Trabajos service advisor en Jersey City, NJ - Page 7Crear alertas

Job Description Harrison Gray Search is proud to partner with a revolutionary financial institution that combines the expertise of seasoned advisors with cutting-edge technology to provide a comprehensive, personalized wealth management experience. About Our Client: They are a rapidly expanding, technology-focused wealth management firm committed to delivering a modern, client-centric financial planning experience. By integrating seasoned financial advisors with advanced technology, they provide personalized, comprehensive solutions to help clients reach their financial objectives. Their leadership team brings extensive expertise from the wealth management, fintech, and technology industries, positioning the firm at the forefront of innovation. Supported by top-tier investors, they are dedicated to equipping advisors with the tools and resources necessary to build and scale successful practices. Joining this organization means becoming part of a dynamic, forward-thinking team that prioritizes collaboration, excellence, and a commitment to reshaping the future of wealth management. For ambitious professionals passionate about client success, they offer a unique opportunity to grow a practice with cutting-edge support and minimal administrative burdens. About the Role: As a Senior Financial Advisor, you will have the autonomy to build and expand your client relationships while leveraging best-in-class technology to enhance efficiency and service. Their platform enables you to focus on what matters mostguiding clients toward financial successwithout being weighed down by administrative burdens. Your primary responsibilities will include identifying prospective clients, demonstrating the unique advantages of the platform, and providing expert financial advice. With a strong foundation of operational support and advanced prospecting tools, you will be well-positioned to grow your book of business and deliver exceptional client experiences. RESPONSIBILITIES • Turn prospects into clients and clients into raving fans, • Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients, • Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals REQUIREMENTS • Proven track record of success in acquiring new wealth management relationships, • Consistently demonstrated ambition, drive, and grit, • Expert, current knowledge of investment products and services across personal finance, • Ability to convey financial advice with empathy, understanding, humility, and confidence, • Passion for building a better personal finance experience, • Series 65 or equivalent; clean U4, • Existing transferable Client Base PREFERRED QUALIFICATIONS • CFA or CFP certification Transitions: Our client makes bringing over your existing client base a seamless experience. Theyll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, theyll hold your hand every step of the way to ensure a smooth transition for your practice and your clients. Compensation: Their compensation plan is designed to attract and reward the best with top-of-the-industry payouts and equity. This opportunity is fully remote within the United States.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development At Northwestern Mutual - The Big Apple, we have a long-standing history of helping individuals and families across the greater New York area achieve their financial dreamswhether its sending children to college, purchasing homes, planning for retirement, or securing their financial future. Our reputation for providing comprehensive financial solutions and exceptional service has earned the trust of New Yorkers, and we continue to be a reliable partner in their financial journeys. Joining our team means becoming part of a legacy of successwhere you will have the resources, guidance, and freedom to create your own path to success. You'll not only be working in one of the most dynamic and vibrant cities in the world, but youll also be joining a company thats been recognized for its financial stability and leadership in the industry. With our top-tier support system, expert mentoring, and access to cutting-edge technology, youll have everything you need to grow your business and make a lasting impact on your clients lives. Our thriving office is located: 300 Madison St. New York NY 10017 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Milan Suri - Managing Director • How long with NM? Joined Northwestern Mutual 5 years ago, bringing over 15 years of experience in the industry., • Prior Experience? Spent time working at Credit Suisse and UBS, became a business owner and entrepreneur. He also worked at other financial institutions before choosing Northwestern Mutual as his home. A proud Georgetown graduate., • Passionate About? Indian American heritage, avid tennis player, devoted husband, and a dedicated family man.Tom Samar - Managing Director and Certified Financial Planner, • How long at NM? Started in 2015., • Prior Experience? College intern out of Buffalo, NY; graduated from Binghamton University; played two years of college baseball; moved to NYC in 2017., • Passionate About? A dedicated Bills and Yankees fan, avid golfer, travel enthusiast, and fluent in sign language, having grown up with a deaf sibling.Theresa Calabrese - Managing Director and Certified Coach, • How long at NM? Joined Northwestern Mutual in 2008., • Prior Experience? Graduated from Fordham University and started with Northwestern Mutual right out of college. Began as a certified coach, guiding financial advisors, before transitioning to a financial advisor and leadership role. Made history as the first female Managing Director in the NYC territory for Northwestern Mutual. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is strongly preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Milan Suri is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description At Ferragamo, we're more than just building a Brand We are re redefining luxury fashion. Committed to evolving and innovating sustainably, we bring a unique blend of elegance and modernity that has always defined us. with the unique blend of elegance and contemporary that have always defined us. We make our clients feel energized, surprised, and valued. All with an unwavering passion for Italian craftsmanship. And you’re more than just joining a Team. We are proud of our inspiring and engaging spirit. In each of our stores around the world, you will find passionate, positive, and empathetic colleagues creating lasting impressions for life. Together, we drive excellence and innovation, while taking responsibility for our decisions. We win together with Passion. Thinking and succeeding as one team. Let’s Evolve Iconic and create the next exciting chapter About Us: Founded in 1927 by Salvatore Ferragamo, the Group is a key player in the global luxury industry, known for its expert craftsmanship and exquisite range of shoes, leather goods, apparel, silk products and accessories. Our dynamic team, consisting of approximately 3,800 committed professionals, is based across our Florence Headquarters and regional offices around the world and also extends to around 400 directly operated stores throughout Europe, the Americas and Asia. Our creations are more than just unique and exclusive – they embody the heritage and savoir-faire that are the hallmarks of our Brand. Ferragamo is certified as a Great Place to Work (learn more about the certification here). The part you will play We are currently looking for a Client Advisor for our Flagship Location The Client Advisor provides excellent and specialized customer service by creating emotionally enriched relationships with clients; developing and nurturing meaningful and loyal client relationships thorough personal connections and CRM initiatives; manages and drives sales by understanding client desires and creating a hand-crafted experience for the client to achieve the best sales performance. The Responsibilities Inclusive Leadership • Actively promotes a positive work environment through teamwork and collaboration., • Transform each client experience into magical moments by creating a hand-crafted experience, and engage in the selling ceremony that makes the client feel confident and energized., • Cultivate a long-term authentic bond with clients by making them feel the experience is truly about them., • Play an active role on the selling floor, and take action to ensure a memorable client experience, putting the client at the center of every decision. Demonstrate expert styling and brand knowledge., • Promote cross selling to increase UPT sales metrics., • Thinking innovatively about how we can improve and generate new ways of creating tangible value and magic for the client., • Sales—in person, telephone, email, etc.—which includes having the physical ability to wait on customers and fit them properly with shoes., • Clearly understand company set KPI’s and exhibits the ability to identify strategies to enhance performance standards., • Takes an aggregate approach to identify and recommend merchandise across all channels What you'll bring Qualifications • Caring, authentic trusted client advisor: an intuitive sales associate with a passion for style., • Acting and thinking first of the client and their experience, you have an in-depth knowledge of the desires, needs and expectations of luxury clients., • A powerful communicator, handling clients with personal care and empathy and putting the client at the center of every decision., • Being a master of storytelling and the art of asking engaging questions., • Courageous with ideas and innovative in your approach, always ready to grow and learn., • Computer knowledge to track inventory., • Proficient English language skills; knowledge of second language preferred., • Previous retail sales experience preferred, luxury retail experience a plus., • Strong interpersonal and communication skills; ability to read, write, and interpret instructional documents. Ability to effectively communicate with customers, peers, and management. Ability to communicate on the telephone with proper etiquette, • This position involves constant moving, talking, hearing, reaching, grabbing, carrying and standing for extended period of time., • May occasionally involve stooping, sitting, kneeling, crouching, and climbing step stools., • Regular and reliable attendance, normally 5-days a week, • Full time schedule (37.5 hours); Part-time schedule (20-29 hours per week, • Required to work a variety of hours, which may include mornings, evenings, and weekends, based on store needs. OUR DEI COMMITMENT TO YOU At Ferragamo, you can play your part and express your uniqueness. We are committed to building a diverse workplace in which inclusivity is valued in all its forms – gender, age, disability, race, ethnicity, nationality, culture, religious beliefs, and sexual orientation. Equal Employment Opportunity Statement Ferragamo USA Inc. and its subsidiaries is an Equal Employment Opportunity employer and provides equal opportunities to all employees and applicants without regard to an individual’s age, race, creed, color, religion, national origin, sex (including pregnancy) or sexual orientation, gender expression, military status, marital status, genetic predisposition or carrier status, disability, or membership in any other protected class under applicable law. Disability Accommodation Ferragamo is committed to providing reasonable accommodation to applicants and employees with disabilities. Please tell us if you require reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. Vaccination Requirements Ferragamo USA Inc. d/b/a Salvatore Ferragamo is committed to maintaining a safe and healthy work environment for all our employees. As part of our ongoing efforts to prioritize the well-being of our staff and customers, we strongly encourage all staff to remain current with CDC-recommended vaccinations.

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.

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities As a member of the Retail Banking Team, the Mortgage Loan Consultant originates mortgage loans to meet individual and department production goals. Loans must be originated in accordance with bank policies and investor and regulatory guidelines, with an emphasis on delivering superior customer service. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources to develop new mortgage business. • Grow Your Pipeline – Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources., • Close More Deals – Identify customer needs through a formal consultative process, present tailored mortgage solutions, and guide clients through the loan process from application to closing., • Be the Go-To Expert – Educate customers on loan programs, underwriting guidelines, and market trends while ensuring compliance with regulatory policies., • Deliver White-Glove Service – Conduct personalized consultations, either in-office or at convenient locations, to ensure a seamless borrowing experience., • Maximize Cross-Selling Opportunities – Expand relationships by referring clients to other banking services, including deposit accounts, business banking, insurance, and wealth management., • Own the Loan Process – Oversee the loan application lifecycle, coordinating with underwriting, processing, and closing teams to ensure timely funding., • Stay Ahead of the Market – Keep informed of industry trends, local market conditions, and regulatory updates to position yourself as a trusted mortgage advisor., • Make an Impact – Represent the bank at local business and community events, delivering exceptional value and building brand awareness., • Drive Compliance & Excellence – Maintain full compliance with federal and state mortgage regulations while upholding the highest standards of professional ethics., • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion., • Cooperate with other members of department to achieve department goals, • Cooperate with employees of other departments to provide quality service, solve problems and achieve bank goals Qualifications Education, Training and Requirements: • An Associate's degree or equivalent preferred. High School Diploma or GED required., • Specialized Banking and lending education and training., • A Winning Mindset – Proven sales experience with a drive to exceed goals and a passion for helping clients understand the value of working with you., • A Sales-First Approach – Strong relationship-building skills and the ability to generate referrals and new business opportunities., • Financial Knowledge – An understanding of mortgage products, underwriting guidelines, and regulatory requirements., • Technology & Communication Skills – Proficiency in mortgage software, CRM systems, and strong verbal/written communication abilities., • Education & Licensing – An Associate's degree (or equivalent experience), specialized banking/lending training, and active NMLS registration under The SAFE Act., • A Commitment to Growth – Willingness to embrace and share new ideas and different perspectives that enhance personal growth and success while participating in ongoing sales coaching and mentorship., • 3+ years of experience in a professional sales environment in financial services normally required.

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $50,000 - $75,000 at plan earnings Responsibilities: • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Developing relationships with clients (both existing and prospective), • Gathering client information and using that information to build robust financial plans, • Helping clients prepare for their retirement, • Preparing and reviewing investment portfolio recommendationsQualifications:, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed You: • Are a self-starter, • Have an entrepreneurial mindset, • Are a customer service champion, • Are an engaging and compelling communicator and negotiator, • Are a problem solver, • Are a Lifelong student seeking continued education and professional development, • Are a critical thinker, • Have prior sales experience and/or enjoy networking and seeking new clients, • Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent We: • Provide a framework to help you attain all licensing and education needed to progress through the career, • Support your learning through joint work and a team environment, • Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry, • Provide a roadmap for your success with our experienced team of leaders Learn more about this exciting opportunity. The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents, and may be eligible for paid leave. About Company Prudential Advisors is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. Prudential Advisors is an Employer that participates in E-Verify.

Job Description What does a great Client Success Manager do? An InvestCloud Client Success Manager is responsible for maintaining deep customer relationships to drive account revenue retention and growth. By collaborating with internal partners, the Client Success Manager delivers exceptional service and a valuable solution. This position sits within our APL business unit, and will manage and defend a book of business aligned by customer segment within a geography. The CSM will be accountable for the commercial close of all deals and retention of existing business. The Client Success Manager will also open larger solution opportunities and introduce Sales and Customer Success Managers. Responsibilities • Make the Client Happy, • Driving Relationship Governance to ensure that we’re making the client(s) happy at a personal level, • Connect with business sponsor on weekly basis while in delivery (monthly if not in delivery), • Maintain relationship powermap. If change in sponsors, build relationship with new sponsors, • Identify personal win for client and Drive alignment between InvestCloud and personal win, • Driving Executive Governance – Enforce executive governance on a monthly basis (quarterly if not in delivery) to ensure that Investcloud and the client are aligned on the status of the relationship and have an opportunity to drive resolution where necessary. Schedule a prep, Ensure the right people are in the room from the client and from InvestCloud, issue meeting minutes, • Build and long-term trusted advisor relationship within their accounts at C-Suite and E-Suite levels. Identify personal win for client and Drive alignment between InvestCloud and personal win, • Drive collection of NPS and, • Drive Operational and Service Excellence, • Ensure Alignment to Business Objectives: Understand the client’s business objective, ensure that the business objectives are being met (e.g. ensure that business kpi’s are being met), • Manage Closure of Open Issues: Understand open issues and work with appropriate teams to drive closure, • Escalate Timely and Effectively: Escalate outstanding issues to senior management, the appropriate escalation path, amber flag, red flag, • Ensure SLA’s are In-Line: Being aware when SLA’s are breached, escalating through the appropriate internal and external channels, • Do a weekly ticket review and work with the platform success team to drive ticket resolution, • Defend Revenue, • Manage Renewals: Manage the renewal process (timing, initiation, annual CPI increase, floor and incremental fees, liability clauses, interacting with legal, the art of negotiation) to drive new value to client and maximum ARR for InvestCloud, • Manage Account receivables: Ensure clients are paying and account receivables are current to drive optimal cash flow for InvestCloud, • Monitor usage of current platform and take action to drive and grow usage, • Grow Revenue, • Maintain solid understanding of InvestCloud propositions to initiate conversations and raise interest., • Drive growth by expanding InvestCloud footprint within accounts.in terms or client relationships and in terms of product, • Maintain and Executing Against Account Plan: Develop, maintain, and execute on account plan, • Identify Upsell Opportunities: identify growth opportunities and collaborate with Sales to upsell/cross sell into the Accounts, • Maintain white space on client Basic Qualifications for Consideration: • BA/BS degree required, MBA a plus, • 10+ years of financial services experience preferably within the customer segments of Wealth & Asset Management, • Proven account management experience in a customer facing environment required, • Strong understanding of customers and their business model and workflows, • Demonstrated selling skills (identity, develop and articulate a complex proposition/consultative selling), • Strategic thinker, • Strong negotiation skills, • Experience using analysis, reporting, modeling, and forecasting to gather data for the purpose of making business decisions About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity, • Excellence The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $165,000 - $180,000 #LI-BH1 #LI-BH1

