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Compliance Risk Manager, Product and Marketing Compliance - Banking Advisory. The Compliance Risk Manager, Product and Marketing Compliance - Banking Advisory is an experienced individual contributor who supports the Compliance Advisory function through high-quality execution of reviews, monitoring,

BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity rese

BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity rese

Title: Senior Internal Auditor Employee Status: Regular Full Time Work From Home Option: Fully Remote FLSA Status: Exempt Job Overview The Senior Internal Auditor plans, executes, and reports on risk-based financial, operational, and compliance audits, and contributes to advisory projects that s

Job Description Location: New York, NY (hybrid) In this position, you'll be based in the New York office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at computershare.com/flex. We give you a world of potential We have a unique opportunity for someone to contribute their talents and strengths as a Customer Success Manager for the Investor Engagement Group. The Investor Engagement Group is a fast-growing business within Computershare, bringing together Georgeson's market-leading corporate advisory services with strategic investor intelligence and investor relations software solutions. Together, these offerings support public companies in navigating corporate governance, activism, M&A, shareholder meetings, investor relations, and shareholder engagement. Clients served are the most senior leaders at listed companies including Board of Directors, C-Suite executives, and senior management across investor relations, legal, governance and sustainability teams. The Investor Engagement business operates within Computershare Limited, a listed company with more than 25,000 issuer clients in 22 countries. Computershare is a global leader in transfer agency and share registration, employee equity plans, proxy solicitation, mortgage/loans services and communications, Computershare also specializes in a range of other diversified financial and governance services. A role you will love As the business expands its U.S. capabilities, we are seeking a strategic Customer Success Manager (CSM) to lead the post-sales journey for our Investor Relations software platform. This is not a passive support role; it is a high-impact position responsible for onboarding, adoption, and commercial growth. Reporting to the Head of Business Development, the role is responsible for building trusted relationships with senior issuer stakeholders - including C-Suite, IROs and Corporate Secretaries - driving renewals and expansions, and acting as the voice of the customer to inform product development. The CSM will lead issuer onboarding and adoption for our Investor Relations software platform, ensuring a seamless client experience, quick time-to-value, and long-term value realization. And working within the broader revenue team, will partner with Sales, Revenue Enablement, and Product to build scalable frameworks and playbooks that drive Net Revenue Retention (NRR) and turn customers into advocates. Some of your key responsibilities will include: Strategic Onboarding & Platform Adoption • Lead Implementation: Orchestrate the issuer onboarding process for our IR platform, managing timelines, data migration, and stakeholder training to ensure a rapid "time-to-value.", • Drive Adoption: Move beyond basic training to drive deep platform usage, aligning our software's capabilities directly with the issuer's specific workflow and governance goals., • Change Management: Act as a consultant to client teams, helping them transition from legacy processes to our modern digital solutions. Executive Relationships Management, • Trusted Advisor: Build and maintain high-touch relationships with C-suite executives (CEO, CFO, GC) and Heads of Investor Relations. Understand their strategic pressures and map our value proposition to their success., • Investor Relations Expertise: Leverage your understanding of capital markets to provide meaningful insights - not just software support - as a trusted advisor to clients and their investor engagement objectives. Renewals, Expansion & Retention, • Commercial Ownership: Own the renewal lifecycle, proactively identifying risk factors and securing on-time renewals., • Account Expansion: Identify upselling and cross-sell opportunities within existing accounts (e.g., adding new modules, seats, or advisory services) to drive account growth., • Churn Prevention: Monitor customer health metrics and intervene proactively to prevent churn. Scalability, Operations & Product Feedback, • Playbook Creation: Develop and refine repeatable customer success playbooks (e.g., Onboarding, QBRs, Renewal Risk) to support consistent outcomes as we scale., • Voice of the Customer: Serve as a primary conduit between the market and our Product team, aggregating user feedback and insights to influence the roadmap., • Cross-Functional Collaboration: Work with the Revenue Enablement Director to operationalize customer health scoring and automate touchpoints within RevOps tools. What will you bring to the role?, • Experience: 6-8 years of experience in customer success, account management, or client sales within a B2B SaaS, fintech or technology environment, • Operational Mindset: Proven ability to manage complex onboarding processes, drive product adoption, solve problems independently, and build processes and playbooks, • Commercial Acumen: Experience with commercial negotiations, including managing renewals, pricing discussions, and identifying expansion opportunities and reducing churn., • Executive Presence: Proven ability to build credibility and relationships with C-level executives and Board-facing professionals. Excellent communication skills and responsiveness. Preferred Qualifications, • Domain Expertise: Familiarity with Investor Relations (IR), Capital Markets, Corporate Governance, or Fintech. Understanding the workflow of a public company, CFO or IRO is a differentiator., • Customer Success Proficiency: Experience building customer success frameworks and playbooks and familiarity with our sales stack to align with our internal revenue operations., • Hybrid Background: Experience that blends both "high-touch" relationship management with customer success and "tech-touch" scale. Rewards designed for you Paid parental leave, flexible working and a caring and inclusive culture Health and well-being rewards that can be tailored to support you and your family, including paid time off, observed holidays, medical, dental and vision plans Invest in your future with 401k matching, setting aside salary to purchase shares in our company and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter Income protection. Our package includes short and long-term disability benefits, life insurance and supplemental life insurance And more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare, visit computershare.com/careershub. Compensation. The typical base pay range for this role is $120,000 - $135,000/yearly and this position is bonus/incentive eligible. This base pay range is specific to New York and may not be applicable to other locations. Computershare will use data analytics and artificial intelligence systems to help recruiters analyze and assess candidate and application information. These systems make our application and review process more efficient and assist our team in identifying candidates based on professional qualifications, skills and experience commensurate with the role applied for. All outputs from the systems are evaluated by our recruiters and are not the sole source of whether to consider a candidate for employment. #LI-Hybrid About Us A company to be proud of We're a global leader in financial administration with over 11,000 employees across more than 22 different countries. At Computershare, it's more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities. Fairness and culture We're dedicated to providing you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us. Our goal is to create an environment where everyone feels valued, to remove barriers and obstacles and ensure equal opportunities for all. For support with accommodations or adjustments during our recruitment process please visit computershare.com/access for further information. About the Team Since 1978, we've been trusted by companies around the globe to manage their shareholder registry, corporate actions and shareholder meetings and we're now the number one transfer agency in the world. As client needs evolved, so has our portfolio of services; extending our Issuer Services into equity and entity governance services to companies both public and private worldwide. Careers in Issuer Services could mean anything from assisting shareholders with their portfolios, enabling access to global markets or helping clients deliver on their equity and entity compliance requirements everywhere they operate.

