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Job DescriptionCompany Description As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies. Wilshire advises on over $1 trillion in assets for some of the world’s largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide. Job Description The Platform Operations Associate ensures the seamless operations of all alternative managed accounts. This includes overseeing various aspects of middle and back-office functions, such as fund accounting, collateral management, cash management, treasury operations, and project-based tasks like audits, onboarding new funds, conversions, and liquidations. What you’ll do: • Responsible for the review and approval of pre month end reporting including Non-Trading Accrual computation, and Fee calculations. Assist with fund launches and liquidations, • Manage daily and monthly net asset values (NAVs) for all funds(Hedge funds and fund of funds), • Generate and provide regular reports to internal stakeholders and clients, including performance reports, fee statements, and NAV approvals, in accordance with established timelines and requirements, • Oversee various relationships with outside service providers such as brokers, fund administrators, custodians, tax preparer, investor servicing team and compliance aggregator, • Manage operational aspects related to cash, collateral, and treasury functions, • Responsible for executing cash movements, meeting margin calls, and optimizing cash utilization, • Lead and coordinate various project-based initiatives, including audits, fund onboarding, conversions, and liquidations, • Oversee all day-to-day operational activities of the platform, including wire approvals, account maintenance, and transaction processing, • Monitor operational workflows, identify bottlenecks or inefficiencies, and implement process improvements to optimize operational efficiency and effectiveness, • Prepare and oversee the preparation of annual audited financial statements and tax schedules, • Assist with ad hoc reports special projects as neededQualifications, • Bachelor’s degree or equivalent experience, • At least 4-7 years in financial services, fund operations, prime brokerage, or related fields, • Strong understanding of fund accounting principles and cash management., • Understanding of VBA preferred, • Ability to thrive in a fast-paced and dynamic environment, with a proactive and adaptable approach to challenges Additional Information • This position will work on a hybrid model out of our New York office Visit for additional company information. Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions. We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive. If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at or 310-584-6011. #LI-Hybrid