Job DescriptionSalary: $100,000 Senior Account Director Location: Remote in the US Contract Type: Full-Time Salary: $100,000 + Uncapped and Generous Commission to Reward Performance We are Net Natives. Our Vision: As a creative advertising agency dedicated to supporting higher education our vision is that we create opportunity by connecting our partners with every potential student. Our Mission: To set the standard for student marketing excellence, fuelling growth across the full student lifecycle. We do this by connecting the performance of our award winning creative advertising into CRMs through our AI powered data platform*, Akero. (*and yes, everyone says that they are AI powered, but we did win our first AI innovation award for our proprietary software back in 2020 - 2 years before ChatGPT was launched!) Our Values: Accountable, Brave & Curious What do we do? Net Natives connects students with higher education institutions using data, technology and creativity. With teams in the UK and US, weve built a revolutionary AI platform, Akero, that predicts and automates student advertising. Our campaign planning blends creative excellence with strategic precision to win attention, build connections and drive action. We dont just build careers, we build a people-first culture. From well-being to personal development, we create an environment where everyone is heard, respected, and empowered to thrive. Join us and become part of a community thats innovative, collaborative and relentlessly curious. About the Role Senior Account Director This is a senior role that blends strategy, leadership, and execution. You'll need deep experience in higher education marketing, a strong personal network, and the confidence to lead commercial conversations with university executives across enrollment, marketing, admissions, and fundraising. As Senior Account Director, you will play a pivotal role in Net Natives' growth by: Youll Live Our Values: Be Accountable Own your work and take pride in the results. Be Brave Test, challenge and innovate without fear. Be Curious Keep learning, keep evolving, and stay ahead of the curve. Key Responsibilities New Business Development • Identify, target and win new clients aligned with Net Natives goals., • Leverage your network to connect with VP-level decision-makers across higher ed., • Build tailored proposals and deliver compelling pitches., • Lead commercial strategy across existing client accounts., • Identify upsell and cross-sell opportunities across departments and service lines., • Drive growth across advertising, creative, research, CRO and measurement services., • Serve as a trusted advisor to senior client stakeholders (VPs, Deans, CMOs)., • Collaborate with strategy and delivery teams to align on growth opportunities., • Represent Net Natives at higher ed conferences and leadership forums., • Contribute to webinars, panels, and thought leadership content., • Maintain awareness of sector trends, competitor activity, and funding shifts. About You What Were Looking For Youre strategic, driven, and deeply connected to the higher education sector. You bring energy, initiative, and high standards to every interaction. Youre ready to lead, mentor and grow in a high-performing environment where results matter. Essential Experience • 7+ years in commercial or revenue-generating roles in higher education, • Either a proven track record of acquiring new clients and managing large accounts or in leading Marketing & Admissions or Fundraising teams in Higher Education, • Experience working with or selling to senior university leadership (VPs of Enrollment, CMOs, Deans)., • Deep understanding of enrollment funnels, higher ed marketing challenges and performance metrics., • Strong personal network in the U.S. higher ed space., • Familiarity with Hubspot or other CRMs., • Exposure to creative strategy, marketing automation or market research., • Experience managing marketing ROI and institutional budgeting. Your Experience / Background / Previous Roles May Include: • Commercial Director / Business Development Director (agency-side or EdTech), • Account Director / Group Account Director (in a higher education marketing agency), • Director of Marketing / Enrollment Management (university-side), • Strategic Partnerships Manager / Enterprise Sales Executive (EdTech, SaaS, or MarTech) Whats On Offer We believe people do their best work when they feel trusted, supported, and valued. Heres how we show it: • Work from Anywhere in the U.S. • Whether its a cabin in the woods or a city high-rise, our remote-first culture means you can work from wherever youre happiest and most productive. • Generous Paid Time Off • Enjoy up to 20 days of annual leave, including time off between Christmas and New Year to fully recharge. • All Federal Holidays Off - We recognize all 11 U.S. federal holidaysno need to use your PTO., • Celebrate Your Birthday, Your Way - Enjoy a paid day off on your birthday to do something just for you., • Extra Time, When You Need It - You can purchase up to 10 additional days off per year, with the cost spread across your salary for maximum flexibility., • Give Back on Company Time - Take two paid days per year to support charity or volunteer work, • Comprehensive Health Coverage - Access medical, dental, and vision plans, along with a range of optional insurance benefits via our U.S. provider (availability may vary by state), • Maternity Leave: 12 weeks of fully paid leave, • Paternity Leave: 3 weeks of fully paid leave, • Wellbeing Comes First - Mental health resources and general wellness support whenever you need it., • 401(k) with Employer Match - After six months, you can opt into our 401(k) plan with a 4% employer match., • Weve Got You Covered When Youre Sick - If you're unwell, well make sure you can rest and recover without worry with enhanced paid sick leave., • A Culture That Celebrates You - Be brave. Be yourself. Do your best work. We create space for our team to thrive with trust, inclusion, and support at every step. Diversity and Inclusion at Net Natives Were an equal opportunities employer and a disability confident employer. We are committed to building a diverse, inclusive workforce where everyone can thrive. We want every Native to be brave in their expression and belief in themselves. Ready to shape the future of higher education marketing? Apply now and bring your brilliance to where it matters most. remote work

Job DescriptionAbout LILT AI is changing how the world communicates — and LILT is leading that transformation. We're on a mission to make the world's information accessible to everyone, regardless of the language they speak. We use cutting-edge AI, machine translation, and human-in-the-loop expertise to translate content faster, more accurately, and more cost-effectively without compromising on brand, voice, or quality. At LILT, we empower our teammates with leading tools, global collaboration, and growth opportunities to do their best work. Our company virtues—Work together, win together; Find a way or make one; Quicker than they expect; Quality is Job 1—guide everything we do. We are trusted by Intel Corporation, Canva, the United States Department of Defense, the United States Air Force, ASICS, and hundreds of global Enterprises. Backed by Sequoia, Intel Capital, and Redpoint, we’re building a category-defining company in a $50B+ global translation market being redefined by AI. The Customer Success Team at LILT The Customer Success team at LILT is dedicated to ensuring the success and satisfaction of our diverse range of clients utilizing our language services SaaS platform and services. Our team serves as trusted advisors to maximize customer value from our platform. We proactively engage with clients to understand their unique needs, provide workflow consultations, and identify opportunities for expansion and growth. By fostering strong relationships and advocating for clients' interests within the organization, we drive customer retention and foster long-term partnerships. Through continuous education, support, and collaboration, we empower our clients to achieve their global communication goals. Get the best of both worlds at LILT! Dive into dynamic in-office energy 2 days a week, sparking creativity and forging bonds with your awesome team. Then, seamlessly shift gears and crush your to-do list from the comfort of your home base for the rest of the week. It's the perfect harmony of productivity and personal freedom. Want a peek inside? Visit our Careers page! Where You’ll Work This position can be based out of our Indianapolis, IN office and will be expected to work in the office in a hybrid capacity. Additional locations include the Washington D.C., New York City, and Boston metropolitan areas where you will start as fully remote and then transition to hybrid once offices are opened in those locations. Authorization to work in the U.S. is a precondition of employment. What You’ll Do As a Customer Success Manager, you will be responsible for ensuring the success and satisfaction of our Mid Market customers. You will serve as the primary point of contact for these customers, building and nurturing strong relationships, providing strategic guidance, and serving as a trusted advisor on product/service usage and best practices. This role is instrumental in driving customer retention and growth, as well as advocating for customers within the organization. Key Responsibilities: * Serve as the primary Customer DRI (Directly Responsible Individual) for accounts, owning the end-to-end customer experience and ensuring their success with our platform and services. * Develop and maintain strong, long-lasting relationships with key stakeholders within customer organizations, serving as a trusted advisor on product usage, best practices, and industry trends. * Conduct regular calls and Quarterly Business Reviews (QBRs) to review account health, discuss strategic initiatives, and identify opportunities for expansion and growth. * Proactively identify and pursue opportunities for upselling and cross-selling additional services or features. * Collaborate closely with Account Executives to align on customer strategy, drive mutual success, and maximize revenue potential. * Monitor customer health and engagement metrics, proactively addressing any issues or concerns and driving initiatives to improve customer satisfaction and retention. * Act as the voice of the customer within the organization, gathering feedback, advocating for product enhancements, and ensuring customer needs are addressed. * Collaborate with Marketing to develop customer stories, gather testimonials, and contribute to case studies and other marketing materials. Skills and Experience: * REQUIRED: experience in the translation and localization/language services industry. * Bachelor's degree in Business Administration, Marketing, or related field. * 5+ years of experience in customer success, account management, or related roles, preferably in SaaS or language services industry. * Proven track record of successfully managing customer accounts and driving customer satisfaction, retention, and growth. * Excellent communication and interpersonal skills, with the ability to build strong relationships and effectively communicate with stakeholders at all levels. * Empathy and customer-centric mindset, with a genuine desire to understand and meet the needs of customers. * Strong problem-solving abilities and strategic thinking skills, with a focus on driving results and delivering value to customers. * Time management and organizational skills, with the ability to prioritize tasks, manage multiple projects simultaneously, and meet deadlines in a fast-paced environment. * Collaboration and teamwork skills, with the ability to work effectively across cross-functional teams to drive customer success initiatives. * Adaptability and flexibility, with the ability to quickly adapt to changing priorities, customer requirements, and business needs. * Experience in conducting QBRs, delivering presentations, and leading customer meetings. Benefits: * Compensation: At market salary with the opportunity to earn on-target earnings (OTE), meaningful equity, 401(k) matching, and flexible time off plus company holidays * Medical Benefits: Employees receive coverage of medical, dental, and vision insurance, plus FSA/DFSA, HSA, and Commuter benefits. In addition, LILT pays for basic life insurance, short-term disability, and long-term disability * Paid parental leave is provided after 6 months. * Monthly lifestyle benefit stipend via the Fringe platform to allow employees to customize benefits to their lifestyle Our Story Our founders, Spence and John met at Google working on Google Translate. As researchers at Stanford and Berkeley, they both worked on language technology to make information accessible to everyone. While together at Google, they were amazed to learn that Google Translate wasn’t used for enterprise products and services inside the company.The quality just wasn’t there. So they set out to build something better. LILT was born. LILT has been a machine learning company since its founding in 2015. At the time, machine translation didn’t meet the quality standard for enterprise translations, so LILT assembled a cutting-edge research team tasked with closing that gap. While meeting customer demand for translation services, LILT has prioritized investments in Large Language Models, human-in-the-loop systems, and now agentic AI. With AI innovation accelerating and enterprise demand growing, the next phase of LILT’s journey is just beginning. Our Tech What sets our platform apart: * Brand-aware AI that learns your voice, tone, and terminology to ensure every translation is accurate and consistent * Agentic AI workflows that automate the entire translation process from content ingestion to quality review to publishing * 100+ native integrations with systems like Adobe Experience Manager, Webflow, Salesforce, GitHub, and Google Drive to simplify content translation * Human-in-the-loop reviews via our global network of professional linguists, for high-impact content that requires expert review LILT in the News * Featured in The Software Report’s Top 100 Software Companies! * LILT makes it onto the Inc. 5000 List. * LILT’s continues to be an intellectual powerhouse, holding numerous patents that help power the most efficient and sophisticated AI and language models in the industry. * Check out all our news on our website. Information collected and processed as part of your application process, including any job applications you choose to submit, is subject to LILT's Privacy Policy at . At LILT, we are committed to a fair, inclusive, and transparent hiring process. As part of our recruitment efforts, we may use artificial intelligence (AI) and automated tools to assist in the evaluation of applications, including résumé screening, assessment scoring, and interview analysis. These tools are designed to support human decision-making and help us identify qualified candidates efficiently and objectively. All final hiring decisions are made by people. If you have any concerns, require accommodations, or would like to opt-out of the use of AI in our hiring process, please let us know at . LILT is an equal opportunity employer. We extend equal opportunity to all individuals without regard to an individual’s race, religion, color, national origin, ancestry, sex, sexual orientation, gender identity, age, physical or mental disability, medical condition, genetic characteristics, veteran or marital status, pregnancy, or any other classification protected by applicable local, state or federal laws. We are committed to the principles of fair employment and the elimination of all discriminatory practices. Compensation Range: $78.5K - $115.5K

Job DescriptionPosition Overview I am a local State Farm Insurance Agent looking to hire an outgoing and customer-focused individual who enjoys working with the public. Do you aspire to some day run your own business, be an advisor looked to in your community, and lead a team? As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience. This development and mentoring can lead you in the right direction to better prepare you for a potential career as a State Farm agent. As part of this opportunity, you will learn from an experienced agent, see what it's like to run a business and help grow an agency. Responsibilities • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services., • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification., • Use a customer-focused, needs-based review process to educate customers about insurance options.As an Agent Team Member, you will receive..., • Salary plus commission/bonus, • Health benefits, • 401K, • Paid time off (vacation and personal/sick days), • Valuable experience, • Growth potential/Opportunity for advancement in my agency

Job Description Who we are: For over 20 years, Global Relay has set the standard in enterprise information archiving with industry-leading cloud archiving, surveillance, eDiscovery, and analytics solutions. We securely capture and preserve the communications data of the world's most highly regulated firms, giving them greater visibility and control over their information and ensuring compliance with stringent regulations. Though we offer competitive compensation and benefits and all the other perks one would expect from an established company, we are not your typical technology company. Global Relay is a career-building company. A place for big ideas. New challenges. Groundbreaking innovation. It's a place where you can genuinely make an impact – and be recognized for it. We believe great businesses thrive on diversity, inclusion, and the contributions of all employees. To that end, we recruit candidates from different backgrounds and foster a work environment that encourages employees to collaborate and learn from each other, completely free of barriers. Your role: The Customer Success Manager (CSM) works closely with Global Relay's existing small/mid-sized businesses (SMB) and encompasses ongoing account management, upselling, retention, and driving customer value and engagement. The CSM works closely with internal Global Relay teams to provide a single interface for customer inquiries. Your responsibilities: • Acts as a trusted advisor: CSMs build strong relationships with customers, understand their needs and goals, and provide strategic guidance to help them achieve success, • Drives value and growth: CSMs proactively identify opportunities for customers to get more out of the product or service, ultimately leading to increased revenue and retention, • Analyzes data and reports on metrics: CSMs track key performance indicators like net promoter score, customer lifetime value, customer usage, and retention, • Provides ongoing support: Answer customer questions, troubleshoot issues, and resolve problems in a timely and efficient manner., • Drives customer value: Provides solutions for customers, relevant information/benchmarking/analyses, • CSMs are involved in creating training materials and developing customer success playbooks every quarter, • Updates and maintains Salesforce CRM., • Understands and explains features and benefits of Global Relay services., • Identify and drive sales and upsell opportunities for existing customers., • Act as the main point of contact to establish strong customer relationships., • Contribute to customer success initiatives; participate in the development and implementation of customer success strategies and best practices., • Effectively works with cross-functional departments to resolve customer issues., • Degree or Diploma and/or 2+ years of account management or customer service experience, ideally in the information technology sector with an understanding of cloud solutions, • Demonstrates ability to assess customer needs and deliver appropriate solutions, • Professional business manner with the ability to comfortably interact with executive stakeholders, • Proven ability to effectively manage time, workload and shifting priorities in a fast-paced environment with a strong attention to detail, • Excellent verbal and written communications skills, • Experience negotiating contracts and renewals, • Previous direct experience with Salesforce or other CRM system is highly desirable, • Resourceful with strong problem-solving skills, • Enthusiastic, strong worth ethic and positive attitude Global Relay advertises the pay range for this role in compliance with applicable pay transparency laws. Individual pay rates are determined by evaluating factors such as expertise, skills, education, and professional background. The range below reflects the expected annual base salary, which is only one element of our comprehensive total rewards package designed to reflect our company pay philosophy, culture and values. We aim to foster an inspiring work environment and support employees' work-life rhythms. We provide a comprehensive health benefits program, including extended health coverage and short-term / long-term disability insurance. Employees receive annual allotted vacation days, which increase based on tenure. Other benefits include paid sick days, maternity/parental leave enhanced program, commuter benefits, corporate bonuses, and a 401(k)-retirement plan with company contribution matching. For employees based at our New York office, we provide additional perks and amenities to enhance your work experience including a subsidized meal program, courtesy of our in-house culinary team! Base salary range$60,000—$70,000 USD What you can expect: At Global Relay, there's no ceiling to what you can achieve. It's the land of opportunity for the energetic, the intelligent, the driven. You'll receive the mentoring, coaching, and support you need to reach your career goals. You'll be part of a culture that breeds creativity and rewards perseverance and hard work. And you'll be working alongside smart, talented individuals from diverse backgrounds, with complementary knowledge and skills. Global Relay is an equal-opportunity employer committed to diversity, equity, and inclusion. We seek to ensure reasonable adjustments, accommodations, and personal time are tailored to meet the unique needs of every individual. We understand flexible work arrangements are important, and we encourage that in our work culture. Whether it's flexibility around work hours, workstyle, or lifestyle, we want to ensure our employees have a healthy work/life balance. We support and value a hybrid work model that blends collaboration with the team in the office and focus time from the comfort of your home. To learn more about our business, culture, and community involvement, visit .