Treasury Sales Officer III - Global FIG Insurance & Specialty New York, New York;Chicago, Illinois To proceed with your application, you must be at least 18 years of age. Acknowledge () Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge () Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge () Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge () Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients. Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges. At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts globally, FX, and commercial card services by complementing technology with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers willing to embrace technology and see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology. Responsibilities: * The Senior Treasury Sales Officer (TSO III) for the Global FIG Insurance & Specialty Finance Team will be responsible for managing a large portfolio of critical Non Bank Financial Institution Clients. * Leads all aspects of the treasury management relationship for a complex portfolio of existing and prospective global clients within the Insurance, Mortgage and broader Non Bank Financial Institution segments. The role partners closely with Corporate Bankers and cross functional stakeholders across Product, Compliance, Credit, Risk and Service to deliver differentiated, scalable global solutions aligned to client objectives and risk standards. * Drives responsible growth by originating new client relationships and expanding existing portfolios through the identification and cross selling of global payment and treasury solutions within an established risk framework. * Owns revenue, balance, and profitability outcomes for a dedicated client portfolio, with accountability for client planning, portfolio strategy, pricing discipline, and end to end proposal development and execution. * Maintains deep client focus supported by strong industry and subsector expertise, along with a broad understanding of bank structures and global treasury operating models. * Leads, coaches, and develops Treasury Sales Analysts, providing day to day guidance, prioritization, and mentorship to ensure high quality client deliverables and talent development. * Serves as a digital ambassador, championing mobile, digital, and real time payments adoption to enhance client efficiency and competitiveness. * Leads strategic, consultative dialogues with senior client stakeholders on complex, client centric issues, leveraging best practices, peer benchmarking, and industry data and analytics. * Sustains a high touch client engagement model through regular on site and virtual meetings, participation in industry conferences, roundtables, and targeted client events. Required Qualifications: * Minimum of 10 years of relevant experience in banking, treasury and/or financial services * Ability to Travel between up to50%of time including long day and some overnight travel. * Demonstrated track record of direct, comprehensive treasury management sales experience, including ownership of complex client relationships. * Proven ability to identify, analyze, and clearly articulate payment flows and associated risks across complex and higher risk client segments * Strong relationship building capability, with a history of fostering trusted partnerships internally and establishing credible, authentic rapport with senior client stakeholders. * Ability to effectively manage competing priorities in a fast paced environment while delivering a consistently high level of client satisfaction. * Sound judgment in balancing client objectives, team priorities, and the bank's risk and control framework. * Ability to operate effectively as a senior individual contributor while also serving as a highly collaborative member of a close knit, performance driven team. * Broad and deep knowledge of global treasury management products, services, and industry trends, with the ability to apply insights in client specific contexts. * Strong executive presence, both internally and externally, with demonstrated capability to lead C suite level discussions and influence decision makers. Desired Skills: * B.S. or B.A. in finance, accounting, management, or another undergraduate degree * Certified Treasury Professional Certification (CTP) or equivalent * MBA or Equivalent * International Cash Management, Card Solutions, and/or Trade & Supply Chain Finance experience * Inclusive and Inspiring: Seeking motivating team players who value collaboration, hard work, and celebrating shared success * Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align with the work we are doing for our clients and in our communities * Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo * Confident and Agile: Seeking strong, clear communicators who value giving and receiving feedback, easily build relationships, act decisively while being flexible and continuing to learn in the role. Skills: * Account Management * Business Development * Client Management * Client Solutions Advisory * Customer and Client Focus * Coaching * Portfolio Analysis * Presentation Skills * Relationship Building * Sales Strategy * Collaboration * Critical Thinking * Oral Communications * Prioritization * Prospecting Minimum Education Requirement: Bachelor's Degree or Equivalent Work Experience For internal employees; participation in a work from home posture does not make you ineligible to post. Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your "Know your Rights () " poster. View the LA County Fair Chance Ordinance () . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Job Summary: We are seeking a mission-driven Physician Assistant (PA) specializing in Gastroenterology to join our multidisciplinary team at Family Health Center. In this role, you will play a critical part in expanding access to specialized digestive healthcare for a diverse and underserved patient population. Our GI department will focus on the intersection of preventative care and chronic disease management. You will work alongside primary care providers to manage everything from routine colorectal cancer screenings to complex hepatology and inflammatory bowel disease. This is an ideal role for a clinician who is passionate about health equity, community medicine, and providing high-quality specialty care outside a traditional corporate hospital setting. Essential Functions: • Obtains and records patient history, • Perform comprehensive evaluations of patients referred for gastrointestinal, hepatic, and pancreatic-biliary symptoms., • Provide timely "curbside" or formal consultations to internal Family Medicine and Internal Medicine providers to streamline patient care., • Consults with physician as established in the collaborative practice agreement. Develops and implements a collaborative practice agreement in the specific clinical area and performs a periodic review of the collaborative agreement., • Completes diagnostic and therapeutic studies, • Completes charting in a thorough and timely manner, • Performs physical and medical screening examinations, • Works within legal, regulatory, and ethical practice standards, • Adequately manages patient flow in the Emergency Department, • Completes required courses, i.e., HIPAA, EMTALA and other CME /CEU requirements, • Orders diagnostic laboratory tests, radiological studies, or other therapies as appropriate, • Actively participates in staff meetings and risk management education, • Participates as a Member of the CWHMC CODE committee, • Establishes diagnostic decision-making and initiates a treatment plan, which may include ordering medications, and additional therapeutic modalities, etc., • Performs procedures as allowed by state law and under the direction of the supervising or collaborating physician, • Coordinates patient care with other members of the health care team. Initiates consultation requests to other health professionals to provide comprehensive patient management., • Performs a patient record review with the collaborating physician in a timely fashion but not less than every three months, • Other duties as assigned Job Requirements:, • Physician Assistant Certification, • Registration & Licensure by the New Jersey State Board of Medical Examiners/ Physician Assistant Advisory required OR, • Prior to work experience as a professional nurse., • 2 years of experience in Gastroenterology, or Internal Medicine., • Active DEA, • Updated report showing no sanctions by the New Jersey Division of Consumer Affairs - we should be going back 10 years -, • Basic Life Support (BLS) and Advanced Life Support (ACLS) Certifications by American Heart Association (AHA)., • Active membership in a professional organization preferred, • Ability and willingness to accommodate scheduled needs, including working extended hours, weekdays, overnights, weekends, and holidays. Knowledge and Skills:, • Excellent time management skills, • EMR Knowledge, • Strong verbal and written communication skills, • Medical and broad-based clinical emergency medicine knowledge, • Ability to work with all emergency department and hospital employees effectively and successfully Standard shift: Day shift Work Location: One location - transportation/ valid license required - Will also be going to satellite locations Functional/Technical Skills Requirements: • Comprehensive understanding of operational health care delivery systems and the current health care landscape. Skills and experience with the operational aspects of health care technology deployment. Familiarity and comfort with technology-based operational improvement., • Communications: Excellent written and verbal communications skills. Ability to take abstract, complex and/or technical information and break it down for a variety of audiences in a way that is meaningful for them

