Risk advisory jobs in New York, New York - Page 5Create job alerts

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor - New Jersey Position Overview World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. Primary Responsibilities • Identify, prospect, and cultivate new business, with a focus on commercial accounts, • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing, • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential, • Must have proven experience with a range of insurance solutions to bring value to clients, • Must be willing to become each client’s trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services), • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business, • It is meaningful, but not mandatory, if you have:, • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company’s training program;, • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and, • Built and presented client “pitch decks” / presentations. Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-CM1 Powered by JazzHR zmFnpjpwxr

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

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

Job DescriptionCompany Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary Independently leads client service, strategy, AND renewal messaging on larger, more complex middle market accounts, while collaborating closely on strategy and renewal messaging with senior colleagues on more complex and larger clients. No or limited number of small accounts. Skilled at selling all of World to larger middle market accounts. Primary Responsibilities • Create and deliver WIA service plan, • Create solutions and make recommendations in preparation for the strategy meeting with Client Advisor., • Reviews exposures against coverages and performs gap analysis, • Leads mid-market placements and collaborates with Subject Matter Experts to ensure smooth and efficient placement processes, offering insights and recommendations., • Review, finalize and participate proposal meeting, • Document clients order to bind and review binder for accuracy, • Participates or leads in post renewal meeting, • Participates or leads in stewardship planning and delivery for large clients, • Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative., • Able to obtain firsthand customer information and use it for improvements in placements and services., • Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs., • Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects., • Able to consistently perform/produce quality work, understands the urgency in various tasks, and consistently meets timelines., • Proficient in self-serve portals and manages client training and utilization, • Strong understanding of Excel, • Follows a well-established set of activities., • Able to solve difficult problems that are not routine, but not overly complex., • Ability to work in a fast-paced environment with some instruction and a high degree of accuracy and attention to detail. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. Compensation This position is located in New Jersey. The base salary for this position at the time of this posting may range from $90,900 to $112,200. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit for more details. #LI-MA1 Powered by JazzHR ZqCrpo4Rgs

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

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

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 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 DescriptionSalary: Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion. The Role: We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role. This position will be part of our New York team and the ideal candidate will live in the NY tri-state area. This is a hybrid role that does not require being in the NY (Hudson Yards) office on a daily basis. Responsibilities: • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio., • Assess clients overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy, • Prepare customized proposals for clients and prospective clients, • Assists in the development of complex and highly customized financial portfolios, • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations, • Develop asset allocations to meet clients risk profile and time horizon, • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings, • Co-manage and provide leadership within the team, • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients, • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.), • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory, • Conduct branch marketing meetings and training for the advisors of our custodial partners Qualifications: • 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work, • Demonstrated business development track record, • CFP required. Other credentials a plus, • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field, • Very strong knowledge of finance and capital markets required, • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies, • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis, • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career, • Strong abilities to multi-task, manage various client requests and effectively prioritize, • Unquestioned commitment to integrity in personal and professional activities, • Demonstrated ability to work effectively in a team environment, • Confidence to work directly with senior leaders and high-net worth clients Benefits: • Medical / Dental / Vision / Life / Disability Insurance, • High-deductible plan option with health savings account, • Employee assistance program, • Wellness allowance $75 monthly, • Bereavement leave 3 days paid for immediate family member or pet, • 401k with 3% match, • Commuter benefits, • Parental bonding leave up to 100% of salary for 12 weeks, • Donation match up to $500 annually, • Birthday PTO, • Learning and Development stipend up to $1000 annually, • Volunteer PTO 1 day per quarter, • Monthly cell phone allowance $75 monthly BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Description Rumble is the Freedom-First technology platform. We proudly offer a video platform, cloud services, advertising solutions, and a non-custodial cryptocurrency wallet. The Legal Counsel - Media will support Rumble's video and advertising businesses, as well as intellectual property management, commercial contracting, and emerging digital asset initiatives, including non-custodial crypto products. This role is best suited for an attorney with 5–10 years of relevant experience, including in-house advisory work. Key Responsibilities • Draft, review, and negotiate a variety of commercial agreements, including vendor, services, talent, licensing, nondisclosure, and technology contracts., • Provide practical legal advice on intellectual property, marketing, content, risk, compliance, and privacy matters., • Support content, marketing, and media initiatives by reviewing campaigns and materials for legal and regulatory compliance, including advertising, social media, rights, and clearances., • Collaborate cross-functionally with Marketing, Content, Sales, HR, Finance, Tech, and Product teams to align legal guidance with business objectives., • Maintain and improve contract templates, playbooks, and processes to drive efficiency and consistency., • Support legal and compliance operations, including matter management, document management, and internal training on legal policies.Requirements, • 5–10 years of legal experience, with a mix of in-house and law firm experience preferred., • Strong experience drafting and negotiating commercial contracts., • Experience in media, entertainment, or digital content, including advertising, content production, talent agreements, licensing, or digital platforms.Skills & Attributes, • Excellent legal drafting, negotiation, and analytical skills with strong attention to detail and sound judgment., • Ability to translate legal risk into practical, business-oriented advice., • Strong communication and collaboration skills, with the ability to work across all levels of the organization., • High integrity, professionalism, and ownership mindset, with the ability to manage multiple priorities and deadlines.Education & Licensing, • Juris Doctor (J.D.) from an accredited law school., • Active license to practice law in good standing in at least one U.S. jurisdiction., • Ability to obtain any additional in-house authorization required by the company's location.Travel $110,000 - $150,000 USD base + benefits + equity Note: The salary range listed for this position is a good faith estimate based on experience, qualifications, and internal compensation structure. The actual salary offered varies depending on the candidate's skill level and experience. This posting refers to an active vacancy within the organization. Why Our Team Loves Working Here: • We are making a significant financial impact for our video creator community; we're proud of their success stories, • We enjoy challenging the status quo and going head-to-head against Big Tech, • We aren't afraid to try new things; we act fast and want to win Physical demands of the position: While performing the duties of this job, the employee is regularly required to sit for prolonged periods of time while using a computer and/or keyboard. The employee is required to communicate verbally and hear. The employee may be required to walk, reach with hands and arms, balance, and stoop or kneel. The employee may occasionally be required to lift and/or move up to 15 pounds. Specific vision abilities required by this job include clarity of vision at approximately 20 inches or less (i.e., working with small objects or reading small print), including the use of computers.

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

Job Description About us: We believe the next generation of financial services will be powered by stablecoins. Founded in 2021, our mission at BVNK is to accelerate global money movement. We're building stablecoin-native infrastructure so businesses can move value instantly across borders and networks. With global licenses and T1 bank partnerships, we facilitate billions in transactions for enterprise clients like Worldpay, Deel, LianLian Global, and Rapyd. Our technology is transforming how businesses operate globally by eliminating payment delays, reducing costs, and unlocking trapped capital. We're a diverse team spread across EMEA, North America, and APAC, with a shared belief that stablecoins are the new infrastructure layer for financial services, and that BVNK is at the forefront of this shift. In 2025, we secured strategic investment from Visa, following our $50 million Series B with Haun Ventures, Coinbase Ventures, Scribble Ventures, DRW Venture Capital, Avenir, and Tiger Global. With the backing of these leading investors, we're accelerating our growth – and we're looking for smart, ambitious people to help us build the future of financial services. We're incredibly honored to have made Newsweek's list of The Top 100 Global Most Loved Workplaces three years running (most recently in 2025) and to have been recognised by LinkedIn as one of the Top 20 Startups in the UK in 2024. About this role in the team: BVNK is seeking a Regulatory Counsel to support and execute on regulatory matters across the US, while remaining deeply embedded in product advisory and day-to-day regulatory engagement. This is a hands-on role focused on advising the business on US financial regulation, working closely with the US CEO and leadership team. You will play a key role in managing regulatory relationships, responding to regulators, and ensuring regulatory considerations are effectively integrated into business and product decisions. The role combines practical regulatory advisory with direct regulatory engagement. You will support licensing efforts, provide clear and commercially grounded guidance to senior stakeholders, and act as a key point of contact for regulators as BVNK continues to scale in the US. You'll also gain direct exposure to working with Mastercard, providing visibility into large-scale enterprise payments infrastructure and regulatory environments at a global level. Key Areas of Responsibilities: Regulatory Advisory • Provide clear, practical regulatory advice across US payments, money transmission, and financial services regulation., • Support the US CEO and senior stakeholders with commercially grounded guidance on regulatory risk and business decisions., • Interpret and apply regulatory requirements to new and existing products, ensuring compliance is embedded into product design and delivery.Regulatory Engagement, • Act as a key legal point of contact for US regulators, including drafting responses, managing enquiries, and supporting ongoing supervisory engagement., • Build and maintain credible, professional relationships with regulators and relevant authorities., • Support regulatory interactions in a way that reinforces BVNK's reputation as a trusted and compliant operator.Licensing and Regulatory Support, • Support US licensing strategy and applications, including state money transmitter licences and other relevant approvals., • Assist with ongoing regulatory obligations, filings, and supervisory requirements., • Advise Product, Engineering, and Commercial teams on regulatory requirements relevant to payments and financial services products., • Provide practical legal input on the structuring and launch of new products and features., • Support commercial agreements where regulatory structure is a key consideration.Regulatory Risk and Horizon Scanning, • Monitor regulatory developments across US financial services and assess their impact on the business., • Highlight emerging risks and provide clear recommendations to stakeholders., • Support a proactive approach to regulatory change, ensuring the business stays ahead of evolving requirements.Legal Team Collaboration, • Work closely with the wider BVNK Legal team on regulatory matters, product initiatives, and strategic projects., • 5–10 years of legal experience in financial services, payments, or fintech, with strong exposure to US regulatory frameworks., • Solid understanding of money transmission, payments law, and financial regulatory compliance., • Experience engaging with regulators and supporting regulatory enquiries or licensing processes., • Ability to translate complex regulation into clear, practical, and commercially focused advice., • Comfortable operating in a fast-paced environment with a high degree of ownership., • Strong stakeholder management skills, with experience advising senior leadership., • In-house experience preferred, with a pragmatic and hands-on approach., • Fair and competitive salary at every stage of your growth, • Meaningful ownership in the business through our employee option scheme, • Flexible working hours, with hybrid working at its heart, • A culture built on passionate, growth-minded people, • A flexible approach to holiday, • Opportunities to travel to our offices around the world