Job Description Imagine being a healthcare provider whose sole mission is to focus on delivering high-quality patient outcomes, but with the knowledge that you need to constantly document your compliance with key healthcare regulations along the way. Now imagine tasking someone with a limited compliance background to manage that, with looming risks of audits, breaches and fines hanging over your practice. Compliancy Group's vision is to deliver stress-relieving, tech-enabled services and software to the healthcare community that create stronger trust between patients and providers. We're on a mission to support small and midsized medical practices as they work to comply with critical, ongoing healthcare compliance requirements. We're looking for a Strategic Customer Success Manager who thrives in a high-impact role, loves building deep relationships with clients, and is motivated by helping customers succeed. You'll manage a small, high-value portfolio consisting of Compliancy Group's biggest and most strategically important customers, guiding executives and stakeholders through adoption, renewal, and growth, while collaborating closely with expansion sales reps and cross-functional teams to drive growth, harness the voice of the customer and resolve support and billing issues as they arise.. This is a remote role with opportunities to meet virtually or in-person for strategic business reviews, planning sessions, and team collaboration. Why You'll Love This Role: • You'll manage a small portfolio of high-value accounts, giving you the chance to build meaningful relationships and make a real difference in customer outcomes., • Your work will have a direct impact on gross retention and long-term customer success. In addition, as you'll be managing our highest potential accounts, your efforts will also drive meaningful growth for the business; your work product will be on center stage!, • You'll lead executive-level conversations, QBRs, and strategic initiatives that shape customer outcomes., • You'll collaborate with a supportive team across Sales, Product, and Support, advocating for customers and influencing product and service direction., • You'll have autonomy to drive account strategies and the visibility to see the direct results of your efforts.Qualifications:, • 5+ years of Customer Success, Account Management, or related client-facing experience, ideally managing high-value or enterprise accounts., • Proven ability to drive retention, adoption, and long-term customer success., • Experience leading executive-level conversations, business reviews/QBRs, and complex client presentations., • Strong business acumen and ability to align solutions to customer objectives. Strong plus to a candidate that has either worked in the healthcare space (healthcare providers rather than surrounding verticals) or is familiar with spanning efforts across diverse, cross-functional teams and needs., • Excellent communication, relationship-building, and influencing skills across multiple organizational levels., • Comfortable collaborating across teams, including Sales, Product, and Support., • Experience with SaaS or subscription-based business models preferred., • Bachelor's degree or equivalent professional experience.Responsibilities:, • Serve as a trusted advisor to a small portfolio of high-value accounts, driving long-term success., • Own gross retention and renewal outcomes, proactively identifying and mitigating risk., • Monitor account health, product adoption, and usage to ensure optimal customer results., • Lead executive business reviews (QBRs), sharing insights, value realized, and strategic recommendations., • Coach clients on best practices, guiding them to maximize adoption and impact., • Develop and execute strategic account plans aligned with customer goals and company solutions., • Collaborate with expansion sales team members on growth opportunities, without direct quota responsibility., • Advocate for customer needs internally and provide feedback to Product, Marketing, and Support teams.What CG Can Offer You:, • Opportunity to make a direct, measurable impact on high-value clients and the business as a whole., • Competitive base salary plus performance-based bonus tied to gross retention and account success., • Extensive training and professional development to help you grow your career., • Comprehensive benefits (medical, dental, eyecare, 401K with company match, generous PTO, and more!)., • A collaborative and transparent company culture that values customer impact, strategic thinking, and professional growth. Salary: $85,000-$90,000/year Location: Remote, USA PLEASE READ: Our team has recently been notified of a phishing scam targeting candidates applying for Compliancy Group's open roles, where scammers have been posing as recruiters in an effort to access candidates' personal information. Please note that any communication from our hiring teams will be sent from a @compliancygroup.com email address and we will only respond to applications submitted through appropriate channels. Equal Employment Opportunity is a fundamental principle at Compliancy Group, where employment is based upon personal capabilities and qualifications without discrimination based on race, color, religion, sex, age, national origin, disability, sexual orientation, or any other protected characteristic as established by law. Job Type: Full-time, Remote

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. Spring Health is looking for a Member Engagement Strategy Manager to join our fast-growing Member Marketing team at Spring Health. In this role, you will be responsible for unlocking access, activation, and utilization amongst our most strategic customers by bringing a consultative, data-driven, and highly personalized approach to customer marketing. You will serve as the strategic marketing voice for key enterprise accounts, developing and implementing marketing strategies that directly support member engagement and revenue goals. You will partner closely with Strategic Account Managers, Customer Marketing, Lifecycle Marketing, Finance, and other cross-functional stakeholders to deliver tailored population-level strategies that scale effectively across our portfolio. The ideal candidate thrives in a fast-paced, outcomes-oriented environment and has a passion for connecting people to mental health care through thoughtful, effective marketing. This is a full time position based in New York and reporting to the Head of Member Growth. What you'll do: • Partner with Strategic Account Managers and other stakeholders to co-own member marketing outcomes for Spring Health's most high-impact customers., • Develop and deliver personalized, data-informed member marketing playbooks that reflect each customer's unique population needs, benefits ecosystem, and business goals., • Translate complex engagement data into clear, actionable insights for customers, helping them understand what's working, where improvements are needed, and why specific tactics will drive results., • Lead implementation marketing strategy for strategic customer launches—ensuring timely, effective go-to-market execution and driving early enrollment and activation., • Build strategic remediation plans for customers falling short of enrollment or utilization targets; identify root causes and define tactical solutions to get back on track., • Work closely with Core Customer Marketing and Lifecycle Marketing to ensure personalized strategies are scalable and executable across teams., • Act as a trusted marketing advisor to customers, educating them on best practices and advocating for strategies that align to shared success metrics., • Track, report, present, and program manage performance metrics with clarity and consistency, reinforcing the value of Spring Health's marketing approach to both internal and external stakeholders., • Strategic customers meet or exceed member enrollment, activation, and utilization targets within the first 6 months post-launch., • You consistently deliver curated marketing strategies that align with each customer's goals and population needs, and are recognized by stakeholders for driving measurable impact., • Scalable processes and playbooks are developed and adopted across Core and Lifecycle Marketing teams., • Cross-functional teams, including Strategic Account Managers and Customer Success, view you as a trusted partner and advisor., • Proactive identification and resolution of performance gaps leads to successful remediation of at-risk accounts., • 6+ years of experience in B2B2C or customer marketing, ideally in healthcare, benefits, or a mission-driven, high-growth environment, • Proven success creating and executing marketing strategies that drive measurable outcomes (e.g. activation, engagement, revenue) for large enterprise accounts., • Strong storytelling and communication skills; ability to present data-driven insights in a compelling, customer-centric way., • Deep empathy for customer and member needs, with a track record of developing nuanced, tailored strategies that consider complex population dynamics., • Highly collaborative and comfortable working cross-functionally with account teams, marketers, and product leaders., • Self-starter with a strong sense of ownership, attention to detail, and ability to navigate ambiguity., • Passionate about mental health and driven by mission-oriented work., • 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 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 Strategic Customer Success Manager to join our team to manage Spring Health's largest health plan customers. This is a full-time remote position on our team, reporting to the Director, Payer Success. What you'll be doing: • Serve as relationship owner, product expert, and mental health advocate for a book of business made up of Spring Health's largest health plan customers, • Develop and maintain positive working relationships with health plan leaders as a trusted advisor, • Quickly secure strong alliance with core internal partners across product, clinical, data science, operations, legal/compliance, and finance to advocate for health plan customers, • Closely monitor performance metrics to ensure Spring Health follows through on all contractual commitments and service delivery, • Consistently demonstrate Spring Health's value proposition and link to customer's defined success criteria and collective goals, • Own the customer lifecycle overseeing implementation, contract upsells, and renewal strategy. This will include:, • Timely action plans, • Engagement campaign ideation, strategy & execution, • Ongoing reporting and insights to deliver data-driven recommendations, • Business review creation and presentation to senior health plan executives and business leaders, • Deliver key customer feedback and spearhead projects cross-functionally to drive process improvements, • Provide sales support and sales enablement as needed, • Drive variable revenue through targeted member engagement strategies, • Bachelor's degree or higher preferred, • A deep passion to transform the U.S. healthcare system, especially mental health, • 10+ years of experience in account management/sales/customer success/healthcare management, • Experience managing health plan relationships is highly preferred, • Outstanding communication skills with a thoughtful and collaborative approach, • High integrity, organizational skills, and attention to detail, • Ability to thrive in a fast-paced and high-pressure environment, • Desire to question, probe, and/or challenge partners in order to ensure their ultimate needs are met, • Proven track record of portfolio retention and growth, • Ability to reconcile data from multiple sources to continually drive value Customer Retention and Renewal Rate: High retention and renewal rates, aiming to meet or exceed contractual renewal rates.Customer Satisfaction and Engagement Score: A high customer satisfaction score, ideally improving or maintaining scores over time.Revenue Growth and Upsell Rate: Meet or exceed upsell and expansion goals set by the company. What we'd love to see: • Experience driving strategic initiatives forward and comfort operating in ambiguity where there is no defined playbook for success, • Demonstrated ability developing best in class relationships, effectively scaling new product offerings with health plans, • Proficient knowledge of complexities and challenges in US healthcare, • 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 If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life – and that of everyone you touch. As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Who we are: Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business. With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc. You will build upon your natural abilities to connect with, educate and guide others, while honoring the values we share with you: • The Lenox brand represents a caring, creative, and passionate family of professionals. It’s important that your values align to ours – trust, teamwork and accountability., • Make an impact on people’s lives, and the communities you care for by providing paths to financial stability and peace of mind, • Follow a well-defined career path that integrates education with mentorship and teaming opportunities, • Transparency, honesty, and clarity as the fundamental ingredients of partnership, • A culture of innovation that embraces growth and the changes that come with it, • Flexibility to design the life you want, backed by the security of a large, established company like ours How will you build your practice? You will… • Establish networks and cultivate referrals, • Develop and maintain long-term relationships with clients, • Provide financial solutions through fact gathering and needs analysis, • Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates Who do you need to be? • A strong relationship-builder who takes a client-first approach, • A proven networker and marketer (alt: “connector of people”), • A dedicated worker: independent, self-motivated and goal oriented

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 Welcome to the future of cloud networking and security! Cato Networks is the first company to converge enterprise networking and security into one centralized and global service that is delivered by cloud. It is led by networking and security pioneer Shlomo Kramer (Check Point, Imperva) and early investor (Palo Alto Networks, Exabeem, Trusteer and more). Cato's unique technology inspired a brand-new product category, later named "SASE" by Gartner and a market expected to reach $25 billion by 2027. This is your opportunity to get on the rocket ship and join a company that is building a cutting-edge enterprise network and secure cloud platform, and is on a fast track to becoming the worldwide market leader – don't miss it! As a Cato Customer Success Manager, you will be a trusted advisor to our top customers from deployment and throughout their journey to renewal. In this role you will inspire and support customer adoption and expansion and use your customer facing and technical acumen to lead our customers to success. Curiosity - you have a desire to truly understand our customers' business needs. Creativity - you can find a sustainable path to yes. Empathy - you connect at a human level with our customers and you genuinely care Responsibilities: • Responsible for the health of the assigned accounts and ensure our customers continue to stay and grow with us and realize the full value of their investment in our technology, • Develop meaningful relationships with key stakeholders within the customer as well as Cato's teams (Sales, Customer Success, R&D and Support Engineering), • 5+ year of experience ideally in a Customer Success or sales role at a high growth SaaS software or technology vendor, • Experience and Exposure working with networking or security software solutions, • Excellent customer communication and presentation skills (ability to clearly articulate to different audiences and bring the message across in a concise, professional and compelling manner), • Ability to effectively listen and truly understand the customer needs, even if they're not effectively articulated, and find sustainable solutions, • Ability to influence and persuade at all levels and gain a 'Trusted Advisor' status with key stakeholders, • Must be very well organized and able to work effectively in a nimble and fast-paced environment, • Effective problem solver, shows ownership and wants to see issues resolved, • Comfortable working within a geographically distributed team for a hyper-growth global organization, • Must be located within the Northeast United States, • Solid technology background, ideally hands-on prior experience on at least a few of the following domains:, • Routing (static, BGP, EIGRP, etc.), • Switching, • SD-WAN, • Firewalls, Proxy, • Secure Web Gateway/CASB/DLP, • Identity Management (SSO, SAML, LDAP, etc.), • Threat protection mechanisms (IPS, AM, etc.), • Load Balancing, • Networking protocol analysis (TCP, UDP, IP, ICMP, etc.) As an EEO/Affirmative Action Employer all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status. #LI-AL1