The Director level, Electronic Sales Trading role is the primary contact point for Institutional clients trading Low Touch equities in NAM. The role involves active day-to-day Low Touch sales trading coverage, idea generation, cross-product content delivery and market intelligence. The Sales Trader will also work with the broader franchise across Global Markets, including: High Touch Sales Trading, Program Trading, Prime Brokerage, Advisory and Derivatives Sales. The overall objective of this role is to help grow our electronic market share, generate commission, source liquidity and be a conduit for the customer base into the Equity markets. * Actively cover new and existing trading accounts to grow market share and overall Equities footprint * Act as primary point of contact for any/all Low Touch cash trading needs - providing a High Touch approach to service * Work closely with Sales and Execution Advisory Services teams to increase mindshare * Develop, implement and drive client coverage and growth strategy * Develop action plans and accountability framework to ensure we achieve our growth and market share goals * Actively market Citigroup's execution capabilities, contribute to team strategy and deliver a high level of customer service * Develop new relationships, cement current relationships and share existing relationships with Citi colleagues * Develop client ownership of high-profile Institutional accounts * Build a culture of responsible finance, good governance and supervision, expense discipline and ethics * Appropriately assess risk/reward of transactions when making business decisions, demonstrating proper consideration for the firm's reputation * Lead with strong risk and controls * Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance to ensure appropriate governance and control infrastructure * Be familiar with and adhere to Citi's Code of Conduct and the Plan of Supervision for Global Markets and Securities Services * Adhere to all policies and procedures as defined by your role which will be communicated to you * Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe * Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications * 10+ years of sales trading experience * Experience in a client-facing role working with the buy-side community * In-depth knowledge of equity market structure, analysis and fundamentals * Proven client relationships and Institutional client-specific knowledge * Hybrid knowledge of Low and High Touch equity trading * Broad client relationships preferred * Consistently demonstrate clear and concise written and verbal communication * Proven negotiation and persuasion skills and fluency in additional languages preferred * Must be able to obtain and maintain the following licenses: Series 7, 63, 57. Education: Bachelor's degree/University degree or equivalent experience Master's degree preferred. Institutional Sales Investor Sales Full time New York New York United States $200,000.00 - $300,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Please see the requirements listed above. For complementary skills, please see above and/or contact the recruiter. Mar 31, 2026 If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi () . View Citi's EEO Policy Statement () and the Know Your Rights () poster. Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Senior Global Benefits Manager Client Manager We are seeking a talented individual to join our Mercer Global Benefits Management (GBM) team. This role can be based in New York City. This is a hybrid role that has a requirement of working at least three days a week in the office. The Senior Global Benefits Manager Client Manager will be responsible for the overall delivery of Mercer's Global Benefits services provided to our clients. This role is critical to our strategy to grow our GBM and MMB Benefits and Advisory book of business as well as retain our GBM/MMB clients. Growing our GBM/MMB practice is a key initiative for Mercer's leadership team and will have the attention and spotlight of our Senior Executives. We will count on you to: • Determine client requirements and briefs client teams., • Provide guidance and direction to ensure deadlines, service standards and budgets are met., • Provide clear peer review advice for colleagues., • Manage international consulting relationships with client at senior management level. Handles more complex and difficult client issues., • Generate sales by expanding revenues from existing clients and by leading prospecting efforts with new clients., • Oversee intellectual capital and training initiatives including conceptualizing new client issue campaigns and tool development., • Determines the full scope of services provided to the client and sets roles/responsibilities within the client team., • Set strategic direction and creates demand for new products/services in the marketplace and leads successful global, regional or national marketing initiatives., • Make a measurable contribution through specialist research, developing intellectual capital, improving processes and representing the company at external seminars., • Delegate effectively to provide developmental opportunities to team members., • BA/BS degree., • Experience with global health and benefits in a consulting environment., • Minimum of 5 years of relevant work experience in the field of global health and benefits., • Meticulous attention to detail., • Strong analytical and problem-solving skills., • Excellent communication and interpersonal skills., • We help you be your best through professional development opportunities, interesting work, and supportive leaders., • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients, and communities. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

About The Role As a CBRE VAS Director, you will be accountable for the growth and performance of all business lines in a market and assisting a Managing Director in a region. Key areas include advising professionals, leading performance and service delivery, assisting the MD in driving client outcomes, talent (recruit, develop, and retain), and deployment of key platform initiatives. What You'll Do * Lead the performance of producers, handling workloads, ensuring performance targets are met and ensuring that team members are following guidelines and quality and risk management protocols. * Coordinate the training, development, mentoring and regular monitoring of direct report's performance. Resolve issues and address unique situations. * Responsible for client engagement and crafting new client relationships, growing existing relationships, and focusing on client outcomes. Perform industry and company research using online tools and publicly available information, assist in preparing reports and schedules for delivery to numerous parties. Promote the broader CBRE business and cross sell opportunities within the business. * Participate in development, deployment, and adoption of key VAS technology initiatives with focus on enhancing productivity and a consistently high-quality product. Drive adoption of groundbreaking operating platform, including technology and data as they are developed or supported within the company Digital &Technology strategy. Promote operational efficiency to achieve operational excellence, promoting national standardization and consistency. * Attend local industry events and develops a 'thought leadership' positioning in the local market. Conduct company, industry, and economic research and educate local area market teams. * Oversee risk identified through CBRE's Enterprise Risk Management Program and the VAS Quality Risk Management policies and procedures. * Supervise a mix of direct and matrix reports. Lead and support staff in areas of staffing, selection, training, development, coaching, mentoring, measuring, rewarding performance and retention. What You'll Need To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. * Bachelor's degree (BA, BS) from College or University required; Master's degree preferred (MA, MS or MBA). * A minimum of 7 years commercial real estate appraisal experience. * Prior experience in a supervisory and/or leadership in a position with team oversight responsibilities preferred. * Applicable Real Estate Appraisal Licenses (Certified General) required. * Professional designations (MAI) preferred. * Ability to comprehend, analyze, and interpret business documents. * In-depth knowledge of financial terms and principles. * Proficient in Microsoft Office Suite applications. Why CBRE When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants. Our Values in Hiring At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications. Applicant AI Use Disclosure We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process. Disclaimers Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future. About CBRE Group, Inc. CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at . CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the VAS Director position is $175,000.00 annually and the maximum salary for the VAS Director position is $200,000.00 annually. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. This role will provide the following benefits: 401(K), Dental insurance, Health insurance, Life insurance, and Vision insurance. Successful candidates will also be eligible for a discretionary bonus based on CBRE's applicable benefit program. Equal Employment Opportunity: CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada). CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)

Experience in Investment Banking (corporate finance/M&A) or equivalent. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. At Moelis, Associates are part of a uniqu

Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description: The Privacy Senior Associate supports Crowe's global privacy program by providing independent research, analysis, and privacy-by-design expertise. This individual will work closely with the Privacy Lead to independently operationalize privacy requirements, conduct internal monitoring, evaluate 3rd party solutions, support data protection risk assessments, maintain data maps, and support business teams in embedding responsible data practices throughout the product and software lifecycle. This role is ideal for someone who has strong analytical capabilities, experience with global privacy requirements, and an interest in emerging privacy regulations, data governance, privacy, and responsible innovation. This is a mid-level individual contributor (Senior Associate) role requiring autonomy and independent execution. Key Responsibilities: Operational Privacy & Compliance Support * Respond to internal inquiries submitted to the privacy inbox, providing foundational assessments and escalating to senior SMEs where needed. * Developing Firmwide Training and supporting related training activities. * Support internal privacy awareness initiatives, including training materials, intranet updates, and knowledge articles. * Create and maintain documentation, including policies, standards, and risk mitigation plans. * Prepare metrics, dashboards, and reports for privacy program operations and leadership updates. * Continuously track and assess evolving global privacy regulations, guidance from data protection authorities, and industry standards, translating developments into actionable compliance recommendations. Scoping and executing internal compliance monitoring activities. * Maintain and update privacy notices and consent mechanisms. * Operate with the independent judgment expected at the Senior Associate level. Data Mapping & Risk Assessments * Create, maintain, and enhance data flow diagrams and data inventories for various business processes. * Conduct and document Privacy Impact Assessments (PIAs), Data Protection Impact Assessments (DPIAs), AI Risk Assessments, and transfer impact analyses (TIAs). * Analyze data lifecycle processes to identify gaps, privacy risks, and areas requiring remediation. * Assist in monitoring compliance with global data protection regulations (GDPR, CCPA/CPRA, DPDP Act, HIPAA, PCI DSS etc.). * Demonstrate familiarity with Governance, Risk, and Compliance (GRC) software-preferably ServiceNow GRC or similar platforms-to support workflow management, risk tracking, and documentation within privacy and AI governance processes. * Work autonomously to deliver assessments and provide recommendations. Cross-Functional Collaboration * Work collaboratively with Legal, InfoSec, Firm IT, Data Governance, and other enabling functions. * Participate in meetings with business unit leaders as needed. * Support enterprise-level privacy initiatives, including cross-BU project coordination. * Collaborate with Marketing functions to review and advise on privacy requirements for email campaigns, consent management, cookie compliance, ad targeting, and other marketing activities involving personal data. * Acts as a trusted subject-matter contributor rather than an entry-level support role. Privacy by Design & Product Advisory * Support product, engineering, and business teams by advising on privacy-by-design practices throughout the product lifecycle. * Perform privacy reviews of new software, systems, and tools, especially those involving personal or sensitive personal data and/or AI capabilities. * Document identified risks and propose practical mitigation strategies. * Assist with evaluating privacy/security terms in vendor contracts, Data Protection Agreements, and other related artifacts. * Partner with Legal, InfoSec, IT, and Crowe Studio to ensure alignment with Crowe policies and standards. * This role performs these assessments independently with limited oversight, consistent with Senior Associate expectations. Additional Contribution Areas (Optional but Highly Valuable) * Maintain regulatory watchlists and contribute to policy updates. * Provide support for audits and evidence collection for compliance reviews. * Contribute proactively as expected of a Senior Associate. #LI-SAW #LI-Remote Minimum Qualifications: * Bachelor's degree required; advanced degree (Master's or JD) a plus. * 2-3 years of experience in global privacy, data protection, or risk/governance roles. * Certification strongly preferred: AIGP, CIPP/US, CIPP/E, CIPP/A, CIPP/AI, CIPM, or equivalent. * Strong understanding of global privacy regulations (GDPR, CCPA/CPRA, DPDP Act, etc.). * Strong analytical, research, and critical-thinking skills. * Excellent written and verbal communication skills. * Ability to work independently with limited oversight (required for Senior Associate), prioritize tasks, and manage ambiguity. Preferred Qualifications: * Experience with privacy tools (OneTrust, TrustArc, Collibra, DataGrail, etc.). * Experience collaborating with Marketing teams. * Experience reviewing contracts, DPAs, and technical documentation. Working Relationships: This role works closely with: * Chief Compliance and Privacy Officer * Privacy Team * Information Security leadership team * Legal & General Counsel teams * Client-facing partners * Enabling functions (Finance, Talent Solutions, Operations, Communications, etc.) Why This Role Matters: This position directly contributes to advancing Crowe's global privacy strategy by: * Scaling research and governance operations * Strengthening privacy-by-design across product and technology processes * Enhancing risk assessment and compliance documentation * Serving as an independently-operating Senior Associate capable of executing complex tasks without continuous supervision We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times. The application deadline for this role is 05/31/2026. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $65,800.00 - $135,400.00 per year. Our Benefits: Your exceptional people experience starts here. At Crowe, we know that great peopleare what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you! How You Can Grow: We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper! More about Crowe: Crowe () is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world. Crowe LLP 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, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws. Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge. Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable. We are committed to a merit-based hiring process, evaluating all candidates consistently using objective, job-related criteria such as relevant experience, demonstrated skills, measurable impact, and alignment with the role's responsibilities, and making employment decisions in a fair and inclusive manner free from discrimination. If you are interested in applying for employment with Crowe and are in need of an accommodation or require special assistance to navigate our website or to complete your application, please visit our Applicant Assistance and Accommodations page for more information:

