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Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Bachelor’s degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits. Hours & Work Schedule • Hours per Week: 40, • Work Schedule: M-F (Branch Hours)\n Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. \n Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Location: On site at office location listed in job posting. Summary Commercial Relationship Managers are the client-facing key to our core business of commercial banking. You'll nurture banking relationships with high revenue generating organizations to help them achieve mutually beneficial business goals and strengthen our communities. CRMs service a wide variety of business and individual loans to build long-term and profitable customer relationships in order to maximize portfolio revenue growth and asset quality. The most successful individuals in this role are able to build pursue new clients, and ensure we deliver the highest level of service while providing sound asset stewardship through a balance of risk and credit decisions. Key Responsibilities Include Develop new client relationships which generate acceptable returns for the bank Work with the Management and Underwriters to analyze the credit strengths and weaknesses of prospective borrowers and make loan decision recommendations, make recommendations on loan pricing which are competitive with the marketplace and achieve an acceptable return for the bank, and structure loans (term, covenants, collateral, guarantees, etc.) which appropriately protects the bank Work with Management to recognize client needs and matching the bank's capabilities to meet these needs Maintain a thorough knowledge of bank's lending policies and regulatory requirements Maintain proper house-holding of relationships Gather financials for new and renewal opportunities with clients. Prepare Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process. Work directly with the underwriter to ensure accurate reflection of financials and to ensure accurate preparation of Loss Given Default, Probability of default and Risk Adjusted Return on Capital models at time of new/renew requests. Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter Finalize term sheets to meet client and bank needs Engage underwriting to update results of term sheet accordingly and as needed to be reviewed by deal team Builds and maintains a portfolio mix of targeted high value and high potential clients. Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. Work with Manager to coordinate credit decision with Market President, Senior Credit Officer, Executive Credit Officer, Chief Credit Officer and Chief Operations Officer. Create/Prepare Commitment Letter with Management supervision Finalize any required conditions precedent as needed to ensure Loan Closing has all items needed Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions Ensures client adherence to covenants with review of calculations, key provisions, and recommendations according to policy Performs all other duties as assigned Qualifications Include Bachelor (4-year college) degree 6-8 years of experience or an equivalent combination of education and experience Experience with Microsoft Outlook, Word, and Excel About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com . Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Job DescriptionDescriptionThis is not a charter sales job. Why Flight Club Is the Right Move for an Experienced Broker If you've spent years in charter brokerage, you already know the model's ceiling. Every month resets. Every client relationship you've built lives inside a product that's identical to what three competitors quoted them yesterday. You're good at what you do — but the structure works against you. Flight Club changes the math. When you enroll a member, you're not closing a transaction — you're opening a recurring relationship backed by a product that has no real equivalent in the market. No upfront cost to the client, no rigid contract, no commodity pricing war. The friction that kills charter conversions doesn't exist here. Members stay because the experience is genuinely better, not because they're locked in. As a Flight Club Advisor, you're not a middleman anymore. You're backed by Silver Air's own FAA Part 135 certificate, in-house fleet, dedicated Trip Management team, three in-house marketing professionals, a full-service agency, and HubSpot CRM with AI integration — and a platform that is Wyvern Wingman PRO certified and IS-BAO Stage 3 compliant, the highest independent safety ratings in private aviation. When your client flies, you're not hoping an operator delivers. You own the relationship on a platform that delivers. The compounding effect is real: every member you add to your book generates recurring flight activity, referrals, and lifetime value that a transaction-based model structurally cannot. Top Advisors are earning well into the high six figures, with seven-figure potential for those who build a strong book of recurring business. Flight Club is Silver Air's invitation-only private jet membership. Private Jet Advisors don't chase tail numbers, quote trips, or manage logistics. That's handled. Their role is to build trusted relationships with ultra-high-net-worth clients and become their long-term aviation advisor. In New York, that means being present where influence moves and relationships compound — Upper East Side private wealth circles, Tribeca entrepreneurs and investors, family offices, private clubs, luxury real estate networks, philanthropic events, and summer weekends in the Hamptons, where aviation conversations happen naturally and often. The platform is built. We need the right person to leverage it. Great Place to Work Certified. High performance. No chaos. Your book. Your clients. Your career. What You'll DoBuild Your Book • Prospect and develop relationships with ultra-high-net-worth individuals, family offices, executives, and entrepreneurs across target markets — through your existing network, referral channels, and strategic outbound, • Represent Flight Club at private events, charity galas, real estate gatherings, yacht shows, and luxury lifestyle activations where your ideal clients already are, • Convert qualified inbound leads generated by our marketing team into enrolled Flight Club membersSell the Membership, Not the Flight, • Lead consultative discovery conversations that uncover a prospect's travel patterns, lifestyle priorities, and aviation needs — then position Flight Club as the intelligent solution, • Guide prospects through the Flight Balance funding process with complete transparency — no pressure, no fine print, no surprises, • Articulate the full Flight Club value proposition: invitation-only access, tail-specific aircraft selection, Mechanical Recovery Guarantee, curated one-ways, and a luxury lifestyle partner network most clients didn't know existedOwn the Relationship, • Serve as the primary point of contact for every member in your book — responsive, proactive, and relationship-first, • Introduce members to Flight Club's lifestyle partner network — private clubs, villas, yachts, bespoke concierge, and exclusive events — before they have to ask, • Drive referral pipeline through member experience that speaks for itselfOperate Like a Business, • Manage your HubSpot CRM pipeline with precision — every activity logged, every follow-up timed, every opportunity tracked, • Coordinate with the marketing team on campaigns, activations, and member events, • Contribute to the rollout of Flight Club's member travel program — curated group experiences for members flying together Skills, Knowledge and Expertise • 5+ years in a high-performance sales role - luxury, real estate, wealth management, hospitality, or executive services, • Existing network of high-net-worth contacts that flight private — family offices, executives, real estate principals, or wealth advisors, • Demonstrated track record of meeting or exceeding revenue targets, • Experience building relationships with affluent or ultra-high-net-worth clientele, • Natural consultative selling style — you listen first, pitch second, • Exceptional verbal and written communication skills, • Self-starter comfortable operating without a script, • CRM proficiency (HubSpot preferred)Highly Preferred:, • Prior part 135 aviation, charter, or private jet brokerage experience, • Passion for aviation, travel, and the luxury lifestyle space BenefitsWhat You Earn • Base salary + uncapped commission — your book grows, your income grows, no ceiling, • Performance bonuses on Aircraft Management deals (PureJet Management), • 5% matching 401(k) / Roth, • Cell phone allowanceWhat You're Covered By, • Fully paid health insurance — for you and your entire family, • Mental health support, • Travel insurance + pet insurance, • Wellness programs and work-life balance initiatives, • Generous personal development and employee assistance programsWho You're Joining A Team of people who chose Silver Air because the platform is real, the culture is earned, and the opportunity compounds. We're Great Place to Work Certified because we actually work at it. We also invest in your success the way most companies don't. Client entertainment, club memberships, golf outings, gifts, and relationship-building events are supported — not out of pocket. When you're ready to pursue a corporate flight department or a high-value pitch, our executives show up with you. We don't just hand you a product and wish you luck; we help you open doors that take most advisors years to crack on their own.