Job Description Intro M0 is the stablecoin platform for builders. With M0, builders can create their own stablecoin products by extending $M (M0's superior digital-dollar building block) and customizing attributes such as branding, revenue streams and loyalty opportunities. These $M extensions are interoperable and benefit from shared, high-quality collateral on the M0 protocol. In short, we're building a stablecoin platform that empowers developers to create their own resilient, interoperable and customizable stablecoin products. M0 is seeking an experienced and exceptionally sharp corporate lawyer to be a key player in our growth. Beyond being a pragmatic lawyer with a proven track record of executing complex deals, this team member should be a creative legal strategist, a true business partner, and a capable builder. You will own core legal functions related to corporate law and strategic transactions, and be a key adviser on the ways that regulatory considerations interact with business strategy and product direction. About Our Team Our Legal team manages the legal affairs of certain actors in the M0 ecosystem. These include the M0 Foundation in Switzerland, the M0 labs located in the Cayman Islands and Germany, and other entities. We collaborate across M0 to accelerate the business, shape technical development, advance corporate and protocol governance, and ensure regulatory compliance in areas such as securities, AML/CFT, sanctions, consumer protection, and intellectual property. Our team holds itself to a standard of uncompromising service delivery, emphasizing modern tech-enabled practice. This commitment is expressed in our shared values: • Autonomy. We are each builders, responsible for the processes that will keep our respective functional areas running efficiently—especially by aggressively incorporating the latest technology., • Composure. People rely on us. We work hard to deserve their trust by always being prepared and being the cool heads that help navigate challenging situations., • Connectedness. We seek opportunities to build genuine relationships across M0 and the industry, so that we can be responsive and resilient as circumstances evolve., • Foresight. We have a knack for keeping our heads up to see what's on the horizon, so that we have time to develop carefully considered strategies and plans. Reporting to the General Counsel, you will architect an optimal global organizational structure, lead strategic transactions, manage our commercial contracting processes, and ensure the quality of our corporate governance practices. This role requires a leader who can operate at every altitude—providing strategic counsel to the executive team in the morning, and diving deep into the details of a critical transaction or process improvement that same afternoon. What You'll Do • Lead Strategic Transactions: Serve as the Legal lead on M&A, investments, joint ventures, and other strategic corporate initiatives, structuring and executing these complex deals from diligence to closing., • Own High-Stakes Commercial Agreements: Draft and negotiate highly-tailored agreements with strategic partners and sophisticated counterparties in the institutional finance, digital assets, and technology sectors. Provide practical advice on related issues such as IP, data protection, and regulatory matters as they are implicated in such agreements., • Drive Corporate Governance: Oversee corporate structuring and ongoing legal functions, including managing our corporate records, governance materials, and filings for our entities around the globe., • Build Scalable Legal Infrastructure: Work closely with our corporate and legal operations paralegal in the creation of a robust contract management process, including the development of playbooks and standard templates (NDAs, MSAs, etc.)., • A World-Class Corporate Attorney: You have significant experience as a Corporate, M&A, or Emerging Companies attorney, with a deep understanding of corporate and securities law. You demonstrate excellent judgment, analytical rigor, and business pragmatism in your advice., • A Proactive Builder: You are a self-starter with a "no job too big, no job too small" mentality. You look around corners to creatively solve problems and have a proven ability to own projects from concept to finish., • An Excellent Communicator & Partner: You can present complex legal issues clearly and concisely. You know how to build high-trust relationships and act as a true business partner, not just a lawyer., • Adaptable and Intellectually Curious: You have a positive attitude, comfort with ambiguity, and a relentless curiosity about new technologies. You have a passion for or a strong interest in crypto, blockchain technologies, and DeFi., • J.D. from an accredited, top-tier law school., • Member in good standing of a U.S. state bar (preferably NY)., • 7+ years of relevant legal experience, including foundational training at a top-tier law firm in a corporate or transactional practice., • In-house experience at a high-growth technology company, preferably in fintech or Web3, is strongly preferred., • EC/VC Experience: Experience interacting with investors and their legal teams, and advising in relation to relevant investment documents (e.g., SAFEs, token warrants)., • Crypto-Native Familiarity: Deep familiarity with legal issues specific to the crypto/DeFi ecosystem, particularly around organizational structures for decentralized protocols., • Financial Services Background: Prior experience with regulated financial services firms and conversance with financial regulation applicable to digital assets., • Exposure to Stablecoin-Relevant Legal Instruments: Comfort with registering and perfecting collateral agreements, as well as with bankruptcy rules., • Global team and flexibility: Join a truly global team with the flexibility to work remotely, though with preference to work in our main hub in NYC., • Health and wellness: Enjoy comprehensive healthcare insurance coverage as well as a wellbeing allowance and gym membership to support your physical and mental health., • Customizable IT setup: Tailor your workspace with access to top-notch IT equipment., • Professional development: Benefit from an annual development budget to enhance your skills and grow professionally, including opportunities to participate in conferences and on-site company events worldwide.

Job DescriptionCompany Description As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies. Wilshire advises on over $1 trillion in assets for some of the world’s largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide. Job Description Wilshire is seeking an experienced Legal Counsel to join our in-house legal team. This is an exciting role for a lawyer who understands private funds and wants to build an in-house career in alternatives. This role will provide comprehensive legal support across the firm’s asset management business, focusing on corporate, fund-related, and regulatory matters. The successful candidate will play a hands-on role in supporting the firm’s growth by partnering with business, compliance, and operational teams to support product development, fund structuring, and global distribution initiatives - while also advising on corporate initiatives and new business opportunities. What you’ll do: * Provide legal advice on corporate, regulatory, and fund-related matters, with a focus on private funds and alternative strategies (including, private equity, private credit, hedge funds, or hybrid strategies). * Draft, review, and negotiate a wide range of legal documents, including fund offering documents, investment management agreements, limited partnership agreements, side letters, and vendor/service provider agreements. * Advise on investor negotiations, including co-investment arrangements and strategic partnerships. * Advise on U.S. and cross-border marketing and distribution issues relating to private funds and other investment products. * Collaborate with compliance, structuring, sales, finance, and operations teams to ensure smooth execution of business initiatives. * Help the business navigate key legal considerations, including ERISA, tax, data privacy, and regulatory requirements. * Work closely with external counsel while developing strong internal capabilities. Qualifications * Juris Doctor (JD) degree and admission to practice in at least one U.S. jurisdiction. * 3+ years’ relevant legal experience, with exposure to corporate law and private funds (law firm or in-house). * Strong understanding of securities laws, investment fund structures, and asset management regulatory frameworks. * Bonus points for familiarity with ERISA, tax, data privacy, or cross-border sales/marketing. * Excellent drafting, negotiation, and analytical skills. * Effective organizational skills and ability to manage across multiple priorities. * A practical, business-oriented approach to problem solving. * Ability to balance legal risk with business objectives and communicate effectively with both legal and non-legal colleagues. * Collaborative team player with the confidence to provide practical, business-oriented advice. Additional Information • This position will work on a hybrid model out of our Santa Monica or New York office Visit for additional company information. Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions. We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive. If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at or 310-584-6011. #LI-Hybrid

