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Job Description Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series D funding round brought our total investment to over $320 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 9 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 380+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Who We're Looking For We're seeking a Lead Product Manager, Accounts to own Alpaca's brokerage accounts product area end-to-end - account models, onboarding and lifecycle, KYC / KYB, sub-accounts and multi-accounts, IRA cross-work, and the APIs and operational workflows our partners rely on. This is a senior product role focused on area ownership and execution, not people management - you'll own the accounts roadmap and personally ship across multiple lanes in parallel, partnering with the other PMs in the accounts area (Account Structures, IRA, tax / cost basis) to raise the standard of work shipped across the swimlane. This role sits at the intersection of regulatory complexity, developer experience, and scale. You'll unify what is today a set of important but fragmented initiatives - so partners get predictable APIs, clear documentation, and reliable delivery - while we expand globally across multiple licensed entities and regional accounts and tax regimes. You're expected to provide early signal on US policy changes (FINRA, FATCA, OFAC, beneficial-ownership / CDD) rather than react after rules formalize. You'll work across many partner, engineering and operational teams, and you'll represent the accounts area in product reviews, partner exec syncs, and leadership-level discussions. Success is measured by partner adoption and production usage of account capabilities - not by ship dates or volume of documentation alone. Things You Get To Do • Own the product vision, roadmap, and success metrics for the entire accounts area - account models, onboarding / lifecycle, KYC / KYB, sub-accounts / multi-accounts, and IRA cross-work., • Personally execute across multiple in-flight lanes in parallel - not just sequencing them from above, but shipping work yourself on the most strategically important ones., • Rationalize how we expose account APIs and internal systems - including where a "single" KYC / KYB surface must flex for different account types, jurisdictions, and partner operating models., • Drive build-vs-buy, partner-vs-direct, and onshore-vs-offshore tradeoffs across the area; re-sequence the roadmap under real constraints (regulator deadlines, partner asks, eng capacity)., • Partner deeply with engineering, broker-dealer operations, compliance, legal, partnerships, success, and sales to prioritize initiatives that balance regulatory risk, operational load, revenue impact, and time-to-market., • Lead discovery with partners and prospects - understand blocking requirements, translate needs into sequenced roadmaps, push back on asks that don't fit the platform, and communicate honest timelines and scope., • Shape pricing and packaging inputs where account products imply different operational handling - working with commercial and operations stakeholders so what we sell matches what we can deliver and support at scale., • Support global expansion of account capabilities as Alpaca grows its regional broker-dealer footprint - including regional account constructs, tax-advantaged or retirement-like products, and jurisdiction-specific rules (US / non-US)., • Define and monitor adoption across accounts - onboarding funnel health, API adoption, time-to-first-funded-account, verification pass rates, partner-reported blockers, operational throughput; willing to sunset or rework features that don't drive adoption rather than calling them done at launch., • Raise the standard of work shipped across the accounts area - mentor peer PMs, set quality bar, unblock adjacent teams. Who You Are (Must-Haves) • 10+ years of experience in Product Management, Engineering, Consulting, or starting a startup, with senior IC ownership in a regulated identity, accounts, or brokerage domain., • Demonstrated end-to-end ownership of an accounts-shaped surface at production scale - at least two of: KYC / identity verification, new account types (entity / joint / custodial / trust), sub-accounts / multi-accounts, IRA / tax-advantaged account structures., • Direct experience navigating US accounts / identity regulatory frameworks - FINRA KYC / AML, FATCA, IRS entity rules, beneficial-ownership / CDD, OFAC screening., • Track record of setting and executing an area-level roadmap across multiple in-flight workstreams in parallel - not just shipping a single product., • Proven ability to operate as a senior product owner who raises the standard around them - mentors peers, sets quality bar, represents the area in cross-functional and leadership forums without holding a manager title., • Exceptional written and verbal communication; ability to run partner-facing conversations, regulator-adjacent forums, and internal leadership updates., • Experience analyzing data using SQL and a relevant BI tool., • Bachelor's degree in computer science, engineering, finance, or equivalent. You'll Thrive In This Role If You Bring • Excitement about growing your impact through scope and influence across the accounts area, rather than through team size., • A track record of owning and shipping multiple workstreams in parallel over the last 2-3 years - not just setting vision and facilitating tradeoffs., • Hands-on regulated-product experience at the shipping and mechanical-chain layer, not just the policy and framework layer., • The senior posture to sequence in-flight accounts work (sub-accounts / multi-accounts, KYC, entity accounts) from day one, without a six-month ramp. Who You Might Be (Nice-to-Haves) • Direct broker-dealer or institutional brokerage experience - Schwab, Fidelity, IBKR, Apex, Drivewealth, or correspondent-clearing equivalents., • Experience standing up KYC / identity programs from scratch, not just iterating on an inherited one., • Familiarity with the B2B2C correspondent / broker-as-a-service model - partners as primary customers, end retail customers downstream., • Direct experience with entity / corporate onboarding, beneficial ownership, or KYB at scale., • Familiarity with US retirement accounts (e.g., IRA ecosystem, rollovers) and/or non-US registered / tax-advantaged account types., • Experience unifying fragmented account or identity stacks behind consistent APIs and data models., • Background in broker-dealer operations (exceptions queues, document review, account maintenance) and automation opportunities., • AI-native PM workflow - recurring use of tools like Cursor, Claude, ChatGPT, NotebookLM, or custom agents in PRD drafting, customer-call synthesis, data exploration, and prototyping.How We Take Care of You:, • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500, • Monthly Stipend: USD $150 per month via a Brex Card Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce. 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Job Title: Operations Specialist (Career Growth Path) Location: New York, NY (In-Office) Compensation: $85,000 – $110,000 Base Salary + Performance Bonus The Opportunity Join a premier, high-growth wealth management firm managing over $1.2 Billion in AUM. We specialize in comprehensive financial planning for physicians and are one of the fastest-growing branches within the Osaic network. As we scale at over 30% per year, we are looking for a foundational operations professional who wants to build a long-term career with us. Long-Term Career Path We are seeking a candidate who truly enjoys the operations side of wealth management and intends to stay and grow in this field for several years. This is not a "stepping stone" to becoming an advisor; it is a path to operational leadership (Operations Manager, Lead Operations or Chief Compliance Officer). Core Responsibilities • Independent Execution: You are a self-starter who does not need to be micromanaged. You own your desk, manage your own schedule, and ensure nothing falls through the cracks., • Account Setup Excellence: Take full ownership of the end-to-end opening process for Individual, Joint, 529, and Entity accounts. You ensure every document is submitted correctly the first time, proactively catching errors to guarantee a smooth experience., • FA Partnership & Feedback: Act as a true partner to our Financial Advisors. This includes understanding their priorities, managing expectations, and providing regular feedback on task status., • Critical Deadline Support: Lead the charge during peak periods (Tax Season and Year-End) on last-minute account openings, funding, and contribution/distribution requests., • Money Movement & Funding: Execute ACAT/non-ACAT transfers, wires, and check distributions. Proactively assist advisors with the formal funding of Revocable Trusts., • Retirement & Tax Support: Oversee RMDs, QCDs, Rollovers, and DAFs. You must be able to spot and fix errors—such as IRA over-contributions—before they cause tax issues. Technical Requirements • Experience: Minimum 2-3 years specifically supporting Financial Advisors in an operations role., • Mandatory Skills: You must have extensive, hands-on experience opening new accounts and managing the full Rollover processing lifecycle., • Platform Mastery: Understanding of the broader Broker-Dealer/RIA landscape (e.g., Schwab, NFS) and how to resolve NIGO issues independently is a major plus., • The "Error Anticipator": You look three steps ahead to prevent mistakes before they happen. Benefits & Perks • Retirement: 401(k) plan with firm contribution/match., • Health: Comprehensive Health, Dental and Vision insurance., • Time Off: Paid Time Off (PTO) package., • Bonus: Annual performance-based incentives tied to accuracy and firm growth.

