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Job Description Greenwich Private Equity is an innovative private equity firm providing proprietary private equity co-investment opportunities exclusively for high-net-worth and ultra-high-net-worth individuals and families, sovereign wealth funds and institutional investors. Due to the firm’s principals having identified an additional $5 Billion in assets for acquisition, development, construction and production in 2025 and 2026, we are accelerating our growth by aggressively expanding our accomplished executive team to expeditiously increase assets under management for the firm. Among other responsibilities, you will originate and close a growing volume of private equity investment sales while generating client provided referrals to most time efficiently obtain additional pre-qualified high net worth clients to accelerate increasing the firm’s assets under management. Initial focus will be completing a $54 Million preferred private equity capital raise, unleveraged pro forma 22.2% IRR over ten years, asset backed by prime residential real estate located among the world’s wealthiest homeowners and highest value homes in Greenwich, CT. Wholly owned subsidiary has identified for purchase and development, pricing agreed upon, several prime properties for new construction of several exquisite primary homes for a lucky few among the top of the 1%. The first has been acquired, others will follow. Nationally acclaimed award-winning architects, exquisite interior designs, smart, luxurious, energy efficient homes, security, privacy and more. We do things differently, our current round using a proprietary structure with a rare valuable combination of (i) a risks eliminated or well mitigated conservative financial structure, protecting capital, and (ii) an intelligent financial model enabling a quick return of capital and enormous average annual returns on the average outstanding investment during the term, all while asset backed with no debt. Exclusive. Rare. A strong CFA calculated Risk/Return profile. A co-investment with the principals, not an OPM ‘hope for the best’ outcome. ESSENTIAL: • Pre-existing relationships with high net worth and ultra-high net worth individuals and families, and/or institutions, with which you will build out an increasing pre-qualified client base through referrals, • Sell exclusive proprietary private equity investment products to high net worth and ultra-high net worth individuals and families and institutions, • Originate and complete sales calls and presentations to high net worth and ultra-high net worth individuals and families and institutions remotely and in person, to your contacts and those referred to you by your contacts, • Understanding and articulating simple or sophisticated complex financial models and business plans, • Successfully execute the steps needed to achieve your monthly and annual goals, • Generate qualified referrals to close increasing investment sales volumes, • Complete sequential sales to increase assets under management from your growing client base, increase their interest and desire for additional private equity offerings in our pipeline including, but not limited to, new luxury residential real estate development for the top of the 1%, innovative luxury private aviation for the 1%, entertainment and technology, • Timely file paperwork and reports as needed, • Maintain absolute compliance through all communications and activities, • Self-starter and self-manager with the ability to work remotely and succeed with minimal supervision, • Effective individual and group presentation skills, • Stay up to date with financial markets and their trends This opportunity will be financially rewarding at extreme levels for the right candidates. Additional Notes: This position requires a background check. If you are licensed and if you have a prior bankruptcy, U-4 disclosures, credit issues, civil judgments, pending litigation, termination from a previous employer, or any other matter subject to FINRA disclosure regulations, you must disclose these items during the pre-screening process. You will be required to sign a confidentiality agreement as a part of our interview process. Company DescriptionGreenwich Private Equity principals’ interests are aligned with portfolio company investors’ interests, offering individual and institutional high net worth accredited investors proprietary co-investment private equity positions in what the firm’s principals believe are innovative private companies on a path to achieve extraordinary levels of growth building value measured both by returns on investment and internal rates of return.Greenwich Private Equity principals’ interests are aligned with portfolio company investors’ interests, offering individual and institutional high net worth accredited investors proprietary co-investment private equity positions in what the firm’s principals believe are innovative private companies on a path to achieve extraordinary levels of growth building value measured both by returns on investment and internal rates of return.

Job Description We are seeking driven, client-centric professionals to become part of our team as Financial Advisors. This role provides a unique opportunity to build a meaningful advisory practice supported by individualized coaching, structured mentorship, and immersive, real-world experience in delivering impactful financial advice. As a Financial Advisor, you will: • Protection Planning: Assist clients in navigating life’s uncertainties by leveraging life, disability, and long-term care insurance to safeguard their financial well-being., • Develop Investment Strategies: Create and manage personalized investment solutions tailored to each client’s financial goals, risk profile, and long-term vision., • Deliver holistic financial plans that integrate protection, accumulation, retirement, and estate planning strategies., • Address clients’ full financial picture, including income protection, family security, wealth-building, tax strategies, and legacy planning. Insurance-Based Solutions • Evaluate client risk exposure and recommend appropriate insurance products, including life, disability, and long-term care., • Design insurance strategies that support both personal and business planning (e.g., buy-sell, key person, executive bonus plans)., • Write, place, and manage life insurance policies in alignment with compliance and suitability standards. Investment Advisory Services • Offer investment solutions including brokerage accounts, advisory platforms, annuities, and retirement products., • Guide clients through asset allocation decisions, portfolio construction, and long-term investment strategies., • Leverage firm platforms such as Envestnet, NFS, or others to manage wealth in coordination with protection planning. Client Relationship Management • Act as a primary point of contact for a book of clients, delivering regular reviews and high-touch service. Collaboration and Case Development • Participate in firm-level joint work or teaming opportunities to deliver more comprehensive solutions. Compliance • Maintain all required licenses (Life/Health, Series 6/7, Series 63/65 or 66) and follow all firm, state, and regulatory guidelines. Continuous Professional Development • Pursue advanced designations (e.g., CFP®, ChFC®, CLU®) to enhance client service and professional credibility.Qualifications:, • Bachelor's degree in finance or related field, • SIE, Series 6/7, Series 63/65 or Series 66, • Self-motivated, • Excellent interpersonal skillsAbout Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job Description Summary: Seeking a conceptual senior-level art director with experience in content marketing and paid social media campaigns to create and execute concepts and storyboards for a social-first video series. A portfolio or reel demonstrating relevant creative work is a must. Experience creating work for an audience of small business owners would be a plus. Core Capabilities: • Strong strategic and conceptual thinking, • Design skills across a variety of media, • Knowledge of best practices across digital and social channels, • Experience creating ads in paid social channels, • Ability to design to established specs, templates, and brand guidelines, • Highly detail oriented and organized, • Delivers high-quality work with an emphasis on quality control, • Able to collaborate with team members across all departments and respect/follow processes, • Able to communicate and present work with confidence and clarity Required Skills/Experience: • 7+ years of experience in an art direction role, • Knowledge of digital standards and best practices, including web accessibility, • Strong design skills to inform your work from layout to production, • Software skills: Adobe Creative Suite, Figma, • Knowledge of innovations and trends in digital and social, • All applicants must provide samples via a link to an online portfolio of recent work Academic/Educational Requirements: • Bachelor’s degree or relevant experience #LI-JM1 #LI-REMOTE

Job DescriptionCompany Description For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive. Job Description The position will support the overall direction of IDBNY’s bank-wide procurement and expense management activities. The position will perform or assist in ensuring that all procurement, expense management, contract and vendor management activities deliver value for money and innovation in accordance with IDBNY’s finance, expense management and business strategy. The position will be responsible in partnership with the various relationship managers for providing complete vendor analysis, evaluation and selection. The position will be responsible for assisting with contract negotiations including engagement with various internal and external parties where necessary. The position will act as a role model of professional procurement practices, delivering high quality data analysis in support of strategic solutions being evaluated to meet the needs of the bank, provide valuable procurement and vendor management expertise and having significant coverage and commercial influence over IDBNY’s third-party investments. The position will be a key procurement and expense management point of contact for IDBNY and create / deliver relevant procurement and expense management reports, presentations and recommendations to Management Team members as required. Meets with Relationship Managers (RM’s) and Key Stakeholders to ensure that the business strategy and functional business needs are effectively aligned for maximum return on investment and functionality. Duties: • Formulates reasonable business optimization plans subsequent to analysis and identification of addressable spend and secures buy-in from RM’s and Key Stakeholders to deliver planned activities., • Delivers robust analysis for contracts and subcontracts with all relevant flow downs which enable IDBNY to execute strong vendor agreements both financially and contractually. Ensures these contracts minimize IDBNY’s operational and financial exposure and contain continuous improvement targets., • Audits contracts, requisitions and purchase orders, and prepares data reports to substantiate individual transactions prior to settlement., • Assists in the modification, documentation, and coordination related to roll out and updates of Procurement systems and Procurement management control procedures., • Provides Procurement best practices guidance to the Relationship Managers and Key Stakeholders in the formulation and execution of sourcing strategies and supporting business cases which effectively reduce IDBNY’s operating costs., • Leads and mentors’ others within IDBNY to ensure that innovation and continuous improvement is delivered in the areas of expense management and supplier relationship management., • Through a series of processes including data analytics, delivers financial targets and executes significant cost reduction strategies while maintaining and improving service for IDBNY., • Supports the various departmental team members in managing supplier relationships that deliver improved efficiency and value-added capability through cultivating an environment of ideas generation and innovation from the incumbent supply base., • Provides data driven guidance across IDBNY to ensures the appropriate supply risk and audit activities are conducted and adhered to by all departments., • Delivers appropriate performance data and metrics for senior management reports., • Supports the Head of Procurement in the development of the vision, objectives and strategies for the Procurement function and communicates them to Internal Stakeholders., • Leads regular procurement training initiatives across all of IDBNY to ensure clear expectations, understanding and compliance of IDBNY procurement & expense management procedures are met. Supervisory Responsibilities: While there are no direct supervisory responsibilities, this position entails delegating and reviewing the work of others as well as advising on relevant procurement, expense management and vendor management principles. #LI-Hybrid Qualifications • BA/BS Degree in Finance, Business or equivalent work experience. Minimum of 7 years experience working in a developed Procurement and Finance Department, with at least 4 years experience supporting Corporate Expense Management and Vendor Management activities., • Demonstrates a solid track record of significant and meaningful financial analysis / delivery., • Demonstrates a solid track record of maximizing vendor investment and elimination of vendor redundancies supporting measurable cost optimization including cost reductions., • Experience with, and demonstrated skill at, the following computer applications: Word Processing, Spreadsheets (Excel preferred), Accounting software, E-mail, and Database software (Oracle and ServiceNow preferred)., • Communicates effectively both orally and in writing; presents ideas in a clear, concise, understandable, and organized manner. The expected annual base salary for this position is between $95,000 - $110,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills, experience, and book of business. In addition to base salary, our total rewards package also includes eligibility for incentive compensation, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. Additional Information The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank: • Those with a known mental or physical disability., • Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions., • Victims of domestic violence, sex offenses or stalking. The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guidelines. Due to COVID-19, we are now operating on a hybrid schedule. We value the safety of our employees because we’re all in this together. NO AGENCIES PLEASE. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