Job DescriptionPosition Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Work with the agent to establish and meet marketing goals., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.As an Agent Team Member, you will receive..., • Simple IRA, • Salary plus commission/bonus, • Health benefits, • Paid time off (vacation and personal/sick days), • Valuable experience, • Growth potential/Opportunity for advancement within my agencyRequirements, • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Successful track record of meeting sales goals/quotas preferred, • Excellent communication skills - written, verbal and listening, • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams, • Self-motivated, • Ability to make presentations to potential customers, • Achieve mutually agreed upon marketing goals, • Experience in marketing, • Knowledge of financial services products, • Ability to explain complex financial issues in understandable terms, • Property and Casualty license (must have currently), • Life and Health license (must be able to obtain), • Series 6 and 63 (must have currently), • Must be available to work the following schedule: M- F 9am-5pm. Looking for Securities Licensed Professional. Financial Services Advisor This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. Employees of State Farm agents must be able to successfully complete anyapplicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Strategic Thinking & Problem-Solving Corporate professionals are skilled at analyzing complex situations, making data-driven decisions, and developing strategiescritical abilities for helping clients build financial plans., • Client & Relationship Management Experience in corporate settings often involves working with clients, vendors, and stakeholders, which translates well into building and maintaining long-term relationships in financial services., • Performance & Goal Orientation Success in corporate roles requires setting and achieving goals, managing KPIs, and driving resultstraits that align perfectly with the performance-based nature of financial services., • How long with NM? Joined Northwestern Mutual 5 years ago, bringing over 15 years of experience in the industry., • Prior Experience? Spent time working at Credit Suisse and UBS, became a business owner and entrepreneur. He also worked at other financial institutions before choosing Northwestern Mutual as his home. A proud Georgetown graduate., • Passionate About? Indian American heritage, avid tennis player, devoted husband, and a dedicated family man.Tom Samar - Managing Director and Certified Financial Planner, • How long at NM? Started in 2015., • Prior Experience? College intern out of Buffalo, NY; graduated from Binghamton University; played two years of college baseball; moved to NYC in 2017., • Passionate About? A dedicated Bills and Yankees fan, avid golfer, travel enthusiast, and fluent in sign language, having grown up with a deaf sibling.Theresa Calabrese - Managing Director and Certified Coach, • How long at NM? Joined Northwestern Mutual in 2008., • Prior Experience? Graduated from Fordham University and started with Northwestern Mutual right out of college. Began as a certified coach, guiding financial advisors, before transitioning to a financial advisor and leadership role. Made history as the first female Managing Director in the NYC territory for Northwestern Mutual., • Passionate About? Being a mom and cherishing time with her 2-year-old daughter. Loves the outdoorswhether it's kayaking or camping. Avid reader who enjoys business books around leadership and romance novels.Position Perks:, • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognitionKey Responsibilities of a Financial Advisor:, • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Experience: Previous experience in financial services or insurance is not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).About Us: At Northwestern Mutual - The Big Apple, we are committed to helping clients achieve their financial goals and build lasting relationships. With a history of empowering individuals and families across New York, we provide comprehensive financial solutions and exceptional service. As part of our team, youll receive expert mentoring, access to cutting-edge resources, and the freedom to build your own successful business in one of the worlds most dynamic cities. Join us and make a lasting impact on your clients' financial futures. Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Milan Suri is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as an Insurance Agent with Northwestern Mutual - The Big Apple! Why Current and Former Athletes Can Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes thrive with us: • Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients., • Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career., • Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives., • Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity., • How long with NM? Joined Northwestern Mutual 5 years ago, bringing over 15 years of experience in the industry., • Prior Experience? Spent time working at Credit Suisse and UBS, became a business owner and entrepreneur. He also worked at other financial institutions before choosing Northwestern Mutual as his home. A proud Georgetown graduate., • Passionate About? Indian American heritage, avid tennis player, devoted husband, and a dedicated family man.Tom Samar - Managing Director and Certified Financial Planner, • How long at NM? Started in 2015., • Prior Experience? College intern out of Buffalo, NY; graduated from Binghamton University; played two years of college baseball; moved to NYC in 2017., • Passionate About? A dedicated Bills and Yankees fan, avid golfer, travel enthusiast, and fluent in sign language, having grown up with a deaf sibling.Theresa Calabrese - Managing Director and Certified Coach, • How long at NM? Joined Northwestern Mutual in 2008., • Prior Experience? Graduated from Fordham University and started with Northwestern Mutual right out of college. Began as a certified coach, guiding financial advisors, before transitioning to a financial advisor and leadership role. Made history as the first female Managing Director in the NYC territory for Northwestern Mutual., • Passionate About? Being a mom and cherishing time with her 2-year-old daughter. Loves the outdoorswhether it's kayaking or camping. Avid reader who enjoys business books around leadership and romance novels.Key Responsibilities: As an Insurance Agent, you will work directly with clients to understand their financial protection needs and provide personalized solutions through life, disability, and other insurance products. Your role will focus on helping individuals and families build financial security by designing and implementing tailored risk management strategies. You will regularly review and update client insurance plans to reflect life changes and evolving goals, ensuring their continued protection. This position may also offer a pathway toward becoming a Financial Advisor, once additional state insurance and FINRA securities licenses are obtained. Career advancement support and training may be provided to help you grow into a broader financial planning capacity over time. You will be expected to build a strong client base through referrals, community involvement, and professional networking. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Milan Suri is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Job Title: Financial / Investment Advisor Location: Midtown Manhattan, NYC Company: Dominari Securities – A Fast-Growing Financial Services Firm About Us: Dominari Securities is an innovative and rapidly expanding financial services firm located in the heart of Midtown Manhattan. We specialize in wealth management, investment strategies, and comprehensive financial planning for individuals and businesses. With a client-centric approach and cutting-edge technology, we empower our team to make a real difference in the financial success of our clients. We are looking for a seasoned Financial / Investment Advisor with an established book of business to join our dynamic team and grow with us. Position Overview: We are seeking an experienced Financial / Investment Advisor with a proven track record and a book of business to join our rapidly growing firm. This is an exciting opportunity for an advisor who is eager to take their career to the next level, work with high-net-worth clients, and expand their client base within a supportive, forward-thinking environment. Key Responsibilities: • Client Relationship Management: Build, maintain, and deepen relationships with existing clients while identifying opportunities to expand your client base., • Financial Planning & Investment Strategy: Provide comprehensive financial planning services, including investment strategies, retirement planning, estate planning, and tax-efficient strategies., • Advisory Leadership: Serve as a trusted advisor, providing personalized advice based on clients' goals, risk tolerance, and financial objectives., • New Business Development: Actively prospect new clients, leveraging your existing network, firm resources, and new opportunities., • Collaboration: Work closely with our team of financial planners, analysts, and other professionals to deliver integrated financial solutions., • Stay Informed: Keep up to date on market trends, financial products, regulatory changes, and economic events that may impact client portfolios. Qualifications: • 5+ years of experience in financial advisory, wealth management, or investment management., • A proven book of business with the ability to bring in new clients and assets., • Comprehensive knowledge of financial planning, investment management, tax strategies, and estate planning., • Relevant licences (Series 7, Series 66, Series 63, Series 65, CFP, etc.)., • Strong communication, relationship-building, and presentation skills., • A passion for client service and delivering superior financial solutions., • Self-starter with the ability to thrive in a fast-paced, growth-oriented environment., • A team-oriented mindset with a focus on collaboration and achieving shared goals. Why Join Us: • Growth Opportunities: Be part of a fast-growing, entrepreneurial firm with ample room for professional development and career advancement., • Compensation: Competitive base salary with performance-based incentives, bonuses, and a generous benefits package., • Supportive Environment: Access to state-of-the-art tools, resources, and a collaborative team of experts to support your success., • Prime Location: Work from our centrally located office in the heart of Midtown Manhattan, offering easy access to all major business districts. How to Apply: If you are an experienced Financial Advisor with a passion for helping clients achieve financial success and a desire to grow with a cutting-edge financial services company, we would love to hear from you. Please submit your resume and a brief cover letter outlining your experience and why you're the right fit for this exciting opportunity. Dominari Securities is an equal opportunity employer and is committed to fostering a diverse and inclusive work environment.

Job DescriptionCompany Description Location: Newark, NJ market (onsite at client 4x a week) R25_0012748 #LI-Onsite Job Description NIQ is a leading organization specializing in retail analytics and merchandising solutions, helping clients build customer-centric strategies. The company delivers a comprehensive understanding of consumer buying behavior, revealing new pathways to growth. The Client Manager, Customer Insights, will be responsible for managing client relationships, delivering advanced analytics, and driving data-driven customer insights and merchandising strategies. Engaging with key stakeholders across our client’s organization, you will partner to solve key business problems. You will use NIQ’s products to provide insights in connection with your client’s planning and decision-making routines. This role involves working onsite in partnership with a strategic retail client to deliver customer insights and analytics for strategic decision-making. About You: You constantly seek to learn new things and lean into new capabilities. Change excites you. Curiosity, communication, and critical thinking drive your work. You make data applicable and interesting for your clients, and mold it into a story that flows, drives outcomes that have actionable results. You confidently drive winning outcomes that meet strategic client objectives. You are someone who values working on a diverse, inclusive team. Key Responsibilities: * Client Relationship Management: * Act as the primary contact for client merchandising counterparts * Build and maintain strong partnerships with clients and internal stakeholders * Serve as a trusted advisor, providing merchandising expertise and data-driven recommendations * Penetrate and establish enduring client relationships with senior decision makers by demonstrating ongoing value and integration into their business * Analytics and Insights: * Leverage NIQ’s proprietary market and customer insights solutions to deliver customer and merchandising insights * Utilize NIQ’s proprietary solutions to embed customer insights into our client’s merchandising routines and performance assessments * Troubleshoot data discrepancies and ensure accurate analysis * Drive continuous improvement and best practices for driving insights and recommendations that create value for our client * Merchandising Strategy: * Drive the integration of NIQ’s data and insights into our client’s category management processes * Support merchandising analytics in areas such as optimizing assortment decisions, assessing product launches, reviewing category change dynamics and diagnosing problem areas * Train your retailer counterparts on how to use NIQ’s data and solutions to execute merchandising decisions * Project Management: * Manage multiple priorities, deadlines, and projects * Execute the delivery of solutions with our client, ensuring timely outcomes and client satisfaction * Lead meetings and presentations with key stakeholders * Take accountability for delivering against client commitments * Innovation and Development: * Identify opportunities to develop new capabilities and approaches * Stay current with industry trends and educate clients on innovative merchandising practices * Contribute to the development of merchandising products/services and client service models * Identify opportunities to collaborate across teams and uncover sales opportunities with client Qualifications • Bachelor's degree in a relevant subject (Economics, Mathematics, Statistics, Science, Business), • 4-8 years of relevant experience in Retail, CPG, Merchandising, or Client Service, • Strong analytical and problem-solving skills, • Excellent communication and presentation skills, • Ability to work collaboratively and lead across multifunctional teams, • Experience with customer insights, category management, and consultative selling, • Strong project management skills with demonstrated strength in maintaining positive client relationships in complex situations and resolving client issues, • Strong sense of urgency and accountability to drive client outcomes Additional Information This role has a market-competitive salary with an anticipated base compensation of the following range: $76,500-$100,000. Actual salaries will vary depending on a candidate’s experience, qualifications, skills, and location. This role might also be eligible for a sales-based incentive or performance-based bonus. Other benefits include a flexible working environment, comprehensive health insurance, industry-leading parental leave, life insurance, education support, and more. Our Benefits • Flexible working environment, • Volunteer time off, • LinkedIn Learning NIQ is the world’s leading consumer intelligence company, delivering the most complete understanding of consumer buying behavior and revealing new pathways to growth. In 2023, NIQ combined with GfK, bringing together the two industry leaders with unparalleled global reach. With a holistic retail read and the most comprehensive consumer insights—delivered with advanced analytics through state-of-the-art platforms—NIQ delivers the Full View™. NIQ is an Advent International portfolio company with operations in 100+ markets, covering more than 90% of the world’s population. For more information, visit NIQ.com Want to keep up with our latest updates? Follow us on: LinkedIn | Instagram | Twitter | Facebook Our commitment to Diversity, Equity, and Inclusion At NIQ, we are steadfast in our commitment to fostering an inclusive workplace that mirrors the rich diversity of the communities and markets we serve. We believe that embracing a wide range of perspectives drives innovation and excellence. All employment decisions at NIQ are made without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable laws. We invite individuals who share our dedication to inclusivity and equity to join us in making a meaningful impact. To learn more about our ongoing efforts in diversity and inclusion, please visit the

Job Description Join a Different Kind of Investment Firm. At TSG Invest we redefine wealth management. We're not just another firm – we're pioneers, offering integrated solutions through our ecosystem. Build Your Practice, Your Way Unlike traditional firms, we empower you. Our platform combines an RIA, broker-dealer, insurance agency, and fund management division. This provides access to diverse solutions, from equities to sophisticated products and venture capital. The TSG Invest Advantage We empower professionals with entrepreneurial freedom. We view advisors as partners, not employees. This means autonomy to grow your business, backed by institutional-grade investments. You'll have support and the freedom to create customized client strategies, while sharing in the rewards. We invest in your growth, not just revenue. We provide the tools and backing you need to thrive, letting you control client relationships and business decisions. This partnership model has helped us lead industry transformation. For advisors seeking independence and strength, we offer the best of both worlds. We're seeking exceptional professionals: * Portfolio Managers crafting sophisticated strategies * Financial Advisors ready to elevate their practice * Private Placement Agents with established networks * Stockbrokers expanding their capabilities * Insurance Agents seeking broader wealth management * Placement Brokers with institutional expertise * Capital Raisers with proven track records Here, you'll find the independence to build your ideal practice, backed by institutional resources and a collaborative culture. If you're ready to advance your practice while building long-term equity, let's talk. Career Opportunities: Wealth Management Advisor As a Wealth Management Advisor with our RIA, you'll build your practice with purpose. We empower experienced professionals who value independence and support. Our advisors focus on client relationships, leveraging our platform. You'll have the flexibility to serve clients your way, crafting custom strategies or partnering with our portfolio management team. We prioritize advisor independence. We provide unrestricted access to diverse investments, including exclusive alternative assets, while giving you the freedom to build and lead your team. You'll have opportunities to create multiple revenue streams through securities and insurance offerings, all supported by resources to accelerate your practice's growth. Here, you'll find the balance of entrepreneurial freedom and institutional backing to help turn your clients' dreams into reality. Key Responsibilities: * Partner with high-net-worth individuals to architect comprehensive financial strategies. * Design and implement customized wealth management strategies. * Translate financial concepts into clear, actionable recommendations. * Foster enduring client relationships. * Monitor and adjust investment strategies to optimize portfolio performance. Qualifications: * Proven track record in wealth management or financial advisory services. * Series 65 or 66 license required (or commitment to obtain). * Advanced credentials preferred: CFP, CFA, CAIA, ChFC. * Additional licenses beneficial: Series 63, 7 (or 82), Life and Health Insurance. * Bachelor's degree in Finance, Business, or related field preferred. Core Competencies: * Deep expertise in investment management, financial planning, and wealth preservation. * Comprehensive knowledge of insurance products and regulatory frameworks. * Superior relationship-building and communication skills. * Unwavering commitment to fiduciary responsibility and ethical practice. * Strong analytical mindset with ability to thrive in dynamic environments. * Demonstrated excellence in client service and retention. Private Placement Broker As a Private Placement Broker with our affiliated broker-dealer, you'll gain access to diverse alternative investment opportunities. Our brokers specialize in high-demand venture capital transactions, facilitating direct share purchases and offering access to pooled investment vehicles. With venture capital's growing popularity, our firm excels in researching and identifying premier private VC-backed companies, serving a global clientele with demonstrated success. Our private placement brokers provide comprehensive access to alternative investments, encompassing real estate, hedge funds, private equity, and various pooled investment vehicles. You'll join a firm at the forefront of venture capital and alternative investment expertise, delivering sophisticated investment solutions. Key Responsibilities: * Raise capital from individual accredited investors and institutional investors. * Broker shares of sought-after VC-backed private companies. * Translate complex venture capital concepts into clear, understandable terms. * Monitor private market dynamics and understand pooled investment vehicle structures. * Maintain current knowledge of industry regulations. Qualifications: Proven track record in capital raising and relationship management with affluent clients. * Understanding of (or ability to quickly learn) venture capital concepts and pooled investment structures. * Series 63 (or 66) and 7 (or 82), or commitment to obtain. * Advanced credentials preferred: CFP, CFA, CAIA, ChFC. * Bachelor’s degree in finance, business, or related field preferred. Core Competencies: * Deep expertise in investment management, equities, and venture capital. * Comprehensive knowledge of investment frameworks. * Superior relationship-building and communication abilities. * Unwavering commitment to fiduciary responsibility and ethical practice. * Strong analytical capabilities with ability to thrive in dynamic environments. * Demonstrated excellence in client service and retention. Investor Relations Associates As an Investor Relations (IR) Associate, you'll be the first point of contact for investors, introducing them to the TSG Invest brand. You'll partner with our investment professionals to expand their client base while handling inquiries from both potential and current investors. You'll learn the fundamentals of investment services and gain hands-on experience. Perfect for those starting their financial career, this entry-level position includes enrollment in our exclusive "TSG Invest Partner Accelerator Program." Through this program, you'll earn required industry licenses, develop essential financial knowledge, and gain the skills to eventually build your own client portfolio. No prior investment experience? No problem. We provide the training and support you need to grow from an IR Associate into a successful investment professional. Qualifications: * Exceptional work ethic with dedication to professional growth. * Strong entrepreneurial mindset demonstrating drive, self-motivation, and ambition. * Excellent communication skills with the ability to build rapport and engage effectively with clients. * Strong grasp of fundamental financial and investment concepts, with the ability to explain them clearly to clients. * Commitment to mastering advanced financial principles and investment strategies. * Capability to obtain required industry credentials including Series 65 (or 66), 63, 82 (or 7), and relevant insurance licenses. * Adaptable and resilient, with the ability to thrive in a fast-paced, dynamic environment. Why Join Us and Become a Partner At TSG Invest, partnership is core to our culture. Every team member plays a vital role in enhancing our clients' success while building their own fulfilling career. We support your growth through competitive compensation aligned with your contributions and access to diverse investment solutions that help you serve clients better. As part of our team, you'll have opportunities to grow your AUM and expand your client base within a dynamic environment that rewards ambition. While others in our industry maintain the status quo, we embrace transformation. Our innovative approach to finance and investing ensures our team stays ahead of market evolution, turning challenges into opportunities for growth. At TSG Invest, we invest in your success with benefits that matter: * Unlimited Earning Potential: We believe in true meritocracy – your compensation may include a competitive base pay, commissions, and profit sharing, with equity opportunities for key partners. There's no ceiling on what you can achieve. * Career Development: Join a supportive team invested in your growth and advancement within the financial services industry. Our comprehensive professional development program keeps you ahead of industry trends. * Advanced Tools and Resources: Access cutting-edge financial technology and analytical tools to deliver excellence to your clients and streamline your operations. * Business Growth Support: Receive practical guidance and resources to efficiently build and scale your practice. We're committed to helping you expand your business and reach new heights. * Continuous Learning: Stay at the forefront of industry developments through ongoing training, market analysis, and educational resources that enhance your expertise. At TSG Invest, your potential is unlimited. Ready to transform your career? Company DescriptionDiscover a Different Kind of Financial Firm: Where Your Growth Has No Limits Unlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.Discover a Different Kind of Financial Firm: Where Your Growth Has No Limits\r\n\r\nUnlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.

