Remote financial advisor jobs in Newark, New Jersey - Page 2Create job alerts

Job DescriptionJob Title: Financial Services Advisor (Entry-Level to Experienced) Location: New York, NY (Hybrid / Remote Options Available) About Us Atlas Financial Solutions is a fast-growing financial services firm dedicated to helping individuals, families, and business owners build, protect, and scale their financial future. We specialize in retirement planning, insurance strategies, tax-efficient solutions, and long-term wealth building. We are expanding rapidly and seeking motivated individuals — whether licensed or unlicensed — who are looking to grow into a high-income, purpose-driven career. What You'll Do • Work with clients to assess financial goals and needs, • Provide guidance on retirement planning, insurance, and wealth strategies, • Build and maintain long-term client relationships, • Participate in training, mentorship, and development programs, • Utilize digital tools and CRM systems to manage your pipeline What We Offer, • Competitive compensation (commission + performance-based incentives), • Full training and mentorship (no experience required), • Access to A-rated financial carriers and products, • Flexible schedule (full-time or part-time options), • Remote and hybrid work opportunities, • Business ownership and growth potential Qualifications, • Strong communication and interpersonal skills, • Self-motivated and goal-oriented, • Entrepreneurial mindset, • Ability to obtain a state license (if not already licensed), • Prior experience in sales, finance, or customer service is a plus (not required) Ideal Candidate, • Looking for career growth and income scalability, • Open to learning financial concepts and strategies, • Interested in helping others achieve financial independence

Job DescriptionCompany Description About KIPP NYC: Founded in 1995, KIPP NYC Public Schools is a non-profit network of 18 free, public charter schools located in the Bronx, Brooklyn, and Manhattan. We partner with families and communities to create joyful, academically excellent schools where every child grows up free to create the future they want for themselves and their communities. From our first middle school, KIPP Academy in the Bronx, to today’s network of eight elementary schools, nine middle schools, and one high school, KIPP NYC provides students with engaging academics, arts, athletics, and social–emotional learning that prepare them for college, career, and beyond. Our commitment doesn’t end at graduation. Through KIPP Forward, we continue to support our alumni as they navigate college, career, and life, helping them define success on their own terms and pursue the paths that align with their goals and sense of purpose. Together, we serve more than 9,400 students, support 4,700 alumni, and employ over 1,100 dedicated team members who bring passion, expertise, and commitment to our mission every day. About KIPP Forward Postsecondary Success Collaborative KIPP Forward works with graduates of KIPP, Achievement First, and other select high school-serving organizations to empower them for success in college and their careers. Our program model was formulated utilizing a design thinking approach with our alumni, as well as research on the most effective Comprehensive Approach to Student Success (CASS) and career readiness programs. Utilizing breakthrough college and career strategies, we aim to: • Help more students from low-income families persist in and graduate from college or secure a credential in an in-demand industry Position Overview We are seeking an experienced Advisor to join our growing NERA team. This Advisor will manage a caseload of up to 1,000 alumni who are 3–6 years post–high school and are exploring or pursuing a Career and Technical Education (CTE) or workforce postsecondary pathway. The Advisor will support alumni through key milestones, including identifying and enrolling in a training program, persisting to completion, and securing employment. For alumni who are not currently enrolled, the Advisor will provide proactive outreach and individualized guidance to help them evaluate options and take next steps toward enrollment. For alumni who are not yet ready to enroll, or who have completed a program but have not secured a job, the Advisor will provide ongoing coaching and job placement support. The role centers on delivering support primarily via nudge text technology - crafting, maintaining, refining and delivering timely, relevant text nudges aligned to alumni needs and pathway milestones - and then supplementing these nudge texts with direct 1:1 advising provided through a combination of text, video and phone conversations. The Advisor will work closely with the NERA Program Manager and the Associate Director of CTE Programs and Partnerships to strengthen alumni engagement, improve outcomes, and support the continued growth of the program. This role reports to the NERA Program Manager. Duties and Responsibilities: General responsibilities include (but are not limited to): Alumni Support • Manage a caseload of up to 1,000 alumni using nudge texting, phone calls, and virtual meetings to provide individualized support with CTE/workforce program selection and enrollment, career readiness, and job placement post completion, • Support alumni who are seeking employment by connecting them to job opportunities and supporting next steps toward placement, • Use Mainstay (NERA platform) to track needs, prioritize outreach, and respond to alumni requests within 24 hours during the workweek, • Connect alumni to KIPP Forward foundational supports, including microgrants and mental health services, • Develop and maintain a deep understanding of regional CTE offerings, including certification requirements, program durations, and industry relevance, • In collaboration with our Workforce Advisors, actively monitor and evaluate CTE training partners to ensure program quality and alumni success rates meet standards, • Proactively monitor and communicate application deadlines for high-priority workforce programs and entry-level career opportunities to ensure no student misses a placement window, • Support KIPP Forward data collection initiatives, which may include enrollment and employment verification, semester transcript collection, and annual alumni surveys, • Track and analyze alumni data (e.g. program enrollment, program completion, certification attainment, job placements, engagement) to help inform alumni support and programming, • Maintain current alumni contact utilizing a variety of available resources; keep accurate record of contact, enrollment and career information in our data tracking systems, • Participate in mandatory in person summer training, July 13-17, 2026, • Attend and actively participate in important team meetings that will include but are not limited to, KIPP Forward monthly team meetings, weekly check-ins with NERA Program Manager, and NERA monthly team meetings, • Maintain regular, open communication with the NERA Program Manager to navigate complex alumni challenges, strengthen feedback loops, support continuous improvement, and increase alumni engagement, • Seek and prioritize cross collaboration with other teams to bolster the support NERA is offering alumni (i.e. work closely with Workforce team members to better understand CTE programs, jobs placement, and other career opportunities for alumni CTE/Workforce alumni in NERA), • Collaborate with the Workforce Team to ensure successful transition of Y2 CTE/Workforce alumni to NERA program in Year 3, • Respond to emails, calls and texts from staff within 24 hours during the workweekQualifications, • Strong alignment with and commitment to KIPP Forward’s Program Model, • Completion of a workforce program, AA or BA degree, • Two or more years of experience working with underserved and at-risk young adults and their families, • Experience advising young adults with CTE/Workforce pursuits and/or demonstrated ability to influence and motivate young adults to engage in activities to build their futures is preferred, • Proven record of successful job placement, • Positivity, optimism and a solutions-oriented mindset, • Outstanding written and oral communication skills, • Strong time-management skills, • Self-starter, comfortable in a fast-paced, entrepreneurial environment, • Demonstrated ability to meet ambitious goals within deadlines, • Ability to self-direct and prioritize among competing goals and to initiate process improvement, • Growth-mindset and desire to receive regular coaching and adjusting feedback in order to grow, • Ability to collaborate and build relationships within and across teams, • Strong working knowledge in Microsoft Word/Google Docs, Microsoft Excel/Google Sheets,, • Microsoft PowerPoint/Google Slides, and Microsoft Outlook and ability to learn new technology platforms and databases quickly, • Willingness to check email/texts after hours for emergency situations Additional Information Compensation and Benefits: KIPP NYC offers a salary ranging from $60,770 - $69,010. Salary ranges at KIPP NYC are standardized based on role level and role function. Individual salaries are determined through a lens of equity, accounting for years of experience relevant to the role and scope of responsibilities, and are benchmarked against others within the same salary band. KIPP NYC offers a generous benefits package, including, but not limited to, the following: • Robust benefits that include medical, dental, and vision., • 403(b) retirement plan with a 50% match after 6 months., • Generous Time-Off aligned with the school calendar, • Up to 12 weeks of 100% parental leave., • Bright Horizon Back-up Child and Elder care., • Employer-paid Life Insurance and Short-term / Long-term disability. This is a full-time role that requires the employee to live in NY, NJ or CT within a commutable distance from NYC and travel at times to our central office. If you are not in a school-based position, the cadence and frequency of travel to our central office is determined by your leadership team. If you relocate outside of this tri-state area and/or outside a commutable distance from NYC, your employment will be subject to review, which may include separation from KIPP NYC. It is important that you notify HR if you move or have plans to relocate. KIPP NYC LLC does not offer visa sponsorship or work authorization. KIPP NYC LLC is committed to creating a welcoming environment that includes employees with diverse backgrounds and experiences. We believe that enables us to better meet our mission and values while serving students and families throughout New York City. KIPP NYC LLC is an Equal Opportunity Employer. KIPP NYC LLC is committed to the principles of equal employment opportunity for all employees and applicants for employment.

Job Description COMPANY OVERVIEW We are a commercial finance company specializing in providing capital solutions to small and mid-sized businesses across the United States. Our team of Private Credit Advisors works directly with business owners to assess their financing needs and connect them with appropriate lending products including term loans, lines of credit, equipment financing, and working capital solutions. POSITION SUMMARY We are seeking results-driven Account Executives to join our private credit division. This is a full-cycle sales role focused on outbound business development and client relationship management. Account Executives are responsible for prospecting small and mid-sized businesses, conducting needs assessments, presenting financing solutions, and managing the sales process through close. This is a performance-based, Salary plus commisson Top performers in this role earn $400,000-$600,000 annually, with senior advisors leading teams exceeding $1,000,000 in annual earnings. Requirements KEY RESPONSIBILITIES Business Development & Prospecting • Execute high-volume outbound calling campaigns (300-600+ attempts daily) using company-provided power dialer technology, • Identify and qualify small and mid-sized businesses requiring commercial financing solutions, • Build and manage a robust sales pipeline through consistent daily prospecting activity Sales & Client Management • Conduct discovery calls to assess business financing needs and capital requirements, • Present tailored financing solutions aligned with client business objectives, • Collaborate with processing team and senior advisors to structure and close transactions, • Maintain accurate records of all sales activities and client interactions in CRM system Relationship Development • Develop long-term relationships with funded clients to generate repeat business, • Build referral partnerships with clients, accountants, attorneys, and business networks, • Create a book of recurring clients that generates predictable revenue streams Performance & Growth • Meet or exceed monthly and quarterly performance metrics, • Participate in ongoing training and professional development programs, • Qualify for merit-based commission rate increases based on performance milestones, • For top performers: Opportunities to mentor junior advisors and eventually lead sales teams COMPENSATION & EARNINGS STRUCTURE Commission Structure: Competitive rates on all funded deals Earnings Potential: • Year 1: $60,000-$150,000 (typical ramp period), • Years 2-3: $150,000-$400,000 (with established book of business), • Top Performers: $400,000-$600,000+ annually, • Senior Advisors (Team Leaders): $1,000,000+ annually Additional Compensation: • Merit-based commission rate increases tied to performance milestones, • Monthly and quarterly performance reviews with potential bonuses, • Residual income opportunities from repeat client relationships, • Leadership bonuses for advisors who advance to team management roles WHAT WE PROVIDE Training & Development • Comprehensive onboarding program covering commercial lending products, underwriting fundamentals, and sales methodology, • Ongoing training in objection handling, closing techniques, and advanced sales strategies, • One-on-one mentorship from veteran advisors earning $400,000+ annually Technology & Tools • Power/parallel dialer system with integrated lead management, • CRM platform with full training and support, • Data enrichment and lead intelligence tools, • Communication and productivity software suite Operational Support • Full back-office processing team handles all loan applications and underwriting, • Deal structuring support from senior advisors during ramp period, • Senior advisors assist with deal closing while new Account Executives develop skills, • Administrative support for documentation and compliance Career Development • Clear performance-based advancement path, • Regular one-on-one coaching sessions, • Weekly team strategy and training calls, • Leadership development program for high performers REQUIRED QUALIFICATIONS Essential: • Demonstrated ability to thrive in a high-activity, outbound sales environment, • Strong communication skills with ability to build rapport with business owners, • Self-motivated with proven ability to work independently without direct supervision, • Resilience and ability to handle rejection professionally, • Commitment to following established sales processes and best practices, • Reliable home office setup with high-speed internet connection, • Legal authorization to work in the United States Preferred: • 1-3 years of B2B sales experience (SDR, BDR, or Account Executive roles), • Previous experience in financial services, lending, or fintech, • Track record of meeting or exceeding sales quotas, • Experience with CRM systems (Salesforce), • Familiarity with SMB markets and business operations IDEAL CANDIDATE PROFILE Our most successful Account Executives typically possess: • High activity tolerance: Comfortable making 300+ outbound calls daily, • Competitive drive: Motivated by performance metrics and leaderboard rankings, • Entrepreneurial mindset: Approach the role as building their own business, • Coachability: Willing to implement feedback and follow proven systems, • Long-term orientation: Understand that building a sustainable book of business requires consistent effort over 6-12 months, • Professional maturity: Ability to represent the company with integrity and professionalism POSITION REQUIREMENTS & EXPECTATIONS Activity Expectations: • Minimum 300-600 outbound calls per day (approximately 1500-3000 attempts per week), • Consistent daily prospecting activity regardless of current pipeline status, • Regular CRM updates and pipeline management, • Participation in required training sessions and team meetings Performance Timeline: • Months 1-4: Focus on training, skill development, and initial deal flow (with mentor support), • Months 5-7: Establish consistent production and develop repeat client relationships, • Months 8-12: Begin closing deals independently while building pipeline momentum, • Year 2+: Leverage established book of business for predictable, compounding income Important Considerations: • No benefits package (health insurance, paid time off, retirement contributions), • Income is variable and directly tied to individual sales performance, • Initial ramp period typically requires 3-6 months before consistent income is achieved, • Success requires significant personal discipline and time management GROWTH & ADVANCEMENT OPPORTUNITIES Merit-Based Progression: • Tiered commission structure with higher rates at performance milestones, • Quarterly reviews with opportunity for rate increases based on production, • Recognition programs for top monthly and quarterly performers Leadership Track (Top Performers Only): • Opportunity to mentor and coach junior advisors, • Potential to build and lead sales teams, • Additional compensation structure for team leadership and development, • Senior Advisor designation with enhanced commission splits APPLICATION PROCESS Interested candidates should be prepared to discuss: • Previous sales experience and performance metrics, • Approach to high-volume outbound prospecting, • Understanding of commission-based compensation structures, • Long-term career goals and income objectives, • Ability to commit to the activity requirements and ramp period Must be in the office, no remote available. Looking for an immediate hire. Benefits This role is designed for sales professionals who prefer performance-based compensation over traditional salary structures. It requires significant outbound prospecting effort, particularly in the first 6-12 months. However, advisors who commit to the process and build a strong book of business create substantial long-term income potential. We are looking for professionals who view this as a multi-year career opportunity rather than a short-term position. The most successful advisors treat this role as building their own business within our platform, leveraging our infrastructure, support, and resources to maximize their earning potential. Apply today and take the first step toward a career without limits. High Rise Capital is an equal opportunity employer committed to building a diverse team of financial professionals across the United States.

Job Description The Opportunity At Brailsford & Dunlavey (B&D), we lead the planning, development, and management of the places that shape and strengthen communities. Our Dining Advisory Practice Group partners with higher education institutions nationwide to advise on the planning, procurement, and long-term performance of campus dining programs and food service partnerships. This role is uniquely positioned within the firm and plays a critical part in advancing B&D’s broader management advisory work. Dining engagements often integrate with larger institutional planning efforts—including student life, housing, athletics, and campus development—requiring close collaboration across the firm to deliver coordinated strategies that support each institution’s mission. We are seeking a confident, highly client-facing professional who understands that successful dining partnerships are shaped by more than contract execution alone. This position is not just focused on contract administration. It goes beyond merely processing agreements, monitoring compliance, and ensuring that contract terms are documented correctly. This role requires an individual who can help institutions develop stronger partnerships through thoughtful negotiation, strategic positioning, and sound advisory judgment. This may be an ideal opportunity for someone from foodservice operations, hospitality, procurement, legal-adjacent work, or advisory environments who wants broader influence, more meaningful client engagement, and the opportunity to shape institutional strategy—not just support it. This is a remote position within the continental United States, with the expectation that candidates live near a major airport due to regular business travel. Preference will be given to applicants located near one of B&D’s regional offices in Washington, DC; New York City; Atlanta; Chicago; Austin; Costa Mesa; or San Jose. Responsibilities As a Senior Associate, you will lead dining advisory engagements while serving as a trusted advisor to institutional clients. Responsibilities include: • Lead and manage dining advisory projects from planning through implementation, • Develop and oversee deliverables, including:, • Dining master plans, • Needs assessments, • Operational reviews, • Service audits, • Contractor solicitation processes, • Financial reviews and modeling, • Business plans, • Market analyses, • Manage the full procurement lifecycle, including:, • Schedule development, • RFP drafting, • Proposal evaluation, • Contract review, • Business term negotiation support, • Advise clients through contract negotiations and implementation of new operating agreements, • Serve as the primary client relationship manager on assigned engagements, • Translate procurement and contract complexity into clear strategic recommendations for clients, • Coordinate dining advisory work with broader firmwide planning efforts across multiple practice areas, • Develop high-quality presentations, reports, and project documentation, • Manage multiple concurrent engagements while maintaining quality, schedule, and budget expectations, • Supervise and mentor junior staff across project teams, • Contribute to business development through:, • Proposal development, • Conference participation, • Thought leadership, • Relationship cultivation, • Experience leading procurement or solicitation processes from strategy through implementation, • Confidence in managing direct contract negotiations, • Strong stakeholder and executive-level client communication, • The ability to translate technical procurement language into clear client recommendations, • Strategic thinking that extends beyond contract administration into long-term partnership planning, • Experience developing negotiation strategies, service models, performance metrics and implementation approachesRequirements, • 7+ years of professional experience in:, • Dining services, • Foodservice operations, • Procurement, • Contract administration, • Advisory or related fields, • At least 4 years of direct experience in:, • Dining solicitations, • Procurement processes, • Contract negotiations, • Agreement management, • Bachelor’s degree in Hospitality Management, Business, Higher Education Administration, or related field required., • An advanced degree is strongly preferred, including an MBA, J.D., or paralegal or other professional legal training., • Higher education dining experience strongly preferred, • Strong understanding of contract structures, business terms, operational performance metrics, and procurement strategy, • Excellent writing skills, verbal communication, facilitation skills, and presentation abilities, • Strong analytical and organizational capabilities, • Ability to work independently while leading multiple projects, • Willingness to travel two or more times per month, • Alignment with B&D’s mission, values, and collaborative culture Apply Today Our application process includes a resume, a cover letter (optional, but highly encouraged), and a few important questions. We’re excited to learn more about you! This role's target base annual salary range is currently $125,000-140,000. Pay scales are determined by role, level, location, and alignment with market data. Individual pay is determined through interviews and an assessment of several factors unique to each candidate, including but not limited to job-related skills, relevant education, experience, certifications, abilities of the candidate, and pay relative to other team members. The company benefits listed above are a summary of the benefits. Specific details, availability, and eligibility requirements apply in accordance with company policies. Brailsford & Dunlavey is committed to providing a diverse and inclusive work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Job DescriptionBenefits: • Accident Insurance, • Paid CEUs and Conferences, • Access to our Financial Advisor, • 401(k), • 401(k) matching, • Bonus based on performance, • Competitive salary, • Dental insurance, • Employee discounts, • Flexible schedule, • Free food & snacks, • Free uniforms, • Health insurance, • Opportunity for advancement, • Paid time off, • Stock options plan, • Training & development, • Tuition assistance Who We Are Gold Vine, a Sunshine ABA company, is built on the belief of ABA Therapy for a Brighter Future. As we grow and evolve, our mission remains the same providing high-quality ABA therapy to children (ages 214) and their families, with a focus on unity, growth, and support. We are a family-owned, BCBA-led organization, meaning our decisions are guided by clinical quality, ethical care, and long-term outcomes not corporate metrics. In a time when many ABA companies are facing regulatory challenges, our structure provides long-term stability for both clinicians and families. If you are a BCBA who loves clinical work but is tired of high-volume corporate pressure, constant instability, unclear expectations, or feeling like you are just another provider in a large system, this role was built for you. Our team is more than employees were a family. We invest in our people as much as our clients, creating an environment where leaders are supported, heard, and set up for success. Why This Role Is Different Starting over can feel overwhelming. Building a caseload, credentialing, and insurance requirements during a transition add up. At Gold Vine ABA, you are not expected to figure that out alone. We provide the structure, guidance, and administrative support needed to help you step into the role with confidence. • A stable clinic with consistent clients, clear expectations, and a reliable work environment, • Support through licensing, credentialing, and insurance requirements, fully accessible administrative and scheduling team so you can jump into clinical leadership without getting bogged down with administrative duties, • Significantly lower cost of living compared to surrounding metro areas, • A growing city with strong healthcare and professional infrastructure, • Home to major medical centers and an expanding provider community, • More space, less congestion, and a stronger sense of community, • Easy access to South Carolina, Atlanta, and regional travel About the Role This is a unique opportunity to lead the opening of a new clinic in Augusta giving you the chance to shape culture, build your team, and set the clinical standard from the ground up. This role oversees all clinical operations, ensuring quality care, staff development, and program innovation. Within this leadership role, you wont be doing it alone. Youll work closely with a leadership team who provide ongoing guidance, oversight, and support as the clinic grows. Key Responsibilities • Provide leadership and oversight of all ABA programs, • Supervise, mentor, and support BCBAs, BCaBAs, and RBTs, • Oversee assessments, treatment plans, and clinical documentation, • Ensure compliance with BACB, ethical, and regulatory standards, • Partner with families to ensure progress and quality care, • Drive program development, training, and continuous improvement, • Collaborate with leadership on budgeting and clinic growth Qualifications • Masters or doctoral degree in ABA, psychology, or related field, • Active BCBA certification required, • 4+ years of ABA clinical experience, including leadership/supervision, • Strong leadership, communication, and organizational skills, • Commitment to family-centered, evidence-based care Preferred: • Doctorate in psychology, behavior analysis, or related field, • Experience in program development and staff training, • BCBAs ready to step into clinical leadership, • Clinicians looking to transition out of high cost-of-living markets, • Leaders seeking stronger support and a more sustainable pace, • Those excited to help shape and grow a clinic Lets Connect Relocating is a big decision and were here to support you every step of the way with flexibility, guidance, and a strong onboarding experience. Lead with purpose. Grow with support. Join Gold Vine, a Sunshine ABA company, and help us create brighter futures for staff and families.