Position Information Hiring Manager: Associate Director Department: Technology Solutions Department Overview The Technology Solutions ("TS") Department is responsible for designing and delivering state of the art technology solutions that are designed to create efficiency, mitigate risk and grow revenue for the Firm. Technology Solutions is also responsible for defining, managing and executing a robust Cyber Security program following the NIST Cyber Security Framework. Technology Solutions focuses on technical excellence through innovative application designs, robust data integration and analytics, high availability infrastructure and gold level service for our key stakeholders with information security embedded throughout. Critical functions within Technology Solutions include Project Management, Vendor Management, Business Analysis, Enterprise Data Governance and Stewardship, Application Development and 3rd Party Integration, Strategic and Secure Infrastructure and Operations. The Technology Solutions Department collaborates closely with Firm leadership and business unit heads to develop plans in line with business objectives. Position Responsibilities TS is seeking a highly motivated AI Solutions Analyst within the Modern Workplace Team to help advance the Firm's AI strategy. This role works closely with business and technology stakeholders to identify, shape and evaluate opportunities where AI can deliver meaningful business value. The AI Solutions Analyst conducts domain analysis, develops rapid proofs of concept, and supports AI initiatives and product evaluations aligned with long-term objectives. A critical aspect of this role is the ability to deeply understand business challenges and rethink functions with AI at the center. The successful candidate brings prior experience delivering AI-enabled solutions and a strong foundational understanding of modern AI systems, patterns and constraints to ensure proposed solutions are technically feasible. They are able to clearly convey how redesigned workflows will operate in practice, using proofs of concept, conceptual models or executive-level artifacts, to guide business partners toward AI-first approaches that effectively address their underlying goals. Ideal candidates will have prior experience in consulting, advisory, or internal transformation roles where they partnered with business leaders to deliver AI-enabled solutions. Responsibilities include: • Business Analysis & Solution Reimagination, • Serving as the primary Solutions Analyst for AI initiatives, working closely with business stakeholders to deeply understand their processes, challenges and objectives, • Assessing whether AI is an appropriate solution for a given business problem and identifying where it can deliver measurable business value, • Re-imagining business processes with AI-first approaches, including defining how processes must evolve with AI, automation or agent-based patterns are introduced, • Translating business needs into practical, actionable solution concepts grounded in modern AI capabilities and technical feasibility, • Defining solution requirements, assumptions and success criteria through user stories, processing mapping and stakeholder collaboration with a focus on enabling downstream delivery, • Proof of Concept & Evaluation, • Rapidly developing and iterating on proofs of concept using tools such as Copilot Studio, Power Automate and AI Foundry to validate solution viability and business impact, • Evaluating alternative solution approaches and communicating tradeoffs, feasibility and recommendations to stakeholders, • Presenting findings and recommendations to stakeholders and collaborating with business users to secure sign-off, • Project Coordination & Delivery, • Acting as the liaison between business stakeholders, the Modern Workplace Team and other cross-functional partners to ensure seamless project execution, • Conveying solution intent, requirements, facilitating knowledge transfer and supporting the team throughout the build process, • Leading user acceptance testing, coordinating solution launch activities and partnering with Change Management to drive training and adoption, • Monitoring project progress, resolving issues and ensuring that solutions meet agreed-upon business outcomes, • Utilizing Azure DevOps for tracking, prioritization and transparency, • Stakeholder Engagement & Communication, • Communicating complex AI concepts, solution designs and workflow changes clearly to both technical and non-technical audiences at all levels, • Staying current on emerging AI trends and best practices Candidate Requirements Qualifications & Experience: • Bachelor's degree in computer science, business or related field is required, • 7+ years of experience shaping and delivering technology-enabled solutions for complex business problems, ideally within Financial Services or consulting within the financial sector, • Demonstrated ability to apply AI concepts and patterns to real-world business challenges, with sufficient technical depth to assess feasibility, tradeoffs and determine appropriate solution approaches including:, • GenAI Solutions: Experience with LLM-enabled applications (copilots, summarization, drafting and Q&A), • Automation & Integration: Workflow orchestration, API calls, human-in-the-loop approvals and content safety guardrails, • Evaluation & Guardrails: Prompt testing, safe completions, role based access and data minimization, • Model Adaptation: Ability to guide or collaborate on model adaptation approaches (e.g., fine tuning, or prompt-based techniques) for domain-specific terminology and workflows, in partnership with development teams, • Agentic patterns & assistants: Understands that many AI solutions require composing multiple patterns (planning, tool use, reflection/verification and multi-agent orchestration) to achieve reliable outcomes. Can assess which pattern(s) fit a given business problem, define the operating model for the workflow (what AI does vs. what stays human-led) and communicate the design clearly enough for business alignment and developer implementation, • Prompt engineering & evaluation: Skilled at task framing, constraints, role instructions and iterative testing to drive reliable outputs, • RAG & enterprise grounding: Understanding when and how to ground LLMs in firm content (indexing / metadata strategy and retrieval quality) to improve accuracy and reduce risk, • PoC tooling literacy (not full build): Comfortable building proofs of concept that convey approach to business partners and tech frameworks to the development teams using tools such as Copilot Studio, Power Automate and AI Foundry, • Proven experience delivering end-to-end projects at enterprise-scale across multiple stakeholder groups driving measurable business outcomes, • Excellent interpersonal skills, with a view toward building and maintaining positive relationships between colleagues across technology and business teams, • An expert understanding of the software development lifecycle, while working with hybrid teams including staff and third-party vendors, • Ability to translate complex business needs into clear, actionable requirements, user stories and use cases to support effective solution design and implementation., • Proactive self-starter with a positive can-do and "no job too small" attitude, • Motivated by a fast paced, growing and complex environment, • Enthusiastic about working in office and creating a Gold Standard hybrid work culture Critical Competencies for Success Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. • Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome., • Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow., • Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances., • Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance. The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role., • Technical Support: Triages, troubleshoots and resolves technical support issues. Escalates issues as needed., • Software Development Principals: Utilizes software development, secure programming principles and a knowledge of programming languages to develop, configure and / or integrate new software and applications., • Business Needs Assessment: Identifies business needs across departments within the Firm to understand the challenges, goals and problems that the business needs to solve and identifies appropriate technical solutions., • Data Management and Information Security: Manipulates, restructures and / or queries data for various purposes, including reconciling issues in the database, designing database structures and / or generating reports. Adheres to governance principles and maintains data integrity and security., • Risk Management: Identifies, forecasts and articulates ways to pursue and manage informed risks in ambiguous, complex or uncertain situations based on sound value propositions and an analysis of potential rewards and costs., • Testing: Evaluates the functionality of an application, system or solution to ensure that requirements have been met and defects have been identified. Applies an understanding of end user requirements and usage in the end-to-end system to produce a quality product., • Industry Knowledge: Demonstrates an understanding of the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes and recognizes their relevancy and implications., • Technical Communication and Documentation: Documents and communicates technical processes and procedures in area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience., • Vendor Management: Manages and coordinates with external vendors. Researches and identifies new vendors as needed and monitors performance., • Relationship Management: Builds and maintains effective partnerships with internal clients and end users by advising on their needs and options, advocating for their business within the Technology Solutions department and managing expectations appropriately., • Project / Program Management: Manages Technology Solutions project elements considering conflicting priorities, interdependencies, business objectives, communications and available resources., • Innovative Mindset: Leverages an agile and creative mindset to drive innovative value creation, continuous process improvement and proactive learning through new technology, processes and people. Compensation and Benefits For New York Only: It is expected that the base salary range for this position will be $95,000 to $150,000. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an 'at-will position' and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors. Golub Capital is an Equal Opportunity Employer. Due to the highly regulated nature of Golub Capital's business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility. Please review Golub Capital's US Job Applicant privacy notice and, for California residents, the California Applicant privacy notice for information on how your personal data is collected, processed and stored.