Job DescriptionSalary: $150,000 - $160,000 Treasure Data: At Treasure Data, were on a mission to radically simplify how companies use data and AI to create connected customer experiences. Our intelligent customer data platform (CDP) drives revenue growth and operational efficiency across the enterprise to deliver powerful business outcomes. We are thrilled that Forrester has recognized Treasure Data as a Leader in The Forrester Wave: Customer Data Platforms For B2C. It's an honor to be acknowledged for our efforts in advancing the CDP industry with cutting-edge AI and real-time capabilities. Furthermore, Treasure Data employees are enthusiastic, data-driven, and customer-obsessed. We are a team of driversself-starters who take initiative, anticipate needs, and proactively jump in to solve problems. Our actions reflect our values of honesty, reliability, openness, and humility. Your Role: As a Senior Customer Success Manager, Lead, you are a trusted strategic partner to our most complex and high-value customers. You are responsible for driving measurable business outcomes such as accelerated time-to-value, increased ROI, improved product adoption, and growth in Net Revenue Retention (NRR). Youll work closely with key stakeholders to champion use cases aligned to Treasure Datas CDP and MarTech offerings, while also advocating internally on behalf of the customer. This role blends customer-facing strategy execution with internal influence and cross-functional collaboration. Youll take ownership of customer outcomes by coordinating internal teams, guiding customer strategy, and navigating ambiguity with confidence and agility. As a Lead CSM, youll also provide mentorship and knowledge-sharing within your CSM podenabling the growth of your peers while expanding best practices. Responsibilities: • Partner with Customer Success Managers to proactively address complex customer needs and ensure timely delivery of impactful solutions - Lead pod meetings that drive team alignment, promote best practice sharing, and encourage collaborative problem-solving., • Mentor pod members through consistent 1:1 sessions focused on professional development, skill enhancement, and customer engagement strategies., • Act as a key escalation point and trusted advisor for customers, delivering prompt, thoughtful responses that enhance satisfaction and loyalty., • Build deep expertise in the Treasure Data Platform and core CDP applications to strategically guide customers in maximizing value., • Lead coordination of customer and internal meetings, ensuring alignment of stakeholders and clear ownership of action items to drive forward momentum., • Manage the lifecycle of operational and support cases, overseeing timely resolution and communicating progress to customers and internal partners., • Develop and deliver high-quality presentation materials, meeting agendas, and instructional communications that facilitate understanding and alignment. Requirements: • Customer Success Certification, Related Associate or Bachelor's Degree, or some relevant work experience., • Typically requires 12+ years of related experience, with a background in one or more of the following areas: Marketing, SaaS/Martech/Adtech, Analytics/Business Intelligence or equivalent combination of education and experience., • Written and verbal communication skills focused on customer service., • Technical acumen., • Business and strategic curiosity., • Active listening and careful note-taking skills., • Self-motivated and proactive learner, capable of identifying knowledge gaps and independently acquiring necessary expertise, • Exposure to Google Suite (Mail, Sheets, Calendar) and Gainsight a plus., • Proficiency in both Portuguese and English Physical Requirements: Working out of our New York, NY office according to our Global Hybrid Working Policy. Travel Requirements: 25% Travel to customers. Perks and Benefits (US): Our benefit package showcases our culture of care and empathy with • Comprehensive medical, dental, vision plans and Employee Assistance Program (EAP), • Competitive compensation packages, • Company paid life insurance 3x salary, • Company paid short- and long-term disability coverage, • Retirement planning (401K) with 4% company match, • Restricted Stock Units (RSU), • Flexible Time Off (FTO), • Up to 26 weeks paid parental leave About Treasure Data: Treasure Data is the Intelligent Customer Data Platform (CDP) built for enterprise scale and powered by AI. Recognized as a Leader by Forrester and IDC, Treasure Data empowers the worlds largest and most innovative companies to deliver hyper-personalized customer experiences at scale that increase revenue, reduce costs, and build trust. Through unique capabilities such as the Diamond Record, AI Agent Foundry, and AI Decisioning with Real-Time Personalization, Treasure Data enables marketing and CX teams to personalize cross-channel engagement in real-time, optimize marketing spend while increasing ROI, and drive customer lifetime value through more intelligent retention and loyalty. Our Dedication to You: We value and promote diversity, equity, inclusion, and belonging in all aspects of our business and at all levels. Success comes from acknowledging, welcoming, and incorporating diverse perspectives. Diverse representation alone is not the desired outcome. We also strive to create an inclusive culture that encourages growth, ownership of your role, and achieving innovation in new and unique ways. Your voice will be heard, and we will help amplify it. Agencies and Recruiters: We cannot consider your candidate(s) without a contract in place. Any resumes received without having an active agreement will be considered gratis referrals to us. Thank you for your understanding and cooperation!

Job Description About Presence Presence is the leading provider of teletherapy solutions for children with diverse needs. Through our award-winning technology, Presence connects speech-language pathologists, school psychologists, occupational therapists, and mental health specialists to schools, districts, and organizations nationwide. Our growing network of 2,000+ clinicians has delivered over 7 million teletherapy sessions to K-12 students. We are a remote-first, distributed workforce of 200+ corporate employees, headquartered in New York. We place a high value on "cameras on" engagement, schedule coordination and cross-functional communication to stay connected with each other when working in different places. Many roles require travel to create opportunities to engage in-person with our school partners, our clinicians, and each other. About This Role At Presence, we believe it's our responsibility to help schools ensure their students have access to the specialized services they need. We're seeking high-energy, sales-driven professionals to lead the acquisition, retention, growth and long-term success of key school district partnerships. In this role, you will own and manage a portfolio of strategic accounts, providing exceptional customer success while driving growth through renewals and expansion. Our customers are our most valued asset, and we must ensure they have the best possible experience with Presence. The ideal candidate is results-oriented, excels in consultative selling, and brings a strong track record of success working with large, complex organizations and education systems. Role Responsibilities • Let's get this one out of the way immediately – hit your quota!, • Own and manage a portfolio of school district accounts to ensure satisfaction, retention, and growth through exceptional customer success support and strategic partnership management, • Drive contract growth by identifying, targeting, and securing new stakeholders within a district through outbound prospecting, referrals, asking for introductions to other departments/schools and inbound inquiries, • Lead the full sales cycle from discovery and needs assessment through proposal development, pricing, and contract execution, • Act as a trusted advisor and liaison between Presence and existing clients, ensuring alignment between district needs and Presence's service offerings, • Develop customized solutions based on a deep understanding of district challenges related to special education and mental health service delivery, • Collaborate cross-functionally with internal teams, including clinical services, operations, and marketing, to deliver a seamless customer experience, • Maintain accurate records and forecasting in Salesforce, including tracking activity, pipeline stages, key decision-makers, and deal progress, • Monitor key performance metrics, including renewal rates, new business acquisition, activity generation, customer satisfaction, and revenue growth within assigned accounts and territory, • Prepare and deliver strategic presentations and proposals to district leadership, special education directors, and other key stakeholders, • Lead implementation projects and onboard new and returning customers, • Serve as the internal point of contact for any escalations related to an assigned client, • Develop strong meaningful relationships with our clients and set up regular touch points to drive the relationship and value to our clients and act as their advocate, • Serve as the primary point of contact for clients, looping in other teams as needed to provide exceptional service, • Stay informed on K-12 education trends, funding changes, and competitive landscape to position Presence as a leading solution provider, • Accurately forecast your weekly, monthly, quarterly, and annual bookings and revenue Proven Experience • 4–5+ years of quota-carrying success in K-12, EdTech SaaS markets, • 2 years minimum K-12 experience, • History of selling into school districts/education systems, navigating complex multi-stakeholder cycles and closing high-value contracts, • Consistently hit or exceeded sales targets in prior roles, • Experience leading cross-functional teams on customer-facing projects, • Track record of growing existing accounts—securing renewals, driving upsells, and sustaining top-tier customer satisfaction, • Proactive revenue mindset to build and sustain a healthy pipeline, • Full ownership of KPIs with disciplined daily, weekly, and monthly territory plans, • Trusted advisor to senior education leaders; polished presenter from first pitch through renewal, • Exceptional written and verbal communication across email, calls, onsite meetings, and executive briefings, • Self-starter who thrives in a remote, results-oriented environment, • Curious, growth-oriented learner who masters our solutions, customer pain points, and value-based selling approach, • Passion for helping schools and students with special needs, • Strong self-motivation/entrepreneurial mindset, dedicated to growing services and client base, • Flexibility and adaptability - ability to quickly adjust to changing conditions and maintain a high-performance standard, • Great collaborative and independent problem-solving skills, • Ability to take ownership of the clients health, account growth and conversations, • Comprehensive Medical Coverage includes Dental and Vision, • Flexible PTO, • 11 Company Paid Holidays, • Benefits Package: including 401K savings plan and access to an Employee Assistance Program., • $500 home office stipend, • Paid Life insurance, AD&D. and disability benefits, • Paid parental and caregiving leave., • Eligibility to apply for a Professional Development Scholarship. An employee's starting pay will be determined based on job-related skills, experience, qualifications, geographic location, and market conditions. Salary range is $80,000-100,000 plus variable commission. Where is this position located? • Presence is headquartered in New York, with our clients located throughout the U.S., • This is a remote position based in the US, • Currently hiring for roles prioritizing PST, MST, and CST, • This position reports to the VP of Customer Success, • All employees commit to being available on-camera for our Core Working Hours, noon- 5 pm EST M- F.

Job Description Account Director (Hybrid) B2B Tech Public Relations | Method Communications The Opportunity Account Directors (AD) are mid-level managers and first-level people managers who manage and function as the day-to-day leads on multiple client accounts. You’ll be a hands-on team member actively engaged in day-to-day work activities as well as responsible for the leadership and overall direction of account teams including client service, staffing, training, organizational development, and quality control. You’ll be a member of Method’s Leadership Team, and collaborate with HR, Finance, and Operations on internal agency initiatives. Responsibilities Agency Leadership • Provide input on decision-making issues affecting the agency – new business, best practices, client service, and performance management, • Work with People Ops to motivate and lead a high-performance team; contribute to attracting, recruiting and retaining team members; deliver constructive and clear feedback to ensure level requirements are met, • Provide strategic guidance for clients and team leads on well-conceptualized and researched PR and integrated marketing programs, including handling sensitive client issues, solving problems, and evolving direction as necessary, • Execute and demonstrate Method’s Concierge Service Delivery Approach to your clients and teams, • Oversee the development of goals for internal team members and clients, leading teams to effectively execute against client strategy, • Coach and support Account Supervisors in guiding teams to collaborate and produce high-quality work effectively, • Develop strong written content and newsworthy pitches that align with client's business objectives and coach teams to do the same, • Expand personal/ professional network in order to enhance the Method brand and grow our client and client services portfolio, • Participate in new business pitches ensuring presentations are well-researched, prepared and polished, • Manage account team to ensure quality work is done, efficient processes are in place, and client requests are handled in a timely fashion, • Help track and manage budgets to assist the executive team and leadership team in performing their responsibilities, • Participate in account staffing and evaluating team structures to maximize account quality and profitability What We’re Looking For • Typically 6 - 10 years’ experience (or equivalent expertise and education) in public relations, communications, marketing and/or related fields, including research, advertising, management consulting, media and publishing, • Senior level ability to conceptualize and execute integrated communications programs that align with business goals and objectives, • Ability to build positive rapport and trusted advisor relationships with clients, • Adept at exercising excellent judgment and emotional intelligence in navigating difficult conversations, • Comfortable working with technology media across industry verticals, pitching stories, staffing briefings and providing targeted outreach to diverse audiences, • Established relationships with media, including journalists, analysts and other influencers, • Able to manage others and oversee multiple direct reports with different managerial requirements, working on both hard and soft skill development, • Strong editing and writing capabilities, • Passion for work and commitment to developing skills and helping team members learn on a daily basis What’s it like to work here? Relationships are paramount to life at Method, and we invest heavily in building and maintaining relationships with clients, journalists and each other. We work hard to deliver incredible results for our clients. We encourage new ideas, and we always celebrate wins together – both for clients and our teams. Method is made up of an award-winning team. Not only does the agency win awards, our people are consistently recognized for their excellence. We believe that begins with the recognition they get internally. Our leadership invests significant resources into employee mental health, well-being, education and development — and we praise outstanding performance regularly. What’s in it for YOU? • Flexible, hybrid work, • Generous Vacation and Wellness Time accruals, two weeks of full office closure, paid holidays, and 2 floating holidays, • Cell phone and internet cost reimbursement, • Employer paid Medical, Dental, and Vision Insurance, • Employer paid Health Savings Account (HSA), • 401K Plan with Employer Match up to 4%, • Free Employee Assistance Program (EAP) offering three confidential, face-to-face counseling sessions per issue per year, • Paid Family Leave, • $500 annual wellness stipend after 6 months of employment, • $1500 professional development stipend after 2 years of employment, • 4 weeks of paid sabbatical after 5 years of employment, • Leadership development and virtual training opportunities Salary Ranges We believe all employees should be rewarded competitively and equitably, using practices that are simple and transparent. We’ve provided the following salary ranges for the locations we operate in below due to their state regulations. If your market is not listed below, your specific salary band will be discussed during the recruitment process. Final compensation for this role will be determined by a number of factors including candidate’s education, relevant work experience and geographic location. • Salary Range: $105,000 - $135,000 Work Arrangement The role can be performed hybrid, 1/x week at our San Francisco or New York City office. We will also consider remote candidates based in Seattle, Portland, and Boston. About the Company Founded in 2010, Method Communications is an award-winning technology marketing and public relations agency built for challenger brands and today’s most innovative companies. Our group is united through our core values – relationships, resourcefulness and results. We support each other to do exceptional work for our clients while also focusing on the health and well-being of our families, our communities and ourselves. We recognize our talented and diverse workforce as a key competitive advantage. Method encourages and actively supports diversity, equity, and inclusion through its policies and business practices, which include recruitment and hiring, compensation and benefits, career development and advancement, training, pro bono work, community programs, and affinity groups. Join a Quartz Best Companies For Remote Workers, PRWeek Best Places to work, and PRovoke Small Agency to Work For! To Apply We understand that no candidate is perfectly qualified for any job. Experience comes in different forms; many skills are transferable; and passion goes a long way. Even more important than your resume is a clear demonstration of dedication, impact, and the ability to thrive in a fluid and collaborative environment. If you need reasonable accommodation at any point in the application or interview process, please let us know. To apply, please submit a resume. Method is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national or ethnic origin, mental or physical ability, genetic information, protected veteran status, or any other characteristic protected by law. Only engage with a representative at Method Communications if their email address ends with our domain, @methodcommunications.com. Method will never ask a candidate to purchase materials or share their financial information. Please read Method's Drug and Alcohol Testing Safety Policy.