THIS ROLE WILL BE ONSITE 5 DAYS PER WEEK IN MIDTOWN MANHATTAN. Small office of a global investment firm seeks an experienced Client Support/Office Manager to join their team. This person will be responsible for : US Client Service (55% of time) · Update APX and client portal for new/closed accounts and contacts · Quarterly invoice review · Executive reporting · Create client presentations (entry level) · Advisory channel support o Enter leads (Stage 0 Opportunities) into Salesforce for Advisory Channel o Check custodian interfaces for advisor channel activity (pull down/save reports) o Advisory sales tracking (pull down/save reports) · Work with sales associates to assist in ongoing CRM maintenance · Validate and track client cash flows NY Office Management (25% of time) · Provide professional front desk presence and premium service · Intraday conference room and pantry maintenance · Process mail and packages · Receive and put out meals for special events as needed · Receive and stock weekly coffee, fruit, dairy product deliveries · Provide weekly inventory of office supplies to Office Management team Private Wealth US (20% of time) · Work with custodians and clients on tax reporting, LOAs, cash requests; countersignatures, filing and secure digital storage. · Print and distribute monthly and quarterly reports via mail and ShareFile · Deposit checks Bachelor's degree and 3+ years of experience as in Client Support and Office Management in a fast-paced setting.

Job Title Senior Counsel, Bank Regulatory Legal Corporate Title Director Location New York City or Washington DC Overview As Senior Counsel, Bank Regulatory Legal, you will serve as a strategic advisor to Deutsche Bank AG’s (the “Bank’s”) businesses and infrastructure functions on bank regulatory matters arising from the Bank’s Americas and global activities. This role requires a pragmatic, experienced lawyer who can deliver clear, commercially practical advice in a specialized practice area within a large, complex global banking organization. Deutsche Bank is a leading global banking organization headquartered in Frankfurt, Germany, with a substantial and strategically important U.S. presence that includes its New York Branch, Deutsche Bank Trust Company Americas, and Deutsche Bank Securities Inc. The Bank’s U.S. activities are subject to extensive oversight by the Federal Reserve and the New York State Department of Financial Services, among other key regulators The Bank Regulatory Legal team provides strategic legal advice on U.S. bank regulatory matters affecting the Firm’s business activities in the United States and its U.S. intermediate holding company structure. This is an opportunity to join a high-impact legal team supporting the Bank’s Americas platform. What We Offer You • A diverse and inclusive environment that embraces change, innovation, and collaboration, • A hybrid working model, allowing for in-office/work-from-home flexibility, generous vacation, and personal and volunteer days, • Employee Resource Groups support an inclusive workplace and create opportunities to engage with and learn from one another, • Comprehensive benefit plans, including health and wellbeing benefits, retirement savings plans, backup childcare, generous parental leave, and family building benefits, • Educational resources, matching gifts and volunteer programs What You’ll Do • Advise business and infrastructure functions on the permissibility of activities, transactions, investments, new business initiatives, divestitures, reorganizations, and products and services affecting the Americas platform under applicable laws and regulations, including New York Banking Law, the National Bank Act, the Federal Reserve Act, and the Bank Holding Company Act, • Prepare, review, and advise on regulatory applications, notices, and other submissions and communications relating to the Bank’s activities and strategic initiatives, • Advise internal stakeholders on bank regulatory matters, including regulatory developments that affect the Bank’s Americas platform, • Report to the Head of Bank Regulatory Legal and collaborate closely with business line legal teams How You’ll Lead • Advise Legal senior management in the Americas on strategic and tactical responses to regulatory expectations, • Partner with regional business and infrastructure leaders on significant bank regulatory matters, • Support regulatory engagement, examinations, and supervisory matters in coordination with Regulatory Management Group Skills You’ll Need • Extensive experience advising on U.S. bank regulatory law, including the Bank Holding Company Act, the Federal Reserve Act, the Dodd-Frank Act, New York State Banking Law, and the implementing regulations thereunder, including Regulations K, O, W, Y, and YY as well as supervisory expectations, • A proven track record of broad, deep experience engaging with regulatory authorities on applications, notices, resolution plan submissions, supervisory