Job Description Location Note: This a remote role for candidates based in New York or New Jersey. The Purpose of Your Role: We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Our financial planners have a proven track record of offering fiduciary guidance to our private client group. Their expertise supports all aspects of financial planning including investment strategy, insurance, aligning with our client’s short and long term goals and helping them become financially fit. Filling this critical role is an integral part of Sentinel’s growth plan and the successful candidate will have demonstrated that they are among a very small group of elite financial professionals in our industry. Our financial planning team works in a fiduciary capacity. We do more than provide investment expertise—we take the time to understand our client’s financial goals and relate to their concerns. The right candidate has the ability to lead, train, and motivate their peers and clients. What you'll bring to Sentinel: • Planning/Organizing – Prioritizes and plans work activities, uses time efficiently, • Professionalism – Approaches others in a tactful manner, reacts well under pressure, treats others respectfully, follows through on commitments, • Quality – Demonstrates accuracy and thoroughness, • Strong sense of urgency and accountability; results-oriented, • Team player; puts success of team ahead of self, • Knowledge and full understanding of mutual funds, retirement planning, retirement plans, healthcare planning, and has a genuine interest in continuing to learn about such matters, ability to communicate subject matter clearly and in simple terms, • Engage and educate Sentinel’s retirement plan participants so that they fully understand the retirement plan and make informed decisions for their situation., • Assist participants in preparing for the financial aspects of retirement., • Communicate the retirement plan offering via group meetings at the client company., • Meet one on one with participants to answer any personal questions about the plan or possible other financial matters., • Conduct webinars to communicate the plan, when appropriate., • Build personal relationships with participants., • Convey retirement planning subject matter in a simplified way., • Through consultative selling techniques, drive revenue growth within assigned book of business. This would include life insurance, long term care and disability insurance., • Support new sales and market development initiatives, • Exhibit understanding of key features and benefits of Sentinel’s products and services, • Proactively keep Supervisor informed of key activities with assigned clients We are looking for natural leaders who have outgoing personalities and are not afraid to meet, build, and network relationships. We are looking for innovative thinkers to drive our business forward—someone with an entrepreneurial spirit, customer focus, drive, determination, and the strength of character to challenge the status quo. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change. Preferred qualifications: • Proficient in Microsoft Office applications, • ERISA and retirement plan knowledge (or interest in obtaining the necessary knowledge), • Bachelor’s degree, • FINRA Series 6 or 7, 63 and 65 or 66, • 3+ years of experience, • CFP designation or interest in obtaining Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021, 2022, 2023 and 2024, Sentinel earned a Top Workplace USA Award from Energage. At Sentinel, we welcome people from diverse experiences, backgrounds, and perspectives – and we wouldn’t have it any other way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find talented individuals who enrich our team culture, contribute with enthusiasm, and are passionate about what they do. Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know. Some of our Benefits: • PTO (vacation, sick, personal time bank), • FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service, • 12 Paid Holidays (10 stated and 2 floating holidays), • 2 Community Volunteer Days, • 5 Summer Half Days, • Medical, Dental, Vision, • Life Insurance, • LTD & STD, • Retirement Plan with 4% Employer Match, • Parental Leave See What We Stand For: Who we are: Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you. Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts – and their commitment to excellence – define who we are. Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine). Salary Range: $50,000-$80,000 base depending on experience. Additional commission opportunities through sales available as well. Powered by JazzHR cP5Pl3S9Fr