Job post summary Job description Lester Schwab Katz & Dwyer, LLP seeks a New York admitted attorney with 5+ years of experience handling insurance coverage litigation, to join its insurance coverage practice group. The attorney will be handling declaratory judgment actions and drafting coverage opinions and position letters. Strong legal writing and research skills are essential. Salary: $170,000-$225,000 Experience • Relevant litigation experience handling insurance coverage litigation, • Familiarity with Insurance Defense is preferred, • Strong writing skills Job Type - Full-Time Work Location: Hybrid remote in NY, NY 10005

Position Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Assistant Branch Manager (ABM) within Schwab's Branch Network, you have the unique opportunity to center your work around development and growth - for your clients, your team, and yourself. In collaboration with, and under the guidance of, the Branch Manager, you will develop and implement a comprehensive local business plan focused on growth of market share and client assets. As a branch leader, you will coach a driven team of branch professionals, attending to performance management and employee engagement. In more than 300 branch offices in 45 U.S. states, you'll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals. As an ABM, you are on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization, which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. If you are seeking the next step in your career as a leader within wealth management, this may be the role for you. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. To learn more about our client offerings visit: Charles Schwab - Investor Services (https://www.aboutschwab.com/what-we-do) What you have Required Qualifications: Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment) Since this is a development role, those that are hired into his position need to be flexible to relocate across the network when a manager role becomes available. Preferred Qualifications: A minimum of 5 years in the financial services industry with leadership experience preferred Ability to provide ongoing employee coaching, development, and recognition Demonstrated business development experience with a strong drive for results Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement. Openness to build and deepen relationships with clients, within the community and within Schwab to achieve desired results A valid and active Life and Health Insurance license (may be obtained within a 120 day condition of employment) CFP® designation is preferred Strong brokerage and industry knowledge Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive benefits package (/summary-of-benefits) that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

$80 - $110/hourpayfinancial planninginvestment managementretirement planningtax-aware strategiesclient relationship managementcommunicationregulatory compliancehigh-net-worth client advisingjudgment and decision-makingcertified financial planner (cfp)Certified Financial Advisor (CFA)micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management., • Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools., • Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needs., • Communicate complex financial concepts in a client-centric, easily understandable way., • Utilize strong judgment to balance immediate financial needs with long-term planning considerations., • Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management., • Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: • Several years of hands-on experience in personal financial advisory or private wealth management, advising individual clients., • Proven ability to build trust and rapport with high-net-worth or mass affluent clients., • Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management., • Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance., • Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps., • Exceptional judgment and decision-making capability in high-impact client scenarios., • CFP, CFA, or equivalent credential required. Preferred Qualifications: • Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking., • Exposure to AI-assisted financial planning tools or processes (helpful but not required)., • Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity. Join our customer’s team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow’s advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.

Job DescriptionBrooklyn Investment Group is an SEC-registered Investment Adviser that leverages the technology of its parent company, Brooklyn Artificial Intelligence Research. This technology is combined with institutional-grade portfolio optimization and automated tax-loss harvesting to power personalized portfolios for our clients, including financial advisory firms and asset managers. Over the past five years, Brooklyn Artificial Intelligence Research has developed one of the most powerful engines for customizing investment portfolios and more than $5 billion has been traded on its portfolios to date. Our growing team of 20+ quant investors, machine learning researchers, and software engineers comes from top universities and financial institutions such as Goldman Sachs, Citadel and Bridgewater Associates. Opportunity If you’re interested in the growing intersection of finance and technology, this opportunity offers a unique value proposition. At Brooklyn, we are firm believers in the transformative potential of technology to revolutionize portfolio management and trade execution. We are dedicated to architecting one of the most cutting-edge portfolio management platforms in the industry. As a Portfolio Management Engineer, you will play a crucial role as the primary liaison for our clients, operational partners, and custodians. Your core responsibilities will involve developing tech-forward tools to optimize portfolio management, trade execution, and reconciliation processes. You'll collaborate closely with teams across quant, engineering, research, and trading to ensure seamless workflows and innovation.Responsibilities • Ongoing Portfolio Management: Act as a bridge between portfolio management and trading teams, serving as the primary point of contact for operational partners and custodians, lending to smooth coordination and execution of trades., • Platform Enhancements: Take part in the implementation of enhancements to the portfolio management platform, utilizing stakeholder feedback and industry benchmarks to enhance functionality, reliability, and scalability, all while maintaining a top-notch user experience., • Collaborative Coordination: Coordinate closely with portfolio construction teams to ensure alignment between client objectives and investment strategies, facilitating a seamless experience for clients throughout the investment lifecycle., • Client Service: Serve as a primary point of contact for clients regarding portfolio management, trading, and reporting, offering timely updates and addressing any inquiries or concerns to maintain a high level of client satisfaction.Skills & Experience Core, • Professional Experience: Two or more years of professional work experience in equities portfolio management or investment operations., • Education Background: Bachelor's or Master’s degree from a leading institution in a quantitative discipline, such as mathematics, natural sciences, engineering, computer science, or economics., • Proficiency in Python: Demonstrate an advanced level of skill in Python programming. Follow industry best practices in software development, ensuring code is clean, modular, and efficient., • Professional Attributes: Desire to work in a fast-paced environment with meticulous attention to detail, striving to stay at the forefront of innovation in investment management., • Experience interacting with custodian platforms, such as Schwab and Fidelity, familiarity with order management systems, and trade execution, involving algorithmic solutions, are advantageous but not mandatory.Please send your CV, GitHub profile, and a paragraph on why you'd be an excellent addition to the company to hiring@bkln.com. Anticipated range of $125,000-$160,000 for base salary, depending on the amount of compensation desired in equity options, and on the level of experience. Check out our full list of job openings here. Brooklyn Investment Group, LLC, is a wholly owned subsidiary of Brooklyn Artificial Intelligence Research, D/B/A of Skopos Labs, Inc. Brooklyn Investment Group and Brooklyn Artificial Investment Research are equal opportunity employers. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, 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 and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series D funding round brought our total investment to over $320 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 9 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 380+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Who We're Looking For We're seeking a Lead Product Manager, Money Movement & Settlements to own Alpaca's money-movement and settlements product area end-to-end - JIT funding, instant funding, post-trade settlement, prefunding, US and non-US funding rails, and the ancillary products that sit alongside (HY Cash, FPSL). This is a senior product role focused on area ownership and execution, not people management - you'll own the area roadmap and personally ship across multiple lanes in parallel, partnering with the other PMs in the area to raise the standard of work shipped across the swimlane. This role sits at the intersection of regulated payments, post-trade settlement, and broker-as-a-service partner economics. You'll unify what is today a set of important but fragmented initiatives - so partners get reliable, predictable money movement, settlement that scales, and clear documentation - while we expand globally across multiple licensed entities and regional payment rails. You're expected to provide early signal on changing global payments frameworks rather than react after rules formalize. You'll work across many partner, engineering and operational teams, and you'll represent the area in product reviews, partner exec syncs, and leadership-level discussions. Success is measured by partner adoption and production usage of money-movement and settlement capabilities - not by ship dates or volume of documentation alone. Things You Get To Do • Own the product vision, roadmap, and success metrics for the entire money-movement and settlements area - settlements (JIT, instant funding, post-trade, prefunding), funding rails (US and non-US ACH, wires, RTP, FedNow, regional rails), and ancillary products (HY Cash, FPSL)., • Personally execute across multiple in-flight lanes in parallel - not just sequencing them from above, but shipping work yourself on the most strategically important ones., • Rationalize how we expose money-movement and settlement APIs and internal systems - including where a single settlement surface must flex for different partner operating models, geographies, and funding flows., • Drive build-vs-buy, partner-vs-direct, and onshore-vs-offshore tradeoffs across the area; re-sequence the roadmap under real constraints (regulator deadlines, partner asks, eng capacity)., • Partner deeply with engineering, broker-dealer operations, treasury, compliance, legal, partnerships, success, and sales to prioritize initiatives that balance regulatory risk, operational load, revenue impact, and time-to-market., • Lead discovery with partners and prospects - understand blocking requirements, translate needs into sequenced roadmaps, push back on asks that don't fit the platform, and communicate honest timelines and scope., • Shape pricing and packaging inputs where money-movement and settlement products imply different operational handling - working with commercial and treasury stakeholders so what we sell matches what we can deliver and support at scale., • Support global expansion of money-movement capabilities as Alpaca grows its regional broker-dealer footprint - including regional payment rails, FX corridors, and jurisdiction-specific rules (US / non-US)., • Define and monitor adoption across the area - settlement success rate, time-to-funding, ACH return rate, instant-funding utilization, partner-reported blockers, operational throughput; willing to sunset or rework features that don't drive adoption rather than calling them done at launch., • Raise the standard of work shipped across the money-movement and settlements area - mentor peer PMs, set quality bar, unblock adjacent teams. Who You Are (Must-Haves) 10+ years of experience in Product Management, Engineering, Consulting, or starting a startup, with senior IC ownership in regulated payments, settlement, treasury, or brokerage clearing infrastructure. Demonstrated end-to-end ownership of money-movement or settlement surfaces at production scale - at least two of: ACH / wire / RTP / FedNow rails, post-trade settlement, JIT or instant funding, prefunding, FX corridors, or broker-dealer clearing flows. Direct experience navigating US payments and clearing regulatory frameworks - NACHA ACH operating rules, Federal Reserve oversight, FINRA / SEC clearing and customer-protection rules, OFAC screening, AML / BSA obligations as they touch money movement. Track record of setting and executing an area-level roadmap across multiple in-flight workstreams in parallel - not just shipping a single product. Proven ability to operate as a senior product owner who raises the standard around them - mentors peers, sets quality bar, represents the area in cross-functional and leadership forums without holding a manager title. Exceptional written and verbal communication; ability to run partner-facing conversations, regulator-adjacent forums, and internal leadership updates. Experience analyzing data using SQL and a relevant BI tool. Bachelor's degree in computer science, engineering, finance, or equivalent. You'll Thrive In This Role If You Bring Excitement about growing your impact through scope and influence across the money-movement and settlements area, rather than through team size. A track record of owning and shipping multiple workstreams in parallel over the last 2-3 years - not just setting vision and facilitating tradeoffs. Hands-on regulated-product experience at the shipping and mechanical-chain layer (e.g. ACH return code handling, settlement reconciliation, exception queues), not just the policy and framework layer. The senior posture to take over an in-flight money-movement and settlements roadmap from day one, without a six-month ramp. Who You Might Be (Nice-to-Haves) Direct broker-dealer or institutional brokerage experience - Schwab, Fidelity, IBKR, Apex, Drivewealth, or correspondent-clearing equivalents. Experience standing up money-movement or settlement programs from scratch, not just iterating on inherited ones. Familiarity with the B2B2C correspondent / broker-as-a-service model - partners as primary customers, end retail customers downstream. Direct experience with DTCC, NSCC, Fedwire, or other clearing-house settlement flows. Familiarity with global payment rails outside the US - SEPA, FPS, regional ACH equivalents, or stablecoin-rail funding. Experience unifying fragmented money-movement or settlement stacks behind consistent APIs and data models. Background in broker-dealer treasury or clearing operations (reconciliation, exception handling, regulatory reporting) and automation opportunities. AI-native PM workflow - recurring use of tools like Cursor, Claude, ChatGPT, NotebookLM, or custom agents in PRD drafting, customer-call synthesis, data exploration, and prototyping. How We Take Care of You: • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500, • Monthly Stipend: USD $150 per month via a Brex Card Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce. Recruitment Privacy Policy