interactions, U.S. bank examinations, and related matters, including enforcement matters, • Experience working with Finance, including Treasury and Risk Management, on bank regulatory legal issues, including strategic internal reorganizations, acquisitions, and legal entity structure and governance requirements, • Experience with, and a strong understanding of, the Investment Banking, Capital Markets, Private Bank, and Wealth Management lines of business, including advising on the permissibility of activities and Regulation W issues, • Knowledge of U.S. regulatory reporting requirements, resolution planning requirements, and capital rules along with strong analytical and organizational skills, sound judgment, clear written and verbal communication skills, and bar admission in good standing Skills That Will Help You Excel • A proactive, forward-looking approach to legal advice, • Ability to develop practical, tactical, and strategic responses grounded in sound commercial judgment, • Strong communication and stakeholder management skills, • Experience in an in-house bank regulatory legal function, a law firm financial institutions regulatory practice, or a bank regulatory agency legal role, • A strong risk awareness and mitigation mindset paired with sound commercial judgment Expectations It is the Bank’s expectation that employees hired into this role will work in New York City or Jacksonville, Florida, in accordance with the Bank’s hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York and Washington DC is $170,000 to $308,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a meaningful impact on our colleagues. That’s why we focus on providing benefits and perks that enable our colleagues to live authentically and bring their whole selves to work at every stage of life. We provide physical, emotional, and financial wellness benefits that help our colleagues remain financially secure and maintain balance between work and home. Click here to learn more. Learn more about life at Deutsche Bank through the perspectives of our current employees: https://careers.db.com/life The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice, please email HR.Direct@DB.com. #LI-HYBRID

Job Title: Operations Specialist (Career Growth Path) Location: New York, NY (In-Office) Compensation: $85,000 – $110,000 Base Salary + Performance Bonus The Opportunity Join a premier, high-growth wealth management firm managing over $1.2 Billion in AUM. We specialize in comprehensive financial planning for physicians and are one of the fastest-growing branches within the Osaic network. As we scale at over 30% per year, we are looking for a foundational operations professional who wants to build a long-term career with us. Long-Term Career Path We are seeking a candidate who truly enjoys the operations side of wealth management and intends to stay and grow in this field for several years. This is not a "stepping stone" to becoming an advisor; it is a path to operational leadership (Operations Manager, Lead Operations or Chief Compliance Officer). Core Responsibilities • Independent Execution: You are a self-starter who does not need to be micromanaged. You own your desk, manage your own schedule, and ensure nothing falls through the cracks., • Account Setup Excellence: Take full ownership of the end-to-end opening process for Individual, Joint, 529, and Entity accounts. You ensure every document is submitted correctly the first time, proactively catching errors to guarantee a smooth experience., • FA Partnership & Feedback: Act as a true partner to our Financial Advisors. This includes understanding their priorities, managing expectations, and providing regular feedback on task status., • Critical Deadline Support: Lead the charge during peak periods (Tax Season and Year-End) on last-minute account openings, funding, and contribution/distribution requests., • Money Movement & Funding: Execute ACAT/non-ACAT transfers, wires, and check distributions. Proactively assist advisors with the formal funding of Revocable Trusts., • Retirement & Tax Support: Oversee RMDs, QCDs, Rollovers, and DAFs. You must be able to spot and fix errors—such as IRA over-contributions—before they cause tax issues. Technical Requirements • Experience: Minimum 2-3 years specifically supporting Financial Advisors in an operations role., • Mandatory Skills: You must have extensive, hands-on experience opening new accounts and managing the full Rollover processing lifecycle., • Platform Mastery: Understanding of the broader Broker-Dealer/RIA landscape (e.g., Schwab, NFS) and how to resolve NIGO issues independently is a major plus., • The "Error Anticipator": You look three steps ahead to prevent mistakes before they happen. Benefits & Perks • Retirement: 401(k) plan with firm contribution/match., • Health: Comprehensive Health, Dental and Vision insurance., • Time Off: Paid Time Off (PTO) package., • Bonus: Annual performance-based incentives tied to accuracy and firm growth.