Job Description Are you an experienced Financial Advisor seeking a new opportunity in Queens, NY with The Empire City Financial Group? If so, we have an exciting opening that might be perfect for you. If you have a successful practice and are looking for more growth, Prudential Advisors is here to support you in expanding your business and being a valuable asset to both you and your clients. Joining Prudential means gaining access to state-of-the-art tools, high-quality products, and a strong platform that ensures an exceptional client experience. Together, we strive to achieve your goals by: • Utilizing our flexible platform to create customized client solutions, • Providing competitive compensation, • Offering extensive support to help you build your practice We recognize that switching firms is a significant step. To help ease your transition to Prudential, we provide customized financial packages tailored to support a smooth move. Let’s arrange a personal conversation today. As a member of Prudential Advisors, you'll benefit from: • Pension Enhancement opportunities for top-tier Financial Professionals Participation in the Prudential Employee Savings Plan (PESP)., • 401(k) Involvement in the Cash Balance Pension Plan., • Comprehensive Medical, Dental, and Vision coverage., • Lucrative compensation packages,, • Tailored assistance during the transition period., • Programs focused on strengthening and expanding your practice., • Access to a wide range of Prudential clients. Let's work together to make your ambitions a reality at Prudential Advisors. Compensation: $100,000 - $160v,000 yearly Responsibilities: • With financial objectives and market conditions specific to Queens, NY., • Offer professional guidance on investment approaches, retirement preparation, and estate management to support clients in reaching financial stability in Queens, NY., • Analyze market trends and economic indicators to offer well-informed recommendations to clients residing in Queens, NY., • Stay informed about industry regulations and maintain compliance with licensing requirements while serving clients in Queens, NY., • Develop and implement personalized financial plans based on clients' financial goals and risk tolerance in Queens, NY, USA. Qualifications: • Individuals interested in the Licensed Financial Advisor position in Queens, NY, US must hold a Series 7, Series 66, and SIE., • needed for the Licensed Financial Advisor position in Queens, NY, US., • Candidates must hold a current Life and Health Insurance License to qualify for the Licensed Financial Advisor position in Queens, NY, US, • Proficiency in financial planning and analysis is essential for success as a Licensed Financial Advisor in Queens, NY, US., • The ability to identify and pursue opportunities is a vital skillAbout Company Our core values are the principles that guide us daily in helping our customers achieve financial prosperity and peace of mind. At all times, we strive to distinguish Prudential as an admired multinational financial services leader and trusted brand that is differentiated by top talent and innovative solutions for all stages of life. • Worthy of Trust: We keep our promises and are committed to doing business the right way., • Customer Focused: We provide quality products and services that meet our customers' needs., • Respect for Each Other: We are inclusive and collaborative, and individuals with diverse backgrounds and talents can contribute and grow., • Winning with Integrity: We are passionate about becoming the unrivaled industry leader by achieving superior results for our customers, shareholders, and communities.

Job DescriptionBenefits: • Bonus based on performance, • Flexible schedule, • Opportunity for advancement, • Careers Advancement Opportunities, • Flexible Scheduling Responsibilities • Conduct research and perform due diligence, • Issue public finance debt. Should have relationship with municipal bond issuers, • Issue debt and sell equity to raise capital, • Manage IPOs and private equity placements, • Build relationships with potential investors and clients, • Facilitate mergers and acquisitions, • Assist with corporate restructuring, • Perform risk analysis, • Provide sound financial advice, • Create and present reports and forecastsQualifications, • Bachelors degree in finance or related field required, Masters degree preferred, • Valid license (e.g. Series 7, 63 & 79); professional certification (e.g. CFA) is preferred, • Previous experience as an Investment Banker, Underwriter, or similar role, • Knowledgeable about valuation, modeling, and forecasting, • Understanding of all regulations covering securities and M&As, • Up-to-date on current market developments, • Excellent analytical and problem-solving skills, • Strong verbal and written communication skills Flexible work from home options available.

Job DescriptionSalary: $150,000 - $180,000 Our Business FISPAN Services Inc. (FISPAN) is an Enterprise SaaS FinTech company that allows banks to deploy embedded financial products and services to create a seamless banking connection for their corporate clients. Our product aims to provide instant scale and reach for banks who want to remove friction and add value by enabling their commercial banking clients to access banking services through their preferred ERP / accounting platform. Founded in 2016 and headquartered in downtown Vancouver, FISPAN is on a mission to create the best product in the FinTech industry and fundamentally change the way that companies bank. Being the market leader in ERP Banking, we work with the worlds Tier 1 banks with assets exceeding $3T, including J.P. Morgan Chase, Wells Fargo, TD and Bank of Montreal. With our rapid growth, we are looking for dynamic and passionate individuals to join our high performance team, in an inclusive culture, that rockets us to number 1 in our space. FISPAN recognizes that passionate, hard working individuals with diverse backgrounds are what makes innovation happen. We are seeking a highly experienced and strategically-minded Enterprise / Strategic Account Manager to join our high-performing Sales team. In this critical role, you will be responsible for closing, owning, nurturing, and expanding relationships with our most important and strategic bank partners in the US and UK. You will be instrumental in driving long-term, high-value partnerships, influencing the banks strategy, and ensuring their success aligns with our company's goals and vision. This position demands a leader capable of navigating complex financial institutions, building and fostering deep relationships, and requires engagement with industry leaders. Key Responsibilities: • Strategic Account Management: Autonomously own and drive the entire sales cycle, from initial prospecting and strategy development to complex negotiations and deal closure, exclusively within the largest banks in the US and UK. Simultaneously, cultivate deep, multi-level relationships across these strategic financial institutions, • Expert Client Understanding: Develop an unparalleled understanding of each bank's specific industry context, bespoke business needs, C-suite objectives, buying behaviors, budget processes, challenges, and long-term goals., • Comprehensive Strategic Planning: Develop and execute comprehensive, multi-year strategic account plans that are tightly aligned with both the bank's objectives and FISPANs vision of the future. Ensure these plans maximize customer satisfaction, retention, and significant revenue growth., • High-Value Deal Negotiation & Closure: Lead and master the full sales cycle for large-scale, multi-product opportunities with these top-tier banks, including those involving bespoke solutions. Demonstrate exceptional skill in closing high-value deals and securing new business within the financial sector., • Trusted Advisor & Executive Engagement: Act as a trusted advisor to senior executives within partner banks, proactively providing insights on fintech trends, competitive landscapes, and how our solutions drive strategic value and transformation. Identify, cultivate, and maintain strong relationships with key stakeholders across these financial organizations., • Cross-Functional Collaboration: Collaborate deeply with internal Product, Marketing, Partner Success, and Service Operations teams to shape solutions, ensure strategic alignment, and guarantee seamless execution of account plans and client experience for our banking partners., • Revenue Growth & Expansion: Be the CEO of your assigned portfolio of the largest banks. Drive significant, measurable revenue growth, strategic expansion of the company's footprint within these strategic accounts, and the acquisition of new high-value banking clients., • Proactive Relationship and Risk Management: Proactively monitor the health of your bank partners, identify potential risks, and implement mitigation strategies to ensure long-term client retention and success. Work closely with Partner Success to address concerns and champion the needs of our banking clients internally. Qualifications: • Bachelor's degree in Business, Finance, Technology, or a related field. MBA preferred., • 10+ years of experience in enterprise sales or strategic account management, with at least 7+ years focused on selling complex software/SaaS solutions within the fintech sector or directly to large, complex organizations., • Proven, quantifiable track record of successfully managing multi-million dollar account portfolios and consistently exceeding quota., • Deep understanding of the fintech industry, banking operations, financial technology stacks, and market trends affecting financial institutions., • Exceptional communication, executive presentation, and high-stakes negotiation skills., • Proven ability to develop, articulate, and execute sophisticated, long-term strategic account plans presented to executive audiences., • Experience building and maintaining relationships with senior executives., • Proficiency with CRM software (e.g., Salesforce, Hubspot) and other sales tools., • Ability to travel as needed (e.g., 2-3 times per quarter). If you are a motivated and a strategic thinker with a passion for sales in the FinTech space, we invite you to join our team and contribute to the continued growth and success. Apply now by submitting your resume and a cover letter detailing your relevant experience and achievements in account management. FISPAN is an equal opportunity employer and welcomes candidates from all backgrounds to apply. Why Work With Us? • Experienced Team: Our CEO is Lisa Shields, a renowned tech entrepreneur whose previous venture, Hyperwallet, was purchased by Paypal and ranks as one of the largest Canadian technology company acquisitions. Lisa is backed by a seasoned leadership team with vast experience scaling technology companies from start-up through growth phases to acquisition. In joining our team you will benefit from that experience and associated mentorship opportunities, and further build your network and knowledge base., • High Growth Environment: FISPAN is an emerging high growth company, and that implies autonomy and leadership over projects. Our employees hold a higher level of responsibility and are presented with various hands-on opportunities from the get-go. We want our team to reach their full potential and career aspirations, and FISPAN helps foster that., • Rich Culture: The Companys culture is its greatest asset, and our team members form bonds that last a lifetime. We plan company-wide events, both virtual and in-person, and other activities to foster togetherness and help drive engagement. We also understand that personal growth happens on multiple levels, and so encourage a work-life balance with ample time to spend with family, explore new ideas and develop hobbies. Compensation Package FISPAN believes in an atmosphere and culture when innovation can flourish, collaboration and teamwork are valued and transparency is at the core of it all. We want our employees to see how the ideas they help generate today have an impact on how we do business tomorrow. With that, the hiring salary range for this position is $150,000 - $180,000 USD base annually; the base pay offered is based on comparable market data from companies of similar employee size, revenue and location. As part of our total rewards offering, permanent employees in this position may be eligible for our competitive semi-annual bonus program, subject to program eligibility requirements. At FISPAN, we reward employees for achieving their objectives, going beyond the requirements of their job, demonstrating leadership, fostering innovation and advancing the organization as a whole. We value talented people of all backgrounds and characteristics that share our vision of being the number one platform for the business banking ecosystem. Other components of our towards rewards offerings include support of career development, wellbeing, and personal growth. • Extended health and dental benefits, • Paid time off, • Savings and retirement plan matching, • Parenthood top-up, • Mentorship programs, and leadership series (to name a few) Note: The incentive programs, benefits, and perks have certain eligibility requirements and may vary, only be partially or not at all available based on criteria such as location, employment status, etc. Well be happy to clarify eligibility for interviewing candidates. Diversity, Equity & Inclusion As FISPAN continues to grow, we are committed to celebrating diversity, endorsing equity, and encouraging inclusion. This starts in the recruitment process. All job postings are first evaluated in a gender-decoding platform to ensure fair candidate pools. Human Resources and hiring managers also engage in blind hiring and resume review practices to ensure we are being objective and mitigating any potential biases. remote work