Job DescriptionSalary: $200,000 - $275,000 NKSFB, LLCis the largest business management firm in the country, with more than 600 employees working from seven offices in the Los Angeles and New York City area. We work alongside the worlds top artists in music, film, and television, as well as athletes, executives, entrepreneurs, and other high achievers, offering a sophisticated range of concierge-style services to meet their lifestyle management needs. Job Title:Tax Director Reports To:Tax Partner FLSA Status:Exempt Department:Tax Salary Range: $200,000 $275,000 Your Role: Our Tax team is s seeking a high level tax professional to take on the role of Tax Director at our New York City office. The ideal candidate will oversee complex tax strategies, compliance, and advisory servicesprimarily for high-net-worth individuals, entertainment clients, family offices, and closely held businesses. What will you do? Tax Planning & Strategy • Design and implement tax-saving strategies for individuals and business entities, • Oversee the preparation and review of federal, state, and local tax returns, • Serve as a trusted advisor to high-net-worth individuals, entertainment clients, and family offices, • Provide guidance on significant financial decisions (e.g., acquisitions, real estate, partnerships), • Collaborate with external advisors on tax and financial matters, • Manage, mentor, and develop tax staff and managers, • Facilitate training and continuing education, • Represent clients during IRS and state tax audits or disputes, • Handle complex notices, correspondence, and negotiations What Do you Need to Succeed: Strong knowledge of: • Partnership and S-Corporation taxation, • Multi-state taxation, • Pass-through entity tax planning and compliance, • High-net-worth individual taxation, • U.S. foreign reporting and compliance, • Taxation of U.S. non-resident aliens Key Skills • Advanced tax technical expertise, • Strong client relationship management, • Exceptional attention to detail and ability to meet tight deadlines Preferred (Not Required) Software Experience • CCH Axcess Tax, • CCH Axcess Workflow, • CCH Document, • CCH Engagement, • BNA Income Tax Planner Education and Experience Requirements: • Bachelor's degree required in Accounting or a related field., • CPA (Certified Public Accountant) or EA (Enrolled Agent license., • 7-12+ years of relevant tax experience Physical Demands and Work Environment: • Occasional standing, walking, crouching, and regular lifting up to 15 pounds., • Frequent use of hands and reaching with hands and arms., • Regularly talking, hearing, seeing, and sitting., • Low to moderate to loud noise level., • Risk of electrical shock. Salary Range:The salary range for this role is$200,000 $275,000and represents the firms good faith and reasonable estimate of the range of possible compensation at the time of posting. Actual compensation will be dependent upon a number of factors, including but not limited to, the candidates relevant experience, qualifications, and location. What We Offer:NKSFB offers a great variety of benefits and perks to our employees. Some of these include: • Medical, Dental and Vision coverage, • Flexible Spending Account, • Basic Life and AD&D, • Voluntary Life and AD&D, • Long Term Disability, • Voluntary Critical Illness and Cancer, Hospital Indemnity and Accident Coverage, • Genetic Screening and Cancer Support, • Pet Insurance, • Accrue 20 PTO days annually, • 401k, Match and Profit Sharing Plan, • 10 Paid Holidays and 1 Floating Holiday The job duties listed are typical examples of work performed by positions in this job classifications and are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks and responsibilities. Employees may also perform other duties as assigned. NKSFB, LLCis an Equal Opportunity Employer and is committed to diversity and inclusion. If youre a qualified candidate with a disability and you need a reasonable accommodation in order to apply for this position, please contact us . We collect your personal information when you apply for employment at NKSFB, LLC. To learn more about our data privacy practices, please view ourEmployee Privacy Policy.

Job DescriptionCompany Description As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies. Wilshire advises on over $1 trillion in assets for some of the world’s largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide. Job Description The Senior Analyst will be responsible for supporting the firm’s comprehensive compliance program as an SEC Registered Investment Adviser. This individual will work closely with the Chief Compliance Officer and other stakeholders to help ensure adherence to regulatory requirements, corporate policies, and industry best practices. This position reports to the Chief Compliance Officer. Responsibilities: • Assist with the maintenance, and ongoing administration of the firm’s compliance program in accordance with SEC rules and other applicable regulations., • Conduct the annual review and update of the Compliance Risk Assessment and oversee ongoing refinement of compliance policies and procedures., • In conjunction with the CCO, draft, update, and maintain the annual compliance testing plan, • Conduct routine and ad hoc compliance testing and monitoring, including forensic testing and trade surveillance, to identify and address potential compliance risks., • Coordinate and assist the CCO with the firm’s annual compliance program review, including documentation of findings and remediation efforts., • Assist with preparing compliance decks and updates for presentation to various Wilshire and parent company committees and Boards, • Conduct comprehensive reviews of marketing and advertising materials (including websites, presentations, RFPs, and social media) for regulatory compliance and firm brand standards., • Periodically review and update standard compliance responses for RFPs and DDQs., • Provide backup support for employee compliance with the code of ethics, including personal trading surveillance, gifts and entertainment logs, and outside business activity disclosures., • Assist with certain regulatory filings (e.g., Form ADV, Form CRS, 13F, etc.) and maintain accurate compliance records and documentation., • Assist with the preparation for and management of regulatory exams, audits, and other inquiries from the SEC and other regulators., • Monitor regulatory developments and assist in evaluating their potential impact on the firm’s compliance program., • Respond to compliance questions and escalated matters from business units in a timely and thoughtful manner., • Perform other compliance-related duties and special projects.Qualifications, • Undergraduate degree (Business, Finance, Accounting, Legal Studies or related field preferred), • At least 3 years of experience in a compliance, legal, or audit role within the investment advisory industry, preferably at an SEC-registered investment adviser, • Strong knowledge of SEC regulations including the Investment Advisers Act of 1940 and related compliance requirements, • Familiarity with compliance monitoring, testing protocols, and risk-based assessment approaches, • Experience reviewing marketing/advertising for regulatory compliance (SEC Marketing Rule), • Excellent attention to detail and highly organized with strong analytical and problem-solving skills, • Outstanding verbal and written communication abilities, • High ethical standards and discretion in managing sensitive/confidential information, • Ability to work collaboratively within a team and across departments, • Ability to manage multiple priorities in a fast-paced environment, • Proficiency with Microsoft Office, SharePoint and compliance monitoring platforms (e.g., ACA ComplianceAlpha, Dasseti) is a plus, • Progress toward, or completion of, a relevant compliance certification (e.g., IACCP or similar) a plus Additional Information • This position will work on a hybrid model out of our Santa Monica or New York office Visit for additional company information. Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions. We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive. If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at or 310-584-6011.

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

Job Description Capgemini is a leading technology consulting company specializing in insurance product innovation, technology modernization and operational transformation. We partner with top-tier U.S. insurers to enhance product portfolios, drive growth, and modernize operations. This is an exciting opportunity to work with leading insurers on high-impact projects, leveraging data-driven strategies and InsurTech solutions to reshape the future of Captive Insurance. Join us and contribute to strategic innovation, regulatory excellence, and digital transformation in the insurance industry. As a Captive Insurance SME, you will lead digital transformation initiatives for a major insurance carrier’s captive solutions business. You will bring deep domain expertise in Group Captive insurance structures. You also possess experience in P&C Commercial Lines, Group Captive, and Specialty Insurance as a domain consultant. Collaborate with cross-functional teams to modernize platforms, enhance customer experience, and optimize underwriting, risk management, and compliance processes. • Strategic Advisory & Transformation, • Lead digital transformation strategy for captive insurance offerings including fronting, group captives, and protected cell facilities., • Advise on modernization of captive management platforms, data analytics, and risk control systems., • Collaborate with underwriting, legal, actuarial, and claims teams to align digital initiatives with business goals., • Client Engagement & Delivery, • Serve as the primary SME for captive insurance in client engagements., • Support feasibility studies, operational reviews, and digital enablement of captive formation and management., • Design and implement technology solutions that support fronting arrangements, reinsurance structures, and regulatory compliance., • Innovation & Product Development, • Identify opportunities to enhance captive solutions through automation, AI, and digital workflows., • Develop frameworks for rent-a-captive models and group captive participation using digital onboarding and analytics., • Support the creation of bespoke coverage and credit solutions enabled by digital tools., • Thought Leadership, • Represent Capgemini in industry forums and contribute to white papers and client workshops., • Stay current on regulatory changes, market trends, and emerging technologies in the captive insurance space. Requirements • 10+ years of experience in captive insurance, including fronting carrier models, group captives, and protected cell structures., • P&C Commercial Lines, Group Captive, • Other Specialty Insurance Domain like Crime, Management and Professional Liability and Multinational Solutions., • Proven track record in leading digital transformation or technology modernization initiatives within insurance., • Deep understanding of underwriting, credit, legal, claims, and actuarial functions as they relate to captives., • Experience working with global domiciles and regulatory environments., • Strong communication and stakeholder management skills. This position comes with competitive compensation and benefits package: • Competitive salary and performance-based bonuses, • Comprehensive benefits package, • Career development and training opportunities, • Flexible work arrangements (remote and/or office-based), • Dynamic and inclusive work culture within a globally renowned group, • Private Health Insurance, • Retirement Plans, • Paid Time Off, • Training & Development About Capgemini Capgemini is a global leader in partnering with companies to transform and manage their business by harnessing the power of technology. The Group is guided everyday by its purpose of unleashing human energy through technology for an inclusive and sustainable future. It is a responsible and diverse organization of over 340,000 team members in more than 50 countries. With its strong 55+ year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms. The Group reported €22.1 billion in revenues in 2024.

Job Description Company Information At Bit By Bit, we’ve been helping organizations thrive since 1987. Originally founded as a database application development and networking company, we’ve grown into a full-service IT firm and a recognized leader in delivering reliable, cost-effective managed IT services across the Tri-State area. Our team specializes in building and managing solutions that solve critical business challenges. With a unique blend of business technology expertise, certified technicians, and proven processes, we provide our clients with tailored IT solutions that improve productivity, strengthen security, streamline communications, and reduce costs. Beyond technology, our culture is rooted in humility and curiosity, and our vision is simple: to help untangle people and process challenges so businesses can move forward with confidence. Role Summary We are seeking a highly skilled Senior Project Engineer / Solutions Architect to lead the design, delivery, and architecture of complex, client-facing cloud and infrastructure projects. This hybrid role combines hands-on engineering, solution architecture, and client advisory responsibilities. The ideal candidate will act as a senior technical authority across Microsoft 365 and Azure environments, driving end-to-end project delivery—from discovery and design through implementation and handoff. Success in this role is measured by delivering secure, scalable, and supportable solutions on time and within scope while elevating the technical maturity of clients and internal teams. Duties and Responsibilities Solution Architecture & Technical Leadership • Design and lead end-to-end technical solutions across Microsoft 365, Azure, and hybrid environments, • Serve as senior technical authority on complex projects, providing architecture guidance, risk assessment, and escalation support, • Translate business requirements into secure, scalable, and maintainable solutions, • Develop technical roadmaps and modernization strategies aligned to client objectives, • Contribute to internal standards, best practices, and reference architectures Project Engineering & Delivery • Lead and execute complex projects including:, • Microsoft 365 email migrations (cutover, hybrid, tenant-to-tenant), • Azure migrations (infrastructure, workloads, and applications), • Identity modernization and tenant consolidation initiatives, • Windows 10 → Windows 11 upgrade programs, • Own projects from design through implementation, validation, and handoff, • Ensure projects are delivered on time, within scope, and aligned to best practices, • Produce high-quality technical documentation, diagrams, and runbooks Microsoft 365 & Azure Expertise • Architect and administer:, • Microsoft 365 (Exchange Online, SharePoint, Teams, OneDrive), • Microsoft Intune / Endpoint Manager, including Autopilot and compliance policies, • Microsoft Entra ID (Azure AD), hybrid and cloud-only identity, • Design and manage Azure environments, including networking (VNets, VPNs, firewalls), compute, storage, governance, and monitoring, • Operate as a generalist across Azure services and solutions Identity, Security & Incident Response • Architect identity solutions including conditional access, MFA strategies, and lifecycle management, • Support and lead cybersecurity incident response efforts (containment, remediation, recovery), • Implement security controls aligned with Zero Trust and NIST frameworks Advanced Infrastructure Expertise • Provide deep expertise in DNS architecture and troubleshooting, • Design and remediate SMTP/mail flow configurations, • Support web and database infrastructure, including IIS and SQL Server environments Project Execution & Collaboration • Partner with Project Managers to ensure alignment with scope, timelines, and milestones, • Track, update, and complete assigned tasks with full ownership, • Proactively identify and escalate risks, blockers, and scope changes, • Provide consistent updates to stakeholders and maintain alignment between technical execution and delivery timelines Client Advisory & Mentorship • Act as a trusted advisor to clients, translating complex technical concepts into business-friendly language, • Participate in discovery sessions, solution design, and project scoping, • Support pre-sales efforts with technical validation and solution input Qualifications Required • 8+ years of IT engineering experience, including MSP or consulting environments, • Proven ability to lead complex, multi-phase projects end-to-end, • Deep hands-on experience with:, • Microsoft 365 migrations and administration, • Azure infrastructure and migrations, • Microsoft Entra ID / Azure AD and hybrid identity, • Intune / Endpoint Management, • Strong experience in Azure networking, governance, and architecture, • Certifications such as:, • AZ-305: Azure Solutions Architect Expert, • AZ-104: Azure Administrator, • AZ-140: Azure Virtual Desktop, • MS-102: Microsoft 365 Administrator, • MD-101: Endpoint Administrator, • SC-100: Cybersecurity Architect, • Experience in DNS, SMTP/mail flow, IIS, SQL Server, and incident response Compensation & Benefits • Startin pay: $130K - $150K per year., • Comprehensive benefits package, including medical, dental, paid time off, retirement plan and professional development Working Conditions • Location: Hybrid – New York Metro Area, • Schedule: Full-time, with occasional after-hours work for critical projects or incidents, • Work Environment: Fast-paced MSP environment supporting multiple client projects and priorities Reporting Structure