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in a dynamic, entrepreneurial environment. Bachelor's degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Ideal candidate lives in the New York area and is excited to meet with clients in person, if needed, and has the required FINRA licenses active in good standing. The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital role in helping clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for high-net-worth client households. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach. At Empower, our mission is to empower financial freedom for all, and our vision is to transform financial lives through advice, people, and technology. As a Sr. Private Wealth Advisor - Practice Lead, you bring that mission and vision to life—ensuring that every client interaction is Easy, Personal, and Enlightening. This role requires a natural leader, someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth Advisor and a Client Experience Specialist. While not a people management position, this role will set the tone for how the team shows up for clients: leading with empathy, clarity, and insight to deliver a first-class experience. This is an opportunity to help build a first-class client experience and make a meaningful impact on the financial lives of the clients we serve. What You Will Do Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of high net worth Empower clients Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education. Collaborate with your advisory team resources to grow and maintain strong long-term relationships with highly valued clients Comprehensive relationship management to be conducted via phone, email, and virtual meetings. Engagement is both proactive and reactive. Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness. Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients. An ability to clearly explain the 'Personal Strategy' investment strategy; recommend, implement, and review investment strategies that align with clients' risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions. Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, income optimization, tax-advantaged savings strategies, and education planning. This role will collaborate with Financial Planning Specialists on complex issues or comprehensive financial plans. Effectively coordinate with advisory team and various EPW stakeholders for client-related requests. Willingness and ability to effectively delegate, coach, train, and develop colleagues and resources. Travel required to meet with clients face-to-face and build strong relationships. What You Will Bring Bachelor's degree in business or related discipline or equivalent experience 10+ years related work experience in financial services and client experience, in a Wealth Advisory capacity Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required. FINRA Series 65 required FINRA fingerprinting required CFP strongly preferred Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills Exceptional at delivering effective client consultations - always composed, professional, and skilled at establishing trust and building long-term client relationships Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems Demonstrated success with high-net-worth clients, complicated planning, NPS, and client retention #pjpw #pjhtf What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time — 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $136,800.00 - $198,375.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer - Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. *For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.* Job Posting End Date at 12:01 am on: 06-23-2026 Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency (https://www.empower.com/the-currency) and sign up for Empower's free newsletter. Workplace Flexibility: Remote - Must reside within territory

Personal Financial Advisor (Private Wealth). Personal Financial Advisor (Private Wealth). Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management.

About Secfi Secfi is building the leading investment platform for founders and tech employees to unlock the full value of their pre-IPO equity (option- and shareholdings) and multi-family office for the next generation of affluent tech entrepreneurs. We manage and raise private funds investing in leading pre-IPO companies. We provide tens of thousands of executives, employees and founders with tax and equity planning. And we are building a multi-family office investment management platform. With a highly differentiated origination funnel, tech-enabled operations, and growing LP demand, we’re scaling rapidly. We are entering our next phase of scale and are hiring a Chief of Staff to work directly with the CEO and management team to accelerate execution across the company’s most critical initiatives. About the role • This is a high-trust, high exposure role at the center of the company., • You will work closely with the CEO/CIO on high-impact corporate strategy, partnerships, and fundraising initiatives. This role requires both intellectual rigor and practical execution, combining strategic thinking with the ability to deliver at speed., • You will be responsible for supporting leadership in shaping and executing company strategy, managing critical partnership and fundraising initiatives, and ensuring the development of high-quality materials and analysis., • This position is ideal for someone from a top investment banking, management consulting (MBB), or private equity/venture capital background who thrives in a fast-paced environment, can quickly grasp complex problems, is highly analytical and can communicate insights and recommendations concisely., • This is not just a strategy role; we’re looking for someone who can think like an advisor and execute like an operator. You must have a flexible agenda and can-do mindset. Travel will be required as part of this role and you’ll have to align your schedule to the timezone the CEO/CIO operates in. This will mostly be ET and CET. Location: • This role is based is preferably based in New York, • For the right candidate it's possible to start this role in Amsterdam and relocate to NY later, • In office 3+ days a week + travel requirements What you’ll do: • Partner directly with the C-suite to help build a best-in-class fintech and asset management firm, • Shadow the CEO/CIO and Founder in critical meetings and execute on next steps, turning discussions into execution with speed and precision, • Support key corporate projects including strategic partnerships, shareholder discussions, board meetings and company-wide strategy, • Be an absolute Excel ninja and PowerPoint wizard. You should be deeply numerical and be able to convert complex data into simple and straightforward stories and slides, • You're able to talk confidently with founders, CEOs and CFOs of growth and unicorn stage companies, as well as various institutional investors and family offices, • Support Management Team members in their strategic plans, e.g. the head of Product in product strategy and roadmap + research, the head of BD with a new pricing strategy for partnerships and the head of marketing with a new plan for targeting founders and CFOs, • Contribute to our capital raising efforts for our PE/VC style late-stage investment funds, • If you have no interest in technology and exploring the use of AI in your day to day; don’t apply What you’ve done: • 4–7 years of experience in top-tier investment banking (Top tier bank), management consulting (McKinsey, Bain Consulting or Boston Consulting Group) with an affinity to finance, or private equity/venture capital, • Exceptional analytical, problem-solving, and quantitative skills, • Exceptional proficiency in Excel (modeling, analytics) and PowerPoint (high-quality presentations) and ability to distill the key narrative (Pyramid principle) and present accordingly, • Strong communication skills with the ability to break down complex concepts into concise, actionable insights and communicate with senior (third party) executives, • Self-starter mindset with the ability to work independently in a fast-paced environment, • Strong interest or exposure to technology, wealth management, venture capital, or growth-stage investing Also important • Fluent in English, • Curious, optimistic and positive mindset, • Have fun at work