Job Description Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? The Marketing team at Vestwell is growing! We are looking for a creative and strategic Director of Brand Marketing to take the company into the next phase of growth. This position will play a pivotal role in shaping our brand identity, driving awareness, and driving loyalty among our clients and partners. The ideal candidate gets wildly excited about brand and messaging frameworks, naming principles, color palettes, and tone of voice guidelines. This position is accountable for brand performance, increasing awareness, and for aligning brand growth objectives with broader company objectives. This role will be responsible for clearly differentiating the brand from its competitors, and driving desirability through creative storytelling, brand visuals, activations, and partnerships. The right candidate will have a track record of strong brand-building through meaningful storytelling, groundbreaking campaigns, and effective marketing. Reporting to the SVP, Head of Marketing, you will be partnering closely with contractors, agencies and the entire marketing team to help us shape our company's narrative and ensure we fulfill our company mission of closing the savings gap. This position will be based in New York, New York. What Will You Be Doing? Brand Strategy & Category Leadership • Own and evolve Vestwell's brand platform, including naming conventions, messaging architecture, visual identity, tone of voice, and narrative frameworks across lines of business., • Build a Brand strategy that differentiates Vestwell from competitors and positions the brand as the leader in workplace and public savings innovationContent Strategy & Owned Platforms, • Architect and manage the strategy for Vestwell's owned content ecosystem—including newsletters, event series, blog, and social content platforms., • Lead the planning and execution of integrated brand campaigns across digital, social, paid, and earned channels—with a sharp focus on performance and impact., • Build and scale brand moments that build equity and drive pipeline, from sponsorships and influencer content to large-scale thought leadership campaigns., • Set clear goals, KPIs, and feedback loops to measure brand performance across awareness, consideration, engagement, and organic visibility., • Lead, grow, and inspire a high-performing brand and content team—including internal resources and external creative partners., • 7-10+ years' experience and proven track record of success in brand management, marketing, or related roles, preferably in the fintech or financial services industry., • Strong strategic thinking and analytical skills, with the ability to translate business objectives into actionable brand strategies and initiatives., • Self-starter who can operate well in a collaborative team environment and adapt effectively to changing business priorities/strategies., • Excellent verbal and written communication and presentation skills, • Expertise in, and hands-on experience with, corporate branding positioning, brand messaging and marketing communications with the ability to drive, implement, and operationalize the brand strategy in a matrixed, consensus-driven environment, • Strong understanding of marketing campaigns, editorial content, and analytics and how they work together to inform decisions that affect the brand, • Excellent leadership and communication skills, with the ability to inspire and influence cross-functional teams and stakeholders., • Creative thinker with a passion for innovation and a keen eye for design and visual aesthetics. The expected base salary range for this position is $130K - $150K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan office, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.

Job DescriptionOur mission: to eliminate every barrier to mental health. At Spring Health, we're on a mission to revolutionize mental healthcare by removing every barrier that prevents people from getting the help they need, when they need it. Our clinically validated technology, Precision Mental Healthcare, empowers us to deliver the right care at the right time—whether it's therapy, coaching, medication, or beyond—tailored to each individual's needs. We proudly partner with over 450 companies, from startups to multinational Fortune 500 corporations, as a leading provider of mental health service, providing care for 10 million people. Our clients include brands you use and know like Microsoft, Target, and Delta Airlines, all of whom trust us to deliver best-in-class outcomes for their employees globally. With our innovative platform, we've been able to generate a net positive ROI for employers and we are the only company in our category to earn external validation of net savings for customers. We have raised capital from prominent investors including Generation Investment, Kinnevik, Tiger Global, Northzone, RRE Ventures, and many more. Thanks to their partnership and our latest Series E Funding, our current valuation has reached $3.3 billion. We're just getting started—join us on our journey to make mental healthcare accessible to everyone, everywhere. Reporting to the VP of Product Marketing and Enablement, the Lead Product Marketing Manager will serve as the product marketer for Atlas, Spring Health's data and analytics suite for HR leaders. This East Coast–based role (NYC preferred) sits within the Product Marketing team and plays a critical role in advancing the visibility, adoption, and impact of our analytics platform. What You'll Be Doing • Develop and maintain compelling messaging for Atlas that reflects ongoing product innovation and frequent feature releases, • Ensure Atlas is accurately and effectively represented across all Spring Health market-facing materials, including sales collateral and external communications, • Drive customer utilization and engagement with Atlas by partnering with customer success and product teams on activation strategies, • Partner with other marketing teams to support thought leadership initiatives that position Atlas as a category-defining solution for HR leaders, • Growth in monthly active users (MAU) of the Atlas platform, • Meeting or exceeding customer renewal and retention targets, • Consistent, positive feedback from Sales and Customer Success on the relevance and impact of Atlas marketing materials, • Timely and effective execution of GTM initiatives tied to new Atlas features, • 7–10 years of product marketing experience, preferably in B2B SaaS, analytics platforms, healthcare, or employer services, • Proven expertise in developing product positioning, messaging frameworks, and go-to-market strategies, • Strong ability to translate complex data tools into clear, compelling value propositions, • Experience driving utilization and adoption of digital products, ideally analytics or dashboard solutions, • Excellent cross-functional leadership and collaboration skills, • Health, Dental, Vision benefits start on your first day at Spring. You and your dependents also receive access to One Medical accounts HSA and FSA plans are also available, with Spring contributing up to $1K for HSAs, depending on your plan type., • Employer sponsored 401(k) match of up to 2% for retirement planning, • A yearly allotment of no cost visits to the Spring Health network of therapists, coaches, and medication management providers for you and your dependents., • We offer competitive paid time off policies including vacation, sick leave and company holidays., • At 6 months tenure with Spring, we offer parental leave of 18 weeks for birthing parents and 16 weeks for non-birthing parents., • Access to Noom, a weight management program—based in psychology, that's tailored to your unique needs and goals., • Access to fertility care support through Carrot, in addition to $4,000 reimbursement for related fertility expenses., • Access to Wellhub, which connects employees to the best options for fitness, mindfulness, nutrition, and sleep in one subscription, • Access to BrightHorizons, which provides sponsored child care, back-up care, and elder care, • Up to $1,000 Professional Development Reimbursement a year. Ready to do the most impactful work of your life? Learn more about our values, what it's like to work here, and how hypergrowth meets impact at Spring Health: Our Values Our privacy policy: Spring Health is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran status, gender identity or expression, sexual orientation, pregnancy, or other applicable legally protected characteristic. We also consider qualified applicants regardless of criminal histories, consistent with applicable legal requirements. Spring Health is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans. If you have a disability or special need that requires accommodation, please let us know.