Job Description § Associate Attorney | Insurance Coverage & Strategic Risk Litigation Practice Area: Complex Insurance Disputes / Policy Analysis / Commercial Litigation § Location: New York City, NY (Hybrid Work Model) § Salary: $260,000 to $365,000 Base Salary (Subject to experience and typically eligible for discretionary year-end bonuses) § Schedule: Full-time, Direct-Hire, Minimum 1,850 hours annual billed target § The Firm Our client is an elite, globally recognized legal powerhouse, consistently ranking within the uppermost echelons of the AmLaw 100 and Vault 10. Renowned for their command of high-stakes corporate warfare and complex litigation, this firm serves as the primary counsel for a significant portion of the Fortune 500, financial institutions, and international conglomerates. Their Mass Torts and Insurance practice is widely acclaimed for its intellectual rigor and strategic depth, frequently handling the most consequential coverage disputes and liability matters in the market. Beyond their formidable reputation in the courtroom and boardroom, the firm is celebrated for a culture that prioritizes the long-term trajectory of its associates. They offer a sophisticated mentorship infrastructure designed to assist lateral attorneys in seamlessly integrating into the firm's dynamic ecosystem. This is a rare opportunity to join a Tier 1 practice group that offers not only top-of-market compensation but also the chance to engage with cutting-edge legal issues alongside the industry's brightest minds. § Duties The incoming Associate will be instrumental in navigating the intricate landscape of insurance coverage and liability, acting as a key advisor within the firm’s insurance team. This role requires a sophisticated understanding of the insurance market and the ability to dissect complex policy language to advocate for client interests. The position blends high-level litigation support with transactional advisory work, ensuring comprehensive risk management for corporate clients. Core responsibilities will include: ⨖ Analyzing and interpreting complex first- and third-party insurance policies to determine coverage scope and exclusions. ⨖ Advising clients on liability exposure across diverse coverage lines, including General Liability, Directors & Officers (D&O) liability, Property, and Cyber insurance. ⨖ conducting due diligence and providing counsel on Representations and Warranties (R&W) insurance provisions within the context of high-value corporate transactions and mergers. ⨖ Drafting persuasive legal memoranda, coverage opinions, and litigation filings that articulate nuanced legal arguments regarding policy interpretation. ⨖ Collaborating with senior partners and cross-functional teams to formulate defense strategies and coverage positions in fast-paced, high-stakes environments. § Qualifications Candidates must demonstrate a history of academic excellence and substantive experience within a sophisticated legal environment. ⨖ Juris Doctor (J.D.) from an ABA-accredited law school with superior academic credentials. ⨖ Active Bar Membership in the state of New York, in good standing. ⨖ Two (2) to Four (4) Years of post-J.D. experience (Class years 2021 through 2023 preferred) specifically within an insurance coverage or complex litigation practice group at a reputable law firm. ⨖ Demonstrated proficiency in analyzing insurance mechanisms and policy structures. ⨖ Exceptional legal research, analytical, and writing capabilities are non-negotiable. § Skills The ideal candidate will possess the following preferential attributes: ⨖ Deep familiarity with the interplay between insurance provisions and M&A transaction agreements. ⨖ Experience navigating the specific nuances of cyber liability and executive protection policies. ⨖ A proven ability to manage multiple workstreams effectively while maintaining meticulous attention to detail. ⨖ Strong interpersonal skills necessary for direct client engagement and collaborative teamwork. !Notice¡ *This a job advertisement on behalf of our client and does not reflect the full job description for the role. Any qualified candidates are encouraged to apply. You will need to provide law school transcripts, a writing sample or deal sheets, and a cover letter in order to be considered for this role. This posting does not constitute an offer of employment and the listed compensation details may vary by state or experience and will be discussed thoroughly during interview phase.

Job Description About Uniqus Uniqus is a tech-enabled global platform that focuses on Finance, Risk & Sustainability domains. We leverage global talent through an optimized onsite-offshore cloud delivery model and specialize in areas like accounting, finance operations, governance, risk, Tech, sustainability & climate consulting. Supported by proprietary tech assets and free from auditor independence conflicts, we deliver seamless, end-to-end solutions. Our people are core to our success! Accounting & Reporting Consulting Our Accounting & Reporting Consulting (ARC) practice is designed to partner with the finance function as an extension of your team. Our global talent pool has deep functional and technology expertise for the finance function. We provide the technical know-how, skills, technology, and bandwidth that allow you to maneuver the challenges in real-time without adding additional manpower costs within the organization. We bring in a rich understanding of multi-geographical accounting frameworks such as U.S. GAAP, IFRS, Ind AS and other country-specific regulations. Sustainability & Climate Consulting Our SSC practice is built on the rich practical experience of Sustain Plus that rolled- up into Uniqus as a part of our formation. We provide end-to-end services in the areas of Sustainability, Climate Action, and Corporate Responsibility. We endeavor to guide sustainable transformation in business and society at large, with the vision to shape a more balanced planet for the coming generations. Tech Consulting Technology is transforming organizations by enabling enhanced management, monitoring, and improvement of business operations. Digitization has generated vast amounts of data, and emerging technologies like AI offer significant opportunities. However, these advancements bring challenges, including fragmented systems, data quality issues, and increasing cyber risks. AI adoption adds layers of governance complexity. Our tech consulting approach addresses business problems holistically by integrating expertise in finance, risk, and sustainability with advanced technological capabilities. We harness the power of human expertise combined with data, AI, and algorithms, ensuring solutions prioritize security, privacy, and governance. Technology integration: Our purpose is to integrate consulting & technology. This gives our talent a unique multi-disciplinary experience. Our cloud delivery model envisages talent to work across national boundaries remotely and seamlessly. We believe that both our clients and our people benefit from our truly global approach. Requirements Senior Manager – Accounting Advisory We’re seeking a dynamic and highly skilled Senior Manager to join our fast-growing advisory team. This role is ideal for professionals who bring deep expertise in US GAAP technical accounting, global delivery operations, and strategic client advisory. You’ll lead high-impact client engagements, guide global teams, and drive innovation in service delivery — all while playing a key role in expanding client relationships and building our firm’s future. What you might expect: · Lead Technical Accounting Engagements Deliver expert guidance on US GAAP standards (ASC 606, 842, 805, 480, 815), help clients navigate complex transactions, and support adoption of new standards. · Oversee Global Delivery Operations Optimize collaboration with offshore teams, ensuring quality, efficiency, and alignment through strong SLAs and performance metrics. · Drive Business Development Identify new client opportunities, craft winning proposals, and serve as a trusted advisor to expand and strengthen relationships. · Advise on Financial Reporting & Transactions Oversee US GAAP and SEC-compliant financial statements, support M&A and restructuring efforts, and prepare clients for audits and regulatory reviews. · Strengthen Internal Controls & Risk Management Design and evaluate ICFR frameworks, conduct risk assessments, and recommend improvements to enhance compliance. · Lead & Grow Global Teams Mentor cross-functional teams, champion knowledge sharing, and cultivate a high-performance, collaborative culture. Who you are: · Experienced Expert: You bring 10+ years in public accounting with strong specialization in US GAAP advisory. At least 5 of those years have been spent in a senior management role. · Certified Professional: CPA is mandatory. Additional certifications like CFA, CIA, or CISA are a plus. · Global Mindset: You’re well-versed in managing global teams and understand the dynamics of cross-border collaboration. · Business Builder: You have a proven record of identifying growth opportunities and delivering value to clients. · Strong Communicator: You possess exceptional interpersonal and leadership skills, and you’re passionate about building relationships — internally and externally. · Change Driver: You thrive in evolving environments and have the vision to improve processes and the discipline to execute them. BenefitsUniqus is dedicated to offering our employees strong and inclusive total compensation packages. Offer packages are based on several factors, such as the specific role and level being hired for, location, as well as the individual's skills, experience, and qualifications. The good-faith estimated base salary range for this position is: $_ - $. In addition to the base compensation, Uniqus offers a competitive benefits package and various bonus programs and incentives, based upon an individual’s level and overall work performance.

Job Description Title: Tax Director/Partner, Employee Benefit Plans and Compensation Department: Tax, Compensation and Benefits Group Supervises: Senior Managers and below Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, Palm Beach Gardens, FL (Hybrid), or Remote 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: The Tax Director/Partner with a specialty in Compensation and Benefits is a key leadership role within the tax department at Anchin, responsible for general tax compliance, overseeing and managing the tax aspects of deferred compensation, retirement planning and employee benefits for clients. This position requires a deep understanding of tax rules related to employee benefits, retirement plans, and executive compensation. The Director/Partner will collaborate with internal teams and external clients to ensure compliance with tax laws, provide strategic guidance, and contribute to the overall success of the organization. RESPONSIBILITIES: • Provide strategic tax planning and consulting services to clients to optimize employee benefits, including qualified plan documents and design, health and welfare plans, non-qualified deferred compensation, retirement planning and executive compensation., • Understand IRAs, Roth IRAs, SEPs and other plan alternatives and how it fits into an individuals overall tax strategy. Including any required minimum distributions., • Understanding how an individual's IRA and qualified plan assets can be used to accomplish charitable and estate planning goals., • Serve as a trusted advisor to clients on complex deferred compensation arrangements, Section 409A compliance, and executive compensation structures., • Identify and communicate planning opportunities and risk mitigation strategies related to employee benefit plans., • Review Form 5500 filings prepared by the firm for health and welfare benefit plans., • Perform tax reviews of selected employee benefit plans audited by the firm's audit team, ensuring compliance with IRS, DOL, and PBGC requirements., • Represent clients in IRS, DOL, and PBGC audits, voluntary compliance programs, and correction initiatives., • Foster a collaborative and positive work environment, promoting professional development., • Advise, mentor, and develop a team of professionals working in the employee benefit area., • Collaborate across internal departments (legal, finance, and human resources) to address cross-functional issues related to employee benefits taxation., • Maintain a strong understanding of developments in tax law and regulations and communicate implications to clients and internal stakeholders., • Serve as the primary point of contact for clients regarding employee benefit and related tax matters., • Build and maintain strong relationships with clients by understanding their evolving business needs and delivering proactive solutions., • Develop and implement firm-wide best practices for tax-related employee benefit compliance and reporting, including preparing and reviewing internal technical documentation and memos relating to employee benefits tax compliance., • Contribute to the firm's internal training, thought leadership, and external marketing efforts in the benefits and compensation space. Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • 10+ years of extensive experience in tax, with a focus on employee benefits., • Strong knowledge of tax regulations, compliance, and reporting requirements for employee benefits., • Proven leadership and team management skills., • Excellent communication and interpersonal skills., • Ability to analyze complex tax issues and provide strategic solutions. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Technologically Proficient: Ability to apply technology solutions to work., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description We are sharing a specialised part-time consulting opportunity for professionals experienced in audit, risk assessment, control testing, workpaper review, audit planning, deficiency documentation, and structured accounting review workflows. This role supports current and upcoming remote consulting opportunities focused on structured audit review, risk assessment analysis, audit program documentation, control testing review, workpaper assessment, deficiency memo preparation, and high-quality project execution. Selected professionals will apply their audit expertise to review realistic audit scenarios, evaluate documentation requirements, prepare structured written outputs, and support accurate, evidence-based audit workflow tasks. Key Responsibilities Professionals in this role may contribute to: Audit Planning & Risk Assessment • Review audit scenarios involving risk assessments, fixed fact patterns, expected risk ratings, audit planning materials, and assertion mapping, • Evaluate audit programs against relevant assertions, documented risks, source materials, and defined planning requirements, • Support structured review of audit planning documentation, walkthrough materials, risk matrices, and testing approaches, • Review control testing scenarios involving known populations, sampling methodology, confirmations, substantive analytics, and defined testing criteria, • Evaluate audit testing outputs against documented populations, selected samples, expected results, and control requirements, • Support structured review of test matrices, walkthroughs, confirmation responses, SOX control documentation, and audit evidence, • Review audit workpapers, wrap-up materials, deficiency memos, test documentation, and pre-identified review issues, • Evaluate workpapers against required fields, audit standards, source evidence, review notes, and documentation expectations, • Support structured review of deficiency write-ups, control findings, audit conclusions, and supporting evidence Strong candidates may have: • 2+ years of experience in external audit, internal audit, SOX audit, public company audit, accounting advisory, risk assurance, or related audit-focused roles, • Experience with one or more areas such as audit planning, risk assessment, control testing, sampling methodology, substantive analytics, SOX ITGCs, revenue cycles, inventory cycles, confirmations, or workpaper review, • Familiarity with audit tools such as Aura, Clara, Canvas, TeamMate, AuditBoard, Workiva, CaseWare, or similar audit documentation systems, • Comfort reading and preparing audit artifacts such as workpapers, walkthroughs, test matrices, deficiency write-ups, audit programs, risk assessments, and confirmation documentation, • Strong written communication skills and ability to explain audit reasoning clearly, • A degree or professional background in accounting, audit, finance, business administration, risk management, information systems, or a related field is helpful, • CPA, CPA candidate, CIA, CISA, CFE, or equivalent audit, accounting, risk, or assurance credential, • Experience with Big 4, national accounting firms, public company internal audit teams, SOX programs, or audit advisory work, • Familiarity with SOX ITGCs, substantive analytics, sampling methods, revenue testing, inventory testing, control testing, or audit wrap-up workflows, • Experience preparing or reviewing workpapers, walkthroughs, test matrices, deficiency memos, audit programs, confirmation results, or risk assessments, • Apply audit and risk assessment expertise to structured remote project work, • Contribute to high-quality audit planning review, control testing assessment, workpaper analysis, and deficiency documentation, • Work on flexible, project-based assignments aligned with your professional background, • Use your audit judgment in a focused, detail-oriented consulting environment, • Independent contractor role, • Fully remote with flexible scheduling, • Part-time commitment depending on project availability, • Competitive rates between $65–$95 per hour depending on expertise, • Weekly payments via Stripe or Wise, • Projects may be extended, shortened, or adjusted depending on scope and performance This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams. By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy: .

