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Job Description GRC Lead needs 10 years' experience (governance, risk, compliance) GRC Lead requires: • Hands-on experience implementing or managing audit technology platforms, specifically AuditBoard (SOXHUB, OpsAudit, RiskOversight)., Proficiency with data analytics tools such as Power BI, Tableau, or advanced Excel., • Bachelor's degree in Computer Science, Information Technology, Accounting, Finance, or a related field., • Proven experience supporting public company SOX 404 compliance programs., • Hands-on experience implementing or managing audit technology platforms, specifically AuditBoard (SOXHUB, OpsAudit, RiskOversight)., • Strong knowledge of operational auditing and Risk Control Matrix (RCM) development., • Expertise in ERP controls for SAP, Oracle, and NetSuite., • Solid understanding of IT General Controls (ITGC)., • Proficiency with data analytics tools such as Power BI, Tableau, or advanced Excel., • Lead the configuration, customization, and administration of the AuditBoard platform, including SOXHUB, OpsAudit, and RiskOversight modules., • Manage module-level access and manual environment changes within AuditBoard, addressing the platform's limitations around configuration migration from Test to Production., • Support and enhance public company SOX 404 compliance programs through effective use of AuditBoard and related audit technology platforms., • Collaborate cross-functionally with IT, Risk, Compliance, and business units to optimize GRC workflows, automate controls testing, and improve audit efficiency., • Oversee ERP controls for systems such as SAP, Oracle, and NetSuite, ensuring integration with GRC processes., • Utilize data analytics tools (Power BI, Tableau, advanced Excel) to analyze control effectiveness, generate insights, and support audit reporting., • Provide technical leadership and governance for the AuditBoard platform, ensuring system integrity, performance, and compliance., • Drive continuous process improvement and automation initiatives to enhance risk advisory capabilities., • Communicate effectively with executive leadership, delivering clear and concise reporting on GRC program status, risks, and remediation efforts., • Coordinate with AuditBoard vendor support and internal teams for platform upgrades, issue resolution, and enhancements.

Job Description About MCU: At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now comprised of over 600,000 individuals. With each new generation we have the pleasure of interacting with, we maintain the credit union promise of people helping people. Our Mission: To help hard-working New Yorkers build better tomorrows Our Vision: Be New York's most loved financial institution by helping our members build their best financial futures Overview: The Director of Finance plays an integral role in helping MCU achieve its organizational objectives and meet stringent regulatory requirements in the areas of interest rate risk and liquidity management. This position plays a leadership role ensuring a high performing team that is continually maximizing efficiency with a positive impact on the financial health of the credit union while providing excellent service to its stakeholders. Responsibilities: Specific duties include, but are not limited to, the following: Strategy, Planning and Management: • Serves as finance subject matter expert and cross-functionally supports projects and programs., • Studies long-range economic trends and projects company prospects for future growth in overall income, liquidity, net worth and market share., • Provides insight and recommendations to both short-term and long-term growth plans, and helps establish yearly financial objectives that align with the credit union’s goals., • Oversees the credit union’s ALM program ensuring a safe and sound framework that operates well within board approved risk levels and regulatory expectations. Ensure that the credit union’s balance sheet is positioned to address any potential market related interest rate and liquidity risks., • Develop and implement strategies to optimize the credit union’s ALM framework, effectively managing interest rate risk, liquidity risk, and funding needs while driving opportunities for growth and revenue enhancement., • Lead the development and execution of stress testing scenarios to assess the credit union’s resilience to adverse economic conditions and regulatory requirements., • Oversee the credit union’s investment portfolio, implement strategies that optimize liquidity and returns under the guidance of ALCO., • Oversee the credit union’s secondary marketing program, including loan participation purchases and sales. Oversee the portfolio of loan purchases monitoring for performance., • Oversee pricing strategies for loan and deposit products. Analyze market trends, interest rates and competitor offerings to determine competitive and profitable pricing structures., • Serve as the primary liaison for advisory firms engaged by MCU in support of ALM and Investment strategies., • Oversee the monthly, quarterly, and annual forecasting process to ensure both the timeliness and accuracy of reporting., • Serve as the subject matter expert on all planning and budgeting software tools used by the department (ProfitStars, Deposits360, Liquidity360, Deposit Dynamics pricing model, nCino loan analytics), • Must be adept at developing ad hoc complex models in Excel when third party models cannot be used., • Review and ensure application of appropriate internal controls, compliance and financial procedures., • Monitor key financial metrics and performance indicators, analyzing trends and identifying areas for improvement or risk mitigation., • Collaborate with the Accounting team during the monthly close process by providing monthly margin analysis, rate volume analysis, ensuring reported results are fairly and accurately reported. Requirements: • Bachelor's degree in Finance, Accounting, or a related field; MBA or CPA preferred., • 10+ years of progressive experience in finance, with a minimum of 5 years in a finance leadership position at a similarly sized bank or credit union., • In-depth knowledge of asset liability management principles, planning systems, and stress testing methodologies., • Strong understanding of bank accounting concepts and GAAP, with the ability to interpret and apply regulatory guidelines effectively., • Excellent analytical skills and attention to detail, with the ability to analyze complex financial data and draw actionable insights., • Proven leadership abilities, with experience managing teams and driving results in a collaborative environment., • Exceptional communication and interpersonal skills, with the ability to articulate financial concepts to diverse audiences and influence decision-making processes., • Strategic mindset and forward-thinking approach, with the ability to anticipate challenges and develop proactive solutions., • Demonstrated success in planning, organizing, leading people and activities. Ability to motivate, direct and coach staff., • Ability to perform in a high-volume environment and meet deadlines while maintaining exceptional attention to detail., • Technologically proficient. Leadership Competencies:. • Proven ability to manage change, • Capacity to take calculated risks and innovate, • Experience in setting vision and strategy, • Lead by example and encourage team in developing adaptability, • Successful in communicating effectively, • Prioritizes developing others, • Thinking that values diversity and difference, • Proven ability to build and maintain relationships at all levels of the organization, • Skilled at managing effective teams and work groups that default to action, are accountable, and take ownership of work Why you'll be a good fit: Our Core Values are an integral part of who we are and who we hire. By living our Core Values, every day, we continue to attract the best and brightest talent, achieve unsurpassed results and continuously challenge ourselves to be better than yesterday. These values are at the heart of our organization and within every teammate. To be a great fit, you’ll bring the following Results - We are passionate about winning. Agility - We proactively anticipate, respond and pivot to ensure MCU wins. Integrity - We operate with the highest ethical standards and highest degree of honesty. Belonging - We cultivate a culture of inclusion and teamwork. Ownership - We take personal responsibility and hold ourselves accountable for the results. Why You’ll Love Working Here: The pay range for this position is between $158,000-278,010 annually. Actual base pay offered may vary depending on a number of factors such as job-related knowledge, skills, experience, and location. Employees in this position may also be eligible for a discretionary bonus, 401(k) with an 6% employer match per pay period. Benefits for this position include Medical, vision, dental, life, and disability insurance, flexible paid time off and 11 paid holidays annually. Municipal Credit Union (MCU) is an Equal Opportunity Employer. Municipal Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by applicable federal, state or local laws. We are committed to hiring, training, cultivating, promoting, and celebrating an environment where we have a welcoming and fulfilling place for all people to call home. Diversity of race, thought, sexual orientation, age, veteran status, religion, and disability will empower us to thrive as individuals, as teams, and as an organization.

Job DescriptionDescription: Firm Description Chilton Trust is an independent, privately owned, wealth management company providing wealth management services and investment solutions to high-net-worth individuals, families, foundations, endowments, and institutions. Chilton Trust is built on the deep investment culture and rigorous standards of performance excellence which have been the hallmark of its affiliate, Chilton Investment Company, which was founded three decades ago by Richard Lockwood Chilton, Jr. Chilton Trust offers a full suite of individually customized services including access to internal equity and fixed income management, best-in-class external traditional and alternative managers, standalone national trust company capabilities, fiduciary, consolidated wealth reporting, comprehensive family office services and transactional planning. The firm’s emphasis on relationship management is vital and built upon integrity, confidentiality, high quality service and customization to meet the evolving needs and complexities that often exist with clients. Chilton Trust has more than $8B in assets under management with over 250 family relationships and offices in Charlotte, Charlottesville, Connecticut, Delaware, Naples, New York and Palm Beach. Position Description The Junior Credit Analyst will be part of a larger Fixed Income team with responsibilities including, but not limited to, the following: • Conduct fundamental credit analysis of both municipal issuers and Investment grade corporate issuers using self-created dynamic modeling tools that can respond to both credit and macro driven events., • Assign & maintain internal credit ratings and monitor issuer fundamentals, ratings changes, and macroeconomic trends. Assign periodic industry/sector outlooks to both municipal and corporate sectors., • Conduct portfolio analysis for prospective and current clients., • Work closely with portfolio managers, effectively communicating credit risk assessments and analysis to support the portfolio manager’s investment decisions. Providing on-going surveillance of credit exposure, staying abreast of all issuer updates, and relying relevant information to the team., • Partner with Firm’s Economist, wealth and client advisors to support new business efforts and maintain strong client relationships., • Help to ensure portfolios adhere to internal investment guidelines, client mandates, and applicable regulatory frameworks., • Bachelor’s degree in Finance, Economics, Accounting, or a related field; advanced degree (MBA, MPA) or CFA designation a plus., • 4-7 years of experience in credit analysis preferably with a Credit Rating Agency or with a wealth management, investment advisory, insurance company or in asset management, • Solid understanding of credit with a flexibility to work either on investment grade corporates or on high quality municipals., • Ability to work independently and collaboratively in a client-centric, performance-driven culture., • Excellent analytical, communication and presentation skills. We offer a competitive and comprehensive compensation and benefits package that is based on, among other things, your overall performance and contributions to the firm. The salary range for this job is $125,000 to $145,000. Base salaries are determined based on a wide variety of factors including but not limited to years of relevant experience, education and other qualifying factors like additional accreditations. Base salary does not include others forms of compensation and benefits including medical and dental coverage, disability and life insurance, 401(k) plan (and company match on contributions made) and accrued paid time (which may vary based on role and tenure). Requirements:

Our regional/global matrix structure allows for flexible responses to challenges in the core areas of: Anti-Money Laundering, Sanctions & Screening, Anti-Fraud, Bribery & Corruption, Investigations & Intelligence, Monitoring & Screening, and Risk Assessment. Support the Head of Sanctions Advisory in

Job Description Who We Are Derivative Path empowers institutions across the capital markets with innovative, AI-driven technology and expert advisory solutions. Our award-winning cloud platform and advisory teams support banks, credit unions, private equity firms, hedge funds, asset managers, corporations, and insurance companies in managing interest rate, FX, and commodity risks, optimizing hedging strategies, and streamlining cross-border payments. With a client base spanning over 250 institutions, we deliver scalable solutions that enhance risk management and drive operational performance. Through strategic partnerships with Goldman Sachs, Wells Fargo, FNBO, Q2, and Jack Henry, we provide best-in-class capabilities to help clients achieve their financial objectives in an ever-evolving market. With a team of seasoned professionals comprised of decades of industry experience, Derivative Path offers a flexible, hybrid work environment to its 125+ employees with the ability to work remotely and from one of four offices in San Francisco, New York, Chicago, and Manila. The Company is dedicated to building a diverse environment and has an unwavering commitment to creating a sense of belonging for all employees. The Opportunity We are looking for a talented individual to join our Risk Solutions group. In this role, you will be an integral part of providing risk solutions services, transaction execution services, and general client coverage support to private equity, corporate, and other non-bank end user clients of DP. Reporting to the Managing Director, Risk Solutions, you will also provide input and generate ideas for new and enhanced functionality within EDGE that will be beneficial to DP and its clients. The ideal candidate will feel at ease working in a lean environment where their contribution is critical and valued. This is a difference making role with a high level of responsibility, input, and visibility to high profile clients of DP. What You Will Do • Assist in all aspects of client coverage including risk identification and analysis, hedge strategy generation, pricing and analytics, trade execution, ongoing hedge portfolio maintenance and reporting needs, etc., • Directly interact with clients to discuss the risks at play, potential hedging solutions, hedge outcomes, etc., • Directly interact with hedge banks and other relationship partners of clients to drive transaction processes, • Prepare client marketing materials, market updates, educational materials, etc., • Assist in idea generation related to enhancements to EDGE and assist in testing related to enhancements which are due for future releases, • Lead internal and pre-trade / post-trade processes such as client onboarding, documentation, confirmations, valuations, etc., • 1-3+ years of derivatives experience at a bank or within a private equity firm focusing on derivatives and capital markets, • Prior experience pricing, analyzing, and executing interest rate derivatives is required; functional experience with all of interest rate, cross-currency, and FX derivatives is a plus, • Experience discussing and negotiating all aspects of transaction charges including market bid/ask and XVA (bilateral CVA, funding, regulatory capital) and solid understanding of the key drivers of those transaction charges, • Experience with and understanding of private equity derivative activity is a plus, • Strong communication, presentation, and written skills, • Ability to work in a fast-paced, deadline driven, dynamic work environment; can manage multiple competing priorities, • Desire to increase responsibility, take on additional roles, and expand skill set over time, • Exceptional attention to detail, • Highly collaborative with proven ability to work with internal teammates, customers, and external vendors, • Proud of the work you do and receptive to constructive feedback, • Superior skills in Microsoft Office – PowerPoint, Excel, Word, • Base salary, equity, and annual bonus as part of the compensation package, • 40 hours of sick leave, • 18 days of PTO, • Paid parental leave, • 401K contribution at 3%, • Competitive health benefits including HSA & FSA options, life insurance, and short-term disabilityThe expected salary for this position is $110,000 - $130,000 and is eligible for a discretionary bonus and equity. We will consider your skills, experience, and location when determining your pay. Derivative Path is an equal opportunity employer and does not discriminate based on any of the following: race, religious creed, color, age, sex, sexual orientation, gender identity, gender expression or gender characteristic, national origin, religion, marital status, medical condition, physical or mental disability, military service or veteran status, pregnancy, childbirth and related medical conditions, or any other classification protected by federal, state, and local laws and ordinances. Derivative Path offers a comprehensive benefits package, including health, dental, vision, retirement plan, contribution, and a generous paid time off policy. Powered by JazzHR CfgGxbwXNg

Job Description Lead ServiceNow Engineer Risk Management My name is Bill Stevens, and I have a new six month plus contract to hire Lead ServiceNow Engineer opportunity available for a major firm with offices located in Midtown, Manhattan, Holmdel, New Jersey, Bethlehem, Pennsylvania and Stamford, Connecticut that could be of interest to you, please review my specification below. The forty-hour work week schedule will be hybrid, three days a week in either of the firm’s offices closest to the candidate’s residence and two days remote. This will not be a full remote role. This position pays $110.00 per hour on a w-2 hourly basis or $125.00 per hour on a Corp basis. The Corp rate is for independent contractors only and not third-party firms. No Visa entanglements and no H1-B holding company submittals. This is a senior level role designed for a ServiceNow Risk Management expert who not only delivers high quality solutions but also maintains strong awareness of ServiceNow’s product roadmap, upcoming IRM capabilities, and industry best practices. The individual will actively engage with ServiceNow product teams, stay ahead of platform innovations, and help the organization assess how emerging features can strengthen our ERM capabilities. The ideal candidate will partner closely with business stakeholders, ServiceNow platform engineering, enterprise architecture, data teams, and risk domain leaders to shape the evolution of our risk technology ecosystem. The position reports to the firms Head of Enterprise Risk Technology and operates as part of a senior development group responsible for delivering, maintaining, and advancing the organizations risk management applications on ServiceNow. You will drive improvements in configuration standards, system reliability, performance, and automation. You serve as a mentor to junior engineers and collaborate closely with other technology teams to ensure platform scalability and alignment to organizations architecture and data standards. Responsibilities for this role: Run (Operations & Stability): Lead day-to-day technical support for IRM, BCM, and TPRM applications in production Maintain and optimize existing configurations including forms, lists, workspace views, notifications, and ACLs Monitor scheduled jobs, integrations, and data quality checks related to risk, continuity, and third-party data Maintain shared dashboards and reporting data sources used by business stakeholders Provide Level 2 support for incidents and problems related to IRM, BCM, and TPRM Change (Enhancements, Design and Development): Partner with business product owners to convert requirements into high quality technical designs aligned to OOTB best practices. Implement enhancements across IRM, BCM, and TPRM, including flows, approval logic, persona models, questionnaires, scoring frameworks, and portal/workspace improvements. Build and maintain Flow Designer logic, business rules, Script Includes, UI actions, and other configurations. Strengthen integrations with CMDB, Archer, vendor systems, and external content providers (Integration Hub, REST, SOAP APIs). Contribute to reusable components, coding standards, and configuration governance for the IRM domain. Support upgrades with a focus on evaluating new IRM/BCM/TPRM features and identifying adoption opportunities for the firm. Mentor and guide junior team members, supporting their growth in ServiceNow configuration and risk domain knowledge. Product & Strategic Engagement: Maintain strong awareness of ServiceNow product roadmaps, store releases, and IRM/BCM/TPRM module enhancements. Participate in ServiceNow roadmap workshops, advisory councils, developer events, and product feedback sessions. Build working relationships with ServiceNow product managers and solution architects to advocate for the firms’ needs. Assess new capabilities (e.g., AI features, workspace enhancements, GRC content packs) and recommend adoption strategies. Provide thought leadership on how ServiceNow IRM can advance the firms’ risk management maturity. Help shape long term technology strategy for ERM, BCM, and TPRM solutions Qualifications for this role: 10+ years of experience configuring and integrating enterprise SaaS platforms. 5+ years of hands-on ServiceNow development or advanced administration Strong understanding of ServiceNow platform capabilities including tables, relationships, ACLs, UI policies, Flow Designer, and scripting using JavaScript Experience implementing or supporting IRM, BCM, TPRM, or other non-ITSM modules. Demonstrated ability to evaluate new platform features and translate them into actionable benefits for business teams Proven experience creating reports and dashboards for business stakeholders Ability to work with business leaders and convert requirements into scalable technical designs Strong communication skills and comfort working across technical and business teams Strong understanding of data governance, performance tuning, and system security. Experience leading technical troubleshooting and platform improvement initiatives. Strong communication, stakeholder partnership, and mentoring skills. Bias for automation, simplification, and continuous improvement. Nice to Have: ServiceNow Certified System Administrator (CSA), Certified Implementation Specialist (CIS) IRM, CISBCM, CISTPRM, or other relevant certifications. Experience with scoped applications, CI/CD pipelines, and update set management. Familiarity with risk, compliance, continuity, or third-party risk methodologies. Prior participation in ServiceNow advisory boards, roadmap discussions, or beta programs Experience with integrations using REST, SOAP, or Integration Hub spokes Experience with other GRC or risk management platforms (Archer, RSA, MetricStream, LogicGate, OneTrust, etc.) that can translate to ServiceNow IRM Please let me know your interest in this position, availability to interview and start for this position along with a copy of your recent resume.