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 DescriptionCustomer Success & Solutions Director (Enterprise) Location: Remote (USA) - No Visa Sponsorship at this time About the Role We are partnering with a high-growth, data-driven technology company that provides advanced market intelligence and analytics to global enterprises. Their platform enables organizations to better understand technology adoption, optimize go-to-market strategies, and drive more predictable revenue outcomes. They are seeking a Senior level Customer Success & Solutions professional to lead strategic enterprise engagements, oversee a high-performing team, and drive measurable customer outcomes across complex global accounts. Key ResponsibilitiesEnterprise Leadership & Governance • Lead Customer Success and Solutions teams supporting large, global enterprise clients, • Navigate complex organizational structures and build scalable engagement frameworks, • Establish best practices for deploying data-driven solutions across distributed teams Executive Engagement & Value Realization, • Partner with senior stakeholders (e.g., CIO, CTO, CFO) to align technical solutions with business objectives, • Translate technical capabilities (e.g., APIs, data workflows) into clear financial outcomes such as revenue growth, efficiency gains, and retention, • Ensure all customer initiatives are tied to measurable ROI and long-term value Technology Strategy & GTM Enablement, • Advise customers on integrating modern data platforms, automation, and AI-driven workflows into their go-to-market operations, • Drive adoption of scalable architectures that connect seamlessly with CRM systems and other enterprise tools, • Guide customers in optimizing end-to-end GTM processes using data and automation Proof of Value & Team Development, • Build and mentor a team of consultative, technically strong customer-facing professionals, • Lead execution of proof-of-value initiatives that demonstrate measurable business impact, • Elevate the team from feature delivery to strategic value creation Cross-Functional Alignment & Financial Modeling, • Partner with Sales, Product, and Customer Success to align on customer outcomes, • Develop business value frameworks that quantify the impact of solutions on customer performance, • Support strategic account planning and expansion initiatives Success Metrics, • Retention & Expansion: Maintain high customer retention and drive account growth through strategic engagement, • Time-to-Value: Improve onboarding speed and accelerate realization of customer outcomes, • Predictability: Enhance customer health visibility and renewal forecasting accuracy, • Executive Engagement: Build trusted advisor relationships across top-tier enterprise accounts QualificationsExperience, • 15+ years in enterprise-facing roles such as Customer Success, Solutions Architecture, or Technical Consulting, • Proven experience working with large, complex global organizations Business & Technical Acumen, • Strong understanding of how technical solutions impact business performance (e.g., revenue, cost, retention), • Ability to communicate complex technical concepts in business terms Technical Expertise, • Experience with enterprise platforms, APIs, data integration, and workflow automation, • Familiarity with modern go-to-market systems and data-driven sales/marketing processes Leadership & Communication, • Exceptional executive presence and storytelling ability, • Experience influencing senior stakeholders and leading high-performing teams Education, • Bachelor's degree in a technical or related field preferred

Job DescriptionBeghou brings over three decades of experience helping life sciences companies optimize their commercialization through strategic insight, advanced analytics, and technology. From developing go-to-market strategies and building foundational data analytics infrastructures to leveraging artificial intelligence to improve customer insights and engagement, Beghou helps life sciences companies maximize performance across their portfolios. Beghou also deploys proprietary and third-party technology solutions to help companies forecast performance, design territories, manage customer data, organize, and report on medical and commercial data, and more. Headquartered in Evanston, Illinois, we have 10 global offices. Our mission is to bring together analytical minds and innovative technology to help life sciences companies navigate the complexity of health care and improve patient outcomes. We are seeking an experienced individual to lead the implementation and delivery of Master Data Management (MDM) to drive the design, execution, and delivery of high-impact MDM systems for leading pharmaceutical and life sciences companies. In this strategic role, you will not only oversee the MDM projects—from concept to implementation—but also serve as a trusted advisor to clients, identifying future growth opportunities and evolving business needs.We’ll trust you to: • Lead end-to-end MDM projects focused on HCP, HCO, and payer data for commercial operations., • Collaborate with internal teams and clients to define project scope, develop strategic approaches, and ensure timely, high-quality delivery., • Manage client communications, stakeholder expectations, timelines, and deliverables., • Coordinate with third-party data vendors to establish data exchanges, monitor data quality, and resolve discrepancies., • Synthesize findings into actionable insights and recommendations for clients, presenting complex technical information with clarity and impact., • Lead internal initiatives related to product development, process improvement, and team growth., • Provide mentorship and professional development support to junior team members; act as a Professional Development Manager where applicable., • Foster an inclusive and innovative team culture, collaborating with cross-functional teams—including global teams—across multiple time zones.You'll need to have:, • At least 4 years of professional experience, with a focus on master data or commercial data strategy in the US pharma/life sciences industry, • Proven track record implementing HCP, HCO, or payer MDM platforms, • Strong knowledge of MDM systems (e.g., Reltio) and data integration technologies, • Proficiency in Python and advanced Excel; strong command of PowerPoint and Word, • Exceptional communication skills, with experience in presenting to senior stakeholders, • Strong project and people management skills; ability to lead cross-functional teams, • Deep understanding of data governance, data quality, and commercial data flows in pharma 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 DescriptionAbout LearnLux LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Advanced reporting helps our partners understand impact, driving outcomes like reduced financial stress, increased productivity, and improved retention. We're building LearnLux with intention. We move quickly, operate with a high bar for quality, and value people who take ownership of their work. If you're energized by solving new problems, taking accountability, and pushing yourself to do your best work every day, you'll find this a rewarding environment. We're a venture-backed company that has raised over $35M to date and is supported by experienced investors and long-term partners. We're a growth-focused business building for scale, and we're excited by the opportunities and challenges that come with that journey. The Role We are hiring our first in-house legal team member to support LearnLux's growth and day-to-day legal needs. This is a hands-on, execution-focused role with meaningful ownership. You will lead commercial contracting, support compliance and risk management, and serve as a key legal partner to the business. You'll work closely with Sales, Client Success, and leadership to ensure contracts and legal decisions move forward efficiently, thoughtfully, and mitigate LearnLux's risk. This role requires someone who can operate with strong judgment and autonomy. You will be expected to make recommendations and decisions independently, reducing reliance on external counsel and minimizing the need for escalation to leadership. This role is remote within the U.S., with a preference for candidates located near one of our hub locations (NYC or Denver). Occasional in-person collaboration at a hub is expected. This role reports to the COO. What you'll ownCommercial Contracting • Draft, review, and negotiate complex commercial agreements (MSAs, SaaS agreements, NDAs, vendor contracts), • Partner directly with clients and internal stakeholders to move deals forward efficiently, • Provide clear, business-oriented recommendations on contract terms, risks, and tradeoffs, • Maintain and improve contract templates, fallback language, and negotiation frameworksCompliance, Risk, and Policy, • Support company compliance efforts across privacy, employment, and general business operations, • Conduct legal research and translate findings into clear, actionable guidance, • Develop and maintain internal policies and processes that support scalable growthLegal Operations & Ownership, • Serve as the primary point of contact for legal questions across the business, • Improve legal workflows, documentation, and processes to increase efficiency, • Manage and leverage external counsel where appropriate, while owning final outputs and recommendationsBusiness Partnership, • Build a strong understanding of LearnLux's products, clients, and regulatory environment, • Act as a pragmatic advisor, balancing legal risk with business objectives, • Enable the business to move quickly while maintaining an appropriate risk postureYou should bring, • JD and active membership in at least one U.S. state bar (multiple states preferred), • About 8–12 years of experience, including:, • Strong commercial contracting experience (SaaS/tech preferred), • Experience supporting high-growth or startup environments, • Demonstrated ability to operate as a solo or first legal hire, • Experience with global legal/compliance issues (directly or via managing outside counsel), • Strong business judgment and ability to balance risk with growth, • Enjoys being hands-on while also thinking strategicallyIt would be great if you also, • Experience with data privacy/security (GDPR, CCPA, etc.), • Background in fintech, benefits, healthcare, or regulated industries, • Experience supporting international expansion or entity setupLearnLux is a fit for you if you, • Thrive in fast-moving environments and enjoy building in moments of change. We operate with urgency, and roles, priorities, and approaches evolve as we grow., • Like wearing multiple hats and helping define the path forward. At LearnLux, roles evolve as we grow, and employees often help create clarity, structure, and direction where it didn't previously exist., • Take initiative and don't wait to be asked. You see problems as opportunities and are comfortable stepping in to move work forward., • Are energized by ambiguity and willing to make decisions with imperfect information. We learn quickly by doing, and pace is a competitive advantage for us., • Enjoy being hands-on and owning work end to end. While strategic thinking matters, execution, follow-through, and accountability are what drive impact here., • Are motivated by high standards and continuous improvement. As we hit new milestones, we intentionally raise the bar on quality, ownership, and outcomes., • Value clear, frequent communication and collaboration. As a remote team, staying aligned through proactive communication is core to how we operate.Benefits, • Remote-first company structure, • Medical, dental, and vision, • 401(k), • Mental wellbeing (Talkspace), • Financial wellbeing (LearnLux), • Paid vacation and sick leave, • Paid sabbatical after 5 years of service, • A supportive, inclusive team culture LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status. We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We're excited to speak with you about joining our team! The pay range for this role is listed below. Individual compensation will be commensurate with the candidate's experience and local cost of labor. Salary Range$175,000—$250,000 USD

Job DescriptionCoreWeave is The Essential Cloud for AI™. Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to build and scale AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave combines superior infrastructure performance with deep technical expertise to accelerate breakthroughs and turn compute into capability. Founded in 2017, CoreWeave became a publicly traded company (Nasdaq: CRWV) in March 2025. Learn more at . Director, Financial & Corporate Communications What You'll Do: You will define and lead CoreWeave's financial and strategic communications function at a pivotal moment in the company's evolution as a newly public company, shaping how our business is understood by investors, analysts, media, and policy stakeholders. You will own earnings communications, financial media strategy, and high-stakes issues management—translating complex financial, operational, and technical concepts into clear, compelling narratives that influence market perception and investor confidence. Partnering closely with executive leadership, Legal, IR, and Policy, you will provide real-time counsel during critical moments such as earnings cycles, market-moving announcements, customer concentration scrutiny, AI infrastructure policy debates, and periods of heightened public or investor attention. You will build and scale the systems, relationships, and operating rigor required to succeed as a public company, ensuring CoreWeave's story is consistently understood with credibility, precision, and impact. This role blends strategy and execution, requiring exceptional judgment, speed, and the ability to operate at the center of business-critical decisions. About the Role: As our first Director of Financial & Corporate Communications, you will report directly to the Head of Communications and serve as a key advisor to the CEO, CFO, and executive leadership team. This is a rare opportunity to build and define the financial communications function at a newly public, hyper-growth company navigating increased market visibility, investor expectations, and scrutiny. You will establish and refine our voice with financial markets, leading communications for earnings, capital markets activity, potential M&A, and ongoing public company disclosures. You will prepare executives for earnings calls, investor engagement, and high-profile media interactions, ensuring clarity, consistency, and credibility across all external narratives. You will also lead communications through high-stakes scenarios such as infrastructure reliability incidents, rapid growth scrutiny, or shifts in the AI and semiconductor landscape that impact investor sentiment. In parallel, you will design and implement frameworks to monitor narrative risk, measure communications effectiveness, and scale processes aligned with public-company standards. Joining now means shaping not just how we communicate, but how we are perceived in the public markets during a defining phase of growth. Success in the First 6–12 Months: • Establish and lead a best-in-class earnings communications process, including messaging, executive preparation, and financial media engagement aligned to public-company standards, • Build and deepen relationships with top-tier financial and business media (e.g., Bloomberg, WSJ, FT, CNBC), resulting in stronger, more consistent coverage and message pull-through, • Develop and operationalize a comprehensive issues management framework, including clear escalation paths and rapid-response protocols, • Successfully lead communications through at least one high-stakes or market-sensitive scenario (e.g., earnings cycle, major announcement, reputational risk moment) with strong executive alignment and positive external outcomes, • Partner closely with Finance, Legal, IR, and Policy to ensure message consistency, disclosure discipline, and risk mitigation in a public-company environment, • Define and implement measurable KPIs for communications effectiveness, including media sentiment, analyst perception, and narrative consistency, • You bring 9+ years of experience in financial or corporate communications, ideally within publicly traded or late-stage technology companies., • You have led earnings or investor communications, managed complex and high-visibility issues, and advised senior executives in moments that matter., • You are a sharp, disciplined storyteller who can distill complex financial and technical concepts into clear, credible narratives., • You have strong relationships with financial and business media and a proven ability to collaborate cross-functionally with Legal, IR, Finance, and Policy. Experience in cloud, AI, semiconductors, or infrastructure; deep familiarity with public company reporting cycles, disclosure expectations, and investor dynamics; and experience managing external agencies during periods of heightened media or market scrutiny. Wondering if you're a good fit? • We believe in investing in our people and value candidates who bring diverse experiences and perspectives—even if you don't meet every requirement. If the following resonates, we'd love to connect:, • You are motivated by shaping corporate and financial narratives that directly influence market perception and investor confidence, • You are energized by operating at the center of a public company, where communications directly impact valuation, credibility, and trust, • You are deeply curious about emerging trends in AI, infrastructure, and financial communications At CoreWeave, we work hard, have fun, and move fast! We're in an exciting stage of hyper-growth that you will not want to miss out on. We're not afraid of a little chaos, and we're constantly learning. Our team cares deeply about how we build our product and how we work together, which is represented through our core values: • Be Curious at Your Core, • Act Like an Owner, • Empower Employees, • Deliver Best-in-Class Client Experiences The base salary range for this role is $165,000 to $242,000. The starting salary will be determined based on job-related knowledge, skills, experience, and market location. We strive for both market alignment and internal equity when determining compensation. In addition to base salary, our total rewards package includes a discretionary bonus, equity awards, and a comprehensive benefits program (all based on eligibility). #Lijobs What We Offer The range we've posted represents the typical compensation range for this role. To determine actual compensation, we review the market rate for each candidate which can include a variety of factors. These include qualifications, experience, interview performance, and location. In addition to a competitive salary, we offer a variety of benefits to support your needs, including: • Medical, dental, and vision insurance - 100% paid for by CoreWeave, • Company-paid Life Insurance, • Voluntary supplemental life insurance, • Short and long-term disability insurance, • Flexible Spending Account, • Health Savings Account, • Tuition Reimbursement, • Ability to Participate in Employee Stock Purchase Program (ESPP), • Mental Wellness Benefits through Spring Health, • Family-Forming support provided by Carrot, • Paid Parental Leave, • Flexible, full-service childcare support with Kinside, • 401(k) with a generous employer match, • Flexible PTO, • Catered lunch each day in our office and data center locations, • A casual work environment While we prioritize a hybrid work environment, remote work may be considered for candidates located more than 30 miles from an office, based on role requirements for specialized skill sets. New hires will be invited to attend onboarding at one of our hubs within their first month. Teams also gather quarterly to support collaboration. California Consumer Privacy Act - California applicants only CoreWeave is an equal opportunity employer, committed to fostering an inclusive and supportive workplace. All qualified applicants and candidates will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment and consistent with the Americans with Disabilities Act (ADA), CoreWeave will ensure that qualified applicants and candidates with disabilities are provided reasonable accommodations for the hiring process, unless such accommodation would cause an undue hardship. If reasonable accommodation is needed, please contact: . Export Control Compliance This position requires access to export controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must either be (A) a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident (green card holder), (iii) refugee under 8 U.S.C. § 1157, or (iv) asylee under 8 U.S.C. § 1158, (B) eligible to access the export controlled information without a required export authorization, or (C) eligible and reasonably likely to obtain the required export authorization from the applicable U.S. government agency. CoreWeave may, for legitimate business reasons, decline to pursue any export licensing process.

Job Description Elite is the trusted automation platform for law firm operations across most of the world's largest and most successful law firms. Elite has guided firms through every technology shift and today delivers the only cloud-native SaaS platform that unifies financial, invoice, time, and data management into a single system of action. With embedded AI, predictive analytics, and integrated payments, Elite's products enable firms to shorten billing cycles, reduce write-offs, and unlock firm-wide insights, making financial operations the foundation for law firm innovation and growth. Learn more at elite.com. Position Overview The Senior Business Analyst serves as a strategic advisor and enterprise-level thought leader, shaping how Elite defines problems, delivers solutions, and scales analytical excellence. This role focuses on long-term impact, organizational alignment, and elevating business analysis maturity across the company. Work Arrangement: Remote This role requires the individual to be based in Flexible across U.S. time zones. Responsibilities • Partner with senior leaders to define enterprise problem statements, success metrics, and strategic roadmaps., • Lead mission-critical or enterprise-scale initiatives with high visibility and impact., • Drive alignment across business, product, and technology strategies., • Identify and scale AI-enabled productivity opportunities, embedding AI-powered tools and workflows to accelerate analysis and improve decision-making across the organization., • Anticipate future business needs and proactively design scalable, forward-looking solutions., • Demonstrated fluency in leveraging AI-powered tools to accelerate analysis, enhance decision-making, and improve day-to-day productivity., • Establish, evolve, and govern business analysis frameworks and best practices., • Coach, mentor, and develop business analysts across all levels., • Represent the Business Analyst function as a trusted advisor to leadership., • Influence enterprise decision-making through data-driven insights and recommendations., • Strong stakeholder communication skills., • Bachelor's Degree in Business, Information Systems, Technology, or related field, or equivalent experience., • 9–12 years of experience in business analysis or related strategic roles, preferably within B2B SaaS environments., • Deep expertise in process, data, and systems analysis., • Experience working cross-functionally with Product, Engineering, and GTM teams in a SaaS organization., • Familiarity with key SaaS metrics (e.g., ARR, churn, customer lifecycle, product adoption) and data-driven decision making., • Exceptional strategic thinking, judgment, and executive communication skills., • Strong change leadership and organizational awareness., • Proven ability to scale impact through influence and mentorship., • Ability to travel up <10% as business needs require., • Role requires the following physical capacity: Sedentary: primarily desk/computer work., • Competitive Compensation Package ($140,000 - $160,000 base salary + variable component), • Comprehensive Healthcare Coverage (Health, Dental, Vision), • Retirement Savings Plan with an Employer Contribution, • Professional Development Opportunities, • Time Off, • Wellness Initiatives, • Employee Assistance Program, • Generous Global Parental Leave, • Calm, free premium subscription Additional Information At Elite Technology, we embrace an employee-centric, flexible work model that empowers you to do your best work in the environment that suits you. However, we also recognize the importance of in-person collaboration for key moments that truly matter. In our flexible remote approach, you have the freedom to choose a workspace within your home country that best fits your needs. Our corporate offices are located in New York City, Los Angeles, Costa Rica, and the Philippines, providing additional options for those who prefer or need a hybrid work environment. Our diverse global team spans the U.S., Canada, U.K., Costa Rica, the Philippines, and Australia. Please note that at this time, we are unable to hire employees located in Quebec or Ontario Provinces, Alaska, Hawaii, Puerto Rico, Louisiana, and Oklahoma. As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We are proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace. We also provide reasonable accommodation for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. We are not accepting applications submitted through recruiting agencies.