Job Description World Insurance Associates (“World”) is a leading financial services organization with a global network of brokers and specialists dedicated to helping individuals and families make informed decisions about protecting what matters most. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S., with nearly 3,000 employees across more than 300 offices in North America and the U.K. World specializes in personal insurance solutions for affluent and high-net-worth individuals, alongside commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll and HR solutions. Our collaborative platform allows advisors to deliver comprehensive, customized risk management strategies that evolve with clients’ lifestyles and financial goals. Sales Executive - Private Client Position Overview World’s Personal Lines Sales Executives serve as trusted risk management partners to individuals and families. This role is centered on identifying, prospecting, cultivating, and closing new personal lines and private client relationships, with an emphasis on high-net-worth households. You will work closely with affluent individuals, families, family offices, wealth managers, and other key centers of influence to deliver sophisticated personal insurance solutions, including home, auto, umbrella, valuables, and specialty coverages. While your primary focus is personal lines, World’s broad platform empowers you to collaborate across disciplines to meet the full spectrum of a client’s risk and financial needs. Imagine the opportunity to build a high-quality personal lines book with the support, resources, and brand of a Top 25 brokerage. Primary Responsibilities • Identify, prospect, and cultivate new personal lines opportunities, with a focus on High-Net-Worth and Private Client accounts, • Develop relationships with affluent individuals, families, family offices, wealth managers, and other referral partners, • Serve as a trusted advisor by understanding clients’ lifestyles, assets, and long-term goals, and aligning them with tailored risk management solutions, • Execute sales and marketing strategies—supported by World’s extensive corporate marketing resources—to move prospects through the sales funnel to close, • Track all sales and prospecting activity in HubSpot and fully leverage CRM tools to drive growth and accountability, • Proven experience advising clients on personal lines insurance, particularly for affluent or high-net-worth individuals, • Demonstrated ability to position yourself as a trusted risk management advisor and long-term relationship partner, • Willingness to bring the full World platform to each client when appropriate, collaborating with internal specialists to enhance client outcomes, • Experience selling personal insurance through a top brokerage or private client group, • Familiarity with agency management systems such as AMS360 or Epic, and experience using a CRM (World uses HubSpot), • Base salary range: $60,000 to $200,000+, • Base salary is determined by experience and revenue-driving capability, • Base salary increases as your book of business grows, with significant upside potential well beyond the stated range Equal Employment Opportunity World celebrates and supports diversity among its employees. We believe that a workplace rich in diverse experiences, perspectives, and ideas allows both our people and our organization to thrive. World is proud to be an equal opportunity employer and is committed to providing reasonable accommodations to qualified individuals with disabilities, unless doing so would create undue hardship. Notice to Executive Search Firms and Staffing Agencies World Insurance Associates does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered the property of World, and no referral fees will be paid. #LI-ET1 Powered by JazzHR z63aFIb0ZD

Job DescriptionCompany Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary With some guidance and or direction, leads client service for middle and large accounts. Collaborates closely with senior colleagues on strategy design and renewal messaging. May Independently lead ALL messaging on small without guidance. Primary Responsibilities • Create and deliver WIA service plan, • Prepare for and participate in strategy meeting, • Reviews exposures against coverages and performs gap analysis, • Collaborates on mid-market placements and works with Subject Matter Experts to ensure smooth and efficient placement processes, offering insights and recommendations., • Review, finalize and participate proposal meeting, • Document clients order to bind and review binder for accuracy, • Participates in post renewal meeting, • Participates in stewardship planning and delivery for large clients, • Setup and maintain account details, contacts, and policy information in EPIC, • Summarize loss history, • Summarize current programs and expiring exposures, • Draft finance contracts and create premium billing allocations., • Review carrier invoices, • Coordinate and finalize policy check, • Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative., • Able to obtain firsthand customer information and use it for improvements in placements and services., • Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs., • Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects., • Able to consistently perform/produce quality work, understands the urgency in various tasks, and consistently meets timelines., • Proficient in self-serve portals and manages client training and utilization, • Strong understanding of Excel, • Follows a well-established set of activities., • Able to solve difficult problems that are not routine, but not overly complex., • Ability to work in a fast-paced environment with some instruction and a high degree of accuracy and attention to detail. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. Compensation This is a New Jersey based position with a competitive benefits package. The base salary ranges from $77,200 to $95,400, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: . #LI-MA1 Powered by JazzHR C5JOSUdvSL

Job Description*This role supports hybrid in-office US-based work in San Francisco - Bay Area, New York, and Seattle. About Wealthfront EngineeringWealthfront’s culture centers around continuous learning, innovation, and quality-driven software development. With high quality software as our ultimate engineering objective, our key tactic is automation: • Wealthfront software automates the financial services we provide to our clients, and within these services we automate the collection of data that we learn from on our way to making our services even better. • Wealthfront engineers function as builder/operators, with dual responsibility for building the system and operating it in production. Any toil that this brings about is automated away by engineers. This investment in automation is expected, and the prioritization of it is always built into our planning and execution. • Wealthfront engineers automate our development processes. For example, Wealthfront engineers automate all of our testing. Manual testing is not part of the software development lifecycle at Wealthfront. • Wealthfront engineers automate observability in case of failure. If something is up, our systems inform engineers appropriately. If our systems are quiet, they are healthy. If you are drawn to being an engineer within such an environment, and having outsized impact as an engineer at a magnitude that is only available within a company achieving greatness at our size (~350 employees, half in engineering), then we want to hear from you! About the Role • We are looking for backend engineers to join our core product development teams. You’ll work with other engineers to design and build new features or enhance existing features. This work will add capabilities to the various backend systems and services that support Wealthfront’s products, and will be done with automated instrumentation and monitoring to require minimal operational maintenance., • You’ll help improve the maintainability and stability of our codebase by fixing issues and adding necessary enhancements to our existing backend systems. You’ll ensure that mission critical backend systems and services operate smoothly in production by triaging and resolving operational issues as part of a team of on-call engineers. You’ll proactively identify opportunities for improving the reliability and scalability of our systems., • Additionally, you might play a part in evolving the engineering organization by participating in recruiting activities such as interviewing and attending career fairs and providing mentorship to other engineers on the team.About You, • You have 2-6 years of experience in developing backend components, services or APIs in Java or a similar language. You demonstrate knowledge and understanding of distributed systems and functional programming paradigms. You have knowledge of SQL and experience working with online data stores (ideally something like MySQL, MariaDB, PostgreSQL, Oracle, MS SQL Server but NoSQL is okay)., • You have passion for agile, test-driven development, continuous integration and automated testing. You also have a passion for working on platforms and backend systems that have measurable business impact and like working in a fast paced cross functional environment., • While not required, experience working with Spark pipelines is a plus along with knowledge of an ORM technology such as Hibernate. Another plus is working with a dependency injection framework (one of Guice, Spring, Pico, Dagger)., • You have either a BS or MS in computer science or related field.Once you join, Wealthfront will:, • Pair you with a mentor who will guide you through our structured onboarding program, • Encourage you to work on projects that match your professional goals, • Support your professional development by providing feedback during weekly 1:1s and our semi-annual reviews • A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features., • A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions. Please review our candidate privacy notice. Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn’t provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services–which are not FDIC insured–are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details. By “award-winning products”, please refer to for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