Position: Client Manager Location: NYC, in office 5 days a week Salary: 75-80k Required Skills & Experience: • 1-3 years of sales experience, • Bachelor's degree, • Ability to thrive in a fast paced, dynamic environment, • Ability to manage time effectively, setting and meeting deadlines while maintaining quality of work, • Self-motivator with a collaborative spirit, • Flexibility in adapting to new technologies and environments, • Based in NY/NJ Nice to Have Skills & Experience: • Strong understanding of investment products, financial markets, and account management processes., • Degree in finance, business or related fields, • Experience working with clients in the financial services space Job Description: One of our top software wealth management clients is looking for a Client Manager to join their dynamic team. The Client Manager's responsibility will be to connect with prospective clients, understand their financial goals, and match them with the most suitable advisor in the company's network. The Client Manager will play a crucial role in fixing a broken financial advisory system and helping clients make better financial decisions while working with a company that truly puts integrity and the consumer first.

Position: Account Executive Location: NYC, in office 5 days a week Salary: 85k base, up to 125k OTE Required Skills & Experience: • 1-3 years of sales experience, • RIA experience, • Ability to thrive in a fast paced, dynamic environment, • Ability to manage time effectively, setting and meeting deadlines while maintaining quality of work, • Self-motivator with a collaborative spirit, • Flexibility in adapting to new technologies and environments Nice to Have Skills & Experience: • Bachelor's degree in finance, business or related field Job Description: One of our top software wealth management clients is looking for an Account Executive for their wealth platform to join their dynamic team. The Account Executive's responsibility will be to connect with prospective clients, understand their financial goals, and match them with the most suitable advisor in the company's network. The Account Executive will play a crucial role in fixing a broken financial advisory system and helping clients make better financial decisions while working with a company that truly puts integrity and the consumer first.

Job Description Banking Digital Strategy ConsultantJob Details • Banking Digital Strategy Consultant – Financial Services & Insurance (Contract), • Location: New York NY 10012 preferred. Open to Remote EST/PST time zone (EST Preferred)., • Duration: 10/07/2025 to 1/26/2026, • Team: Sales - DSG FSI About the Role:, • As a Banking Digital Strategy Consultant, you will be leading key workstreams as part of strategy consulting engagements for leading banking customers. During each engagement, you will collaborate with a team of experts at Adobe with experience from leading consulting & FSI companies to conduct analyses, develop insights, and deliver impactful recommendations. You will advise industry executives and utilize your experience to become a trusted advisor to clients, and serve as a thought leader on trends, digital innovation, and use cases for Adobe technology. Required Skills & Qualifications:, • MBA preferred, but not required, • 5+ years in strategy consulting advising for/ operating at Universal banking (retail/commercial banking/Wealth Mgmt.) or a major regional bank through an enterprise level digital transformation, • Experience leading major workstreams in a top management consulting firm or digital agency, • A track record of strategy formulation and translating strategy into plans that deliver results., • Executive presence, with experience presenting to VP+ level stakeholders., • Excellent written and verbal client communication skills, • Strong problem solving and analytical skills including talent for conducting research, analyzing data, developing hypotheses, sharing thoughts with peers / leaders at Adobe, and crafting effective recommendations, • Track record of achieving impact through others, and effectively collaborating across functions, • High degree of intellectual curiosity and ability to absorb new concepts quickly, • Willingness to travel up to 20%. Compensation:, • Up to $59.86 per hour.#36466541

Job Description WEALTH MANAGEMENT EXECUTIVE SEARCH Relationship Manager – High Net Worth Tax & Family Office Services OVERVIEW A well-established $5B+ Multi-Family Office in New York City is seeking an experienced high-net-worth tax professional to join the firm as a Relationship Manager supporting ultra-high-net-worth clients ($25MM–$50MM+). This position offers an exceptional opportunity to transition from the traditional public accounting environment into private industry while maintaining a sophisticated and intellectually engaging tax practice with improved work/life balance. The role involves detailed review of complex individual, gift, trust, partnership, and foundation tax returns, while working closely with an established client base on tax planning, financial management, and family office-related advisory matters. The successful candidate will have the opportunity to work directly with senior leadership and gain exposure to broader family office services and relationship management responsibilities. KEY RESPONSIBILITIES • Review complex individual, gift, trust, partnership, and private foundation income tax returns for ultra-high-net-worth clients, during tax season., • Serve as a trusted advisor and relationship manager to an existing base of HNW and UHNW families regarding tax-related matters and financial management needs., • Assist in providing tax-based planning advice across estate, gift, trust, partnership, and philanthropic structures., • Collaborate directly with the Managing Director and senior leadership on client strategy, planning initiatives, and family office service delivery., • Coordinate with external advisors including CPA firms, attorneys, investment professionals, and other third-party service providers., • Participate in broader family office services and relationship management initiatives while helping to ensure an exceptional client experience., • Maintain awareness of evolving tax legislation and planning opportunities impacting high-net-worth individuals and family entities. QUALIFICATIONS AND EXPERIENCE • 10+ years of diversified high-net-worth tax experience within a CPA firm, multi-family office, single-family office, or comparable UHNW tax environment., • Strong technical expertise reviewing complex individual, gift, trust, partnership, and foundation tax returns., • Experience advising high-net-worth and ultra-high-net-worth clients on tax planning and wealth management-related matters., • Proven ability to interact directly with sophisticated clients and maintain strong long-term relationships., • Ideal opportunity for a Senior Tax Manager, Director, or Principal seeking to remain focused on the HNW tax space while moving away from billable hours and toward a more client-focused, relationship-oriented role with greater work/life balance and broader family office exposure.