Job DescriptionSalary: $127,000 - $145,000 Location: Remote Job Type: Full-time About Us! Ready Computing is a full-service IT firm specializing in data-centric technology solutions for clients worldwide. We provide expert consulting, development, and managed services across industries, including health and social care, supply chain, financial services, and manufacturing. Headquartered in New York, with an additional office in the UK and a growing global presence, we serve as a trusted advisor and solution provider for organizations looking to optimize their technology and data strategies. We are seeking a Software Architectto collaborate directly with internal teammates in designing and developing software products. You will primarily focus on understanding complex technical and business requirements and translating them into highly scalable, robust product architectures. Additionally, you will serve as the technical lead and mentor for your team while maintaining a hands-on role. See key responsibilities and skills below. What Youll Do Software Development & Engineering • Support all phases of the Software Development Life Cycle (SDLC) to ensure high-quality product delivery., • Develop and implement APIs and Web Services (REST, SOAP) while designing API-based solutions., • Program in Java, or other object-oriented programming languages., • Develop robust applications using Angular., • Lead development teams in building products., • Supervise and oversee the technical aspects of product development and quality., • Mentor peers and developers on the team at all levels of seniority., • Actively participate in discussions with company leadership, partners, and customers., • Assist in producing technical product and/or project documentation., • Defining technical requirements for product architecture., • Understanding and translating business requirements into product designs., • Utilizing CI/CD technologies and processes, including, but not limited to, Git, Jenkins, and Docker. The main product development activities utilize open-source solutions, so it is desirable that applicants are comfortable with open-source technologies such as: • Prometheus, • Grafana, • Otel, • MongoDB What You Bring • Highly organized and detail-oriented, with a "perfectionist" approach to work., • Flexible and able to adapt to frequently changing standards and priorities., • Proven experience in developing and implementing highly scalable enterprise-level solutions., • Passion for deploying scalable and robust solutions, with a focus on future-proofing., • Strong interpersonal skills and a desire to interact with a variety of team members, customers, and end-users. Preferred Qualifications • BA/BS or equivalent work experience in the field of Software Development, • 8+ years of Software Development experience with a Product setting, • Experience in system monitoring is a plus., • Prometheus's experience is a plus, • Experience with MongoDB is a plus, • Oral and written fluency in English. Home Office Requirements • A minimum internet speed of 25 Mbps for downloads and 1.5 Mbps for uploads is required., • A private Wi-Fi network with a strong, unique password is necessary to access company data or systems., • The company provides a monthly internet stipend. New hires must complete a speed test during onboarding and update any default router passwords to ensure secure network access. Why Join Us? Innovative & Impactful Work Your contributions will shape healthcare technology and improve patient outcomes. Global Reach & Growth Opportunities Work with leading experts in healthcare IT and enterprise solutions. Collaborative & Dynamic Culture Join a supportive team environment that values knowledge-sharing, mentorship, and career development. Competitive salary and benefits package, including: • Four health plan optionsto fit your needs., • 401(k) matchingto help secure your financial future., • Flexible Paid Time Off (PTO)for work-life balance., • Wellness programsto support your mental and physical well-being., • Financial planning services to help you manage your future. Ready to Apply? If youre excited about healthcare IT, system integration, and building next-gen interoperability solutions, wed love to hear from you! Apply now or contact for more information. Ready Computing is an equal opportunity employer. We do not discriminate with regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other characteristic protected by law. remote work

Job DescriptionAbout the Company Our client is at the forefront of the AI revolution, providing cutting-edge infrastructure that's reshaping the landscape of artificial intelligence. They offer an AI-centric cloud platform that empowers Fortune 500 companies, top-tier innovative startups, and AI researchers to drive breakthroughs in AI. This publicly traded company is committed to building full-stack infrastructure to service the explosive growth of the global AI industry, including large-scale GPU clusters, cloud platforms, tools, and services for developers. * Company Type: Publicly traded * Product: AI-centric GPU cloud platform & infrastructure for training AI models * Candidate Location: Remote anywhere in the US Their mission is to democratize access to world-class AI infrastructure, enabling organizations of all sizes to turn bold AI ambitions into reality. At the core of their success is a culture that celebrates creativity, embraces challenges, and thrives on collaboration. The Opportunity We are seeking a Cloud Solutions Architect (Pre-Sales) to join our client's team. This role offers an exciting opportunity to work with state-of-the-art AI and cloud technologies, including the latest NVIDIA GPUs, and contribute to one of the most powerful commercially available supercomputers. What You'll Do * Act as a trusted advisor to clients, providing technical expertise and guidance throughout engagements * Conduct PoCs, workshops, presentations, and training sessions on GPU cloud technologies and best practices * Collaborate with clients to understand their business requirements and develop solution architectures * Design and document Infrastructure as Code solutions, technical documentation, and how-tos * Help customers optimize pipeline performance and scalability * Serve as a single point of expertise for customer scenarios across product, technical support, and marketing teams * Assist with marketing efforts during events such as hackathons, conferences, and webinars What You Bring * 5+ years of experience as a cloud solutions architect, system/network engineer, developer, or similar technical role focused on cloud computing * Strong hands-on experience with IaC and configuration management tools (preferably Terraform/Ansible), Kubernetes, and skills of writing code in Python * Solid understanding of GPU computing practices for ML training and inference workloads, GPU software stack components, including drivers, libraries (e.g. CUDA, OpenCL) * Solid understanding of the cloud ML tools landscape from industry leaders * Legal authorization to work in the U.S. on a full-time basis without visa sponsorship Key Attributes for Success * Self-starter who thrives in a fast-paced, evolving startup environment * Collaborative team player who can work effectively across different departments and cultures * Results-oriented with a strong sense of ownership and accountability * Innovative problem-solver who can identify new opportunities for growth * Continuous learner, eager to stay updated on the latest AI and cloud computing trends * High ethical standards and integrity, with a commitment to responsible AI development * Passionate about democratizing access to AI infrastructure Why Join? * Competitive compensation ranging from $180,000 to $300,000 per year (negotiable based on experience and location) * Comprehensive benefits package including 100% company-paid medical, dental, and vision coverage for employees and families * 401(k) plan with a 4% match program * Stock options plan * Flexible remote work environment * 20 weeks paid parental leave for primary caregivers, 12 weeks for secondary caregivers * Up to $85/month for mobile and internet * Opportunity to work with cutting-edge AI and cloud technologies * Contribute to sustainable AI infrastructure with energy-efficient data centers * Be part of a team that operates one of the most powerful commercially available supercomputers Interviewing Process * Level 1: Virtual interview with the Talent Acquisition Lead (General fit, Q&A) * Level 2: Virtual interview with the Hiring Manager (Skills assessment) * Level 3: Interview with the C-level (Final round) * Reference and Background Checks: Conducted post-interviews * Offer: Extended to the selected candidate We are proud to be an equal opportunity workplace and are committed to equal employment opportunity regardless of race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity, or expression, sexual orientation, or any other characteristic protected by applicable federal, state or local law. Compensation Range: $180K - $300K

Job DescriptionSalary: Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make a positive impact on society alongside financial return. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, Sun Valley, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion. As a company committed to sustainability, we are honored to be a certified B Corporation and a signatory of Principles of Responsible Investment (PRI). The Role: We are seeking a Wealth Advisor. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role. This position will be based out of our New York office and will be required to work out of the local New York office. Candidates out of state will not be considered. Responsibilities: • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio., • Assess clients overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy, • Prepare customized proposals for clients and prospective clients, • Assists in the development of complex and highly customized financial portfolios, • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations, • Develop asset allocations to meet clients risk profile and time horizon, • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings, • Co-manage and provide leadership within the team, • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients, • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.), • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory, • Conduct branch marketing meetings and training for the advisors of our custodial partners Qualifications: • Required to work out of New York. Candidates out of state will not be considered., • 5-10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work, • Demonstrated business development track record, • CFP required. Other credentials a plus, • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field, • Very strong knowledge of finance and capital markets required, • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis, • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career, • Strong abilities to multi-task, manage various client requests and effectively prioritize, • Unquestioned commitment to integrity in personal and professional activities, • Demonstrated ability to work effectively in a team environment, • Confidence to work directly with senior leaders and high-net worth clients Benefits: * Medical / Dental / Vision / Life / Disability Insurance * High-deductible plan option with health savings account * Employee assistance program * Wellness allowance $75 monthly * Bereavement leave 3 days paid for immediate family member or pet * 401k with 3% match * Commuter benefits * Parental bonding leave up to 100% of salary for 12 weeks * Donation match up to $500 annually * Birthday PTO * Learning and Development stipend up to $1000 annually * Volunteer PTO 1 day per quarter * Monthly cell phone allowance $75 monthly BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $90,000 - $100,000 Responsibilities: • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client, • Expand Client Base: Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer., • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance., • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance., • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry., • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations., • Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions.Qualifications:, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport., • Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship., • Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions., • Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives., • Education: a bachelor's degree in finance, business, economics, or a related field is preferred., • Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus.About Company Strategies for Wealth is a full-service financial planning firm with offices in Manhattan, Rye Brook, and throughout New England. With 90 years of experience, we help clients build wealth and protect against factors like taxes and inflation. As we expand, we’re seeking a motivated entry-level financial advisor to join our team. We prioritize a collaborative work culture and offer extensive training and mentorship to help new advisors succeed in the financial services industry.

Job DescriptionSalary: Uphold is a financial technology company that believes on-chain services are the future of finance. It provides modern infrastructure for on-chain payments, banking, and investments. Offering Consumer Services, Business Services, and Institutional Trading, Uphold makes pioneering financial services easy and trusted for millions of customers in more than 140 countries. Uphold strips away the complexity and lack of transparency to open up Web3 finance for everyone. To learn more about Uphold, please visit . We are seeking an experienced and strategic Business Marketing Manager to support the marketing efforts around our rapidly growing Enterprise business. This role will work closely with our Global Head of Enterprise to create a marketing plan, approach, content and metrics. Responsibilities: • Develop and implement a comprehensive, measurable B2B marketing plan aligned with overall business goals and objectives., • Drive lead generation and account retention efforts through various marketing channels, including digital marketing, content marketing, email marketing, events, and account-based marketing (ABM) strategies. Develop and implement campaigns that generate quality leads and contribute to revenue growth., • Leverage various channels such as blogs, whitepapers, webinars, and industry events to position the company as a trusted advisor., • Track, analyze, and report on the performance of marketing campaigns and initiatives. Use marketing analytics tools to measure key metrics, identify trends, and make data-driven decisions. Provide regular reports and insights to senior management to demonstrate the effectiveness and ROI of marketing activities., • Define and strengthen the company's B2B brand identity. Qualifications • Bachelor's degree in marketing, business, or a related field. A master's degree is preferred., • 5+ years in business marketing, • Proven experience in B2B marketing, • Demonstrated success in developing and implementing measurable B2B marketing strategies that drive revenue growth., • Excellent analytical thinking and problem-solving abilities., • Exceptional communication and presentation skills, • In-depth knowledge of marketing trends, best practices, and emerging technologies, • Proficiency in marketing analytics and data-driven decision-making., • Strong project management and organizational skills., • Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities., • Collaborative mindset and the ability to work effectively with cross-functional teams. Position requires travel to other offices and events as needed and generally will not be more than 25% travel. What we have to offer you: • Innovation and Impact: Be a part of a company driving innovation and making meaningful impact. Work on cutting-edge projects in a stimulating and challenging work environment., • Competitive Compensation: We offer a salary, stock options, performance-based bonuses, and comprehensive benefits., • Strong Company Culture: Join a supportive and positive work environment built on shared values of integrity, teamwork, accountability, and excellence., • Global All-Hands Calls: Regular sessions to share updates, strategize, and foster connections., • Development: Opportunities for training and mentorship programs., • Flexibility: Work from home, from other locations or slightly different hours available., • Inclusive and Diverse Environment: Foster an environment where different perspectives are valued. Benefits: • Annual bonus program based on individual, team and company performance., • Home office stipend to support the setup of a productive home office., • Generous PTO, healthcare coverage, and employee assistance programs., • Interesting and fun events and celebrations., • Foodie culture and well-stocked office kitchen. Join our team and embark on a fulfilling career where you'll have the opportunity to grow, innovate, and contribute to something meaningful. Come and be a part of our talented team! If this job isnt exactly what you are looking for, visit our careers page to check out all our exciting opportunities. EEOC Employer We're proud to be an Equal Opportunity Employer and we celebrate our employees' differences, including race, color, religion, gender identity, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, disability, and any other protected classes. Difference makes us stronger and better - together.