Job DescriptionAbout Lantern Lantern is the specialty care platform connecting people with the best care when they need it most. By curating a Network of Excellence comprised of the nation's top specialists for surgery, cancer care, infusions and more, Lantern delivers excellent care with significant cost savings to employers and their workforces. Lantern also pairs members with a dedicated care team, including Care Advocates and nurses, for the entirety of their care journey, helping them get back to good health, back to their families and back to work. With convenient access to specialists nationwide, Lantern means quality care is within driving distance for most. Lantern is trusted by the nation's largest employers to deliver care to more than 6 million members across the country. Learn more about us at lanterncare.com. About You: • You use LOGIC in your decision making and understand that progress is critical to making change. You focus on the execution of your content while balancing a fast-paced environment and you take the time to celebrate both the small & big wins., • INCLUSION is a core tenant of your personal beliefs. A diverse and inclusive environment is incredibly important to you. You understand and desire to be a part of a diverse team with different experiences and perspectives & you cherish the differences in each individual that you interact with., • You have the GRIT, drive and ambition to tackle big problems. Big problems require big ideas and a team that supports new ideas., • You care deeply for your customers are driven to keep HUMANITY in all decisions. Your customers aren't just the individuals using your product. They are the driving factor in your motivation to make a change., • Integrity guides you in life. Focusing on the TRUTH vs. giving people the answers they want to hear. If this sounds like you, we would love to connect to speak further about career opportunities at Lantern. Please apply to our role & someone from our Talent Acquisition Team will reach out to help you navigate our interview process. Lantern is seeking a Senior Marketing Manager, Client Activation, to drive member engagement and utilization across a dynamic portfolio of clients. This role serves as a strategic partner to both clients and internal teams, maintaining a small book of business (BoB) while also supporting high-priority clients based on engagement and utilization performance. You will help teams secure approval for best-practice marketing strategies and identify new opportunities to test, optimize, and improve performance. You will act as a strategic partner to both internal teams and clients, identifying underperforming populations and developing targeted communication strategies to improve engagement. This role requires strong cross-functional collaboration, data-driven decision-making and the ability to influence without direct ownership. This position directly supports client retention, revenue growth and cost efficiency by increasing member engagement and improving utilization. The Senior Marketing Manager is expected to operate as a subject matter expert (SME) in member engagement and communications. Location: Hybrid 3x/week - Dallas, TX, Chicago, IL, or NYC Responsibilities: • Targeted Client Activation Strategy: Partner with Client Success and internal stakeholders to identify clients with low engagement or utilization and develop tailored activation strategies to improve performance., • Flexible Client Support Model: Manage a small BoB while dynamically supporting additional clients based on business needs, prioritizing those requiring engagement lift., • Cross-Functional Collaboration: Work closely with Client Success, Data, Design, and Content teams to develop and execute effective communication strategies aligned to client goals and member needs., • Engagement & Utilization Optimization: Continuously analyze performance metrics and identify opportunities to improve awareness, engagement, and program utilization., • Client Activation & Campaign Strategy: Lead client activation efforts by securing approvals for best-practice marketing programs and test initiatives. Partner with internal teams to design client-specific campaign tests aimed at improving engagement and utilization, while coordinating with Operations for execution and fulfillment., • Client Strategy & Advisory: Act as a trusted advisor in client conversations, providing strategic recommendations to improve marketing performance and influence decision-making., • Performance Reporting & Insights: Translate data into clear insights and actionable recommendations, communicating results to both internal and client stakeholders., • At-Risk Client Intervention: Lead focused efforts for underperforming clients, including rapid testing, iteration, and optimization of messaging and channels., • Bachelor's degree or higher required, • 7–10 years of experience in marketing, communications, or related field, • 5+ years of experience in healthcare marketing preferred, • Experience in B2B2C marketing models, • Experience supporting client accounts and working in client-facing roles, • Strong presentation skills with comfort presenting to clients and senior stakeholders, • Experience developing and executing multi-channel marketing campaigns, • Strong experience using data to inform strategy and measure impact, • Experience working cross-functionally in fast-paced environments, • Strong project management and prioritization skills, • Excellent communication and stakeholder management abilities, • Experience in startup or high-growth environments preferred, • Quickly assess client performance and identify the highest-impact opportunities to improve engagement and utilization, • Operate effectively in a dynamic environment, balancing ownership of a small BoB with broader client activation support, • Demonstrate strong strategic thinking while driving initiatives through to execution in partnership with cross-functional teams, • Influence internal stakeholders and clients without direct authority, building alignment and momentum, • Medical Insurance, • Dental Insurance, • Vision Insurance, • Short & Long Term Disability, • Life Insurance, • 401k with company match, • Paid Time Off, • Paid Parental Leave Lantern does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.

Job DescriptionAbout Monstro Monstro is the operating system for governed financial intelligence. We build the infrastructure that enables artificial intelligence to operate safely, explainably, and at institutional scale in highly regulated financial domains. We exist because the level of financial guidance historically available to a small group should be accessible to many more people. By combining AI with deep institutional infrastructure, we help financial institutions deliver more personalized, responsible, and life-changing financial support to millions of individuals. We're building mission-critical systems in a regulated domain, and we care deeply about doing it right. If you're motivated by meaningful problems, high standards, and improving financial outcomes for people who have never had access to them before, you'll feel at home here. About the Role The Senior Wealth Strategy Advisor is a foundational hire. This person is responsible for ensuring that Monstro's financial logic is institution-grade from the outset — correct, complete, and coherent across the full scope of comprehensive wealth management. Financial planning advice built on imprecise logic compounds its errors over time. Tax assumptions that ignore estate implications, investment recommendations blind to income-phase distinctions, estate structures that conflict with insurance positioning — these are not edge cases. They are the daily reality of comprehensive wealth management, and they are precisely what AI systems get wrong first. This role exists to prevent that. You will serve as the internal authority on how Monstro's platform reasons about wealth — not as a reviewer after the fact, but as the architect of the foundational logic itself. You will work directly with Monstro's Founder, who brings deep wealth management and family office experience. This role expands that expertise into durable, scalable guidance that safely governs product behavior over time. Domain Scope You will be the internal authority across five pillars of comprehensive wealth strategy. Cash flow sits at the foundation — it governs what is possible across every other domain. Deep expertise in at least one pillar is required; the ability to reason across all five collectively is essential. • Cash flow — Income, expenses, surplus allocation, debt management, liquidity planning — the foundation that determines capacity across every other domain, • Tax planning — Income tax strategy, Roth optimization, tax-efficient withdrawal sequencing, entity structuring, UHNW tax planning, • Estate planning and legal structures — Trust design, estate tax planning, GRATs, dynasty trusts, business succession, generation-skipping strategies, asset protection, • Financial planning — Cash flow planning, risk management, insurance integration, retirement income architecture, holistic plan construction, • Investments — Asset allocation, portfolio construction, asset location, withdrawal strategy, annuity design, retirement income products What You'll Do Define the financial framework foundation Establish the wealth strategy and provide expertise to the product and engineering team regarding frameworks, principles, and decision guidance that govern how Monstro's platform reasons about complex financial scenarios. Your expertise defines the foundation — what the platform understands, how it weighs tradeoffs, and where it draws boundaries. Articulate wealth strategy in a form teams can act on Translate your financial expertise into clear principles and structured guidance that product teams can work with you to develop into actionable requirements. The goal is articulation — making expert judgment legible and usable for the people responsible for building from it. Model cross-domain dependencies Document and clarify the interactions that most AI systems get wrong: how Roth conversion decisions affect estate tax exposure, how trust structures interact with income tax elections, how insurance product positioning changes with retirement income phase. Surface second- and third-order effects before they compound into downstream errors. Distinguish rules from judgment Identify where structured, rules-based guidance is appropriate and where expert review or human judgment is required. Serve as subject matter expert reviewer Act as the senior subject matter expert reviewer for early advice frameworks, edge cases, and high-stakes planning scenarios. Establish standards for accuracy, completeness, and consistency that withstand institutional scrutiny. Act as expert, challenger, and gatekeeper The most common failure mode in AI-assisted financial guidance is not hallucination — it is plausible-sounding advice that ignores the dependency structure of wealth strategy. You serve as the expert, challenger, and gatekeeper: ensuring that oversimplified or technically incorrect guidance never reaches the platform. What Success Looks Like • Monstro's core financial logic reflects institution-grade wealth strategy rigor that expert reviewers would not find fault with, • Cross-domain interactions — tax ↔ estate ↔ investment ↔ planning ↔ cash flow — are correctly modeled and defensible at every dependency point, • Product and engineering teams have clear, actionable guidance — not ambiguity that forces them to make domain decisions they are not equipped to make, • The financial logic established in this role is precise and complete enough that it does not require structural correction as Monstro grows in scope and complexity, • Every simplification is intentional and documented — tradeoffs are explicit, not artifacts of incomplete modeling What We're Looking For Required credentials (one or more): • JD / Attorney, ideally with tax or estate specialization, • CPA or CPA/PFS, • CFP® combined with an advanced designation (JD, LL.M., AEP®, CPA), • LL.M. in Taxation, • Senior-level experience equivalent to a Wealth Strategist, Advanced Planning Strategist, or senior practitioner at a top financial institution, law firm, accounting firm, or academic institution, • Deep tax expertise with strong understanding of downstream implications across estate, investment, and planning domains, • Demonstrated experience in estate planning and legal structures — trust design, estate tax strategy, business succession, • Broad financial planning background beyond a single specialty — able to reason across the integrated wealth management system The Advanced Planning Strategist: e.g., CPA/JD/AEP® from a major institution, law firm, or accounting firm. Has reviewed complex, multi-domain wealth plans under institutional accountability. Accustomed to the standard of rigor Monstro's platform must meet. The cross-credentialed specialist: e.g., CPA + JD + CFP®, or JD + LL.M. + AEP®. Holds credentials spanning tax, legal, and planning domains simultaneously. Multiple credentials across domains are evidence of the integrated thinking this role requires — not resume decoration The financial framework builder: e.g., prior experience building guidance frameworks, institutional playbooks, or structured advisory systems. Has experience translating expert financial judgment into documented frameworks, structured guidance, or institutional playbooks — whether at a major firm, fintech, or in an advisory capacity. Understands how expertise becomes process. Additional Signals We Value • Published research, authored curricula, or editorial board participation in financial planning or estate planning journals (Journal of Financial Planning, Financial Planning Review, ACTEC Law Journal, NAEPC Journal), • Experience with UHNW or family office complexity — environments where cross-domain planning errors have material consequence, • Prior exposure to AI-enabled financial tools, rules-based platforms, or fintech product development, • Comfort operating as a senior individual contributor without a team of analysts, • Familiarity with the academic literature in comprehensive financial planning, retirement income, estate planning, and behavioral finance Location & Work Model Hybrid — New York City. Preference for candidates based in or willing to work from New York City. Why Monstro? • Ownership & Impact: Shape the future of AI-powered finance—building a category-defining product used by consumers and institutions around the world., • Elite Team: Join a team with leadership that has a track record of scaling companies from early stage to major exits., • Principles-Driven Culture: Work in a culture that values speed, ownership, and impact—what most companies achieve in 90 days, we do in 45., • Comprehensive Compensation Package: Competitive salary, equity, and robust benefits package, including paid health, vision, dental, and disability coverage.Compensation & Benefits, • Base Salary: $237,000 – $280,000 (New York City range), • Equity participation A Note on Interviewing: We sometimes use AI note-takers to help us transcribe interview notes, so we can be more present in your interview. If you'd like to opt out of us using automatic transcribers, please note this in the free text field in your application, otherwise we'll take your application as confirmation that you're happy for us to use notetakers (whether added to video calls or in the background).