Job Description We’re looking for driven, client-focused professionals to join our growing team as Wealth Management Advisors. In this role, you’ll have the chance to establish a dynamic advisory practice centered on guiding affluent individuals and families in preserving, enhancing, and transferring their wealth. Through structured mentorship, cutting-edge planning technology, and immersive experience, you’ll develop a deep understanding of the full wealth management landscape. Key Responsibilities: • Risk Management Strategies: Advise clients on protecting their wealth and income through tailored insurance solutions such as life, disability, and long-term care coverage., • Investment Planning: Build customized investment portfolios aligned with each client’s objectives, risk tolerance, and time horizon., • Only considering applicants with a life and health insurance license at this time, • Develop and Maintain Client Relationships, • Build trusted, long-term relationships with clients by understanding their financial goals, values, and life priorities, • Conduct Financial Planning and Investment Analysis, • Create personalized financial strategies and portfolios using a holistic planning approach, including investments, retirement, tax efficiency, insurance, and estate considerations, • Monitor and adjust client investment portfolios in alignment with market conditions and evolving client goals, • Business Development and Prospecting, • Collaborate with Internal Specialists, • Work with insurance, planning, and investment product specialists to provide comprehensive solutions to clients, • Uphold Compliance and Fiduciary StandardsQualifications:, • Bachelor's degree in finance or related field, • Life & Health Licensed, • SIE, Series 7, & 63. (Series 65 or 66 preferred)About Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job Description About Us At Prenuvo, we are on a mission to flip the paradigm from reactive "sick-care" to proactive health care. Our award-winning whole body scan is fast (under 1 hour), safe (MRI has no ionizing radiation), and non-invasive (no contrast). Our unique integrated stack of optimized hardware, software, and increasingly AI, coupled with the patient-centric experience across our domestic and global clinics, have allowed us to lead the change against "we caught it too late again". Prenuvo is seeking a Senior Manager, Marketing Analytics to lead efforts in building robust measurement frameworks, advanced forecasting models, and rigorous experimentation strategies to support our growth and lifecycle marketing initiatives. You will play a pivotal role in quantifying impact, informing marketing investments, and guiding data-driven decision making across the organization. This position is fully remote and preference will be given to candidates who are able to work EST hours. Help reshape the world through proactive healthcare while working with cutting-edge technology and high performing teams with deep expertise - join us to make a difference in people's lives! What You'll Do • Develop and implement comprehensive measurement frameworks to evaluate performance across the full marketing funnel (awareness, consideration, conversion, retention)., • Build and refine forecasting models to project demand and revenue growth by leveraging consumer funnel data, including traffic, lead conversions, bookings, and downstream metrics., • Track and optimize bottoms-up consumer funnel KPIs, and partner with Marketing and Finance teams to model different growth scenarios to hit short- and long-term business goals., • Design and execute incrementality tests, A/B experiments, and advanced causal inference analyses to determine the real impact of marketing activities., • Lead the development of Marketing Mix Models (MMM) to inform and optimize marketing channel spend allocation., • Partner with Growth, Lifecycle, and Brand teams to generate actionable insights from cohort analysis and performance breakdowns across paid, organic, and lifecycle efforts., • Collaborate closely with Data Engineering to define clear and scalable ETL requirements, build relevant data models, and ensure the data warehouse supports high-quality growth marketing insights., • Be hands-on with tagging and instrumentation tools such as Google Tag Manager (including server-side tracking), ensuring accurate event tracking and compliance with internal data standards., • Own the test & learn roadmap: prioritize experiments, align stakeholders, document results, and drive continuous optimization., • Build and maintain dashboards in Looker/Tableau and spreadsheet-based models to track performance, inform forecasts, and present executive-level insights., • Support executive reporting with clear data storytelling and visualizations to inform business planning and resource allocation., • Contribute to the development of scalable data pipelines and automations by collaborating with data engineering and RevOps teams. What You'll Bring • 5–7 years of experience in marketing analytics, growth strategy, or business intelligence—preferably in a B2C or B2B SaaS or consumer technology environment., • Bachelor's degree in Mathematics, Statistics, Economics, Business, or a related quantitative field (or equivalent experience)., • Expertise in SQL, Python, Excel/Google Sheets, Looker/Tableau, and familiarity with data platforms such as Salesforce, Databricks, and Google Analytics., • Deep experience working with multi-source data sets: digital marketing platforms, CRMs, web analytics, internal product data, etc., • Strong understanding of forecasting, causal inference, incrementality testing, and MMM methodologies., • Hands-on experience with Google Tag Manager, event tagging, and server-side tracking implementations., • Working knowledge of ETL design and collaboration with engineering teams to enable robust, analytics-ready data pipelines and models., • Strong grasp of statistical concepts: regression, time-series modeling, hypothesis testing, Bayesian methods, etc. First: we are Pioneers • An avenue to make a positive impact on people's lives and their health, • We believe in preventative healthcare for everyone, including our team - Prenuvo provides free, whole-body scans to each team member, • Growth opportunities are at the heart of our people journey, we're doing big things with bright minds - there is no single path to success, it can be shaped along the way, • Building strong relationships is at the core of everything we do - our team gets together each week to connect, share, and socialize, • Recognizing time away to restore is vital to our wellbeing - we have a flexible vacation policy and we will encourage you to use it, • We now offer the Prenuvo's Commuter Benefits Plan to help cover your transit and parking costs. Whether you ride, drive, or park, we've got you covered—making your commute easier and more affordable!, • Retirement made easy! We offer a 401(k) plan to our US employees to help you save for the future, with company contributions to support your financial goals. Plan for tomorrow while you grow with us today!, • We offer a comprehensive benefits package including health, dental, vision, including Mental Health coverage, to support you and your family As part of the hiring process, successful candidates will undergo a background check in compliance to applicable federal, provincial, and state rules. Please be advised that official communication from our recruitment team will only come from our authorized domain [prenuvo.com]. If you are contacted by a recruiter, please ensure their email address ends with @prenuvo.com. We do not use third-party recruitment services or any other email domains for hiring purposes. If you receive communication that you believe to be fraudulent, please report it immediately to .

Job Description Operations Associate / Brokerage A brokerage operations specialist supports internal and external customers to ensure operational excellence. Their responsibilities include: • New account data processing, • Account transfers, • General service requests for money movements, account updates, reorganization instructions, • Preferred licenses series 7, 63, 99, • In depth understanding of brokerage clearing firm back office processes, • Ability to manage digital document processing and archiving, • Ability to work with a team in a high growth environment, • You can identify red flag behavior in customer accounts and escalate accordingly, • Disseminating margin calls, • Check processing, • Strong computer skills with the ability to grasp technology and train others on the effective use of firm and custodian systems, • Strong communication and problem solving skills

Job Description Full-service Broker/Dealer is looking for an Operations Associate to join their team in their Manhattan office! QUALIFICATIONS: • Experience out of financial or related industry a plus, • SIE and Series 99 required. Series 7 preferred, • Making check deposits, ACH’s, wire processing, opening new accounts, journals, ACATs, Stock deposits/DWACs, • Interaction with Advisors and identifying discrepancies in client info and requests.

Job Description We are looking for Sales Professionals within Fixed Income (non-agency and legacy structure) with at least 5-10 years of institutional sales experience. The products that we are hiring for include: • High-yield/distressed/special situations,, • Emerging Markets, • RMBS The ideal candidate will possess a strong sense of self-motivation, as well as a strong sense of team. Our entrepreneurial culture offers a host of responsibilities that will provide you with hands-on experience. Requirements • Generate revenues/trades through sourcing and selling respective products through pitching trade ideas, • Build and maintain strong relationships with new and existing clients, • Develop and nurture an understanding of respective products to educate clients and facilitate sales, • Leverage existing contacts and develop a diverse client base, • Strong client facing skills, including communication, professionalism, and charisma, • Ability to work effectively in a team environment, as well as independently, • Proactive nature, • A strong sense of ownership and accountability, • Strong desire to grow the business and generate revenueEducation and Experience, • Bachelor’s degree in a related field, • 5-10 years’ experience in a similar role with demonstrated sales experience with strong relationships, • Series 7 and 63 licenses, • Knowledge and/or experience in Structured Products, such as RMBS, HY/Distressed, CLO, ABS, and/or CMBS, • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Life Insurance (Basic, Voluntary & AD&D) This description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. The compensation for this role is commissions only. The compensation package that is offered to any candidate, in any location, will be determined on several factors, which may include but are not limited to location, work experience, skills, knowledge, education, and/or regulatory licenses. Odeon Capital Group is an Equal Opportunity Employer. We are committed to creating a work environment that supports, inspires, and respects all individuals and in which employment processes are merit-based and applied without discrimination. Odeon does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or any other protected characteristic or other non-merit factor.

Job DescriptionJob description Company Description New York Life Insurance Company has been helping people for over 175 years. As a mutually owned company, New York Life holds itself to the highest standards of transparency, objectivity, and integrity. As a Fortune 100 company, we value career growth, collaboration, innovation, and diversity, and are committed to improving local communities through giving and volunteerism, supported by the New York Life Foundation. Role Description We are looking for future leaders in our office to join one of the company's top producing teams. This is a full-time Hybrid Financial Services Professional role located in Staten Island, New York. The right individual will be provided with endless resources and industry leading training to help to ensure their career goals are attainable. The successful candidate will be responsible for financial planning, life protection, disability coverage, retirement planning, and providing financial services to clients. The candidate will also be responsible for effective communication with clients and colleagues. Coachable and competitive people who thrive among collaborative and motivated individuals in a team setting, are highly successful within our industry. Qualifications • Excellent Communication Skills, • Leadership Characteristics, • Willingness to obtain Series 6/7 & 63 within your first 12 months, • Must obtain Life and Health License, • Self-motivated, competitive individuals Pay: $85,000.00 - $165,000.00 per year Benefits: • 401(k), • Dental insurance, • Flexible schedule, • Health insurance, • Paid time off, • Bonus opportunities Job Type: Full-time Pay: $85,000.00 - $165,000.00 per year Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Flexible schedule, • Health insurance, • Vision insurance Shift: • Day shift Ability to Commute: • Saddle Brook, NJ (Required) Ability to Relocate: • Saddle Brook, NJ: Relocate before starting work (Required) Work Location: In person #hc190043