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Mercer Advisors is a leading wealth management platform on a mission to create the context where leading fiduciary professionals can do the best work of their careers. Our M&A and organic growth strategies have fueled 30%+ annual growth, and we're committed to building the industry standard of integrated wealth management. We partner with high-performing advisory firms to expand our geographic footprint, deepen our capabilities, and create long-term value for clients, partners, and employees. M&A is a core engine of our growth and value creation. Executing this strategy successfully requires intentional integration of the partner firm's entire team. Compensation is a critical lever in that integration, directly influencing engagement, retention, and long-term alignment with the firm's objectives. The Sr. Manager, New Partner Compensation Programs is accountable for end-to-end compensation strategy, execution, and governance for acquired partner firms. This role sits at the intersection of Partner Development, People, Finance, and Legal, ensuring that compensation decisions made during transactions are intentional, well-understood, and executable over time. Essential Job Functions for this role include: Deal-Stage Compensation Diagnosis and Strategy • Assess and diagnose current seller compensation plans., • Partner with Partner Development, Finance, People, and Legal during diligence and deal structuring to design aligned compensation approaches., • Model compensation scenarios and clearly articulate tradeoffs and considerations., • Ensure compensation commitments made during negotiations are deliberate, documented, and operationally feasible post-close. M&A Compensation Frameworks and Playbooks • Own and maintain clear, scalable compensation frameworks for M&A, including standard models, transition approaches, and exception criteria., • Define governance for bespoke arrangements, including tracking, sunset provisions, and conversion to standard plans., • Create repeatable playbooks, tools, and documentation used by deal teams, People Partners, Rewards, and Finance., • Develop clear education materials for incoming partners explaining Mercer's compensation philosophy, programs, and what to expect over time. Post-Close Compensation Integration and Execution • Translate specific compensation commitments into Mercer's compensation cycle., • Manage phased transitions, including multi-year or multi-cycle transitions., • Ensure accuracy and alignment across Compensation, Legal and Finance, • Act as the escalation owner for M&A compensation issues post-close. Ongoing Governance and Industry Expertise • Maintain a centralized, living repository of all M&A compensation commitments., • Serve as the single source of truth for historical M&A compensation decisions., • Build and maintain deep industry expertise in wealth management compensation practices, including advisor, partner, and leadership pay models. Relationship Building • Interact directly with sellers, acting as a credible, trusted partner., • Represent Mercer's culture of collaboration, professionalism, and long-term partnership in all seller interactions., • Partner seamlessly internally, presenting a unified and collaborative front to sellers. Knowledge, Skills, and Abilities: • Strong business acumen paired with compensation expertise., • Strong financial modeling and analytical skills., • Comfort operating in ambiguity and making tradeoffs., • High emotional intelligence and strong executive presence. Able to build trust and credibility with senior stakeholders in high-stakes situations., • Ability to explain complex topics clearly and simply., • Experience in M&A or Corporate Development environments., • Financial Services or Wealth Management experience preferred. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Application Deadline: The initial deadline for applications is 5/15/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $125,000—$150,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! This position is based on commission compensation. But it’s not purely 100% commission. We offer training allowances, bonuses, expense support, licensing incentives, and multiple compensation programs to help new agents get started successfully. We can go over all the details in the interviews. Compensation: $116,000 at plan yearly Responsibilities: • Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Determine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their financial goals Qualifications: • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Valid FINRA Series 7 & 63/66 preferred but not required, • A Bachelor's degree in finance, business administration, or an alternative related analytical field is required, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with the client's interests and priorities. We have over 175 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and your clients, • New York Life ranks No. 69 on the 2025 Fortune 500 list and remains the largest mutual life insurer in the U.S., • Most MDRT members in any United States Mutual company in 2026, • Celebrated for exceptional financial strength with the highest ratings awarded to any US life insurer: A++ (A.M. Best), AAA (Fitch), Aa1 (Moody’s), and AA+ (S&P). Source: Individual Third-Party Ratings Reports, as of 5/19/2025

Job DescriptionSupport and Develop client base using the next generation of wealth platform products for an innovative wealth-tech firm Responsibilities: • Lead one or more advisor portal squads through the ideation, technical development, and launch of innovative products, • Manage one or more full stack squads of developers/engineers, product designers and testers as a product owner, and will have opportunity to build and lead a team of product managers and associate product managers, • Function as the internal owner for product functionality by driving alignment between the offering and client needs, • Drive product development and lead the agile scrum ceremonies as a Product Owner for one or more squads, • Integrate user testing, usability studies, research, and market analysis into product requirements to enhance user satisfaction, • Define and analyze metrics that inform the success of products; collate and report them to the product management leadership, • Create detailed product documentation and ensure documentation stays current as product evolves Requirements: • Experience building consensus and delivering results within an agile framework across engineering, design, and user research teams, • Subject matter expertise with Fintech, Investment, or Wealth-tech products, preferably advisor or investor platforms, • Thoughtful leader with ability to motivate and develop junior product managers, business analysts and cross functional team members to meet and exceed client expectations, • Strong technical writing skills to facilitate the creation of product documentation, • Served as a super user for wealth management, investment advisory, and/or private banking application, • Proficiency in computer science, finance, and/or engineering gained by advanced (MSc or above) academic and/or equivalent work experience For immediate consideration, please forward resume and contact details to: info@ashtonlanegroup.com Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit www.AshtonLaneGroup.com Ashton Lane Group® “A trusted advisor throughout your career”