Job Description Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series D funding round brought our total investment to over $320 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 9 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 380+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Your Role: We're seeking a Product Manager, New Assets to own one core sub-surface of Alpaca's trading product area end-to-end - a new asset class (MMFs, Global Stocks, FX, Options) or an ancillary trading product (overnight, commission models, margin, IPO, FIX). Partners and developers are your primary customers; you ship API-driven trading capabilities that they actually adopt. This role sits at the intersection of market structure, regulated trading execution, and developer experience. You'll go deep on one part of the trading stack, shipping at production cadence in parallel with compliance, legal, and broker-dealer operations. You'll work closely with engineering, broker-dealer operations, market structure / execution, compliance, legal, partnerships, and the other PMs in the trading area. Success is measured by partner adoption and production usage of your surface - not by ship dates or volume of documentation alone. Things You Get To Do • Own one core trading sub-surface end-to-end (a new asset class or an ancillary trading product) - drive prioritization, API design, and rollout inside your surface., • Run discovery with partners and prospects against real integration constraints, translate findings into a sequenced backlog for your surface, and push back on requests that don't fit the platform without over-promising., • Ship to production at the cadence of a high-growth platform - write clear PRDs, align with engineering on API contracts, and produce documentation partners can implement against., • Partner with compliance, legal, and market-structure / execution teams on product decisions that touch licensing, trading rules, best execution, and venue connectivity - comfortable shipping in parallel with them in a regulated environment., • Improve operational efficiency in your surface - exception handling, partner-facing tooling, automation of repetitive ops - and own the metrics., • Track adoption beyond GA - trading volume, order success rate, partner activation, partner-reported blockers - and iterate on docs, SDK ergonomics, and rollout sequencing until your surface is actually being adopted., • Report timely and accurately on product status and results to internal and external stakeholders, including partners. Who You Are (Must-Haves) • 5+ years of experience in Product Management, Engineering, Consulting, or starting a startup - preferably in equities, options, FX, money market funds, or other regulated trading / brokerage infrastructure., • Demonstrated depth on at least one trading surface - an asset class (MMFs, Global Stocks, FX, Options), execution / order management, margin, FIX, or another core trading capability - shipped to production scale., • Experience shipping B2B / developer-facing products: SDKs, APIs, partner integrations where developers and partners are the primary customer, not just end users., • Comfort shipping in parallel with compliance, legal, and market-structure teams in a regulated environment., • Experience analyzing data using SQL and a relevant BI tool., • Bachelor's degree in computer science, engineering, finance, or equivalent., • Business acumen to weigh stakeholder, tech feasibility, time, and budget tradeoffs. Who You Might Be (Nice-to-Haves) • Direct broker-dealer or institutional brokerage experience - Schwab, Fidelity, IBKR, Apex, Drivewealth, or correspondent-clearing equivalents., • Familiarity with the B2B2C correspondent / broker-as-a-service model - partners as primary customers, end retail customers downstream., • Direct experience shipping a non-US trading product (Global Stocks, FX, regional venues) or a complex asset class (Options, MMFs)., • Experience with US market structure and regulatory frameworks - Reg NMS, Reg SHO, FINRA / SEC rules around best execution, FINRA OATS / CAT., • Familiarity with FIX protocol, OMS / EMS systems, smart order routing, or venue / liquidity-provider integrations., • Background in broker-dealer trading operations (exceptions, trade breaks, regulatory reporting) and automation opportunities., • AI-native PM workflow - recurring use of tools like Cursor, Claude, ChatGPT, NotebookLM, or custom agents in PRD drafting, customer-call synthesis, data exploration, and prototyping.How We Take Care of You:, • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500, • Monthly Stipend: USD $150 per month via a Brex Card Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce. Recruitment Privacy Policy

Job Description Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series D funding round brought our total investment to over $320 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 9 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 380+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Your Role: We're seeking a Product Manager, Accounts to own one core sub-surface of Alpaca's brokerage accounts domain end-to-end - KYC / identity verification, an account type (entity / joint / custodial / trust), sub-accounts / multi-accounts, or IRA cross-work. Partners and developers are your primary customers; you ship API-driven account capabilities that they actually adopt. This role sits at the intersection of regulated product execution and developer experience. You'll go deep on one part of the accounts stack, shipping at production cadence in parallel with compliance and legal. You'll work closely with engineering, broker-dealer operations, compliance, legal, partnerships, and the other PMs in the accounts area. Success is measured by partner adoption and production usage of your surface - not by ship dates or volume of documentation alone. Things You Get To Do • Own one core accounts sub-surface end-to-end (KYC / identity verification, account types, sub-accounts / multi-accounts, or IRA cross-work) - drive prioritization, API design, and rollout inside your surface., • Run discovery with partners and prospects against real integration constraints, translate findings into a sequenced backlog for your surface, and push back on requests that don't fit the platform without over-promising., • Ship to production at the cadence of a high-growth platform - write clear PRDs, align with engineering on API contracts, and produce documentation partners can implement against., • Partner with compliance and legal on product decisions that touch licensing, KYC / AML, identity verification, and account-model design - comfortable shipping in parallel with them in a regulated environment., • Improve operational efficiency in your surface - exception handling, partner-facing tooling, automation of repetitive ops - and own the metrics., • Track adoption beyond GA - onboarding funnel health, API adoption, time-to-first-funded-account, verification pass rates, partner-reported blockers - and iterate on docs, SDK ergonomics, and rollout sequencing until your surface is actually being adopted., • Report timely and accurately on product status and results to internal and external stakeholders, including partners. Who You Are (Must-Haves) • 5+ years of experience in Product Management, Engineering, Consulting, or starting a startup - preferably in brokerage, fintech, payments, or identity / accounts infrastructure., • Demonstrated depth on at least one accounts surface - KYC / identity verification, account types, sub-accounts / multi-accounts, or IRA - shipped to production scale., • Experience shipping B2B / developer-facing products: SDKs, APIs, partner integrations where developers and partners are the primary customer, not just end users., • Comfort shipping in parallel with compliance and legal in a regulated environment., • Experience analyzing data using SQL and a relevant BI tool., • Bachelor's degree in computer science, engineering, finance, or equivalent., • Business acumen to weigh stakeholder, tech feasibility, time, and budget tradeoffs. Who You Might Be (Nice-to-Haves) • Direct broker-dealer or institutional brokerage experience - Schwab, Fidelity, IBKR, Apex, Drivewealth, or correspondent-clearing equivalents., • Familiarity with the B2B2C correspondent / broker-as-a-service model - partners as primary customers, end retail customers downstream., • Experience with US accounts / identity regulatory frameworks - FINRA KYC / AML, FATCA, IRS entity rules, OFAC screening., • Experience with US retirement accounts (e.g., IRA ecosystem, rollovers) and/or non-US registered / tax-advantaged account types., • Experience unifying fragmented account or identity stacks behind consistent APIs and data models., • Background in broker-dealer operations (exceptions queues, document review, account maintenance) and automation opportunities., • AI-native PM workflow - recurring use of tools like Cursor, Claude, ChatGPT, NotebookLM, or custom agents in PRD drafting, customer-call synthesis, data exploration, and prototyping.How We Take Care of You:, • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500, • Monthly Stipend: USD $150 per month via a Brex Card Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce. Recruitment Privacy Policy