Marine Client Advisor Marsh Specialty Marine is a growing, dynamic, and energetic team across the world and we are excited to be adding a Marine Client Advisor to our US East Zone team. If you have the qualifications we are seeking, we look forward to having you apply. We will count on you to: • Independently oversees and manages large or complex accounts and brings the entire team together to formulate the procedure and go to market strategy., • Works to maintain a near complete understanding of the clients' business strategic priorities, risk strategies and risk management needs to provide advice accordingly to successfully serve clients., • Utilizes expert risk expertise and knowledge of industry and insurance marketplace to review clients' exposures and loss experience and develop solutions for complex clients' needs, including recommending additional products and services as solutions., • Develops, presents, and oversees the execution of renewal/placement strategies in conjunction with Placement, Advisory Leaders, and Client Executives across all zones where product, industry or account criteria dictate., • Presents to prospective clients, identifies the need for new products, develops/suggests innovative solutions to client and client team members to gain new clients and projects., • Builds and maintains relationships with clients and ensures that their complex risk management needs are appropriately met., • Oversees the production of client deliverables and delivering the final placement to the client to ensure the quality of materials delivered to clients., • Engages in independent senior-level client interaction and demonstrates expertise in problem solving, areas of coverage and client relationships., • Five+ years' prior hull & liability experience as marine broker, underwriter or similar role, • College Degree preferred, • Solid knowledge of insurance and maritime industries, • Agile with Microsoft Office Suite, • Willing and able to travel occasionally, • New York, NY home base office The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Marsh Specialty Marine is a growing, dynamic, and energetic team across the world and we are excited to be adding a Marine Client Advisor to our US East Zone team. If you have the qualifications we are seeking, we look forward to having you apply. We will count on you to: • Independently oversees and manages large or complex accounts and brings the entire team together to formulate the procedure and go to market strategy., • Works to maintain a near complete understanding of the clients’ business strategic priorities, risk strategies and risk management needs to provide advice accordingly to successfully serve clients., • Utilizes expert risk expertise and knowledge of industry and insurance marketplace to review clients’ exposures and loss experience and develop solutions for complex clients’ needs, including recommending additional products and services as solutions., • Develops, presents, and oversees the execution of renewal/placement strategies in conjunction with Placement, Advisory Leaders, and Client Executives across all zones where product, industry or account criteria dictate., • Presents to prospective clients, identifies the need for new products, develops/suggests innovative solutions to client and client team members to gain new clients and projects., • Builds and maintains relationships with clients and ensures that their complex risk management needs are appropriately met., • Oversees the production of client deliverables and delivering the final placement to the client to ensure the quality of materials delivered to clients., • Engages in independent senior-level client interaction and demonstrates expertise in problem solving, areas of coverage and client relationships., • Five+ years’ prior hull & liability experience as marine broker, underwriter or similar role, • College Degree preferred, • Solid knowledge of insurance and maritime industries, • Agile with Microsoft Office Suite, • Willing and able to travel occasionally, • New York, NY home base office Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting . Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person. The applicable base salary range for this role is $92,500 to $197,100. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Senior Manager Of Software Engineering - Java/Python/AI. As a Senior Manager of Software Engineering - Java/Python/AI at JPMorganChase within the Credit and Consumer Banking Risk technology, you serve in a leadership role by providing technical coaching and advisory for multiple technical teams, as

Fraud advisory experience in financial services, FinTech, or consulting, including fraud risk assessments, control enhancement, investigations support, and stakeholder management. Advise client leaders on fraud risk requirements, risk appetite, governance, escalation paths, and decisioning approache

ATCA is recruiting a senior strategy advisor; an executive with a track record in healthcare transformation, clinical operations, or health system growth to serve on its Clinical Strategy Advisory Board. Value-Based Care & Population Strategy: Provide guidance on risk-based payment alignment, payer