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description Support and assist IQEQ’s investment adviser client by providing regulatory compliance services through oversight of the execution and continuous improvement of the client’s compliance program, which meet the requirements of SEC Rules 206(4)-7 and 38a-1, including other state and federal securities laws and regulations. Update the client’s compliance programs as necessary to keep them current with new regulatory requirements and best business practices. You will be working directly with leading private equity and hedge fund firms in the alternative asset industry under the guidance and direction from our experienced team of industry veterans. You will be facilitating our service offering by assisting, performing, and reviewing the following: • Advising clients on compliance with the Securities Act, Securities Exchange Act, Advisers Act and other applicable regulatory directives with little input from senior team members., • Advising on and reviewing firm marketing and advertising materials for compliance with the Advisers Act and other applicable regulatory requirements., • Assist and oversee junior team members in the performance of compliance functions, such as personal trading review, email review, the monitoring of firm trading activities and maintaining restricted lists., • Perform reviews needed to complete an Annual Review of policies and procedures as required under the Advisers Act. Oversee reviews conducted by other team members., • Lead client calls and ensure call agendas and work product are provided in a timely manner., • Review drafts of required US regulatory filings., • Prepare and conduct training for our clients, according to the client’s needs, particularly regarding the Advisers Act., • Review drafts of client policies and procedures., • Design and monitor testing systems to ensure the efficacy of controls and surveillance programs., • Mentor new team members., • Perform other compliance-related responsibilities and special projects as needed.Qualifications, • Bachelor's degree, • 6 to 8 years of relevant compliance experience at a registered investment adviser, law firm, or investment consulting firm, experience practicing law regarding registered investment companies preferred., • Working knowledge of the IA Act of 1940 and the ICA of 1940, • Knowledge of SEC Exam practices, experience with SEC exams and mock exams preferred., • Knowledge of CFTC / NFA as well as FINRA requirements is a plus Additional Information Salary based on experience and location ($125,000-$150,000) and full benefits package offered. Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

Job DescriptionCompany Description As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies. Wilshire advises on over $1 trillion in assets for some of the world’s largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide. Job Description Wilshire is seeking a knowledgeable and experienced Legal Compliance Operations Associate to assist in its KYC/AML compliance program. What you'll do: • As a Legal Compliance Operations Associate, you will assist the compliance team with various operational compliance obligations including regulatory reporting (ADV, Form PF), KYC (Know Your Client) and AML (Anti-Money Laundering), and Code of Ethics management., • You will collect, analyze, and review client, counterparty, and service provider records to ensure compliance with KYC and AML regulations and policies, • Updating internal files and keeping records up to date, • Efficient internal and external communication to gather KYC information, • Collaborate with internal teams to address escalated cases and resolve complex compliance issues., • Keeping internal procedural documentation up to date, • Supporting your colleagues and management with training new staff, audit requests, projects, documentation, and additional ad-hoc tasksQualifications, • Bachelors Degree or equivalent relevant experience, • 2-4 years of experience in Know Your Client, Compliance, Anti-Money Laundering or relevant field, • Excellent skills to communicate clearly, effectively, and quickly, • Strong analytical skills, attention to detail, and client-centric mindset, • Initiative and commitment to overcome obstacles and meet the end goal, targets, • Flexible working approach, strong decision making, and influencing skills, • Ability to work successfully in a self-motivated team environment Additional Information • This position will work on a hybrid model out of our New York office Visit for additional company information. Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions. We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive. If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at or 310-584-6011. #LI-Hybrid

Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $100,000 Responsibilities: • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products, • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional, • Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances, • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial adviceQualifications:, • Must possess uncompromising integrity and the ability to communicate complex ideas, • Ability to successfully network to prospect new potential clients is a must, • Relationship management skills are requiredAbout Company New York Life offers a comprehensive suite of insurance and financial solutions designed to help individuals, families, and businesses build a secure future. As the largest mutual life insurance company in the U.S., our focus is on long-term value, not shareholder returns. We provide life insurance, retirement income, investment strategies, and estate planning tailored to each client’s needs. Our financial professionals take a relationship-based approach, delivering trusted guidance rooted in integrity and care. With over 175 years of financial strength and stability, New York Life is committed to helping clients protect what matters most, plan for the future, and leave a meaningful legacy.