Job Description Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series D funding round brought our total investment to over $320 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 9 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 380+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Who We're Looking For We're seeking a Product Manager, Money Movement & Settlements to own one core sub-surface of Alpaca's money-movement and settlements stack end-to-end - a funding rail (US ACH / wires / RTP / FedNow, or non-US regional rails), a settlement workflow (JIT, instant funding, prefunding, post-trade), or an ancillary product (HY Cash, FPSL). Partners and developers are your primary customers; you ship API-driven money-movement and settlement capabilities that they actually adopt.This role sits at the intersection of regulated payments execution and developer experience. You'll go deep on one part of the stack, shipping at production cadence in parallel with compliance, treasury, and legal. You'll work closely with engineering, broker-dealer operations, treasury, compliance, legal, partnerships, and the other PMs in the area. Success is measured by partner adoption and production usage of your surface - not by ship dates or volume of documentation alone. Things You Get To Do • Own one core money-movement or settlement sub-surface end-to-end (a funding rail, a settlement workflow, or an ancillary product) - drive prioritization, API design, and rollout inside your surface., • Run discovery with partners and prospects against real integration constraints, translate findings into a sequenced backlog for your surface, and push back on requests that don't fit the platform without over-promising., • Ship to production at the cadence of a high-growth platform - write clear PRDs, align with engineering on API contracts, and produce documentation partners can implement against., • Partner with compliance, treasury, and legal on product decisions that touch licensing, AML, screening, settlement rules, and reconciliation - comfortable shipping in parallel with them in a regulated environment., • Improve operational efficiency in your surface - exception handling, reconciliation workflows, partner-facing tooling, automation of repetitive ops - and own the metrics., • Track adoption beyond GA - settlement success rate, time-to-funding, ACH return rate, partner-reported blockers - and iterate on docs, SDK ergonomics, and rollout sequencing until your surface is actually being adopted., • Report timely and accurately on product status and results to internal and external stakeholders, including partners. Who You Are (Must-Haves) • 5+ years of experience in Product Management, Engineering, Consulting, or starting a startup - preferably in regulated payments, settlement, treasury, brokerage clearing, or fintech infrastructure., • Demonstrated depth on at least one money-movement or settlement surface - an ACH / wire / RTP / FedNow rail, post-trade settlement, JIT / instant funding, prefunding, or FX corridor - shipped to production scale., • Experience shipping B2B / developer-facing products: SDKs, APIs, partner integrations where developers and partners are the primary customer, not just end users., • Comfort shipping in parallel with compliance, treasury, and legal in a regulated environment., • Experience analyzing data using SQL and a relevant BI tool., • Bachelor's degree in computer science, engineering, finance, or equivalent., • Business acumen to weigh stakeholder, tech feasibility, time, and budget tradeoffs. Who You Might Be (Nice-to-Haves) • Direct broker-dealer or institutional brokerage experience - Schwab, Fidelity, IBKR, Apex, Drivewealth, or correspondent-clearing equivalents., • Familiarity with the B2B2C correspondent / broker-as-a-service model - partners as primary customers, end retail customers downstream., • Experience with US payments and clearing regulatory frameworks - NACHA ACH rules, Federal Reserve oversight, FINRA / SEC clearing rules, OFAC screening., • Experience with DTCC, NSCC, Fedwire, or other clearing-house settlement flows., • Familiarity with global payment rails outside the US - SEPA, FPS, regional ACH equivalents, or stablecoin-rail funding., • Experience unifying fragmented money-movement or settlement stacks behind consistent APIs and data models., • Background in broker-dealer treasury or clearing operations (reconciliation, exception handling, regulatory reporting) and automation opportunities., • AI-native PM workflow - recurring use of tools like Cursor, Claude, ChatGPT, NotebookLM, or custom agents in PRD drafting, customer-call synthesis, data exploration, and prototyping.How We Take Care of You:, • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500, • Monthly Stipend: USD $150 per month via a Brex Card Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce. Recruitment Privacy Policy

Our mission is to bring web3 to a billion people, by providing builders with the tools they need to build exceptional onchain products. Alchemy is the only complete developer platform that offers the powerful APIs, SDKs, and tools necessary to build and scale onchain apps and rollups. Our infrastructure powers 70% of the top web3 teams, 90%+ of web2 companies building in web3 and 100+ million end users. Our customers include top web3 brands like Polymarket, OpenSea, Circle, WorldCoin, as well as major global brands like Shopify and Adobe. The Alchemy team draws from decades of deep expertise in massively scalable infrastructure, AI, and blockchain from leadership roles at leading companies and universities like Google, Microsoft, Facebook, Stanford, and MIT. We're backed by the world's leading VCs and institutions, including: Lightspeed, Silver Lake, a16z, Coatue, Pantera, Addition, Stanford University, Coinbase, and Charles Schwab, among others. The Role As a Rustacean at Alchemy, you'll be on the forefront of building the technology that powers the decentralized web. Rust is a critical component of the blockchain ecosystem, and as a Rust developer, you'll be responsible for designing and implementing key systems and services that enable secure, fast, and scalable interactions with the blockchain. You'll work with a team of talented engineers to build performant and reliable infrastructure that enables the next generation of decentralized applications. You'll also have the opportunity to contribute to the open source Rust ecosystem, collaborating with other developers to improve the language and tooling for blockchain applications. If you're passionate about building robust, high-performance software that helps shape the future of the crypto ecosystem, we'd love to hear from you. A few of the recent blog posts, open source releases, and launches from the team: • - now required reading at ., • Open sourcing Rundler [_], • Hello, Modular Account [_], • _ A lot of the work done by this team is OSS and you can learn a bit of what we've been up to in the public domain _. If you possess strong technical acumen, harbor a profound enthusiasm for blockchain technology, and desire to make a meaningful impact on the decentralized web, we eagerly await your application. What You'll Do: • Design and implement high-performance, scalable, and maintainable services and open source software in Rust., • Collaborate with cross-functional teams to gather requirements, provide technical guidance, and ensure timely delivery of projects., • Optimize and refactor existing code for improved performance, stability, and maintainability., • Stay current with the latest web3 and Rust developments, and drive the adoption of best practices and emerging technologies., • Contribute to the development of internal tools and libraries to streamline development processes and improve code quality., • Participate in code reviews, provide constructive feedback, and mentor junior team members., • Collaborate with the wider web3 ecosystem, including contributing to open-source projects and participating in industry events. What We're Looking For: • Bachelor's degree in Computer Science, Engineering, or a related field, or equivalent professional experience., • 5+ years of professional software development experience, with a focus on Rust programming., • Strong understanding of systems programming, concurrency, and memory management in Rust., • Demonstrated experience with web3 technologies, including blockchain protocols, smart contracts, and decentralized applications., • Solid understanding of networking protocols and experience with asynchronous programming., • Familiarity with modern software development practices, including version control (Git), continuous integration, and automated testing as applied to Rust stacks., • Proven ability to design, implement, and optimize high-performance, scalable, and maintainable code., • Excellent problem-solving, debugging, and troubleshooting skills., • Strong written and verbal communication skills, with the ability to effectively collaborate with cross-functional teams. More on The Role Alchemy is committed to offering competitive compensation, including base salary as well as equity. Additionally, Alchemy offers comprehensive medical, dental, and vision coverage, as well as other benefits such as 401k and unlimited flexible time off. The base salary range for this position is estimated to be between $135,000 - $350,000 annually. Please note this range reflects base salary only, and does not include bonus, equity, or benefits. Your salary will be determined by various factors, including relevant experience, skill set, qualifications, and other business needs.