Job Description Tax Planning Manager (CPA/EA) Client Sector: High-Growth Fintech / Wealth Management (RIA) Location: New York City (Hybrid / Remote) Classification: Full-time, Exempt The Opportunity Harrison Gray Search has been retained by a venture-backed, technology-first Registered Investment Advisor (RIA) to find a Tax Planning Manager. Our client is disrupting the wealth management space by combining elite financial advisors with a proprietary, cutting-edge technology platform. This is a newly created role within the Advisor Success team. As the first dedicated tax expert in this department, you will bridge the gap between financial planning and complex tax strategy. This is not a "back-office" tax prep role; you will be a strategic partner to advisors nationwide, providing real-time, high-impact tax advice for high-net-worth clients. Your Impact • Strategic Advisory: Partner with financial advisors to deliver deep-dive tax analysis, including marginal rate modeling, Roth conversions, tax-efficient withdrawal strategies, and charitable planning., • Complex Case Work: Handle intricate equity compensation (stock options) and estate planning implications, integrating them into a holistic financial plan., • Collaborative Planning: Work alongside Trust & Estates and Investment teams to ensure client strategies are unified and tax-aware., • Innovation: Contribute to the development of internal tools, calculators, and workflows that standardize tax planning on our client's proprietary platform., • Growth: As the first hire in this vertical, you will help set the KPIs and standards for the tax planning service, with the potential to move into a leadership/director role as the team expands over the next 18 months. The Ideal Candidate • Credentials: Must be a CPA or Enrolled Agent (EA). An advanced degree (MST, JD, or LLM) is a significant plus., • Experience: 5+ years in financial planning (preferably within an RIA, MFO, or Private Bank) with at least 3-4 years specifically focused on tax planning and advice., • "Living in the World": We are looking for someone who lives and breathes tax law daily. You should be able to pivot quickly when follow-up questions arise and translate complex codes into actionable guidance for advisors., • Software Literacy: Familiarity with Holistiplan, eMoney, MoneyGuide, or RightCapital is preferred., • Mindset: You thrive in a "startup" environment where you are comfortable breaking through walls to get things done correctly. Compensation & Benefits • Competitive Base + Bonus, • Equity: A "ground-floor" opportunity to own a piece of a fast-scaling organization., • Time Off: Unlimited PTO (Our client trusts you to manage your own schedule)., • Retirement: 401(k) with a 3% company match., • Health: Full medical, dental, and vision benefits., • Perks: Access to the firm’s elite financial planning services for your own personal use.

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 Description Elite is the trusted automation platform for law firm operations across most of the world's largest and most successful law firms. Elite has guided firms through every technology shift and today delivers the only cloud-native SaaS platform that unifies financial, invoice, time, and data management into a single system of action. With embedded AI, predictive analytics, and integrated payments, Elite's products enable firms to shorten billing cycles, reduce write-offs, and unlock firm-wide insights, making financial operations the foundation for law firm innovation and growth. Learn more at elite.com. Position Overview: The Strategic Account Executive is a senior, quota-carrying sales leader responsible for winning new logos within Elite's most strategic, complex, and high-value target accounts. This role operates at the very top of Elite's go-to-market motion, leading multi-year, multi-stakeholder enterprise sales cycles with the largest and most sophisticated law firms globally. This position is our most senior level Account Executive role in deal size, account complexity, executive engagement, and strategic influence. The Strategic Account Executive is expected to shape deal strategy, influence buying committees at the firm-wide level, and position Elite as a long-term transformation partner rather than a point solution vendor. Work Arrangement: Remote Responsibilities • Own and execute new-logo acquisition for a defined set of Elite's most strategic target accounts, with a focus on large, global, and multi-office law firms., • Lead highly complex, consultative enterprise sales cycles involving managing partners, CFOs, CIOs, COOs, and executive committees., • Develop deep account strategies, including stakeholder mapping, political alignment, risk mitigation, and multi-threaded engagement plans., • Drive large, transformational opportunities from early discovery through close, often spanning 12–24+ month sales cycles., • Build and articulate compelling, data-driven business cases that quantify operational, financial, and strategic ROI at the firm level., • Partner closely with Sales Engineering, Product, Marketing, Executive Leadership, and Professional Services to design and deliver differentiated, high-impact proposals., • Serve as a trusted advisor to prospective clients, guiding them through complex change decisions tied to finance, operations, and technology modernization., • Maintain expert-level knowledge of Elite's full platform, competitive landscape, and macro trends impacting large law firms., • Forecast and manage pipeline with precision, ensuring disciplined deal inspection and executive-level visibility via Salesforce., • Represent Elite at senior-level industry forums, executive briefings, and strategic client events., • Provide informal mentorship and deal leadership to Senior Account Executives as needed, elevating overall enterprise selling capability., • Bachelor's Degree in Business, Finance, Technology, Law, or a related field, or equivalent experience., • 9–12 years of experience in enterprise B2B software sales, with a strong preference for SaaS platforms serving complex professional services environments., • Proven success closing large, multi-million-dollar, first-of-kind enterprise deals with long sales cycles and multiple executive stakeholders., • Demonstrated experience selling to C-suite and partnership-led organizations., • Prior experience selling into law firms, accounting firms, or similarly complex professional services organizations strongly preferred., • Exceptional executive presence, communication, and negotiation skills., • Strong financial and strategic acumen, including advanced ROI modeling and value articulation., • Mastery of Salesforce and enterprise sales methodologies., • Strategic hunter mindset with the discipline to operate in highly structured, high-stakes environments., • Highly collaborative, influential, and comfortable operating with ambiguity at the executive level., • Ability to travel up >50% as business needs require., • Role requires the following physical capacity: Moderate: 20–50 lbs – frequent lifting, bending, or standing., • Competitive Compensation Package ($140,000 - $175,000 base salary + variable component), • Comprehensive Healthcare Coverage (Health, Dental, Vision), • Retirement Savings Plan with an Employer Contribution, • Professional Development Opportunities, • Time Off, • Wellness Initiatives, • Employee Assistance Program, • Generous Global Parental Leave, • Calm, free premium subscription Additional Information At Elite Technology, we embrace an employee-centric, flexible work model that empowers you to do your best work in the environment that suits you. However, we also recognize the importance of in-person collaboration for key moments that truly matter. In our flexible remote approach, you have the freedom to choose a workspace within your home country that best fits your needs. Our corporate offices are located in New York City, Los Angeles, Costa Rica, and the Philippines, providing additional options for those who prefer or need a hybrid work environment. Our diverse global team spans the U.S., Canada, U.K., Costa Rica, the Philippines, and Australia. Please note that at this time, we are unable to hire employees located in Quebec or Ontario Provinces, Alaska, Hawaii, Puerto Rico, Louisiana, and Oklahoma. As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We are proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace. We also provide reasonable accommodation for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. We are not accepting applications submitted through recruiting agencies.

Job Description About Steer At Steer North America, we help shape the future of mobility, cities, and infrastructure. Our work supports more connected, sustainable, and accessible transportation systems that improve how people live, work, and travel. Steer is an employee-owned international consultancy specializing in transportation and infrastructure. We combine global expertise with local insight to help public and private sector clients tackle complex mobility challenges and make better decisions about how people and goods move. Our teams advise governments, transit agencies, airports, infrastructure investors, and private mobility operators across strategy, advisory, planning, and operations. From major transit investments to airport development and emerging mobility solutions, our work influences transportation systems relied on by millions. What defines Steer is our people — curious thinkers, collaborative problem solvers, and changemakers who care about the communities we serve. Joining Steer means working on meaningful projects, contributing ideas that matter, and building a career with real impact. This role is open to applications near Steer's offices, and remote in USA & Canada. What You’ll Work On Steer is the top Technical Advisor for Transport transactions globally and has a strong reputation in providing Traffic and Revenue (T&R) services in North America (NA). The type of similar projects you can expect to work on are: • An investment‑grade forecast for a major toll highway concession, supporting investors and lenders., • A connected‑vehicle / managed‑lane corridor assignment, factoring in how AVs and EVs could shift travel choices., • A large parking program—citywide meters or a university garage portfolio—with demand shaped by policy and mobility trends., • A refinancing / diligence support effort for a mature toll facility, with workshops and rapid responses to lender questions. We are currently recruiting across different levels in the team so please still reach out if you are interested but your experienced is not in line with this Job Description. Key Responsibilities: Delivering Projects • Serve as Task Lead/Project Manager/Project Director on a portfolio of projects., • Be responsible for project delivery and client management to ensure adherence to scope, schedule, and budget while maintaining the highest quality standards., • Coordination or project teams including providing on the job training and technical review role., • Develop long-term relationships with key clients, partners, and industry stakeholders., • Support business development efforts, including pre-positioning, proposal development, presentations, and negotiations., • Stay informed about market trends to create compelling scopes that respond to client needs., • Develop and Mentor staff, focusing on technical skill development, career development, and performance management., • Contribute to capability development and knowledge sharing across Steer., • Minimum of 10 years of experience in the transportation industry with an emphasis on Traffic and Revenue (T&R) forecasting in the North America Highways Transactions market., • Technical background in Traffic, User Demand, or Ridership forecasting – including the development of ridership models using Network Models and/or Econometric modelling., • Proven ability to Project Manage fast paced T&R projects for primary and secondary highway transactions for private sector clients., • Expert technical network modelling skills in Cube and/or EMME., • Expert technical skills in econometrics, choice modelling or other T&R techniques., • Market/modal experience outside of highways (examples include, but are not limited to: Parking, Ferries, Transit, EV Charging, Ports, Airports), • Technical background in other relevant areas outside of T&R (examples include, but are not limited to: EV/AV Technology and Forecasting, Technical Due Diligence, business/strategic case development, funding/financing)., • Client relationships that could bring new opportunities to Steer. How You’ll Grow Whether you join immediately after graduation, or as a senior leader, Steer is committed to helping you grow your career in ways that add to your breadth of experience on a variety of projects, the depth of your technical skills with clients, your client and project management knowledge, and your leadership awareness and practice. Benefits That Support You We believe that supporting our people is essential to delivering great work. Our benefits are designed to support your health, wellbeing, financial security, and professional growth. An important part of this is a commitment to a flexible, hybrid working environment. Our benefits include: • Excellent medical, dental, and vision coverage, • 3% 401(k)/RRSP contribution, • Discretionary annual bonus, • Generous paid time off including vacation, public holidays, sick time, and volunteering days- up to 44 days (US) and 47 days (Canada) annually, • Group Share Incentive Plan, providing employees with the opportunity to share in the long-term success of the firm Be advised that this is an estimated benchmark salary of good faith. All compensation, regardless of location, may be subject to change as skills, abilities, and internal equity are considered. In addition to base salary, all employees will be eligible for an annual discretionary performance bonus. Steer reserves the right to ultimately pay more or less than the posted range and offer additional compensation. Why People Choose Steer Our people join Steer because they want to do meaningful work in a collaborative and intellectually curious environment. At Steer you’ll find: • A culture that values collaboration, where you can work in partnership with teammates from around the world, • Projects that create tangible improvements in how people move and connect, impacting the daily lives of millions of people, • Expert colleagues who are passionate about the future of mobility and cities At Steer, everyone is valued for their talent, curiosity, and potential. We recruit based on capability — not background or pedigree — and our interviewers are trained to run fair and inclusive processes that give every candidate an equitable opportunity to succeed. We are proud to be an equal opportunity employer and welcome applicants from all legally protected backgrounds. We provide accommodations throughout the hiring process and during employment to ensure everyone can participate fully.

Job Description Senior Wealth Advisor – Remote Opportunity Overview • Can be fully remote in the Eastern/Central time zone, • No new business requirements, • Support the senior partner with UHNW clients ( 25mm–100mm+ ) and 1.5bb++ book of business Primary Responsibilities • Work closely with a Senior Partner to lead and manage relationships with primarily UHNW clients and families, providing comprehensive wealth management and family office services., • Conduct complex analysis and research related to financial, estate, income tax, insurance, and investment planning., • Develop and present integrated wealth management solutions for existing and prospective clients., • Design, recommend, and assist in the implementation of sophisticated portfolio asset allocation and investment strategies, including significant exposure to private and alternative investments., • Clearly communicate the full range of the firm's services and capabilities to clients and prospective clients., • Coordinate closely with clients' external advisory teams, including attorneys, accountants, insurance advisors, and other professionals., • Document client meetings, recommendations, and action plans in a clear, timely manner., • Oversee the implementation of agreed-upon recommendations to ensure high-quality execution., • Provide guidance, feedback, and mentoring to junior team members to support their professional development and advisory capabilities., • Manage and support team members to ensure efficient delivery of client services. Qualifications • 7+ years of wealth management or other relevant professional experience., • Bachelor's degree required., • Advanced degrees or other professional designations preferred., • Deep interest in and understanding of ultra-high net worth investments, investment philosophy, and portfolio construction., • Strong knowledge of income, gift, and estate tax planning, insurance planning, advanced intergenerational wealth transfer strategies, and philanthropic planning., • Experience with business exit planning and familiarity with entrepreneur-owner-manager clients.

Job DescriptionStartup Advisor – Venture Studio & Founder Acceleration Initio Capital – initiocapital.com Location: Remote Type: Part-Time / Flexible Compensation: Equity, Consulting Revenue, Referral Bonuses About Initio Capital Initio Capital (initiocapital.com) is a next-generation venture studio on a mission to democratize venture capital and help founders scale with speed, clarity, and confidence. We partner with early-stage founders and equip them with world-class advisors, proven systems, and access to exclusive venture-backed deal flow. Our platform removes the traditional barriers to high-quality startup advisory work, empowering experienced operators and business leaders to: * Engage with high-potential founders * Earn income through consulting and referrals * Access best-in-class tooling and startup systems * Plug into a powerful network of founders and investors We are opening our platform to seasoned business owners, agency operators, consultants, and fractional leaders who want to support early-stage companies while building meaningful advisory income streams. Role Overview As a Startup Advisor, you will support founders across one or more core functions: ✔ Capital Raising✔ Go-to-Market (GTM)✔ Product Development✔ Recruiting & Talent✔ Back Office Operations You will guide startups through critical 0→1 decisions, help them become investor-ready, and provide hands-on strategic expertise that accelerates growth and improves fundraising outcomes. This role is ideal for experienced operators or agency leaders who want to contribute their expertise to emerging startups—while expanding their network, earning income, and participating in early opportunities. What You’ll Do1. Capital Strategy & Fundraising Readiness * Advise founders on pre-seed and seed fundraising strategy * Review financial models, pitch decks, and investor materials * Coach founders on investor storytelling and deal structuring * Help founders navigate non-dilutive options, lending partners, and venture pathways 2. Go-to-Market & Growth Advisory * Help founders define ICP, positioning, offers, and outbound strategy * Support early customer acquisition and traction activities * Provide frameworks, systems, and tools for consistent GTM execution 3. Product Development Guidance * Assist founders in clarifying MVP scope, roadmap planning, and development cycles * Advise on product-market fit, user feedback loops, and prioritization * Offer technical or product leadership insights (if relevant) 4. Talent, Recruiting, & Organizational Support * Help founders design early hiring plans and sourcing strategies * Provide access to vetted talent networks * Support organizational structure, culture, and onboarding frameworks 5. Back Office & Operational Excellence * Advise on finance, legal, compliance, and administrative workflows * Help founders implement operational systems that support scale * Provide tools and templates that reduce founder bottlenecks Why Join Initio CapitalAccess to Exclusive Venture-Backed Startups Engage with a curated pipeline of high-potential founders in our venture studio ecosystem. A Platform for Earning Income Earn through: * Consulting & fractional roles * Structured advisory engagements * Referral bonuses * Equity opportunities in select startups Best-in-Class Tooling & Systems We equip advisors with the same software, frameworks, templates, and workflows used by leading accelerators and studios—designed to make your advisory work more efficient and more impactful. A Powerful Network Connect with: * Startup founders * Investors and syndicate partners * Operators, engineers, and agency leaders * Other advisors across multiple domains Mission-Driven Community Join a platform committed to democratizing venture capital and expanding access to opportunity for founders globally. Who We’re Looking ForIdeal Background * Business/agency owners * Fractional CRO/COO/CFO/CTO/CMO * Product leaders, engineers, or technical founders * Former startup or VC operators * Consultants specializing in GTM, recruiting, ops, or finance What You Bring * 5+ years of relevant industry or startup experience * Strong expertise in at least one domain: capital, GTM, product, talent, or operations * Passion for mentoring and guiding founders * Clear communication, strategic thinking, and practical execution ability * Commitment to advancing our mission of democratizing venture success How to Join We invite interested advisors to complete two simple steps: 👉 Apply at initiocapital.com

Job DescriptionJob Description Job Title: Salesforce Lead/ Solution Architect - FSC SME Location: Remote (NYC preferred) Duration: 3 months with possible extensions (Contract to hire) Job Summary: Job Description: Financial Services Cloud (FSC) SME – Banking Role Overview • Deep banking domain expertise, • Strong Salesforce FSC solutioning, • Ability to independently drive requirements and client priorities Client Engagement & Advisory • Act as a trusted advisor to business and technology stakeholders, • Lead discovery workshops, design sessions, and roadmap discussions, • Translate business goals into platform-aligned transformation strategies, • Independently drive end-to-end requirement gathering (business, functional, process), • Define to-be operating models and customer journeys across banking domains, • Design scalable solutions leveraging:, • Financial Services Cloud, • Service Cloud, • Salesforce Data Cloud Apply strong knowledge of: • Retail & commercial banking, • Wealth management & client servicing, • Lending lifecycle (origination to servicing), • KYC, onboarding, and compliance workflows, • Leverage FSC capabilities for:, • Customer 360 & householding, • Relationship management, • Financial accounts & interactions, • Lead distributed teams (onshore + offshore pods) across design and delivery, • Drive backlog prioritization, sprint planning, and execution governance, • Ensure delivery aligns with business outcomes, timelines, and quality standards, • Engage with senior client stakeholders to align priorities and trade-offs, • Provide program-level oversight, risk management, and escalation handling, • Drive adoption of AI/Agentforce-led service models, • Identify opportunities for automation, productivity gains, and CX improvement, • Contribute to building reusable assets, accelerators, and industry solutionsQualifications Required Qualifications • 10–15+ years of experience in Salesforce and digital transformation programs, • 5+ years of hands-on experience with: Financial Services Cloud, • Strong experience in banking / financial services domain, • Proven ability to: Lead client workshops independently, • Drive requirements end-to-end without supervision, • Salesforce certifications (FSC, Service Cloud Consultant), • Experience with API-led integrations (e.g., MuleSoft), • Exposure to AI/Agentforce use cases (KYC, underwriting, collections, servicing), • Experience in large-scale transformation programs ($5M+ deals) Additional Information All your information will be kept confidential according to EEO guidelines.