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many locations across the United States and is looking for top talent. If you see this posting but don't see a location that works for you, feel free to apply and a recruiter will reach out to you to review your options. Job Responsibilities: * Build relationships with new clients with the goal of bringing in new bank and brokerage assets * Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills * Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments * Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research * Master referral opportunities to grow portfolio * Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) * Acquire new clients through converting referral leads * Manage client follow-up and adhere to all Regulatory and Compliance operating procedures * Ensure strict adherence to KYC/AML and other compliance norms * Partner with all roles on branch team to ensure all clients have a positive in-branch experience * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency * Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits Qualifications and Skills: * 5-8 years of experience serving in a financial advisory capacity * Experience in a proactive, successful sales and service role in the financial services industry * Strong analytical and financial skills * Strong verbal and written communication skills * Organized with strong attention to detail * Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred * Basic understanding of investment and financial planning strategies preferred * Must be a self-starter, problem solver and a goal-oriented team player able to work without direction * Securities Industry Essentials - SIE, Active Series 7, 66 (or 63 and 65) licenses * Group 1 Insurance License * This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures Education: * Bachelor's/University degree or equivalent experience Private Client Coverage Financial Planning Services Full time New York New York United States $70,000.00 - $70,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Please see the requirements listed above. For complementary skills, please see above and/or contact the recruiter. Nov 28, 2025 If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi () . View Citi's EEO Policy Statement () and the Know Your Rights () poster. Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? () If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (?subject=Accommodation%20request) (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to "sell the bank" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. * Assists MD's in setting strategy and objectives for defined business area * Responsible for managing client relationships, business development, and transactional activities * Applies industry/market/product knowledge to drive revenue production and business growth * Maintaining and growing book of clients and prospecting for new clients often in new areas previously not covered comprehensively by the bank * May lead deal teams * Mentors and coaches junior staff * The Director-level investment banker should act as the first line of defense and provide their industry expertise, company and management-specific knowledge to help the Risk and Credit teams assess risk and conduct appropriate due diligence * Fee generation balanced between M&A, debt and equity capital raising Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * BA/BS degree * Minimum of 10 years of related work experience * Experience in leading the execution of an extensive variety of client transactions covering the full advisory and capital raising spectrum * Advanced knowledge of industry, market, and products * Proven ability to develop, nurture and monetize "trusted advisor" client relationships with senior executives * Developing network of relationships with sector management teams, Boards of Directors and Private Equity Investment Professionals * Advanced analytical and technical skills combined with a problem solving attitude * Excellent interpersonal style, good listening skills and the ability to communicate complex ideas clearly and concisely * Strong partnering and leadership skills in a complex, matrixed environment Preferred Qualifications ? * MBA degree, with a Finance focus * 14+ years of related work experience * 6-8 years of management experience * The annual base salary for this position in New York is $300,000 General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site () . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law () E-Verify () IER Right to Work ()

A leading insurance advisory company is seeking a remote Commercial Lines Account Executive in New York.The role involves interacting with clients daily and supporting producers with risk management analysis and submissions.Key responsibilities include negotiating quotes with underwriters, assisting

Asset and Wealth Management (AWM). Goldman Sachs Engineers are innovators and problem-solvers, building solutions in risk management, big data, mobile and more. As the firm's primary investment area, we provide investment and advisory services for some of the world's leading pension plans, sovereign

Asset and Wealth Management (AWM). Goldman Sachs Engineers are innovators and problem-solvers, building solutions in risk management, big data, mobile and more. As the firm's primary investment area, we provide investment and advisory services for some of the world's leading pension plans, sovereign

Business Management Family Office Entertainment Opportunity with a growing nationally recognized leading CPA firm consistently being named among the Top Firms to Work For with a dedicated bicoastal division focus on the entertainment and music industry. This Jobot Job is hosted by: Nicole Poley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $140,000 per year A bit about us: We are seeking a dynamic and experienced Permanent Family Office Accountant/Account Manager to join our thriving business management team. This role is integral to the financial management of our high-net-worth family office clients within the Entertainment industry, providing comprehensive accounting, financial, and advisory services. The successful candidate will be proficient in Spanish, with a strong background in account management, accounts payable, and risk management. This role demands a deep understanding of accounting advisory, insurance, business management, commission schedules, tax packages, and client inquiries. A minimum of 5 years of relevant experience is required. Why join us? Company-sponsored events - Holiday Parties, Summer Outing, Tax Season Parties Mentorship Program Medical, Dental, and Vision Plans 401(k) Life Insurance Tax advantage accounts Flextime / Work at home incentives Employee referral program Job Details Responsibilities: • Handle the day-to-day financial management of high-net-worth family office clients, including but not limited to, accounts payable, account management, and risk management., • Provide comprehensive accounting advisory and financial services to clients, ensuring their financial affairs are managed efficiently and effectively., • Liaise with insurance providers to ensure optimal coverage for clients, managing claims and renewals as necessary., • Oversee business management activities, including the preparation and review of commission schedules and tax packages., • Respond promptly and professionally to client inquiries, providing expert advice and guidance as required., • Leverage your Spanish language skills to communicate effectively with Spanish-speaking clients and stakeholders., • Implement and maintain robust financial controls, ensuring compliance with all relevant regulations and legislation., • Bachelor's degree in Accounting, Finance, or related field. A master's degree or CPA designation will be considered an asset., • Minimum of 5 years of experience in a similar role, preferably within a family office setting., • Proficiency in Spanish is required., • Certified Payroll Professional (CPP) certification is preferred not required., • Demonstrated experience in accounts payable, account management, and risk management., • Strong knowledge of accounting advisory, insurance, business management, commission schedules, tax packages, and client inquiries., • Exceptional interpersonal and communication skills, with the ability to build strong relationships with clients and stakeholders., • High level of integrity and professionalism, with a commitment to maintaining client confidentiality., • Strong analytical and problem-solving skills, with the ability to make sound financial decisions., • Proficiency in using accounting and financial management software., • Ability to work independently, manage multiple priorities, and meet deadlines in a fast-paced environment. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

The Senior Consultant, Risk Advisory / Internal Audit directs and conducts operational risk-based audits, and consulting engagements to include assessing risks, developing audit plans and programs, performing audits, and evaluating/reporting on internal controls. Risk Advisory Senior Consultant. Pre

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Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Oversee and manage a team of auditors, providing guidance and support to ensure high-quality audit work that

At PwC, our people in risk and compliance focus on maintaining regulatory compliance and managing risks for clients, providing advice, and solutions. As a risk management generalist at PwC, you will provide advisory and practical support to teams across a wide range of specialist risk and compliance