IMI plc At IMI, we’re not just creating solutions; we’re building careers. So, unlock your potential: do work that matters, grow with us, and be part of a team shaping tomorrow. Here, you can make a real difference – solving complex engineering challenges that make industries smarter, safer and more sustainable. From the energy that powers homes to the systems that keep the world moving, you’ll help create solutions the world depends on. But it’s not just about the work – it’s about how you grow. We encourage curiosity, make learning part of everyday life, and give you real opportunities to build new skills and move your career forward. We believe in nurturing your wellbeing, too, with strong benefits and flexible policies that help you succeed. At IMI, you’ll find a supportive, collaborative and inclusive environment where you can truly thrive. The Field Application Engineer - Regional is a sales-minded technical support role for which the candidate will develop and execute a sales plan to identify, evaluate, and capture new business across the territory within our distribution partner accounts. Candidate will help customers achieve their pneumatic, fluid control, automation, and reliability goals by utilizing their technical and product knowledge to determine the best solution for the customer. Candidate will be a direct resource for our distribution partners within their region and be the go-to technical support for new and existing opportunities. Candidate must be comfortable with team selling and be willing to utilize internal and external resources/specialists regularly. This role will work very closely with the Regional Sales Manager and Design Engineering teams at our sites and partner with our distributors to drive profitable growth through market share acquisition. Work Environment: Remote, candidate must be based in the Central region of the US preferably near a major airport. (IL, TX, NE,KS, MN, MO, IA, CO). Up to 50% travel required. Key Responsibilities • Demonstrate a working knowledge of all products, capabilities, and the value proposition., • Responsible for field applications, system design, and customer product development/enhancement., • Develop and execute a territory business plan to grow both existing and targeted new customers through engineered solutions., • Develop and maintain Distribution/OEM accounts by working closely with decision-makers in Engineering, R&D, and Procurement Departments and upper management within assigned territory., • Create value with the customer using your knowledge and technical aptitude to help the customer improve their process and amplify their solution, • Become the trusted Industrial Automation advisor for customers in your territory. Can translate customer requirements into proposals that are priced to win and provide acceptable profits to meet company guidelines., • Manage new business opportunities and document activities through the funnel process using our CRM (Pivotal/Salesforce) Provide timely and complete reports and other information as required by management., • Participate in technical product training at distributor, in-house, or at the end customer, • Develop proficiency in consultative and value selling techniques used by IMI and continue professional development through training, attending trade shows/seminars, reading trade publications, etc., • Support Marketing, New Product Development, or other Division initiatives., • Manage and present complex projects throughout the sales cycle, • Make 10-15 customer visits weekly utilizing both in person and virtual selling, • Research and report on competition, competitive issues, products, and markets (Price increases, distributor line card changes, etc.), • Educate and act in a consistent manner within the scope and principles of the IMI Way., • Travel is required (up to 50%). Overnight stays will be required. Position is home office based., • Be a champion of time management and control your calendar, • Responsible for field applications, system design, and customer product development/enhancement, • Provides sales, marketing, and design direction in support of the Division’s growth initiative Critical Competencies for Success • Commitment to personal development in technical aptitude, product knowledge, and professional selling, • Working knowledge of motion control, fluid power, and mechatronics, • Bachelor’s degree with an Engineering concentration, • 5+ years of Outside industrial sales experience, • 5+ years of Distribution management or engagement, • 5+ years of Technical support & application, • CFPPS to be completed within 6 months of starting with IMI., • Proven track record of identification, evaluation, and commercialization of new business opportunities, • Excellent teamwork, interpersonal, communication, persuasion, influencing, analytical, planning, problem-solving skills., • Ability to manage many projects simultaneously with good project management, organization, planning, and strong leadership skills., • Serve as the subject matter expert on winning new business at specified customer, • Relevant Industry Knowledge, Adaptability to new technology, • Higher level of probing and listening skills / value proposition development, • Passion for growth (vs. passion for protecting business) Pay range: Minimum $110k – maximum annually $130k Within this range, individual pay is determined based on skills, experience, and qualifications relative to the job requirements. Base pay information is aligned with market location and may be subject to prevailing wage laws, if applicable. Bonus eligibility: This position is also eligible for a variable incentive pay component, separate from base salary. What IMI Can Offer You At IMI, one of our top priorities is to create an inclusive culture of health. We strive to remove barriers to care (whether that be physical or financial) and in doing so, we offer choice for all your health and wellbeing needs. See below for a general overview of our amazing perks and benefits: • Multiple health plans to choose from: HMO, PPO, and High Deductible Health Plans with a low-cost share, • Best-in-class 401K plan with zero vesting and up to 6% contribution matching, • 14-week maternity leave at full pay (Adoption benefits are equivalent), • 4-week paternity leave at full pay (Adoption benefits are equivalent), • Employee Resource Groups that offer community and support, like our Pride Network and Network of Women groups, • PTO, encompassing inclusive holidays, • Career Development opportunities (IMI’s ‘Catalyst’ Program), • Employer contribution for Health Savings Account, and in many cases free virtual telemedicine, and teletherapy., • Mental Health and wellness programs to support you and your family, • Full suite of voluntary benefits to tap into, including but not limited to: Critical illness insurance, hospital indemnity, legal insurance, identity theft protection, and pet insurance or home & auto insurance through our discount advantage platform, • Short & long-term disability as well as basic life insurance at 2x your basic salary at no cost to the employee, • Free financial advisors, webinars, and classes through Charles Schwab, • Annual Employee Stock Purchase Plan with option to purchase IMI shares at a reduced employee only price - no opportunity to lose, only to profit or refund your investment 100% Benefits plans change year over year, but we have guiding principles in place to ensure our employees have the tools and resources available to stay connected and up to date Health & Safety The physical demands described within the Key Duties & Responsibilities section of this job description are required to perform the essential functions of this position. Reasonable accommodations may be made for individuals with disabilities. Please contact your local HR representative to discuss the specific Work Conditions and Physical Requirements of this role. Health, Safety, and Environmental Duties – At IMI we are all personally committed to protecting our people, minimizing our impact to the environment, the communities we operate in and our company. All members of our workforce have the duty to ensure the health, safety and welfare of themselves, others, and the environment. Every employee is expected to follow all HSE operating procedures, also to challenge any observed behaviors or unsafe acts. Code of Ethics IMI requires the highest standard of ethics in all business dealings, particularly with customers, suppliers, advisors, employees, and the authorities. In accordance with the IMI Way: Our Code of Responsible Business. Changes to This Job Description IMI may amend this job description in whole or part at any time. By submitting your application, you consent to the processing of your personal data in line with IMI’s policies. For information about how IMI processes candidates’ data, please see the Candidate Privacy Notice at www.imiplc.com/candidate-privacy-notice, available in multiple local languages. IMI is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, or veteran status. #LI-LJ1

For over 30 years, Angi has powered the future of the home services industry, creating an environment where homeowners and pros benefit from more jobs done well. For homeowners, our platform is a reliable way to find skilled pros. For pros, we're a reliable business partner who helps them find the winnable work they want, when they want. For employees, we're an amazing place to call home. We can't wait to welcome you. Angi at a glance: Founded in 1995 as Angie’s List and rebranded in 2021 Global company with 9 brands in 8 countries and employees worldwide Homeowners have turned to us for 300 million home projects and counting About the team Our Inside Sales Representatives work with our small and medium-sized businesses and are responsible for expanding our network of service providers. At Angi, we sell leads, which are homeowners looking to get a job done. We offer multiple ways for a service provider to buy leads, based on how they want to get leads and how they pay for leads. To join this elite team, you will need to show a passion for sales, helping small and medium businesses succeed, and a desire to grow your career and income. What you’ll do: Outreach to service providers via phone (nationwide) to discuss Angi’s value proposition and product offering. You will make up to 200 dials a day to build the momentum needed to hit your sales goals. Overcoming objections and negotiating solutions while building trust with service providers to understand their needs. Coaching service providers how to effectively build life-long consumers with the homeowners who submit service requests. Researching service providers using internal notes, company websites, and other public information. Prospecting is done for you! We assign you customers quickly. Leads are provided in our CRM (a proprietary system for Angi). Guiding service providers through the background check authorization and approval process. Meeting and exceeding required sales targets – you will be responsible for the amount of contract value sold biweekly. To join our team, you’ll need: Bachelor’s degree OR 2+ years of sales or customer facing experience required High School Diploma or GED required Experience in sales, especially inside sales, is a plus Motivation to exceed sales goals – you are not satisfied by doing the minimum, and you strive to be the best Strong communication skills – building rapport quickly, active listening, and confidence in what you’re saying Desire to contribute to the bottom line and recognize that a team is only as strong as the weakest player – you seek feedback and want to continuously improve Ability to multi-task and work independently while paying attention to detail Strong initiative to strive for continuous accuracy, quality, and timeliness of information Hear and talk on a phone headset for up to 8 hours per day Proven computer aptitude including proficiency with Microsoft Office products Individual Hardline High-speed internet connection Able to provide proof you are at least 21 years of age Veterans encouraged to apply! Benefits & Compensation: $40,000 - $78,000 per year Uncapped performance-based commission + a base pay of $40,000 On target annual earnings $78,000, with the top 10% earning as much as $180,000+ Ramping performance tiers and other incentives during the new hire training period Paid comprehensive training program and the ability to apply for our management training program after 6 months of employment Employer paid medical coverage with a company contribution to an HSA fund Dental & vision coverage, pet discount plans Retirement plan with company match (401K) through Charles Schwab Generous PTO including sick, personal, vacation, volunteer time and paid holidays Work/life balance (This role is 40 hours a week, Monday- Friday) Technical equipment (i.e. laptop) provided Where you'll work: This is a remote position and we are seeking candidates who permanently reside in the following states: Alabama, Arizona, Arkansas, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, West Virginia, Wisconsin or Wyoming. If you live in a state that is not listed, you should look for other job postings on our careers page that may make more sense for your location. Angi currently has an office in the following city/states, 1) Denver, CO, 2) Indianapolis, IN and 3) New York City, NY, which are available for use if you reside near these locations You will need access to an individual hardline high-speed internet connection in your work space. This job cannot be performed from a mobile hotspot. We have a 'camera on' culture for virtual meetings. Team members must utilize all company provided equipment, including the webcam, for all team communications. We value diversity We know that the best ideas come from teams where diverse points of view uncover new solutions to hard problems. We welcome and value individuals who bring diverse life experiences, educational backgrounds, cultures, and work experiences. Angi Inc. 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 federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Our hiring process may utilize artificial intelligence (AI) tools to assist in candidate screening and assessment. Our AI tools are designed to complement, not replace, human decision-making. This job post is not scheduled to close in the foreseeable future.