Job Description We offer a hybrid work environment. Most US-based positions can also be performed remotely (any exceptions will be noted in the Minimum Qualifications below.) Our Mission: To actively connect people to their next great opportunity. Who We Are: ZipRecruiter is a leading online employment marketplace. Powered by AI-driven smart matching technology, the company actively connects job seekers with millions of businesses of all sizes through innovative mobile app, web, and email services, as well as partnerships with the best job sites on the web. ZipRecruiter has the #1 rated job search app on iOS & Android. Summary of Job: The Product Strategist works as a strategic partner with assigned Enterprise sales teams throughout the client lifecycle to accelerate sales revenue growth. This individual will focus on our SIA Top 20 accounts, help shape account and sales strategy, and act as a force multiplier for sales by bringing clarity, structure, and conviction to complex enterprise conversations. Key Focuses: Strategic Narrative and Storytelling • Craft and deliver a clear, compelling narrative that supports the business strategy—not just what the data says, but what the story should be., • Pivot effectively when conversations or customer narratives go off course, redirecting toward outcomes that support long-term business goals., • Prepare and present data-driven narratives that communicate performance outcomes and business impact to internal and external stakeholders., • Serve as a trusted advisor to senior customer stakeholders, maintaining a professional presence while navigating complex enterprise dynamics., • Provide subject-matter expertise for client presentations, demos, and training sessions., • Speak with authority to audiences ranging from frontline recruiters to C-suite executives, tailoring messaging without losing strategic coherence., • Act as a trusted advisor to leadership, handling sensitive information with discretion and understanding what should and should not be shared broadly., • Partner closely with Sales and Customer Success teams, straddling both motions when needed to support account health and expansion., • Support new business proposals and renewal strategies by contributing product insights and performance recommendations., • Push reps to operate with intention—forcing clarity around account plans, deal strategy, and next steps rather than allowing reactive execution., • Bring a strong Staffing Industry point of view, articulate it clearly, and advocate for it while remaining open to alternative decisions in service of what's best for the business., • Demonstrate resilience and thick skin in a highly negotiated sales environment, staying focused on outcomes rather than individual wins or losses. Competencies: • Experience operating in enterprise or strategic account environments, • Comfortable balancing advisory influence with commercial accountability, • Strong executive presence and communication skills, • High tolerance for ambiguity and change Ability to travel weekly, or about 50%, nationally Minimum Requirements: • 5+ years experience in a client-facing role with top SIA 100 accounts, • Proven track record of a consultative approach to selling, • Highly analytical and the ability to storytell using data, • Excellent communicator with strong skills to effectively listen, write, speak, educate, and persuade at all levels, • Expert problem solving backed by innate curiosity, • Adept at presenting strategy, communicating technical concepts to non-technical team members, and writing concise documentation, • Data-driven mindset to drive impactful client narratives and selling motions, • Proven ability to lead teams and work cross-functionally in a highly collaborative environment, • Experience in Job-advertising or Digital-advertising industries highly favored, • Detail-oriented, organized, and strong time-management skills, • Ability to learn quickly, adapt to feedback, and work in a rapidly changing environment, • Easily builds rapport and establishes relationships with customers and colleagues, • Listens patiently, probing for and clarifying to get necessary details Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. As part of our team you'll enjoy: • Competitive salary, • Exceptional benefits package, • Flexible Vacation & Paid Time Off #LI-Remote The US base salary range for this full-time position is $125,000. Our salary ranges are determined by role, level, and location, and the range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location, role-related knowledge and skills, depth of experience, relevant education or training, and additional role-related considerations. Depending on the position offered, equity, bonuses, commission, or other forms of compensation may also be provided as part of a total compensation package, in addition to a full range of medical, financial, and other benefits. ZipRecruiter is proud to be an equal opportunity employer and provides equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity or genetics. Privacy Notice: For information about ZipRecruiter's collection and processing of job applicant personal data for this job, please see our Privacy Notice at:

Job Description About Us At Greenbrook Medical, we believe seniors deserve more from the healthcare system—more time, more care, more coordination, and more heart. We provide high-touch, relationship-based primary care to seniors, built around one simple idea: deliver the kind of care we'd want for our own parents. Founded by two brothers inspired by their father's pioneering work in Medicare Advantage, Greenbrook is deeply personal and proudly modern. We quarterback our patients through their healthcare journey, making sure they're never alone in a complex system. Our business model is designed around patient outcomes, not volume—so we only succeed when our patients thrive. With roots in Tampa Bay and a partnership with Tampa General Hospital, we're growing thoughtfully to bring our model to more communities. Our team is the heart of it all: mission-driven, values-oriented, and relentlessly committed to taking the best care of our patients. About the Role The Vice President of Finance will serve as the organization's senior financial leader, responsible for financial strategy, planning, operations, and performance management across the business. As our first financial leader, you'll help guide the organization through its next stage of scale and complexity. This role will play a critical part in elevating the Finance function from a tactical function to a strategic driver of the business—bringing financial rigor, leadership, and insight. The ideal leader will help build the foundation for a world-class finance organization that can support the company's ambitious trajectory. This leader will guide the company through rapid growth, evolving risk-based contracts, and the complexities of value-based care economics. The VP of Finance will oversee all financial functions—FP&A, accounting, spend management, risk arrangements—and serve as a key thought partner to the CEO and executive team. As a VP of Finance, you'll report directly to the Chief Executive Officer. Location: New York City strongly preferred (Hybrid). Open to remote candidates in FL, VA, NY, NJ MO or TX. Key Responsibilities Financial Leadership & Strategy • Serve as a strategic advisor to the CEO and executive team on financial performance, growth planning, and operational decision-making., • Lead long-range financial planning, scenario modeling, and capital allocation strategies., • Partner directly with clinical, operations, and growth leaders to ensure financial sustainability within a full-risk, value-based care model., • Own the annual budgeting process, ongoing reforecasting, and long-term financial models., • Conduct deep FP&A analyses including:, • Budget vs. actual performance, • CAC:LTV modeling, • Churn and retention analysis, • J-curve and cohort performance analysis, • Oversee all financial operations, including outsourced HR/Payroll support responsible for payroll processing, benefits administration, state tax filings, corporate insurance, and related compliance., • Manage the relationship with external bookkeeping and accounting partners., • Ensure timely and accurate month-end closes, reconciliations, and financial statements., • Manage spend discipline across the organization, including:, • Budget adherence, • Hiring salary approvals, • Corporate credit card strategy, provisioning, rules, and controls, • Vendor onboarding and vendor management, • Receipt tracking and spend reporting, • Oversee financial operations related to full-risk and value-based care contracts., • Validate that capitation payments, stop-loss charges, and shared savings distributions are accurate., • Lead contestations and reconciliation processes with payers as needed., • Guide reserve fund allocation and risk corridor decision-making., • Partner with clinical and operational teams to understand drivers of performance and financial outcomes. Accountabilities • Financial Planning & Analysis: Deliver accurate forecasts and budget vs. actual performance, ensuring financial targets are met., • Operational & Spend Management: Maintain disciplined spend, optimize cost efficiency, and ensure compliance with internal policies., • Risk-Based Contract Oversight: Ensure accurate capitation, stop-loss, and shared savings payments while managing reserve funds effectively., • Strategic Leadership: Provide actionable financial insights that drive growth, operational decisions, and strategic initiatives., • Compliance & Controls: Ensure all financial operations meet regulatory, CPOM, and value-based care requirements. About You • Experience:, • 10+ years of FP&A, strategic finance, and accounting experience., • 5+ years of leadership experience building and scaling high-performing finance teams and overseeing strategic financial operations., • Strong experience with value-based care or risk-bearing payment models (e.g., Medicare Advantage, global capitation, ACO REACH), including understanding of drivers of medical spend, capitation flows, and performance economics., • Working knowledge of MSO–PC structures and corporate practice of medicine (CPOM) considerations, with the ability to ensure compliant financial operations in a multi-entity environment., • Skills:, • Proven ability to translate financial analysis into clear operational levers and strategic decisions across the organization, • Comfort operating in a fast-paced, scaling healthcare startup, with a track record of instilling financial discipline and building scalable processes., • Sound judgment and business acumen, with the ability to balance risk, investment, and long-term value creation, • Clear, confident communicator who can articulate financial strategy and insights to executive leadership, the Board, and investors, • Collaborative leadership style with the ability to influence across clinical and operational stakeholders., • Hands-on experience with accounting systems, reporting tools, or ERP platforms., • Strong judgment and business acumen, balancing financial risk with strategic opportunity., • Values: You embody our core values of Heart, Excellence, Accountability, Resilience, and Teamwork. Why You Should be Excited • Innovation: Be part of an innovative clinic setting the standard for senior-focused primary care. Work in a supportive, patient-first environment that values quality care., • Impact: Be part of a mission-driven team focused on transforming healthcare for underserved seniors., • Growth: We're building more than a company - we're building careers. As we grow, we're creating meaningful opportunities for you to expand your skills, take on new challenges, and shape your path forward., • Compensation & Benefits: Competitive base salary and performance-based bonus, paid time off, health, dental and vision benefits, and 401K with a company match. Our Selection Process Our selection process typically includes an online application, initial interview, second round interview, values interview, case study submission and final interview, and reference check. Equal Employment Opportunity and Commitment to Diversity At Greenbrook Medical, we believe the only way we accomplish our mission is by building the best team in healthcare. We do this through a culture of respect and belonging, ensuring our teammates feel cared for first and foremost. We will extend equal employment opportunity to all applicants without regard to age, race, ethnicity, sex, religion, sexual orientation, gender identity, socioeconomic background, disability status, military affiliation, pregnancy or any other status protected under federal, state and local laws. We encourage all who share our mission to apply. Greenbrook Medical will provide reasonable accommodations during the recruitment process. If you need additional accommodations or assistance, do not hesitate to contact our People team at .

Job DescriptionAbout NationMind LLC: NationMind LLC is a technology consulting firm focused on software development and QA testing services. We help clients build reliable, scalable applications with a strong emphasis on automation, performance, and quality. Our team works across industries, delivering solutions that drive innovation and operational efficiency. We are currently hiring skilled professionals for IT Business Analyst to join our growing team. About the Role We are seeking Technology Business Management (TBM) Expense Transparency Consultants across multiple experience levels to support a large, governmentbased IT organization. Work Location: NYC (Must be local to work onsite) Duration: 6 months with a possible of extension Rate Range: $40-$73/hr on W2 depending upon experience This role focuses on IT financial transparency, helping leadership understand: • Where IT money is spent, • How costs are allocated, • How IT services link to business valueThe work spans all IT service towers, including:, • Product Management, • Infrastructure & Operations, • Cybersecurity, • Other IT service organizationsLevels We Are Hiring For: Level 4 Senior TBM Expense Transparency Consultant Experience: 10+ years Government experience: Required Focus: • Enterpriselevel ownership of TBM and IT financial transparency, • Leads cost modeling, allocation methodologies, and executive reporting, • Leads TBM expense transparency activities, • Owns complex financial models and reporting, • Handson IT financial analysis and modeling, • Supports cost allocation, reporting, and transparency efforts, • Works under guidance of senior consultantsFinal leveling will be based on experience and scope of prior work. Key Responsibilities (All Levels) • Lead and support TBM Expense Transparency initiatives across IT, • Develop, maintain, and refine IT financial models, including:, • Cost allocation models, • Service and tower cost mappings, • Run vs. innovate categorizations, • Partner with IT Service Owners to validate financial inputs, • Maintain and enhance reports used to communicate IT spend, • Review and improve allocation methodologies, • Ensure financial data is accurate, defensible, and clearly explainedRequired Qualifications, • Experience in Technology Business Management (TBM), IT finance, or cost transparency, • Strong understanding of IT financial operations:, • Budgeting & forecasting, • Cost allocation, • Procurement and vendor management, • Contract analysis, • Financial reporting, • Advanced Microsoft Excel skills (required):, • Complex formulas and pivot tables, • Financial modeling, • Scenario analysis, • Ability to work with IT, Finance, and business stakeholders, • Ability to clearly explain financial data to nonfinancial audiences, • Prior government experience is required for senior levelsPreferred Qualifications, • TBM frameworks or cost transparency tools, • Power BI or similar reporting tools, • ServiceNow exposure (ITFM, CMDB, assets, services), • PeopleSoft or similar ERP experience, • Experience supporting large publicsector or government organizationsIdeal Candidate Profile, • Analytical and detailoriented, • Confident, clear communicator, • Comfortable working independently, • Experienced in large, complex financial environments, • Familiar with publicsector financial controls and oversightLocation & Work Requirements, • Must be local to NYC, • Must work onsite at least 3 days per week, • No relocation, • No fully remote optionsWhy This Opportunity, • Highvisibility government IT initiative, • Strategic role influencing IT financial transparency, • Strong possibility of extension beyond 6 monthsEmployment may be contingent upon the successful completion of applicable background checks and eligibility requirements, consistent with government regulations and organizational policies. We are an Equal Opportunity Employer and are committed to providing equal employment opportunities to all applicants and employees. Employment decisions are made without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, national origin, citizenship, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law. Flexible work from home options available.

Job DescriptionTitle: Director of Cybersecurity Practice Location: Remote Office (within ~90 miles radius of the Philly, PA area) Company: Solid growing IT Solution provider Compensation: Lucrative salary and full benefits Position Type: Full-Time/Perm Position ID: 1780 Step into a high-impact leadership role where you will define and scale an existing Cyber Security Practice. This position blends executive advisory, technical strategy, and business leadership – giving you the platform to influence C-level stakeholders, shape multi-year security roadmaps, and drive meaningful outcomes across diverse enterprise environments. You will serve as a trusted advisor to business leaders, guiding them through complex cyber risk challenges while architecting modern, scalable security solutions across cloud, infrastructure, and applications. At the same time, you will own the growth and performance of the practice – building offerings, developing go-to-market strategy, and driving revenue. This role is ideal for a senior security leader who thrives at the intersection of strategy and execution, enjoys client-facing engagement, and wants to establish thought leadership in the cybersecurity space. What You’ll Do: • Build and lead a high-performing Cyber Security Practice, • Advise executives on cyber risk, governance, and security strategy, • Architect advanced security solutions (threat intelligence, IR, automation, analytics, DLP, endpoint, etc.), • Develop scalable security services, frameworks, and client programs, • Drive business growth, pipeline, and financial performance, • Deep expertise across security architecture, incident response, threat intelligence, and vulnerability management, • Experience advising enterprise clients on frameworks like NIST, ISO, and ITIL, • Proven track record building and scaling security practices or business units, • Strong executive communication and client engagement skills, • Hands-on knowledge of modern security tools, trends, and threat landscape, • Executive-level visibility and influence, • Opportunity to scale and shape a growing practice, • Highly strategic and client-facing Contact: Karel Lukas The Trevi Group If this position is not the right match for you... then who comes to mind that should hear about it. Any recommendations you provide will be tagged confidentially with your name so that if we place that person within one year, we will send you a $1,000 Amex Gift Card to thank you for your help. Just know that when we contact people that you recommend to us, we contact them confidentially and never mention your name. Your referrals are handled in a completely confidential manner. #TheTreviGroup #hiring #cybersecurityleadership #phillyjobs #practicedirector #ZeroTrust #SASE #ceybersecurity ##mitre #sase # #zerotrust #cisco #paloalto #cloudflare #tenable #qualys

Job Description Incisive. Inclusive. Invested. We’re Axinn. Experienced, tenacious, and always trial-ready, we are committed to understanding complex legal challenges that impact the future of our clients' businesses, globally. Focusing on antitrust, intellectual property, and high-stakes litigation, our extensive teams in the U.S. possess deep knowledge and client-side experience across a range of sectors, including technology, healthcare, life sciences, and consumer products. At Axinn, inclusivity is central to who we are. We have a purpose that goes beyond profit, which includes fostering a fair, welcoming workplace and supporting the communities where we live and work. We actively recognize talent and promote opportunities for all team members. By embracing the unique experiences and perspectives of our people, we fuel creativity and deliver results for our clients. The Firm’s Manager of Information Security is responsible for establishing and leading a comprehensive, enterprise-wide information security program that safeguards the firm’s data, systems, and client information. This role provides strategic direction to ensure the confidentiality, integrity, and availability of information assets across the firm’s technology and business operations. The position partners closely with executive leadership, IT, legal stakeholders, and business leaders to align security initiatives with organizational objectives, risk tolerance, and regulatory obligations. The Manager of Information Security drives the development of policies, frameworks, and governance structures that support compliance with client requirements, industry standards, and evolving regulatory expectations. Serving as a trusted advisor to firm leadership, this role oversees security strategy, risk management, and program maturity, while fostering a culture of security awareness across the firm. The position also leads and develops security personnel, ensuring effective execution through strong delegation, oversight, and continuous improvement, enabling the firm to proactively respond to an increasingly complex threat landscape.Duties and Responsibilities: • Establish and lead the firm’s enterprise information security program, ensuring alignment with business strategy, regulatory requirements, and client confidentiality obligations, • Define and maintain a comprehensive governance framework, including security policies, standards, and procedures that support firm-wide risk management objectives, • Develop and report on key risk and performance metrics, providing regular updates and strategic insights to executive leadership and stakeholders, • Direct the identification, assessment, and mitigation of cybersecurity risks, ensuring a proactive and risk-based approach to protecting firm assets, • Oversee incident response strategy and execution, ensuring timely investigation, containment, remediation, and executive-level reporting, • Champion organizational readiness through the development of incident response playbooks and leadership of regular tabletop exercises, • Ensure ongoing compliance with applicable frameworks and obligations (e.g., NIST, ISO, HIPAA), as well as evolving client security requirements, • Lead firm-wide security awareness and training initiatives to foster a strong culture of security across attorneys and business staff, • Provide strategic oversight of security technologies and platforms, ensuring effective capabilities, integration, and return on investment, • Partner with IT, Legal, Compliance, and business leaders to embed security into operations, third-party risk management, and cloud strategy, • Oversee enterprise risk assessments and remediation programs, communicating priorities, progress, and outcomes to senior leadership, • Build, lead, and develop a high-performing information security team, including mentoring, performance management, and capability growth, • Perform other leadership duties as required to support the firm’s security and risk management objectives Education • Bachelor’s degree in Computer Science, Information Technology, Cybersecurity, or a related field; Master’s degree in Information Security, Business Administration, or a related discipline strongly preferred., • Advanced security certifications highly desirable (CISSP, CISM, CISA, CRISC, CCSP)., • Ongoing professional development in cybersecurity, risk management, or leadership is highly valued. Experience: • Minimum of 10 years of progressive experience in information security, IT risk management, or cybersecurity leadership roles., • Proven track record leading enterprise-wide security programs, aligning cybersecurity strategy with organizational goals., • Extensive experience overseeing incident response, vulnerability management, and compliance initiatives at scale., • Demonstrated ability to manage and mentor multi-level security teams, including managers and senior analysts., • History of influencing executive leadership and participating in strategic planning for enterprise risk management., • Experience with budget planning, vendor management, and cross-functional security initiatives. Skills and Competencies: • Deep knowledge of enterprise security frameworks and standards (ISO/IEC 27001, NIST CSF, CIS Controls, SOC 2) and regulatory compliance requirements., • Strategic oversight of security architecture, risk assessment, incident response, and threat intelligence programs., • Exceptional leadership, organizational, and project management skills with the ability to drive complex, multi-team initiatives., • Excellent communication skills, capable of translating complex security concepts and risk assessments for executive leadership and boards., • Strong business acumen, with the ability to balance security priorities against operational and financial considerations., • Demonstrated ability to foster a security-conscious culture across all levels of the organization., • Experience evaluating emerging threats, technologies, and vendor solutions to inform enterprise security strategy and investments. Benefits At Axinn, we offer market competitive wages and generous benefit options to our valued employees. This includes, but is not limited to, the following: • Competitive starting pay and annual discretionary bonus and raise eligibility, • Generous paid time off benefits (vacation, personal days, holidays, and sick leave), • Firm paid short and long-term disability, plus life and accident insurance, • 401(k) Profit Sharing Plan and Cash Balance Retirement Plan with generous employer contributions (please ask for further details re: eligibility requirements), • Comprehensive medical, dental, and vision insurance options, • Flexible spending and health savings accounts (medical plan dependent), • Firm paid comprehensive Employee Assistance Program (EAP), • Student loan refinancing discounts, • Lifestyle reimbursement program This is a full-time, benefits eligible, exempt level position. Final rate of pay and title will be commensurate with the incumbent’s experience, with a targeted hiring range of $160,000 - $225,000 (the upper range reserved for highly qualified applicants). This position is currently available in either our NY, CT, or DC office locations. Axinn is an equal employment opportunity employer and is committed to creating an environment that draws upon the strength of the diversity of its workforce to achieve excellence in the Firm's field and beyond

Job Description We are seeking a dynamic, resourceful, and entrepreneurial-minded Senior Traffic Engineer to lead and expand our traffic engineering practice working from our Brooklyn office (hybrid), Patchogue office (hybrid), or fully remote. This role will serve as the primary point of contact for our clients in the region, providing high-quality technical expertise and project leadership, with the flexibility and opportunity to grow into a broader leadership role within the firm. Duties: • Manage and deliver traffic engineering projects, ensuring technical excellence and client satisfaction., • Lead and direct staff in performing traffic studies, analyses, and the preparation of engineering deliverables., • Attend and represent the firm at daytime and evening public meetings in support of projects., • Drive targeted business development efforts to grow the firm’s traffic engineering portfolio on Long Island., • Maintain and build strong client relationships and serve as a trusted advisor for traffic engineering services., • Prepare competitive proposals and pursue prospective opportunities to expand our client base., • Collaborate with transportation professionals operating in the NYC metro area to support projects and activities across the wider region. This position offers an exciting opportunity for a motivated professional to build, lead, and shape the firm’s traffic engineering presence on Long Island, while working alongside a talented regional team. The role provides a clear path to leadership for those with the vision and drive to grow both the practice and client relationships. Requirements • 8+ years’ experience in traffic engineering and transportation planning with at least 4 years’ experience managing projects and handling clients NYS PE License (or ability to acquire in 6 months)., • PTOE certification a plus B.S. degree in civil engineering Familiarity with NYSDOT requirements; familiarity with Long Island geography a plus., • Excellent communication and public speaking skills., • Strong project management skills., • Deep understanding and mastery of traffic engineering and transportation planning principles as they relate to both private and public projects/clients., • Ability and willingness to travel within NYC metro area to visit project sites and attend meetings., • Ability and willingness to conduct business development activities within target market. Salary Range: $125,000 - $190,000 per year. The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location. Benefits Body, mind, and wallet—LaBella’s benefits support a holistic approach to your health and wellness, creating the foundation for physical, mental, and financial well-being. Our benefit offerings cover the must-haves (healthcare and retirement), the just-in-cases (insurances and employee assistance programs), and the cherry-on-tops (fitness reimbursements, year-end incentive pay, and tuition assistance). Visit our website for more details on benefits listed below. • Flexible Work Schedule, • Health/Dental Insurance, • 401k Plan with Employer Match, • Paid Parental Leave, • Short & Long Term Disability, • Profit Sharing, • Paid Time Off, • Leadership Development Program, • Fitness Reimbursement, • Tuition Reimbursement, • Referral Bonus Program, • Wellness Program, • Team Building Events LaBella Associates does not accept unsolicited resumes from recruiting professionals or agencies, nor do we accept resumes from any source that does not reference a specific, open position. LaBella Associates will not be responsible for any fees arising from the use of resume submitted by recruiting professionals or agencies that do not have a current placement fee agreement with LaBella Associates. All initial communication with recruiting professionals or agencies must go through human resources.