Job Description Client Services Associate Job Description We are seeking a proven and seasoned Client Service Associate to provide support and assistance to financial advisors of Dominari Securities LLC, a dual-registered Broker-Dealer and Registered Investment Advisor. This role is a combination of client service and operations focused on providing excellent service to both the advisors and their clients. Examples of day-to-day responsibilities include: • Facilitate new account set up at the custodial and broker dealer level; follow up on fund transfers from legacy custodian relationship to Dominari Securities, • Respond to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc., • Ensure accurate completion of prospective and new client paperwork and set up within Dominari systems., • Maintain (CRM) database and client files (Filing, copies, data input), • Research and follow up on any issues with the Broker/Dealer, Operations, and vendors., • Review client accounts on a regular basis to ensure completeness and remediate found issues., • Record and reconcile incoming assets to the appropriate Dominari blotter., • Learn Company product suitability guidelines, financial operational processes, and financial sales processes., • Support client service functions for all teams as requested, such as servicing phone calls from advisors and custodians, coordinating projects, prioritizing advisor tasks and requests, account transfers, account updates, cash distributions, and following up on any other client related issues along with various other work assigned by financial advisors., • Help with new broker onboarding and client account openings., • As a Client Service Associate you will have the opportunity to work to support the success of our high growth financial advisors and brokers. The position is an in-office, team-based role with a high level of on-going collaboration, interaction, and communication. Requirements you need to meet: • 4-year degree preferred, • 3+ years industry experience as a client service associate, • Series 7 and 66, or 7, 65, and 63 licenses with a clean regulatory record, • Working knowledge of FINRA and SEC rules and regulations required, • A professional phone presence, • Excellent customer service and communication skills, • Drive to provide exceptional care to clients and registered representatives., • Experience working with Schwab and/or RBC is a plus., • Experience with My Compliance Office a plus, • Excellent written and verbal communication skills, • High attention to detail and ability to work in a fast-paced environment., • Excellent follow-up and project management skills, • Comfortable and proficient using custodian and other industry technology such as Microsoft Office, Excel, Word, etc., • Experience working with CRMs is a plus., • Reside in the surrounding New York city area.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Bank Of America Job Opportunity. FINRA registered representative with Series 7 & 63 required at time of hire or within 120 days of hire.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Midtown East branch office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts and plan client events, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts, • Series 7 and 63/65 (or 66) required (within first six months of hire), • 3+ years’ experience working as a sales assistant/CSA in a corporate/brokerage environment, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $55,000.00 - $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description About Cleerly We're Cleerly – a healthcare company that's revolutionizing how heart disease is diagnosed, treated, and tracked. We were founded in 2017 by one of the world's leading cardiologists and are a growing team of world-class engineering, operations, medical affairs, marketing, and sales leaders. We raised $223M in Series C funding in 2022 which has enabled rapid growth and continued support of our mission. In December 2024 we received an additional $106M in a Series C extension funding. Most of our teams work remotely and have access to our offices in Denver, Colorado, New, York, New York, Dallas, Texas, and Lisbon, Portugal with some roles requiring you to be on-site in a location. Cleerly has created a new standard of care for heart disease through value-based, AI-driven precision diagnostic solutions with the goal of helping prevent heart attacks. Our technology goes beyond traditional measures of heart disease by enabling comprehensive quantification and characterization of atherosclerosis, or plaque buildup, in each of the heart arteries. Cleerly's solutions are supported by more than a decade of performing some of the world's largest clinical trials to identify important findings beyond symptoms that increase a person's risk of heart attacks. At Cleerly, we collaborate digitally and use a wide variety of systems. Our people use Google Workspace (GMail, Drive, Docs, Sheets, Slides), Slack, Confluence/Jira, and Zoom Video, prior experience in these areas is a plus. Role or department specific technology needs may vary and will be listed as requirements in the job description. About the Opportunity We are seeking a highly strategic, proactive, and analytically driven Senior Program Manager to lead complex, cross-functional initiatives that drive business transformation, operational excellence, and scalable growth. This role will collaborate closely with executive and commercial leadership to define, structure, and execute strategic programs, leveraging data and insights to inform decision-making and maximize impact. The ideal candidate combines strong business acumen, evidence-based thinking, and a bias for action—along with the ability to thrive in a dynamic environment and adapt to changing priorities without losing focus on outcomes. TTC*: NYC: $183,000 - $195,000 Denver: $167,000 - $177,000 *Total Target Compensation (TTC): Total Cash Compensation (including base pay, variable pay, commission, bonuses, etc.). We hire employees anywhere within the United States and account for geography when determining base salary. Responsibilities • Act as a strategic advisor and thought partner to executive leadership, translating high-level business goals into actionable, cross-functional program strategies., • Lead end-to-end program design and execution for high-impact initiatives across sales, marketing, operations, and customer success functions., • Develop scalable program architectures grounded in data, business priorities, and stakeholder input. Ensure alignment with long-term strategic objectives., • Leverage strong analytical skills to synthesize data, identify trends, and make evidence-based decisions. Continuously measure, refine, and report on program impact., • Develop and manage integrated roadmaps with clear milestones, interdependencies, risks, and KPIs to ensure program success and organizational alignment., • Drive cross-functional collaboration by facilitating communication, decision-making, and accountability across internal teams and external stakeholders., • Take initiative to identify business opportunities, address performance gaps, and proactively propose improvements before issues arise., • Adapt quickly to evolving business needs and re-prioritize workstreams accordingly, maintaining focus on long-term value delivery., • Create executive-level deliverables, including business cases, strategy briefs, and performance dashboards to support informed decision-making., • Champion continuous improvement and standardization across commercial programs and operational workflows., • Bachelor's Degree required; Master's Degree in Business, Public Health, Strategy, or a related field strongly preferred, • 7+ years of progressive experience in program management, strategic operations, or consulting, with a track record of leading high-impact, enterprise-level initiatives, • Proactive, solutions-oriented mindset with a strong sense of ownership and initiative, • Deep analytical and critical thinking skills; skilled at using data to drive decisions, forecast outcomes, and evaluate success, • Flexible and resilient; thrives in fast-paced, ambiguous environments and can pivot quickly when priorities shift, • Experience in high-growth environments, preferably in healthcare, SaaS, or consulting, • Proven ability to engage and influence executive stakeholders with clarity and confidence, • Excellent communication and presentation skills, with the ability to translate complex ideas into simple, compelling narratives, • Proficiency in project management tools, methodologies, and frameworks (e.g., PMP, Lean Six Sigma, OKRs, Agile), • H: Humility- be a servant leader, • E: Excellence- deliver world-changing results, • A: Accountability- do what you say; expect the same from others, • R: Remarkable- inspire & innovate with impact OUR COMPANY IS AN EQUAL OPPORTUNITY EMPLOYER. We do not discriminate on the basis of race, color, national origin, ancestry, citizenship status, protected veteran status, religion, physical or mental disability, marital status, sex, sexual orientation, gender identity or expression, age, or any other basis protected by law, ordinance, or regulation. By submitting your application, you agree to receive SMS messages from Cleerly recruiters throughout the interview process. Message frequency may vary. Message and data rates may apply. You can STOP messaging by sending STOP and get more help by sending HELP. For more information see our Privacy Policy (). All official emails will come from @cleerlyhealth.com email accounts. #Cleerly

Job Description Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? We are seeking an energetic and reliable professional to join our team as an Employer Services Associate. Successful candidates will be responsible for working directly with our Clients by answering incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary. Our mission-driven associates are often the first point of contact for clients, so we are interested in hiring individuals with a passion to provide memorable client experiences with an ability to make quick and accurate decisions. As an Employer Services Associate at Vestwell, you are a dynamic individual who will work cross-functionally across teams in order to communicate and facilitate resolutions for any client satisfaction issues. What Will You Be Doing? Day-to-day you will be expected to: • Partner with your designated team and cross-functionally with Client Success Manager to manage clients consisting of advisors and employers to ensure their servicing needs are being met and assist with administration issues, • Manage client expectations to avoid any disconnects with process and timing standard, • Collaborate across all internal teams in order to resolve any client issues and be the voice between our internal teams and our client to manage resolution, feedback, and satisfaction., • Share data-driven insights with our product teams to improve our platform and planning roadmap, • Lead and/or attend scheduled client conference calls to provide plan status and updates on remediation of any client issues, • Being the friendly, knowledgeable first point of contact for inbound inquiries, • Conducting appropriate and timely follow up to ensure the highest level of service, • Communicating in a relatable, humanized way to promote trust and allegiance, • Creating tickets and providing follow-up as required, • Adhering to client-facing and internal Service Level requirements, • Handling complaints, troubleshooting problems, and providing solutions, • Effectively gathering and analyzing information while using reason and good judgment to solve client problems, • Researching with the Vestwell team, as needed, to resolve inbound inquiries and respond to clients within promised deadlines, • Providing complete/accurate responses issued with empathy and understanding The Necessities: • Team mentality and the ability to multitask while attending to a high volume of incoming inquiries, • Develop and maintain a strong business partnership with employers and vendors, • Strong time management and organizational skills to ensure the timeliness of all proactive and reactive communications, • Strong commitment to superior customer service, • Positive and proactive attitude, • Proficiency is required with Excel/Google Sheets, Word/Google Docs, Adobe Acrobat, and browsing network directories as we are a paperless office, • Excellent attention to detail and accuracy, proficient with numbers and basic calculations, • Retirement industry experience, • Series 6, 7, 63, 65, 66, • QKA, QKC, • Six sigma The expected base salary range for this position is $55K - $60K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan office, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.

Job DescriptionOur mission: to eliminate every barrier to mental health. At Spring Health, we're on a mission to revolutionize mental healthcare by removing every barrier that prevents people from getting the help they need, when they need it. Our clinically validated technology, Precision Mental Healthcare, empowers us to deliver the right care at the right time—whether it's therapy, coaching, medication, or beyond—tailored to each individual's needs. We proudly partner with over 450 companies, from startups to multinational Fortune 500 corporations, as a leading provider of mental health service, providing care for 10 million people. Our clients include brands you use and know like Microsoft, Target, and Delta Airlines, all of whom trust us to deliver best-in-class outcomes for their employees globally. With our innovative platform, we've been able to generate a net positive ROI for employers and we are the only company in our category to earn external validation of net savings for customers. We have raised capital from prominent investors including Generation Investment, Kinnevik, Tiger Global, Northzone, RRE Ventures, and many more. Thanks to their partnership and our latest Series E Funding, our current valuation has reached $3.3 billion. We're just getting started—join us on our journey to make mental healthcare accessible to everyone, everywhere. We are looking for a senior research program manager to join our Health Economics and Outcomes Research team. The research program manager will own end-to-end management of our clinical study activities—from protocol initiation through close-out—ensuring timelines, quality, and compliance. This is a full-time position that is fully remote. What You'll Be Doing • Develop and maintain detailed project plans, timelines, and budgets for clinical studies, • Track and report study progress against key milestones, proactively identifying risks, process gaps, and implementing mitigation strategies., • Coordinate cross-functional timelines, and ensures on-time, within-budget execution of all clinical projects, • Oversee protocol adherence and compliance activities, including IRB submissions, financial tracking, and management of study protocols in alignment with GCP and regulatory standards, • Conducts daily reviews of quality and study-related records, initiates internal audits, identifies nonconformance's, and ensures corrective actions to maintain data integrityWhat Success Looks Like in This Role, • On-time Study Milestones: ≥ 90% of project milestones (study launch dates, targeted patient enrollment within planned timelines) met as scheduled., • Vendor Performance: ≥ 90% of vendor deliverables completed on time and within budget., • Retention Rates: ≥ 85% patient retention through primary endpoint.What You'll Bring, • Bachelor's or advanced degree in Life Sciences, Nursing, Pharmacy, or related field., • 5-7 years of total experience, including 3+ years of hands-on experience in clinical operations or program management, preferably within mental health, biotech or pharma., • Solid knowledge of clinical trial lifecycle, GCP, FDA/EMA regulations., • Proven track record managing multiple, concurrent studies with cross-functional teams., • Health, Dental, Vision benefits start on your first day at Spring. You and your dependents also receive access to One Medical accounts HSA and FSA plans are also available, with Spring contributing up to $1K for HSAs, depending on your plan type., • Employer sponsored 401(k) match of up to 2% for retirement planning, • A yearly allotment of no cost visits to the Spring Health network of therapists, coaches, and medication management providers for you and your dependents., • We offer competitive paid time off policies including vacation, sick leave and company holidays., • At 6 months tenure with Spring, we offer parental leave of 18 weeks for birthing parents and 16 weeks for non-birthing parents., • Access to Noom, a weight management program—based in psychology, that's tailored to your unique needs and goals., • Access to fertility care support through Carrot, in addition to $4,000 reimbursement for related fertility expenses., • Access to Wellhub, which connects employees to the best options for fitness, mindfulness, nutrition, and sleep in one subscription, • Access to BrightHorizons, which provides sponsored child care, back-up care, and elder care, • Up to $1,000 Professional Development Reimbursement a year. Ready to do the most impactful work of your life? Learn more about our values, what it's like to work here, and how hypergrowth meets impact at Spring Health: Our Values Our privacy policy: Spring Health is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran status, gender identity or expression, sexual orientation, pregnancy, or other applicable legally protected characteristic. We also consider qualified applicants regardless of criminal histories, consistent with applicable legal requirements. Spring Health is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans. If you have a disability or special need that requires accommodation, please let us know.