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. We are seeking an experienced Capital Markets Technology professional to support front‑office technology initiatives across broker dealers and full‑service investment banks. This role will serve as a subject matter expert across trading systems, data, and integration initiatives, partnering closely with business stakeholders, technology teams, and executive leadership to deliver complex technology implementations and process improvements across the trade lifecycle.What You’ll Do: • Serve as a subject matter expert on front‑office trading technology, including Order Management Systems (OMS), Execution Systems, and Settlement platforms., • Support and lead technology implementation and delivery efforts, from requirements gathering through testing and go‑live., • Analyze and optimize front‑to‑back trading and operations workflows across Equities, Fixed Income, and Derivatives., • Partner with business stakeholders to document current‑state processes, define target‑state solutions, and drive process improvement initiatives., • Support system‑to‑system integrations, including connectivity between front‑office, middle‑office, and downstream platforms., • Leverage and support FIX protocol–based integrations for trading and execution workflows., • Collaborate closely with developers (frontend, backend, and full‑stack) to translate business and functional requirements into technical deliverables., • Work alongside technology and data architects to align solutions with enterprise architecture and data standards., • Contribute to data governance initiatives, including data lineage, quality, and controls across relational database environments., • Utilize technology delivery and project management tools (JIRA, Zephyr, GitLab, Confluence) to manage backlogs, testing, and documentation., • Participate in and support projects delivered using Agile, Waterfall, and hybrid delivery methodologies., • Engage with and present to executive leadership within Financial Services, providing clear status updates, risks, and recommendations., • Support compliance‑driven initiatives, including familiarity with security and regulatory requirements (e.g., SOX)Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards., • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.What You’ll Bring:, • 5+ years experience working within Broker Dealers and/or Full‑Service Investment Banks, supporting front‑office and trading‑related technology initiatives., • Strong subject matter expertise in front‑office trading technology, including Order Management Systems (OMS), Execution Systems, and Settlement platforms., • Working knowledge of front‑to‑back trading and operations workflows across Equities, Fixed Income, and Derivatives., • Proven experience delivering technology implementations, enhancements, or platform integrations within complex financial services environments., • Experience supporting or partnering on data governance initiatives, including data quality, lineage, and controls within relational database (RDBMS) environments., • Familiarity with FIX Protocol and its use in electronic trading, execution, and downstream integrations., • Hands‑on experience with system‑to‑system integrations, including coordination across front‑office, middle‑office, and post‑trade platforms., • Proficiency with technology and delivery management tools, including JIRA, Zephyr, GitLab, and Confluence., • Working knowledge of software development and delivery methodologies, including Agile, Waterfall, and hybrid frameworks., • Experience conducting process analysis, creating clear documentation, and driving continuous process improvement., • Familiarity with security, risk, and regulatory requirements within financial services (e.g., SOX compliance)., • Demonstrated experience collaborating with software developers (frontend, backend, and full‑stack) to translate business requirements into technical solutions., • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation., • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.Qualifications:

Job Description We are sharing a specialised part-time consulting opportunity for professionals experienced in insurance underwriting, claims review, actuarial analysis, policy interpretation, regulatory compliance, risk assessment, and structured insurance workflow evaluation. This role supports current and upcoming remote consulting opportunities focused on structured insurance review, risk classification, policy language assessment, claims evaluation, actuarial reasoning, regulatory documentation, and high-quality project execution. Selected professionals will apply their insurance expertise to review realistic insurance scenarios, evaluate technical and regulatory outputs, prepare structured written feedback, and support accurate, evidence-based insurance workflow tasks. Key Responsibilities Professionals in this role may contribute to: Underwriting, Risk & Policy Review • Review insurance scenarios involving underwriting submissions, risk classification, policy language interpretation, coverage analysis, and policy evaluation, • Evaluate insurance outputs against source records, policy terms, underwriting criteria, risk factors, and documented review standards, • Support structured review of commercial lines, personal lines, specialty lines, life, health, benefits, or reinsurance-related materials, • Review claims scenarios involving claims investigations, loss adjustment, coverage disputes, adjudication materials, fraud indicators, and settlement considerations, • Evaluate claims outputs against policy language, claim facts, documentation standards, liability considerations, and industry practices, • Support structured review of property, casualty, liability, workers' compensation, specialty claims, and claims management materials, • Review insurance scenarios involving actuarial projections, pricing, reserving, rate filings, capital modeling, regulatory examinations, and compliance materials, • Evaluate outputs against actuarial standards, state DOI requirements, NAIC guidelines, insurance regulations, and industry terminology, • Annotate, label, or validate insurance data across use cases such as loss reserving, fraud detection, policy coverage analysis, and regulatory review Strong candidates may have: • 3+ years of professional experience at an insurance carrier, brokerage, reinsurer, agency, regulatory body, actuarial team, claims organization, or insurance advisory environment, • Background in one or more areas such as underwriting, claims management, actuarial science, pricing, reserving, capital modeling, insurance sales, brokerage, compliance, regulatory affairs, or risk management, • Familiarity with insurance workflows involving submissions, claims files, policy review, rate filings, coverage disputes, loss reserves, fraud review, and regulatory documentation, • Comfort reading and preparing insurance artifacts such as underwriting files, policy forms, claim summaries, reserve analyses, coverage opinions, rate filing materials, and regulatory memos, • Strong analytical thinking and written communication skills, • A degree or professional background in insurance, actuarial science, finance, risk management, business administration, law, accounting, economics, mathematics, or a related field is helpful, • Experience with commercial lines, personal lines, specialty lines, P&C, life, health, benefits, workers' compensation, liability, reinsurance, or regulatory insurance work, • Familiarity with state DOI requirements, NAIC guidelines, actuarial standards, rate filings, insurance compliance, claims adjudication, or policy wording review, • Experience preparing or reviewing underwriting submissions, claim files, coverage analyses, reserve materials, actuarial projections, rate filings, or regulatory examination materials, • Professional designations such as CPCU, ARM, FCAS, FSA, AIC, ACAS, AINS, or equivalent insurance credentials are helpful, • Apply insurance, claims, underwriting, or actuarial expertise to structured remote project work, • Contribute to high-quality policy review, claims evaluation, actuarial reasoning, and regulatory insurance analysis, • Work on flexible assignments aligned with your insurance background, • Use your industry judgment in a focused, detail-oriented review environment, • Independent contractor role, • Fully remote with flexible scheduling, • Part-time commitment depending on project availability, • Competitive rates between $95–$130 per hour depending on expertise, • Weekly payments via Stripe or Wise, • Projects may be extended, shortened, or adjusted depending on scope and performance This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams. By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy: .

Job Description Capgemini is at the forefront of Generative AI innovation, helping Financial Services clients industrialize GenAI and Agentic AI platforms at enterprise scale. We are seeking an experienced and innovative AI Product Engineer – Agentic Platforms to join our Financial Services Artificial Intelligence & Business Lines (FS‑ABL) practice. This role is ideal for a consulting technologist with deep expertise in modern GenAI tooling, agentic system design, and enterprise SDLC, who can partner directly with clients to envision, design, develop, and deploy Agentic AI platforms in regulated environments. In this role, you will work at the intersection of client advisory, AI product engineering, and delivery execution, helping banks, insurers, and capital markets firms transition from GenAI pilots to production‑grade, governed, multi‑agent systems. You will apply leading GenAI frameworks and LLM platforms — including Anthropic, OpenAI, LangChain, LangGraph, DSPy, and vector databases—while operating across the full Agentic SDLC. P&C Insurance knowledge and experience is a significant plus. Additionally, familiarity with core insurance platforms like Guidewire, DuckCreek or Majesco will be extremely helpful to succeed in this role. We are looking for candidates across all levels of experience and expertise - junior through senior level AI Product Engineers. Requirements Client Advisory & Product Vision • Partner directly with Financial Services clients to identify, prioritize, and shape Agentic AI use cases across customer operations, underwriting, claims, risk, compliance, finance, and technology., • Lead client workshops to define agent personas, responsibilities, autonomy boundaries, human‑in‑the‑loop checkpoints, and escalation logic., • Translate evolving business needs into agentic product backlogs, roadmaps, and MVP definitions., • Design and implement multi‑agent architectures using modern GenAI tooling, including:, • Planner, executor, reviewer/critic, and supervisor agents, • Tool‑calling and function‑calling agents, • Memory‑enabled agents (conversation, semantic, episodic, and structured memory), • Leverage LangChain and LangGraph for agent orchestration, workflows, and control flow., • Apply DSPy and declarative prompt optimization techniques for repeatability, performance tuning, and regression control., • Design agent interaction patterns such as hierarchical agents, collaborating agents, and event‑driven agent workflows., • Own delivery across the full Software Development Lifecycle (SDLC), extending it into a formal Agentic SDLC, including:, • Agent design specifications and behavior contracts, • Prompt, policy, and tool versioning, • Simulation environments and offline evaluation, • Automated testing of agent flows and guardrails, • Controlled rollout, telemetry‑driven optimization, and continuous learning, • Build production‑grade AI services primarily using Python, integrating:, • LLM providers such as Anthropic (Claude), OpenAI, and open‑source models, • Retrieval‑Augmented Generation (RAG) using vector databases (e.g., Pinecone, FAISS, Milvus, Weaviate), • Implement CI/CD pipelines for agent code, prompts, and policies., • Implement agent observability including tracing, decision logging, tool usage, and failure analysis., • Apply evaluation frameworks for hallucination detection, consistency checks, and fitness scoring., • Design feedback loops incorporating human‑in‑the‑loop review and reinforcement., • Design Agentic AI platforms aligned with Financial Services regulatory expectations, including:, • Auditability and traceability of agent decisions, • Model and prompt explainability, • Data privacy and security controls, • Resilience and fail‑safe mechanisms, • Embed guardrails and policies addressing hallucination risk, bias, unauthorized actions, and escalation failures., • Provide technical leadership and mentorship to consulting delivery teams., • Contribute to internal GenAI accelerators, agent frameworks, and reusable assets., • Support RFPs, proposals, and client solution designs with credible GenAI and agentic architectures. 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 known group, • Private Health Insurance, • Retirement Benefits, • Paid Time Off, • Training & Development, • *Note: Benefits differ based on employee level 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 420,000 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 €22.5 billion in revenues in 2025.

Job Description We’re seeking a hands-on Third-Party Risk Management (TPRM) Consultant to help execute and improve vendor risk processes within a regulated financial services environment. This role goes beyond advisory—you’ll actively perform due diligence, manage vendor risk activities, and drive practical improvements to make the TPRM framework more efficient and sustainable. Key Responsibilities • Execute third-party due diligence for new and existing vendors, • Address gaps in legacy contracts and support vendor offboarding, • Reduce backlog across outsourcing and cloud governance processes, • Implement regulatory requirements (e.g., NYDFS, DORA) into daily operations, • Maintain vendor inventory and ensure timely SLA adherence, • Streamline TPRM processes while continuing day-to-day execution (“fix while running”), • Partner with risk, compliance, legal, IT, and business teams to drive outcomes, • Support audits and regulatory exams with clear documentation Requirements • Hands-on TPRM experience (execution-focused, not just advisory), • Background in financial services or regulated environments, • Experience with vendor due diligence, contract review, and risk assessment, • Familiarity with regulatory frameworks such as NYDFS or DORA, • Strong stakeholder management and communication skills #acgresourcesjobs Please contact MAtt Eidlen 646-442-5459 or Dan McNichol 646-442-2276 Company DescriptionGreat opportunity, visible roleGreat opportunity, visible role

Job Description Position: Sales Executive - Financial Services Location: Hybrid - NYC About LRN LRN is the world’s leading dedicated ethics and compliance SaaS company, helping more than 30 million people each year navigate complex global regulatory environments while building ethical, responsible cultures. With over 3,000 clients across North America, EMEA, APAC, and Latin America, including many of the world’s most respected brands, LRN is the trusted partner organizations rely on to reduce risk and drive principled performance. Recognized as one of Inc. Magazine’s 5000 Fastest-Growing Companies, LRN is redefining how organizations turn values into action. Our state-of-the-art platform combines intuitive design, mobile accessibility, advanced analytics, and industry benchmarking, enabling organizations to create, manage, deliver, and measure world-class ethics and compliance programs. By combining innovative technology, impactful learning, and expert advisory services, LRN helps organizations translate values into behaviors that drive trust, performance, and sustainable competitive advantage. The Role LRN is seeking an elite Enterprise Sales Executive to drive new business within the Financial Services sector across North America, including Banking, Insurance, Asset Management, Wealth Management, FinTech, and Private Equity. This role focuses on new logo acquisition within highly regulated enterprises, requiring the ability to navigate complex, multi-stakeholder buying environments and engage senior leaders responsible for governance, risk, compliance, and culture. This is a high-impact, high-visibility role suited for top-performing enterprise sellers who consistently exceed targets and thrive in rigorous, performance-driven environments. Requirements What You’ll Do • Drive new logo acquisition across Financial Services enterprises in North America, • Own and execute the full enterprise sales cycle (qualification through close), • Build and manage a strategic pipeline of enterprise opportunities, • Engage C-level and senior stakeholders across Legal, Compliance, Risk, Internal Audit, and HR, • Lead complex deal orchestration, including procurement, legal, security, and vendor risk stakeholders, • Manage RFPs, enterprise procurement processes, and commercial negotiations, • Navigate regulated buying environments involving vendor risk, security, and data privacy requirements, • Maintain accurate pipeline management and forecasting discipline within Salesforce What We’re Looking For • 7–10+ years of enterprise sales experience, preferably within Financial Services, • Proven track record of quota attainment and top-tier performance in enterprise SaaS sales, • Experience managing complex, multi-stakeholder sales cycles within large organizations, • Demonstrated success navigating RFP processes, procurement negotiations, and enterprise buying committees, • Ability to engage Compliance, Legal, Risk, Internal Audit, Procurement, and Security stakeholders, • Strong understanding of regulated environments including governance, compliance, and data privacy frameworks, • Excellent executive presence and consultative, value-based selling capability, • Flexible PTO plus US public holidays and Sick Time., • Medical, Dental and Vision Benefits., • Excellent 401K with employer match, • Life Insurance, short-term and long-term disability benefits, • Health & Wellness reimbursements, • Health Saving & Flexible spending account, • Employee Assistance Plan.

Job DescriptionDescription: Hybrid Every other week onsite/5 days in either Jersey City, NJ, MMK, NH, SMT, RI or Westlake, TX Our client seeks a Principal Business Systems Analyst to partner with technology and business stakeholders to deliver complex brokerage trading system capabilities. The role will focus on account opening, customer communications, and money movement while bridging strategy and execution in a fast-paced environment. The analyst will frame ambiguous problems, drive MVP-oriented delivery, and translate business intent into precise technical requirements. Due to client requirements, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance. Rate: $80.00 to $90.00/hr. w2 #LI-JS1 Responsibilities: • Serve as a core member of the product team to drive strategy, discovery, and delivery of scalable brokerage platform capabilities., • Lead collaboration across product, engineering, architecture, QA, and operations to define and evolve solutions., • Drive clarity by framing business intent, defining system requirements, and shaping pragmatic approaches., • Evaluate solution alternatives and tradeoffs across cost, scalability, risk, and time to market., • Negotiate terms and conditions of vendor agreements., • 6+ years in business systems analysis, product management, or technical product roles, including use case development, data analysis, system flows, and story writing., • Exceptional critical-thinking and systems-thinking skills with the ability to understand complex interdependencies., • Ability to frame problems effectively and challenge assumptions before solution design., • Proven experience delivering via MVP-driven, phased approaches and incremental releases., • Ability to translate business intent into precise, actionable technical direction., • Experience serving as the main contact across product, engineering, architecture, and team members, including third-party clients when needed., • High proficiency in user and system story writing, UML sequence diagrams, and workflow documentation., • Experience leading or influencing cross-functional teams through define-build-test and full product lifecycle., • Working knowledge of APIs, REST, SOAP, and JSON., • Familiarity with cloud platforms such as AWS and SaaS environments (preferred)., • Deep understanding of Agile development methodologies., • Bachelor’s degree in a technical field required. W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality. If anyone reaches out to you about an open position connected with Eliassen Group, please ensure that you are working directly with us by confirming the following: · When you work with Eliassen Group, all email communication will come from an Eliassen.com address, never Gmail, Yahoo, etc. · Eliassen Group will never ask you for personal information (home address, bank account, or check routing number) until you have worked with someone clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact . About Eliassen Group: Eliassen Group is a strategic consulting firm that helps organizations reach further and achieve more through our technology, business advisory, and life sciences solutions. For nearly 40 years, we have combined exceptional people, deep domain expertise, and intelligent capabilities to expand our clients’ capacity and accelerate meaningful outcomes. We are driven by a purpose to positively impact the lives of our employees, clients, consultants, and the communities we serve. Eliassen is committed to building a diverse and inclusive team from a variety of backgrounds, perspectives, and skills. We are an Equal Opportunity and Affirmative Action Employer and all employment decisions are based on merit, performance, and business needs. Eliassen does not discriminate on the basis of race, color, gender identity or expression, sexual preference or orientation, sex (including pregnancy, childbirth, and related medical conditions), marital status, creed, religion, physical or mental disability, genetic information, military or veteran status, age, ancestry, national origin, citizenship status, prohibited criminal record inquiries of applicants and employees, or any other category protected by federal, state, or local laws. Don’t miss out on our referral program! If we hire a candidate that you refer us to then you can be eligible for a $1,000 referral check!

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 DescriptionDescription: Hybrid 4+ days onsite in New York, NY Our client seeks a cybersecurity professional with strong digital forensics and incident response experience to support a 24x7 operations environment. The role will investigate incidents, perform memory, disk, and image forensics, and enhance security tooling and processes. The professional will analyze complex security data, communicate findings to technical and executive stakeholders, and help mature security architecture and standards. This role will influence post-incident improvements and contribute to cybersecurity platform objectives. Due to client requirements, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance. Rate: $70.00 to $90.00/hr. w2 #LI-JS1 JN -042026-106395 Responsibilities: • Support a 24x7 cyber operations center through cyber incident investigation, triage, and response activities., • Use tools such as Splunk, Microsoft Defender, and CrowdStrike to support incident analysis and response., • Collect, interpret, and communicate technical information from investigative artefacts to executive leadership., • Conduct memory, disk, and image forensics during active investigations and triage efforts., • Communicate clearly with technical and non-technical audiences during incidents and post-incident activities., • Provide senior-level consultation for information security infrastructure, including deployment and optimization of tools such as Axiom Forensics, Splunk, Microsoft Defender, and CrowdStrike., • Contribute to the development and implementation of security architecture, standards, procedures, and guidelines across multiple platforms., • Partner with business and operational infrastructure teams to recommend post-incident security improvements and support implementation., • Review and analyze complex security data to provide insights, conclusions, and actionable recommendations., • Define, implement, and apply security and continuity of business policies and standards aligned to recognized information security principles., • Address high-risk security concerns and incidents, recommend risk mitigation actions, and support the publication of standards., • Significant experience in digital forensics, incident response, cybersecurity operations, or a related information security function., • Experience supporting or operating within a 24x7 cyber operations center environment., • Hands-on experience with Splunk, Microsoft Defender, and CrowdStrike, and other incident response or threat detection platforms., • Experience conducting digital forensic investigations, including memory, disk, and image analysis., • Ability to collect, interpret, and communicate technical incident information to diverse stakeholder groups., • Strong verbal and written communication skills for technical and non-technical audiences., • Ability to manage multiple priorities, adapt quickly, and work effectively under pressure., • Experience supporting enterprise information security infrastructure and optimizing security tooling., • Strong analytical and problem-solving skills with the ability to assess complex data and produce actionable recommendations., • Understanding of information security standards, controls, policies, and industry best practices., • Experience addressing high-risk security concerns and supporting remediation or mitigation efforts., • Splunk certification or equivalent demonstrated expertise (preferred)., • Experience contributing to security architecture and enterprise security standards in large, complex organizations (preferred)., • Familiarity with continuity of business principles and related security requirements, NIST, ISO (preferred). W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality. If anyone reaches out to you about an open position connected with Eliassen Group, please ensure that you are working directly with us by confirming the following: · When you work with Eliassen Group, all email communication will come from an Eliassen.com address, never Gmail, Yahoo, etc. · Eliassen Group will never ask you for personal information (home address, bank account, or check routing number) until you have worked with someone clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact . About Eliassen Group: Eliassen Group is a strategic consulting firm that helps organizations reach further and achieve more through our technology, business advisory, and life sciences solutions. For nearly 40 years, we have combined exceptional people, deep domain expertise, and intelligent capabilities to expand our clients’ capacity and accelerate meaningful outcomes. We are driven by a purpose to positively impact the lives of our employees, clients, consultants, and the communities we serve. Eliassen is committed to building a diverse and inclusive team from a variety of backgrounds, perspectives, and skills. We are an Equal Opportunity and Affirmative Action Employer and all employment decisions are based on merit, performance, and business needs. Eliassen does not discriminate on the basis of race, color, gender identity or expression, sexual preference or orientation, sex (including pregnancy, childbirth, and related medical conditions), marital status, creed, religion, physical or mental disability, genetic information, military or veteran status, age, ancestry, national origin, citizenship status, prohibited criminal record inquiries of applicants and employees, or any other category protected by federal, state, or local laws. Don’t miss out on our referral program! If we hire a candidate that you refer us to then you can be eligible for a $1,000 referral check!