Job Description Shape Your Financial Future: Become a Trusted Advisor Embarking on a career as a financial advisor at Northwestern Mutual is a distinctive opportunity to build your own business while guiding clients towards achieving their financial objectives. Here's what you can expect in this role: • Client Acquisition & Relationship Building: Expand your client network by establishing new connections, maintaining a robust referral network, and delivering exceptional client service., • Personalized Financial Planning: Develop comprehensive, customized financial plans that cater to each client's unique needs., • Plan Management: Oversee and adjust clients' financial plans to ensure they reach their financial goals., • Lifelong Support: Cultivate lasting relationships with clients, offering support through various life stages., • Planning Experience, • Asset & Income Protection, • Education Funding, • Investment & Advisory Services, • Trust Services, • Retirement Solutions We offer multiple avenues to build your practice, whether it's opening your own office, joining a sophisticated team, or advancing as an advisor. Training & Licensing Northwestern Mutual is renowned for its superior sales force training. We are dedicated to your continuous professional development with a curriculum designed to support your first three years including a mentor dedicated to your growth and development. You'll learn from industry experts, develop client acquisition skills, and leverage our network of experienced financial advisors. We support your path to becoming a financial advisor by assisting with insurance licensing, such as Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63, with pre-payment or reimbursement for tuition and books. Compensation & Benefits Earnings Potential: • Skyrocket Your Earnings: Unlock Over 150% Enhanced, Uncapped Commissions!, • Average annual earnings of $61K-$119K for advisors in their first three years (2018-2023 avg.) Ideal Candidates This role is suited for individuals with: • A bachelor’s degree (all disciplines welcome), • Entrepreneurial ambitions and a client-focused mindset, • Success in relationship-building or client-facing roles, • Strong time-management and communication skills, • Motivation, drive, and critical thinking abilities With over 165 years of expertise, Northwestern Mutual offers a personalized and integrated financial planning experience. We leverage our advisors' proficiency with a digital approach to ensure clients achieve consistent success in their financial journeys. As independent contractors, our Financial Advisors enjoy entrepreneurial benefits while contributing to an inclusive and collaborative workplace. Why Choose Us • Ranked among the Top 5 U.S. Independent Broker-Dealers, • Recognized for financial strength and quality products/services, • Fortune 500® and Forbes accolades for diversity and equality, • Recipient of the 2024 Training APEX Award Take the Next Step Make a meaningful impact on your clients' financial lives while aligning your career with your personal aspirations. Ready to embark on this rewarding journey? Join us at Northwestern Mutual and transform your professional future. Apply today to start your journey as a Financial Advisor! Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 4Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS’s affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews, April 2024. 5Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody’s Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024. 6To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com Company DescriptionThe mission of Northwestern Mutual is to serve our clients by helping them achieve financial security and peace of mind. Values: Our values are built on trust, integrity, respect, collaboration, and excellence. We strive to provide a sense of security and confidence to our clients and partners through an unwavering commitment to our mission and values. We are dedicated to delivering innovative solutions and personalized advice to help our clients achieve their financial goals and live life to the fullest. 1. Competitive compensation and benefits: Northwestern Mutual offers competitive salaries and an extensive benefits package including medical, dental, vision, disability, life and long-term care insurance, flexible spending accounts, retirement plans, and more., 2. Professional development: Northwestern Mutual offers a variety of professional development opportunities, including mentorship programs, continuing education, leadership development workshops, and more., 3. Work-life balance: Northwestern Mutual offers a flexible schedule, telecommuting options, and generous vacation and time off policies., 4. Generous bonus potential: Northwestern Mutual has a bonus program that rewards employees for outstanding performance and encourages high productivity., 5. Workplace culture: Northwestern Mutual promotes a collaborative and engaging workplace culture with a strong focus on team building.The mission of Northwestern Mutual is to serve our clients by helping them achieve financial security and peace of mind. Values: Our values are built on trust, integrity, respect, collaboration, and excellence. We strive to provide a sense of security and confidence to our clients and partners through an unwavering commitment to our mission and values. We are dedicated to delivering innovative solutions and personalized advice to help our clients achieve their financial goals and live life to the fullest.\r\n\r\n1. Competitive compensation and benefits: Northwestern Mutual offers competitive salaries and an extensive benefits package including medical, dental, vision, disability, life and long-term care insurance, flexible spending accounts, retirement plans, and more. \r\n2. Professional development: Northwestern Mutual offers a variety of professional development opportunities, including mentorship programs, continuing education, leadership development workshops, and more. \r\n3. Work-life balance: Northwestern Mutual offers a flexible schedule, telecommuting options, and generous vacation and time off policies. \r\n4. Generous bonus potential: Northwestern Mutual has a bonus program that rewards employees for outstanding performance and encourages high productivity. \r\n5. Workplace culture: Northwestern Mutual promotes a collaborative and engaging workplace culture with a strong focus on team building.