Job Description🚀 About PermitFlow PermitFlow is building AI agents for the $1.6T construction industry. We’re creating the leading pre-construction platform, starting with the $12B permitting market. Our platform automates the slow, manual permitting process for builders, handling everything from jurisdiction research to application preparation, submission, and real-time tracking. By turning fragmented regulations and workflows into structured, intelligent systems, we help contractors move faster, reduce risk, and scale with confidence. We've raised over $36.5M with Kleiner Perkins leading our Series A, with participation from Initialized Capital, Y Combinator, Felicis Ventures, and Altos Ventures. Our backers include founders and executives from OpenAI, Google, Procore, ServiceTitan, Zillow, PlanGrid, Uber, and more. We are a team of architects, engineers, permitting experts, and product builders who know the pain of pre-construction firsthand and are committed to solving it. Demand is growing faster than we can keep up, and we’re looking for top talent to help us scale. Our HQ is in New York City with a hybrid schedule (3 in-office days per week). We prefer NYC-based candidates or those open to relocation. ✋ Who you are? As our first Enterprise Customer Success Manager, you’ll take ownership of our most complex, high-value customer relationships—contractors and developers that are reshaping the built world. This role goes beyond managing accounts; it’s about driving value, influencing product direction, and helping build the CS function for scale. You’ll work closely with the CEO and Head of Customer Success to lead strategic rollouts, maximize renewals and expansion, and implement processes that enable PermitFlow to deliver exceptional, repeatable outcomes across the enterprise customer base. ✅ What You’ll Do: As an early Customer Success Manager at PermitFlow, you’ll work to both support our rapidly-growing customer base and develop and iterate on processes. * B2B Enterprise Ownership: own a high-value book of business—primarily enterprise residential and home services companies—across onboarding, retention, renewals, and expansion. * Strategic Partnership: Build deep, strategic relationships with senior stakeholders, acting as a trusted advisor and partner in their long-term success. * Success Strategy & Advocacy: Design and execute customer success strategies that drive product adoption, deliver measurable value, and turn customers into PermitFlow evangelists * AI-Driven Innovation: Collaborate cross-functionally with our CEO, Product, Engineering, and Permit Operations to shape and deploy AI-powered solutions that drive business-changing impact for our customers * Proactive Risk and Retention Management: Leverage key customer success metrics and KPIs to proactively identify risks, develop mitigation plans, and ensure customer retention. Scale Customer Success: Bring structure and scalability to the CS function by developing repeatable playbooks, reporting systems, and operational frameworks—especially in the context of LLM adoption and usage. The ideal candidate for this role is a proactive team player that is willing to dive in head first in the face of ambiguity, and a customer-first thinker who can rationalize the needs of our customers’ businesses with our own priorities. 🙌 Qualifications & Fit: * Proven experience: 7+ years across B2B SaaS Customer Success, Account Management, or Strategic Operations with a strong track record of managing enterprise-level customers with high ACVs ($300K+) and complex requirements * A builder’s mindset: you bring a scrappy, self-starter mindset and thrive in ambiguity, driving clarity, collaboration, and progress in a fast-paced startup environment * AI-first approach: You’re excited to work alongside top technical talent to help automate a massive and antiquated industry, and consistently use AI to enhance your own workflows * Bonus: experience in construction tech, operations-heavy industries, or permitting workflow 💙 Benefits: * 📈 Equity packages * 💰 Competitive Salary * 🩺 100% Paid health, dental & vision coverage * 💻 Company issued laptop. * 🎧 Home office & equipment stipend * 🍽️ Lunch & Dinner provided via UberEats w/ a fully stocked kitchen * 🚍 Commuter benefits * 🎤 Team building events * 🌴 Unlimited PTO ✏️ Interview Process * 20 minute initial assessment * 20 minute interview with recruiter * 30 minute hiring manager interview * 30 minute role playing interview with hiring manager * 30 minute interview with our CEO * Reference check * Offer! Compensation Range: $135K - $175K

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co is seeking a Registered Client Service Associate to join the Summit NJ team. The primary responsibility of the role is to support the day-to-day operations of a successful, growing wealth management practice comprised of two advisors and two existing RCSAs. The cornerstone of the practice is impeccable client service and financial planning. This role requires superior interpersonal and multi-tasking skill sets as well as meticulous attention to detail. The candidate should be able to operate independently as well as a member of a 5 – 6 person team. This role will assist in performing a variety of daily support tasks so that the team grows their business, runs smoothly and meets excellent service standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • This role requires superior interpersonal and multi-tasking skill sets as well as meticulous attention to detail and thoroughness, • FINRA Series 7 and 63/65 (or 66) required (within first three months of hire), • A basic understanding of financial instruments and brokerage/insurance products, • Certified Financial Planner (CFP) certification preferred, • 5+ years’ experience working as a sales assistant/CSA, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and the ability to learn Docusign and internal software programs., • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to prioritize and meet designated deadlines and work effectively in a pressurized environment under time constraints For job postings in New Jersey, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New Jersey and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $60,000.00 - $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Works with cl

Job DescriptionCareer Renew is recruiting for one of its clients a Senior Fullstack Engineer - Crypto - this is a fully remote role for US or Europe-based candidates. We are a web3 user acquisition platform that's powered user onboarding for over 500 protocols since 2021. We've facilitated 500M+ transactions, 60M+ on-chain credential mints, amongst 3M+ users across 40+ chains. Our platform serves protocols including Coinbase, Uniswap, Robinhood, Solana, Phantom, Optimism, Base, and Arbitrum. Through gamified activations and CUBE credentials, we've become infrastructure for user acquisition across DeFi, gaming, AI, and NFT ecosystems. We launched our L3 token in 2024, now trading on major exchanges including OKX, Bybit, and Coinbase. Our $21M in total funding includes a $15M Series A led by ParaFi and Greenfield, with participation from Electric Capital. Role * Own end-to-end delivery of major product features across the stack for our core platform and new initiatives. * Drive architectural decisions for both frontend and backend systems on our multi-chain platform. * Collaborate directly with our head of product and founders on product strategy while working closely with other engineers. * Take full ownership of projects from conception to deployment, establishing technical patterns and mentoring other engineers. Required: * 7+ years fullstack development experience in production * TypeScript expertise with strong type safety practices * Next.js and React application development * Experience with production systems at scale (thousands of concurrent users) * Backend API development (tRPC preferred) * Knowledge of PostgreSQL query optimizations and Redis caching strategies * Strong debugging skills across the full stack * Cloud infrastructure experience Preferred: * Web3/crypto product experience * Crypto wallet development experience * Multi-chain or cross-chain application development * Viem/Wagmi for Ethereum interactions * Understanding of on-chain data indexing Technical environment: * React, Next.js, TypeScript * tRPC APIs * PostgreSQL, Prisma ORM, Redis, Cloud infrastructure * Viem for blockchain interactions * Multichain infrastructure (Ethereum, Polygon, Arbitrum, etc.)

Job DescriptionOur mission: to eliminate every barrier to mental health. At Spring Health, we're on a mission to revolutionize mental healthcare by removing every barrier that prevents people from getting the help they need, when they need it. Our clinically validated technology, Precision Mental Healthcare, empowers us to deliver the right care at the right time—whether it's therapy, coaching, medication, or beyond—tailored to each individual's needs. We proudly partner with over 450 companies, from startups to multinational Fortune 500 corporations, as a leading provider of mental health service, providing care for 10 million people. Our clients include brands you use and know like Microsoft, Target, and Delta Airlines, all of whom trust us to deliver best-in-class outcomes for their employees globally. With our innovative platform, we've been able to generate a net positive ROI for employers and we are the only company in our category to earn external validation of net savings for customers. We have raised capital from prominent investors including Generation Investment, Kinnevik, Tiger Global, Northzone, RRE Ventures, and many more. Thanks to their partnership and our latest Series E Funding, our current valuation has reached $3.3 billion. We're just getting started—join us on our journey to make mental healthcare accessible to everyone, everywhere. As the Senior Director of Customer Success you will lead our Principal Customer Success Managers (5-7) and two frontline Senior CSM Managers, across Jumbo, Enterprise and Mid-Market segments. Reporting to the SVP, Customer Success, this role is part of our broader Customer Success organization and is key to helping customers realize value, deepen engagement, and achieve measurable outcomes. Location: This is a hybrid role based in New York City, with an expectation to be in the office three days per week. We are also open to candidates based in Atlanta, Chicago, or Minneapolis, with the expectation of regular travel to our NYC office. What you'll do: • Retention & growth: Own gross / net revenue retention targets and utilization targets to drive post-sales (consumption-based) revenue. Partner with Revenue Operations and Account Management to forecast renewals and surface upsell opportunities., • Customer outcomes at scale: Design and evolve data-driven playbooks and health-score models that increase activation, utilization, and wellbeing impact while ensuring retention across the book of business., • Segment strategy: Tailor engagement models by customer size, industry, and program maturity., • Develop people & culture – coach two CSM Managers and their teams; hire, onboard, and promote with an eye toward inclusivity and career pathing. Mentor Principal CSMs and support the team throughout the customer lifecycle., • Build systems & insights – iterate on Gainsight, Salesforce, and Looker dashboards that turn customer data into action., • Net Revenue Retention (110%), • Renewal Retention (92%), • Supporting upsell target ($25M), • 10+ years in Customer Success / Account Management within B2B SaaS; 5+ years leading multi-layer teams that serve Fortune 500 enterprises., • Proven record hitting >95 % gross retention and driving expansion in a consultative, data-guided selling motion., • Executive presence, superb storytelling, and ability to influence C-suite stakeholders internally and externally., • Familiarity with benefits administration, mental-health solutions, or outcomes-based pricing models., • Fluency in data visualization to convey impact and ROI to HR and Finance leaders., • Health, Dental, Vision benefits start on your first day at Spring. You and your dependents also receive access to One Medical accounts HSA and FSA plans are also available, with Spring contributing up to $1K for HSAs, depending on your plan type., • Employer sponsored 401(k) match of up to 2% for retirement planning, • A yearly allotment of no cost visits to the Spring Health network of therapists, coaches, and medication management providers for you and your dependents., • We offer competitive paid time off policies including vacation, sick leave and company holidays., • At 6 months tenure with Spring, we offer parental leave of 18 weeks for birthing parents and 16 weeks for non-birthing parents., • Access to Noom, a weight management program—based in psychology, that's tailored to your unique needs and goals., • Access to fertility care support through Carrot, in addition to $4,000 reimbursement for related fertility expenses., • Access to Wellhub, which connects employees to the best options for fitness, mindfulness, nutrition, and sleep in one subscription, • Access to BrightHorizons, which provides sponsored child care, back-up care, and elder care, • Up to $1,000 Professional Development Reimbursement a year. Ready to do the most impactful work of your life? Learn more about our values, what it's like to work here, and how hypergrowth meets impact at Spring Health: Our Values Our privacy policy: Spring Health is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran status, gender identity or expression, sexual orientation, pregnancy, or other applicable legally protected characteristic. We also consider qualified applicants regardless of criminal histories, consistent with applicable legal requirements. Spring Health is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans. If you have a disability or special need that requires accommodation, please let us know.