At Hyperscience, we believe that behind every document is a meaningful human experience, whether that’s a family applying for their mortgage, a patient waiting for insurance coverage, or a student waiting for their visa to study abroad. However, for far too long, organizations have relied on outdated technology and manual processes to handle these processes, driving up costs, slowing down decisions, and frustrating customers. As a distinguished leader in its market category, including a Leader in the 2025 Gartner Magic Quadrant for Intelligent Document Processing Solutions and several _, our technology flips the script with an AI platform that reads, understands, and processes documents at massive scale—automatically. The Hyperscience Hypercell platform unlocks the value of an organization’s back office data through the automation of end-to-end processes, and transforms complex documents into LLM and RAG-ready data to power new enterprise GenAI experiences. This enables organizations to transform manual, siloed processes into a strategic advantage, resulting in a faster path to decisions, actions, and revenue; positive and engaging customer, public, and patient experiences; and dramatic increases in productivity. Leading organizations including American Express, Charles Schwab, HM Revenue and Customs, Mars, Stryker, The United States Social Security Administration, The United States Department of Veterans Affairs, and several others use the Hypercell platform to achieve a faster path to decisions, dramatic increases in productivity, and unparalleled business impact. Hyperscience is funded by top tier investors including Bessemer Venture Partners, Battery, FirstMark, Stripes, and Tiger Global. This role embeds a deep engineering mindset directly into the sales process. You will own the technical engagement end-to-end — ensuring Hyperscience's Intelligent Document Processing (IDP) solutions are not only sold, but designed, prototyped, and successfully deployed with measurable outcomes, supporting Commercial customers pre- and post-sale. This is a remote-first role with travel required for customer site visits and team meetings. Solution Alignment, Deployment & Continuous Outcome Management: Lead the technical lifecycle from discovery through initial production deployment, ensuring solution designs transition into successful implementations with clear, measurable technical outcomes. Hands-on Customization & Code: Write, prototype, and refine solution logic (e.g., custom Python code, API integrations, workflow configurations) during the Proof of Concept (POC) and initial deployment phases. Technical Strategy & Deal Acceleration: Act as the technical owner in sales cycles, architecting the end-to-end solution and handling technical objections, while identifying and grooming internal change agents into champions who advocate for Hyperscience across their organization. Post-Sale Technical Partnership: Collaborate with other Tech & Sales partners to drive the initial forward-deployed engagement, fine-tune models on customer data, and document the final solution for seamless handoff and optimization. Risk & Scoping Management: Define and document the precise technical scope, compute resourcing, TCO (Total Cost of Ownership), and integration strategy to mitigate deployment risk for enterprise customers. Product Feedback Loop: Actively gather and synthesize critical product feedback and emerging field intelligence, serving as the voice of the customer to internal Product and Core Engineering teams. Hands-on Engineering & Code Proficiency: 5+ years of experience in a customer-facing engineering role, with proven proficiency in Python and developing/debugging code for enterprise applications. Cloud Architecture & Deployments: Strong comprehension of modern cloud architecture (AWS, Azure, GCP) and containerized deployment patterns (Docker/Kubernetes). Technical Education & Acumen: BSc in a technical field (Computer Science, Engineering, Data Science) or equivalent hands-on engineering background. Consultative & Technical Communication: Proven ability to translate complex technology concepts (IDP, AI) into clear business value for executive, technical, and non-technical stakeholders. Exposure to IDP, RPA, OCR, or ML-based document processing/automation. Experience with Enterprise automation platforms (e.g., Microsoft Power Automate, Appian, Zapier, IFTTT, etc) Enterprise integration scoping: APIs, web services, database connectivity. Infrastructure as Code (Terraform, CloudFormation). Hyperscience is a people-first company, committed to empowering our team to make a tangible impact. Our core values, including "Innovation that Transforms," "Lead with Trust," and a "Win Together" ethos, guide our collaborative culture. As a global organization, our benefits vary by region, but we are united by a fundamental belief in work-life flexibility. We support our team with flexible PTO and work-from-home options, recognizing the importance of a healthy balance between professional and personal life. Health & Wellness: Company-covered Healthcare Coverage plans for you and your family, including HSA, PPO, Vision, Dental and Mental Health Wellness plans. Retirement & Financial: 401(k) through Empower with company match up to 6% of your annual salary. Paid Time Off (PTO): Flexible-use PTO, unaccrued and uncapped, subject to manager approval. Parental Leave: 12 weeks of paid parental leave, with an additional 4 weeks paid for birthing parents. Equity: Opportunity to own Stock Options in the company. [US Applicants] We are an equal opportunity employer. We welcome people of different backgrounds, experiences, abilities and perspectives. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. [EU Applicants] All job applications will be treated and processed with strict confidentiality and in full compliance with the GDPR provisions. We are an equal opportunity employer and 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. AI Transparency Notice We use AI tools to assist our team in screening resumes for job-related skills and qualifications, though a human recruiter ultimately reviews all applications before any hiring decisions are made. In accordance with North American, United Kingdom, and European Union (GDPR) regulations,, you have the right to request a manual review of your application or a reasonable accommodation if you prefer an alternative to automated screening. For more details on the logic used or to exercise these rights, please contact _. Beware of recruitment fraud; all official Hyperscience communication is sent exclusively from the @_ domain and we never extend offers without multiple live interviews. Personal information is only requested through our secure application process or via verified background check partners during onboarding.

At Hyperscience, we believe that behind every document is a meaningful human experience, whether that’s a family applying for their mortgage, a patient waiting for insurance coverage, or a student waiting for their visa to study abroad. However, for far too long, organizations have relied on outdated technology and manual processes to handle these processes, driving up costs, slowing down decisions, and frustrating customers. As a distinguished leader in its market category, including a Leader in the 2025 Gartner Magic Quadrant for Intelligent Document Processing Solutions and several _, our technology flips the script with an AI platform that reads, understands, and processes documents at massive scale—automatically. The Hyperscience Hypercell platform unlocks the value of an organization’s back office data through the automation of end-to-end processes, and transforms complex documents into LLM and RAG-ready data to power new enterprise GenAI experiences. This enables organizations to transform manual, siloed processes into a strategic advantage, resulting in a faster path to decisions, actions, and revenue; positive and engaging customer, public, and patient experiences; and dramatic increases in productivity. Leading organizations including American Express, Charles Schwab, HM Revenue and Customs, Mars, Stryker, The United States Social Security Administration, The United States Department of Veterans Affairs, and several others use the Hypercell platform to achieve a faster path to decisions, dramatic increases in productivity, and unparalleled business impact. Hyperscience is funded by top tier investors including Bessemer Venture Partners, Battery, FirstMark, Stripes, and Tiger Global. Hyperscience is seeking a strategic, highly technical Enterprise Account Executive to drive new logo acquisition and long-term growth across the commercial space. This role requires a deep understanding of SaaS Infrastructure and Enterprise software, as you will be expected to speak fluently about our platform’s architecture and business impact. You will lead the full sales lifecycle—from hunting new business to overseeing strategic expansion—while working in lockstep with our embedded technical engineers to ensure seamless implementation. By combining your sophisticated sales approach with a deep command of our AI technology, you will position Hyperscience as a mission-critical partner and accelerate the journey from initial discovery to realized enterprise ROI. Role Location: Remote (Greater Austin or Dallas, TX preferred) Travel: Required as needed to accommodate customer meetings and technical deep-dives. Territory Growth: Drive net-new logo acquisition within strategic enterprise accounts, focusing on the Financial Services, Transportation & Logistics, and Healthcare sectors. Full Lifecycle Management: Own the end-to-end customer journey for accounts you close, including proactive outbound prospecting, renewals, and strategic expansion. Technical Orchestration: Lead a unified GTM strategy alongside Forward Deployed Solution Engineers to bridge complex business problems with AI-driven solutions, accelerating deployment and time-to-value. Executive Relationship Building: Develop multi-threaded relationships with C-level decision-makers by leveraging the deep technical expertise of our embedded engineering partners. Strategic Pipeline Generation: Execute a self-sourced outbound strategy targeting high-value, greenfield accounts to ensure a consistent and healthy sales funnel. Market Intelligence: Influence regional strategy by providing real-time feedback on buyer dynamics to improve sales enablement and product-market fit. 5+ years' experience selling Enterprise B2B SaaS solutions. Technical Fluency: High proficiency in SaaS infrastructure and a deep understanding of how enterprise software and AI models integrate within complex, legacy IT environments. Strategic Growth Mindset: Proven success in a high-growth model, with a track record of both winning new enterprise business and scaling long-term account value. Vertical Expertise: Recent experience selling into one or more of the following sectors: Financial Services, Insurance, Transport & Logistics, or Manufacturing. Agility in Innovation: Success working within "Challenger" technology environments, with a proven ability to navigate ambiguity and sell disruptive solutions. High-Stakes Negotiation: A consistent track record of managing multi-threaded, high-value sales cycles with CxO-level stakeholders. Collaborative Selling: Experience leveraging a technical co-selling model with Forward Deployed Solution Engineers (FDSEs) for proactive client engagement and accelerated solution implementation. Domain Expertise: Deep familiarity with AI, Generative AI (GenAI), Automation, or Intelligent Document Processing (IDP) technologies. Sales Rigor: Experience with structured sales methodologies (e.g., MEDDPICC). Hyperscience is a people-first company, committed to empowering our team to make a tangible impact. Our core values, including "Innovation that Transforms," "Lead with Trust," and a "Win Together" ethos, guide our collaborative culture. As a global organization, our benefits vary by region, but we are united by a fundamental belief in work-life flexibility. We support our team with flexible PTO and work-from-home options, recognizing the importance of a healthy balance between professional and personal life. Health & Wellness: Company-covered Healthcare Coverage plans for you and your family, including HSA, PPO, Vision, Dental and Mental Health Wellness plans. Retirement & Financial: 401(k) through Empower with company match up to 6% of your annual salary. Paid Time Off (PTO): Flexible-use PTO, unaccrued and uncapped, subject to manager approval. Parental Leave: 12 weeks of paid parental leave, with an additional 4 weeks paid for birthing parents. Equity: Opportunity to own Stock Options in the company. [US Applicants] We are an equal opportunity employer. We welcome people of different backgrounds, experiences, abilities and perspectives. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. [EU Applicants] All job applications will be treated and processed with strict confidentiality and in full compliance with the GDPR provisions. We are an equal opportunity employer and 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. AI Transparency Notice We use AI tools to assist our team in screening resumes for job-related skills and qualifications, though a human recruiter ultimately reviews all applications before any hiring decisions are made. In accordance with North American, United Kingdom, and European Union (GDPR) regulations,, you have the right to request a manual review of your application or a reasonable accommodation if you prefer an alternative to automated screening. For more details on the logic used or to exercise these rights, please contact _. Beware of recruitment fraud; all official Hyperscience communication is sent exclusively from the @_ domain and we never extend offers without multiple live interviews. Personal information is only requested through our secure application process or via verified background check partners during onboarding.