Job Description About Us ISMG is a leading B2B media and intelligence organization, serving the cybersecurity and enterprise technology space with a collaborative ecosystem of industry news, strategic education, and professional advisory services. We've recently launched CXO Advisor, a pioneering consultative practice designed to help mid-size companies tackle their most complex cybersecurity leadership challenges. About The Opportunity CXO Advisor is seeking a Client Acquisition Lead to play a foundational role in driving business growth, shaping go-to-market strategies, and scaling what will become a major force in the executive advisory space. This is a unique opportunity to help build a business from the ground up within a trusted global media and events organization. As one of our founding sales hires, you’ll lead early client acquisition efforts and lay the groundwork for a high-performing business development team as the practice expands. This role is ideal for a high-performing sales professional with an entrepreneurial mindset and experience in consulting, staffing, executive search, or advisory services — someone eager to be part of a new business build and make a meaningful impact on the future of cybersecurity leadership. What You'll Do Business Development & Sales: • Drive net-new business development for executive cybersecurity consulting services (CXO advisory, fractional leadership, and strategic projects)., • Build and actively manage a high-quality pipeline of enterprise and mid-market prospects., • Close complex, high-value consulting and service deals with CISOs, CIOs, and other cybersecurity decision-makers., • Develop tailored proposals that address clients’ unique security challenges., • Build and lead the Client Acquisition team – hiring, onboarding, and mentoring high-performing Account Executives., • Design and iterate the sales strategy, sales playbooks, and scalable processes to accelerate growth., • Establish and monitor key sales metrics, forecasts, and performance dashboards., • 5-7+ years of sales experience within consulting, staffing, executive search, professional services, advisory services, or similar high-touch fields., • Experience in and/or solid knowledge of cybersecurity and information technology industries, presence in the cybersecurity community is strongly preferred., • Demonstrated success selling high-value services with a consistent track record of exceeding quotas., • Strong executive presence and experience engaging with high-level technology leaders., • Outstanding relationship development and long-term account nurturing capabilities., • Proven experience hiring, managing, and scaling sales teams and infrastructure., • Strategic thinker who can influence positioning, pricing, and delivery models., • Shape a game-changing cybersecurity consulting practice backed by a global industry leader., • Fast-track to sales leadership with future long-term ownership opportunities., • Competitive base, uncapped commissions, and team-based incentives as you grow the organization., • In-office presence required 5 days/week. hMIoJGDTGQ

Job Description Fifth Avenue Financial is looking for a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance. Are you securities or insurance licensed? If not, you are ineligible to apply. How many years experience do you have in the Financial Services industry? If none, you are ineligible to apply. Do you have a bachelors degree? If not, you are ineligible to apply. Job Responsibilities: • Build a portfolio of customers and offer financial advice tailored to their specific needs and objectives, • Analyze customer financial situations and provide tailored financial services and insurance products, • Develop customized financial plans for clients that are tailored to their specific goals and objectives, • Monitor markets, research financial products, and stay updated with new developments in the financial sector, • Provide customer service to current and potential MassMutual customers Desired Qualifications: • Bachelor’s degree in a related field such as finance, accounting, or economics, • Resident insurance license, Life & Health, • Minimum of 1 year of experience working in the financial services industry, • Strong customer service, communication, and presentation skills, • Excellent verbal and written communication skills, • Good knowledge of risk management and investment strategies Nice-to-haves: • Series 6 or 7, • CFP certification, • Knowledge and proficiency in the use of CRM software and financial data analysis tools, • Strong organizational and time management skills, • Ability to multitask and prioritize, • Proficiency in MS Office

Job DescriptionBenefits: • Bonus based on performance, • Flexible schedule PS: This NOT entry level positions. Advisors will typically have a client base with independently managed assets. Qualifications • Financial Planning, Finance, and Retirement Planning skills, • Expertise in Investments and Financial Advisory, • Excellent communication and interpersonal skills, • Ability to work independently and manage client accounts, • Strong analytical and problem-solving abilities, • Experience in a boutique investment bank environment is a plus, • Bachelor's degree in Finance, Economics, or a related field and FINRA licenses like 6, 7, 63, 66 required. 24 a plus, • Relevant certifications such as CFP, CFA, or similar credentials good to have but not required Flexible work from home options available.

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 Customer Experience (CX) Intern Description We are seeking a mission-driven Customer Experience (CX) Intern. As an early member of the team, you will support all account management (B2B) activities as well as interact directly with end-users to ensure we deliver the highest level of customer support. You will be relied upon to answer requests and fulfill orders so that our end-users gain access to the upskilling resources they need to advance their careers. You will also provide sales, business development, and marketing support. As the Customer Experience (CX) Intern, you will join as a partner to our clients and users to provide them with an exceptional experience and to drive adoption of platform with their employees. The CX Intern will report directly to the Lead Account Executive, and have close working relationships with our entire team. This is an un-paid internship. Here is an overview of the main responsibilities: You'll know you're successful if you.... • Own & nurture relationships with our end-users through account management, customer support, trouble shooting, and providing exception service, • Own & continuously improve the customer experience & journey from onboarding to renewal, • Work with professional development providers to fulfill orders for end-users, • Participate in the development of repeatable processes & tactics to drive world-class customer satisfaction & user engagement, • Provide account management support to stakeholders at customer companies, • Identify customer feedback from quantitative & qualitative feedback to drive product features and enhancements, • Collaborate with internal teams to improve the customer experience for OneRange clients as well as internal processes, • Proactively use data and analytics to present regular business reviews and recommendations focused on clear metrics that outline successes and opportunities., • Build strong relationships as a trusted advisor and subject matter expert with end-users and customer point of contacts We know that you have what it takes to excel in this role if: • You have or are pursuing a 4-year degree from an accredited university, • You are able to work independently as well as collaboratively within a team environment, • You are willing to do what it takes to get the job done, • You approach your work with resilience and an agile mindset, • You are a team player who values and contributes to a diverse & inclusive workplace, • You feel at home participating in product trainings and onboarding meetings, • You are a self-starter with a competitive nature and a desire to grow a career in technology, • You have strong written and verbal communication skills, • You are extremely personable and coachable, with strong organizational and time management skills, • You have a track record of high performance in everything you do, • You have an unconditional belief in the mission and live and work to “empower others”, • You have an aptitude for technology, • You have an eye for process improvement, • You thrive in an unstructured start-up environment, • You’re a self-starter with an entrepreneurial mindset, • You love working with data, • You have a positive, professional, and intentional attitude in everything you do, while being yourself and doing your best work, • You love to be challenged, • We are “all-in” to accomplish the mission together while empowering teammates to be “all-out” when they are with family and/or on vacation, • We have a passion for building something that inspires others, • We set the example for high-performing teams, • We are transparent and over-communicate because we know others count on us, • We always “work the problem” and bring solutions to the table, • We believe leadership is a characteristic – we are all leaders, • We are professional and presentable, always having an “attitude of gratitude”, • We are never afraid to fail, we only fear standing still, • We hold each other accountable, in work and in life, • Our office is currently in SoHo West in downtown Manhattan, within the Columbia Startup Lab but we work as a remote/hybrid team, • Unlimited and flexible vacation and personal time off, • Coworking membership at Studio (NYC-based co-working space) Powered by JazzHR Vypbl1ChB3

Job Description Wachsman is a global communications and strategy consultancy focused on advising the next generation of leaders on the frontline of the new economy. Built for the digital and decentralized age, we provide our clients with a unique blend of advisory services spanning strategic and communications consulting, reputation, issues, and risk management, and public policy and regulation. We enable them to establish and defend their industry position as they drive digital transformation and navigate new challenges and opportunities. Founded in 2015 with regional headquarters in New York, Dublin, and Singapore, Wachsman has quickly solidified its position as a trusted advisor to some of the world’s most innovative companies, including in market entry, change management, product launches, mergers and acquisitions, corporate repositioning, and regulatory compliance. Born in the blockchain industry, Wachsman has grown to become a critical partner to a wide array of the world’s most exciting companies, including those across fintech and digital payments, data protection, real estate, law, gaming, and healthcare. We are looking for an ambitious, highly skilled communications professional to join our team in The US as Wachsman continues to grow. This role will be remote initially, with a transition to a hybrid working model expected in the coming months. Duties: • Planning and executing highly successful global PR campaigns., • Managing day-to-day internal and external communications on behalf of clients in different emerging technology sectors., • Delivering exceptional client service to support client retention and organic growth., • Drafting, editing, and reviewing press materials., • Handling proactive and reactive media relations., • Issuing press releases and pitching to reporters globally., • Overseeing the successful servicing of multiple client accounts., • Developing and maintaining relationships with influential media to secure positive, impactful press coverage., • Leading issues management and crisis response efforts on behalf of clients., • Conducting workshops, media training and status update meetings with senior clients., • Leading a small, high-performance team of PR professionals, specifically: allocating resources and managing workloads; and supporting team members’ ongoing professional development., • Proactively identifying opportunities for clients to move their brands and businesses forward., • Minimum of 4 years’ recent PR agency experience conducting media relations., • Exceptional written and verbal communication skills., • Knowledge of finance and/or blockchain or an advanced technology not essential but a distinct advantage., • Demonstrated ability to think strategically and to identify opportunities for clients, • Excellent knowledge of the media landscape., • Ability to communicate clearly and present complex information in a concise and clear form., • Ability to prioritize and plan effectively., • Strong attention to detail., • Experience in successfully managing crisis communications., • Demonstrated ability to successfully lead teams., • Passion for mentoring and coaching more junior colleagues., • Excellent interpersonal/soft skills., • Motivated to excel in a fast-paced environment., • Ability to maintain a high level of social, organizational and professional standards in job-related activities.Salary Range: $86,000 - $115,000 Powered by JazzHR psfKeVUbLb

Job DescriptionSalary: $105,000$115,000 annually Job Description: Sr. Account Manager Location:NYC (Hybrid minimum 3 days/week in-office) Department: Public Relations Salary Range:$105,000$115,000 annually JOB SUMMARY As a Sr. Account Manager at 1Milk2Sugars, you will be responsible for managing client accounts and leading the execution of strategic marketing & PR campaigns. You will serve as the primary point of contact for clients, ensuring their needs are met and their expectations are exceeded. JOB TASKS + RESPONSIBILITIES • Develop and maintain strong client relationships, serving as a trusted advisor and strategic partner., • Lead the development and execution of integrated marketing & public relations campaigns, working closely with internal teams to ensure projects are delivered on time and within budget., • Define project objectives, timelines, and budgets, and monitor progress to ensure successful project delivery., • Provide strategic guidance to clients, identifying opportunities for growth and optimization., • Actively participate in new business development efforts, including identifying leads, pitching and contributing to proposals., • Mentor and provide guidance to direct reports and other team members., • Stay informed about industry trends and best practices, sharing insights with clients and internal teams., • Ensure client satisfaction and retention through exceptional service delivery and proactive communication., • Prepare and review thoughtful client reports: monthly, quarterly and campaign recaps with attention to insights and strong analytical data., • Take the lead in drafting SOWs and contracts for new projects or campaigns, ensuring that all terms and conditions are clearly defined and documented., • Collaborate with finance dept. and partners to ensure that contract documents comply with company policies, legal requirements, and industry standards., • Provide guidance and support to the account team in contract preparation, reviewing their work and offering feedback as needed., • All other duties or projects as assigned. Education & Mandatory Skills • Bachelor's degree/certificate in Communications, Public Relations or other related specialties is preferred, • Minimum 5 yearsworking experience in public relations (Agency experience is a must) working with fashion, beauty or lifestyle clients., • Proven track record of success in managing client relationships and delivering strategic marketing campaigns., • Strong leadership and communication skills, with the ability to inspire and motivate teams., • Excellent project management skills, with the ability to manage multiple projects simultaneously., • Strategic thinker with a creative mindset and problem-solving abilities., • An understanding of the media landscape and past relationships with key editors & influencers is an asset, ideally in the aforementioned industries., • Strong written and verbal communication skills in English, as this role involves direct client communication and content creation for English-speaking markets, • Proficiency with Mac systems, as well as Office software (Word, PowerPoint & Excel), • Polished writing & presentation skills; both written & in person Sip Into Success: Our Blended Perks & Benefits • Supportive Leadership: We foster a culture built on respect, collaboration, and creativity., • Health & Wellness: Full benefits (medical, dental, vision) for full-time employees., • Summer Fridays: Half-day Fridays every Friday, • Holiday Break: Paid company-wide closure during the December holiday season., • Wellness Tools: Complimentary Calm app subscription and access to Perkopolis., • Profit Sharing: Eligible employees can receive an annual bonus through our profit-sharing program, following a defined eligibility period, • Work from Anywhere: After one year, enjoy the freedom to work from anywhere. EQUAL OPPORTUNITY 1Milk2Sugars is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Job Description For over 40 years, Saturn Business Systems has been a leading provider of reliable IT solutions to mid-market and enterprise accounts. Our technical expertise has provided innovative and custom solutions tailored to unique infrastructure and business needs. It is our mission to continue being a trusted technology advisor and partner to businesses and enterprises across the country. Make Your Mark - Saturn Business Systems is looking for a qualified and motivated sales representative to promote our high-demand products and services, which our customers have come to rely on. The ideal candidate will possess a strong understanding of the sales process, excel at generating leads, and have the skills necessary to build relationships and close deals. This role offers unlimited on-target earnings (OTE). Candidates should have strong negotiating skills and the ability to present our offerings in an engaging manner. Responsibilities include delivering presentations, attending networking events and trade shows, and maintaining a personable and professional demeanor. A "can-do" attitude is essential. Additionally, the candidate should have a thorough understanding of the products and services associated with all of Saturn's established OEM partner relationships. Objectives of this Role • Sell the full family of Saturn’s OEM relationships related to their server, software, storage, and networking solutions in designated territory from a remote-based office., • Meet weekly, monthly, and annual sales quotas through the successful implementation of sales and marketing strategies and tactics., • Generate leads and build client relationships planning and organizing daily work schedule to call on existing or potential sales outlets while achieving needed sales goals., • Develop and implement a territory action plan through comprehensive data analysis, and adjust sales techniques based on interactions and results in the field. Daily and Monthly Responsibilities • Maintain working relationships with existing clients to ensure exceptional service and identification of potential new sales opportunities., • Identify appropriate prospects, set appointments, and make effective and qualifying sales calls., • Manage sales cycle to close new business in all service categories offered., • Possess in-depth product knowledge and be able to conduct demos and relay objection handling., • Prepare professional, complete, concise, and accurate reports, proposals, booking packages, and other documentation as required for executive-level presentations., • Achieve sales goals by assessing current client needs and following a defined selling process with potential buyers, often utilizing product demos and presentations., • Coordinate with other sales reps to ensure company quotas and standards are being met, performing market research and regular competitor monitoring., • Establish and maintain an active working relationship with OEM partner reps to drive new sales opportunities. Skills and Qualifications • 3-5 years of successful outside/direct sales experience, preferably in a Saturn’s focused OEM Partner environment., • Develop and maintain strong relationships while ensuring timely communications with appropriate customer personnel, including senior management, and OEM Partner personnel., • Existing relationships that can help establish new accounts, • Excellent communication, interpersonal, problem-solving, presentation, and organizational skills, • Proficiency with sales management software (we use Monday and HubSpot), • Hunger to compete and proven ability to close deals, • Personal integrity, • Ability to travel whenever necessary to support a training or sales situation. Preferred Qualifications • Thinker, • Ability to assimilate data quickly, • Problem solver, • Listens and assesses needs, • Desire to be great at what they do, • A basic to intermediate knowledge of tech (Networks, Cloud, DevOps) and willing to learn, • Knows how to balance persuasion with professionalism, • Experience in the tech field, • Strong organizational skills