Job Description Harrison Gray Search is partnering with a tech-focused wealth management firm seeking a Senior Wealth Advisor. About the Firm: • Transforms advisors into fintech entrepreneurs., • Emphasizes automation and efficiency to enhance client interactions., • Grows by acquiring and enhancing traditional wealth management firms., • Founded by seasoned entrepreneurs with extensive VC-backed experience., • Supported by top VC firms and industry executives. Role: • Shape the future of wealth management through a fintech perspective., • Manage high-net-worth client relationships and portfolios., • Collaborate with Product Development and M&A teams., • Develop new client relationships and support business development., • Analyze client data and provide comprehensive financial advice., • Design and implement long-term investment strategies., • Advise on investment, tax, retirement, estate planning, and more., • Collaborate with third-party service providers., • Influence the development of advisor technology platforms., • Assist in recruiting top wealth managers and training new staff. Requirements: • 10+ years in investment advisory., • Active client book., • Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent), • Passion for ownership and impact., • Interest in fintech., • Ability to thrive in a fast-paced environment. Nice to have: • Experience at a tech company., • Analytical or technical degree (BS or MS)., • Experience with high-net-worth clients., • Expertise in financial planning., • Proficient with financial planning software., • Strong organizational, analytical, and communication skills. Benefits: • Top-tier medical, dental, and vision plans., • Unlimited PTO and company holidays., • Solo 401(k)., • NYC office with stunning views., • Competitive compensation with revenue participation and equity., • Office meals and snacks., • Teledoc access., • Discounts on various health services. This role offers a unique opportunity to significantly impact the wealth management industry through technology and innovation. This is a remote-first company and Advisors may be located anywhere in the US.

Job Description With local offices in Manhattan and Staten Island, we represent a diversified family of financial services companies. Thoroughbred Advisors is a growing force, and we believe that family, friends, and the experiences we share make life worth living. Thoroughbred Advisors offers a unique independence regarding access to services and resources, in addition to independence of thought, and the development and transfer of knowledge, all delivered within a relationship-building process that inspires action. We can teach you what you need to know to create a life for yourself and your family that you likely didn’t realize was possible through this avenue. What’s in it for you? • Thoroughbred will support candidates for both required licensure and desired additional certifications., • Top-notch training and development - priceless for those who are new to the industry, as well as seasoned professionals., • Access to thousands of products, planning tools, and behind-the-scenes support to implement each client’s tailored strategy., • Full-Time Representatives have access to W-2 employment., • Benefits include: health, vision, and dental benefits, as well as highly competitive payout percentages., • Meeting and exceeding set goals make candidates eligible to be rewarded with yearly national and international training trips., • Upside income is determined by your efforts., • Access to state-of-the-art, professional facilities with up-to-date technology for inspiring client meetings., • Control your schedule - Flexible scheduling to accommodate each individual’s life circumstances Securities, financial planning, and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 333 Westchester Avenue, South Building Suite 3302, White Plains, NY 10604 914.428.4000. Thoroughbred Advisors, LLC is independent of Equity Services, Inc. Candidates seeking to offer these services will need to obtain the same registrations. TC8060839(0625)3 For Recruiting Purposes Only Compensation: $75,000+ at plan commission Responsibilities: • Building a book of business on your own terms., • Cultivate and strengthen relationships with individuals, including professionals, state/municipal employees, newlyweds, families, members of the armed services, business owners, and more., • Provide comprehensive financial planning and/or focus on specific areas of need, including: Advisory Services, Retirement Analysis, Insurance, Estate Strategies, Employee Benefits, and Business Continuation Strategies., • Deliver high-quality planning, technology, and service experience to existing and growing clientele utilizing the specific Thoroughbred Advisors' Financial Planning Process., • Specific, holistic method for gauging and developing the financial wellness plans for each individual client.Qualifications:, • You are dependable, competent, inquisitive, motivated, efficient, active, and accurate., • You are personable, approachable, generous, and caring, with a natural ability to connect and communicate with others and inspire others to be passionate about things you believe in., • You are likely a college graduate, but may not have majored in economics or finance, and might have little to no experience in the Financial Services Industry., • You have a track record of success in some area of your life, whether you are capped out on the earning potential of your current position or were selected as “Teacher of the Year.”, • Willingness to put yourself out thereAbout Company Thoroughbred Advisors is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. We continue to deliver our brand of planning to the individuals, families, and businesses of our region. We believe the habits you create, the tools you implement, and the strategy that informs the creation of each will be the primary variables that impact your level of financial security and prosperity. From the outside, you would perceive that we are in the business of Financial Planning, Insurance, and Investments, which would be true, but beyond that, we believe we are in the business of personal development.

We're looking for a Remote Customer Service. As a Customer Service Representative, you will help drive the continued success by providing reliable and impeccable preventive maintenance service. You will act as a trusted adviser to our customers, evaluating their needs and performing maintenance:.