Previously, Alchemy raised from a16z, Coatue, Addition, Stanford University, Coinbase, the Chairman of Google, Charles Schwab, and the founders and executives of leading organizations. Alchemy powers the top blockchain companies globally and has been featured in TechCrunch, Forbes, Bloomberg, JPMorg

Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you. The Role Farther is seeking a Senior Trading Associate to support and scale the firm's trading operations across multiple platforms and custodial environments. This role sits at the center of our investment operations function and is responsible for ensuring the accurate, compliant, and efficient execution of client investment strategies. The Senior Trading Associate will oversee the full trade lifecycle - from order intake through execution, allocation, reconciliation, and settlement - while maintaining strict adherence to regulatory, custodial, and operational controls. You'll partner closely with financial advisors, portfolio management, compliance, and custodial partners to ensure seamless execution across multiple custodians and platforms, while also helping to scale trading infrastructure and identify opportunities for automation and system improvement. Your Impact • Execute and manage trades across RIA advisory accounts and advisory platforms, ensuring accurate order entry, allocation, and settlement., • Oversee the end-to-end trade lifecycle, including order management, trade confirmation, allocation, and post-trade reconciliation across equities, ETFs, mutual funds, and fixed income., • Monitor trading activity to identify exceptions, discrepancies, or settlement breaks, and lead investigations through resolution., • Partner with Compliance and Operations leadership to ensure adherence to FINRA, SEC, and firm trading policies., • Support trade execution for advisors during large asset transitions, portfolio restructures, and client-driven trade activity, including portfolio rebalancing and model implementation., • Identify opportunities to streamline trading workflows and reduce manual operational risk; partner with technology and operations teams to enhance trading systems and automation capabilities., • Contribute to the design and documentation of scalable trading procedures and operational playbooks as the firm grows. The Ideal Match • Bachelor's degree in Finance, Economics, Business, or a related field., • 4+ years of experience in trading operations, investment operations, or trade execution within wealth management, asset management, or broker-dealer environments., • Strong understanding of trade execution workflows, order management systems, settlement and reconciliation processes, and portfolio rebalancing mechanics., • Experience with custodial trading platforms (Schwab, Fidelity, Pershing, Apex, etc.) and advanced proficiency in Excel and data analysis., • Demonstrated ability to operate in high-volume trading environments with exceptional accuracy, a risk-aware mindset, and comfort with technology-driven workflows. Bonus Points • Experience supporting both RIA trading environments and broker-dealer platforms., • Active or interest in obtaining Series 7 and Series 63,, • Background in fast-growth fintech or technology-enabled wealth firms., • Exposure to trading automation, process improvement, or system implementations Why Join Us • Competitive comp package that rewards impact, • Work alongside some of the brightest minds in fintech, • Ground-floor opportunity at a fast-scaling startup, • Chart your own growth path as we expand, • Full health benefits + 401(k) matching & Roth IRA options, • Unlimited PTO, • Ready to disrupt wealth management? Let's talk! Ready to disrupt wealth management? Let's talk!

San Francisco, CA or New York City About FT Partners FT Partners is the only investment bank focused exclusively on the financial technology sector. Headquartered in San Francisco with offices in New York and London, we deliver world-class strategic and financial advisory services including M&A advisory, private capital raising, and capital markets advisory to the most innovative companies shaping the future of finance. Our 250+ person global team is led by bankers formerly of Goldman Sachs, Morgan Stanley, JP Morgan, Evercore, Citi, Bank of America, and more. Role Overview We are looking for a highly analytical and driven Business Development Associate to join our team in San Francisco or New York City. This role is ideal for an ambitious professional with experience in InsurTech or FinTech who is passionate about the sector, thrives in a fast-paced entrepreneurial environment, and wants to be on the front lines of high-growth company advisory. You will support high-priority business development activities, contribute to bespoke industry research, and develop the tools and skills needed to become a leader in the FinTech advisory space. Key Responsibilities • Perform due diligence on high-growth FinTech and InsurTech companies, including DCF, public comparables, and precedent transaction analyses, • Meet directly with FinTech and InsurTech founders, VCs, private equity firms, and traditional finance executives to assess strategy, product roadmaps, and capital raising needs, • Track industry trends, company performance, and investment activity across FinTech and InsurTech sectors, • Leverage FT Partners' proprietary database and alternative data sources to identify emerging InsurTech leaders, • Research significant M&A and capital raising transactions and contribute to high-quality, high-visibility industry reports, • Develop market-facing deliverables including sell-side pitches, market trend analyses, and investment activity summaries, • Assist senior bankers in developing and implementing business development strategies and facilitating dialogue with CEO, CFO, and Board-level contacts Required Qualifications • 2+ years of relevant experience in InsurTech, FinTech, investment banking, or a related field; Finance, Economics, or Accounting background preferred, • Strong interest in and knowledge of the InsurTech and FinTech landscape, • Superior research, writing, and verbal communication skills, • Strong data management skills and high attention to detail, • Proficiency with AI tools including ChatGPT and Claude, • Team player, self-motivated, and entrepreneurial, • U.S. work authorization required FT Partners does not sponsor work visas Compensation Base salary: $130,000-150,000, plus bonus potential and comprehensive benefits package. Selected Transactions Recent advisory assignments include: • Deribit's $4.3 billion sale to Coinbase, • Equiniti's $4.2 billion sale to Bullish, • Divvy's $2.5 billion sale to Bill.com, • AvidXchange's $2.2 billion sale to TPG & Corpay, • Truebill's $1.3 billion sale to Rocket Companies, • Revolut's $1.3 billion financing at a $33 billion valuation, • Accelerant's $724 million IPO, • Forge Global's $660 million sale to Charles Schwab, • Stash's $425 million sale to Grab, • Bilt Rewards' $250 million financing at a $10.75 billion valuation, • Newfront's $200 million financing at a $2.2 billion valuation, • SquareTrade's $1.4 billion sale to Allstate Financial Technology Partners is an equal opportunity employer committed to diversity and inclusion. We welcome all qualified applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status, or any other legally protected factors.

Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don't offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We're building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We've raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who've helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We've surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Savvy team is looking for an experienced Senior Client Associate who is ready to apply their exceptional client service skills to drive impact in a fast-paced and growing environment. In this role, you'll serve as a dedicated operational partner to multiple advisors, ensuring their clients receive exceptional day-to-day support. The ideal candidate is detail-oriented, an excellent problem-solver, and a strong communicator who can help foster long-term client relationships. This role will be critical in shaping our standard operating procedures and ensuring we set the highest standard for client and advisor support. As an early member of the Savvy team, you will help build out the client servicing function. You will also work closely with the Product and Operations teams to shape the future roadmap of Savvy's product and advisory services. • Responsible for day-to-day operations and administrative support of Savvy wealth managers, providing exceptional client service and fostering long-term client relationships., • Own best-in-class execution of all client tasks, requests and inquiries in a timely manner., • Proactively seek out opportunities to improve Savvy's internal procedures in pursuit of the best advisor and client experience., • Streamline new client prospecting, closing, and onboarding processes including meeting preparation, obtaining account and investment strategy documentation, and driving account creation and transfers., • Assist advisors by executing investment transactions and fulfilling account billing & performance reporting tasks., • Work closely with other professional advisors such as CPAs, estate planning attorneys, business managers, insurance agents, and more., • Create and maintain client data in Salesforce and other systems., • Ensure Savvy is adhering to all required compliance policies and procedures., • Protect clients by maintaining confidentiality of all personal and financial information., • 2+ years of experience in a similar role with a registered investment advisory firm and/or broker-dealer including experience interacting directly with clients AND advisors., • A high-energy, collaborative, and self-starter attitude; willing to roll up your sleeves and have an incredible ownership mentality., • Excellent interpersonal and communication skills., • Strong technical skills in Google Suite applications--Word, Excel, and Powerpoint-- and familiarity with the MS Office equivalents., • Detail-oriented and organized, with the ability to prioritize and juggle multiple tasks at once., • Adept at quickly learning and adopting new technologies., • Series 7 and 66 or Series 65 licenses., • BA/BS degree in finance, economics, or related field., • Advanced degrees or designations such as CFP, CPA, CFA, • Prior experience using Salesforce, • Prior experience working with custodians such as Fidelity, Charles Schwab, or Pershing Advisor Services, • Competitive salary and equity package, • Unlimited PTO + paid company holidays, • Access to holistic medical, dental, and vision plans, • Company 401(k), Commuter, and HSA/FSA plans, • NYC office in the heart of Manhattan, • Lunch and snacks provided in the office, • Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care, • Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

At Schwab, you're empowered to make an impact on your career. As an Assistant Branch Manager (ABM) within Schwab's Branch Network, you have the unique opportunity to center your work around development and growth for your clients, your team, and yourself. To learn more about our client offerings vi

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Strong candidates will also learn to l everage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the

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 Experienced Financial Advisor – Independence & Growth Opportunity Please note: We would strongly prefer candidates who are local to OR, NY, NJ, FL, IL or CA based on current business needs. Cross Financial | High Payout. True Ownership. Real Upside. Are you a successful financial advisor who feels underpaid, constrained, or inefficient at your current firm? Cross Financial is seeking experienced wealth advisors with an established, transferable book of business who want significantly better economics, operational efficiency, and a clear path to leadership—without giving up ownership of their clients. This is a rare opportunity to more than double the national average payout while maintaining control over your practice and positioning yourself for long-term growth. Why Cross Financial Elite payout structure: 60–80%+, depending on book size and profile True client ownership — your relationships remain yours. No non-competes tied to your client relationships, or forced succession structures. Independent, advisor-first platform built to reduce friction and inefficiency Scalable infrastructure that lets you focus on clients, not admin Leadership and equity potential for advisors who want to help shape the firm’s future Built for experienced advisors—not trainees or product pushers The Role Transition your existing book of business to a more efficient, higher-payout platform Maintain full ownership and control of client relationships Deliver comprehensive wealth management advice aligned to your clients’ needs Collaborate with other senior advisors and firm leadership Participate in firm growth initiatives, mentorship, and leadership opportunities (optional, not required) Who This Is For Financial / Wealth Advisors with a transferable book of business Wirehouse or bank advisors currently earning ~25–35% Independent advisors burdened by inefficiencies and lack of opportunity Those with strong client retention and an extensive relationship management track record Advisors motivated by better economics, autonomy, and long-term upside Collaborative professionals who value flexibility and ownership High-level professionals with experience in custodian platforms LPL and/or Schwab. Preferred (Not Required): Book size of $20M–$100M+ Located in the following states: OR, NY, NJ, FL, or CA Compensation & Financial Upside Payout range: 60–80%+ based on book size and structure Top-tier payout bands available for advisors with larger, scalable books No forced production grids or artificial caps Clear alignment between revenue generation and take-home pay Select advisors may have the opportunity to participate in long-term value creation initiatives, including leadership roles and potential equity participation. On-Target Earnings: $150K - $600K+| Uncapped earnings structure directly tied to revenue production and growth. In addition to a rewarding career and a robust benefits package, we provide: Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! The Bottom Line If you’ve built a successful book and believe you should be earning more for the value you create, Cross Financial offers a platform designed to reward experience, performance, and ownership—without sacrificing independence. Confidential conversations encouraged. Ready to elevate your career in an environment where your impact matters? Apply today. “Cross Financial, an independent member of the Crete Professionals Alliance, is the brand name under which Cross Financial and its affiliated entities (collectively referred to as “Cross Financial”) provide professional services. Any references to “our firm,” “we,” or similar terms refer collectively to these affiliated but independent entities operating under the Cross Financial brand. Crete Professionals Alliance (“Crete PA”) is not a licensed CPA firm. Its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to clients. Crete PA Network Firms practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Crete PA does not provide services to clients. Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law. #LI-BP1

Investment Professionals' Compensation | Charles Schwab At Schwab, you’re empowered to make an impact on your career. As a Financial Consultant at Schwab, you will be procuring with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Stron

Familiarity with Schwab's business model and the liquidity dynamics of brokerage, banking, and margin-related products.

As a Director, SPWS Business Development Officer, you will play a key role in growing this business by building meaningful relationships and connecting clients to Schwab's full range of capabilities. Support SPWS growth through referrals, asset consolidation, and network development. UHNW or family

Tap is modernizing the multi-trillion dollar private fund space. From dams in Sub-Saharan Africa to startups in Silicon Valley, global economic progress is financed through private funds. Limited Partners (LPs) invest in funds that pursue specific strategies, such as infrastructure or venture capital. When these LPs want to change their holdings, they can't open their Charles Schwab account and submit a buy or sell order. Instead, they have to rely on an opaque network of brokers, leading many LPs not to sell at all. Tap is unlocking the ability for LPs to sell their holdings, and for others to buy these holdings in the first secondary market for private fund interests. Our platform includes a marketplace and transactional tools to help buyers and sellers connect and transact. Today the platform is used by a full range of players - from focused $40M funds, through diversified $500M funds, and $30B mega funds. Our team of experienced operators comes from Evercore, Carta, Apollo, Bloomberg, and Goldman Sachs. We are backed by leading early-stage VCs, including Fin Capital (the premier fintech fund) and Precursor Ventures (which is run by the Chairman of the National Venture Capital Association). Our angel investors include founders and executives from Carta and AngelList. You will be joining a lean team moving at breakneck speed to build the digital infrastructure for private fund transactions. We are seeking an experienced private markets operator to drive strategic initiatives, such as Data Products or instant transactions, at Tap. Your role will contribute deeply to product development, go-to-market, finance, and company strategy. This is a high visibility, high autonomy role working alongside the co-founders to create the first liquid marketplace for the $10T+ locked up in private fund assets. What you'll do • Drive strategic initiatives that are critical to Tap's growth, • Lead the company's data strategy, acting as the cross functional owner of data product development, partnerships, operations, and go-to-market, • Drive strategic partnerships with LPs, GPs, and software companies, such as for the acquisition of private fund data, • Create and maintain models behind valuation estimates, indices, and other Data Products, • Generate periodic reports and topical research utilizing data, • Drive adoption and awareness of Tap by syndicating data and research into news publications, portfolio management systems, service providers, and other third parties, • Devise and structure new transaction modalities, such as instant transactions or synthetic trading, • Support the financial business planning process including cash flow planning, fundraising, financial reporting, compliance, M&A, and exit planning, • Contribute to the big picture of company strategy and vision Who you are • 5+ years of experience as a secondaries buyer or investment banker, • Deep understanding of private fund investments including the goals of market participants and the mechanics of private funds, • Business owner mentality with a willingness to wear multiple hats, • Experience working in small, agile teams, • Comfortable in a highly dynamic environment, • Leadership experience at a venture backed startup Nice to haves • Experience pricing funds in secondary transactions across multiple asset classes About us • The team is fully distributed, • Flexible hours and paid-time-off policy, • Competitive cash & equity package, • We foster a collaborative and people oriented culture Join us in building the leading marketplace for this massive asset class! All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, marital status, national origin, genetics, disability, age, or veteran status.

Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning advice.

At Schwab, you're empowered to make an impact on your career. Your ability to think strategically, manage change, and influence across organizations will directly support Schwab's delivery of trusted, industry-leading wealth and advice services.

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. 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. • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio., • Assess client's 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, • 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, • 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.

Your opportunity In addition to a base salary (posted), this role is also eligible for sales incentive opportunities At Schwab, you’ll be part of a company driven by purpose—to champion every client’s goals with passion and integrity. Schwab Private Wealth Services (SPWS) delivers a highly p

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