Job Description Title: Tax Senior Manager, Real Estate Department: Real Estate Tax Supervises: Tax Managers and below Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: As a Tax Senior Manager specializing in Real Estate at Anchin, you will play a key leadership role within the Real Estate Tax practice, overseeing complex tax compliance, planning, and advisory engagements for a diverse portfolio of sophisticated real estate clients. This role involves significant client ownership, advanced technical oversight, people leadership, and close collaboration with Partners on strategic initiatives, practice development, and high-level tax planning. The ideal candidate is a seasoned real estate tax professional with deep technical expertise, strong leadership presence, and the ability to serve as a trusted advisor to clients and internal teams. RESPONSIBILITIES: • Lead and oversee federal, state, and local tax compliance for a portfolio of complex real estate clients, including partnerships, corporations, LLCs, and REITs, serving as the primary engagement and client contact., • Review and provide final-level oversight of complex real estate tax engagements covering partnership allocations, 704(b) and 704(c), 754 elections, opportunity zones, like-kind exchanges (1031), and cost segregation considerations., • Oversee and perform high-level review of partnership tax returns (Forms 1065), K-1s, and related supporting schedules, ensuring technical accuracy and consistency across engagements., • Identify, research, and resolve complex and high-risk tax issues; review and approve technical memoranda and provide authoritative guidance to clients and internal teams., • Advise clients on advanced tax planning opportunities, including entity structuring, acquisition and disposition strategies, and real estate-specific tax implications., • Manage and oversee engagement budgeting, staffing, scheduling, and workflow across multiple concurrent engagements to ensure timely delivery of high-quality work., • Lead, mentor, and develop Managers and junior team members; provide performance feedback, support career development, and serve as a technical and leadership resource within the Real Estate Tax group. Education: • Bachelor's Degree in accounting, Masters, Law or advanced degree desirable., • 8+ years of progressive tax experience in public accounting, with significant specialization in real estate., • Demonstrated experience leading complex real estate tax engagements and managing client relationships., • Proven ability to manage and develop Managers and teams., • Deep technical knowledge of partnership taxation and real estate-specific tax regulations., • Strong research, analytical, and problem-solving skills., • Excellent written and verbal communication skills with the ability to explain complex tax matters to clients. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job DescriptionSalary: $75,000 - $200,000+ Servicing Financial Advisor CSI Group Advisors JoinCSIGroupAThrivingCareerAwaitsYou! About CSI Group CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America's middle class. Our vision is to become the most trusted financial partner on every main street in America. Through our one-stop approach, we make expert financial guidanceaccessible and affordable for all, because everyone deserves confidence in their financial future. We believe that innovation and technology are force multipliers for that mission. By embracing artificial intelligence and modern tools, we continuously improve how we serve our members, streamline the experiences our teams deliver, and scale our impact without sacrificing the personal connection that sets us apart. Technology does not replace our human touch, it sharpens it. At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values are not just words, they shape how we work, how we serve, and how we grow together. A Growth Mindset and Adaptability mean we lean into change, including the opportunities that emerging technology creates for our members and our people. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Role Overview The Servicing Financial Advisor plays a critical role in helping members achieve financial confidence and long-term security.In this role, you will work both independently and alongside Lead Advisors to provide personalized financial guidance to CSI Groups diverse and growing member base. CSI provides all client relationshipsthere is no obligation to prospect or bring on new clients. You will focus on delivering exceptional service, building lasting relationships, and providing tailored financial advice that aligns with CSIs mission and CAPTAG values. Key Responsibilities Financial Planning & Advisory • Work independently and collaboratively with Lead Advisors to create and implement personalized financial plans., • Evaluate members goals, risk tolerance, and financial situations to design actionable investment and planning strategies., • Provide comprehensive guidance across investments, insurance, retirement, and estate planning., • Build and manage customized portfolios tailored to each clients financial objectives., • Continuously monitor member plans, providing proactive adjustments based on life changes and market conditions., • Build and maintain long-term, trust-based relationships with CSI members provided through the firm., • Conduct regular meetingsindependently or jointly with Lead Advisorsto review financial plans and portfolio performance., • Communicate financial concepts and recommendations clearly and confidently., • Partner with Lead Advisors and CSI leadership to deliver an exceptional member experience., • Participate in educational events, workshops, and community outreach to strengthen member engagement., • Maintain accurate records and ensure compliance with firm and regulatory standards., • Conduct ongoing research to stay current on market trends and member solutions., • Demonstrate accountability, attention to detail, and professionalism in every interaction. Qualifications • Bachelors degree in Finance, Business, Economics, or a related field., • Five or more years in the financial services industry working directly with clients., • Three or more years of advisory experience, including creating and customizing financial plans and portfolios., • Series 65 license required., • Life Insurance license required., • Strong understanding of investment products, risk management, and retirement strategies., • Excellent interpersonal, communication, and presentation skills., • Proven ability to work both independently and collaboratively as part of a team., • Passion for helping families achieve financial confidence and peace of mind., • Entrepreneurial mindset with strong self-motivation and follow-through., • Team-oriented and collaborative, aligned with CSIs CAPTAG culture., • Adaptable, detail-oriented, and driven by continuous learning and growth. Why Join CSI Group Advisors • No prospecting or client acquisition required CSI provides all clients., • Opportunity to work both independently and alongside experienced Lead Advisors., • Exposure to a large and expanding member base with diverse financial needs., • Purpose-driven organization focused on empowering Americas middle class., • Competitive compensation structure, professional growth, and advancement opportunities.

Job Description Changing Healthcare For Good At Angle Health, we believe the healthcare system should be accessible, transparent, and easy to navigate. As an AI-native, integrated healthcare company, we are replacing legacy systems with modern infrastructure to deliver members and patients the care they need when they need it. If you want to build the future of healthcare, we'd love for you to join us. The Role As the Head of IT & Cybersecurity, you are the principal leader responsible for the security and integrity of Angle Health's data, and the primary owner for all IT across the organization. You will proactively shape how the business anticipates, prepares for, and responds to threats in a highly regulated environment. This role requires an entrepreneurial leader who can establish foundational IT and security practices in a scaling business while ensuring operational efficiency, supporting business needs, and building towards long-term, enterprise-grade resilience. What You’ll Do * Develop and execute the company's IT and security strategy, ensuring alignment with overall business objectives and growth goals. Provide vision and direction for the organization's technical infrastructure and security posture. * Oversee the design, implementation, and maintenance of all IT infrastructure, including networks, servers, cloud platforms, and hardware. * Manage the IT team and day-to-day operations, including helpdesk support, system administration, and software management to ensure employees have seamless access to the tools, equipment, and support they need to do their jobs. * Conduct regular risk assessments and vulnerability testing to identify potential security gaps and develop mitigation strategies. * Oversee security incident detection, response, and recovery plans, ensuring minimal disruption in the event of a breach. * Maintain technical controls such as firewalls, intrusion detection systems, access controls, and encryption. * Manage all internal and external IT audit processes, and ensure compliance with relevant laws, regulations, and industry standards, including HIPAA, SOC 2, and others. * Lead and mentor a lean, high-performing IT and security team while continuing to be a hands-on operator. What We’re Looking For: * 8-12+ years of experience leading small but effective IT and security teams within highly regulated industries (e.g. healthcare and financial services). * Extensive experience with major cloud infrastructure platforms, including AWS, and managing both internally developed software and third-party, cloud-based SaaS platforms. * Proven success in defining, building, and scaling IT and cybersecurity functions from the ground up in a high-growth environment. * Demonstrated experience in consistently achieving and maintaining IT and security certifications across multiple frameworks (e.g. HIPAA, SOC 2, HITRUST, ISO 27001, etc.) with clean, unqualified audit opinions. * Strong knowledge of the major domains of security, including endpoint protection, identity and access management (IAM), network security, data encryption/data loss prevention (DLP), etc. * Confidence and proven ability to handle major security breaches, complex regulatory audits, and business continuity scenarios. * Familiarity with implementing and maintaining leading IT operations and security infrastructure platforms including Zscaler, Okta, FileWave, Freshworks, SentinelOne, and others. * Prior experience scaling a high-growth startup as the first/sole member of the IT team is preferred. Must Haves: * Prior startup experience in a highly regulated industry (Healthtech, Fintech, etc.) * Owned IT and Help Desk for an entire company * History of successful SOC 2 audits * Experience managing a small IT team The expected base compensation range for this job opportunity is $200,000 to $300,000 per year plus equity. The actual base salary offered will depend on various factors including skills, qualifications, and experience. About Us Backed by a team of world class investors, we are a healthcare startup on a mission to make our health system more effective, accessible, and affordable to everyone. From running large hospitals and health plans to serving on federal healthcare advisory boards to solving the world's hardest problems at Palantir, our team has done it all. As part of this core group at Angle Health, you will have the right balance of support and autonomy to grow both personally and professionally and the opportunity to own large parts of the business and scale with the company. Angle Health is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Angle Health is committed to working with and providing reasonable accommodations to applicants with physical and mental disabilities. ⚠️ A Note on Recruiting Outreach We’ve been made aware of individuals falsely claiming to represent Angle Health using lookalike email addresses (like @anglehealthcareers.com). Please note that all legitimate emails from our team come from @anglehealth.com. We will never ask for sensitive information or conduct interviews via messaging apps. Compensation Range: $200K - $300K

Job Description Company Overview Stable Rock is a next-generation outsourcing platform offering comprehensive back-office infrastructure and innovative services to early-stage and mid-sized enterprises. With our legacy dating back to 1975, for nearly 50 years we are renowned for our proficiency in accounting, financial advisory, and infrastructure support, currently serving over 400 US and international enterprises across diverse industries. At Stable Rock, we are the architects of success for entrepreneurs, founders, senior executives, management teams, CFOs, controllers, and business professionals. Our mission is to empower, scale, and fortify the bedrock of your enterprise - its IT, human resources, accounting, bookkeeping, tax, financial reporting, and the overall financial and operational infrastructure. Stable Rock has recently expanded into insurance services to meet the growing needs of our clients. As such we are seeking a dynamic, results-driven business development professional to join our growing team. Job Summary We are looking for an ambitious and customer-focused insurance sales professional specializing in property and casualty insurance. The ideal candidate will develop and maintain a robust client portfolio, provide expert insurance advice, and drive revenue growth through strategic sales approaches. Key Responsibilities • Prospect and acquire new commercial and personal lines P&C insurance clients, • Conduct comprehensive risk assessments for potential clients, • Develop tailored insurance solutions across multiple lines, including:, • Commercial property insurance, • General liability coverage, • Business interruption insurance, • Commercial auto insurance, • Cyber and crime insurance, • Manage and grow existing client relationships, • Prepare and present detailed insurance proposals, • Negotiate policy terms and pricing, • Maintain accurate client records in CRM systems, • Meet or exceed monthly/quarterly sales targets, • Stay current with industry trends, new insurance products, and regulatory changes, • Leverage established client relationships to identify insurance needs and provide tailored risk solutions, • Identify other cross-selling opportunities for the Stable Rock business Qualifications Required • Bachelor's degree in Business, Insurance, Finance, or related field, • Valid P&C insurance license in any state, • Minimum 2-3 years of direct insurance sales experience, • Proven track record of meeting sales targets, • Strong understanding of P&C insurance products, • Excellent communication and interpersonal skills, • Commercial lines insurance experience, • Life and Health insurance, • Additional insurance certifications (CPCU, CIC), • Exceptional consultative sales approach, • Strong analytical and problem-solving skills, • Ability to build and maintain client relationships, • Proven negotiation skills, • Self-motivated with strong time management abilities, • Competitive base salary, • Uncapped commission structure, • Performance bonuses, • Health and wellness benefits, • 401(k) with company match, • Continuous professional development opportunities, • New client acquisition targets, • Retention rates, • Revenue growth, • Cross-selling success, • Location: hybrid - combination of office, home, and field sales, • Flexible working arrangements, • Modern, supportive team culture, • Opportunities for professional growth Application Process Interested candidates should submit: • Detailed resume, • Professional cover letter, • Sales performance history Our benefits package includes options for medical, dental, vision, prescription drug coverage, health and flexible savings accounts, 401(k), and paid time off. Over time, equity opportunities may also be discussed. Inclusion: Stable Rock is an equal opportunity employer, and we value diversity at our firm. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage candidates from all backgrounds to apply and are committed to building a team that reflects many different perspectives and experiences. Applicants in need of special assistance or accommodation during the interview process or in accessing our website may contact us. We will treat your request as confidentially as possible. In your email, please include your name and preferred method of contact, and we will respond as soon as possible. Application Process: Submit a resume, cover letter, and professional references to Job Posted by ApplicantPro

Job DescriptionSalary: 110,000-125,000 Our Investment Operations Specialist will play a critical role supporting one of our top financial advisor teams and providing highquality advisory services to clients. Working closely with an NMIS Financial Advisor and the Home Office, you will help prospect, prepare, maintain, and service Signature Portfolio advisory accounts. AFAs are trusted contributors who must be licensed, qualified, and accountable particularly because they support work that directly impacts client relationships and regulatory compliance. Your Day in the Life Support • Manage case notes, client correspondence, and client case files; file performance reports, account forms, and other advisory documentation., • Maintain the financial representatives calendar, schedule client appointments, and attend followups as needed., • Respond to home office account inquiries and coordinate with internal teams., • Maintain annual review notes in Envestnet and prepare/mail annual review letters to clients., • Monitor and stock marketing and Signature Portfolio program materials., • Track industry trends and research to support advisor recommendations., • Prospect for potential advisory clients on behalf of the employing financial advisor., • Gather and prepare information for advisor meetings with clients and prospects., • Prepare advisory annual review materials and planning analyses., • Draft and modify investment/advisory proposals, letters of instruction, investment policy statements, needsbased analyses, and financial plans., • Prepare and process all paperwork required to open and maintain investment/advisory accounts., • Monitor funding and asset transfers to ensure the selected asset allocation is implemented., • Identify when switch letters are required and mail appropriate forms to clients., • Discuss potential rollover opportunities from other retirement plans for variable and mutual funds and coordinate next steps., • Receive and forward checks and related paperwork to Investment Operations., • Process proposal amendments and monitor Envestnet for alerts and upcoming annual reviews., • Participate in factfinding meetings and conduct existing advisory client reviews., • Complete risk tolerance (personal profile) questionnaires with clients., • Recommend and modify proposals and advisory accounts based on client reviews., • Correspond with clients to resolve advisoryrelated service issues and provide technical explanations of investment plans., • Contact clients on behalf of the financial advisor to develop advisory plans and explain advisory products or performance., • Accept redemptions/withdrawals and communicate client instructions to the home office., • Discuss tax consequences, costs, and advisory fees with clients as appropriate., • Maintain a daily tickler system for followups and service requirements., • Support onboarding and ongoing training requirements for advisory programs., • Help prepare and deliver marketing materials and presentations when needed., • Maintain strict confidentiality and professional conduct at all times., • Associate Financial Advisor contract required., • Series 6 (or Series 7 for certain products) and Series 63 required., • Health and Life license required or must be obtained within six months of employment., • Must hold one of the following insurance designations: CLU, ChFC, CLTC, or CFP., • One to two years of securities experience required; industry experience with investment advice preferred., • Completion of home office Signature advisory training required., • Financial services or insurance industry experience preferred., • Proficiency with Microsoft Office applications and data entry/information retrieval software., • Excellent oral and written communication skills, active listening, and the ability to explain complex ideas clearly., • Strong attention to detail and ability to deliver work with a high degree of accuracy., • Ability to manage multiple projects and assignments in a timely and organized manner., • Demonstrated ability to build and maintain effective client relationships., • Ability to work independently and collaboratively as part of a team.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Dental insurance, • Employee discounts, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development, • Tuition assistance, • Vision insurance Optimatum Solutions is seeking a Business Development Associate - Private Equity - M &A who thrives in an entrepreneurial environment and is eager to make a tangible impact. This role offers a unique opportunity for individuals who have previously worked within highly matrixed organizations and step into a dynamic, growing company where your contributions directly shape outcomes. Were looking for a driven professional ready to take ownership in a role that blends sales support with hands-on marketing execution. In this position, youll have the autonomy to shape how we grow revenue by: Owning CRM data integrity to ensure accurate pipelines, reporting, and client tracking Managing client relationships and expansion efforts with a proactive, independent approach Executing marketing campaigns across social media and email, bringing creative ideas to life and measuring their impact Designing and refining sales materials that directly influence client engagement and deal success This is an in-person role designed for someone who thrives in environments where initiative is valued and independence is encouraged. With flexibility to expand responsibilities based on your availability and business needs, youll have the chance to make a visible impact while growing your career. If youre ready to leverage your experience in a setting where agility, creativity, and impact matterand where your work will be seen and feltthis is the role for you. Our Story Optimatum is a leading vendor management firm, delivering savings for the HR supply chain since 2007. We are the first company in the market to bring best practices in vendor management to HR Supply Chain operations: Employer-Sponsored Healthcare, Retirement, HR Systems, and M&A/Transitional Services. Our turnkey solutions improve the financial and operational performance of health care plans for our clients located nationwide through our unique multidisciplinary approach, which includes forensic analysis and the maintenance of existing vendor relationships, while at the same time increasing HR vendor transparency and accountability. Were a high-performing, entrepreneurial organization built on a foundation of client focus and innovation. Our culture celebrates individuality, inclusion, and collaborative growth. At Optimatum, youll find an environment that encourages continuous learning and personal developmentwithout the constraints of corporate bureaucracy. Every team member plays a meaningful role in driving our success and is recognized for their unique strengths and contributions. The Opportunity The Business Development Associate will support the growth initiatives of the organization by providing strategic sales support, client development coordination, and operational execution across the full business development lifecycle. Key Responsibilities Business Development & Sales Support • Working with leadership on coordinating business development activities; including pipeline tracking, opportunity management, and CRM updates., • Support the organization in preparing pitch materials, proposals, capability decks, and engagement summaries tailored to private equity clients., • Conduct background research on target PE firms, portfolio companies, industry trends, and deal activity to support pursuit strategy., • Maintain and update sales collateral, case studies, and thought leadership relevant to private equity value creation, due diligence, and portfolio optimization.Client Development & Relationship Management, • Coordinate outreach campaigns, client touchpoints, and followup activities with PE firms, operating partners, and portfolio company executives., • Track client engagement metrics and prepare reports for leadership on relationship health, crosssell opportunities, and market penetration., • Support planning and execution of marketing events including: roundtables, webinars, and conferences. Operational Support • Maintain accurate tracking of activities and action items for the leadership team., • Assist with scheduling and logistics for meetings and marketing initiatives., • Ensure compliance with firm policies, risk management procedures, and brand standards.Required Qualifications, • 24 years of experience in business development, client development, sales support, or marketing within a professional services, consulting, financial services, or private equity environment., • Direct experience supporting teams that work with private equity firms or portfolio companies is required., • Strong understanding of private equity and M & A deal cycles, value creation levers, and the consulting services typically provided to PE clients., • Exceptional organizational skills with the ability to manage multiple priorities and deadlines., • Strong written and verbal communication skills, with experience preparing clientfacing materials., • Proficiency with CRM platforms and Microsoft Office SuitePreferred Qualifications, • Experience in Professional Services Organization, • Familiarity with transaction advisory services, commercial due diligence, or PE value creation consulting., • Ability to synthesize market intelligence and translate it into actionable insights for BD strategy., • Experience supporting seniorlevel stakeholders in a matrixed organization.Key Competencies, • Detailoriented with strong project management skills, • Proactive, resourceful, and able to anticipate team needs, • Strong business acumen and understanding of PE industry dynamics, • Collaborative mindset with the ability to work across service lines, • High level of professionalism and clientservice orientationWe offer a competitive compensation and generous employee benefits package that includes: Salary and bonus Comprehensive Healthcare Coverage Medical, Dental, Vision, Life Insurance, STD & LTD 401(k) with company match Flexible time off policy including vacation, personal days and holidays Join the Optimatum Team, bring your talent, and work in our New York City office located in Midtown, NYC. ** The expected annual salary ranges from $75,000-$120,000. Salary offers are based on a wide range of factors including, but not limited to, relevant skills, training, experience, education, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered.