Senior Customer Success Architect - Privacy Management OneTrust's mission is to enable innovation through the responsible use of data and AI. We believe that ensuring data is trusted shouldn't slow teams down—it should accelerate what's possible. This led us to develop the first technology platform for responsible data use in 2016. Today, with AI representing the latest and most impactful expansion of data yet, OneTrust is once again redefining what responsible innovation looks like. OneTrust, the AI‑Ready Governance Platform™, unifies regulatory intelligence, automation, and connected governance workflows so businesses can continue to move at the speed of AI while ensuring good governance to prevent data misuse at scale. Trusted by thousands of organizations worldwide, OneTrust is shaping the future where trusted data becomes a transformative force for business and society. Our goal at OneTrust is to bring the power of trust to companies all over the world. Using cutting-edge technology and a real-world approach to compliance, privacy, security, ethics, and third-party risk, we've created a no-nonsense platform to help supercharge the global push for trust. The Senior Customer Success Architect role is a strategic advisor within our Privacy/GRC/Compliance product portfolio. We are looking for motivated technical experts with significant industry experience to help ensure strategic success and achieve value while engaging with our portfolio of selected OneTrust customers. Specifically, we are looking for an architect to fit into our 'Privacy Management' product offering within our 'Privacy & Data Governance' Cloud. By 2025, approximately 75% of the global population is expected to have their personal information protected by modern privacy regulations. These laws vary from country to country, leading to confusion and conflicting requirements for safeguarding personal data. Handling privacy tasks manually increases privacy and security risk, threatens customer trust, and can result in the loss of the right to use data and heavy fines. We need someone who can advise them on the challenges they will face and how to overcome them as they look to use OneTrust to meet their business outcomes. If you have experience implementing a comprehensive privacy management program that brings about operational efficiencies and mitigates privacy risks and expenses, we would be interested in talking with you. Your Mission • Establish Trusted Advisor status with senior business and technology leaders., • Develop and present strategic application and architectural design documents leveraging OneTrust best practices., • Lead strategic workshops and develop high-level solution recommendations based on business objectives and feasibility trade-offs., • Deliver thought leadership through presentations, webinars, and learning events to highlight customer use cases and reference architectures., • Provide strategic subject matter expertise through advisory sessions, pre-sales support, and field assistance., • Collaborate with external teams to align roadmaps and technical architectures with strategic business goals., • Translate and implement strategic needs into functional OneTrust technology-driven solutions., • Proactively identify and analyze strategic issues/obstacles and recommend appropriate courses of action., • Successfully present to both implementation teams and C-level executives, earning their trust., • Advocate for customers by providing strategic insights to the Product organization on future release needs and challenges., • Refine and improve internal processes and methodologies based on strategic customer feedback and evolving industry standards., • Manage multiple strategic engagements simultaneously, ensuring timely and successful delivery., • Engage with customers to build long-term strategic relationships and ensure ongoing success., • Mentor junior team members to enhance their strategic skills and knowledge., • Demonstrated ability in management, mentorship, and organizational behavior., • Strategic thinker with the ability to quickly learn and apply new concepts, business models, regulations, and technologies., • Deep aptitude for communicating complex business and technical concepts using visualization and modeling aids., • Proven record of accomplishment of establishing trusted advisor relationships with senior stakeholders., • Demonstrated expertise in customer-facing privacy and security consulting, implementation, and advisory roles., • Impressive written and verbal communication skills, including proficient presentation abilities., • BA/BS in a related subject is required, • 3-5 years of experience in a Privacy role, • Demonstrated success working with enterprise customers on technical products, • Proven ability to engage across corporate functions (Professional Services, Engineering, Sales and Product Management), • Functional experience in troubleshooting software and web services, • Relevant certifications (CIPP/E, CIPP/US, CIPM, CIPT, FIP, GRCP, GRCA, AIGP, LPEC, etc.), • Knowledge of privacy, ethics, security, data governance, risk management, compliance, or sustainability concepts or industry trends, • Intermediate/ Expert working knowledge of the following:, • APIs (REST and SOAP), • File access, sharing, and/or management workflows (S3 and SFTP), • Various web application authorization types (Basic, Bearer, OAuth 2, API Key, Custom, Open ID Connect, etc.), • Related programming/scripting languages and libraries (JavaScript, Python, PowerShell, SQL, C#, Ruby, PHP, FreeMarker, etc.), • Extensive experience implementing and troubleshooting integrations Salary Range $104,325 - $156,487.50 USD Where we Work We are embracing an office-first culture, encouraging three days a week in office for most roles, with meaningful opportunities to collaborate and celebrate in person. Each role may have specific requirements or flexibility depending on the scope of the position, so we encourage you to verify this with your recruiter during your first interview. Benefits As an employee at OneTrust, you will be part of the OneTeam. That means you'll receive support physically, mentally, and emotionally so that you can do your best work both in and out of the office. This includes comprehensive healthcare coverage, flexible PTO, equity RSUs, annual performance bonus opportunities, retirement account support, 14+ weeks of paid parental leave, career development opportunities, company-paid privacy certification exam fees, and much more. Specific benefits differ by country. For more information, talk to your recruiter or visit onetrust.com/careers. Resources Check out the following to learn more about OneTrust and its people: • OneTrust Careers on YouTube You have the right to have your personal data updated or removed. You also have the right to have a copy of the information OneTrust holds about you. Further details about these rights are available on the website in our Privacy Overview. You can change your mind at any time and have your personal data removed from our database. In order to do this you must contact us and let us know you wish to be removed. The request should be made on the Data Subject Request Form. Recruitment fraud warning: OneTrust is aware of scams involving false offers of employment with our company. The fraudulent jobs, interviews and job offers use fake websites, email addresses, group chat and text messages. Be aware that we never ask candidates for personal information, IDs or bank information during the interview process. We do not interview prospective candidates via instant message or group chat, and do not require candidates to purchase products or services, or process payments on our behalf as a condition of any employment offer. Please note that any legitimate interview availability requests will come directly from a OneTrust recruiter with an "@onetrust.com" email address. You may also receive legitimate emails from "@us.greenhouse-mail.io". Recruiters will only reach out to candidates who

Those in financial due diligence at PwC will focus on providing strategic advice and business diligence services to clients in their mergers, acquisitions, and divestitures. As part of the IRMS team you are expected to provide insurance risk management advisory and merger and acquisition due diligen

Senior Manager, Internal Audit & Risk Advisory Services. The NFL's Internal Audit Department is seeking an Internal Audit & Risk Advisory Services Senior Manager for Information Security to lead and/or participate in audits of League Information Technology (IT) operations and compliance reviews of m

Tax Provision Manager - Tax Accounting & Risk Advisory (TARAS) - GCR.Location: New York, San Francisco, Los Angeles, Chicago, Houston, Philadelphia.At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and take your career

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 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 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 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 Partner, Real Estate Department: Tax, Real Estate Supervises: Directors 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 Partner in the Real Estate group here at Anchin, you will play a pivotal role in providing strategic tax guidance and solutions to clients within the real estate industry. You will be responsible for leading and managing tax engagements, developing client relationships, and contributing to the overall growth and success of the tax practice. The ideal candidate will possess extensive knowledge of real estate tax regulations, excellent leadership skills, and a proven track record of delivering high-quality client service. RESPONSIBILITIES: • Provide expert tax advice to real estate clients, including developers, investors, and property management firms., • Analyze and interpret complex tax regulations and legislation affecting the real estate industry., • Develop and implement tax strategies to optimize clients' financial positions and achieve their business objectives., • Lead and manage tax engagements related to real estate, ensuring timely and accurate delivery of services., • Oversee the preparation and review of complex tax returns, ensuring compliance with relevant regulations., • Monitor and manage client relationships, addressing client needs, and identifying opportunities for additional services., • Provide leadership and mentorship to a team of tax professionals, fostering a collaborative and high-performance work environment., • Conduct training sessions to enhance the team's technical expertise in real estate taxation., • Collaborate with other practice areas and departments to deliver integrated client solutions., • Actively participate in business development activities, including identifying new client opportunities and expanding existing relationships., • Contribute to the development of marketing strategies to promote the real estate tax practice., • Stay informed about industry trends and market developments to identify potential opportunities for the firm., • Ensure compliance with internal policies and external regulations. Education: • Bachelor's Degree in Accounting, Finance, or a related field., • 12+ years of experience in real estate tax, including a proven track record of successful tax planning and compliance., • Strong knowledge of federal, state, and local tax laws and regulations affecting the real estate industry., • Excellent communication and interpersonal skills, with the ability to build and maintain client relationships., • Proven leadership and management skills, with the ability to lead and inspire a team., • Business development experience, including a successful track record of client acquisition and retention. 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 Description Belief in Every Student's Promise At Opportunity Charter School (OCS), we hold a steadfast belief that every student can excel, irrespective of their learning differences. Beyond academic support, we are committed to offering comprehensive social-emotional support. Each grade level benefits from a designated social worker, learning specialist, and culture team member, ensuring a holistic approach to addressing our students' needs. Our overarching objective is to guide each student and equip them with a well-established academic and social foundation, as well as a profound understanding of their individual strengths and challenges. Position Summary Opportunity Charter School is actively seeking a dynamic and well-versed teacher who can effectively cater to the diverse needs of our exceptional student body. The ideal candidate will excel in cultivating strong, trusting relationships with students, fostering a welcoming and secure learning environment that promotes academic risk-taking. OCS teachers are data-driven and possess the skill to identify and address the individual needs of their students. We are searching for a dedicated individual who not only understands but also passionately advocates for our school's vision in every interaction with stakeholders. Candidates must be authorized to work in the United States. Opportunity Charter School is not able to provide Visa sponsorship. Responsibilities: • Demonstrate enthusiasm for the subject matter and a genuine passion for fostering a love of learning in students., • Engage in reflective practices, continually evaluating and refining teaching methods to enhance effectiveness., • Collaborate with a multidisciplinary team to create, implement, and regularly review individualized education plans for students with special needs., • Design and implement instructional plans aligned with curriculum standards, ensuring relevance and engagement for students., • Adapt teaching methods and materials to meet the diverse learning styles and abilities of students with special needs., • Lead an advisory group and oversee the implementation of our social-emotional curriculum within that class., • Establish and maintain a positive and inclusive learning environment, implementing effective behavior management strategies as needed., • Handle conflicts or challenges within the classroom, promoting a respectful and supportive learning community using restorative practices., • Conduct assessments to evaluate students' academic and developmental levels, and regularly monitor and document progress, and adjust teaching strategies accordingly., • Work closely with teachers, administrators, and other staff members to ensure the utilization of best practices with students., • Stay informed about current trends, research, and best practices in education through ongoing professional development., • Demonstrate teamwork, actively modeling cooperation and helpfulness for students., • Incorporate relevant technology to enhance teaching and learning experiences, promoting digital literacy skills., • Effectively communicate with students, parents, and colleagues, keeping them informed about progress, expectations, and any concerns. Benefits • Teachers' Retirement System of the City of New York Pension (The same pension plan that is provided by the NYCDOE), • OCS is one of only a few charter schools that offer TRS, • Opportunities for Per Session Pay, • Health Insurance, • Paid Time Off, • Dental Insurance, • Vision Insurance, • Life Insurance & AD&D, • Short & Long Term Disability, • Flexible Spending Account, • Commuter Benefits, • OCS participates in NYPFL Starting Salary: $63,755.00 - $90,268.00 per year Requirements: • Bachelor's degree is required. Master's degree preferred, • NYS Teacher Certification (Preferred), • If not certified, documented evidence of progress/pathway toward obtaining NYS Teacher Certification is required, • 8 hour shift, • NY State Teacher Certification (Preferred)