Job Description Every day, we work together for what matters – bold, swift, and equitable climate action. ABOUT THE ROLE As a Senior Consultant on the Power Markets team, you will help accelerate 3Degrees’ expansion into the $55B transferable tax credit (TTC) market. Our Power Markets team has a strong reputation of delivering expert renewable energy strategy and implementation services, including advising clients on large, complex transactions such as power purchase agreements (PPAs) and biomethane purchase agreements (BPAs). This position will play an essential role in expanding 3Degrees’ TTC advisory services for corporate clients, which help finance utility-scale clean energy projects. You will provide subject matter expertise on the various aspects of TTC transactions, combining your tax and accounting experience with the team’s deep knowledge of renewable energy projects and energy markets in order to advise clients on the successful execution of tax credit deals. This is a high-impact role requiring a unique blend of tax accounting fluency and a client-facing consulting skillset. You will help move potential advisory engagements from initial sales conversations to close (in conjunction with account executives on the Global Business Solutions (GBS) team) and then execute on those consulting engagements alongside Power Markets team members, all the while providing the technical credibility needed to satisfy corporate tax departments and their external advisors. This is a full time, exempt role reporting to the Associate Director, Power Markets. We value camaraderie, team collaboration, and the benefits of in-person connection, while offering flexibility. For this role, we prefer candidates to join us in a voluntary, flexible hybrid work style in one of our office hubs in San Francisco, CA; Portland, ME; or New York, NY. For exceptional remote candidates, we strongly prefer those located in states where we are currently eligible to hire: CA, OR, NY, WA, ME, TX, CO, MI, FL, MA, MN, VA, DC, GA, UT, and IL. While we prioritize candidates in, or open to relocating to, these states, we may consider outstanding remote candidates from other US states. Please note that hiring in a new state would involve evaluating the implications of establishing a new hiring presence there. Additionally, 3Degrees does not provide relocation assistance for this position. WHAT YOU’LL DO • TTC advisory service build-out: Assist the Associate Director in building-out 3Degrees’ TTC offering, expanding the service line with the full support of the Power Markets and Global Business Solutions (GBS) teams., • Business development: Partner with account executives on the GBS team to pitch TTC solutions to corporate clients. You must be able to translate tax concepts into a compelling business case for C-suite and tax executives while also making it digestible by non-financial stakeholders., • Client stakeholder engagement: Serve as a trusted advisor to our corporate clients, sharing your expertise in educational workshops that align a client’s internal teams—from tax to sustainability—around a shared vision of climate impact and financial efficiency. Act as the technical liaison to clients’ internal and external tax advisors, accounting teams, and legal counsel to ensure credibility and efficacy of 3Degrees’ advisory services., • Strategic sourcing & developer relations: In conjunction with Power Markets team members, nurture meaningful relationships within the renewable energy ecosystem to ensure our clients have access to diverse, impactful TTC project options that are risk-mitigated and highly likely to reach commercial operation., • Risk mitigation & quality assurance: Lead the evaluation of project-level risks, including "recapture" risk and qualification for bonus credits (e.g., domestic content, energy communities), ensuring that all credits presented to buyers meet rigorous standards., • Contract negotiation: Help negotiate Tax Credit Transfer Agreements (TCTAs), working closely with clients’ commercial, tax, accounting, and legal teams. ABOUT YOU • Professional experience: 3-4+ years in accounting, finance, tax equity, investment banking, or specialized energy law. Specific experience in these areas related to renewable energy is certainly a bonus, but not required., • Track record: You have worked as part of a team to help close tax credit transactions and advise clients along the way. Experience in tax equity or other transferable tax credit markets (even outside of renewables) is required., • Tax accounting fluency: You possess practical knowledge of tax credit transferability, as introduced in the Inflation Reduction Act (IRA), and the U.S. Federal Tax Code, specifically Section 6418 provisions. While a CPA is not strictly required, you must be able to build technical trust with corporate accountants and tax advisors., • The "consultative seller" mindset: You enjoy business development and are comfortable being the technical lead on sales calls., • Strong project management: You have demonstrated attention to technical detail and thrive on being the "technical engine" of the consultative engagement., • Communication: Ability to translate complex concepts into "c-suite ready" pitch materials and executive presentations., • Education: A Bachelor’s degree in Finance, Accounting, Economics, or Engineering is required. Advanced degrees (JD, MBA, or Master’s in Taxation) or certifications HOW WE DEFINE SUCCESS Within 30 Days: • Technical upskilling: Empower internal teams by sharing tax and accounting subject matter expertise in relation to TTC transactions, fostering a culture of shared knowledge and cross-departmental fluency., • Sales & consulting materials review & development: Review and improve existing TTC collateral and help develop new sales and consulting materials., • Pipeline identification: Collaborate with account leads to identify clients where TTCs can deepen their decarbonization impact and strengthen their renewable energy portfolios., • Go-to-market strategy: Work with the Associate Director to review and improve the TTC go-to-market plan, including helping to refine value propositions for different corporate buyer personas (e.g., tax-heavy vs. sustainability-driven clients)., • Pipeline velocity: In partnership with the Associate Director and GBS team, help advance at least three qualified prospects from the "Discovery" phase to the "Formal Proposal" or "LOI" stage, demonstrating the ability to address technical tax/accounting objections., • Technical authority: Participate in discovery calls and technical presentations as a subject matter expert, consistently achieving high "technical trust" ratings in internal sales debriefs., • Competitive positioning: Complete an assessment of the TTC competitive landscape, delivering a differentiation guide that enables the sales team to articulate 3Degrees’ unique advantages in the market. COMPENSATION & BENEFITS • Compensation: The minimum and maximum salary for this position is $117,565 to $135,200 in the US. The level of pay within the range will depend on a variety of job-related factors that may include location, role requirements, relevant prior experience and/or education, or particular skills and expertise, • Supplemental Pay: This position is eligible for discretionary bonus programs including the company’s profit sharing program and an annual performance bonus., • This compensation and benefits information is based on 3Degrees’ good faith estimate as of the date of publication and may be modified in the future

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

Job Description Job Details Job Title: IT Account Manager / Business Development Manager Working Location: New York, NY Working Style: Remote but vising client office 2 days are required Employment Type: Exempt / Full-time Salary: Base: $120K (plus uncapped incentive plan) Benefits: Full Benefits (Insurance, 401K, PTO) Working Hours: 9:00 AM – 5:00 PM Position Overview We are seeking a proactive, results-driven IT Account Manager / Business Development Manager to join our team in the U.S. market. This role combines strategic management of an existing key client in the financial sector with active new client acquisition. The ideal candidate is commercially minded, technology‑savvy, and motivated to grow revenue by both deepening existing relationships and winning new business. You will serve as a trusted advisor to clients, identifying growth opportunities, understanding business and technical needs, and delivering tailored IT consulting and technology solutions that align with client objectives. Key Responsibilities Account Management (Existing Client) • Manage and expand relationships with assigned key accounts to ensure long-term partnership and client satisfaction., • Identify upsell and cross-sell opportunities within existing accounts., • Act as the main point of contact, coordinating with internal technical and delivery teams to ensure successful project execution., • Monitor account performance, financial results, and key business KPIs., • Proactively identify and pursue new business opportunities through prospecting, networking, referrals, and industry events., • Develop and maintain a healthy sales pipeline aligned with revenue and growth targets., • Conduct client meetings, presentations, and solution demonstrations to articulate the value of our IT consulting and technology services., • Understand prospect needs and design customized solutions in collaboration with internal teams., • Negotiate contracts and close deals to meet or exceed revenue and profitability goals., • Stay informed on market trends, emerging technologies, and competitor offerings., • Maintain accurate and up-to-date sales activities, forecasts, and client information in the CRM system., • Participate in trade shows, industry events, and networking activities to increase brand awareness., • Proven experience in IT sales, account management, and/or business development (consulting, infrastructure, or application projects)., • Demonstrated ability to grow existing accounts and win new clients., • Strong understanding of IT infrastructure, applications, and consulting services; financial services industry experience is a plus., • Familiarity with the software development lifecycle (SDLC)., • Experience managing infrastructure or application projects is an advantage., • Excellent communication, negotiation, and relationship‑building skills., • Self‑motivated, target‑driven, and comfortable working independently as well as collaboratively., • Proficiency in contract management, billing processes, and CRM tools., • Bachelor’s degree in Business, Information Technology, or a related field. Please note: Emails from @cintertechnology.work are not associated with Cinter Technology and are part of a scam. Powered by JazzHR oYomHnzlHI

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'll be working with a new and growing team that is responsible for the content management architecture at SmartAsset. This team is working to build out the future content management systems to create, serve, and innovate on the financial information that attracts our users and has built our brand. Your role on this team will involve working on both front and backend services as we build and migrate our new content management system while working closely with our organizational architects to design the future of how we serve content. About the Job: Responsibilities: • Engage in a highly collaborative team environment where you will deliver software following best-practice principles using Agile methodology, • Build and maintain full-stack enterprise technology solutions that scale and represent our brand to our users., • Partner with our Product team to identify opportunities to streamline how we create, structure, and deliver content., • Integrate with third party tools and our internal Data teams to facilitate critical feature experimentation and sharpen the content we provide., • Partner with our architects to design an enterprise Content Management architecture that can grow and serve the needs of our business for years to come, • 5+ years experience building full stack web applications., • Strong experience building, shipping, scaling and operating Java web applications, • Strong experience with ReactJS and NodeJS frameworks and building modular content for the modern web., • Proficient with SQL and comfortable working with relational databases., • Strong knowledge of Git or other source control tools., • Experience designing complex cloud solutions based on AWS and the ability to plan the implementation of these solutions., • Demonstrated critical and strategic thinking about business, products, and technical challenges to stakeholders, • Excellent verbal and written communication skills and familiarity working in an agile environment., • Enthusiasm for working in a startup environment and the ability to be cross-functional., • Passion for technology and working with a team to continuously improve each other, our tools, and our processes.Skills / Experience Preferred:, • Experience using or integrating headless WordPress or other Content Management tools., • Knowledge or experience with the NextJS framework and GraphQL., • Experience working with A/B testing tools such as Optimizely., • Familiarity with Terraform or other IaC tools., • Experience with ad serving platforms such as DFPAvailable 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, • Short-term and Long-term Disability, • FSA: Medical and Dependent Care, • 401K, • Equity packages for each role, • Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave, • EAP (Employee Assistance Program), • Employee Resource Groups supporting our underrepresented communities, • Pet Insurance, • Home Office Stipend SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at . California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $117k- 176k base salary + 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 Description Wachsman is a global communications and strategy consultancy focused on advising Founders and Executives at the cutting edge of emerging, transformative technologies. Built for the digital and decentralised age, we provide our clients with advisory services spanning strategic and communications consulting, PR and media relations, reputation and issues management, investor relations, and policy communications. We enable them to establish and defend their industry position as they drive digital transformation and navigate new challenges and opportunities. Founded in 2015 with regional headquarters in New York, Dublin, and Singapore, Wachsman is a trusted advisor to some of the world’s most innovative companies. We help rapidly scaling firms at key moments in their journey, including in market entry, fundraising, commercial partnerships, change management, product launches, mergers and acquisitions, corporate repositioning, and regulatory compliance. Born in the blockchain industry, Wachsman has grown to become a critical partner to a wide array of start-ups and scale-ups, challengers and disruptors across verticals including fintech, payments and financial services, data management, energy and climate tech, e-sports and gaming, arts and entertainment, social media, real estate, law, and healthcare. This role will be remote initially, with a transition to a hybrid working model expected in the coming months. Duties: Client • Translate client business needs into PR action with compelling messaging and strategies that excite and invigorate clients., • Guide the creation, editing, and standards of client press materials, messaging and strategic plans., • Provide strategic counsel to ambitious, challenging and technical clients., • Oversee the planning and successful execution of highly impactful PR campaigns., • Provide counsel and strategy for branding, reputation management; embrace and understand the principles of global media relations., • Direct crisis communications response for clients., • Demonstrate commitment to industry, agency, and clients by mastering industry knowledge and understanding clients’ businesses., • Develop and maintain relationships with influential media to secure and grow coverage. Be an escalation point for high-stakes, high-value media opportunities and editor-level interactions on behalf of clients., • Conduct meetings with clients and new business., • Provide expert counsel and coaching to team-mates on every facet of the PR profession., • Inspire ambition and enthusiasm from colleagues; take pride in facilitating others’ professional development., • Empower client account teams to sustain a high pace of work while maintaining the highest standards of work product and client experience., • 7-9 years of recent PR agency experience conducting media relations., • Exceptional written and verbal communication skills., • Knowledge of fintech and/or financial services sectors preferred., • Demonstrated ability to think strategically and to identify opportunities for clients., • Excellent knowledge of the media landscape., • Ability to communicate clearly and transfer complex information in a concise and clear form., • Ability to prioritise and plan effectively., • Strong attention to detail., • Accomplished workshop facilitator., • Crisis communications experience preferred., • Demonstrated ability to lead teams successfully., • Excellent interpersonal/soft skills., • Motivated to excel in a fast-paced environment. RmAixjaBzV

Job Description Banking Digital Strategy ConsultantJob Details • Banking Digital Strategy Consultant – Financial Services & Insurance (Contract), • Location: New York NY 10012 preferred. Open to Remote EST/PST time zone (EST Preferred)., • Duration: 10/07/2025 to 1/26/2026, • Team: Sales - DSG FSI About the Role:, • As a Banking Digital Strategy Consultant, you will be leading key workstreams as part of strategy consulting engagements for leading banking customers. During each engagement, you will collaborate with a team of experts at Adobe with experience from leading consulting & FSI companies to conduct analyses, develop insights, and deliver impactful recommendations. You will advise industry executives and utilize your experience to become a trusted advisor to clients, and serve as a thought leader on trends, digital innovation, and use cases for Adobe technology. Required Skills & Qualifications:, • MBA preferred, but not required, • 5+ years in strategy consulting advising for/ operating at Universal banking (retail/commercial banking/Wealth Mgmt.) or a major regional bank through an enterprise level digital transformation, • Experience leading major workstreams in a top management consulting firm or digital agency, • A track record of strategy formulation and translating strategy into plans that deliver results., • Executive presence, with experience presenting to VP+ level stakeholders., • Excellent written and verbal client communication skills, • Strong problem solving and analytical skills including talent for conducting research, analyzing data, developing hypotheses, sharing thoughts with peers / leaders at Adobe, and crafting effective recommendations, • Track record of achieving impact through others, and effectively collaborating across functions, • High degree of intellectual curiosity and ability to absorb new concepts quickly, • Willingness to travel up to 20%. Compensation:, • Up to $59.86 per hour.#36466541

Job Description Capgemini is a leading technology consulting company specializing in insurance product innovation, technology modernization and operational transformation. We partner with top-tier U.S. insurers to enhance personal lines product portfolios, drive growth, and modernize operations. We are seeking a Senior Property & Casualty Insurance Product Manager – Personal Lines with expertise in product rationalization, new product development, product run-offs, regulatory strategy, InsurTech enablement, and claims transformation. This role requires deep industry knowledge and strategic consulting skills to advise insurers on optimizing personal lines products, navigating compliance requirements, and implementing emerging technologies. Key responsibilities include leading product portfolio optimization, rate filings, and competitive market assessments. The candidate will also drive digital transformation initiatives, evaluating InsurTech solutions such as telematics-based pricing, AI-driven claims automation, and predictive analytics for risk segmentation. Additionally, they will support regulatory advisory projects, ensuring compliance with state DOI regulations, NAIC model laws, and evolving legislative changes. The ideal candidate will have 10+ years of P&C insurance product management or consulting experience, strong expertise in personal lines pricing, underwriting, and compliance, and familiarity with technology platforms like Guidewire, Duck Creek, and Majesco. Preferred qualifications include CPCU, AINS, ARM, Lean Six Sigma, or PMP certifications. This is an exciting opportunity to work with leading insurers on high-impact projects, leveraging data-driven strategies and InsurTech solutions to reshape the future of personal lines insurance. Join us and contribute to strategic innovation, regulatory excellence, and digital transformation in the insurance industry. Key Responsibilities: The key responsibilities of this role will include supporting Client and Internal Project Teams with a mix of the following capabilities: Strategic Consulting & Client Advisory • Act as a trusted advisor to top-tier insurers on personal lines insurance products, including homeowners, auto, renters, and umbrella., • Lead product rationalization efforts, optimizing insurers’ portfolios to reduce complexity, enhance profitability, and improve customer experience., • Drive new product development, leveraging telematics, usage-based insurance (UBI), embedded insurance, and AI-driven pricing models., • Develop and implement product run-off strategies, ensuring compliance, financial stability, and seamless transition for policyholders., • Guide insurers through regulatory advisory initiatives, ensuring product strategies align with state DOI regulations, NAIC model laws, and evolving consumer protection standards. Regulatory Compliance & Market Strategy • Advise on state and federal regulations, helping clients navigate rate filings, compliance risks, and policyholder protections., • Manage engagements related to state DOI rate filings, competitive benchmarking, and regulatory impact assessments., • Provide insights on emerging legislative changes (e.g., climate risk mandates, AI-driven underwriting guidelines, and telematics regulations). InsurTech Enablement & Digital Transformation • Partner with technology teams to implement digital underwriting, AI-based risk models, and automation tools., • Evaluate and recommend InsurTech solutions such as:, • Telematics-based pricing (e.g., Cambridge Mobile Telematics, Arity), • AI-driven claims processing (e.g., CCC Intelligent Solutions, Snapsheet), • Fraud detection & predictive analytics (e.g., Shift Technology, FRISS), • Customer experience & digital distribution (e.g., Cover Genius, Trov), • Support insurers in modernizing core platforms, working with vendors like Guidewire, Duck Creek, and Majesco. Claims Transformation & Risk Management • Assist clients in claims process optimization, leveraging automation, AI, and predictive analytics for faster claims adjudication., • Develop strategies for fraud detection, litigation management, and claims efficiency improvements., • Work with claims and risk teams to align product design with evolving risk trends (e.g., climate change impact, cyber risks in personal lines, and increased litigation costs). Project Leadership & Stakeholder Engagement • Lead cross-functional consulting engagements involving actuarial, underwriting, IT, claims, and distribution teams., • Develop and present strategic recommendations to C-suite executives, supporting data-driven decision-making., • Manage multiple client engagements, ensuring timely delivery, regulatory alignment, and measurable business impact. Requirements • Education: Bachelor’s degree in Business, Finance, Insurance, or a related field (MBA, CPCU, or AINS preferred)., • Experience: 5+ years in P&C insurance product management, consulting, or strategy roles, with a strong focus on personal lines., • Industry Certifications (Preferred):, • CPCU (Chartered Property Casualty Underwriter) – Deep expertise in P&C insurance., • AINS (Associate in General Insurance) – Strong foundational knowledge of insurance operations., • ARM (Associate in Risk Management) – Specialization in risk assessment and mitigation., • Lean Six Sigma or PMP – For project management and operational efficiency., • Technical Expertise:, • Deep knowledge of personal lines product development, pricing, underwriting, and risk management., • Experience with product rationalization, run-off strategies, and market repositioning., • Strong understanding of state insurance regulations, rate filings, and DOI compliance., • Familiarity with InsurTech solutions, AI-driven pricing models, and claims automation technologies., • Proficiency in data analytics tools (e.g., SQL, Python, Tableau, Power BI) for actuarial and risk modeling., • Consulting & Leadership Skills:, • Proven ability to develop strategic recommendations and present to C-suite executives., • Strong project management skills with experience leading cross-functional teams in product transformation., • Excellent problem-solving, analytical, and communication abilities., • Expertise in Agile methodologies for product development and market deployment., • Use of Lean Six Sigma frameworks for process optimization and operational efficiency. This position comes with competitive compensation and benefits package: • Competitive salary and performance-based bonuses, • Comprehensive benefits package, • Career development and training opportunities, • Flexible work arrangements (remote and/or office-based), • Dynamic and inclusive work culture within a globally renowned group, • Private Health Insurance, • Retirement Plans, • Paid Time Off, • Training & Development About Capgemini Capgemini is a global leader in partnering with companies to transform and manage their business by harnessing the power of technology. The Group is guided everyday by its purpose of unleashing human energy through technology for an inclusive and sustainable future. It is a responsible and diverse organization of over 340,000 team members in more than 50 countries. With its strong 55+ year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms. The Group reported €22.5 billion in revenues in 2023.