Job Description Title: Tax Director/Partner, International Tax Department: International Tax Group Supervises: Senior Managers and below Staff Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: Anchin is seeking a highly skilled and experienced International Tax Director/Partner to work in the International Tax Group. This role focuses on managing complex inbound tax matters, providing strategic guidance to multinational organizations and individuals, and ensuring compliance with US and international tax laws. Tax compliance experience is a strong plus, as the position requires both technical expertise and practical application of tax rules to support our clients effectively. RESPONSIBILITIES: • Develop and implement effective tax strategies for foreign entities with U.S. operations and with individuals., • Provide guidance on structuring inbound investments, cross-border transactions, and tax-efficient supply chains., • Advise on tax treaties, withholding taxes, and permanent establishment issues., • Oversee U.S. federal and state tax compliance for inbound entities and individuals., • Ensure accurate and timely preparation of Forms 1120-F, 5472, and related international forms., • Coordinate with internal and external teams to manage reporting requirements under FATCA and CRS., • Assess tax risks and opportunities associated with inbound investments and expansions., • Provide recommendations to minimize tax liabilities while maintaining compliance., • Stay updated on changes in U.S. and international tax laws to advise clients on potential impacts., • Build and maintain strong client relationships, acting as a trusted advisor., • Lead discussions with foreign clients on their U.S. tax obligations and planning strategies., • Collaborate with global teams to provide seamless tax solutions., • Lead and mentor a team of tax professionals, fostering growth and expertise in inbound international tax matters., • Act as a subject matter expert to rest of Anchin's tax department on all international tax related issues., • Lead marketing and networking efforts to attract new clients and expand existing relationships., • Represent the firm at industry events and conferences., • Manage risk exposure through thorough review and documentation of tax positions., • Maintain confidentiality and handle sensitive client matters with discretion., • Provide training and resources to enhance the team's technical capabilities. Education: • Bachelor's degree in Accounting, Finance, or a related field., • 10+ years of experience in international tax, with a focus on inbound tax matters., • Strong knowledge of U.S. international tax laws., • Experience with tax compliance and reporting for inbound entities and individuals. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job DescriptionSummary Our health and human services agency client in Nutley, NJ, is seeking a Director of Outpatient Behavioral Health Services. This pivotal role will be vital in providing oversight of their mental health and substance use disorder outpatient program. This role ensures the agency's mission, values, and treatment philosophy are integrated into daily operations, with a focus on staffing, client care, compliance, and financial management. This position requires an LCSW, an LCADC, and previous supervisory experience. They will not be responsible for carrying a client load. The target salary range for this position is around $105,000. The position is expected to be in the office Monday through Friday. About the role What this position will focus on: Managing their services This person will oversee the agency's daily operations for its mental health and substance use disorder services. This person will oversee all aspects of the group, including both clinical and business matters. This will encompass all aspects of revenue, budgeting, hiring, and personnel management. Building a practice This position will further develop the organization's behavioral health practice and build on what is already in place. This includes recruiting additional referral sources and clients. This person will also have the opportunity to expand into other counseling services. Being the clinical supervisor This position will manage clients' clinical treatment and ensure operational compliance with state and federal regulations. This includes auditing documentation, intake and termination processes, and treatment planning. Critical parts of the job • Provides oversight of the program staff to ensure successful program delivery across outpatient mental health and substance use disorder services., • Provides full administrative oversight of outpatient behavioral health services, including planning, directing, and managing program operations such as staffing, fiscal management, reporting, and service delivery., • Oversees and manages clinical treatment, including documentation, compliance, and operational flow of clinical services. This includes oversight of intake operations, assessment, service planning, and termination processes, as well as coordination of care with internal and external programs to ensure continuity., • Ensures that all mental health and substance use services are evidence-based and aligned with recognized treatment principles and best practices, including treatment of co-occurring disorders., • Assures the integration of the mission, values, and treatment philosophy of the agency into daily operations., • Ensures agency compliance with all Federal, State, County, and City regulations, including NJ DHS/DMHAS requirements, program requirements, and accreditation standards., • Oversees facility operations to ensure compliance with safety, building, fire, and regulatory requirements., • Assists with any accreditation process., • Leads Outpatient quality assurance measures and oversees a comprehensive quality assurance and performance improvement program. Participates in the identification of quality care indicators, outcome objectives, and the collection and review of data to monitor clinical staff and program performance., • Participates in the Org PQI Team, Risk Management Team, and Client Advisory Board., • Ensures development, implementation, and enforcement of clinical policies & procedures to meet regulatory standards, including those specific to substance use disorder treatment services., • Ability to write and assist with developing new policy and procedures when needed., • Ability to assist with curriculum creation and implementation., • Ensures substance use disorder counseling services are delivered in accordance with NJAC 10:161B standards, including program structure, service delivery, documentation, and clinical supervision requirements., • Monitors program outcomes, including utilization of NJSAMS data where applicable, and implements improvements based on findings., • Ensures services address priority populations and support timely access to care or appropriate referral., • Ensure clinical staff complete necessary paperwork, adhere to established supervision requirements, and maintain proper documentation for recordkeeping., • Ensures that assessment, diagnosis, and treatment are provided by appropriately trained and qualified staff, and that clinical supervision is provided in accordance with regulatory standards., • Directly supervises the Assistant Director, clinical staff, and interns., • Oversees hiring processes, including credential verification, background checks, and staff qualifications. Ensures staff licensure and credentialing compliance., • Provides clinical orientation training to new clinical staff and supports ongoing staff development, education, and training., • Carries a small clinical caseload (if needed)., • Responsible for planning and budgeting for the provision of mental health and substance use counseling services., • Participate in Billing Team meetings and assist the Executive Director and the Business Operations Manager in conducting utilization reviews with the Billing Department to coordinate clinical and billing issues and support revenue cycle integrity., • Establishes and maintains relationships with community providers, referral sources, and stakeholders., • Assists the Executive Director with community outreach, partnership development, and new client acquisition., • Additional responsibilities as assigned by the Executive Director or as needed by the organization.Skills, Education & Abilities The Must-Haves • A self-motivated thinker and doer who can work independently and with a team., • Relentless attention to detail., • A curious and inquisitive mental health clinical supervisor who can understand and navigate a constantly evolving and dynamic environment., • A thoughtful and talented communicator willing to assist management, employees, and community members in navigating the complexity of the everyday clinical operations of the organization., • Ability to juggle a few competing priorities and be flexible to changing goals and demands on your time.Qualifications, • An LCSW and an LCADC are required., • A Clinical Supervisor Certification is required. An SIFI certification is a plus., • Minimum of 2 years post-licensure supervisory/management experience in a substance use disorder treatment setting., • Minimum of 5 years of experience in mental health and/or substance use treatment, including co-occurring disorders., • Demonstrated experience overseeing or managing substance use disorder programs required., • Required experience with NJSAMS reporting systems and ASAM placement criteria., • Experience with program development, budgeting, and billing required., • Strong knowledge of NJ regulatory requirements, including DHS/DMHAS standards., • Understanding of the organization’s mission and culture and the ability to maintain appropriate boundaries with staff and clients in all circumstances., • Program development, evaluation, solid organizational skills, and public speaking., • Strong written and oral communication skills., • Commitment to maintain confidentiality., • Awareness and sensitivity to the cultures represented by the organization., • Good interpersonal skills, ability to relate and work well with people from a variety of socioeconomic and cultural groups., • Excellent organizational skills to handle multiple priorities while remaining professional and calm., • Ability to organize and prioritize both their tasks and their staff., • Ability to be accurate, even at a fast pace and high-volume level of work, • Ability to work independently and be self-directed and flexible., • Ability to perform functions with minimal supervision. The Nice to Haves, • Ability to write and assist with developing new policy and procedures, • Ability to assist with curriculum creation and implementation., • Proficiency in computer skills, especially using agency electronic health records, Outlook, Word, Excel, and customized databases. They have been a steadfast force in community outreach for over 100 years and are now focused on mental health counseling, social service programs, and community outreach initiatives to individuals and families in Northern New Jersey. Converge HR Solutions and our clients provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Powered by JazzHR Vq9h4lG4oI

Job Description Position Title: AV & Telecommunications Technician Location: Onsite – Manhattan (SDNY) & Brooklyn (EDNY), New York Employment Type: Full-Time, Exempt Salary Range: $80,711 – $109,990 Work Schedule: Monday–Friday, 8:00 AM – 5:00 PM (on-call support required) Clearance Requirement: Ability to obtain and maintain a Public Trust (NACI Background Investigation) Citizenship Requirement: U.S. Citizenship required Position Overview Corinth is seeking an experienced AV & Telecommunications Technician to serve as the primary technical authority supporting audiovisual systems, courtroom technology, telecommunications, and video conferencing operations for two locations in Manhattan and Brooklyn. This role operates with a high degree of autonomy and requires strong professional judgment to diagnose complex technical issues, develop solutions independently, and execute corrective actions that directly support federal legal proceedings and law enforcement operations. The ideal candidate is a hands-on technical expert who is adaptable, calm under pressure, and comfortable serving as the on-site decision-maker in mission-critical environments. Required Qualifications • Minimum five (5) years of experience supporting video conferencing platforms and audiovisual systems, • Minimum five (5) years of carrier-level telecommunications experience, including PRI circuits and POTS lines, • Strong experience with AV, VoIP, and telephony systems in enterprise or government environments, • Demonstrated ability to troubleshoot and resolve complex issues independently Audiovisual & Conferencing • Audio-visual equipment setup and operation, • Microphone systems (wired/wireless, gain, echo, feedback control), • Projectors, displays, and signal configuration (EDID/HDCP), • Press conference streaming and recording, • VoIP and eVoIP system administration, • PRI circuit and POTS line troubleshooting, • Phone system provisioning and administration, • TCP/IP networking fundamentals, • DHCP vs. static IP configuration, • VLAN, PoE, and QoS concepts, • Ethernet termination, cable testing, and certification, • Strong written and verbal communication, • Ability to support users at all technical levels, • Public speaking and user training experience Courtroom and Trial Support • Independently assess and configure courtroom technology for trials and hearings — including video projectors, flat-screen monitors, televisions, and laptops — making real-time technical decisions on layout, signal routing, and system compatibility with no supervisory input required., • Conduct pre-proceeding technology readiness evaluations for trial rooms and courtrooms, applying professional judgment to identify system risks, determine remediation actions, and independently clear or escalate issues before proceedings begin — decisions with direct consequence if made incorrectly., • Serve as the primary technical liaison and on-site decision-maker between each district and the respective courthouse technicians, independently evaluating, prioritizing, and directing remediation of AV and infrastructure issues affecting SDNY and EDNY courthouse equipment. Audiovisual Systems • Exercise full technical authority in configuring and operating all AV equipment for press conferences, including audio, video, recording, and live streaming, independently determining setup parameters, signal chain configurations, and contingency responses during live events where system failure is not an option., • Apply advanced acoustic knowledge to independently diagnose and resolve microphone system issues (wired and wireless), including gain adjustment, echo reduction, and feedback control, making real-time tuning decisions during active proceedings where no delay for consultation is feasible., • Independently evaluate, maintain, and restore projectors, displays, and conference room AV environments, applying expert judgment on EDID/HDCP compliance, signal integrity, and failure root cause, and determine the appropriate corrective action without awaiting supervisory direction., • Configure, optimize, and troubleshoot conference room video platforms including Microsoft Teams, Zoom, and Webex independently selecting and adjusting platform settings, network parameters, and hardware integrations to ensure seamless operation for government proceedings. Telephony, VoIP, and Carrier Coordination • Exercise independent judgment in managing all telephone system operations, including diagnosing failures, executing in-house repairs, and making the autonomous determination of when an issue requires escalation through EOUSA-designated systems versus resolution at the technician level., • Independently program and configure phone systems for incoming staff and deactivate accounts for departing personnel, applying technical judgment to ensure continuity of communications and compliance with security protocols without requiring step-by-step direction., • Maintain and optimize current eVoIP systems while independently evaluating migration sequencing, compatibility risks, and cutover timing for transitions to new telephony platforms in coordination with IT staff, providing technical recommendations that directly shape implementation decisions., • Independently manage relationships with telephony carriers to maintain and restore T1 and PRI circuits in EDNY and SDNY computer rooms, including analyzing carrier bills for billing errors, identifying discrepancies, and directing corrections without requiring supervisory involvement in the technical assessment., • Provide backup coverage for incoming calls on the main office line, exercising judgment to triage, route, and resolve caller needs in a manner consistent with the professional standards of a federal law enforcement environment. Networking and Cabling • Independently assess cabling requirements, design and install new data cabling infrastructure, and diagnose cabling-related network outages, applying technical judgment to determine appropriate cable routing, termination methods, and testing standards without requiring prescriptive direction., • Perform Ethernet terminations and independently execute cable testing and certification, determining pass/fail disposition and identifying corrective actions based on professional interpretation of test results., • Apply advanced knowledge of TCP/IP, DHCP vs. static IP addressing, VLAN design concepts, and PoE/QoS configurations to independently diagnose network-layer issues affecting AV and telephony systems and implement solutions with an understanding of downstream operational impact. Help Desk and IT Support • Serve as a Tier II/III technical resource for multiple site end-user technology issues, independently triaging requests, determining resolution priority based on mission impact, and resolving complex problems that exceed first-line support capability., • Independently plan, configure, and manage video conferences for district employees, assessing platform requirements, network conditions, and participant needs, and serve as the technical decision-maker during live sessions to resolve issues in real time without disrupting proceedings., • Develop and maintain a structured labeling and organizational system for AV, server, and VoIP equipment, independently determining taxonomy, asset tracking methodology, and documentation standards to support efficient identification, troubleshooting, and lifecycle management., • Lead and execute special projects including PC refresh, network refresh, and VoIP phone system refresh initiatives, independently assessing scope, sequencing tasks to minimize service disruption, and making implementation decisions that reflect both technical best practices and operational realities of a live federal environment. Training and User Support • Independently design and deliver training programs for new telephone system users, assessing learner needs, developing instructional content, and adapting delivery approach based on the technical proficiency of the audience, without requiring a pre-established curriculum., • Deliver live demonstrations of desktop device features and telephony toolbar functionality, independently determining the scope, sequence, and depth of content based on the operational needs and technical baseline of each user group., • Develop and present new feature and functionality briefings to groups of up to 50 personnel, independently determining appropriate technical depth, anticipating user questions, and communicating complex system changes in operationally relevant terms., • Independently assess equipment condition and failure risk, make replacement decisions, and manage spare inventory levels, applying professional judgment to balance cost, availability, and operational continuity to minimize end-user downtime in a mission-critical environment. Independent Judgment and Decision-Making Authority • Determine the appropriate technical response to system failures during active legal proceedings when supervisory guidance is unavailable and delay is operationally unacceptable, a judgment call made independently and in real time., • Evaluate multiple technically viable solutions and select or recommend the option that best balances performance, cost, schedule, and mission risk, a determination that is final for all standard-scope decisions within this role., • Assess whether a new or changed requirement falls within existing contract scope or warrants a formal change request, and communicate that determination to program management with supporting technical rationale., • Identify systemic issues through analysis of failure patterns and maintenance history and independently propose process or configuration changes to address root causes, exercising the same analytical and advisory function expected of a technical expert, not a task-level worker. Why Join Us • Support high-impact federal missions where your expertise directly affects outcomes, • Work autonomously as a trusted technical expert, • Engage in diverse, hands-on technical work across AV, telecom, and IT domains Corinth offers a comprehensive benefits package to support employees’ health, wellbeing, and financial security. Benefits for eligible employees include multiple medical plan options, dental and vision coverage, health savings and flexible spending accounts, employer-sponsored life and disability insurance, and access to wellness and health advocacy resources. Employees are also eligible to participate in a 401(k) retirement savings plan with company match and immediate vesting. Paid time off benefits include paid holidays, paid time off (PTO), sick leave, paid volunteer time, parental leave, and other leave programs. All employees have access to an Employee Assistance Program (EAP) offering confidential counseling and support services. Professional development and training opportunities are also provided. Corinth is an Equal Opportunity Employer. We are committed to a workplace free from discrimination and harassment in accordance with all applicable laws.

Job Description Quant Developer/Market Maker The Company - Our client is a small trading shop, whose founders have an extremely successful track records in all prior ventures in high Frequency trading. The core consists of small group of educated PhD scientists who came together to build trading models in multiple asset classes over the last decade. They were first challenged to finding non-random behavior in data sets as they tackled the FX market with new algorithmic trading and quickly separated themselves from everyone else in the market. That company was bought by a world leader in capital markets, and they moved into equities, and were successful as a prop trading shop for over 6 years, and was eventually bought as well. They are now onto their next venture they are looking to tackle the cryptocurrency market. As a trusted asset to every large financial trading desk through the years, institutions have expressed great interest in trading with them, and the firm provides crypto asset execution, trading, and advisory services to institutional clients, as well as making markets on various exchanges, as well as providing customized algorithms to split up trades. They are looking for a Quant Developer (Quant/Market maker) to join this team, and head up building the market making product. This person does not need crypto experience, but needs to understand the technical backbone of market making systems, market microstructure and the technical needs for setting up and monitoring strategies. All systems are built from scratch and brand new. The competitive advantage is the model and brilliant combination of quantitative minds. They build their systems to be smarter, highly risk averse, rigorously tested and with a strict scientific approach to modeling. The Role – Starting as an Senior Quant Developer/Market Maker you will get a chance to get in on the ground floor in a low key environment and let data drive your decisions. This opportunity is for a top notch engineer with strong quantitative skills, to take a pragmatic approach and enjoy the flexibility of building something, in an environment where there is no red tape, or barriers to your creativity. It is a great opportunity for a Quant who wants to leverage technical/math skills to learn more about, and get into trading. Ideas for strategies are encouraged, and team will help you test and implement them. This is an opportunity for you to work with elite minds as well as trade ideas, grow in knowledge and gain exponential earnings potential. The overall climate is for everyone to make money and go home satisfied. Flexible hours and telecommuting is offered. Qualifications ¬ Experience working with high performance trading systems, specifically market making systems. ¬ FX is preferred over equity, because it translates better to the crypto-market. ¬ Strong Java/C# Programming ¬ Ability to develop systematic models from a mathematical approach ¬ Strong Math/Quantitative Skills and experience with Large Data Sets ¬ Top Tier Education – Masters or PhD (Math, Science, Computer Science, Engineering, Computational Finance) Skills and abilities you will be finely rewarded, compensation greatly depends on experience, equity and salary will be based on value.