Job Description Job Summary: FNC is seeking a motivated Associate to join our Brokered Deposit Funding and Investments team. This role focuses on maintaining and expanding relationships with an institutional client base of Banks and Credit Unions by offering customized funding solutions and investment opportunities. The ideal candidate will be proactive, client-focused, and eager to grow within a dynamic financial services environment. Compensation: • The position offers a starting base salary ranging from $62,500 to $75,000 annually, commensurate with experience and qualifications. After an initial period the compensation structure will transition to a fully commission-based model, providing the opportunity for uncapped earning potential based on performance. What We Offer: • A collaborative and supportive work environment., • Competitive compensation package, including medical, dental and vision coverage as well as a 401K with company match., • Comprehensive training and mentorship to support your success. FNC is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees. Key Responsibilities: • Build and maintain strong relationships with institutional clients, including Banks and Credit Unions, to provide funding solutions and investment opportunities., • Offer a range of funding products, including fixed-rate, variable-rate, and callable funding., • Collaborate with internal teams to develop tailored solutions that meet client needs and objectives., • Stay informed on market trends, regulatory changes, and competitive landscape to effectively position FNC’s offerings., • Ensure compliance with all applicable regulations and internal policies in client interactions and transactions., • Support business development efforts to expand FNC’s institutional client base. Qualifications: • Required Licenses: SIE, Series 7, and Series 63 (candidates must hold these licenses at the time of application or obtain them shortly after hire)., • Bachelor’s degree in Finance, Business, Economics, or a related field preferred., • Some professional experience in financial services, • Strong communication and interpersonal skills to build trust and rapport with clients., • Ability to work in a fast-paced, team-oriented environment with a high level of attention to detail., • Proficiency in Microsoft Office Suite; experience with financial software or CRM platforms is an advantage. About FNC: Established in 1984, Financial Northeastern Companies is a well-established, full-service broker/dealer firm. We offer a full range of fixed-income investment products tailored to meet the liquidity and needs of specialized segments of the institutional investment marketplace. This market focus enables us to provide each client with the service, support and guidance they need to fulfill their investment responsibilities confidently and effectively. Member FINRA/SIPC #hc174423

Job Description CastleOak Securities, L.P. ("CastleOak") is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements). Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations. We offer a competitive total rewards package including: • Hybrid workplace: work from home 2 days per week!, • Health insurance: competitive medical, dental, and vision programs, • Commuter benefits, • 401(k) with a company match, • Charitable contribution match program for employees, • Company-paid life insurance, short-term and long-term disability insurance, • Paid time off: vacation, personal days, sick leave, etc., • Intentional culture celebrations and social outings Position: CastleOak's equity trading team consists of highly motivated and seasoned professionals with strong institutional relationships and a relentless focus on growth. We provide comprehensive trading capabilities, including algorithmic, high-touch, and program trading across domestic and global markets, operating 24/6 to meet client needs. We are seeking a senior-level equity sales trader with deep global electronic trading expertise and a proven ability to sell algorithmic strategies and liquidity solutions. The ideal candidate has a strong rolodex of institutional clients actively engaged in electronic trading, a robust understanding of U.S. market structure, and familiarity with international equity markets and workflows. Key Responsibilities: • Leverage a book of institutional electronic trading relationships to drive revenue and onboard new accounts., • Act as a trusted advisor to clients on execution strategy, liquidity sourcing, and algorithmic optimization across global markets., • Proactively sell CastleOak's electronic and algo trading suite, articulating differentiated performance and routing logic., • Possess expert-level knowledge of U.S. equity market structure, including order types, venues (ATS/exchanges), dark pool dynamics, and regulatory considerations., • Demonstrate familiarity with international markets, including T+ settlement cycles, local microstructure, and cross-border order handling., • Provide pre- and post-trade analysis to clients, including VWAP, arrival price, and venue markout commentary., • Collaborate with client trading & quant teams to offer client feedback that enhances algorithmic trading performance and platform features., • Deliver real-time market color, execution insights, and high-touch coverage when needed., • Ensure all activity is compliant, well-documented, and adheres to risk and regulatory controls., • 5+ years of equity trading or electronic sales trading experience, • Demonstrated ability to generate revenue through electronic trading client coverage, • In-depth expertise in U.S. equity market structure and global trading protocols, • Strong sales skills with a history of institutional client acquisition and retention, • Familiarity with industry-leading EMS/OMS platforms and algorithmic providers, • FINRA Series 7 & 63 required, Series 55 & 24 a plus, • Excellent communication and analytical skills, • Experience launching or scaling electronic trading platforms, • Base Salary: $150K–$200K, commensurate with experience, • New York, NY (Hybrid: Minimum 3 days in-office per week) All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law. Please do not contact employees of the firm directly regarding open positions.

Job Description About the Role: This is a rare opportunity to sit at the strategic center of ultra-high-net-worth families—advising across investment, estate, and generational planning with the trust and autonomy typically reserved for insiders. You’ll lead with rigor and insight, build enduring relationships, and help shape legacies that will outlast market cycles and leadership teams. This is a role for the seasoned advisor who thrives at the intersection of strategy, complexity, and human capital. We’re looking for someone with the depth to manage dynamic portfolios and the emotional intelligence to navigate family dynamics. It’s demanding and deeply rewarding. What You’ll Lead Investment Strategy & Oversight • Build and execute tailored investment strategies across public, private, real estate, and alternative markets., • Lead diligence efforts for new opportunities with institutional-quality rigor., • Partner with attorneys and tax advisors to design integrated estate and philanthropic structures., • Guide clients through liquidity events, transitions, and succession planning., • Serve as the primary advisor to a small group of SFO families., • Drive regular family meetings, performance reviews, and strategic planning sessions., • Establish family governance frameworks to support unity, decision-making, and continuity., • Lead next-gen education initiatives—financial literacy, investment principles, family values that solve for legacy, not just returns. Experience & Expertise • 10+ years in SFO/UHNW wealth management, family office advisory, and/or institutional investment roles., • Proven ability to manage complex portfolios and navigate private markets., • CFP, CFA, CPA, JD/LLM, or MBA preferred., • Series 65 or 66 & 7 required., • Exceptional communication and relational skills—you build trust quickly and naturally., • High emotional intelligence—you read the room, navigate family dynamics, and lead with poise., • High Impact, Low Bureaucracy – You’ll work directly with decision-makers and help shape multi-generational legacies., • Elite Client Base – Visionary founders, seasoned investors, and global family enterprises., • Room to Run – Our platform is designed for entrepreneurial advisors who want autonomy, influence, and growth., • Performance-based bonuses as part of your overall compensation, • Health, dental, vision, pet, life, and disability insurance, • 401(k) retirement plan, • Leadership and skills training opportunities, • Support for a positive work/life balance, • Paid holidays and Paid Time Off (PTO), • PTO accrual increases with years of service