Job DescriptionWhy Join AngelList We’re solving some of the hardest problems in venture capital and private markets. You’ll work with a team that values precision, urgency, and long-term thinking. If you want to shape how startups are funded and built, this is the place. About AngelList We exist to accelerate innovation by increasing the number of successful startups in the world. We do this by building the financial infrastructure that makes it easier for more people to invest in world-changing companies. AngelList is the nexus of venture capital and the startup community. We support $171B+ in assets and have powered investments into over 13,000 startups—over 300 of which are unicorns. Today, 57% of top-tier U.S. VC deals involve investors on AngelList. While our scale is large, our ambition is larger. If you're excited to build the future of private markets, come build with us. About the Role:$15.4 billion. 20,000 startups. That's the capital our platform has put to work — and every dollar of it runs through the Accounting team’s infrastructure. We’re the engine that keeps our entire financial platform clean, accurate, and battle-tested. This isn't a maintenance role. It's a builder role — one where AI-first thinking, financial rigor, and technical leadership converge to reshape how venture capital actually moves. This is a founding Staff Engineer opportunity. You will work closely with engineering leadership and cross-functional partners to drive technical excellence across teams. You’ll shape the architecture, define the standards, and push the platform toward a first-principles accounting system designed for self-serve configurability.You will have the opportunity to: • Transform our home-grown accounting system into a foundational primitive, defining the interfaces that other teams consume., • Define scalable accounting infrastructure, owning architectural decisions end to end and ensuring execution follow-through across the company., • Apply AI to address the long-tail of data integrity challenges; create reusable patterns for reconciling increasingly complex money movement., • Partner with engineering leadership to shape roadmaps, surface technical risk early, and ensure we are building the right things the right way.You most likely:, • Have operated at staff level or equivalent. You are highly autonomous, have had impact beyond your immediate team, and have a track record of architectural decisions that held up as systems scaled., • Have demonstrated a multiplier effect on engineering teams. You’ve been the person who defined the patterns a team reached for—and the team was measurably better for it., • Are comfortable in high-stakes, domain-rich systems. You may not know fund accounting today, but you’ve built systems where correctness is non-negotiable—financial, healthcare, infrastructure, or similar. You build deep domain expertise quickly by working closely with subject-matter experts., • Have a deep love of startups, having worked at one (or potentially started one). The domain is part of the job., • Have strong hands-on coding ability. You write production code regularly, review others’ work rigorously, and have no interest in becoming a purely advisory engineer. AngelList has offices in a few cities, New York City and San Francisco. We have a hybrid in-office model: teammates come in at least 2 days per week (Tuesdays and either Wednesday or Thursday). Compensation: The compensation for this role consists of a competitive base salary, benefits, and equity package. The base salary for this role is $240,000+ annually but actual will vary based on a number of factors including a candidate’s professional background, experience, and location. Full details about our Total Rewards package will be provided during the recruitment process. Benefits: We support your life both in and outside of work. Explore our benefits Learn about Funders & Founders What Guides Us: At AngelList, we are united in our purpose to accelerate innovation and build the future of private markets. Our beliefs and values shape what we work on and how we create impact. If the below resonate, we'd love to have you with us. Our beliefs Our values & leadership expectations AngelList is an equal opportunity employer and we value diversity at our company. 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 may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionCFGI, founded in 2000, is a is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. We help clients tackle complex challenges across accounting, corporate finance, M&A, IPO readiness, and digital transformation. We blend deep technical expertise with a hands-on, entrepreneurial approach to help the world’s leading companies move forward with confidence. We are seeking a strategic and execution-focused Managing Director in the Greater NYC area to support the growth of our FP&A Advisory team. Roles and Responsibilities: · The FP&A Managing Director is a key member of the Financial Planning and Analysis team and will help influence clients’ financial and business decisions. · Drive the growth of CFGI’s FP&A Advisory practice by developing go-to-market strategies and building strong client relationships.· Lead and/or support project teams engaged in the successful delivery of a wide range of Business Transformation initiatives aligning finance with business strategy in support of the broader organization's future vision. · Help develop Finance strategies by assessing a client’s business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets. · Develop and apply an understanding of sales and spending trends, to manage financial risk and identify opportunities. · Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions. · Identify and support CFGI business development initiatives; participate in certain aspects of the proposal development process. · Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace. Qualifications and Capabilities: · 12-15+ years of progressive experience in finance, preferably within a consulting or professional services environment. · A proven track record of generating new business and expanding client relationships is required.· Executive-level communication and stakeholder engagement skills, with the ability to influence senior leadership and drive change. · Entrepreneurial mindset, passion for client service, and commitment to building a high-impact consulting practice.· Advanced understanding of the FP&A function within a finance organization. · Extensive experience and understanding of three statement financials and associated modelling. · Significant engagement management experience as well as business, practice, and people development. · Ability to concurrently manage internal firm and external client requirements. · Transactional experience (M&A, divestures, refinancing, capital raises) and associated scenario modelling a plus. · Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial). · Experience with Finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a plus. · ERP technology understanding (SAP / Oracle / Workday, etc.). · Experience leading a project, leading a project team and the ability to lead key requirement workshops with clients. · Demonstrated ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for various finance transformation solutions. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Business Transformation practice you will drive day-to-day delivery on capital markets transformation programs with a focus on OTC derivatives and securities financing transactions. You’ll lead discrete workstream execution from requirements and process design through testing/UAT and go-live while collaborating with stakeholders across the front, middle, and back office. You’ll apply strong domain knowledge, data/automation skills, and a pragmatic, hands-on approach to produce high-quality deliverables that move clients from strategy to execution. What You'll Do: • Workstream execution & delivery: Own day‑to‑day execution of assigned workstreams by managing milestones, dependencies, risks, and producing client-ready deliverables including BRDs/FRDs, operating model artifacts, process flows, and report specifications., • Front-to-back lifecycle analysis: Analyze and improve trade capture, lifecycle events, positions & P&L, valuation, confirmation, settlement, collateral, reconciliations, and reporting/data services across the trade lifecycle., • Capital markets domain coverage: Apply working knowledge of OTC derivatives while demonstrating familiarity with SFT (repo, securities lending, margin financing) and collateral mechanics, and support workflows for securitized equity derivatives and post‑trade processes., • Requirements, testing & UAT: Facilitate workshops to capture requirements, maintain traceability, create test plans, manage defects in JIRA, coordinate UAT, and validate system functionality against business needs., • Process improvement & automation: Map current and future state processes, design workflows and controls to improve efficiency and STP, and build or support automations using Power Automate, Alteryx, UiPath, and dashboards in Power BI., • Data & analytics: Perform data mapping, migration planning, and quality checks while using SQL/Python for profiling, analytics, reconciliation, prototyping, and contributing to KPI and dashboard development., • Governance & communications: Support project governance by maintaining RAID logs, status updates, decision logs, and steering materials while escalating risks and issues appropriately., • Stakeholder engagement & change: Support stakeholder engagement and change activities by contributing to training, SOPs, communications, adoption activities, and validating outcomes with clients., • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards., • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.What You'll Bring:, • Experience: 3-6 years in management consulting and/or capital markets operations/technology roles, with a track record delivering front-to-back change (requirements → testing/UAT → implementation)., • Product & lifecycle knowledge: Familiarity with equities, fixed income, derivatives, FX, commodities; working knowledge of OTC derivatives across major asset classes., • Systems & tools: Understanding of front-to-back trade flows and typical platforms/processes across Risk, Finance, Compliance. Familiarity with vendor systems (e.g., Murex, Calypso/Adenza, Bloomberg) is a plus. Hands-on with JIRA/Confluence, Visio, Power BI; comfort with Power Automate/Alteryx/UiPath for automation., • Data & engineering literacy: Practical experience with SQL/Python for data analysis, validation, and visualization; understanding of data mapping/migration and basic modeling concepts., • Execution & methods: Strong capabilities in process design/mapping, requirements management, testing & UAT, status/issue management, and structured problem solving. Working knowledge of agile (scrum/kanban), project governance, and RAID discipline., • Mindset & behavior: Energetic self-starter able to navigate ambiguity, manage details, and meet deadlines with high-quality outputs. Systems thinking with sharp analytical, written, and verbal communication skills; comfortable presenting to managers and business users., • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation., • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.Qualifications:

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

Job DescriptionWho 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., • Provide ad-hoc support to senior members of the Risk Solutions group and other team members across the firm Requirements, • 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 FX 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, • Experience with Bloomberg as well as other derivatives pricing and risk systems Location, • NYC, Hybrid Benefits, • 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% 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 Om6A6Dnni2

Job Description Who Are We Derivative Path empowers institutions across the capital markets with innovative, AI-driven technology and expert advisory solutions. Our award-winning cloud platform supports banks, credit unions, private equity firms, hedge funds, asset managers, 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 financial institutions and leading private equity firms, 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 an ambitious and motivated Analyst to join our Interest Rate Derivatives Sales team in our New York office. Reporting to the Managing Director of Bank Solutions, this role requires that employees will be available to work in an office with the potential for occasional hybrid or remote work. Our team helps regional and community banks offer interest rate hedging solutions to their commercial borrowers. We also help banks use interest rate derivatives to manage interest rate risk on their own balance sheet. We are effectively the interest rate sales and trading team for over 250 banks across the U.S. This is a client-facing role that involves daily interaction with bank executives and commercial banking lenders, as well as the trading desks of large money-center swap dealers. You will support the daily activities of senior derivatives sales team members, structure and execute derivatives transactions, and assist with ad hoc projects. Success in the role requires a foundational knowledge of financial markets with strong interpersonal skills. Experience with banking and financial markets is ideal, but we do not expect candidates to have a deep understanding of derivatives. Training and support will be provided as needed. This is a great opportunity to build a career in financial markets at a smaller organization where your work will have a direct impact on clients and the success of the firm. What You'll Do • Respond to client inquiries about pricing and structuring of interest rate derivatives, • Prepare client presentations and marketing materials, • Execute interest rate derivative trades with swap dealers and commercial borrowers, • Maintain details of sales activities in our CRM platform, • Communicate current market trends in an easily understood written format, • Coordinate onboarding for new transactions with partners in Legal, Compliance, and Operations, • Educate bank executives, lenders and borrowers on derivatives transactions that accomplish their risk-management objectives Qualifications • Bachelor’s degree in Finance, Business, Economics, Engineering, or Computer Science or related field or equivalent practical experience., • Up to 3 years of relevant experience in work experience (or internships) in a sales & trading environment or similar analytical environment., • Effective written and verbal communication skills, • Superior quantitative skills and attention to detail, • Interest in financial markets/banking, • Ability to work effectively in a fast-paced environment, • Desire to expand your skill-set and contribute in many ways to a fast-growing fintech firm, • Fluent in Microsoft Office – PowerPoint, Excel, Word, • Prior experience with banking, financial markets, or interest rate derivatives is preferred but not required Location NYC, 5 days in office Benefits • 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 disability The expected salary for this position is $90,000+ 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 jBFKZeJOm1

Job Description Title: Trust and Estates Tax Partner, Private Client Group Department: Private Client Group Supervises: Trust and Estates Tax Team Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: Anchin is looking for a Trust and Estates Tax Partner within the Private Client Group that will provide strategic tax advisory and compliance services to high-net-worth individuals, families, and their entities, including trusts and estates. This leadership role focuses on delivering exceptional client service, overseeing complex tax planning and compliance, and driving business development initiatives. RESPONSIBILITIES: • Oversee preparation and review of estate, gift, and fiduciary tax returns (Forms 706, 709, 1041, etc.)., • Monitor and interpret changes in tax laws to ensure compliance and proactively identify planning opportunities., • Address technical issues and provide guidance on complex trust and estate structures., • Provide expert counsel on estate planning, wealth transfer strategies, and fiduciary tax matters., • Develop and maintain long-term client relationships, ensuring high levels of satisfaction and trust., • Advise clients on tax implications of various financial and legal strategies, including philanthropy, family offices, and investment planning., • Mentor and develop the team to foster a culture of collaboration and continuous learning., • Delegate effectively while ensuring work quality and adherence to deadlines., • Participate in internal training programs to share expertise and enhance team capabilities., • Lead marketing and networking efforts to attract new clients and expand existing relationships., • Collaborate with other practice areas to deliver integrated solutions to clients., • Represent the firm at industry events and conferences., • Manage risk exposure through thorough review and documentation of tax positions. Education: • Bachelor's degree in Accounting, Taxation, or a related field. 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 Elevate your career, perform when it counts: become part of our global financial consulting evolution! Your role: Zanders specializes in treasury & risk management solutions, and with the growing number of projects and expansion plans, we are looking to hire someone who has the ambition not only to further grow in corporate treasury and technology solutions, but also to contribute to the development of our capabilities in the USA and wider, global team. We are looking for a candidate with a strong core treasury knowledge and proven experience in implementing and configuring FIS Integrity. In this position you will be joining a team of dynamic, experienced Consultants, who operate collaboratively to share knowledge and work at the highest standards to deliver to our clients. You will be involved in project work, business development and other activities including personalized trainings, to help you grow. Key Responsibilities: * Contribute in end-to-end FIS Integrity implementation projects - project scoping, planning, design, configuration, testing and go-live. * Provide support to clients during the implementation, understanding their treasury management requirements, advising on best practices, and ensuring solutions provided align with their needs and objectives. * Being part of cross-functional teams, including technical, functional, and clients' resources, to ensure smooth and timely execution of project deliverables. * Updating stakeholders on project status, timelines, risks, and deliverables, ensuring transparency and proactive issue management. * Advising clients surrounding their treasury technology solutions. This could include re-defining current technology practises, vendor selection and implementation of treasury technology solutions. * Identifying new business/project opportunities both locally and internationally. * Playing a part in commercial activities such as presentations, RFP’s, events and networking. * Managing treasury advisory projects from start to finish, ensuring that deliverables are submitted to clients at a high quality, on a timely basis and in line with the agreed engagement terms. Skills to be successful * Minimum 4-6 years of engagement in implementation of FIS Integrity Treasury Management System and other related tools such as SWIFT, trading portals and market data providers. * Knowledge in Treasury & Risk Management, Cash Management, Treasury Management Systems, In-House Banking, Payment Factories, Bank Connectivity. * Extremely client focused and experienced in resolving challenging problems and creating practical solutions. * Strong team player with experience in project management and/or leading projects. * Relevant professional qualifications including a Bachelors or Masters. * Background from a consulting environment is advantageous. * Business fluent (or native) English is required. * Willingness to travel to locations as needed for project engagement. * Comfortable working independently in a hybrid environment. If you don't quite fit all of these requirements, please don't be afraid to apply - We can also consider someone at a Senior Consultant level. We offer: * A flexible work environment, that promotes a healthy work-life balance, * Participation in the Zanders bonus scheme, * 30 holiday days, * An enhanced Safe Harbor plan, * Excellent health, dental and vision insurance. * A laptop and an iPhone, * An entrepreneurial culture that values personal development, with ample room for initiatives, * Expertise in your chosen field, building skills rapidly alongside diverse clients and consultants, * A truly collegiate environment with enthusiastic and helpful colleagues, fostering career excellence in Treasury, Risk or Technology, * An annual Zanders' trip to a (surprise) location in Europe and many more exciting experiences to come! About Us: Progress your career with Zanders. We are a global financial consulting firm focused on Treasury, Risk and Technology. From our HQ in the Netherlands, we have been expanding our presence in Europe, UK, USA, and Asia. For 30 years we have been providing innovative solutions embracing the latest technological advancements to multinational corporations, financial institutions, public sector entities and NGOs. We go beyond conventional boundaries, delving into new market segments to uncover untapped opportunities. As pioneers in Environmental, Social, and Governance (ESG) principles and practices, we support our clients to achieve their ESG goals. At Zanders we invest in our people for an inclusive atmosphere, where freedom, fun, and collaboration are pivotal and set us apart, defining our success. We believe that diversity, equity, and inclusion (DE&I) are essential to establish a strong and sustainable business, fostering a culture that values and respects diversity in all forms. Zanders is not just a workplace – it is a supportive community. We invite those who share our passion for collaboration, growth, and positive impact to join us on this journey. If you're in search of a workplace which nurtures personal and professional development, Zanders is the perfect fit for you. Join us as we continue to shape the future of consultancy, making a meaningful impact in the world of Treasury, Risk, and Technology! By applying for a role at Zanders, you give us approval to use and retain your personal details. Considering Zanders’ nature of enterprise, you are expected to behave to a high moral standard. A Pre-Employment Screening (PES) by a third party is part of the application process.