Job Description Title Cultivation Advisor Location U.S. Remote with Regular Travel Department Commercial Cultivation Advisory Reports To Director of Cultivation Science Job Type Full-Time | Exempt /Salary ABOUT HYDROBUILDER HOLDINGS Hydrobuilder Holdings partners with cultivators across the Controlled Environment Agriculture (CEA) spectrum — from large commercial facilities to independent and emerging growers. Our mission is to help growers improve yield, reduce operating costs and increase profitability by combining curated products, logistics, advisory expertise and integrated technology into one aligned ecosystem. Elevated, our commercial division, is a tech-enabled service platform for CEA operations. Through dedicated Account Executives, Cultivation Advisors, proprietary brands and AI-driven crop optimization tools, Elevated supports professional growers from facility build-out through harvest optimization. Hydrobuilder.com, “The Growers Marketplace,” serves smaller and mid-sized growers with a robust digital platform offering curated products, education and an expanding B2B portal experience. At the core of our innovation is our integrated AgTech program, applying AI, sensor data and lab analytics to deliver actionable insights that improve consistency, efficiency and margins across the cultivation lifecycle. . OVERVIEW OF POSITION The Cultivation Advisor (CA) is an advanced field-based technical authority responsible for optimizing plant health, yield consistency, operational stability, and cost efficiency within licensed commercial cultivation facilities. Building upon the Systems Technician foundation, the CA is authorized to independently execute all field data collection and documentation responsibilities, interpret collected data, and deliver structured cultivation recommendations within Elevated's AgTech Program framework. The CA functions as an embedded agronomic partner — prioritizing service integrity, data continuity, and repeatable optimization processes over transactional engagement. All recommendations must be grounded in documented data, traceable within reporting systems, and aligned with ongoing optimization cycles. KEY RESPONSIBILITIES Advanced Facility Diagnostics • Execute all Systems Technician field responsibilities including plant tissue, water, runoff, nutrient, and pathogen sampling; equipment diagnostics and system validation; environmental measurements and data capture; and facility documentation and asset tracking, • Evaluate VPD, temperature, humidity, and airflow distribution across facility zones, • Identify microclimate inconsistencies and their impact on crop performance, • Assess lighting uniformity, PPFD mapping, and DLI alignment by growth stage, • Assess source water quality across RO, municipal, and well sources, • Review nutrient solution chemistry and mixing accuracy against target parameters, • Validate fertigation system configuration, programming, and delivery timing, • Conduct EC and pH sampling across media types and growth stages, • Perform dry-back and hydration pattern analysis to assess irrigation strategy alignment, • Identify root-zone stress indicators including salt buildup and oxygen limitation, • Utilize testing data to identify macro and micronutrient deficiencies or toxicities, • Detect early indicators of pest or pathogen pressure before escalation, • Evaluate crop steering alignment across vegetative and flowering stages, • Evaluate sanitation protocols and identify workflow-level contamination risks, • Review spray schedules and biological control programs for efficacy and compliance, • Identify recurring pest pressure patterns and root causes, • Document lighting systems, environmental controls, fertigation systems, and facility infrastructure, • Record serial numbers, asset identifiers, system modifications, and upgrades, • Interpret plant tissue, water, runoff, nutrient, and pathogen lab reports, • Identify recurring patterns, systemic inefficiencies, and structural versus anomalous issues, • Correlate environmental, irrigation, and nutrient data to measurable performance outcomes, • Design corrective and preventative cultivation strategies grounded in documented data, • Produce a written Cultivation Health Report following each scheduled facility visit, • Summarize environmental, irrigation, and plant health findings with documented risks and priority corrective actions, • Outline measurable next steps, follow-up timelines, and historical performance trends, • Recommend appropriate service tier within the Grow Optimization Program based on facility diagnostics, • Convert goodwill assessments into recurring testing or field service plans, • Identify trigger-based optimization tracks spanning plant health, irrigation, and IPM, • Reinforce structured subscription engagement over ad-hoc advisory interactions, • Align field findings with lab interpretation and communicate risks or escalation needs across departments, • Support coordinated account strategy and ensure data consistency across all functional touchpoints, • Maintain strict biosecurity and facility etiquette standards across all client sites, • Operate within defined advisory scope; avoid unsupported or undocumented recommendations, • Ensure all guidance is documented, traceable, and communicated professionally in regulated environments, • Protect customer trust through disciplined, data-driven advisory practiceKEY PERFORMANCE INDICATORS (KPIS), • Cultivation Health Report submission within 48 hours of facility visit: ≥ 95%, • Recommendation accuracy and data traceability: 100% of advisory outputs documented in CRM, • Reduction in recurring environmental or plant health issues across assigned accounts: measurable improvement within 90-day optimization cycles, • Structured testing cadence adoption rate: ≥ 90% of active accounts on recurring program track, • Program subscription retention across assigned client base: ≥ 90%, • Documentation completeness and accuracy rate: ≥ 98%, • Safety incident rate: 0 preventable incidentsKEY CHALLENGES, • Translating complex, multi-variable diagnostic data into clear, actionable cultivation strategies while maintaining full documentation discipline and traceability, • Balancing independent advisory authority with the requirement that all recommendations remain grounded in documented data and aligned with Elevated's program framework, • Managing a geographically distributed client portfolio with consistent visit cadence, reporting quality, and biosecurity compliance across diverse facility types and operational maturity levels, • Navigating client relationships in regulated commercial environments where trust, professionalism, and scope discipline are critical to service retention, • Distinguishing recurring systemic issues from isolated anomalies when correlating environmental, irrigation, and lab data across multiple concurrent accountsJOB KNOWLEDGE, SKILLS & EXPERIENCE, • Demonstrated experience in commercial cannabis or controlled environment agriculture required, • Advanced knowledge of plant nutrition, irrigation strategy, crop steering, and environmental control systems, • Experience interpreting lab data — including tissue, water, runoff, and pathogen reports — and translating findings into structured cultivation strategy, • Familiarity with AgTech sensor platforms, fertigation systems, and facility-level diagnostics, • Strong written communication skills; ability to produce clear, professional Cultivation Health Reports, • Experience with CRM systems and digital reporting platforms, • Ability to operate independently and with sound judgment in regulated commercial environments, • Valid driver's license and willingness to travel regularly across assigned service territory, • Ability to lift up to 50 lbs; comfortable working in humid, high-light, active production environmentsCOMPENSATION, • Base Salary: Starting at $75,000 annually, commensurate with experience, • Performance-based incentives, • Company vehicle provided, • Gas reimbursement, • Cell phone stipendBENEFITS, • Comprehensive health, dental, and vision insurance, • 401(k) plan with company match, • Paid time off and holidays, • Professional development and training opportunities, • Flexible work schedule and remote work options In addition to the responsibilities listed above, the employee may be asked to perform other duties as assigned by management.

A leading global financial institution is seeking an experienced AML Compliance Specialist to support the Securities business within the U. In this role, you will be responsible for providing advisory services on AML and sanctions risk, analyzing compliance findings, and developing effective trainin

Job Description Chief Executive Officer (CEO) Company: Leading Edge Administrators (LEA) Location: New York, NY or Tampa, FL — regular travel to clients and operations Reports to: Board of Directors Company Overview About Leading Edge Administrators: Leading Edge Administrators (LEA) is a forward-thinking Third-Party Administrator (TPA) dedicated to transforming healthcare benefits administration through technology, innovation, and service excellence. LEA partners with employers, brokers, and healthcare providers to deliver fully integrated administrative solutions. The company currently serves over 100 self-insured entities, representing nearly 300,000 insured lives across a wide range of areas, including labor unions, educational institutions, manufacturing companies, retail stores, and home health care agencies. LEA operates with a total US employee size of approximately 225 people, and is growing, in addition to contract and offshore teams. LEA combines deep industry expertise with modern digital tools, advanced analytics, and a commitment to transparency. LEA empowers clients to manage costs, improve outcomes, and deliver a better benefits experience for all stakeholders. LEA has grown rapidly over its 12-year history and now stands at an inflection point: professionalize operations, broaden and diversify the customer base, and scale with discipline—while preserving the entrepreneurial, employee-centric culture that has set LEA apart and powered its success. Position Summary The CEO is accountable for enterprise strategy, growth, operational excellence, culture, and value creation. This leader will take LEA from a founder-led model to a professionally run, metric-driven enterprise—reducing customer concentration, elevating execution across technology, operations, sales, and the back office, and building a durable, employee-centric organization. Key Responsibilities Strategy & Growth • Define and communicate a multi-year strategy that positions LEA as a modern, trusted TPA partner., • Develop and execute a diversification plan that reduces customer concentration and expands channels with employers, brokers, and health plans., • Own the commercial agenda: market segmentation, pipeline health, pricing discipline, win rates, and profitable growth., • Install an operating cadence (MBRs/QBRs), KPIs, and dashboards that drive accountability, transparency, and timely course-correction., • Professionalize core functions (claims/admin operations, client service, implementations, finance, HR, legal/compliance)., • Ensure technology, data, security, and compliance investments deliver reliability, interoperability, and superior client/member experience., • Recruit, develop, and retain a high-performing, cross-functional leadership team; put the right people in the right roles with clear accountability., • Maintain and strengthen LEA’s employee-centric culture—a differentiator that has set LEA apart—while scaling discipline and performance., • Foster a culture of ownership, empathy, collaboration, and continuous improvement with clear goals and consequences., • Deliver plan commitments for revenue, EBITDA, cash, and working capital; manage pricing and unit economics., • Strengthen controls, vendor governance, and audit readiness (HIPAA/SOC); ensure ethical, compliant operations. Required Experience • Proven record scaling an entrepreneurial services/technology business into a professional, metrics-driven enterprise., • Success diversifying revenue and channels within healthcare/insurance services, benefits administration, or adjacent payer/TPA ecosystems., • Depth in operational excellence: implementing operating cadences, dashboards, KPI management, and lean/CI programs., • Direct leadership of a cross-functional executive team (technology, operations, commercial, finance, HR) with tangible talent upgrades., • Builder-operator who balances strategic vision with hands-on execution., • Empathetic, transparent communicator who creates followership through clarity, consistency, and credibility., • Customer-centric mindset and executive presence with employer, broker, and plan stakeholders., • 15+ years of progressive leadership; prior CEO/President/GM (P&L) experience strongly preferred., • Healthcare/insurance services background required; TPA/benefits administration experience strongly preferred., • Demonstrated success reducing customer concentration and broadening distribution., • Familiarity with HIPAA/SOC governance and the intersection of technology, data, and operations in a TPA., • Diversification: Reduced customer concentration; new multi-year client wins across targeted segments., • Operating Discipline: KPI dashboard and MBR/QBR cadence in place; SLA adherence; incident and rework reduction., • Financial Outcomes: Delivery vs. plan on revenue, EBITDA margin expansion, cash conversion., • Talent: Upgraded leadership bench and clear org design with succession for critical roles. Competitive package comprising base salary, performance-based bonus, and a long-term incentive/equity component aligned to value creation. Equal Opportunity LEA is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. About TriSearch TriSearch is an award-winning, full-service talent acquisition firm specializing in customized partnership models for growing organizations. With expertise across executive search, professional recruitment, and strategic talent advisory, TriSearch partners with clients to deliver scalable, high-impact solutions. Our hybrid retained model combines the rigor of retained search with the speed and flexibility of contingent recruitment — ensuring quality, efficiency, and value in every engagement.

Job DescriptionIndustry leader? Well, how about an industry creator?! At WalkMe, now an SAP company, we’re not just the leader in digital adoption, we started the digital adoption revolution - enabling organizations to pinpoint and resolve digital friction, regain control of their tech stack, and be better equipped to manage future change. With over 1,600 clients, including 55 Fortune 100 companies and 6 Fortune 10 companies working with us daily, we’re transforming how enterprises interact with their technology. So, if you’re an expert in your field, and looking for an opportunity to work, collaborate, and innovate with some of the most talented people out there, WalkMe is the place for you! WalkMe is looking for a Senior Integrated Marketing Programs Manager to build and scale the integrated marketing programs that engage, retain and expand our customer base. Our customers are solving some of the hardest challenges in enterprise technology; driving adoption across complex tech stacks, reducing digital friction, and making change stick. The programs you build in this role will help those customers get more value from WalkMe faster, stay engaged as their needs evolve, and discover new ways our platform can support their goals. This is a hands-on, senior level role where you'll own and execute integrated campaigns that reach existing customers at the right moments, with the right message, through the right channels. Partnering closely with Customer Success, Product Marketing, Sales, and Growth, your programs will span the full customer lifecycle, bringing rigor and creativity to campaigns that drive deeper adoption, stronger retention, and measurable expansion pipeline. What You'll Own • Own the end-to-end integrated marketing program for the customer lifecycle, setting strategy, designing multi-channel campaigns (email, digital, in-product, events, webinars, direct mail), and orchestrating execution across segments and regions., • Build and optimize always-on nurture programs, triggered campaigns, and segment-specific plays that deliver the right content at the right lifecycle moment, moving customers from initial onboarding through deep adoption and into expansion conversations., • Partner with Product Marketing to translate customer insights, product launches, and roadmap milestones into compelling, differentiated campaigns for priority personas., • Collaborate with Customer Success and Sales to align programs with renewal timelines, expansion opportunities, and at-risk account interventions., • Develop executive engagement programs (roundtables, briefings, advisory councils) that build credibility and deepen relationships with senior leaders at key customer accounts., • Own the measurement framework and establish scalable processes, playbooks, and best practices that regional and field marketing teams can leverage.What You'll Need to Succeed, • 5+ years in integrated marketing or marketing programs within B2B SaaS with a strong track record designing and executing multi-channel campaigns that target existing customers, end to end., • Deep understanding of how marketing programs support customer retention and expansion revenue in organizations with mature Sales and Customer Success teams, including experience using customer data, segmentation, and lifecycle signals to inform targeting and personalization., • Proficiency with marketing automation and CRM platforms (e.g., Pardot/Account Engagement, Salesforce, Marketo) and comfort building campaign workflows, reporting dashboards, and scoring models., • Fluency with AI and emerging marketing technologies, with a proven ability to leverage new tools to streamline program design, automate campaign orchestration, and accelerate execution and optimization., • Experience designing and running executive engagement programs (roundtables, advisory councils, briefings) that build credibility with senior decision-makers at customer accounts., • Analytics acumen with a proven ability to optimize funnel performance, report on ROI, and use experimentation to improve results., • Excellent project management and execution skills, with high attention to detail, able to execute independently and delegate tasks effectively. What Sets You Apart, • You genuinely care about helping customers realize value, not just hitting pipeline targets. You think about what’s useful to the customer first and let the business outcomes follow., • Exceptional cross-functional collaborator who can align Customer Success, Sales, Product Marketing, and Operations teams around shared campaign goals., • Strong communicator who can simplify complex value propositions and tailor messaging for different customer segments and lifecycle stages., • Thrives in a fast-paced, dynamic environment. Comfortable with ambiguity and able to prioritize ruthlessly across multiple concurrent programs.What Sets Us Apart, • At WalkMe, we are dedicated to building a workforce that reflects the diversity of our global community and clients we serve through inclusive programs and initiatives including equal pay, employee resource groups, holistic benefits and more. We are committed to fostering an inclusive culture which celebrates the unique experiences and perspectives each Team Member brings to the workplace., • Hybrid Work Arrangement: We offer a hybrid work schedule to perfectly combine the benefits of remote work and the essential connections and collaborations of onsite work., • Supportive Culture: We focus on the whole person, celebrating what makes us unique, and create space for community., • Professional Development: We encourage continuous learning and offer opportunities for career development through our career compass offering., • Stay healthy and happy with Wellness@WalkMe! Enjoy quarterly wellness reimbursements, daily BrightBreaks to recharge, and WalkMe’s annual Wellness Month every July—because your well-being matters all year long., • WalkMe provides health coverage options, where applicable, to ensure employees have access to essential medical benefits. Our offerings are designed to support the well-being and diverse needs of our global workforce., • WalkMe offers a generous annual leave policy tailored to meet regional standards, ensuring all employees enjoy sufficient time off to rest and recharge., • WalkMe offers RefreshMe Days throughout the year to further strengthen our commitment to work/life balance., • Robust Retirement Contributions: Ask HR about the specific offerings for your region!

Job Description Position Overview DataCT LLC is a Delaware limited liability company headquartered in New York, New York, formed as a single-purpose, independent, member-owned entity to serve as the Administrator of the U.S. Consolidated Tape Plan (the CT Plan). DataCT LLC is responsible for the unified administration of Tapes A, B, and C under the CT Plan, acting on behalf of CT Plan LLC under the Administrator mandate. DataCT is currently engaged under an Interim Services Agreement and is transitioning to the definitive Administrator Services Agreement with CT Plan LLC. The organization is building toward a full operating state of approximately 25 employees and is expected to be fully operational by April 2027. The Technology Operations Manager is responsible for the day-to-day technology operations, monitoring, incident response, and resilience testing of DataCT's production environment. The role is the primary DataCT-side partner to DataBP LLC (technology services provider) and the SIP Processors for environment changes, operational events, and regulatory readiness work. This is a hands-on engineering-operations role with a heavy emphasis on Reg SCI readiness, BCP/DR, change control, and access governance. The Technology Operations Manager ensures that DataCT's technology footprint operates predictably, securely, and in full compliance with the controls required of a market-infrastructure Administrator. DataCT operates under the independence, governance, and transparency framework established in the CT Plan and the Administrator RFP. All staff are expected to uphold the independence of the Administrator function, avoid actual or perceived conflicts of interest, and support the governance reporting obligations of the Operating Committee of CT Plan LLC. Core Responsibilities Production Operations and Monitoring * Oversee day-to-day technology operations, health monitoring, alerting, and performance reporting. * Coordinate operational triage with DataBP LLC, SIP Processors, and third-party technology vendors. * Maintain on-call rotations, incident-response runbooks, and post-incident review discipline. Change Management and Release Control * Administer the change advisory board, release calendars, and environment governance. * Ensure every production change is pre-authorized, tested, documented, and reversible. * Coordinate with the Operating Committee and counsel on material change notifications where required. Resilience, Reg SCI, and BCP/DR * Lead resilience testing, BCP/DR exercises, and Reg SCI-aligned testing programs. * Maintain the BCP/DR plan, runbooks, and regulatory-notification playbooks. * Partner with the Chief Information Security Officer and Head of Legal, Risk & Compliance on cyber-resilience testing and tabletop exercises. Access, Identity, and Control Governance * Own access-controls administration, segregation of duties, and periodic access reviews. * Maintain operational runbooks, technical documentation, and audit-ready evidence of control operation. * Support SOC 1, SOC 2, and Reg SCI audit work as required. Vendor and Subcontractor Coordination * Administer operational performance with DataBP LLC, SIP Processors, and other technology vendors. * Coordinate change notifications, independence certifications, and SLA reporting from operational vendors. Continuous Improvement * Identify and execute automation, observability, and operational-efficiency opportunities. * Partner with the Operational Analytics lead on operational KPI instrumentation. Key Performance Indicators * Production uptime and SLA adherence. * Incident volume, severity, and mean time to resolution. * Change success rate and change-related incident rate. * Reg SCI / BCP/DR test completeness and remediation timeliness. * Access-review completion and control-test pass rate. Qualifications * Seven or more years in technology operations within regulated financial environments. * Demonstrated familiarity with Reg SCI, SOC control frameworks, and BCP/DR programs. * Exchange, SIP, or market-data technology background strongly preferred. * Bachelor's degree in a technical discipline preferred; equivalent experience acceptable. Skills and Competencies * Incident command and operational triage under pressure. * Change-management discipline and strong documentation habits. * Vendor and SIP Processor coordination. * Clear written communication for regulators, auditors, and executive leadership. * Analytical fluency: Excel, BI, and operational observability tooling. Tools and Systems * Monitoring/observability (Datadog, Grafana, Splunk), ticketing (Jira, ServiceNow), change/release tools, identity and access management, BI (Power BI, Tableau), collaboration (Confluence, Notion, Microsoft 365). Location Requirement This position requires regular, in-person physical presence at DataCT's principal offices in New York City. DataCT's core staff, CT Plan stakeholders, SIP Processors, auditors, and principal service providers are concentrated in the New York metropolitan area, and on-site collaboration is essential to the Administrator function. Compensation and Benefits * Base Salary Range - $140,000-152,000 (commensurate with experience, qualifications, skills, education, internal equity, and market data). * Eligible for performance-based incentives consistent with the role level. * Compensation is set in accordance with the DataCT Resourcing Experience and Expertise Classification Framework. * Full benefits package including medical, dental, vision, 401(k) with employer match, life insurance, disability coverage, and paid time off. Reporting Structure Reports to: Head of Operations Equal Opportunity DataCT LLC is an Equal Opportunity Employer. DataCT is committed to building a diverse and inclusive workforce and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, and related conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, military or veteran status, marital or familial status, citizenship or immigration status, or any other characteristic protected by applicable federal, state, or local law. DataCT LLC is committed to building a diverse, accountable, and independent organization in service of the CT Plan, its Operating Committee, and the broader U.S. market-data community. The Technology Operations Manager is a key contributor to that mission. #hc230733