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 Job: SmartAsset is hiring a Director of Advisor Marketing to own its B2B marketing engine. We operate one of the largest marketplaces connecting investors with financial advisors. Our next phase of growth requires a high-agency B2B leader who understands the advisor ecosystem deeply: RIAs, broker-dealers, hybrid advisors - and can architect a scalable, modern, AI-native go-to-market motion. This role owns advisor pipeline growth across direct acquisition, lifecycle automation, firm partnerships and co-marketing initiatives, webinars and events, and multi-channel performance strategy. You will work directly with executive leadership and partner closely with a GTM Engineer to build systems - not just campaigns. This is a revenue-owning, systems-building leadership role. You will be hands-on. Responsibilities: • Own advisor pipeline growth targets tied to revenue outcomes, • Develop ICP segmentation across RIAs, hybrid advisors, and broker-dealers, • Craft clear positioning and messaging that resonates with advisors, • Design and oversee multi-channel acquisition strategy (Paid, LinkedIn, outbound, lifecycle), • Partner with PR to amplify customer success stories and social proof, • Develop scalable partner enablement assets (email sequences, case studies, marketing collateral), • Own webinar strategy end-to-end, including co-hosted events and post-event pipeline conversion, • Partner with GTM Engineer to automate workflows and standardize AI-driven GTM processes, • Improve MQL → SQL → Revenue conversion through structured experimentation, • Align tightly with sales leadership to ensure marketing drives measurable revenue, • 5–10+ years marketing to RIAs, broker-dealers, or fintech serving financial advisors, • Deep understanding of advisor psychology, objections, and buying cycles, • Strong command of B2B performance marketing fundamentals (paid, outbound, lifecycle), • Demonstrated ability to tie marketing programs to pipeline and revenue impact, • Experience leading webinars or event-driven pipeline programs, • Fluency with CRM and marketing automation tools (Salesforce, HubSpot, Marketo, etc.), • Quantitative orientation and comfortable working with attribution and funnel metrics, • High agency, strong execution velocity, and comfort operating in ambiguity, • 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* $141,500-193,000 + 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 DescriptionCapital Raising Advisor – Venture Studio (Initio Capital) Website: initiocapital.com Location: Remote Compensation: Equity opportunities, consulting income, referral bonuses Type: Part-Time / Advisory / Flexible About Initio Capital Initio Capital is a venture studio on a mission to democratize venture capital and expand access to opportunity for founders worldwide. We partner with early-stage startups and equip them with the advisors, systems, and networks needed to scale. Our platform gives experienced operators and professionals access to: * High-potential venture-backed startups * Best-in-class advisory tools and founder systems * A network of investors, founders, and fellow experts * Income streams through consulting, fractional work, and referrals We are actively onboarding seasoned capital-raising operators, consultants, agency leaders, and finance professionals who want to help founders secure pre-seed and seed funding. Role Overview As a Capital Raising Advisor, you will work directly with founders inside our venture studio to help them become investor-ready, develop clear fundraising strategies, and secure the capital they need to grow. You will support companies across industries by providing expert guidance on capital strategy, investor communications, deck refinement, and introductions to qualified investors. This role is ideal for individuals with fundraising experience who want flexible, high-impact advisory work with meaningful compensation and networking opportunities. ResponsibilitiesFundraising Strategy & Planning * Help founders develop clear, realistic pre-seed/seed funding strategies * Advise on valuation, deal structuring, financial planning, and dilutive vs. non-dilutive options * Guide founders through SAFE, notes, early equity rounds, and investor expectations Investor Readiness & Materials * Review and refine pitch decks, financial models, and data rooms * Improve messaging, narrative clarity, and investor positioning * Coach founders on pitching, storytelling, and investor communication Investor Connections & Introductions * Provide warm introductions to angels, syndicates, lenders, and early-stage VCs (optional) * Support founders as they navigate investor conversations and diligence * Help founders expand their fundraising pipeline and strategy Strategic Support Beyond Capital While capital raising is the core focus, advisors may also contribute to: * Go-to-market strategy * Product development strategy * Talent and early hiring needs * Operational systems and back-office readiness What You Get by Joining Initio CapitalAccess to Exclusive Deal Flow Engage with venture-backed and high-growth startups in our ecosystem. Income Opportunities Earn through: * Paid consulting projects * Fractional advisory roles * Referral bonuses * Select equity opportunities Best-in-Class Tools & Systems We provide frameworks, templates, investor databases, and tooling to streamline your advisory work. Network & Community Join a collective of founders, investors, operators, and agency owners aligned with supporting early-stage innovation. Mission-Aligned Work Play a direct role in democratizing venture capital and enabling more founders to raise with confidence. Who We’re Looking ForIdeal Background * Experience raising capital for a startup or supporting founders who have raised * Background in finance, venture capital, investment banking, entrepreneurship, or advisory work * Experience with SAFEs, convertible notes, financial modeling, or investor relations Skills & Traits * Strong understanding of early-stage fundraising mechanics * Excellent storytelling and communication skills * Ability to quickly diagnose blind spots and provide actionable advice * Comfortable working with multiple startups across industries * Passion for enabling founders and empowering new innovation How to Join We use a simple two-step onboarding process:

Job DescriptionAmalgamated Bank seeks a HR Director, SVP that will serve as a key member of the Human Resources and Executive Leadership Team (ELT). This strategic leader is responsible for overseeing the bank’s Human Resources Business Partner (HRBP) teams, ensuring alignment with divisional goals, and leading enterprise-wide Talent Acquisition. The SVP, HR Director will directly support the Banking & Investments and Risk divisions, acting as a trusted advisor and strategic partner to divisional leadership.Key Responsibilities • Strategic HR Leadership: Develop, implement, and execute HR strategies that support the overall business objectives of the bank. Drive organizational effectiveness, workforce planning, and change management initiatives across all divisions., • HR Business Partner Management: Lead and manage a team of strategic HR Business Partners aligned to the bank’s major divisions, ensuring consistency in HR practices, policy implementation, and talent strategies., • Talent Acquisition: Oversee the Talent Acquisition function, ensuring the bank attracts, hires, and retains top talent. Develop and execute recruitment strategies that align with the bank’s mission and goals, as well as future workforce needs., • Divisional HR Support: Act as the primary HR leader supporting the Banking & Investments and Risk divisions, partnering with divisional executives to identify business needs, drive talent management initiatives, and resolve complex employee relations matters., • Executive Collaboration: Advise and influence executive leadership on organizational design, succession planning, performance management, and employee engagement., • Compliance and Best Practices: Ensure HR programs and policies are compliant with federal and state regulations. Stay current with industry trends and best practices to maintain a competitive edge in HR management., • Culture and Engagement: Champion the bank’s values and culture by leading initiatives that foster a positive, inclusive, and high-performing workplace.Qualifications, • Bachelor’s degree in Human Resources, Business Administration, or related field required; Master’s degree or HR certifications (SPHR, SHRM-SCP) preferred., • Minimum 12 years of progressive HR experience, including senior leadership roles within large, complex financial institutions., • Demonstrated experience managing HR Business Partners and Talent Acquisition functions., • Proven track record supporting multiple business divisions., • Strong strategic thinking, business acumen, and executive presence., • Excellent communication, interpersonal, and relationship-building skills. Our job titles may span more than one career level. The starting base salary for this role is between $180,000 – $225,000. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job Description What began in 2017 as an idea on the back of a napkin has quickly become an award-winning, fastest-growing communications firm working with some big-name consumer and B2B technology brands. At SourceCode, we’re focused on bringing brains and hustle, humanity and technology, creativity and business intelligence back to public relations. With oversight from senior leadership, this individual will act as the day-to-day contact for accounts, including planning and strategy, while acting as a mentor and leader for junior staff. The individual must have relevant Enterprise Tech client experience and a deep understanding of the dynamic trends within this specific industry landscape and, they are able to identify and create compelling data-driven storylines that cut through the noise and elevate a client’s positioning within the media. As a tech generalist with a deep bench of healthtech expertise, you will serve as a strategic architect and a trusted advisor to our clients. You’ll bridge the gap between complex technical capabilities and high-impact storytelling. • Strategic Leadership: Serve as the day-to-day lead and go-to counselor for clients, building rapport and architecting long-term strategies that drive business goals., • Media & Narrative Craft: Translate technical HealthTech innovations into media-friendly narratives. You’ll identify and secure Tier-1 and trade opportunities by staying ahead of the daily news cycle., • Performance & KPIs: Align with the team to set and exceed quarterly KPIs, ensuring all campaigns meet performance benchmarks., • Financial & Resource Oversight: Partner with the Portfolio Lead to manage budgets, profitability, and resourcing, proactively identifying any overservice risks., • Growth & Development: Lead the development of new business presentations and mentor junior team members to foster a culture of excellence and professional growth., • 7+ Years of PR & Marketing Experience: A proven track record in corporate communications and digitally-minded PR, with significant experience in a client leadership role., • The HealthTech Edge: Deep experience working within the HealthTech sector. You understand the nuances of the technology and can seamlessly translate its value to a broad audience., • Media Influence: A strong network of established relationships across Tier-1 national business media and key trade publications in health, tech, media, marketing, and general business., • Account Mastery: At least two years of experience as the strategic account lead for multiple clients, managing complex project workloads and commercial success., • Candid Partnership: The confidence to provide honest, strategic counsel to clients—collaborating effectively even when delivering difficult updates or contradictory insights., • Robust benefits program, • Unlimited vacation with PTO minimums, • Unlimited sick leave, • 401k with company match, • Monthly mental health stipend, 2 ‘NOPE’ days/year, and quarterly wellness challenges, • Profit-sharing program, • Workplace flexibility, • Professional learning and development, • 6-month paid parental leave, • Transit benefits, • Paid volunteer and professional development days Salary Range Senior AM - $95,000 - $115,000 Account Director - $110,000 - $130,000 Where We Work We believe in fostering a collaborative environment that balances team energy with individual flexibility. This role is open to candidates who fit into one of the following two arrangements: Hybrid (NYC-Based) Designed to balance focused remote work with the collaborative energy of our headquarters located conveniently near Penn Station. • In-Office: Tuesday, Wednesday, Thursday

Job Description Futurity First Insurance Group (FFIG) is a nationwide insurance distribution organization with diverse and powerful programs to support its insurance and financial advisors. With branch offices in major markets across the United States, our community-based advisors are empowered to build long-term relationships with our clients while specializing in income protection, asset protection, legacy planning, and senior health care planning. Futurity First was founded in 2008 and became part of the Senior Market Sales family of companies in 2015. Who We Are Looking for • Entrepreneur, • Willing to run their own insurance practice (Be your own boss!), • Trainable Personality, • Creative Thinkers, • Honest people who want to help people while building a career, • Team Player A sales career with Futurity First allows greater earning potential, flexibility, and increased satisfaction in providing services to your customers. Futurity First Insurance Group is seeking dynamic and motivated financial services and insurance sales professionals looking to grow their life and health business to meet the demands of a rapidly growing consumer demographic! Key Benefits: • Uncapped commission earnings, • Bonus + Commission, • Potential annual earnings: $250,000+, • Incentive programs and trips around the world, • Continuing professional development opportunities, • Remote sales position with the opportunity to work in our local office, • Free E&O coverage & office space available Reasons to join Futurity First: • Obtain direct experience by working with experienced advisors to sell Life, Annuities, and related products., • Unlimited earning potential of up to $100K a year or more through commissions and no sales quotas., • Unique "ALL IN" aggregate monthly production bonus., • "Best-in-Class" products from over 90+ industry-leading carriers., • Performance rewards include unlimited opportunities to earn product-based trips and incentives., • Local support is available, and access to office space is free., • Access to prospecting and marketing programs, case design, administrative support, continued development and mentorship from experienced industry management, and office space Advisor Responsibilities: • Host in-person and virtual workshops on topics like Medicare, Annuities, Long Term Care, and Retirement., • Select accessible venues for in-person events, prioritizing conducive learning environments., • Deliver live video presentations with screen sharing for clear communication in virtual seminars, leveraging technology., • Prepare diligently for workshops, coordinating logistics and ensuring readiness as the presenter., • Conduct walk-throughs and equipment checks before each event to address potential issues., • Collaborate with marketing consultants for personalized plans based on budget and income goals., • Manage workshop registrations efficiently, confirming attendance for maximum participation., • Implement post-workshop follow-up to nurture leads and maintain participant engagement., • Prospect for new business through networking, marketing, cold-calling, and lead databases., • Set appointments and meet with potential clients to help identify and meet the client's needs., • Offer expert insurance policy recommendations based on the client's needs., • Prepare and develop illustrations and case designs to close sales., • Provide excellent ongoing service and support to existing clients., • Discipline to be a self-starter and ability to conduct business for yourself with the support of Futurity First. Minimum Qualifications: • Life and Health (L&H) insurance licenses are required, • FINRA Series 6, Series 63, and/or Series 7 license preferred but not required, • AHIP certification is preferred but not required, • FFM certification is preferred but not required, • 1+ years in an outside sales professional role is a plus, • Experience in Insurance with knowledge of different Insurance products, • Strong Finance skills with experience in investments, retirement, and financial planning are preferred but not required, • Ability to analyze and interpret complex financial data, • Bachelor's degree in Finance, Accounting, Business Administration, or related field is preferred but not required, • Willingness and ability to prospect and network within the community to build a client base., • Possess an upbeat, positive, and enthusiastic attitude and willingness to be held accountable for results., • A desire for continuous learning., • Be a self-starter with a sense of urgency., • Excellent communication skills consisting of oral, written, and listening skills., • Collaborative decision-making and problem-solving skills. Customers First – Advisors First – FUTURITY FIRST Futurity First will provide the necessary tools to succeed and create a rewarding, prosperous career. Take control of your career and positively impact others' lives in your community by joining Futurity First Insurance Group today! Company DescriptionFuturity First first opened its doors in 2008. Since then, we've grown exponentially - in more ways than one. Our corporate offices are located just outside Hartford, Connecticut, known as the insurance capital of the world. Because of this, we've brought together a top-notch leadership team with a combined 200+ years of experience in the industry. Futurity First Insurance Group (FFIG) is a Senior Market Sales (SMS) subsidiary, part of the Alliant family of companies. Futurity First is a nationwide network of agents and advisors specializing in the financial security and retirement needs of seniors, pre-retirees, families, and businesses. Launched in January 2008, our mission is to provide our customers with the professional services of a community-based agent, a solution-based process to address their specific needs, and a choice of top-quality products from some of the leading insurance companies in the life and health insurance industry. Futurity First commits to leading the industry through entrepreneurialism, innovation, and teamwork. When you join the Futurity First team, you become part of a premier insurance marketing organization (IMO). The Companies We Represent: We partner with well-respected leaders in the insurance and financial services industry to offer "best-in-class" products and services from over 90 industry-leading carriers. These companies include Prudential, Lincoln Financial, John Hancock, Mutual of Omaha, American Equity, UnitedHealthcare, and many other carriers. Each carrier in our portfolio has been selected after a thorough review process. All carriers are actively managed and reviewed to make certain they maintain their financial strength and ratings and maintain the compensation, service, and support that our advisors expect. With Futurity First giving you the support you need to succeed, you're getting an experienced partner with the innovation, expertise, and passion needed to help every advisor make the most of their business. Advisors get a professional partner with the innovation, expertise, and passion needed to make the most of their business. Our unique business model offers the flexibility to meet the needs of all types of advisors at every stage of their careers. We can help advisors who focus on other markets succeed through a platform that gives them access to thousands of product choices and the backing of a team built to ensure you have the support you need to succeed. From family-focused planners, business-succession planners, group benefits experts, and more, Futurity First is the right place for every advisor. • Obtain direct experience by working with experts in marketing, training, & comprehensive back-office support., • Performance rewards include unlimited opportunities to earn product-based trips and incentives., • Local support is available, including access to prospecting and marketing programs, case design, administrative support, continued development and mentorship from experienced industry management, and office space free of charge at the local branch. Objectivity. Innovation. Support. Futurity First is your partner in growth. For more information on Futurity First, visit First first opened its doors in 2008. Since then, we've grown exponentially - in more ways than one. Our corporate offices are located just outside Hartford, Connecticut, known as the insurance capital of the world. Because of this, we've brought together a top-notch leadership team with a combined 200+ years of experience in the industry.\r\n\r\nFuturity First Insurance Group (FFIG) is a Senior Market Sales (SMS) subsidiary, part of the Alliant family of companies. Futurity First is a nationwide network of agents and advisors specializing in the financial security and retirement needs of seniors, pre-retirees, families, and businesses. Launched in January 2008, our mission is to provide our customers with the professional services of a community-based agent, a solution-based process to address their specific needs, and a choice of top-quality products from some of the leading insurance companies in the life and health insurance industry.\r\n \r\nFuturity First commits to leading the industry through entrepreneurialism, innovation, and teamwork. When you join the Futurity First team, you become part of a premier insurance marketing organization (IMO).\r\n\r\nThe Companies We Represent:\r\nWe partner with well-respected leaders in the insurance and financial services industry to offer "best-in-class" products and services from over 90 industry-leading carriers. These companies include Prudential, Lincoln Financial, John Hancock, Mutual of Omaha, American Equity, UnitedHealthcare, and many other carriers. Each carrier in our portfolio has been selected after a thorough review process. All carriers are actively managed and reviewed to make certain they maintain their financial strength and ratings and maintain the compensation, service, and support that our advisors expect.\r\n\r\nWith Futurity First giving you the support you need to succeed, you're getting an experienced partner with the innovation, expertise, and passion needed to help every advisor make the most of their business. Advisors get a professional partner with the innovation, expertise, and passion needed to make the most of their business. Our unique business model offers the flexibility to meet the needs of all types of advisors at every stage of their careers.\r\n\r\nWe can help advisors who focus on other markets succeed through a platform that gives them access to thousands of product choices and the backing of a team built to ensure you have the support you need to succeed. From family-focused planners, business-succession planners, group benefits experts, and more, Futurity First is the right place for every advisor.\r\n\r\n• Obtain direct experience by working with experts in marketing, training, & comprehensive back-office support.\r\n• Performance rewards include unlimited opportunities to earn product-based trips and incentives.\r\n• Local support is available, including access to prospecting and marketing programs, case design, administrative support, continued development and mentorship from experienced industry management, and office space free of charge at the local branch.\r\n\r\nObjectivity. Innovation. Support. Futurity First is your partner in growth.\r\n\r\nFor more information on Futurity First, visit

Job Description Enterprise Sales Director – United States NYC About Us Silent Eight has been a trusted partner to the world's largest financial institutions for years — with AI running in production across global banks including HSBC and Standard Chartered. We automate compliance decisions that stop money laundering and terrorism financing, at scale and in production. We're expanding our US footprint and looking for the person to lead it. The Role You'll report directly to our CEO and own the full go-to-market for Tier 1 and Tier 2 financial institutions across the United States — from pipeline to close. We're looking for someone based in or near New York City. As the territory grows, so does your role. What You'll Do * Drive multi-million dollar, multi-year deals through complex, multi-stakeholder sales cycles * Act as a strategic advisor to CROs and CCOs, aligning AI capabilities with their regulatory and risk priorities * Work with product and executive leadership to shape proposals that win * Collaborate with our teams in Asia and Europe on global accounts with US presence What We're Looking For * 5+ years in enterprise sales, with 3+ years closing complex enterprise-grade software or high-stakes business solutions * Experience selling into regulated financial institutions * Domain knowledge in AML, FinCrime, or RegTech — strongly preferred * Ability to make sophisticated AI commercially tangible for non-technical buyers * Comfortable across global time zones; willing to travel Compensation * OTE: $300,000–$400,000 (base + variable) — per NYC Local Law 32 * Equity in the company * New York City preferred; remote-flexible Process * People Ops — intro (30 min) * Hiring Manager — sales strategy (45 min) * CEO conversation (30 min) * Panel presentation — enterprise case study

Job Description Elite is the trusted automation platform for law firm operations across most of the world's largest and most successful law firms. Elite has guided firms through every technology shift and today delivers the only cloud-native SaaS platform that unifies financial, invoice, time, and data management into a single system of action. With embedded AI, predictive analytics, and integrated payments, Elite's products enable firms to shorten billing cycles, reduce write-offs, and unlock firm-wide insights, making financial operations the foundation for law firm innovation and growth. Learn more at elite.com. Position Overview The Senior Human Resources Business Partner serves as a strategic advisor to senior leaders, partnering closely with leadership teams to shape talent strategy, strengthen leadership capability, and improve organizational effectiveness. This role plays a key role in advancing Elite's talent programs, including talent reviews, succession planning, leadership development, and organizational design. The Sr. HRBP works with leadership teams to ensure organizational structures, leadership practices, and talent pipelines support the company's long-term growth and evolving business priorities. Work Arrangement: Remote, United States This role requires the individual to be based in U.S. time zones and support leaders and teams across global time zones. Responsibilities • Serve as a trusted advisor to senior leaders, providing guidance on talent strategy, organizational effectiveness, and leadership capability., • Lead and facilitate talent management processes including talent reviews, succession planning, and leadership development discussions., • Partner with senior leaders to align talent strategy with business priorities and drive organizational effectiveness across leadership teams., • Partner with leadership teams on organizational design, including spans, layers, role clarity, and workforce planning., • Coach leaders on leadership expectations and effectiveness, accountability, and building high-performing, scalable teams., • Use people data and organizational insights to guide leadership decisions related to talent strategy, organizational structure, and workforce planning., • Provide guidance on complex employee relations matters and sensitive leadership issues., • Partner with Learning & Development to drive leadership capability initiatives and strengthen leadership pipelines., • Support strategic workforce planning and organizational scaling and change initiatives aligned with business priorities., • Collaborate with specialized HR team members across recruiting, compensation, and HR operations to deliver integrated HR solutions., • Partner with global leaders to support talent strategies across regions and ensure consistent application of HR practices., • Bachelor's Degree in Human Resources, Business or equivalent experience., • 9–12 years of progressive HR experience including experience partnering directly with senior leaders in an HRBP role., • Demonstrated experience leading talent management processes including talent reviews, succession planning, and leadership development., • Strong experience advising leaders on organizational design including spans, layers, role design, and workforce planning., • Proven ability to influence senior leaders and drive people strategies in a complex organization., • Strong expertise in employee relations, leadership coaching, and organizational effectiveness., • Experience partnering with leaders supporting global teams or multi-region organizations., • Strong business acumen and ability to translate business priorities into actionable talent strategies., • Excellent communication, relationship management, and problem-solving skills., • Ability to travel up <10% as business needs require., • Role requires the following physical capacity: Sedentary: primarily desk/computer work., • Competitive Compensation Package ($141,300 - $157,000 base salary + variable component), • Comprehensive Healthcare Coverage (Health, Dental, Vision), • Retirement Savings Plan with an Employer Contribution, • Professional Development Opportunities, • Time Off, • Wellness Initiatives, • Employee Assistance Program, • Generous Global Parental Leave, • Calm, free premium subscription Additional Information At Elite Technology, we embrace an employee-centric, flexible work model that empowers you to do your best work in the environment that suits you. However, we also recognize the importance of in-person collaboration for key moments that truly matter. In our flexible remote approach, you have the freedom to choose a workspace within your home country that best fits your needs. Our corporate offices are located in New York City, Los Angeles, Costa Rica, and the Philippines, providing additional options for those who prefer or need a hybrid work environment. Our diverse global team spans the U.S., Canada, U.K., Costa Rica, the Philippines, and Australia. Please note that at this time, we are unable to hire employees located in Quebec or Ontario Provinces, Alaska, Hawaii, Puerto Rico, Louisiana, and Oklahoma. As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We are proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace. We also provide reasonable accommodation for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. We are not accepting applications submitted through recruiting agencies.