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

Job Description We’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 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 are sharing a specialised part-time consulting opportunity for professionals experienced in IT services consulting, enterprise technology advisory, systems integration, cloud architecture, cybersecurity review, data engineering, and structured technical transformation workflows. This role supports current and upcoming remote consulting opportunities focused on structured enterprise technology review, solution architecture assessment, implementation planning, technical documentation, vendor evaluation, cloud migration analysis, and high-quality project execution. Selected professionals will apply their IT consulting expertise to review realistic enterprise technology scenarios, evaluate technical recommendations, prepare structured written outputs, and support accurate, evidence-based technology consulting workflows. Key Responsibilities Professionals in this role may contribute to: Solution Architecture & Technical Advisory Review • Review enterprise technology scenarios involving solution architecture, technical recommendations, implementation planning, requirements gathering, and system design, • Evaluate architecture materials against business requirements, technical constraints, vendor capabilities, and documented decision criteria, • Support structured review of technology roadmaps, advisory materials, discovery notes, system diagrams, and implementation documentation, • Review scenarios involving cloud migration assessments, infrastructure design, DevOps pipelines, cybersecurity posture reviews, and enterprise platform modernization, • Evaluate technical outputs against cloud architecture principles, security standards, implementation requirements, and platform-specific constraints, • Support structured review of AWS, Azure, GCP, NIST, ISO 27001, SOC 2, ITSM, DevOps, and infrastructure-related materials, • Review IT consulting scenarios involving systems integration, enterprise applications, vendor evaluation, data engineering, analytics, AI/ML implementation, and post-implementation review, • Evaluate materials connected to platforms such as SAP, Salesforce, ServiceNow, Workday, cloud data platforms, analytics tools, or similar enterprise systems, • Annotate, label, or validate technical consulting outputs across use cases such as vendor selection, migration planning, infrastructure review, and enterprise application implementation Strong candidates may have: • 3+ years of professional experience in IT services consulting, technology consulting, systems integration, enterprise architecture, cloud advisory, cybersecurity consulting, data engineering, digital transformation, or technical implementation advisory, • Background in one or more areas such as IT strategy, cloud migration, solution architecture, cybersecurity risk assessment, data engineering, analytics, AI/ML implementation, SAP, Salesforce, ServiceNow, Workday, or enterprise application consulting, • Familiarity with consulting workflows involving discovery workshops, requirements gathering, vendor evaluation, migration planning, solution design, implementation review, and technical documentation, • Comfort reading and preparing technical consulting artifacts such as architecture diagrams, implementation plans, vendor assessments, migration plans, security reviews, infrastructure designs, and technical recommendations, • Strong analytical thinking and written communication skills, • A degree or professional background in computer science, information technology, information systems, engineering, cybersecurity, data engineering, business technology, or a related technical field is helpful, • Experience at an IT services firm, systems integrator, technology consultancy, enterprise advisory team, or large-scale technology environment, • Familiarity with AWS, Azure, GCP, TOGAF, Zachman, NIST, ISO 27001, SOC 2, ITSM, DevOps, SAP, Salesforce, ServiceNow, Workday, or enterprise architecture frameworks, • Experience preparing or reviewing discovery workshop notes, requirements documents, cloud migration plans, security assessments, vendor evaluations, solution architecture materials, or implementation plans, • Certifications such as AWS Solutions Architect, Azure Solutions Architect, GCP Cloud Architect, CISSP, PMP, TOGAF, ITIL, or related credentials are helpful, • Apply enterprise technology consulting expertise to structured remote project work, • Contribute to high-quality solution architecture review, cloud assessment, security analysis, and systems integration evaluation, • Work on flexible assignments aligned with your technical consulting background, • Use your technology advisory 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 $80–$110 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 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 Business Development Representative Company Overview Topaz HR Advisory is a dynamic outsourced HR firm serving companies across diverse industries, specializing in a broad spectrum of HR and employee relations projects. Position Overview We are seeking a motivated and driven Business Development Representative to help expand our client base and support company growth. This role is ideal for someone with approximately one year of professional experience who is eager to build relationships, generate new business, and close deals. We value work ethic, persistence, and a results-oriented mindset above all else. Location: West Orange, NJ Schedule: Full Time, Monday – Friday, 9:30 am - 5:30 pm Hourly Rate: $20 - $25 w/ Benefits: Health, Vision, Dental, 401k w/match & PTO Key Responsibilities • Proactively identify, pursue, and develop new business opportunities, • Conduct outbound outreach including cold calls, emails, and strategic follow-ups, • Schedule and attend client meetings (virtual and in-person), • Represent Topaz HR at trade shows, networking events, and industry functions, • Travel as needed to meet prospective clients and strengthen relationships, • Maintain consistent follow-up to move prospects through the sales pipeline, • Accurately track activity, opportunities, and client interactions within CRM systems, • Approximately 1 year of professional experience (sales, customer service, or business-related experience preferred), • Strong communication and interpersonal skills, • Comfortable with outreach, networking, and confidently asking for the business, • Willingness to travel and attend trade shows/events (reliable transportation required), • A strong sense of ownership over your pipeline and results, • Consistent effort in outreach, prospecting, and follow-up, • Professionalism when representing the company, • A proactive, “go-getter” mindset with a desire to close deals Please Note: Topaz HR is conducting this search on behalf of one of our clients. The employer's name will be disclosed during the interview process, and all hiring decisions will be made directly by the client. Company DescriptionTopaz HR is a full-service human resources consulting firm that partners with growing businesses to streamline HR operations and build strong, compliant workplaces. Based in West Orange, New Jersey, Topaz HR provides strategic guidance and hands-on support across areas such as talent acquisition, employee relations, compliance, payroll and HRIS support, benefits consulting, and leadership development. With decades of combined HR and business experience, the Topaz team helps organizations attract, retain, and develop top talent while reducing risk and allowing leaders to focus on growing their business.Topaz HR is a full-service human resources consulting firm that partners with growing businesses to streamline HR operations and build strong, compliant workplaces. Based in West Orange, New Jersey, Topaz HR provides strategic guidance and hands-on support across areas such as talent acquisition, employee relations, compliance, payroll and HRIS support, benefits consulting, and leadership development. With decades of combined HR and business experience, the Topaz team helps organizations attract, retain, and develop top talent while reducing risk and allowing leaders to focus on growing their business.