Job Description The P&C Core Insurance Transformation Engagement Director is responsible for leading transformation initiatives for property and casualty insurance. This role demands a visionary leader who can innovate and drive change while collaborating effectively with stakeholders across various functions. The Director will manage large-scale programs, ensuring alignment with the company's strategic objectives and operational efficiencies. The Engagement Director will also strengthen relationships with key clients, providing expert guidance and insights into industry trends and best practices. The Engagement Lead / Program Director is the accountable executive for a large-scale insurance transformation spanning multiple jurisdictions and lines of business. This leader directs program governance, financial stewardship, and value realization while orchestrating the full SDLC—from Strategy and Inception through Design, Build, Testing, Deployment, Hypercare, and Continuous Improvement. Success requires a mix of deep insurance domain knowledge, estimation mastery, scaled-agile delivery, and executive stakeholder influence across business and technology. The Engagement Lead is responsible for implementing a structured, end-to-end estimation and governance process that ensures predictability, transparency, and control across the entire program lifecycle. This begins with defining clear scope boundaries, delivery assumptions, and productivity baselines, followed by decomposing work into manageable components and applying consistent sizing standards. Estimates are validated through collaborative reviews and integrated into financial planning, translating effort into cost projections with contingency buffers. Continuous calibration occurs at key milestones to reflect actual performance, ensuring forecasts remain accurate and risks are proactively managed. All estimation outputs feed into program dashboards and Earned Value Management for full traceability. In parallel, the role establishes robust program governance through Steering Committees, Architecture and Change Advisory Boards, and Testing Councils, supported by a PMO for planning, reporting, risk management, and vendor coordination. Governance enforces RACI, RAID, OKRs, and quality gates across phases, while maintaining strict controls for scope, change management, configuration, and go-live readiness. Auditability is ensured through end-to-end traceability from requirements to business outcomes. The Engagement Lead oversees the full SDLC, including initiation and visioning, requirements and design validation, build and integration, testing and quality assurance, release and cutover, hypercare stabilization, and legacy decommissioning. Compliance with multi-jurisdictional regulations (NAIC, DOI, GLBA, HIPAA, PCI-DSS) and strong data governance practices are embedded throughout. Finally, the role drives delivery across core platforms (Guidewire, Duck Creek, Majesco) and their ecosystem integrations, ensuring alignment with enterprise architecture and operational readiness. This structured approach enables predictable delivery, financial transparency, regulatory compliance, and measurable business value, positioning the program for success from inception through optimization. A successful candidate will bring deep insurance domain expertise across both personal and small commercial lines. They will understand the full breadth of personal lines products, including Auto (BI, PD, UM/UIM, PIP, MedPay), Homeowners, Renters, Condo, Landlord, Umbrella, Boat/Marine, Valuable Personal Property, Flood (NFIP), and Earthquake coverage. They will also have hands-on knowledge of the claims value chain, from First Notice of Loss (FNOL) through coverage verification, investigation, evaluation, negotiation, settlement, salvage and subrogation, fraud detection, litigation, and recovery. In addition, they will be well-versed in policy and billing processes, including rating, underwriting, endorsements, renewals, cancellations, reinstatements, payment methods, dunning, and refunds. On the commercial side, the candidate will understand Business Owners Policy (BOP), Commercial Auto, Workers’ Compensation, General Liability, Commercial Property, Inland Marine, Cyber, and Professional Liability. They should be familiar with commercial-specific workflows, such as multi-location risks, schedules, certificates, audits, loss control, and producer/agency integration. Beyond technical and domain knowledge, the candidate will demonstrate exceptional behavioral competencies. They will think strategically and systemically, seeing interdependencies across business, technology, risk, and operations. They will exhibit executive presence and influence, simplifying complexity and driving decisions at the C-suite level. They will be outcome-oriented, anchoring delivery on measurable value and using data-driven insights to guide progress. Adaptability is key—balancing agile speed with governance rigor and thriving in ambiguity. They will navigate conflicts pragmatically, maintain resilience under pressure, and communicate with clarity and confidence. As a talent builder, they will foster high-performing, distributed teams and create an environment of psychological safety. Integrity and compliance will be non-negotiable, ensuring controls and auditability throughout. Finally, the candidate will have extensive experience leading large-scale insurance transformations, with at least 15 years in the industry and 10 years in program leadership for core platform implementations. They will have delivered programs across multi-state regulatory contexts and multi-vendor ecosystems, with hands-on experience in platforms like Guidewire, Duck Creek, or Majesco, and expertise in scaled agile (SAFe), DevSecOps, and data migration. Strong financial stewardship skills, including Earned Value Management and forecasting, are essential. A bachelor’s degree in business or technology is required; a master’s degree and certifications such as PMP, PgMP, SAFe SPC/RTE, Agile, ITIL, or cloud architecture are highly preferred. Requirements Key Responsibilities & Expectations: • Lead Enterprise Transformation – Drive large-scale P&C insurance core system modernization initiatives across personal and small commercial lines, ensuring successful design and execution aligned with strategic objectives., • Develop Strategic Plans – Create and maintain program charters, roadmaps, budgets, and release strategies, ensuring deliverables meet quality standards and business goals., • Establish Robust Governance – Implement governance structures (Steering Committee, Architecture Review Board, Change Advisory Board, Testing Council) and enforce RACI, RAID, OKRs, and quality gates across all phases., • Implement Structured Estimation & Financial Control – Apply an end-to-end estimation process integrated with financial planning, maintain transparency through Earned Value Management, and continuously calibrate forecasts., • Direct Full SDLC Lifecycle – Oversee all phases from inception through design, build, testing, deployment, hypercare, and optimization, ensuring predictable delivery and operational readiness., • Ensure Regulatory & Compliance Adherence – Embed controls for NAIC, state DOI, GLBA, HIPAA, PCI-DSS, and other regulatory requirements; maintain auditability and strong data governance., • Drive Technology Delivery – Lead implementation of core platforms (Guidewire, Duck Creek, Majesco) and ecosystem integrations for billing, claims, document management, payments, and analytics., • Collaborate & Communicate – Establish clear communication channels with internal teams and stakeholders, manage expectations, and ensure alignment across business and technology., • Foster Client Relationships – Engage with clients to understand needs and challenges, provide tailored solutions, and leverage industry expertise to advise on best practices and innovative approaches., • Monitor & Optimize Performance – Track KPIs, validate benefits against business case, and use metrics and analytics to inform decisions and drive continuous improvement., • Build & Lead High-Performing Teams – Recruit, develop, and motivate distributed teams across onshore, nearshore, and offshore locations; foster collaboration and psychological safety., • Demonstrate Strategic & Adaptive Leadership – Balance agile speed with governance rigor, thrive in ambiguity, resolve conflicts pragmatically, and maintain resilience under pressure., • Generative AI - have a strong understanding of the use of Gen-AI across the SDLC. Experience & Qualifications • 15+ years leading large-scale insurance transformations, • 10+ years in program leadership for core platform implementations., • Proven delivery across multi-state regulatory contexts and multi-vendor ecosystems., • Hands-on experience with Guidewire / Duck Creek / Majesco, scaled agile (SAFe), DevSecOps, and data migration at scale., • Track record in financial stewardship (EVM, ETC/FTC, cost-of-delay) and estimation frameworks listed above., • Bachelors in Business/Technology (Master’s preferred). This position comes with competitive compensation and benefits package: • Competitive salary and performance-based bonuses, • Comprehensive benefits package, • Home Office model, • Career development and training opportunities, • Flexible work arrangements (remote and/or office-based), • Dynamic and inclusive work culture within a globally known group, • Private Health Insurance, • Retirement Benefits, • Paid Time Off, • Training & Development, • *Note: Benefits differ based on employee level 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 €22.5 billion in revenues in 2024.

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 Company introduction: Compass Pathways plc (Nasdaq: CMPS) is a biotechnology company dedicated to accelerating patient access to evidence-based innovation in mental health. The Company is headquartered in London, UK, with offices in New York City in the US. We focus on developing novel treatments that have the potential to improve the lives of those who are suffering with mental health conditions and who are not helped by current treatments. We are pioneering a new paradigm for treating mental health conditions focused on rapid and durable responses through the development of our investigational COMP360 synthetic psilocybin treatment, potentially a first in class treatment. COMP360 has Breakthrough Therapy designation from the US Food and Drug Administration (FDA) and has received Innovative Licensing and Access Pathway (ILAP) designation in the UK for treatment-resistant depression (TRD) due to the pressing unmet need in this area. We are currently in phase 3 for TRD, have completed phase 2 studies for both post-traumatic stress disorder (PTSD) and anorexia nervosa and are planning a further late-stage study in PTSD. We envision a world where mental health means not just the absence of illness but the ability to thrive. - Compass Pathways. Job overview: The Manager, People Business Partner supports the delivery of key HR processes across the employee lifecycle, providing day-to-day guidance to managers and employees while coordinating activities such as recruitment, onboarding, performance management, and organizational change. By maintaining accurate HR data, supporting employee relations matters, and collaborating with cross-functional teams, the role helps ensure people processes run smoothly, remain compliant, and effectively support the organization's workforce and business objectives. Location: NYC/NJ or surrounding area. Hybrid working, 2 days a week in the office. Reports to: Associate Director, People Business Partner. Roles and responsibilities (Include but are not limited to): • Build strong relationships with managers and employees, providing day-to-day HR guidance and escalating complex matters where appropriate, • Attend stakeholder meetings where required to capture updates, support follow-up actions, and maintain awareness of team and business needs, • Assist with onboarding and offboarding processes, ensuring employee records, documentation, and internal systems are updated accurately, • Support organizational change activities such as restructures, Reductions in Force (RIF) and redundancies by coordinating documentation, preparing letters, and maintaining accurate records, • Assist in coordinating talent review processes, succession planning activities, and development planning initiatives, • Track potential flight risk indicators and support the implementation of retention or development actions as guided by the Associate Director, People Business Partner, • Support workforce planning processes by maintaining resource plans, tracking headcount changes, and coordinating updates between HR, Finance, and hiring managers, • Assist with recruitment processes including reviewing Job Requisition Forms (JRFs/TJRFs), coordinating approvals, and supporting the offer process, • Provide administrative and operational support for employee relations matters including performance management, conduct, and capability processes, • Assist with documentation and coordination of settlement agreements and other formal HR processes in line with company policies and legal requirements, • Support key moments in the performance cycle, including mid-year and end-of-year reviews, • Coordinate processes related to promotions, salary adjustments, equity allocations, and bonus administration in partnership with the People Operations team, • Draft and maintain HR policies and support the policy approval process, ensuring documents are uploaded and maintained in the Master Control (QMS) system, • Prepare and submit "Someone is Leaving" forms (SILs) and coordinate exit interviews, capturing feedback and identifying emerging themes, • Prepare Change Request Forms (CRFs) and ensure employee lifecycle changes are communicated and processed accurately, • Provide operational support across HR systems and employee lifecycle processes including performance management, and employee data management, • Assist with the coordination and tracking of leave of absence cases, ensuring employees and managers understand policy requirements and documentation needs, • Support payroll processes where required, including preparation of instructions to pay, • Contribute to HR and People Operations projects, assisting with planning, coordination, and implementation of new initiatives, • Assist with global mobility processes, including coordinating intra-company transfers, tracking application progress, and liaising with internal stakeholders and external advisors where required, • Previous experience in an HR, People Operations, or HR Advisory role, • Solid understanding of HR processes across the employee lifecycle including recruitment, performance management, employee relations, and offboarding, • Familiarity with employment legislation and HR best practices (US experience required; UK exposure beneficial), • Strong organizational skills with the ability to manage multiple priorities and deadlines, • High attention to detail and ability to maintain accurate and confidential records, • Excellent interpersonal and communication skills with the ability to build relationships with employees and managers, • Ability to handle sensitive employee matters with discretion and professionalism, • Strong problem-solving skills and the ability to identify process improvements, • Proficiency in Microsoft Office or similar tools (Excel, Word, PowerPoint) Please note that the base salary range is a guideline, and individual total compensation will vary based on factors such as qualifications, skill level, competencies, and work location. Base pay is one part of the Total Package that is provided to compensate and recognise employees for their work and any role at Compass, regardless of the location, is eligible for additional discretionary bonuses and equity. 【Base salary per annum】:$126,000—$154,000 USDBenefits & Compensation: For an overview of our benefits package and compensation information, please visit "Working at Compass". Equal opportunities: Reasonable accommodation We are committed to building a workplace where everyone's wellbeing matters. If you need reasonable accommodation during the interview process to be at your best, please let our recruiting team know. UK applicants We are proud of our commitment to diversity and equality (pursuant to the Equality Act 2010). We do not discriminate based upon race, religion or belief, colour, nationality, ethnic or national origin, gender, pregnancy or maternity, marital or civil partner status, sexual orientation, gender reassignment, age or disability. US applicants Compass Pathways is proud to be an equal opportunity employer. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, and related medical conditions), ethnicity, age, disability, sexual orientation, gender identity, gender expression, military service, genetic information, familial or marital status, or any other status, category, or characteristic protected by applicable law. Sponsorship: Unfortunately, we cannot sponsor employment visas and can only accept applications if you have employment rights in the country to which you are applying. Data Privacy: All data is confidential and protected by all legal and data privacy requirements, please see our recruitment Privacy Notice to learn more about how we process personal data.

Job Description Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a fundamentals based, asset-oriented financing and investing strategy across the entire credit spectrum in areas where conventional sources of capital are scarce. Arena specializes in off-the-run, stressed, distressed, illiquid and esoteric special situation transactions through originations and acquisitions of asset-oriented investments across a wide array of asset types (including but not limited to private direct corporate credit, commercial real estate bridge lending, and commercial and consumer assets). Quaestor Advisors (“Quaestor”), is an affiliated Special Servicer, which provides mid and back-office services, including asset management, to Arena Investors and external clients. Quaestor is looking to expand the Valuations team, through the addition of a Valuations Analyst / Associate. In this role, the successful candidate will work under the SVP of Valuations. Responsibilities: • Work on complex financial instrument valuation engagements, including valuations of equity, debt, derivatives, structured financial products, contingent considerations and hybrid securities for financial reporting and transactions., • Review third-party business valuations for closely-held companies, publicly-traded companies, and private equity for financial reporting purposes (ASC 946, ASC 820, ASC 815, ASC 718 / IRC 409A, swaps, etc.), and strategic planning purposes, • Strong understanding of DCF, binomial, and option pricing modelling techniques., • Demonstrate general knowledge in business valuation analyses using DCF, publicly-traded guideline company method, and comparative M&A transactions method., • Perform market, industry, and economic research and analyses, • Review and summarize financial, corporate, and legal agreements and other documents, • Write narrative valuation reports and memorandums, • Explore and learn about the valuation issues in different industries for operating businesses, renewable energy systems and fractional interests in real estate, • Bachelor’s degree in Finance, Applied Mathematics, or other quantitative finance major, or Economics with a strong interest in pursuing professional designation; Master’s degree is a plus., • Experience with valuing and reviewing debt and complex financial instruments/derivatives (swaps, contingent consideration, convertible debt, etc.) and related methodologies/ models/ software (Monte Carlo simulation, Binomial Models, Thomson Reuters or Bloomberg)., • 3-5 years valuation experience with a Big 4 or Top 20 public accounting and advisory firm., • Demonstrated experience in both performing valuations and reviewing common stock, debt and derivative valuations, etc., • Experience working with Capital IQ., • Highly Proficient in Microsoft Office, especially Excel and Word, • Good understanding of the accounting standards related to financial instruments and valuations is a plus., • Ability to work on multiple engagements simultaneously with competing priorities in a rapidly growing, fast-paced, interactive, results-based environment, • Excellent written, interpersonal, and presentation skills, • Python programming/coding is a plus, • Individuals on the path to obtaining the CFA qualification is a plus. This job description is not an exhaustive list of all responsibilities, and duties may change Benefits • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Training & Development, • Free Food & Snacks, • Wellness Resources

Job Description Tax Partner- RCI New York, NY Hybrid Overview: • Lead and manage complex RCI engagements, including internal investigations, regulatory response, fraud risk assessments, compliance program development, and forensic accounting., • Serve as a trusted advisor to clients across various industries, providing insights on evolving regulatory environments and government enforcement trends., • Ensure high-quality deliverables, adherence to deadlines, and client satisfaction on all projects., • Drive new business opportunities through networking, relationship development, and participation in industry events and thought leadership., • Collaborate with firm leadership to develop go-to-market strategies and service offerings aligned with client demand and market trends., • Expand the RCI practice’s footprint by cultivating long-term client relationships and cross-selling firm-wide capabilities., • Lead, coach, and mentor a team of consultants and senior professionals within the RCI group while fostering a collaborative, high-performance culture that values diversity, integrity, and innovation. Background: • CPA, JD, or CFE certification required., • 10 + years of experience in regulatory compliance, forensic accounting, investigations, or related advisory work., • Prior experience working in government agencies is required., • Experience with business development., • Strong knowledge of Federal, State and Local regulatory frameworks (e.g., DOJ, SEC, OFAC, FCPA, AML, DOL, MWBE, NYS 421-A, 485-X white collar defense, etc.). Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description 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. Position Overview: We are seeking an experienced professional to help us build and grow our Technical Due Diligence (TDD) Practice in North America. This senior role blends deep engineering and operational expertise with strategic advisory capabilities, supporting investors, lenders, and concessionaires in financing and acquisition decisions. Alongside our existing leaders, this senior role will be responsible for driving strategic growth, delivering complex projects, and fostering long-term client relationships within the infrastructure sector. Key Responsibilities Driving Strategic Growth: • Help drive the growth of the TDD Practice in alignment with broader business objectives, with responsibility for identifying opportunities, driving growth and growing revenue;, • Act as a technical and thought leader both internally and externally in the market;, • Technical Due Diligence Leadership: Lead and deliver technical due diligence for Transport/Energy/Social assets. Conduct site visits and assess asset condition, performance, and risks., • Project Management: Manage multi-disciplinary teams across geographies, languages, time-zones and cultures, integrating external specialists and internal colleagues to deliver high-quality, timely, and cost-effective outcomes., • Client Advisory: Translate technical findings into actionable insights for investors and stakeholders. Collaborate with Financial, Traffic & Revenue and Environmental, Social and Governance due diligence teams to produce integrated reports., • Risk Assessment: Identify and evaluate technical and operational risks of infrastructure assets, including but not limited to, contractual and risk allocation, construction approach and schedule, Operation and Maintenance (O&M) and OPEX, lifecycle plans and CAPEX, and propose mitigation strategies., • Reporting & Communication: Prepare clear, client-ready reports and presentations tailored to investor audiences. Communicate effectively with both technical and non-technical stakeholders. The ideal candidate will meet most of the requirements outlined below: • Bachelor’s degree in Engineering (Civil, Mechanical, Industrial) or related field; Master’s degree preferred., • 10+ years of professional experience in infrastructure sector and/or design/construction/operation/maintenance work experience. Having 4+ years in an advisory firm would be an advantage., • Proven track record in technical due diligence and transaction advisory to Lenders, Investors and Sponsors for Transport/Energy/Social infrastructure assets., • Previous experience and knowledge of the PPP model in North America, Project Finance, M&A, and technical and commercial risk assessment., • Strong analytical skills and proficiency in interpreting engineering data and operational metrics., • Market knowledge to position for and win new TDD projects in NA., • Ability to guide project delivery, proposing action plans and demonstrating confidence in decision making., • Experience coordinating multidisciplinary teams and managing complex workstreams under tight transaction timelines., • Ability to interface confidently with clients, legal and financial advisors, and institutional investors, supporting negotiations and Q&A processes., • Understanding of financial model inputs (CAPEX, OPEX, lifecycle costs) and contractual arrangements, and their implications on valuation and bankability., • Excellent communication and report-writing skills in English. Desirable fluent speaking in at least another language (e.g. Spanish, Portuguese, French, German, etc.) How You’ll Grow We value curiosity and a commitment to growth at every stage of a career. Regardless of your level of experience, you will be encouraged to keep learning, build new capabilities, and pursue opportunities that expand your impact and professional development. You will be supported through structured programs and on-the-job learning opportunities that build the breadth and depth of your skills at each level of growth and leadership. 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 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. Salary range - 180k - 280k w/ benefits