Job DescriptionBeghou brings over three decades of experience helping life sciences companies optimize their commercialization through strategic insight, advanced analytics, and technology. From developing go-to-market strategies and building foundational data analytics infrastructures to leveraging artificial intelligence to improve customer insights and engagement, Beghou helps life sciences companies maximize performance across their portfolios. Beghou also deploys proprietary and third-party technology solutions to help companies forecast performance, design territories, manage customer data, organize, and report on medical and commercial data, and more. Headquartered in Evanston, Illinois, we have 10 global offices. Our mission is to bring together analytical minds and innovative technology to help life sciences companies navigate the complexity of health care and improve patient outcomes. We are seeking an experienced individual to lead the implementation and delivery of Master Data Management (MDM) to drive the design, execution, and delivery of high-impact MDM systems for leading pharmaceutical and life sciences companies. In this strategic role, you will not only oversee the MDM projects—from concept to implementation—but also serve as a trusted advisor to clients, identifying future growth opportunities and evolving business needs.We’ll trust you to: • Lead end-to-end MDM projects focused on HCP, HCO, and payer data for commercial operations., • Collaborate with internal teams and clients to define project scope, develop strategic approaches, and ensure timely, high-quality delivery., • Serve as the primary point of contact for client communications, managing stakeholder expectations, timelines, and deliverables., • Coordinate with third-party data vendors to establish data exchanges, monitor data quality, and resolve discrepancies., • Manage project budgets, draft Statements of Work (SOWs), and oversee client invoicing and financial summaries., • Synthesize findings into actionable insights and recommendations for clients, presenting complex technical information with clarity and impact., • Lead internal initiatives related to product development, process improvement, and team growth., • Provide mentorship and professional development support to junior team members; act as a Professional Development Manager where applicable., • Foster an inclusive and innovative team culture, collaborating with cross-functional teams—including global teams—across multiple time zones.You'll need to have:, • At least 6 years of professional experience, with a focus on master data or commercial data strategy in the US pharma/life sciences industry, • Proven track record implementing HCP, HCO, or payer MDM platforms, • Strong knowledge of MDM systems (e.g., Reltio) and data integration technologies, • Proficiency in Python and advanced Excel; strong command of PowerPoint and Word, • Exceptional communication skills, with experience presenting to senior stakeholders, • Strong project and people management skills; ability to lead cross-functional teams, • Deep understanding of data governance, data quality, and commercial data flows in pharma 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 Description About impact.com impact.com is the world's leading commerce partnership marketing platform, transforming the way businesses grow by enabling them to discover, manage, and scale partnerships across the entire customer journey. From affiliates and influencers to content publishers, brand ambassadors, and customer advocates, impact.com empowers brands to drive trusted, performance-based growth through authentic relationships. Its award-winning products - Performance (affiliate), Creator (influencer), and Advocate (customer referral) - unify every type of partner into one integrated platform. As consumers increasingly rely on recommendations from people and communities they trust, impact.com helps brands show up where it matters most. Today, over 5,000 global brands - including Walmart, Uber, Shopify, Lenovo, L'Oréal, and Fanatics - rely on impact.com to power more than 350,000 partnerships that deliver measurable business results. Your Role at impact.com: impact.com is seeking a Creator Relations Manager to lead creator growth, retention, and strategic development across a portfolio of creators on the platform. This role is responsible for owning and executing strategies that drive creator success, engagement, and monetization. The Creator Relations Manager operates with a high degree of autonomy, exercising independent judgment to identify opportunities, prioritize efforts, and determine the most effective approach to developing creator partnerships. This role serves as a strategic advisor to creators, leveraging data insights, industry knowledge, and platform expertise to guide decision-making and influence outcomes. The Creator Relations Manager will proactively manage relationships, develop tailored growth strategies, and drive measurable impact across creator performance and platform adoption. This position plays a critical role in shaping the creator experience and contributing to broader business objectives through optimization, innovation, and cross-functional collaboration What You'll Do: Relationship Management • Own and manage a portfolio of creators, acting as a strategic advisor to support their growth and long-term success, • Build and maintain high-impact relationships, establishing trust and influencing creator engagement and platform adoption, • Develop and execute customized growth strategies to help creators expand brand partnerships and increase earnings, • Analyze individual and network-wide data to identify trends, opportunities, and risks, and translate insights into actionable recommendations, • Strategically identify, evaluate, and recruit creators aligned with platform goals, exercising judgment in selection and engagement approach, • Own performance tracking for creator portfolio, using data to inform decisions, optimize strategy, and drive measurable outcomes, • Leverage analytics to influence both creator behavior and internal business decisions, • Identify and implement process improvements that enhance scalability, efficiency, and creator experience, • Lead testing and optimization efforts (e.g., A/B testing, messaging strategies, campaign approaches) to improve performance outcomes, • Collaborate with marketing, product, and engineering to provide insights and influence platform enhancements and creator-facing initiatives, • 5+ years of experience working with creators & managing creator relationships, • Strong understanding of social media platforms, influencer marketing trends, and engagement strategies, • Excellent communication and interpersonal skills with a focus on relationship-building, • Loves talking on the phone, • Strong organizational skills including experience with Google Sheets, • Creative thinker with the ability to craft engaging experiences and content tailored to creator audiences, • A self-starter mentality & drive for excellence, • Prior experience onboarding or managing customers, • Knowledge of impact.com platform, • Love of data digging, Google Sheets & formulas, and reporting on metrics, • Competitive salary and performance bonuses, • Opportunity to work with high-profile influencers and celebrities, • Flexible working arrangements (remote options available), • Health and wellness benefits, including [list specifics] *This is the pay range the Company believes is equitable for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Benefits and Perks: At impact.com, we believe that when you're happy and fulfilled, you do your best work. That's why we've built a benefits package that supports your well-being, growth, and work-life balance. • Medical, Dental, and Vision insurance, • Office-only catered lunch every Thursday, a healthy snack bar, and great coffee to keep you fueled, • Flexible spending accounts and 401(k), • Flexible Working: Our Responsible PTO policy means you can take the time off you need to rest and recharge. We're committed to a positive work-life balance and provide a flexible environment that allows you to be happy and fulfilled in both your career and your personal life., • Health and Wellness: Your well-being is a priority. Our mental health and wellness benefit includes up to 12 fully covered therapy/coaching sessions per year, with additional dependent coverage. We also offer a monthly gym reimbursement policy to support your physical health., • A Stake in Our Growth: We offer Restricted Stock Units (RSUs) as part of our total compensation, giving you a stake in the company's growth with a 3-year vesting schedule, pending Board approval., • Investing in Your Growth: We're committed to your continuous learning. Take advantage of our free Coursera subscription and our PXA courses., • Parental Support: We offer a generous parental leave policy, 26 weeks of fully paid leave for the primary caregiver and 13 weeks fully paid leave for the secondary caregiver. #LI-NewYork,NewYork_Hybrid

Job DescriptionCompany Description Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create digital marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and software. We also assist millions of people to realise their financial goals and help them to save time and money. We operate across a range of markets, from financial services to healthcare, automotive, agrifinance, insurance, and many more industry segments. We invest in people and new advanced technologies to unlock the power of data and to innovate. A FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 23,300 people across 32 countries. Our corporate headquarters are in Dublin, Ireland. Learn more at experianplc.com. Job Description We are looking for a strategic and commercially minded Senior Director, Finance Business Partner to support the Global Chief Technology Officer (GCTO) organization within Technology & Innovation (T&I). You will be a trusted advisor to senior technology leadership, guiding financial strategy, investment governance, cost optimization, and performance management across a complex global technology landscape. You will partner with technology organizations, promoting data-driven decision-making while balancing innovation, risk management, and value creation. This is a hybrid role out of the New York City office. You will report to the Head of T&I Financial Management. You'll have the opportunity to: Strategic Partnership • Be the lead finance partner to the Group Chief Technology Officer (GCTO) and the T&I senior leadership team., • Shape and influence the financial strategy for global technology investments, including infrastructure, cloud, platforms, data, and engineering., • Translate business and technology strategies into actionable financial plans and investment roadmaps., • Lead annual planning, long-range planning (LRP), and rolling forecast processes for the GCTO organization., • Oversee operating expense and capital investment budgets of significant scale and complexity., • Manage KPIs and dashboards that link technology spend to business outcomes and value realization., • Drive financial rigor around business cases, ROI modeling, and post-investment tracking., • Establish and enhance governance frameworks for large-scale technology programs and transformation initiatives., • Partner with technology leaders to improve cost transparency, benchmarking, and unit economics (e.g., cloud cost management, run vs. change analysis)., • Identify efficiency opportunities while maintaining operational resilience and innovation capacity., • Present financial insights and recommendations to executive leadership and enterprise finance., • Influence stakeholders including Product, Engineering, Cybersecurity, Infrastructure, Procurement, and Strategy., • Lead and develop a finance team, encouraging a culture of accountability, collaboration, and continuous improvementQualifications Your background: • Bachelor's degree in Finance, Accounting, or related area preferred., • 12+ years of progressive finance experience, including experience supporting technology organizations., • Track record partnering with senior executives (SVP/EVP/C-level)., • Experience in technology finance, capital investment planning and governance, financial modeling and scenario analysis, and large-scale budgeting and forecasting., • Experience translating complex technical concepts into financial insights., • Executive presentation skills. Additional Information Benefits/Perks: • Great compensation package and bonus plan., • Core benefits including medical, dental, vision, and matching 401K., • Flexible work environment, ability to work remote, hybrid or in-office., • Flexible time off including volunteer time off, vacation, sick and 12-paid holidays. Want to see what life at Experian is really like? Explore Experian Life on social or visit our careers site. Our compensation reflects the cost of labor across several U.S. geographic markets. The base pay range for this position is listed above. Within this range, individual pay is determined by work location and additional factors such as job-related skills, experience, and education. You will be also eligible for a variable pay opportunity. Experian is proud to be an Equal Opportunity Employer for all groups protected under applicable federal, state and local law, including protected veterans and individuals with disabilities. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity. #LI-Hybrid This is a hybrid remote/in-office role.

Job Description Purpose of Position: Amalgamated performing audit assignments including planning, conducting interviews, documenting, and testing all necessary information for an accurate assessment of risks and internal controls and assisting in drafting of the audit report with minimal oversight. Lead team liaison in data analytics, preparation of Audit Committee materials, and regulatory requests. Essential Job Functions: • Applies knowledge of Bank operations to develop and maintain risk assessments and contributes results to the audit planning process., • Obtains and records an understanding of the Bank’s processes and identifies and evaluates risks and the internal controls that mitigate the risks in all assigned operational processes., • Develops risk and controls matrices and/or audit programs with minimal supervision., • Performs assigned compliance and substantive testing procedures for audits, for assistance to regulators and external auditors, and for compliance with the Sarbanes-Oxley Act., • Ensures audit assignments are appropriately documented, accurate, complete, and within budget., • Prepares audit report drafts and other written communications with minimal supervision., • Resolves requests and review notes promptly., • Obtains data and prepares quarterly Audit Committee materials with minimal supervision., • Advises the Internal Audit team on the use of data analytics techniques to enhance overall efficiency and effectiveness of audits., • Maintains effective relationships within the team, the department and the Bank., • Provides timely communication to Internal Audit Management and informs them of significant issues that surface while conducting audits., • Maintains continuing education requirements., • Maintains appropriate levels of confidentiality., • Bachelor’s degree in Accounting or Finance, • Solid knowledge of auditing principles, practices and compliance standards, • Strong verbal and written communication skills, • Strong analytical skills, • Strong data analytics, • Interpersonal and relationship building skills, • Knowledge of IIA Standards., • Knowledge of the Sarbanes-Oxley Act of 2002., • Knowledge of data analytics techniques and statistical applications., • 3-5 years of financial services experience, internal or external auditing or public accounting experience with a focus on banks, • Good understanding of COSO 2013 framework requirements, • One or more of the following licenses or accreditations or progress toward achievement is preferred:, • Certified Public Accountant (CPA), • Certified Internal Auditor (CIA), • Certified Regulatory Compliance Manager (CRCM), • Certified Trust & Financial Advisor (CTFA), • Certified Fiduciary & Investment Risk Specialist (CFIRS), • Certified Bank Auditor (CBA), • Certified Financial Services Auditor (CFSA), • Certified Community Bank Internal Auditor (CCBIA), • Ability to positively interface and work well with all levels of staff and management (auditees and own department), • High level of understanding of audit theory and knowledge of bank operations, • Working knowledge of relevant computer programs, i.e. Microsoft Access, Word, Excel, core banking system and query, • Ability to handle bank and client information and sensitive matters professionally and confidentially, • Ability to manage multiple tasks and prioritize Our job titles may span more than one career level. The starting base salary for this role is between $80,000.00 – $95,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job DescriptionLocation: Hybrid In NYC Office Department: Pre-Sales Engineering Division: Engineering Reports to: Manager, Solution Engineering Job Status: Full-Time Work Shift: *8:30 AM – 5:30 PM EST Travel: Up to 40% (client sites, executive briefings, vendor events) Position: Senior Solutions Architect (Pre-Sales Engineering ) About BlackHawk Data BlackHawk is a technology solutions and managed services company competing in the same market as ePlus, Presidio, NTT, WWT, and Ahead — and growing faster. We combine the technical depth of a boutique consultancy with the vendor relationships and financial strength needed to win complex, multi-tower deals. Our customers are mid-market and enterprise organizations that need a trusted advisor, not a transactional vendor. They face increasingly complex decisions around cybersecurity posture, cloud adoption, network modernization, and operational efficiency. You will be the person who helps them find the path forward. The Opportunity We are looking for an experienced, customer-facing Solution Architect who has already done this work at a VAR, MSP, or IT services firm — and wants to do it somewhere with fewer constraints and more impact. This is a senior individual contributor role with the authority to lead design sessions, scope full projects, build managed services proposals, and shape how BlackHawk's cybersecurity and infrastructure practice evolves. You will work alongside our sales team as their primary technical partner on strategic accounts, driving outcomes that matter: securing environments, modernizing networks, migrating to cloud, and building recurring managed services relationships. Your success is measured not just by technical quality but by revenue contribution, client retention, and the trust you build as an advisor. Key Responsibilities Technical Leadership & Pre-Sales Strategy • Serve as the senior technical lead on strategic pre-sales engagements, orchestrating discovery, solution design, and presentation across all technology domains., • Lead customer-facing design workshops and architecture sessions with both technical (network/security engineers, architects) and executive (CIO, CISO, VP IT) stakeholders., • Own the technical win strategy for complex, multi-tower opportunities involving networking, cybersecurity, SASE, Zero Trust, cloud, and managed services., • Architect comprehensive solutions across cybersecurity (Next-Gen Firewall, SASE, ZTA, endpoint, SIEM/SOC), enterprise networking, SD-WAN, cloud connectivity, and compute infrastructure., • Produce high-quality network architecture diagrams, logical and physical designs, and solution overview documents suitable for C-level and technical audiences., • Build detailed Bills of Materials with full line-item accuracy, licensing structures, professional services hours, and margin integrity., • Position and sell BlackHawk's managed services portfolio — including managed SASE, managed firewall, MDR/SOC services, NOC monitoring, and cloud management — as the preferred operational model for clients., • Build outcome-based business cases for recurring and managed services engagements, demonstrating ROI, risk reduction, and operational efficiency against DIY alternatives., • Structure multi-year managed services agreements with appropriate SLAs, pricing models, and renewal incentives., • Maintain deep working relationships with BlackHawk's key vendor partners including Cisco, Palo Alto Networks, Fortinet, Zscaler, CrowdStrike, Microsoft, AWS, Aruba/HPE, and others., • Leverage vendor resources — SEs, deal desk, BDMs, MDF — to support and accelerate strategic opportunities., • Stay current on the SASE and Zero Trust product landscapes including Zscaler, Prisma Access, Fortinet SASE, Cato Networks, and Cisco Umbrella/SD-WAN., • Mentor junior and associate SAs, sharing design patterns, BOM best practices, and client engagement techniques., • Contribute to BlackHawk's solution playbooks, standard architectures, and reference designs., • 7+ years of overall IT experience, including 3+ years in a customer-facing pre-sales Solution Architect, Consulting Architect, or Senior Systems Engineer role at a VAR, MSP, or IT services firm., • Demonstrated experience leading technical discovery, architecture design, and pre-sales engagements for complex networking and cybersecurity solutions., • Deep technical expertise in cybersecurity — including Next-Generation Firewall (NGFW), Secure Access Service Edge (SASE), Zero Trust Network Access (ZTNA), endpoint detection and response (EDR/XDR), SIEM, and identity-based security., • Strong working knowledge of enterprise networking: routing and switching, SD-WAN, LAN/WAN design, wireless (802.11ax/Wi-Fi 6), and network segmentation., • Experience architecting hybrid and multi-cloud solutions (AWS, Azure, GCP) including cloud networking, security controls, and governance., • Proven ability to build and present outcome-based business cases for managed services, recurring revenue programs, and multi-year technology roadmaps., • Experience authoring technical documentation including solution designs, BOMs, SOWs, and RFP responses at a professional quality standard., • Experience with SASE platforms: Zscaler (ZIA/ZPA), Palo Alto Prisma Access, Fortinet SASE, Cato Networks, Cisco Umbrella, or Cloudflare One., • Hands-on familiarity with Zero Trust frameworks (NIST SP 800-207, Gartner ZTA) and their practical implementation in enterprise environments., • Experience positioning and selling managed security services (managed SOC, MDR, managed SASE, managed firewall)., • Background in or exposure to compliance frameworks: NIST CSF, CIS Controls, SOC 2, HIPAA, PCI-DSS, or CMMC., • Cisco CCNP Security, CCNP Enterprise, or equivalent professional-level certification, • Palo Alto PCNSE, PCSAE, or Prisma Certified, • CISSP (Certified Information Systems Security Professional), • AWS Solutions Architect – Professional or Azure Solutions Expert, • Cisco CCIE Security or Enterprise (or in-progress), • A seat at the table: you will directly influence BlackHawk's go-to-market strategy, portfolio decisions, and practice direction., • Competitive total compensation benchmarked to senior SA roles at ePlus, Presidio, and WWT — with an uncapped performance bonus tied to pipeline and closed revenue contribution., • Equity consideration for candidates who demonstrate exceptional impact and growth potential., • Full certification sponsorship, training budget, and access to vendor partner enablement programs., • Vendor demo lab access, evaluation hardware, and cloud sandbox environments to support POC and client demonstration activity., • A fast-moving, founder-accessible culture where decisions get made quickly and great ideas get implemented., • Medical, dental, vision, 401(k) with employer match, flexible PTO, and remote-flexible work arrangement. n3mI6Mn2uO

Job Description Partner with my client, a Modern, Tech-Forward RIA They partner with experienced, independent Financial Advisors who want to own and grow their practice without the operational drag or outdated technology that comes with doing it alone. This partnership is a fit for advisors who thrive in a remote-first, collaborative environment and want a modern fintech platform that saves 12-19 hours of manual work so they can focus on clients and growth. To partner with my client, advisors must have at least $25M in portable, fee-based AUM that they actively manage today. The Partnership Model You continue to run your practice and own your client relationships. My client provides the platform, infrastructure, and support to help you scale. At this Fintech RIA, you will: • Own and manage client relationships while accelerating organic growth., • Deliver high-impact financial planning and investment advice across:, • Investment strategy and portfolio construction, • Tax-aware planning, • Retirement income and distribution strategies, • Estate and legacy considerations, • Equity compensation, • Charitable and philanthropic planning, • Risk management and insurance analysis, • Identify planning gaps and risks, translate complex concepts into clear recommendations, and deliver actionable financial plans., • Build, implement, and continuously monitor long-term investment strategies., • Coordinate with third-party specialists across tax, trust & estate, and insurance to ensure clients receive the right expertise at the right time., • Provide feedback into their product and technology roadmap to improve advisor and client workflows., • Support inorganic growth by participating in advisor-to-advisor conversations and integration discussions as appropriate. What's Required to Run Your Practice with them... • A portable, fee-based book of business with $25M+ AUM that you actively advise today., • Appropriate registration to serve as an Investment Adviser Representative (Series 65, Series 7 & 66, or equivalent)., • Strong interest in ownership, accountability, and building long-term enterprise value., • Comfort operating in a technology-forward, fintech-enabled advisory model., • Ability to manage multiple priorities in a fast-moving environment., • Desire to grow without sacrificing autonomy. What Makes a Strong Fit (Not Required, but Helpful) • Experience at a technology-enabled advisory platform or fintech., • Background advising high-net-worth households ($1M+ investable assets)., • Deep expertise in one or more planning domains (tax, equity comp, estate, retirement)., • Familiarity with modern financial planning software and planning-led workflows., • Strong executive presence, critical thinking, and clear, proactive communication style. Bottom line You bring the clients, advice, and vision. My client provides the technology, operations, compliance, marketing, and support to help you scale - without giving up ownership or independence.