Job DescriptionManage the team responsible for delivery of core algorithms for a technology-enabled investment platform of an innovative wealth manager Responsibilities: • Manage day to day efforts in delivering investment algorithms and research generated data., • Recruit and mentor Quantitative Development team members., • Work closely with various stakeholders and technology resources., • Lead agile development practices and maintain Jira backlog., • Provide hands-on end-to-end development, testing, and maintenance of quantitative code base., • Perform code reviews to ensure quality meets highest level of standards., • Develop software using high quality standards and best practices, ensure thorough end-to-end unit testing, and provide support during testing and post go-live., • Collaborate with product management and technology teams to ensure appropriate requirements, standards, and integration., • Participate in building and/or defining Research Data & Quant Compute platforms., • Investigate datasets for use in new or existing algorithms. Requirements: • Knowledge of wealth management products, tools, and strategies including ETFs, Mutual Funds, Investment Funds, REITs, • Current/Recent experience leading a quantitative development team, • Proficiency in computer science, computational mathematics, or financial engineering gained by advanced (MSc or above) academic and/or equivalent work experience, • Excellent mathematical foundation and hands-on experience working in the finance industry., • Strong communication (written and oral) and analytical problem-solving skills., • Strong sense of attention to detail, pride in delivering high quality work and willingness to learn., • Proficient in Python, Git, Jira, and SQL and database development (PostgreSQL is a plus)., • Knowledge of databases and quantitative, statistical, and ML/AI techniques and their implementation using Python modules such as Pandas, NumPy, SciPy, SciKit-Learn, Git, Jira, and SQL, • Experience delivering products using commercial optimizers (Gurobi, CPLEX) is a plus. For immediate consideration, please forward resume and contact details to: info@ashtonlanegroup.com Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit www.AshtonLaneGroup.com Ashton Lane Group® “A trusted advisor throughout your career”

Job DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation: $90,000 - $100,000 Responsibilities: • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • 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 career 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: • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Up-to-date FINRA Series 7 & 63/66 documents are a bonus, • 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 DescriptionDescriptionWe are seeking a Senior Vice President, Business Development Officer to lead advisor recruiting and business development efforts with advisor teams and independent RIAs throughout the Northeast territory, including Virginia, Washington DC, Maryland, Delaware, Pennsylvania, New York, Connecticut, Rhode Island, Massachusetts, New Hampshire, Vermont, and Maine. This role is responsible for originating, advancing, and closing complex business development opportunities with established advisor teams and independent RIAs across the region, typically representing $300MM+ in assets under management. The Business Development Officer serves as the primary relationship owner throughout the evaluation process, guiding prospective partners from initial engagement through due diligence, commitment, and transition. The role requires a consultative sales approach and close coordination with internal partners across investments, operations, compliance, technology, and transition teams to deliver a seamless experience for prospective advisor teams. This position is designed for a senior business developer who can operate with significant autonomy and is directly accountable for driving meaningful asset and revenue growth within the Northeast territory. ResponsibilitiesAdvisor Recruiting and Opportunity Origination • Originate and develop new opportunities with breakaway advisor teams and independent RIAs throughout the Northeast territory., • Focus on strategic opportunities involving advisor teams with $300MM+ in assets under management., • Lead discovery discussions to understand advisor business structures, economics, growth objectives, investment platform needs, and operational requirements., • Position Concurrent’s platform capabilities, investment resources, and operational support to meet the needs of sophisticated advisory businesses.Opportunity Leadership, • Serve as the primary relationship owner and deal lead from initial engagement through commitment and onboarding., • Guide advisory teams through long-cycle decision processes involving multiple stakeholders., • Coordinate internal partners across investments, operations, compliance, technology, and transition teams to support the business development process., • Maintain disciplined advancement of opportunities and proactively address diligence, structural, and operational considerations.Territory Development and Pipeline Management, • Develop and execute a business development strategy for the Northeast territory., • Build a strong presence in key advisor markets across the region including Boston, New York City, Philadelphia, and Washington DC., • Maintain a consistent pipeline of qualified opportunities and manage accurate opportunity tracking within the firm’s CRM., • Build relationships with key centers of influence including custodians, consultants, recruiters, and industry partners across the Northeast., • Represent Concurrent at industry conferences, meetings, and targeted events throughout the territory.What Success Looks Like Success in this role is defined by the ability to consistently originate and advance high-quality opportunities with large advisor teams and RIAs across the Northeast territory. The Business Development Officer builds a strong pipeline of qualified prospects, develops trusted relationships within the advisor community, and successfully guides complex opportunities through the full evaluation process. Over time, this individual becomes a recognized presence within the region and plays a key role in expanding Concurrent’s advisor footprint and assets under management by partnering with high-quality advisory businesses aligned with the firm’s long-term growth strategy. Qualifications • Minimum of 10 years of experience in financial services business development, advisor recruiting, or institutional sales., • Demonstrated success sourcing and closing complex opportunities with large advisor teams or RIAs., • Strong understanding of the independent wealth management landscape, including custodial platforms, RIA structures, and advisor transition dynamics., • Experience managing long-cycle, multi-stakeholder sales processes., • Strong executive presence with the ability to engage senior advisor teams and RIA principals., • Bachelor’s degree in Business, Finance, or a related field preferred.Compensation Salary: $150,000 – $200,000 annually, plus sales incentive compensation. Final compensation will be determined based on several job-related factors, including location, relevant skills, professional licensure, experience, and education. Location and Travel This role is remote and must be based within the Northeast territory. Ideal candidates will reside in a major advisor market within the region such as Boston, New York / New Jersey, Philadelphia, or Washington DC, though candidates located elsewhere within the territory will be considered. Travel throughout the Northeast is a core component of the role and includes meetings with prospective advisor teams as well as periodic travel to the firm’s headquarters in Tampa, Florida. Travel may approach approximately 50% depending on pipeline activity and opportunity development. Benefits • 401(k) matching, • Dental Insurance, • Flexible spending account, • Health insurance, • Life insurance, • Paid time off, • Vision insurance