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 About VRC: VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us. About this role: VRC is seeking a hands-on Compliance & Process Lead to design, implement, and continuously enhance the firm’s portfolio valuation compliance and operating framework. This role will serve as a leader for engagement governance, documentation standards, and execution consistency across portfolio valuation clients and internal teams. What you will do: • Design, implement, and maintain VRC’s portfolio valuation compliance framework, including documented process flows, roles and responsibilities, and communication protocols, • Own the operating model for portfolio valuation engagement, governance and documentation, including oversight through internal risk and compliance committees, • Establish and maintain standard operating procedures (SOPs), templates, and governance calendars to drive consistency and accountability, • Ensure client-specific valuation policies, procedures, and contractual scopes are accurately documented and consistently executed, • Regularly review and update these compliance measures to adapt to changing laws and business conditions, • Implement and oversee internal audit, quality assurance, and file review programs, • Monitor conflicts of interest, cross-holdings, and restricted entity lists, • Lead standardized client onboarding processes and manage change control for scope or policy updates, • Contribute to SOC-related documentation and audit readiness activities, • 7–12+ years of experience in valuation operations, portfolio valuation, audit, risk management, or related fields, • Strong understanding of portfolio valuation processes and policy governance, • Experience designing process frameworks and controls, • Familiarity with SOC frameworks and audit documentation, • Experience with internal audit and audit preparedness preferred, • Excellent written and verbal communication skills, • Proficiency in Excel, PowerPoint, and workflow or process documentation tools, • Competitive bonus program, • Medical/Dental/Vision insurance, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options, • Generous time off/flexible work arrangements, • Reimbursement for admission fees and study material for professional designations, • Growth - VRC is growing, and so can your career VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person’s talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email . $115k - 200k.The base salary offered at the time of hire is only a portion of total compensation and may differ from the stated range. It could be higher or lower depending on various factors, including the candidate's relevant qualifications, skills, and experience, as well as the specific service line and location for the position. In addition to base pay, a meaningful portion of total compensation is paid as quarterly profit-sharing compensation, which has historically ranged from 20- 30% of base pay. You will also be eligible for a discretionary year-end bonus. For more information, ask your recruiter or hiring manager for details

Job DescriptionHeadquartered in New York City, located in the heart of Midtown Manhattan, our Loews Hotels & Co Home Office teams support our properties throughout the United States. Our talented teams provide guidance over strategic planning, operations, revenue management, communications, sales, development, brand marketing, finance, human resources and information technology. Who We Are: Founded in 1960, Loews Hotels & Co operates iconic hotels and resorts across the U.S. Together, our diverse and welcoming teams craft exceptional experiences in iconic destinations. Growth and belonging start here; you'll be valued for who you are and the goals you have. Whether your next career chapter involves making memories for guests or supporting our properties in our Corporate Office, every role-from Guest Services to Finance, Culinary to IT-offers opportunities to grow and make a meaningful impact. Creating a Team Member experience where you belong no matter what age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status that makes you, you is a daily focus for us. What We Offer: * Competitive health & wellness benefits, 401(k) & company match * Paid Sick Days, Vacation, and Holidays, Paid Bereavement, Paid Pet Bereavement * Training & Development opportunities, career growth * Tuition Reimbursement * Pet Insurance * Team Member Hotel Rates, other discounts, perks and more Who We Are: Founded in 1960, Loews Hotels & Co-operates iconic hotels and resorts across the U.S. Together, our diverse and welcoming teams craft exceptional experiences in iconic destinations. Growth and belonging start here; you'll be valued for who you are and the goals you have. Whether your next career chapter involves making memories for guests or supporting our properties in our Corporate Office, every role-from Guest Services to Finance, Culinary to IT-offers opportunities to grow and make a meaningful impact. Creating a Team Member experience where you belong no matter what race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status that makes you, you is a daily focus for us. What We Offer: * This is a bonus eligible position * Competitive health & wellness benefits, 401(K) & company match * Paid Sick Days, Vacation, and Holidays, Paid Bereavement, Paid Pet Bereavement * Training & Development opportunities, career growth * Tuition Reimbursement * Employee Hotel Rates, other discounts, perks and more What We're Looking For: As the IT Audit Manager at Loews Hotels, you'll be at the forefront of our IT-focused audit endeavors, reporting directly to the Vice President, Internal Audit. This role offers an opportunity to lead and manage Sarbanes-Oxley (SOX) compliance audits over IT general controls (ITGCs) and drive operational IT audit processes, ensuring the integrity and security of our technology landscape. Collaborate closely with the VP, Internal Audit to craft annual risk assessments and risk-based audit plans, leveraging your expertise to identify key areas of focus and opportunity. Further, the IT Audit Manager successfully establishes positive working relationships with key internal and external stakeholders at all levels, including Executive and Senior Leadership, Loews Corporation Internal Audit, co-source partners, and external auditors. Who You Are: * A guardian of ethics guided by principles of integrity, honesty, and respect * A continuous learner who is constantly evolving, mastering new skills, and staying updated on industry trends * A relentless communicator, fostering collaboration to support their colleagues and drive collective success * A natural, effective leader who takes initiative, makes decisions, and motivates others * A quick learner who is nimble in adapting to new situations and thrives in a dynamic work environment * Veterans and military spouses are encouraged to apply What You'll Do: * Perform annual risk assessments to develop the annual risk-based audit plan, evaluating the adequacy and operating effectiveness of internal controls by conducting audits of all business units (i.e., corporate/home office, hotel properties, and the shared service center), communicating audit recommendations to remediate audit issues or concerns identified, and providing IT advisory and assurance services to improve internal controls, operations, risk management, and compliance * Provide independent, objective IT assurance and advisory services to assess, evaluate, and validate the design and operating effectiveness of internal controls, while also adding value towards continuous process improvement opportunities within the organization * Lead and manage the planning, fieldwork, and reporting phases of IT compliance audits (including the review of quarterly IT SOX compliance certifications and completion of annual IT SOX compliance audits as required by SOX 302 and SOX 404, respectively) across the organization * Participate in the Annual Audit Risk Assessment and Enterprise Risk Management (ERM) processes, including understanding standard operating procedures and risk management policies, IT security and governance policies, interviewing key internal stakeholders, reviewing control self-assessments (CSAs) completed by hotel management, and analyzing financial data and information, which will help define annual risk-based audit plans * Share input and ideas towards developing audit risk and control matrices, mapping/documenting processes and procedures (e.g., flow charts and walkthrough narratives), and creating/enhancing audit methodologies and strategies * Perform detailed IT audit testing procedures during the fieldwork phase, while maintaining supporting audit workpapers, and thoroughly documenting any audit results and issues identified * Execute integrated audits consisting of financial, operational, IT, and compliance auditing procedures in collaboration with the Audit Manager * Clearly and timely communicate audit results and significant findings to the VP, Internal Audit, business and process owners, and senior management, and effectively advise on audit recommendations and corrective action plans to remediate issues * Assist with drafting formal audit reports and presentations that will be communicated to the Audit Committee, Executive and Senior Leadership team members and all other related key stakeholders * Partner with the IT Security and Governance team to assess and evaluate all IT general controls (ITGCs), as well as to complete special projects involving Cyber Security, Data Governance & Classification, Service Organization Controls (SOC) Reviews, System Implementations, Payment Card Industry Data Security Standards (PCI DSS) Compliance, etc. * Collaborate with the IT Business Intelligence team to design data analytics for continuous monitoring and automated audit testing by leveraging available analytical tools and resources * Hire, train, coach, and develop new staff and senior internal auditors, as needed * Co-lead and manage internal and external parties (e.g., co-source partners) to conduct planned audits * Coordinate with external auditors for interim and year-end financial statement audits, as necessary * Attend all required training sessions and meetings * Perform other duties as assigned Your Experience Includes: * Bachelor's in accounting, finance, or IT related field required; Master's degree in referenced fields preferred * A minimum of six years of external or internal audit experience with working knowledge of and skill in applying Generally Accepted Accounting Principles (GAAP), Generally Accepted Auditing Standards (GAAS), Institute of Internal Auditors (IIA) Standards, SOX Compliance Requirements, Cyber Security Framework Standards (e.g., National Institute of Standards Technology - NIST), PCI DSS, etc. * Extensive understanding of internal controls and risks with the ability to recognize significant control issues and risk exposure across the organization * Experience assessing IT risks (including SOX), and evaluating the adequacy, design, and operating effectiveness of ITGCs * Strong understanding of IT security, governance, network, and infrastructure processes and procedures * Familiarity with utilizing data analytics tools to gain full coverage of audit population and automate auditing procedures * Proven track record of successfully managing and leading staff and senior internal auditors to effectively and sufficiently complete audit assignments and timely report on results * Excellent communication skills (verbal and written) in interactions with team members at all levels, including control or business process owners and senior management * Strong interpersonal skills with the ability to effectively develop and maintain positive working relationships cross-functionally with all levels of team members (e.g., Accounting, Finance, Operations, Compliance, Legal, HR, Loews Corporate Internal Audit, etc.) and external parties (e.g., co-source partners and external auditors) * Flexibility to work independently and in a team-oriented environment depending on assignment needs * Combination of Public Accounting (external audit) and Internal Audit experience preferred * IT audit experience at a company within the hospitality, restaurant, and retail industries, preferred * Knowledge of systems and applications such as, Oracle Enterprise Resource Planning (ERP), Workday Human Resources Information System (HRIS), Opera Property Management System (PMS), etc. with the ability to utilize system reports for audit testing and data analytics, preferred * Ability to work a flexible schedule based on business needs * Must be willing and able to travel up to 30% of the time, depending on business needs Who You'll Supervise: * Indirect team members (i.e., senior internal auditors) depending on the projects assigned * External co-source staff auditors, as needed * External co-source staff auditors, as needed Salary range for this position, based on experience, is $116,000.00 to $145,000.00. Loews Hotels & Co is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.

The EMEA Financial Services Balance Sheet, Portfolio and Risk advisory team is a core component of the practice growth agenda. The Managing Directors (“MDs”) will sit in the Balance Sheet, Portfolio and Risk advisory team within the EMEA Financial Services practice. Managing Director - EMEA Fina

Job Description The Director of Hedge Accounting (ASC 815) at a leading global financial institution, you will serve as a senior subject matter expert and key leader in the bank's enterprise hedge accounting program under U.S. GAAP (ASC 815). This high-visibility role drives the accurate designation, documentation, effectiveness testing, and financial reporting of hedging activities, primarily interest rate and foreign exchange hedges supporting ALM, funding, and risk management. You will provide expert advisory support, ensure robust controls, and collaborate across Treasury, Risk, and Finance to maintain compliance in a heavily regulated environment. Key Responsibilities: • Lead the application and execution of ASC 815 hedge accounting for a large-scale derivative portfolio, including fair value, cash flow, and net investment hedges (e.g., interest rate swaps, cross-currency swaps, FX forwards/options)., • Perform and oversee quantitative/qualitative hedge effectiveness assessments (regression analysis, dollar-offset, critical terms match, hypothetical derivative methods) and measure/record any ineffectiveness., • Maintain comprehensive, regulator and auditor-ready hedge documentation: risk management objectives, strategies, economic relationships, designations, and ongoing monitoring support., • Calculate and record hedge accounting impacts, including basis adjustments, OCI reclassifications, fair value changes, and journal entries; support month/quarter/year-end close processes., • Advise Treasury, ALM, Market Risk, and business units on proposed hedging strategies, new derivative transactions, and accounting implications in real time., • Prepare high-quality technical accounting memoranda, position papers, and disclosures related to derivatives/hedging (ASC 815-10-50), fair value (ASC 820), and interactions with other standards., • Oversee and enhance SOX 404 controls over hedge accounting processes; support system implementations (e.g., Murex, Calypso) and automation initiatives., • Coordinate with external auditors (Big 4) and regulators (Fed, OCC) on hedge matters, including walkthroughs, audit packages, and inquiry responses., • Mentor team members, provide ASC 815 training across Finance, and drive process improvements to reduce risk and increase efficiency., • Monitor FASB/SEC/regulatory developments impacting hedge accounting; assess and implement enterprise-wide changes. Qualifications & Experience • Bachelor's degree in Accounting, Finance, or related field; CPA preferred, • 8-10 years of relevant experience in technical accounting, derivatives, or hedge accounting, with significant time in a large financial institution or Big 4 audit (financial services focus required)., • Hands-on expertise in ASC 815 hedge accounting, including advanced effectiveness testing and application to banking hedging programs (interest rate/FX risk management)., • Strong knowledge of U.S. GAAP for financial instruments (ASC 815, ASC 820, ASC 825) and related disclosures; familiarity with regulatory reporting/capital rules a plus., • Experience with treasury/hedge management systems (e.g., Murex, FIS, Bloomberg); advanced Excel/SQL; data analytics tools beneficial., • Proven ability to research complex issues, draft technical documentation, and communicate effectively to senior leaders, auditors, and regulators., • Excellent analytical, project management, and collaboration skills in a fast-paced, regulated setting., • Prior hedge accounting experience Company DescriptionNuHire, LLC is a direct placement recruiting firm dedicated to helping candidates find long term permanent positions, NOT short term contracts. All the positions we represent are permanent positions with full benefits.NuHire, LLC is a direct placement recruiting firm dedicated to helping candidates find long term permanent positions, NOT short term contracts. All the positions we represent are permanent positions with full benefits.

Job Description We are pleased to represent a highly-respected corporate law firm that is among the AmLaw 100 rank that sits consistently around the top 60% of the AmLaw 100 firms. They are seeking to hire a sixth to eigth (6th-8th) year senior associate or Of Counsel attorney for their New York-based offices which have a focus in aviation and transportation financial transactions and global asset finance practice groups. § Practice Area: • Full-time, Direct-Hire, Minimum 1,850 hours annual billed § The Firm: Our client is a prestigious AmLaw 100 powerhouse with a storied history of excellence spanning over a century. Regarded as a global leader in the transportation sector, the firm consistently secures Tier 1 rankings from Chambers USA and Legal 500 for its Aviation Finance practice. With a footprint that spans the world's major financial hubs, the firm is celebrated for navigating the most intricate cross-border regulatory environments and multi-billion dollar capital deployments. This practice group is distinguished by its holistic representation of the entire aviation ecosystem, from institutional lenders and global lessors to primary manufacturers and sovereign carriers. Joining this team offers an elite platform to engage in high-stakes, market-moving transactions within a collaborative culture that prizes intellectual rigor and commercial pragmatism. § Duties: The Senior Aviation Finance Architect will serve as a primary lead on sophisticated domestic and international asset-backed securitizations and credit facilities. This role requires a high degree of autonomy in managing the lifecycle of a transaction, from initial structuring to final execution. Core responsibilities include: ⨖ Orchestrating the financing, leasing, and acquisition of high-value aviation assets, including commercial aircraft, engines, and related aerospace equipment. ⨖ Navigating complex regulatory frameworks, specifically regarding the Cape Town Convention and International Registry requirements, to ensure the perfection of international interests. ⨖ Drafting and negotiating bespoke credit instruments, complex indentures, and sophisticated lease agreements for transactions frequently exceeding $100 million in value. ⨖ Providing strategic counsel on the enforcement of rights and the restructuring of debt obligations within the aviation sector. ⨖ Managing multi-disciplinary teams across various jurisdictions to ensure seamless closing of cross-border joint ventures and aircraft leasing platforms. ⨖ Interpreting and applying Article 9 of the Uniform Commercial Code (UCC) to secured lending structures and asset-backed transactions. § Qualifications: ⨖ Juris Doctor (J.D.) from an ABA-accredited law school with a record of high academic achievement. ⨖ 6-8 years of experience with substantial private practice law firm background with highly reputable or well-renowned "new york-style" law firms ⨖ Active Bar Membership in the State of New York in good standing. ⨖ Significant experience (Senior Associate or Counsel level) within the finance practice of a major international law firm. ⨖ Proven track record of managing and closing large-scale financing transactions valued at $100M+. ⨖ Deep technical proficiency in UCC Article 9, the Cape Town Convention, and general corporate law. § Skills: ⨖ Prior experience involving Export Credit Agency (ECA) supported financing or capital markets-based aviation offerings. ⨖ Superior organizational capacity to manage a high-volume portfolio of concurrent matters for diverse institutional clients. ⨖ Exceptional interpersonal skills with the ability to provide nuanced oral and written advisory to C-suite executives and senior stakeholders. ⨖ Advanced knowledge of the global aviation market and current economic trends affecting aircraft valuations and lessor risk profiles. !Notice¡* This a job advertisement on behalf of our client and does not reflect the full job description for the role. Any qualified candidates are encouraged to apply. You will need to provide law school transcripts, a writing sample or deal sheets, and a cover letter in order to be considered for this role. This posting does not constitute an offer of employment. and the listed compensation details may vary by state or experience and will be discussed thoroughly during interview phase.

Job Description Elevate your career, perform when it counts: become part of our global financial consulting evolution! Your role: Zanders specializes in treasury & risk management solutions, and with the growing number of projects and expansion plans, we are looking to hire someone who has the ambition not only to further grow in corporate treasury and technology solutions, but also to contribute to the development of our capabilities in the USA and wider, global team. We are looking for a candidate with a strong core treasury knowledge and proven experience in implementing and configuring FIS Integrity. In this position you will be joining a team of dynamic, experienced Consultants, who operate collaboratively to share knowledge and work at the highest standards to deliver to our clients. You will be involved in project work, business development and other activities including personalized trainings, to help you grow. Key Responsibilities: * Contribute in end-to-end FIS Integrity implementation projects - project scoping, planning, design, configuration, testing and go-live. * Provide support to clients during the implementation, understanding their treasury management requirements, advising on best practices, and ensuring solutions provided align with their needs and objectives. * Being part of cross-functional teams, including technical, functional, and clients' resources, to ensure smooth and timely execution of project deliverables. * Updating stakeholders on project status, timelines, risks, and deliverables, ensuring transparency and proactive issue management. * Advising clients surrounding their treasury technology solutions. This could include re-defining current technology practises, vendor selection and implementation of treasury technology solutions. * Identifying new business/project opportunities both locally and internationally. * Playing a part in commercial activities such as presentations, RFP’s, events and networking. * Managing treasury advisory projects from start to finish, ensuring that deliverables are submitted to clients at a high quality, on a timely basis and in line with the agreed engagement terms. Skills to be successful * Minimum 4-6 years of engagement in implementation of FIS Integrity Treasury Management System and other related tools such as SWIFT, trading portals and market data providers. * Knowledge in Treasury & Risk Management, Cash Management, Treasury Management Systems, In-House Banking, Payment Factories, Bank Connectivity. * Extremely client focused and experienced in resolving challenging problems and creating practical solutions. * Strong team player with experience in project management and/or leading projects. * Relevant professional qualifications including a Bachelors or Masters. * Background from a consulting environment is advantageous. * Business fluent (or native) English is required. * Willingness to travel to locations as needed for project engagement. * Comfortable working independently in a hybrid environment. If you don't quite fit all of these requirements, please don't be afraid to apply - We can also consider someone at a Senior Consultant level. We offer: * A flexible work environment, that promotes a healthy work-life balance, * Participation in the Zanders bonus scheme, * 30 holiday days, * An enhanced Safe Harbor plan, * Excellent health, dental and vision insurance. * A laptop and an iPhone, * An entrepreneurial culture that values personal development, with ample room for initiatives, * Expertise in your chosen field, building skills rapidly alongside diverse clients and consultants, * A truly collegiate environment with enthusiastic and helpful colleagues, fostering career excellence in Treasury, Risk or Technology, * An annual Zanders' trip to a (surprise) location in Europe and many more exciting experiences to come! About Us: Progress your career with Zanders. We are a global financial consulting firm focused on Treasury, Risk and Technology. From our HQ in the Netherlands, we have been expanding our presence in Europe, UK, USA, and Asia. For 30 years we have been providing innovative solutions embracing the latest technological advancements to multinational corporations, financial institutions, public sector entities and NGOs. We go beyond conventional boundaries, delving into new market segments to uncover untapped opportunities. As pioneers in Environmental, Social, and Governance (ESG) principles and practices, we support our clients to achieve their ESG goals. At Zanders we invest in our people for an inclusive atmosphere, where freedom, fun, and collaboration are pivotal and set us apart, defining our success. We believe that diversity, equity, and inclusion (DE&I) are essential to establish a strong and sustainable business, fostering a culture that values and respects diversity in all forms. Zanders is not just a workplace – it is a supportive community. We invite those who share our passion for collaboration, growth, and positive impact to join us on this journey. If you're in search of a workplace which nurtures personal and professional development, Zanders is the perfect fit for you. Join us as we continue to shape the future of consultancy, making a meaningful impact in the world of Treasury, Risk, and Technology! By applying for a role at Zanders, you give us approval to use and retain your personal details. Considering Zanders’ nature of enterprise, you are expected to behave to a high moral standard. A Pre-Employment Screening (PES) by a third party is part of the application process.