Job Description ITE Management, a leading investment manager specializing in the transportation sector, is looking for a Paralegal to join its Legal & Compliance team in New York. Founded in 2014, ITE targets real asset investment opportunities that are cash yielding with downside protection, and benefit from a team with deep, longstanding relationships and financial and operating expertise. Today, the firm manages over $11bn of assets globally across rail, intermodal, aviation, and emerging technology strategies with office locations in NYC, Chicago and St. Louis. The Paralegal will assist the Legal and Compliance Department with various legal and compliance matters and will be an integral part of the firm's growth. The position is based in the New York office. Responsibilities: • Coordinate the formation, organization and administration of ITE's legal entities and related governing documents, • Organize and enhance document and entity management record keeping across Firm, • Assist with closing documentation for pending transactions, • Respond to various KYC/AMLrequests from counterparties, • Manage and assist with legal and compliance requests related to NDAs, marketing materials and vendor agreements under the supervision of ITE's GC/CCO and Attorney, • Review marketing and sales material to ensure consistency and compliance with applicable laws, regulations, etc., • Assist with counterparty and service provider risk assessments, including AML/Sanctions due diligence checks, • Coordinate preparation of various regulatory filings and compliance policies as needed, • 1-3 years of work experience, • BA with excellent academic credentials, • Previous experience working at a CORPORATE law firm or in the legal and/or compliance departments of a U.S. registered investment adviser, • Previous AML/KYC and entity management experience a plus, • Excellent verbal and written skills, • Excellent time management skills with attention to detail, • Well organized, self-starter with the ability to manage multiple projects Salary Range: Estimated base salary range for this position is: $100,000- $130,000. Employees may also be eligible for an annual discretionary incentive compensation award. Actual base salary may vary based upon, but not limited to, relevant skills, experience, qualifications, and geographic location. Benefits • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Training & Development, • Hybrid Workplace, • Free Food & Snacks, • Wellness Resources

Customer Service Representative. Assist customers with inquiries and product/service details. Prior experience in customer service is a plus but not required.

Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. Bilingual Customer Service Representative. Conduent is

Up to $25 per hour / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at Solutions iT, you will: Answer all incoming calls within three rings and create, triage, and troubleshoot client issues; Provide exceptional phone support to minimize time spent on phone calls, while maximizing

Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. Bilingual Customer Service Representative. Conduent is

Competitive pay / Benefits - As a Customer Service Rep at Bush & Bush Law Group, you will: Manage incoming calls, emails, and messages from clients and provide timely and accurate responses to their inquiries; Collect and document essential information from clients regarding their cases, ensuring al

Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. Bilingual Customer Service Representative. Conduent is

Competitive pay / Benefits - As a Customer Service Rep at Bush & Bush Law Group, you will: Manage incoming calls, emails, and messages from clients and provide timely and accurate responses to their inquiries; Collect and document essential information from clients regarding their cases, ensuring al

Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. Bilingual Customer Service Representative. Conduent is

Up to $25 per hour / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at Solutions iT, you will: Answer all incoming calls within three rings and create, triage, and troubleshoot client issues; Provide exceptional phone support to minimize time spent on phone calls, while maximizing

Competitive pay / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at GRT Financial, you will: Handle inbound/outbound calls and emails from clients regarding their accounts; Provide excellent customer service by addressing and resolving customer inquiries and concerns; Update and m

Up to $24 per hour / Medical, dental & vision / 401k match / PTO - As a Customer Service Rep at Copart, you will: Manage incoming calls and emails from customers, responding promptly and professionally; Provide accurate and timely information to customers regarding their inquiries and concerns; Reso

Up to $25 per hour / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at Solutions iT, you will: Answer all incoming calls within three rings and create, triage, and troubleshoot client issues; Provide exceptional phone support to minimize time spent on phone calls, while maximizing

Competitive pay / Health, dental & vision / 401k match / PTO - As a Customer Service Rep at Diana Health, you will: Answer and triage incoming phone calls and app messages from our current patients; Provide excellent customer service by addressing inquiries, resolving issues, and escalating concerns

Competitive pay / Benefits - As a Customer Service Rep at Bush & Bush Law Group, you will: Manage incoming calls, emails, and messages from clients and provide timely and accurate responses to their inquiries; Collect and document essential information from clients regarding their cases, ensuring al

Competitive pay / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at OneTouch Direct, you will: Respond to customer inquiries and concerns in a timely and professional manner; Provide accurate information and solutions to customer issues; Maintain a high level of customer satisfact

Up to $24 per hour / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at Equip, you will: Answer inquiry calls, emails, web forms, etc.