Job DescriptionThis role plays a pivotal role in empowering FloQast's direct sales team. As a Solutions Architect, you will be a product and compliance expert who will co-sell our Connected Compliance solutions with Account Executives to prospects and existing clients. As a liaison between sales and clients, you will be the go-to resource for tackling compliance-specific inquiries, scenarios, and other elements that arise throughout the sales cycle, all with the goal of driving revenue to its fullest potential and nurturing the development of our sales representatives. You will be responsible for delivering the Solution WIN for our Connected Compliance solution as part of the broader platform win story. You will be responsible for carrying an ARR growth quota for the Compliance business. This role has a requirement of working in office 3 days per week, which may be subject to change based on team and business needs, as determined by the department leader. Please note that this requirement is subject to ongoing review and may be adjusted in the future. *Visa sponsorship is NOT available at this timeWhat You'll Do: • Join various remote & on-site demonstration meetings with sales reps to help answer technical/operational compliance questions., • Project manage strategic post-sale implementations to ensure clients achieve their specific success metrics and realize the full value of FloQast Connected Compliance., • Effectively track success metrics during pre-sales discovery to communicate with post sales teams on why customers purchased FloQast (Close, Transform, Compliance), • Lead internal training and design educational content to elevate the sales team’s compliance expertise, focusing on effective positioning, objection handling, and articulating the unique value proposition of the FloQast platform., • Coordinate with product, support & setup team(s) to understand roadmap developments & act as a liaison between direct sales & setup team to ensure a smooth implementation., • Assist partnership/consulting team in running demonstrations for PE and Partner firms, • Assist Customer Success team by joining calls with current clients to address compliance-related questions, support customer retention, continue to drive home and assist with tracking of success metrics, • Serve as the resident subject matter expert on the GRC landscape, analyzing competitor differences and historical win-loss data to refine sales strategies and strengthen partnership initiatives., • Revise & organize IT / sales collateral necessary for direct sales team., • Consult with the BVC (Business Value Consulting) team to build custom solutions and ROI metrics for Value engagements, • Respond to Compliance related RFPs, • Travel required, up to 30%, • Other duties as assigned by leadership What You'll Bring:, • Experience: 4+ years in Internal Audit or Risk Advisory, • Education: Bachelor’s degree in Business, CS, Finance, Law, or equivalent practical experience., • Technical Expertise: Deep knowledge of frameworks (SOX, COSO, ISO 27001) and the ability to translate complex technical concepts for any audience., • Sales Acumen: Proven track record of mastering new platforms, identifying customer pain points, and building compelling business cases or strategic solution strategies., • Communication: Exceptional presentation and writing skills, including experience creating marketing content (e.g., LinkedIn, podcasts)., • Stakeholder Management: Skilled at engaging executive-level stakeholders and maintaining strong client relationships., • Collaboration: Ability to work cross-functionally with Sales, Product, and Customer Success to drive growth and market-enablement initiatives., • Mindset: A proactive self-starter who stays ahead of market trends and customer needs.Nice to Have:, • Certifications in GRC or audit (e.g., CISA, GRCP) are a plus., • Prior Solutions Architect or Solutions Consulting experience., • Experience with compliance-specific software solutions is highly desirable, understanding of the competitive landscape.

Job DescriptionCompany Description About AbbVie AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several key therapeutic areas including immunology, oncology and neuroscience - and products and services in our Allergan Aesthetics portfolio. For more information about AbbVie, please visit us at . Follow @abbvie on LinkedIn, Facebook, Instagram, X and YouTube. Job Description The Medical Affairs (MA) organization provides patients, healthcare providers and payers everywhere with the practical and clinically relevant information and solutions they need to use AbbVie products safely and effectively, throughout the product lifecycle and the patient’s journey. The Scientific Director / Medical Director provides medical and scientific input into strategic and operational medical affairs activities for AbbVie’s Oncology portfolio such as: health-care professional and provider interactions (Payers, Patients, Prescribers, and Providers); generation of clinical and scientific data (enhancing therapeutic benefit and value); educational initiatives (medical education, data, guidelines, and value proposition); safeguarding patient safety (risk minimization activities and safety surveillance activities). Works closely with commercial teams to provide strategic medical input into core brand (product) strategies, and may support medical and marketing activities (promotional material generation and product launches) and market access. Collaborates with clinical development on Medical Affairs support of priority trials. This position can be based at the following locations and will follow a hybrid model of 3 days/week onsite: Mettawa, IL; Florham Park, NJ; Irvine, CA; San Francisco, CA. Responsibilities • With oversight, initiates medical affairs activities, generation and dissemination of data supporting the therapeutic area scientific strategy, • Provides scientific/medical education to all relevant internal stakeholders related to therapeutic area or disease specific information., • Develops and executes Medical Affairs support of priority clinical development trials., • Contributes to the development of and leads the execution of the Medical Education / Advisory Board & EE Engagement Plan generation in line with TA plan. Lead the individual (Global) Conference planning and execution., • Generates clinical and scientific data per evidence gap assessment., • Acts as a clinical interface and actively solicits opinion through leader interactions related to the molecule and disease area; partners with Medical Affairs, Commercial and other functions in these activities as required, consistent with corporate policies, to ensure that broad cross-functional perspectives are incorporated into Clinical Development Plans and protocols as appropriate., • May be responsible for performing the accurate and detailed medical review of complex advertising and promotional materials for assigned therapeutic area(s) within Medical Affairs. Provides timely and accurate reviews of promotional materials in accordance with established policies and practice standards, including regulatory guidelines to meet customer needs., • May interact with and coordinates appropriate scientific and medical activities with internal stakeholders (i.e. commercial, clinical operations, discovery, statistics, regulatory, etc.) as they relate to on-going medical affairs projects., • May assist as consultant and liaison with other corporations when working under licensing agreements and/or in the evaluation of new business development opportunities., • Represents AbbVie at external meetings including investigator meetings, scientific association meetings, etc., • Ensures budgets, timelines, compliance requirements are factored into programs' scientific activities. Qualifications Position will be commensurate with experience. • Scientific Director:, • Bachelor’s Degree in the sciences. Advanced Degree PhD, PharmD, PA or NP preferred. Residency or additional post doctorate experience preferred., • 5-7+ years of experience in the pharmaceutical industry or equivalent; substantial understanding of relevant therapeutic area required., • Medical Director:, • Medical Doctorate (M.D.) degree or equivalent (D.O. or non-US equivalent of M.D.). Relevant therapeutic specialty in an academic or hospital environment preferred. Completion of residency and/or fellowship preferred., • 0-2+ years of experience in the pharmaceutical industry or equivalent., • Knowledge of clinical trial methodology, regulatory requirements governing clinical trials and experience in the design of protocols preferred., • May have performed protocol design in the academic environment and/or acted as an assistant PI., • Interactions normally require the ability to gain cooperation of others, conduct presentations of technical information concerning specific projects and schedules, etc., • Ability to interact externally and internally to support global business strategy. Must possess excellent oral and written communication skills., • Works with some supervision and guidance. Exercises judgment within well-defined practices and policies. Additional Information Applicable only to applicants applying to a position in any location with pay disclosure requirements under state or local law: * The compensation range described below is the range of possible base pay compensation that the Company believes in good faith it will pay for this role at the time of thisposting based on the job grade for this position. Individual compensation paid within this range will depend on many factors including geographic location,and we may ultimately pay more or less than the posted range. This range may be modified in the future. * We offer a comprehensive package of benefits including paid time off (vacation, holidays, sick), medical/dental/vision insurance and 401(k) to eligible employees. * This job is eligible to participate in our long-term incentive programs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission,incentive, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole and absolute discretion unless anduntil paid and may be modified at the Company’s sole and absolute discretion, consistent with applicable law. AbbVie is an equal opportunity employer and is committed to operating with integrity, driving innovation, transforming lives and serving our community. Equal Opportunity Employer/Veterans/Disabled. US & Puerto Rico only - to learn more, visit US & Puerto Rico applicants seeking a reasonable accommodation, click here to learn more:

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

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

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

Job Description Position: Assistant Vice President - Operations Division: New York Private Bank & Trust Reports To: Senior Vice President - Operations Employment Status: Full-Time, Exempt Office Location: 22 Vanderbilt, New York, NY About Us: Founded in 1850 as the Emigrant Savings Bank, New York Private Bank & Trust (the holding Company for Emigrant Savings Bank) offers fully integrated investment advisory, trust, lending, and other banking and family office services to serve the needs of wealthy individuals and families. Essential Responsibilities and Duties: • Collecting and preparing documentation to ensure compliance with Anti-Money Laundering/BSA requirements, • Setting up client relationship in Addepar;, • Importing/linking accounts, • Creating fee schedule, • Creating portal views and sending portal activation email, • Emailing quarterly performance reports, • Perform comprehensive client account maintenance activities for private banking clients, inclusive of:, • Preparing & reviewing wire and check requests; Facilitating check deposits, • Instructing & performing cash transfers or asset movement between accounts, • Facilitating account closings and or account transfers, • Processing monthly client management fees; quarterly Pershing fees, • Preparing quarterly ARC materials; administrative reviews for clients, • Maintenance of Control Program, • Prepare documentation for internal & external audits, • Point of Contact, • for clients - reviewing, researching and responding timely to client queries, • for Pershing – account custodian, • for Trust Management Network (TMN) – trust administration platform, • for internal partners around the Bank, • Working closely with Internal Partners, • Investment Management Team, • Relationship Managers, • Division Compliance Officer, • Corporate Compliance Team, • Trust Department, • Subsidiary Accounting, • Strong ability to work independently and with appropriate urgency, • Excellent follow-up habits and attention to details New York pay range$100,000—$125,000 USD