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 DescriptionDescription: Hybrid until Jersey City goes fully onsite in Jersey City, NJ Our client seeks a Java/AWS Engineer to develop Kafka-based event-driven applications and RESTful APIs within a high-throughput, low-latency brokerage processing domain. The role will design and build reusable microservices on AWS while supporting modernization from legacy systems to cloud-native solutions. You will apply CI/CD practices, containerization, and automation testing to deliver scalable, resilient services. Due to client requirements, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance. Rate: $85.00 to $90.00/hr. w2 Responsibilities: • Design, architect, and build scalable, low-latency event-driven services using Java, Spring Boot, and Apache Kafka., • Develop and maintain RESTful APIs and microservices with a focus on reusability and high throughput., • Leverage AWS managed services, containerization, and infrastructure automation to deploy resilient applications., • Implement CI/CD practices including feature toggles, blue-green deployments, and A/B testing to reduce risk and cycle time., • Create automation testing with frameworks such as Cucumber to ensure quality and reliability., • Participate in technical discussions and provide guidance to accelerate modernization squads., • Optimize data access using Hibernate/JDBC and connection pooling with relational databases., • 6+ years of professional experience with Java and Spring Boot., • Hands-on experience building event-driven applications with Apache Kafka., • Proficiency in designing high-throughput, low-latency distributed systems., • Experience developing RESTful APIs and microservices with Spring Boot., • Hands-on experience with container-based development using Docker., • Experience with Hibernate ORM, JDBC, and connection pooling against relational databases., • Experience with CI/CD tools and practices such as GitHub, Jenkins, Stash, Artifactory, and Terraform., • Experience with AWS services such as Lambda, DynamoDB, API Gateway, SQS, EC2, S3, CloudWatch, IAM, and EKS (preferred)., • Automation testing experience using frameworks like Cucumber. W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality. If anyone reaches out to you about an open position connected with Eliassen Group, please ensure that you are working directly with us by confirming the following: · When you work with Eliassen Group, all email communication will come from an Eliassen.com address, never Gmail, Yahoo, etc. · Eliassen Group will never ask you for personal information (home address, bank account, or check routing number) until you have worked with someone clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact . About Eliassen Group: Eliassen Group is a strategic consulting firm that helps organizations reach further and achieve more through our technology, business advisory, and life sciences solutions. For nearly 40 years, we have combined exceptional people, deep domain expertise, and intelligent capabilities to expand our clients’ capacity and accelerate meaningful outcomes. We are driven by a purpose to positively impact the lives of our employees, clients, consultants, and the communities we serve. Eliassen is committed to building a diverse and inclusive team from a variety of backgrounds, perspectives, and skills. We are an Equal Opportunity and Affirmative Action Employer and all employment decisions are based on merit, performance, and business needs. Eliassen does not discriminate on the basis of race, color, gender identity or expression, sexual preference or orientation, sex (including pregnancy, childbirth, and related medical conditions), marital status, creed, religion, physical or mental disability, genetic information, military or veteran status, age, ancestry, national origin, citizenship status, prohibited criminal record inquiries of applicants and employees, or any other category protected by federal, state, or local laws. Don’t miss out on our referral program! If we hire a candidate that you refer us to then you can be eligible for a $1,000 referral check!

As part of the IRMS team you are expected to provide insurance risk management advisory and merger and acquisition due diligence services. Provide insurance risk management advisory services. Insurance industry credential, or progress towards insurance industry credential, such as ARM, licensed brok

Job DescriptionSamba is a media intelligence company. We know what the world is watching, reading, and thinking about — in real time, at scale, across every screen. Our data exists with the consent of over a billion people, organized into the most complete picture of consumer attention ever built. The biggest brands in the world use that picture to make smarter decisions. We think it’s the most interesting data asset on the planet, because it’s the most culturally relevant. Samba is entering a pivotal growth chapter — scaling our AI-powered measurement platform globally, expanding strategic partnerships, and preparing for what's next, whether that's continued scale, M&A activity, or public market readiness. We're hiring a Chief Financial Officer to architect the financial strategy, infrastructure, and discipline required to get us there. This is a strategic, hands-on executive role for a finance leader who can balance growth enablement with operational rigor, lead complex M&A and capital markets activity, and bring AI fluency into the finance function itself. WHAT YOU'LL DO * Serve as a strategic partner to the CEO, Board, and executive team on financial strategy, capital allocation, and long-range planning. * Lead all aspects of finance including FP&A, accounting, treasury, tax, audit, procurement, and investor relations. * Execute on our M&A strategy — including valuation, diligence, deal structuring, negotiation, and post-close integration. * Lead capital strategy across debt, equity, and strategic investment — manage existing investor relationships and cultivate new ones. * Build and refine financial models that support pricing strategy, ROI on product investment, sales resource allocation, and Rule of 40+ progression. * Own the path to public market readiness, including SOX preparation, technical accounting, SEC reporting infrastructure, and equity story development. * Own corporate budgeting, scenario planning, cash flow management, and KPI design across the business. * Navigate board and audit committee processes — provide transparent, well-structured reporting to the Board, lenders, and strategic partners. * Ensure GAAP accounting compliance and build the infrastructure for audit readiness at scale. * Embed AI and modern tooling into financial planning, forecasting, and business intelligence to drive faster, sharper decision-making. * Build and develop a high-performing global finance team, with clear career paths and a strong bench. * Partner cross-functionally with Product, Sales, Engineering, and People to ensure financial discipline enables (not blocks) growth. WHO YOU ARE-MUST HAVES * 3–5 years in investment banking or equity research, with direct deal execution and advisory experience. * 3–5 years operating inside a finance organization at a high-growth B2B technology company. * Strong familiarity with M&A (buy-side and/or sell-side), raising capital, and the IPO process. * Deep expertise in corporate budgeting, scenario planning, FP&A, and long-term financial modeling. * Solid grounding in GAAP accounting, audit committee processes, and board-level financial reporting. * Proven track record in cash flow management and KPI-driven decision-making. * Based in San Francisco, CA — this role is in-office. WHO YOU ARE-STRONG PREFERENCES * Comfortable being both the company’s financial disciplinarian and its growth enabler — and knowing when to be which. * M&A, IPO or take-private transaction experience is required. * AI-fluent: you’ve used or championed AI tools to modernize forecasting, reporting, or operational finance, and have a clear point of view on where AI takes the CFO function next. * We care about the financial economics of the business.Academic credentials in Finance, Economics, Accounting, or related fields are nice, but we appreciate the liberal arts equally as much. CFA or CPA designation is not required, but the expertise and understanding of the core principles are required. * Operationally minded — you build systems, processes, and teams that scale, not just decks. * Strong executive presence with the ability to translate complex financial narratives into clear, actionable insights for technical and non-technical audiences. HOW YOU"LL LIVE OUR VALUES * Determined Yet Resilient — Samba should not exist. We’ve built an entirely new category at the intersection of platforms that much larger companies should have owned. The CFO who thrives here has the grit and hunger to operate with that same chip on the shoulder — short-term pain for long-term gain, high risk tolerance, and the belief that the harder I work, the luckier I get. * Naturally Curious — You learn fast, ask great questions, and listen more than you talk. Two ears, one mouth, used proportionately. You’re guided by opportunity, not just precedent — exploring how AI, new data sources, and evolving capital markets can give Samba an edge. * Low Ego — The best idea wins, no matter where it comes from. You listen first, collaborate always, and celebrate the team. Humble people take risks and learn quickly from failures — that’s what makes this role work. * Self-Aware — Know thyself. You own your weaknesses, lean into your strengths, and bring intellectual honesty to every decision. Data and logic guide you, and personal biases are recognized and kept in check. • Results Oriented — Talk is cheap; performance is priceless. You measure what matters, deliver outcomes that count, and let the data do the talking. We are a performance-driven organization — effort matters, but results are the scoreboard.$300,000 - 400,000 a year Samba TV expects to offer a base salary between $300,000 - $400,000 per year for roles to be performed in New York or California; actual base salary offered will depend on various factors, including but not limited to, location, experience, and performance. Base salary is just one component of Samba TV’s total compensation package for employees. Other rewards may include bonuses, short-term incentives, and long-term incentives. In addition, Samba provides health insurance, wellness offerings, life and disability insurance, a retirement savings plan, paid holidays and paid time off (PTO), and other employee benefits.Samba is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We strive to empower connection with one another, reflect the communities we serve, and tackle meaningful projects that make a real impact. Samba may collect personal information directly from you, as a job applicant, Samba may also receive personal information from third parties, for example, in connection with a background, employment or reference check, in accordance with the applicable law. For further details, please see Samba's Applicant Privacy Policy. For residents of the EU , Samba Inc. is the data controller.

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 product portfolios, drive growth, and modernize operations. 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 Captive Insurance. Join us and contribute to strategic innovation, regulatory excellence, and digital transformation in the insurance industry. As a Captive Insurance SME, you will lead digital transformation initiatives for a major insurance carrier’s captive solutions business. You will bring deep domain expertise in Group Captive insurance structures. You also possess experience in P&C Commercial Lines, Group Captive, and Specialty Insurance as a domain consultant. Collaborate with cross-functional teams to modernize platforms, enhance customer experience, and optimize underwriting, risk management, and compliance processes. • Strategic Advisory & Transformation, • Lead digital transformation strategy for captive insurance offerings including fronting, group captives, and protected cell facilities., • Advise on modernization of captive management platforms, data analytics, and risk control systems., • Collaborate with underwriting, legal, actuarial, and claims teams to align digital initiatives with business goals., • Client Engagement & Delivery, • Serve as the primary SME for captive insurance in client engagements., • Support feasibility studies, operational reviews, and digital enablement of captive formation and management., • Design and implement technology solutions that support fronting arrangements, reinsurance structures, and regulatory compliance., • Innovation & Product Development, • Identify opportunities to enhance captive solutions through automation, AI, and digital workflows., • Develop frameworks for rent-a-captive models and group captive participation using digital onboarding and analytics., • Support the creation of bespoke coverage and credit solutions enabled by digital tools., • Thought Leadership, • Represent Capgemini in industry forums and contribute to white papers and client workshops., • Stay current on regulatory changes, market trends, and emerging technologies in the captive insurance space. Requirements • 10+ years of experience in captive insurance, including fronting carrier models, group captives, and protected cell structures., • P&C Commercial Lines, Group Captive, • Other Specialty Insurance Domain like Crime, Management and Professional Liability and Multinational Solutions., • Proven track record in leading digital transformation or technology modernization initiatives within insurance., • Deep understanding of underwriting, credit, legal, claims, and actuarial functions as they relate to captives., • Experience working with global domiciles and regulatory environments., • Strong communication and stakeholder management skills. 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 €22.1 billion in revenues in 2024.

Job Description Operating Director, Customer Success Location: New York, NY (in-office, Midtown) | Portfolio-wide scope across North America, UK & EU Reports to: Sr. Operating Partner, Bloom Equity Partners Travel: Up to 40% across portfolio company HQs and customer sites Position Status: 1099 Salary Band: $140,000-$180,000 About Bloom Equity Partners Bloom Equity Partners is a lower-middle-market private equity firm focused on carve-outs, founder transitions, and value-creation investments in software, data, and tech-enabled services. We partner with management teams to transform good businesses into category-defining ones — combining operating rigor, a proven playbook, and hands-on support across revenue, product, and people. Our portfolio is customer-outcome obsessed. We believe that in modern software, the best source of growth is the customer you already have — and that retention, expansion, and advocacy are the truest measures of product-market fit and operational excellence. The Role Bloom is hiring an Operating Director, Customer Success to own post-sale value creation across the portfolio. This is a hands-on, portfolio-wide operating role — you will parachute into companies, diagnose the customer engine, and drive measurable improvement in Gross Revenue Retention (GRR), Net Revenue Retention (NRR), and customer experience (NPS/CSAT). You are the firm's senior-most voice on customer success, experience, and expansion. You will partner directly with portfolio company management teams, systems, talent, and playbooks that turn customers into compounding engines of growth. This is a role for an operator — not an advisor — who has repeatedly built and scaled world-class Customer Success and Customer Experience functions in B2B SaaS and is ready to apply that pattern-recognition across our portfolio. You will sit on the Bloom operating team in New York, report to the Sr. Operating Partner. The mandate is narrow and deep: retain more, expand more, and make every portfolio customer a reference. Key Responsibilities Portfolio Retention & Expansion (GRR / NRR Ownership) * Own GRR and NRR as firm-level KPIs. Set targets for every portfolio company at investment, track monthly, and drive the operating cadence that closes the gap between actual and target. * Diligence the customer base during underwriting — cohort retention, logo concentration, churn drivers, expansion headroom, and NPS — and translate findings into the 100-day value-creation plan. * Stand up a Bloom-standard retention forecasting discipline: renewal pipeline hygiene, churn risk scoring, save-play motion, and executive escalation paths. Target: >90% forecast accuracy on renewals inside 90 days. * Lead quarterly retention reviews with each portfolio company CEO and CRO; present to the Bloom Investment Committee on portfolio-wide retention health. Cross-Sell & Upsell * Design and install the expansion motion in each portfolio company: land-and-expand playbooks, account tiering, whitespace mapping, and CS-sourced pipeline discipline. * Build the commercial architecture for expansion — pricing and packaging, usage-based levers, multi-year uplift terms, and co-sell plays between CS and Sales. * Set and hold portfolio companies accountable to CS-sourced pipeline (SAO) and expansion bookings as a % of ARR (target: 15–25% depending on stage). * Drive NRR to >115% on platform investments and >110% on bolt-ons; eliminate preventable downsell through renewal segmentation and proactive value delivery. Customer Experience & Voice of the Customer * Raise the bar on customer experience across every touchpoint — onboarding, adoption, support, renewal, and advocacy. Benchmark NPS and CSAT portfolio-wide and publish the scorecard. * Install modern CX instrumentation: journey mapping, product-usage health scoring, digital-led customer success for the long tail, and AI-assisted CSM workflows. * Build the Voice of the Customer operating system — structured listening, closed-loop feedback, and monthly business reviews — and ensure signal flows back into product, GTM, and the boardroom. * Champion executive sponsorship programs, reference programs, and customer advisory boards that turn satisfied customers into pipeline and product conviction. Customer Success Operating Model * Define the Bloom-standard CS operating model: segmentation (enterprise / commercial / digital), CSM ratios, comp plans, success plans, QBR cadence, and health-scoring framework. * Build and certify the playbook library — onboarding, adoption, escalation, executive business review, renewal, expansion, and save — and coach portfolio CCOs on execution. * Drive tooling and data maturity: CS platform (Gainsight / Catalyst / Planhat), CRM hygiene, usage telemetry, and real-time dashboards that expose health and trigger action. * Lead the AI-in-CS agenda — deploy agentic workflows, predictive churn models, and automated success motions that let CSMs scale coverage without adding heads. Talent & Leadership * Serve as the executive talent architect for post-sale across the portfolio — recruit, assess, and upgrade CCOs, VPs of CS, VPs of Support, and Heads of CX. * Act as coach and mentor to portfolio CS leaders; run a quarterly Bloom CS Leaders forum to exchange playbooks, benchmarks, and talent. * Partner with Bloom's Talent team on compensation design, equity ladders, and succession planning for post-sale leadership. * Represent the customer voice at portfolio boards — influencing product roadmap, pricing, and go-to-market strategy through the lens of customer outcomes. Cross-Functional Partnership * Partner with Bloom's Operating Partners across Talent, Sales, Marketing and Product to ensure a joined-up value-creation plan in every company. * Collaborate with the Deal Team on diligence, 100-day planning, and add-on integration — particularly customer-base rationalization and cross-sell across acquisitions. * Be the firm's external face on customer success — speak at industry forums, build a referral network of CS executives, and bring best-in-class practices back into the portfolio. Target KPIs (Portfolio-Wide) * GRR >92% (platform), >90% (bolt-on) * NRR >115% (platform), >110% (bolt-on) * CS-sourced Expansion SAOs as % of total pipeline: >25% * Expansion Bookings Growth: >20% YoY * NPS >45 and CSAT >4.3 across portfolio * Renewal forecast accuracy >90% (90-day window) * Time-to-first-value reduction of >30% within 12 months of engagement Ideal Candidate You are a proven post-sale operator who has built customer engines that retain, expand, and compound. You have done it more than once, in more than one company, and you are known in the industry for it. * 10+ years in B2B SaaS or tech enabled services, including at least one tour as CS Functional leader in a >$10M ARR software or tech enabled services business. * Demonstrable track record of moving NRR from <100% to >115% and holding GRR above 92% through a full cycle. * Deep expertise in modern customer success — segmentation, digital CS, health scoring, AI-assisted workflows, and expansion commercial design. * Strong customer experience instincts — NPS/CSAT programs, journey orchestration, voice-of-customer systems, and executive sponsorship. * Experience operating under private equity ownership (sponsor-backed C-suite, board reporting, value-creation plans) is strongly preferred. * Comfortable with carve-outs, M&A integration, and high-velocity operational change across multiple companies simultaneously. * Based in or willing to relocate to the New York metro area; in-office presence in Midtown expected 4+ days per week when not traveling to portfolio companies. * Executive presence with credibility to coach sitting CEOs, partner with deal partners, and represent Bloom to LPs and the broader market. Why Join Bloom This is not an advisory seat. You will have a real mandate, real capital behind you, and real companies to operate on. Bloom is one of the most active sponsors in the lower-middle market for software and tech-enabled services — and we are doubling down on customer-led growth as our defining value-creation thesis. You will join a lean, senior operating team that values judgment over process, outcomes over activity, and direct partnership with founders and CEOs. You will have the platform to build something rare: a firm-level customer success practice that compounds across a portfolio and raises the bar for the asset class. Bloom Equity Partners is an equal opportunity employer. We welcome applications from candidates of every background and are committed to building a team that reflects the diversity of the businesses we back. Powered by JazzHR FqU8VIju20