Job DescriptionJob Description Overall Job Summary: The Department Supervisor is responsible for supporting the Sales and Profit goals in the store by executing a plan to deliver the Best Customer Experience in the department and overall store. The Department Supervisor will work in accordance with legal requirements and H&M standards, policies, and procedures to meet the expectations of customers and colleagues. This position reports to our Department Manager or Store Manager (based on volume) and has the following direct reports: dotted line to Sales Advisor(s). Your Day to Day* Sales and Profit • Together with the store management team, ensure store operations, H&M standards, and best practices are followed through proper scheduling to maximize conversion and enable commercial activities (Move, Sales, Events, etc.) and excellent customer service keeping within the sales budget of allocated hours., • Ensure H&M Customer Service standards are always delivered through active coaching and leading by example, • Ensure the maintenance of the sales floor is managed in a cost-efficient way to meet H&M standards and initiate actions accordingly with the store management team, • Perform all store routines, including the opening and closing of the store, following all Company practices and procedures, • Ensure that the truck is processed and follow up to ensure the execution according to guidelines, • Actively prevent loss and ensure the store follows appropriate safety and security guidelines, • Identify opportunities to increase customer satisfaction and sales with the Department Manager and then execute changes accordingly People and Teams • Ensure clear communication to Store team on business performance, company culture, training focuses through daily Behind the Seams Meetings and participating in leadership meetings, • May be assigned overall store responsibility in absence of Store Manager or Department Manager when opening or closing store, • Work with timekeeping and scheduling system as part of opening/closing routines, • May be asked to train other supervisors as well as complete projects on an as needed basis for their development, • Serve as a note taker for staff interviews when needed, • Act as a management witness, on behalf of H&M, in employee discussions as needed, • Ensure that all employee issues are immediately brought to the attention of management team, • Assist the management team in the day-to-day supervision of staff by directing and overseeing workflow within the store, • Assist the management team with the training and developing of Sales Advisors on the operational side of the business by following up on clear goals and providing timely feedback, • Ensure health & safety, legal, and security issues are being handled to H&M standards and local laws, securing the employee and customer safety at all times, • Strengthen our Company Culture by promoting feedback in our daily work and coach your team to do the same Financial Accountability • None Qualifications Who You Are • Inclusive, positive, creative, and willing to learn on the job!, • Passionate for customer service and helping people find their style, • A multi-tasker who enjoys working in a fast-paced environment with an eye for detail, • You have the ability to lift in excess of 20 pounds, • Ability to stand for long periods of time, bend, stretch, engage in repetitive motions, push, pull and carry items (mannequins, clothing, totes, torsos, etc.) for a short distance, • Ability to climb a ladder and use a step stool, • Open availability including evenings and weekends, • 1-2+ years of transferrable experience welcome, • Basic computer skills such as browser navigation, software interaction, and data entry are needed, • May be required to travel to support other stores and for training Why You’ll Love Working for H&M • Dynamic, team-driven work environment with a group of unique, diverse, and kind individuals., • Endless growth & development opportunities. Additional Information Job Status: Hourly, Non-Exempt Compensation: Hiring Range is $19.13 - $21.95 Hourly** EEOC Code: SLS *This job posting highlights the most critical responsibilities and requirements of the job. It’s not all-inclusive. There may be additional duties and responsibilities assigned for this job at the company’s discretion. **H&M, in good faith, believes that this posted range of compensation is the accurate range for this role at this location at the time of this posting. H&M may ultimately pay more or less than the posted range depending on candidate qualifications. This range may be modified in the future. Benefits: We offer all our employees at H&M Group attractive benefits with extensive development opportunities around the globe. All our employees receive a staff discount card, usable on all our H&M Group brands in stores and online. Brands covered by the discount are H&M (Beauty and Move included), COS, Weekday, Monki, H&M HOME, & Other Stories, ARKET, Afound. In addition to our staff discount, all our employees are included in our H&M Incentive Program – HIP. You can read more about our H&M Incentive Program here. In addition to our global benefits, all our local markets offer different competitive perks and benefits. Please note that they may differ between employment type and countries. We offer: 25% Staff Discount - Medical, Pharmacy Vision and Dental Coverage – Employee Assistance Program - Vacation, Wellness, Holiday and Parental Pay – 401K – Commuter Benefits, Health and Dependent Care FSA. Plus, additional Voluntary Benefits. Inclusion & Diversity: H&M is a part of H&M Group. At H&M Group, we’re determined to create and maintain inclusive, diverse and equitable workplaces throughout our organisation. Our teams should consist of a variety of people that share and combine their knowledge, experience and ideas. Having a diverse workforce leads to a positive impact on how we address challenges, on what we perceive possible and on how we choose to relate to our colleagues and customers all over the world. Hence all diversity dimensions are taken into consideration in our recruitment process. We strive to have a fair and equal process and therefore kindly ask you not to attach a cover letter in your application as they often contain information that easily can trigger unintentional biases. Company Description: H&M is a fashion brand that offers the latest styles and inspiration, from fashion pieces and unique designer collaborations to affordable wardrobe essentials. Our business idea is fashion & quality at the best price in a sustainable way. Learn more about H&M here.

Job Description GOODWILL GREATER NEW YORK AND NORTHERN NEW JERSEY Position Title: Career Services Manager - Workforce 1 Location: 400 E. Fordham Rd., Bronx, NY 10458 Lead with Good Purpose Goodwill Greater New York and Northern New Jersey (GWNYNJ) believes that the power of work and sustainable fashion is how we unlock the good in our communities. For over 100 years, we have helped people get jobs, stay employed, and progress in careers across New York and Northern New Jersey. If you’re a nonprofit leader passionate about challenging the status quo, loves bringing the right people together to operationalize strategy for the good of others, and believes in the power and potential of people, we want to hear from you! We’re on the hunt for our next Career Services Manager. The Career Services Manager (CSM) serves as the point person for overseeing and coordinating career development services and initiatives within the Workforce1 Career Center. The Awesome Things You’ll Do • Oversee the assigned team of Career Advisors across the three Bronx Workforce1 Career Centers., • Ensure that quality service is provided to identify, engage, assess and support clients in need of career development and support in order to achieve employment outcomes., • Explain and interpret funder rules, regulations, policies and procedures for staff. • Interpret performance data and set achievable outcomes for their teams and to pivot when there are issues., • Manage the day-to-day functions of the career services division to ensure that career services are effectively serving customers and stakeholders. • Develop and/or modify work plans, methodologies, and procedures; determine work priorities and develop work schedules to ensure adequate coverage and completion of work., • Provide work instruction and assist career advisors with difficult and/or unusual assignments., • Ensure career advisors that are adequately trained on the tools, processes and tasks needed to achieve performance metrics., • Set performance goals for career advisor in alignment with achieving 3100 placements annually; including goals for outreach, engagement, workshops, trainings, assessments and re-engagement. Our Must Haves -B.A. or B.S. degree required along with at least one to two years’ experience providing career navigation, case management, vocational counseling, or employment services. • At least 3 years’ experience in a leadership role, preferably in career services, human resources, or related fields., • Experience managing and motivating teams, setting goals, and providing guidance and support to team members., • In-depth knowledge of career development theories, job market trends, and employment strategies., • Excellent communication skills: communicate clearly, listen actively, and convey information and feedback effectively. among team members., • Proven ability to build and maintain relationships with clients, employers, alumni, and other stakeholders., • Experience in program development and implementation to meet the career services goals of the organization., • Strong proficiency in Microsoft Office applications, particularly Excel, Word, and PowerPoint, is essential for report generation and data analysis., • Prior experience preferred in working with individuals receiving public assistance, Veterans, people with disabilities and older populations., • An understanding of the special needs of an economically and socially disadvantaged population., • Superior oral and written communication skills., • Proven ability to work with diverse populations., • Exceptional interpersonal skills, including active and reflective listening, motivational interviewing, authentic communication, and conflict resolution., • Highly effective problem-solving and follow up skills., • Ability to focus deadlines and details., • Excellent networking skills., • Record-keeping, case noting, HIPAA compliance, and maintaining confidentiality. What We Offer • Proposed hiring range of $65,000 to $70,000., • Generous paid time-off policy to use when you need it., • Health, wellness and financial resources to help you achieve our personal goals., • Robust health benefits including medical, dental, vision, parental leaves and company sponsored life insurance., • Retirement matching programs and contributions., • Transit and commuter benefits. You bring the Good in Goodwill We believe in creating space for everyone to do their best work and have individual and collective impact. We believe in challenging the status quo and setting ambitious goals in the name of doing good. We believe that being your best self and helping others do the same is how we bring our mission alive. Even if you don’t think you meet all the qualifications listed for the job, we would love to hear from you!

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 Job Title: Senior Account Manager (Agency) Location: Remote Department: Customer Success Type: Full-Time, Exempt Experience: 5+ years Salary Range: $100,000 - $115,000 / year (+ variable commission, equity, benefits) Estimated On Target Earnings (OTE): $140,000 - $160,000 per year Core Hours: 9 AM - 1 PM PST / 12 - 4 PM EST About tvScientific tvScientific is the first and only CTV advertising platform purpose-built for performance marketers. We leverage massive data and cutting-edge science to automate and optimize TV advertising to drive business outcomes. Our solution combines media buying, optimization, measurement, and attribution in one, efficient platform. Our platform is built by industry leaders with a long history in programmatic advertising, digital media, and ad verification who have now purpose-built a CTV performance platform advertisers can trust to grow their business. Role Summary Join the tvScientific team as a Senior Account Manager, where you'll lead strategic client relationships, drive revenue growth, and ensure client success on our cutting-edge platform. As a Senior Account Manager, you'll be responsible for managing a portfolio of key client accounts, developing and executing strategic account plans, and driving revenue growth through upsell, cross-sell, and retention initiatives. You'll leverage your expertise in performance marketing and CTV advertising to deliver exceptional value to our clients, exceed revenue targets, and contribute to the overall growth and success of our organization. To excel in this role, you'll need expertise in launching, managing, and optimizing campaigns across diverse digital media platforms, especially CTV advertising. Your experience should focus on digital media and advertising, emphasizing performance marketing principles. Proficiency in using Measurement and Attribution Platforms (MMPs) and supporting tools, like Google Analytics and AppsFlyer, is also required. What You'll Do • Lead and manage a portfolio of key agency client accounts., • Launch, serve, and optimize campaigns for clients, ensuring maximum ROI and campaign success., • Proactively pick up the phone and engage in meaningful conversations with customers and agencies about digital media, including CTV advertising., • Develop and execute strategic account plans to drive revenue growth, retention, and expansion opportunities within existing client accounts., • Identify and capitalize on upsell and cross-sell opportunities, leveraging your digital media and advertising experience to maximize revenue potential., • Collaborate closely with internal teams, including sales, product, and support, to ensure seamless execution of client campaigns and initiatives., • Monitor and analyze campaign performance metrics, providing insights and recommendations to optimize client campaigns and drive superior results., • Act as a trusted advisor to clients, providing expert guidance, industry insights, and best practices to help them achieve their advertising objectives., • Stay informed about industry trends, market dynamics, and competitive landscape to anticipate client needs and proactively address challenges., • Provide mentorship and support to junior account management team members. How We'll Define Success • Exceed revenue targets by consistently meeting or exceeding quarterly and annual sales quotas., • Maintain a high level of client satisfaction and retention, with a focus on building strong, long-lasting client relationships., • Identify and capitalize on upsell and cross-sell opportunities to maximize revenue from existing client accounts., • Demonstrate strong campaign performance and ROI for clients, driving superior results and value., • Receive positive feedback from clients on the quality of service, responsiveness, and expertise provided., • Contribute to the overall growth and success of tvScientific by expanding market presence, driving client satisfaction, and revenue generation., • Provide leadership and mentorship to junior account management team members, fostering their professional development and growth. You'll Be Successful in This Role if You Have/Are • 5+ years of experience as an account manager working with agency clients., • Strong understanding of the agency landscape, monetization strategies, and digital media buying tactics, • Hands-on experience with attribution and measurement tools (e.g., AppsFlyer, Adjust, Singular)., • Technical aptitude and the ability to troubleshoot campaign issues in partnership with internal teams across product, engineering, and analytics., • Comfort analyzing data trends and translating them into actionable insights, with strong presentation and communication skills., • Exceptional communication and interpersonal skills, with the ability to build rapport, influence stakeholders, and navigate complex client relationships., • Bachelor's degree in business, marketing, advertising, or related field. You May Also Have • MBA or advanced degree in business or related field., • Experience working with enterprise-level clients or agencies, managing complex accounts and large budgets., • Certifications or training in digital advertising platforms, performance marketing, or related disciplines. Culture and Benefits At tvScientific we believe people do their best work when they feel challenged and engaged by their day to day responsibilities, when they're surrounded by smart, hard working people, and when they have a healthy work life balance. Our company culture and benefits package reflects these beliefs. • Full health, dental, and vision insurance - up to 95% funded by the company for employees., • Employee stock option program., • Company-sponsored retirement plan with a matching contribution program., • 12 annual paid holidays (including 2 flexible days)., • Generous PTO policy (get your work done and take the time you need)., • A remote-first environment that allows employees flexibility to work from most places in the US. As tvScientists We Are... • Big Thinkers: We believe in setting audacious goals and envisioning transformative change., • Radically Transparent: We value transparency in all aspects of our business. We foster a culture of open communication, honesty, and accountability., • Performance-obsessed: We are passionate about achieving exceptional results. We strive for excellence in everything we do and set high standards for ourselves., • Data-driven: We embrace the power of data, science, and technology as crucial drivers of our success., • Trust Builders: We prioritize building and nurturing trust with our stakeholders. We understand that trust is the foundation of successful relationships and business partnerships. Through our actions, integrity, and commitment to delivering on promises., • Forever Students: Challenge assumptions to look for solutions. We create a safe environment for experiments and risk-taking by our customers and employees. tvScientific is committed to building an inclusive environment for people of all backgrounds and everyone is encouraged to apply. tvScientific is an Equal Opportunity Employer and does not discriminate on the basis of race, color, gender, sexual orientation, gender identity or expression, religion, disability, national origin, protected veteran status, age, or any other status protected by applicable national, federal, state, or local law.

Job Description Alchemy Worx is an award-winning, audience management agency specializing in email, SMS, and paid social marketing for clients ranging from the Fortune 500 to local market players. The agency offers advanced marketing services, utilizing both time-tested and emerging methods and technologies to secure a higher rate of customer engagement and retention. We are seeking an experienced and passionate CRM/Email/SMS Strategy Manager to lead client engagements and develop a high-performing team of strategists. In this role, you will not only shape account strategies and business solutions but also serve as a trusted partner to our clients, ensuring their success through strategic insights, proactive support, and strong relationship management. This position is based in NYC, in office 3 days a week, and requires onsite client visits. What You’ll Do: • Champion client success by developing and executing marketing strategies tailored to their business goals., • Build trust and foster long-term relationships with clients and partners, serving as a strategic advisor., • Manage, mentor, and develop a team of strategists working on multi-service client engagements, • Lead productive and insightful conversations with direct reports, driving account growth, resolving challenges, and identifying opportunities for skill development., • Provide expert guidance on industry trends and best practices, • Develop client-specific marketing strategies and programs across a portfolio of brands, • Serve as the senior escalation point for complex client issues for your clients and your team’s, • Analyze client data to uncover strategic opportunities and inform decision-making, • Lead cross-functional teams, including creatives, data scientists, producers, and marketers, to implement strategic initiatives., • Collaborate with discipline leaders to enhance internal capabilities and refine methodologies., • 4+ years of experience as a digital strategist or marketer on either the client or agency side., • 2+ years of team management experience., • Email and SMS Experience, • A bachelor’s degree or higher, • Proven track record of developing and implementing marketing strategies that deliver results., • Strong relationship-building skills and experience growing long-term client partnerships., • Demonstrated ability to develop employees and lead high-performing teams, • Deep understanding of the interplay between strategy, brand, marketing, product, data, and technology, • Proficiency in data analysis and storytelling, with the ability to command attention and trust from client executives., • Excellent verbal and written communication skills, • Salary range: $130,000 - $150,000, • Unlimited PTO policy, • Fully covered medical, dental and vision insurance, • 401k with company match