Job DescriptionFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Business Transformation practice you will lead workstreams and manage day-to-day delivery across capital markets transformation programs. You’ll partner with client stakeholders to analyze processes and data, design target-state solutions, manage testing/UAT, and implement automations—particularly in OTC derivatives and SFT—while coaching junior team members.What You'll Do: • Workstream leadership: Plan and run workstreams across operating model, process, data, and technology; manage scope, milestones, RAID, and cross-team coordination; conduct scrum for development/defect management., • Lifecycle optimization: Analyze and improve trade capture, lifecycle, positions/P&L, valuation, confirmation, settlement, collateral, asset servicing, reconciliations, and reporting/data services., • Domain coverage: Apply working knowledge across OTC derivatives, SFT (repo, securities lending, margin financing) and collateral mechanics., • Requirements & specs: Conduct workshops, produce BRDs/FRDs, process flows (Visio or similar), and report specifications (data fields, sources, formulas/algorithms)., • Testing & UAT: Create system test plans, manage execution using JIRA (or equivalent), coordinate UAT with business users, and ensure functionality meets requirements., • Process & automation: Design and implement process improvements and automation leveraging Power Automate, Alteryx, Power BI, UiPath; deliver dashboards and operational insights., • Data work: Support data mapping, migration, controls, and visualization/analytics; use SQL/Python for profiling, analysis, and prototypes where applicable., • Stakeholder engagement: Maintain relationships across Business Management, Sales/Trading, Risk, Legal, Technology & Operations, Compliance, Client Services; support change management and training activities., • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards, • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processesWhat You'll Bring:, • Experience: 5+ years in management consulting and/or capital markets operations/technology roles with track record in transformation delivery., • Product knowledge: In-depth understanding of equities, fixed income, derivatives, FX, alternative assets., • Lifecycle & systems: Understanding of front-to-back trade flows and typical systems/processes across Risk, Finance, and Compliance; familiarity with platforms like Murex, Calypso/Adenza, Bloomberg, MarkitSERV/DTCC, Acadia a plus., • Execution skills: Strong background in process design/mapping, workflow development, UAT, system configuration/testing, status monitoring, and issue resolution., • Data & tools: Experience with SQL/Python for analysis and Power BI for visualization; comfort with automation (Power Automate, Alteryx, UiPath)., • Program methods: Working knowledge of governance, RAID, agile ceremonies, and project economics; ability to identify risks, manage expectations, and deliver to plan., • Mindset: Energetic self-starter with strong problem-solving and systems thinking; validates outcomes with clients, shares alternative perspectives, and acts on feedback., • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation, • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standardsQualifications:

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

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

Job DescriptionRole summary: The Senior HR Business Partner (Sr. HRBP) is a strategic advisor, trusted partner, and member of the Novatae Executive Leadership Team. Serving as Novatae’s senior people leader, this role provides end-to-end HR partnership across the organization and is accountable for shaping and executing a high-impact people agenda that strengthens business performance. The Sr. HRBP enables executive effectiveness and organizational outcomes through leader coaching, organizational design, talent and succession planning, and thoughtful execution of core HR programs. This leader is known for delivering high-quality work, operating with discretion and sound judgment, and partnering across Novatae and World’s broader Human Resources organization to drive consistent, scalable people practices. How this role shows up: This position requires an enterprise mindset, high trust, and a highly collaborative, team-oriented approach—balancing strategic advisory work with hands-on execution. The Sr. HRBP contributes as a full leadership team peer: bringing points of view, elevating risk and opportunity, and ensuring people decisions align to Novatae’s strategy and operating model. The Sr. HRBP builds credibility through responsiveness, clear communication, sound judgment, and practical solutions that work for leaders and employees. • In this role, you will: advise and coach the executive team on high-stakes people decisions., • Translate business strategy into a focused people plan (talent, org design, culture, engagement)., • Strengthen leadership capability and organizational health through clear expectations, fair practices, and practical execution.About NovataeNovatae Risk Group is World’s specialty insurance distribution business, operating as a wholesale brokerage and specialty underwriting platform (including MGA/program capabilities). We support leaders in a distributed, fast-paced environment where responsiveness and clear operating rhythms matter.Key responsibilities, • Executive advising & coaching: Coach executives on leadership behaviors, communication, decision-making, and navigating sensitive people situations., • People strategy & operating rhythm: Partner with the executive team to define priorities and run effective cadences (talent reviews, engagement readouts, leadership offsites) with clear follow-through., • Culture & values leadership: Lead the way in building a strong corporate culture and reinforcing respect for our defined values through everyday behaviors., • Org design & change leadership: Support org design (structure, role clarity, spans/layers) and support reorganizations, integrations, or rapid growth with strong change management., • Talent & succession: Lead leadership talent reviews, succession planning, and development actions; identify capability gaps and propose solutions., • Performance & accountability: Enable consistent goal setting, feedback, and performance management; facilitate calibration and promote equitable outcomes., • Employee relations: Lead complex investigations and high-risk performance/behavior matters in partnership with Legal as needed., • Program design (scale with the business): Help design and improve core people programs (manager development, annual talent processes, compensation planning, HR dashboards, Licensing compliance tracking)., • Enterprise HR partnership: Operate as an active member of World’s broader HR organization, aligning practices and stepping in to support cross-company priorities., • Policy and Procedures Creation: Create and execution of operational policy and procedure in partnership with legal., • M&A / Integration Support: Support acquisitions, business integrations, restructuring, and post-acquisition workforce alignment initiatives., • Compensation Strategy & Pay Governance: Support compensation planning, market benchmarking, off-cycle compensation evaluations, and pay governance to ensure internal equity and market competitiveness.Core HR business partner responsibilities, • Partner with leaders to strengthen team effectiveness, role clarity, and manager capability., • Guide employee lifecycle processes (onboarding, performance reviews, promotions, internal mobility, offboarding)., • Partner with Talent Acquisition and Finance on workforce planning and headcount prioritization., • Use people data and employee insights to identify trends, anticipate issues, and recommend actions.Required qualifications, • 8+ years of progressive HR experience, including senior-level HRBP partnership with executives., • Strength in executive coaching, organizational design, talent planning, and change management., • Working knowledge of employee relations and employment practices; sound judgment with sensitive matters., • Excellent communication and influence skills; high discretion and integrity.Qualifications & competencies, • Executive presence; able to build trust quickly and challenge constructively., • Experience in start-up, high-growth, entrepreneurial, or transformation environments., • Strong cross-functional partnership (People Ops, Talent Acquisition, Finance, Legal)., • Systems thinking with a practical, hands-on approach and strong follow-through. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-GP1#LI-HYBRID Powered by JazzHR 3GQOnKhC9m

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

Job DescriptionCompany Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic planning. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality. Primary Responsibilities • Evaluates exposures, obtains quotes, review, negotiate and finalize quotes, • Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations., • Determines Markets within Core Carrier Strategy, • Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor., • Creates complete carrier submission and submits, • Obtains signed binding and notifies carriers, • Reviews binding documents for accuracy, • Contract Reviews, • Set up and maintain accurate account details, contacts, and policy information in EPIC, • Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance, • Attach, organize, and name documents in EPIC, • Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc., • Create activities in EPIC and assign to applicable team member, • Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products., • Able to understand new technology platforms quickly., • Proficient in agency management systems (EPIC) and carrier sites., • Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues., • Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative, • Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs., • Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert., • Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects., • Able to solve difficult problems that are not routine, but not overly complex., • Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them. Physical Demands & Working Conditions Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MA1 Powered by JazzHR bhiLx6hOAF

Job Description Now Hiring: CRE Underwriter Location: Uniondale, NY The Opportunity Winston Staffing is seeking two high-caliber Commercial Real Estate (CRE) Underwriters to join the lending team for our client a leader in Commercial Banking . In this role, you will be the analytical bridge between opportunity and closing. We aren't looking for "form-fillers"—we are looking for credit professionals who can deconstruct complex financial scenarios and provide clear, risk-mitigated paths to approval for Multi-Family, Mixed-Use, and Construction projects. The Mission As an Underwriter, your goal is to drive the pipeline forward by delivering institutional-grade credit analysis. You will be responsible for the integrity of the bank’s portfolio by identifying risks that others might miss and ensuring every file is audit-ready and accurately modeled. Key Performance Objectives • High-Velocity Pipeline Management: Take ownership of a diverse pipeline, moving applications through the credit lifecycle with precision and speed to meet bank SLAs., • Advanced Financial Modeling: Develop "Bank Standard" income statements and global liquidity analyses. You will be expected to look past the tax return to find the true cash flow., • Risk Synthesis: Critically review 3rd-party reports (Appraisals, Environmental, Credit) and provide actionable recommendations that support the final credit decision., • Data Integrity: Maintain 100% accuracy within the Loan Origination System (LOS), ensuring that all supporting documentation is meticulously analyzed and filed., • Collaborative Advisory: Serve as a subject matter expert for Loan Administrators and Business Development Officers, resolving processing hurdles and clarifying credit policy. The Ideal Profile • Experience: 3+ years of dedicated CRE underwriting experience, specifically within the New York market., • Asset Class Expertise: Proven track record with Multi-Family, Underlying Co-Op, Mixed-Use, Retail, and Industrial properties., • Technical Toolbelt: Advanced Excel skills (v-lookups, pivot tables, complex modeling) and proficiency in professional credit writing., • Education: A Bachelor’s degree in Finance, Economics, or a related field (or equivalent real-world experience)., • Mindset: A "deal-mechanic" approach—you enjoy the puzzle of complex financials and take pride in the accuracy of your risk assessment. Why Winston Staffing? When you partner with Winston Staffing, you gain access to the premier financial institutions in the New York market. This 5-month assignment offers a competitive hourly rate, a sophisticated work environment and the opportunity to work on high-profile New York real estate transactions. Ready to Apply? If you have a sharp eye for credit and a passion for the NYC real estate market, we want to hear from you.

Job Description Company Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Broking Specialist receives and processes submissions for business from a network of insurance agents, obtains quotes from multiple insurance carriers, and provides agents with multiple quotes based on business requirements. Develops and maintains a network of agency and/or broker relationships. Primary Responsibilities • Collaborates with Account Managers and Client Advisors in assigned division to develop coverage strategy and marketing initiatives for renewal and prospective business in the Middle Market segment., • In conjunction with other team members, prepare, review, and approve client-ready documentation, including proposals, analysis, and coverage comparisons, for new business opportunities and renewals., • Participate in client and prospect meetings as requested., • Negotiate with underwriters to establish best terms and conditions with respect to premiums and coverage., • Develop and maintain positive relationships with carriers that write both Middle Market and upper Middle Market P&C business., • Drive utilization of all available technology throughout broking process and client service process, • Project/process management discipline and follow-through, • Compelling deductive reasoning skills, • Substantial inter-personal skills and associate engagement expertise, • Effective listening and communication skills, • Collaborative nature, • Action-oriented, ambitious, initiative-taker, • Analytical and creative thinker, • Commitment to continuous learning and development, • Basic understanding of standard property and casualty insurance programs, • Purposeful, results-driven, competitive, tenacious desire to win, • Knowledgeable of the insurance marketplace and keeps current with marketplace changes, • Strong ability to influence and negotiate with trading partner peers, and achieve optimal outcomes for clients and prospective clients Physical Demands & Working Conditions Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. Compensation This position is located in New Jersey. The base salary for this position at the time of this posting may range from $72,700 to $95,400. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit for more details. #LI-MA1 #LI-HYBRID Powered by JazzHR vrHsl0omz6