Competitive pay / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at GRT Financial, you will: Handle inbound/outbound calls and emails from clients regarding their accounts; Provide excellent customer service by addressing and resolving customer inquiries and concerns; Update and m

Up to $24 per hour / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at Equip, you will: Answer inquiry calls, emails, web forms, etc.

Competitive pay / Benefits - As a Customer Service Rep at Bush & Bush Law Group, you will: Manage incoming calls, emails, and messages from clients and provide timely and accurate responses to their inquiries; Collect and document essential information from clients regarding their cases, ensuring al

Competitive pay / Health, dental & vision / 401k match / PTO - As a Customer Service Rep at Diana Health, you will: Answer and triage incoming phone calls and app messages from our current patients; Provide excellent customer service by addressing inquiries, resolving issues, and escalating concerns

Up to $24 per hour / Medical, dental & vision / 401k match / PTO - As a Customer Service Rep at Copart, you will: Manage incoming calls and emails from customers, responding promptly and professionally; Provide accurate and timely information to customers regarding their inquiries and concerns; Reso

Competitive pay / Health, dental & vision / 401k matching / PTO - As a Customer Service Rep at Beyond Finance, you will: Assist customers with inquiries and complaints via phone, email, and chat: Provide excellent customer service by actively listening, showing empathy, and finding solutions; Mainta

Up to $25 per hour / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at Solutions iT, you will: Answer all incoming calls within three rings and create, triage, and troubleshoot client issues; Provide exceptional phone support to minimize time spent on phone calls, while maximizing

Competitive pay / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at GRT Financial, you will: Handle inbound/outbound calls and emails from clients regarding their accounts; Provide excellent customer service by addressing and resolving customer inquiries and concerns; Update and m

Up to $24 per hour / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at Equip, you will: Answer inquiry calls, emails, web forms, etc.

Competitive pay / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at OneTouch Direct, you will: Respond to customer inquiries and concerns in a timely and professional manner; Provide accurate information and solutions to customer issues; Maintain a high level of customer satisfact

Competitive pay / Health, dental & vision / 401k match / PTO - As a Customer Service Rep at Diana Health, you will: Answer and triage incoming phone calls and app messages from our current patients; Provide excellent customer service by addressing inquiries, resolving issues, and escalating concerns

Competitive pay / Health, dental & vision / 401k matching / PTO - As a Customer Service Rep at Beyond Finance, you will: Assist customers with inquiries and complaints via phone, email, and chat: Provide excellent customer service by actively listening, showing empathy, and finding solutions; Mainta

Waste Connections - 70 Hamilton Avenue [Customer Service Representative] As a Customer Service Representative at Waste Connections, you'll: Work in conjunction with other departments to resolve customer disputes; Interview customers and record interview information into computer for customer service

Up to $24 per hour / Medical, dental & vision / 401k match / PTO - As a Customer Service Rep at Copart, you will: Manage incoming calls and emails from customers, responding promptly and professionally; Provide accurate and timely information to customers regarding their inquiries and concerns; Reso

Competitive pay / Health, dental & vision / 401k matching / PTO - As a Customer Service Rep at Beyond Finance, you will: Assist customers with inquiries and complaints via phone, email, and chat: Provide excellent customer service by actively listening, showing empathy, and finding solutions; Mainta

Competitive pay / Health, dental & vision / 401k match / PTO - As a Customer Service Rep at Diana Health, you will: Answer and triage incoming phone calls and app messages from our current patients; Provide excellent customer service by addressing inquiries, resolving issues, and escalating concerns

Up to $24 per hour / Medical, dental & vision / 401k match / PTO - As a Customer Service Rep at Copart, you will: Manage incoming calls and emails from customers, responding promptly and professionally; Provide accurate and timely information to customers regarding their inquiries and concerns; Reso

Competitive pay / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at GRT Financial, you will: Handle inbound/outbound calls and emails from clients regarding their accounts; Provide excellent customer service by addressing and resolving customer inquiries and concerns; Update and m

Competitive pay / Health, dental & vision / 401k match / PTO - As a Customer Service Rep at Diana Health, you will: Answer and triage incoming phone calls and app messages from our current patients; Provide excellent customer service by addressing inquiries, resolving issues, and escalating concerns

Up to $24 per hour / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at Equip, you will: Answer inquiry calls, emails, web forms, etc.