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a qualified individual who will join a dynamic, growth-minded management team in the flagship office of the firm's International Financial Advisor cohort and be responsible for all facets of its core operational functions. Reporting directly to the National Branch Operations Administrator and secondarily to the Regional Branch Manager, the candidate will be responsible for the day-to-day supervision and workflow of all operations functions which include, but are not limited to the following: Responsibilities • All money movement, fund disbursement and/or fund receipt activity, in accordance with FINRA rules, • All order processing, including cancelations, corrections and other critical order-related workflow, including client service inquiries and resolutions, • Account opening, • Supervisory engagement with local resources (i.e. Branch Control Officer) to fulfill supervisory, • requirements, • Train and lead operational support staff, • Acts as liaison between the Branch and all Firm infrastructure areas, • Support Financial Professional onboarding, • At least 5+ years of brokerage/financial services experience along with management experience, • FINRA Registrations: Series 7, 63 required; in addition to 8 or 9 & 10, • Strong attention to detail and accuracy, • Ability to navigate multiple computer systems, applications, and utilize search tools to find information, • Excellent verbal, written, and interpersonal communication skills, • Effective organizational, multi-tasking, and prioritizing skills, • Able to work independently, proactively and innovatively while exercising sound judgment, • Intelligent, enthusiastic self-starter with proven ability to work closely with Financial Advisors and other team members, • High ethical standards, • Excellent time management conflict resolution skills For job postings in New Jersey, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New Jersey and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $80,000.00 - $100,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Title: Site Director Location: Salary Range: $100,000/annual - FLSA Exempt – Full Time – 35 hours/week Role Summary: The Site Director for the Transitional Housing Program will lead and manage a program designed to support single women, men, and families with children who are transitioning out of homelessness in New York City. The Site Director will ensure that the program aligns with DHS guidelines, providing critical housing, case management, and support services to help clients achieve stability, self-sufficiency, and long-term housing solutions. The ideal candidate will have experience working in homeless services, knowledge of city policies, and a strong commitment to improving outcomes for vulnerable populations. Primary Job Responsibilities/Duties: The core responsibilities of a Site Director include, but are not limited to: Program Management: • Oversee and monitor program adherence to all DHS, OTDA, and any other regulatory agencies rules and regulations., • Ensure compliance with funding contracts, partnership and service agreements, and all applicable city, state, and federal laws, rules, and regulations., • Ensure residents receive quality services per NAICA’s mission and program requirements., • Develop and implement program policies and procedures that reflect the latest best practices in homeless services, trauma-informed care, and client centered approaches., • Participate in the timely reporting, investigating, and documenting for all priority incidents to senior leadership and all appropriate reporting agencies i.e. DHS, ACS, NYPD, etc., as required by all applicable regulations and laws., • Ensure that the program’s facility is code compliant with HPD, DOB, DHS, DOHMH, FDNY, and OTDA., • Collaborate with service linkage agreement providers to provide a full range of services for the residents of the program., • Recruit, hire, and train program staff., • Provide leadership for program staff and direct supervision for the Director of Social Services and Director of Operations and Security., • Conduct regular training and professional development opportunities for staff to stay current on city regulations, homelessness-related services, and trauma-informed practices., • Ensure staff are properly trained and certified per OTDA and DHS rules, including one-time and reoccurring trainings/certifications., • Lead weekly staff meetings and quarterly Community Advisory Board Meetings., • Monitor program performance by collecting and analyzing data on housing outcomes, clients’ needs and service utilization, ensuring compliance with NAICA and DHS reporting standards., • Prepare detailed monthly, quarterly, and annual reports for NAICA senior leadership, DHS, and other stakeholders., • Conduct program audits and evaluations to ensure that the program remains in compliance with funders and regulators., • Respond timely to requests from funders, regulators, and senior leadership., • Implement strategies for continuous improvement based on data analysis, client feedback, and city policy change. Physical Requirements: • Ability to sit for extended periods and perform repetitive tasks., • Must be able to lift and carry up to 20 pounds., • May be required to work shifts that include evenings or night tours and/or Saturdays, Sundays, and holidays with holiday pay differential., • This is a full-time, exempt position. While standard business hours are Monday through Friday, 9:00 AM to 5:00 PM, exempt employees are expected to work the hours necessary to effectively fulfill the responsibilities of the position, based on organizational needs, deadlines, or events., • Must be able to read, speak, write, and understand English for administrative purposes., • Must pass drug screening to be appointed., • This position may be subject to a series of investigations before and after appointment., • Bachelor’s degree in human services in addition to 2+ years of supervisory experience in human services or;, • Associate’s degree in a related field in addition to 10+ years of supervisory experience in human service or;, • Prior or current employment experience with NAICA, accompanied by a track record of above-average performance reviews., • Professional and impeccable verbal and written communication skills. Proficiency in English required., • Professional and expert competence in MS Office Suite., • Experience with CARES, CuRent, CAPS, BCS and Salesforce., • Professional and strong leadership and effective management skills., • Ability to implement and monitor policy and procedure in accordance with NAICA, funders and regulators., • Strong analytical, organizational and problem-solving skills., • Proficiency in data analysis and program evaluation skills. NAICA is an equal opportunity employer committed to maintaining a diverse workforce and inclusive work environment. As such, discrimination in any aspect of hiring or employment based upon age, race, creed, color, national origin, sexual orientation, gender identity or expression, religion, military or veteran status, sex, disability (including pregnancy, childbirth, and related medical conditions), or other applicable legally protected characteristics is strictly prohibited. Applicants of all backgrounds and experiences are encouraged to apply. NAICA will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable federal, state, and local laws, rules, and regulations. NAICA also offers reasonable accommodations as required by applicable federal, state, and/or local laws. Applicants seeking an accommodation for any part of the application or interview process should contact Human Resources by sending an email to with the Subject “Reasonable Accommodation Request.” NAICA Offers a competitive benefits package that includes: • Comprehensive Health, Dental and Vision Benefits for full-time employees, • 403(b) Retirement Savings Plans, • Loan Forgiveness Programs for eligible employees, • Paid Holidays and Vacation, • Paid Time-off, • Vol Life Insurance and AD&D, • Term Life and AD&D insurance, • Long Term Disability, • Employee Assistance Program support (EAP), • Commuter Benefits Program, • Aflac: Short-Term Disability, CA, Accident and Hospital Misrepresentation of your experience, skills, or education, or submission of false/fraudulent information or documentation during the application process may result in the rejection of your application or termination of your employment. At-Will Employment Disclaimer: While we sincerely hope to form a long and mutually beneficial relationship, please note that NAICA is an at-will employer. Under these terms, employment is subject to termination at any time, without notice and with or without cause, at the discretion of the organization.

Job Description TITLE: Cornerstone Program Assistant Director DEPARTMENT: Youth and Community Development Services PROGRAM: Rutgers Community Center; 200 Madison Street, New York, NY 10002 WORK SCHEDULE: School-Year: Monday-Friday, alternating times of 11 am-7 pm or 2 p.m.-10 pm, alternating Saturdays, 10 am-5pm Summer: Monday-Friday, 8:00 a.m. - 4:00 p.m. or 3 pm-11 pm; at least 3 days out of the summer program weeks PD must close the program at 11 pm; Saturdays (various); as a non-exempt employee, working hours will include non-standard hours SALARY RANGE: $45,000 - $47,000/YR REPORTS TO: Cornerstone Program Director DATE: July 2025 JOB SUMMARY: Grand Street Settlement Cornerstone Program Assistant Directors are responsible for assisting in the overall development, implementation, and supervision of the NYCHA Community Center. In addition, there is an expectation of high quality, innovative programming for our elementary, middle school, high school and adult participants. Due to the funding and the small nature of the program space, this position is compensated differently than a program space and funding availability of our larger sites. EDUCATION, EXPERIENCE AND SKILL REQUIREMENTS: • Associates degree or equivalent of 5+ years in youth services, supervisory experience preferred, • Familiarity with the LES or respective BK communities, key stakeholders and resources, • Experienced in designing, planning, and implementing structured programs, • 1+ years in supervising staff, • 1+ years of budget, contract and grant management experience, • Ability to work independently, assesses priorities, and take initiative, • High level of proficiency in administrative work, • Capacity to thrive under pressure while working on multiple tasks and projects, • Knowledge of the public education system and positive youth development best practices, • Strong public speaking, writing and organizational skills, • A team player with demonstrated commitment to working with urban youth and young adults from an asset-based perspective, • Ability to set up and maintain work environment that challenges gender stereotypes and is LGBTQIA+-friendly, • A background in partnering with the Department of Education and local community-based organizations to support programs, • Have skills in experiential learning and group facilitation with youth, • Must be an outstanding strategic thinker, • Must be flexible, cooperative, and willing to work in a team environment, • Proficiency in the Microsoft office suite, • Proficiency in a variety of internet research and communication functions, • Experienced in DYCD programming regulations and DYCD online, • Must obtain NYC Dept. of Health fingerprint clearance and State Central Registry (SCR) clearance ($25 fee), • Must have NYS Food Handler’s Certificate, • Must be CPR and Advanced First Aid Certified Under the supervision of the Program Supervisor & Cornerstone Program Director, ensure the following: Program & Community Development: • Provide direct leadership and strategic direction to two program staff, • Support with the orientation and evaluation of program staff assigned to center-based after-school program, evenings, Saturdays, and summer day camp, • Support with supervision of all program staff under the guidance of the program director and delivery of services on a day-to-day basis, in order to ensure that all goals, targets, and performance outcomes are met on a daily/weekly/monthly basis, • Responsible for participant recruitment and retention strategies by utilizing the DYCD online report, • Serves as the primary liaison for school administration, parents and other community entities and constituencies, • Work with the Program Director to ensure staff improve job performance through ongoing mentoring, coaching, and monthly staff development, • Facilitate bi-monthly team meetings and ensure that all staff meetings are properly executed, • Work with the Program Director to set, communicate and enforce clear standards for quality youth development programming, • Actively engage community residents, local businesses, community leaders, tenant association, youth, and Resident Advisor to participate on the monthly advisory board and youth council to support to community's needs, • Must understand and navigate the community culture and dynamics to ensure program quality, • Participate in ongoing efforts to advocate for program needs via community coalition building and via administering feedback surveys and program assessments, • Seek partnership opportunities and bring in at least 3 new partners a year to support programs, • Create quarterly community events, special events, and workshop series, • Ensure attendance tracking and reporting meet contractual requirements regarding enrollment and attendance., • Respond to all electronic and phone communication within 2 business days, • Ensure all DOH School-Aged Child Care and DOH Summer Day Camp regulations and procedures are complied with, and conduct quarterly self-checklist inspection, • Coordinate and execute all major events and activities along with other GSS Program Directors, • Responsible for the CACFP Food Program and all of its components, including reporting and maintaining appropriate documentation, • Communicate with NYCHA and DYCD key stakeholders, as well as participate in meetings, • Prepare a monthly calendar of events, programs, meetings, and activities., • Create a budget plan that supports program needs and ensures timely spending., • Maintain and diligently follow up on facility logs to ensure timely response, • Ensure maintenance and cleanliness of the facility and coordinate with the agency (NYCHA & DYCD) to effectively maximize program space, • Bi-yearly beautification/upgrade projects for the center, • Seek partnership opportunities and bring in at least 3 new partners a year, • Perform other duties as assigned by the Program Director/Deputy Director/CPO, • SUMMER: Manage MS Expansion program (open seven days a week) as required and be available during off hours to provide additional support as needed to the Program Director and Evening Supervisors (including weekends). HOW TO APPLY: Submit a resume and thoughtful cover letter, outlining how your skills and experience meet the position you are applying for. If selected, we also ask that you provide us with three (3) professional references that we can contact (at least one (1) reference should be from a former supervisor). Please click on the link provided below, or use the link in a search bar and apply online through our career center. Submit a resume and thoughtful cover letter, outlining how your skills & experience meet the position you are applying for. Also, provide three professional references (at least one should be from a former supervisor) with the subject header "Assistant Program Director" to Amalia Salinas; No phone calls, please. Please be advised that job offers can only be made once your clearances come through EQUAL OPPORTUNITY EMPLOYER (EOE)