Job DescriptionCompany Overview ID.me is the next-generation digital identity wallet that simplifies how individuals securely prove their identity online. Consumers can verify their identity with ID.me once and seamlessly login across websites without having to create a new login and verify their identity again. Over 152 million users experience streamlined login and identity verification with ID.me at 20 federal agencies, 45 state government agencies, and 70+ healthcare organizations. More than 600+ consumer brands use ID.me to verify communities and user segments to honor service and build more authentic relationships. ID.me's technology meets the federal standards for consumer authentication set by the Commerce Department and is approved as a NIST 800-63-3 IAL2 / AAL2 credential service provider by the Kantara Initiative. ID.me is committed to "No Identity Left Behind" to enable all people to have a secure digital identity. To learn more, visit . Role Overview The Senior Account Executive, Public Sector (SLED) is a high-impact role responsible for spearheading new business acquisition and strategic expansion within the State, Local, and Education markets. You will act as a sophisticated navigator of the public sector, translating complex technical solutions into mission-critical outcomes for government agencies. Preferred locations: New York City, Phoenix, Indianapolis, Denver (with travel to customer meetings and events) Key Responsibilities • Complex Cycle Management: Lead and execute sophisticated, end-to-end sales cycles within the SLED market, often involving multi-departmental buy-in and complex RFP/RFI processes., • Strategic Growth: Design and execute a territory play-book that contributes significantly to the company's financial objectives and market leadership., • Executive Relationship Building: Cultivate and maintain deep, long-term "trusted advisor" relationships with CIOs, CTOs, and Program Directors across state and local agencies., • Cross-Functional Leadership: Partner with Customer Success and Product teams to ensure successful pilot-to-production transitions and long-term account health., • Ecosystem Development: Identify and leverage a robust network of channel partners, system integrators (SIs), and lobbyists to accelerate market entry and deal velocity., • Forecasting Excellence: Maintain a rigorous, predictable sales pipeline, providing accurate quarterly forecasts in a landscape known for its long lead times.Qualifications, • The SLED Veteran: 7–15 years of demonstrable success in technology sales, with a primary focus on SLED (State, Local, and Higher Education) markets., • Proven Track Record: A consistent history of over-achieving seven-figure quotas and closing "landmark" deals within government sectors., • Procurement Mastery: Deep understanding of public sector procurement vehicles (e.g., NASPO, GSA, state-specific contracts) and the legislative cycles that drive funding., • Existing Network: A "ready-to-go" book of business and high-level contacts within key state and local agencies., • Communication Mastery: Exceptional ability to distill complex technical value propositions into compelling narratives for both technical staff and non-technical elected officials., • Startup Agility: Experience thriving in a high-growth, fast-paced environment where proactive problem-solving and an entrepreneurial mindset are required. ID.me offers comprehensive medical, dental, vision, health savings account, flexible spending accounts (medical, limited purpose, dependent care, commuter benefit accounts), basic and voluntary life and AD&D insurance, 401(k) with company match, parental leave, ability to participate in unlimited paid time off subject to the terms and conditions of the PTO policy, including 8 company wide holidays, short and long-term disability insurance, accident and critical illness insurance, referral bonus policy, employee assistance program, pet insurance, travel assistant program, wellbeing and childcare discounts, benefit advocates, and a learning and development benefit. The above represents the anticipated total rewards package for this job requisition. Final offers may vary from the amount listed based on qualifications, professional experiences, skills, education, relevant training, geographic location, and other job related factors. Pay Range$248,125—$296,820 USD The annual base salary listed does not include a company bonus, incentive for sales roles, equity and benefits which will be determined based on experience, skills, education, relevant training, geographic location and role. ID.me offers comprehensive medical, dental, vision, health savings account, flexible spending accounts (medical, limited purpose, dependent care, commuter benefit accounts), basic and voluntary life and AD&D insurance, 401(k) with company match, parental leave, ability to participate in unlimited paid time off subject to the terms and conditions of the PTO policy, including 8 company wide holidays, short and long-term disability insurance, accident and critical illness insurance, referral bonus policy, employee assistance program, pet insurance, travel assistant program, wellbeing and childcare discounts, benefit advocates, and a learning and development benefit. The above represents the anticipated total rewards package for this job requisition. Final offers may vary from the amount listed based on qualifications, professional experiences, skills, education, relevant training, geographic location, and other job related factors. U.S. Pay Range$248,125—$296,820 USDMountain View, CA Pay Range$248,125—$345,000 USD ID.me is a full-time, in-office culture. Unless a specific job description explicitly states otherwise, all roles are on-site five days per week at one of our offices in McLean, VA; Mountain View, CA; New York City, NY; or Tampa, FL. Certain roles — such as field-based sales or other remote-by-design positions — may have different work arrangements as noted in their individual postings. ID.me maintains a work environment free from discrimination, where employees are treated with dignity and respect. All ID.me employees share in the responsibility for fulfilling our commitment to equal employment opportunity. ID.me does not discriminate against any employee or applicant on the basis of age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances. ID.me adheres to these principles in all aspects of employment, including recruitment, hiring, training, compensation, promotion, benefits, social and recreational programs, and discipline. In addition, ID.me's policy is to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations and ordinances where a particular employee works. Upon request we will provide you with more information about such accommodations. Please review our Privacy Policy, including our CCPA policy, at id.me/privacy. If you provide ID.me with any personally identifiable information you confirm that you have read and agree to be bound by the terms and conditions set out in our Privacy Policy. ID.me participates in E-Verify.

Job Description Client Accounting Services Director Remote E. Coast Client If You're a CAS Leader Who Wants to Build Something A CAS Leader Who Is Passionate About People A Leader Focused on Delivering Solutions We probably need to talk. If you've led a Client Accounting Services or Outsourced Accounting team inside public accounting and you're ready for more influence, this opportunity deserves a look. You won’t be walking into a broken practice that needs fixing. You’ll be stepping into a healthy, growing CAS division with strong leadership support and real momentum. For the right leader, this role offers something rare in today’s market: a clear path toward partnership while helping shape the future of advisory services inside a progressive CPA firm. Overview Benaiah Consulting Group has been engaged by a highly respected, people-first CPA and advisory firm to assist in identifying a Client Accounting Services Director. This firm blends the reputation and stability of an established regional firm with a forward-thinking mindset around technology, advisory services, people-first culture and client experience. Their CAS practice is already successful and generating nearly $2M in annual recurring revenue. Now the firm is ready for a leader who can help take the practice to the next level. Why This Role Stands Out This is not a maintenance role. This is a practice-building leadership opportunity. Key highlights include: • Established CAS practice approaching $2M in recurring revenue, • 11+ professionals already on the team, • Strong internal support from firm leadership, • Opportunity to expand advisory capabilities and modernize delivery, • A clearly defined partner-track pathway For the right leader, this role combines strategic influence, team leadership, and long-term upside. The Opportunity As CAS Director, you will serve as both a practice leader and a trusted advisor to entrepreneurial businesses across a range of industries. Clients range from emerging companies to established organizations generating $25M+ in revenue. You will guide the team, strengthen client relationships, and elevate the firm’s ability to deliver strategic financial insight. Key Responsibilities Practice Leadership Lead, coach, and develop a team of managers, seniors, and staff. Create a culture of accountability, collaboration, and continuous improvement. Improve workflows, systems, and processes that support scalability and efficiency. Drive adoption of modern accounting technology, automation tools, and AI-enabled solutions. Client Advisory Serve as the senior relationship lead for key CAS clients. Provide strategic financial guidance including budgeting and forecasting, KPI development and reporting, cash flow planning, financial performance analysis, and management reporting. Help business owners translate financial data into clear, actionable decisions. Practice Growth Partner with firm leadership to expand the CAS practice. Identify opportunities to introduce higher-value advisory services such as outsourced CFO support, financial planning, and operational consulting. Support business development through referrals, networking, and strategic market visibility. Help evolve the practice toward value-based pricing and recurring advisory engagements. Innovation & Technology Champion cloud-based accounting platforms and modern workflows. Evaluate tools that improve reporting, automation, and client visibility into financial performance. Help ensure the practice remains ahead of the curve in a rapidly evolving profession. What We’re Looking For The ideal candidate combines strong accounting expertise with a consultative, advisory mindset. Candidates should bring 8+ years of progressive accounting experience along with leadership experience in public accounting, CAS, outsourced accounting, or advisory services. Successful candidates are confident in client-facing environments, comfortable developing teams, and energized by improving systems, processes, and service delivery. Experience with cloud-based platforms such as QuickBooks Online, NetSuite, Sage Intacct, BILL.com, GUSTO, or similar tools is preferred. CPA strongly preferred but not a deal killer. Most importantly, we are seeking someone who enjoys building relationships and helping businesses grow. Who This Role Is Perfect For • A CAS leader who wants autonomy with strong firm support, • A relationship-driven advisor who enjoys working with business owners, • A builder who enjoys improving systems, developing people, and scaling a service line, • Someone interested in a real partner-track opportunity Who This Role Is Not For • Someone who prefers staying behind the scenes reviewing financials, • Someone resistant to change, technology, or workflow improvements, • Someone looking for a static client book with limited leadership responsibility Compensation & Incentives The firm offers a competitive compensation structure designed to reward leadership and growth. Typical compensation for similar roles includes: Base Salary: $160-210K depending on experience Performance Incentives: Bonus tied to practice growth and leadership impact Long-Term Opportunity: A clearly defined pathway toward partnership for the right individual. Confidential Inquiry Benaiah Consulting Group is conducting this search on a confidential basis. Qualified candidates interested in learning more are encouraged to reach out for a private conversation.

Job DescriptionDescription: Primary Care Development Corporation (PCDC): Catalyzing Excellence in Primary Care Quality primary care is transformative and a cornerstone of healthy, thriving communities. PCDC, a nationally recognized 501(c)(3) community development financial institution (CDFI), provides capital financing, expertise, and advocacy to expand primary care access and advance health equity in communities that need it most. Built on its 30 years of experience, PCDC is a statewide convener and primary care expert that brings safety net providers together to develop care models and business practices necessary to remain longstanding, viable businesses with measurable impact. In addition, we continue to support providers to succeed in various State and Federal-led transformation initiatives (e.g., AHEAD, the NY 1115 Medicaid Waiver, Patient-Centered Medical Home, etc.). The Staff Attorney will provide comprehensive legal counsel on transactional matters that face PCDC. As a nonprofit operating in highly regulated environments (lending and healthcare), PCDC’s need for legal support has grown. Reporting to the VP of Operations, this role will identify and manage existing and emerging risks, and ensure PCDC complies with healthcare regulations, and nonprofit requirements while supporting strategic initiatives that expand access to care and financial resources for underserved communities. This work will involve drafting and reviewing complex contracts, assisting in negotiation, and offering strategic guidance, trusted advisor. • Hourly rate Range: $65/hour - $75/hour, • Work environment: Hybrid in New York State; some travel to PCDC offices expected., • Work schedule: 15 to 20 hours per week. This position could need to travel to the PCDC office at least 1 day/week or as needed; remote the rest of the week., • For serious consideration: A thoughtful cover letter, resume and completed online application required. Job duties & Responsibilities: • Provide legal advice and judgment on a wide range of transactional matters. Draft, review, and negotiate a wide range of contracts, including revenue-generating consulting engagements, grant agreements from federal, state, and private foundations, vendor contracts, business associate agreements, data use agreements, and non-disclosure agreements., • Provide legal guidance on employment law matters, including hiring, termination, workplace policies, ADA accommodations, and employee relations., • Ensure compliance with federal and state nonprofit laws, tax exempt requirements, charitable solicitation rules, and annual, • reporting obligations., • Provide training to staff on contract procedures and compliance requirements., • Identify and surface legal risks across organizational activities. Recommend initiative-taking strategies to mitigate risk, including program / compliance controls, and internal policies., • Assist with drafting and updating employee handbooks and HR policies., • Support investigations and compliance with employment related regulations., • Support development and maintenance of policies and procedures to ensure compliance with healthcare regulatory standards., • Coordinate with external counsel on specialized matters as needed.Requirements:, • JD from an accredited U.S. law school and licensed to practice in New York State., • At least 3 to 5 years of legal experience, preferably including nonprofit law and business transactional law (creation, negotiation, and enforcement of business agreements). Experience in healthcare or CDFI a plus., • Minimum of 2 years of business contract review experience including, but not limited to grant-related agreements, subrecipient contracts, MOU, and foundation grant terms., • Deep knowledge of nonprofit law, employment law (federal and multistate), and contract law., • Mission Alignment and Cultural Competence: Able to understand the stake of PCDC’s work and can successfully work within framework and context of the organization’s mission and values., • Demonstrated experience building relationships and sustaining trust. Judgement and Risk Calibration: Demonstrated ability to analyze complex legal issues, advise on acceptable risk, know when to escalate, and provide practical, solutions-oriented advice for resolution., • Well-developed translation skills which distill complex legal risk information into usable language that drives collaboration and facilitates productivity., • Able to communicate credibly across a diverse range of audiences without defaulting to legalese., • Ability to manage multiple priorities, work independently, and collaborate with diverse teams., • Intermediate MS Office, Excel, and PowerPoint skills fluency level., • Discretion and Confidentiality: Functioning with certainty and knowing what to hold, share, escalate; experience navigating sensitive situations., • Experience with HIPAA, HITECH, and healthcare compliance frameworks. The Primary Care Development Corporation (PCDC) is committed to creating and maintaining a diverse and inclusive workplace. We are proud to be an equal opportunity employer. We give full consideration for employment to all qualified applicants regardless of race, color, creed, religion, sex, gender, gender identity or expression (including transgender status), sexual orientation, national origin, ancestry, citizenship status, age, disability or handicap, veteran status, marital status, pregnancy, genetic information or any other characteristic protected by applicable law. No phone calls or staffing firms please.

Job Description Shift delivers AI agents that transform insurers' most critical work. By combining deep industry expertise and unmatched data resources, Shift provides proven results that have earned the trust of hundreds of the world's leading insurers. Our insurance-grade AI is accurate, explainable, and secure—empowering human experts to move with unmatched speed, total confidence, and a renewed focus on the people they serve. Your browser does not support the video tag. Our culture is built on innovation, trust, and a drive to transform the insurance industry through our SaaS platform. We come from more than 50 different countries and cultures and together we are creating the future of insurance. Learn more at The Opportunity Shift has earned its place as an industry innovator. Now it's time for the world to know it. We are looking for a high-impact Strategic Communications Director to dramatically elevate Shift's profile across tier-1 business and technology media, position our CEO as a preeminent voice in AI and insurtech, and ensure Shift punches well above its weight in market awareness. This is not a traditional PR role. We want a strategist, storyteller, and execution oriented leader who knows how to move markets—someone who has the media relationships, executive presence, and creative instincts to break through the noise and put Shift on the map alongside the most recognized names in AI and enterprise technology. We believe Shift's story is a powerful one worth telling, and we're looking for someone who can make it happen. What You'll Do Drive Tier-1 Media Coverage • Build and maintain deep relationships with senior journalists, editors, and producers at leading business and technology outlets—including print, digital, and broadcast—across the Wall Street Journal, Financial Times, Bloomberg, Forbes, Fortune, CNBC, and sector-specific technology and insurtech media., • Pitch and land feature articles, executive interviews, bylines, and well-placed quotes that position Shift as an essential voice in the AI and insurance transformation narrative., • Develop compelling, news-driven story angles that resonate beyond the insurance vertical and into mainstream business and technology conversations., • Own the CEO's communications platform end-to-end: develop speeches, keynote presentations, talking points, op-eds, and LinkedIn content that establish a distinct, compelling executive voice., • Secure high-profile speaking opportunities at premier AI, insurtech, and investor conferences—including Davos-tier business forums, major technology summits, and industry flagship events., • Prepare the CEO for media appearances, panel discussions, podcast interviews, and analyst briefings, ensuring every interaction reinforces Shift's strategic narrative., • Develop and continuously refine Shift's corporate communications strategy, messaging architecture, and brand narrative in close partnership with the CMO and CEO., • Translate complex AI and insurance technology concepts into accessible, persuasive stories for diverse audiences—including business press, investors, partners, and customers., • Collaborate across marketing, product, sales, and leadership to ensure a consistent, differentiated voice across all external channels., • Engage comfortably and credibly with Shift's Board of Directors, C-suite, strategic customers, and investor community—advising on communications strategy and representing the company externally when appropriate., • Partner directly with the CMO on enterprise-wide communications priorities, budget, agency relationships, and team development., • 12+ years of progressive communications experience, with meaningful time in senior roles at a high-growth technology company, global PR agency serving tech clients, or both., • A verifiable track record of securing feature coverage and prominent placement in tier-1 business and technology media—not just industry trade press., • Proven ability to develop CEOs and senior executives as media figures and thought leaders, including speech and presentation development, media training, and conference positioning., • A robust, active network of journalist, editor, and producer relationships at top-tier media outlets., • Demonstrated success securing executive speaking slots at leading, high-profile industry conferences in AI, enterprise technology, financial services, or insurance., • Exceptional writing skills—the ability to craft compelling narratives, speeches, op-eds, briefing documents, and messaging frameworks with minimal direction., • Background in or deep familiarity with AI, machine learning, insurtech, or enterprise SaaS—enough to credibly represent Shift's technology and market position., • Experience navigating international or multi-market communications, given Shift's global footprint., • Track record working with companies at scale-up or growth stage—motivated, entrepreneurial , resourceful, and adept at driving outsized impact with focused resources. To support our permanent, full time employees at every stage of their careers and lives, we provide a competitive total rewards and benefits package. Here are the global benefits we'd like to highlight: • Flexible remote and hybrid working options, • Competitive Salary and a variable component tied to personal and company performance, • Multiple Learning and Development opportunities, including Focus Fridays, a half-day each month to focus on learning and personal growth, • Generous PTO and paid holidays, • Mental health benefits At Shift we strive to be a diverse and inclusive workforce. We welcome applications from and hire people who will contribute to the diversity of our company, without regard to race, color, religion, marital status, age, national or ethnic origin, physical or mental disability, medical condition, pregnancy, genetic information, gender identity or expression, sexual orientation, or other non-merit criteria. Shift Technology is committed to providing reasonable accommodations for qualified individuals with disabilities in our application and employment process. Should you require accommodation, please email and we will work with you to meet your accessibility needs. Please be aware of scammers and only trust correspondence that comes from emails ending in "shift-technology.com". We will never do initial outreach to you via Whatsapp/Text/SMS, never ask for banking information or personal identification numbers (ex. Social Security Number) as part of our recruitment process. Shift Technology does not accept unsolicited CVs from recruiters or employment agencies in response to the Shift Technology Careers page or a Shift Technology social media post. Any unsolicited CVs, including those submitted directly to hiring managers, are deemed to be the property of Shift Technology.