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Job Description Our client, a leader who's pivotal in shaping the future of wealth management through Fintech, is seeking a Senior Wealth Advisor with a transferable book of business for their growing team. In this dynamic role, you'll actively manage high-net-worth client relationships and portfolios while also nurturing new client leads. Collaborating with Product Development and M&A teams, you'll influence the direction of the advisor technology platform, recruit top talent, and facilitate staff training. Senior Wealth Advisor Responsibilities: • Develop and manage relationships with high-net-worth clients while cultivating new business opportunities., • Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more., • Design and implement tailored long-term investment strategies, adjusting portfolios as needed., • Collaborate with third-party service providers to deliver expert guidance in tax, trust, estate, and insurance services., • Influence product development by sharing insights on advisor and client needs., • 10+ years of experience in investment advisory with a proven book of business., • Certified as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)., • Excitement about the fintech industry and the opportunity to shape its future., • Competitive compensation package, including revenue participation and equity., • Comprehensive medical, dental, and vision plans., • Unlimited PTO and paid company holidays., • Solo 401(k) retirement plan., • Stunning NYC office with top-notch amenities., • Daily meals and snacks are provided.

Job Description Healthcare quality is declining and soaring costs are crushing American families and businesses. At Garner, we've developed a revolutionary approach to evaluating doctor performance and a unique incentive model that's reshaping the healthcare economy to ensure everyone can afford high quality care. By providing organizations relief from surging healthcare costs, we've experienced rapid adoption in the market and have more than doubled our revenue annually over the last 5 years, becoming the fastest growing company in our space. To support our continued growth, we're expanding our team by over 50% each year, seeking exceptional talent to shape our unique, award winning culture (for example, USA Today Top Workplaces 2025) designed to cultivate teamwork, trust, autonomy, exceptional results, and individual growth that creates an inflection point in your career. About the role: We are looking for a Chief of Staff to join our Product team. As the Chief of Staff, you will report directly and be a trusted adviser to the Chief Product & Data Officer. You will develop and manage operational workflows such as quarterly and annual planning, board meeting preparation, and commercial requests from the Revenue organization, and will pursue one-off research projects as IC PM support to the Chief Product & Data Officer. You will analyze and identify where there are opportunities for improvement in the product process and ensure compliance across the organization with R&D rituals. You will champion initiatives to strengthen relationships between product and other departments. Where you will work: This role will be based in our New York City office. You must be willing to work in the office 3 days per week on Tuesday, Wednesday and Thursday. What you will do: • Execute strategic projects across the product organization; dive deep into areas of high priority, • Develop and industrialize operational processes in close collaboration with cross-functional stakeholders, • Support the Product organization's strategic operating rhythm, including managing commercial requests, data governance, ensuring compliance with R&D rituals, and driving our annual/quarterly planning processes, • Champion initiatives to strengthen relationships between product and other departments, • Work directly with the CPO on high-visibility initiativesWhat you will bring to the team:, • 5+ years of experience in a strategic problem-solving role; prior experience in an early-stage startup environment, management consulting or investment banking, • A strong ability to break down unstructured problems into their component parts, recommend solutions, and work with cross-functional stakeholders to implement them, • A combination of a high ownership mentality and detail orientation that has resulted in a track record of delivering operational initiatives, • Strong analytical skills and the ability to synthesize insights from complex data, • A willingness to "roll up your sleeves" and do whatever is necessary to ensure company success, • Experience working in a rapidly evolving startup environment

Job Description We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. Our values: • Together, We Achieve More — collaboration over competition, • Client-First Stewardship — fiduciary excellence as our standard, • Ownership Mindset — alignment of interests across generations What we offer: • Collaborative, high-trust work environment, • Continuing education support and career growth pathways, • 401(k) with company match & bonus program, • Up to 95% company-paid health insurance, • Hybrid work flexibility Position Overview: The Chief Growth Officer (CGO) will be the architect and steward of our firm’s growth strategy — accelerating expansion without compromising our culture or ownership model. This executive will design and direct strategies for expanding our reach through all growth levers: advisor enablement, business development, mergers, strategic partnerships, pricing, and talent acquisition. The ideal candidate is a strategic doer, and must be passionate about our ownership model, aligned with our long-term vision, and excited to accelerate growth. We are open to candidates in the United States with the West Coast Preferred. How you will contribute: • Organic Growth (Brand & Business Development), • Oversee marketing, including digital marketing, SEO/SEM content, analytics, and campaigns that drive qualified leads., • Enhance brand awareness and reputation to attract clients and talent., • Build scalable referral programs and COI programs to fuel growth., • Partner with our Chief Practice Officer to enhance client acquisition and retention efforts., • Inorganic Growth (Mergers & Recruiting), • Partner with our Chief People Officer (CPO) to design and execute our lift-in (single advisor) recruiting strategy to attract top-tier talent aligned with our culture and ownership model., • Partner with our CEO to source and negotiate mergers, guide deal execution with an emphasis on culture, and talent acquisition., • Develop and maintain relationships with potential partners, COIs, and industry leaders., • Strategic Leadership & Collaboration, • Serve on the Executive Committee, contributing to firm-wide strategy and resource allocation., • Direct a team of marketing and business development professionals., • Be a visible champion of our employee-ownership model internally and externally. The attributes and talents that lead to success in the role are: Knowledge: • 12+ years of experience heading sales teams, business development, marketing, or corporate strategy within wealth management, financial services, or related industries., • Demonstrated success driving both organic and inorganic growth strategies within high-touch, UHNW environments., • Strong understanding of marketing/digital marketing and related analytics., • Deep belief in employee ownership, independence, and long-term relationships., • Entrepreneurial mindset balanced with fiduciary discipline., • Collaborative and culturally sensitive; able to align with and embrace firm’s mission and values., • Strategic thinking with a focus on execution., • Excited to accelerate growth within our model, not to redefine it. Who Thrives Here An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual honesty, collaboration, and compassion. A strategic partner once called us “a cocker spaniel”: professional, loyal, warm, and relentlessly devoted. We like that. Physical Demands and Work Environment: Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to 10 pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we provide equal opportunities regardless of race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies. Pay range indicated includes both base and incentive plans, partnership opportunity.