Job Description Position: Private Client Account Executive Department: Personal Risk Management Employment Status: Full-Time, Remote Optional Office Location: 22 Vanderbilt New York, NY About Us: Personal Risk Management Solutions is a boutique personal insurance brokerage focused on the unique needs of successful individuals and families. We are currently seeking motivated and detail-oriented Private Client Account Executives to join our dynamic team. This role is essential in providing comprehensive support to clients, ensuring a high level of customer service and is an integral part of our service team, which is well known for being among the best in the business. Job Summary: This role is a lead contact for our high net worth clients and their families and will involve building positive and impressive long-term relationships. Key responsibilities include communicating with and visiting with clients, family offices, wealth advisors and responding to their questions, proactively contacting them for necessary follow-ups. As a Private Client Account Executive, you will be responsible for a variety of client focused tasks and will be an integral part of a team who services our client accounts, ensuring customer satisfaction throughout the process. This is an excellent opportunity for someone looking for a growth opportunity within the insurance industry while gaining valuable experience in a supportive and collaborative environment. Key Responsibilities and Duties: • Act as an insurance advisor to clients; make recommendations and suggestions best suited for their personal needs., • Negotiate with underwriters by utilizing comprehensive, creative thinking to implement best possible solutions, using knowledge of current markets and insurance products available., • Obtain quotes and create proposals to formulate a comprehensive insurance program once carrier negotiations are complete., • Determine strategic placement of new clients through analysis of current insurance program., • Discuss claims with clients and manage the claims process until conclusion. Ensure that clients are extremely satisfied with the outcome., • Drive renewal process by analysis of client's insurance program and marketplace opportunities. Basic Responsibilities: • Respond promptly to incoming calls, and e-mails, • Comply with company policies, practices and procedures, • Attend meetings and prepare follow-up as needed, • Set goals, prioritize and execute duties of the position, • Manage documents, files and electronic information in an organized, efficient and secure manner, • Perform quality and quantity duties as expected for position, • Complete company required training courses as assigned Qualifications: • Bachelor's degree (B.A.) from four year college or university; or, • Three years minimum related experience and/or training., • Property & Casualty license, • Knowledge of personal insurance products offered through Chubb, Berkley One, Pure, Cincinnati and Private Client Select., • A "people person" with superior client service orientation and attention to detail., • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), • Strong organizational skills with the ability to manage multiple tasks and priorities., • Adaptability to a changing environment, • Excellent written and verbal communication skills., • Professional demeanor with a customer-focused attitude., • Ability to work independently in a fast-paced environment, as well as part of a team. New York pay range$90,000—$110,000 USD

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans. This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor. In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools. You will collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions. Success in this position requires a genuine passion for financial planning, along with self-motivation, flexibility, strong attention to detail, a process-driven mindset, analytical skills, high follow-through, and excellent communication abilities. Essential Job Functions for this role include: The Financial Planner's responsibilities include, but are not limited to: • Preparing financial plans for prospective and existing clients, including:, • Cash flow and spending plans, • Investment analysis, • Retirement projections, • Social Security analysis, • Education funding analysis, • Stock options analysis, • Estate planning analysis, • Tax planning, • Asset protection and risk management needs analysis, • Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation., • Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans., • Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness., • Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations., • Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning., • Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes. Knowledge, Skills, and Abilities: • Bachelor's degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance., • Completion of CFP® coursework., • A minimum of one year of financial industry–related experience preferred., • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred., • Strong verbal, written, analytical, and organizational skills., • Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment., • Customer service–oriented mindset; coachable and eager to learn., • High level of discretion and ability to maintain confidentiality., • Flexibility and adaptability in a fast-paced environment., • Ability to travel up to 10%. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $76,500—$90,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Role Context InvestCloud is a private-equity backed platform business supporting over $6 trillion of assets globally, with deep, long-standing relationships across the asset and wealth management ecosystem. The firm works with many of the world's largest wealth managers and asset managers, operating at true institutional scale. Private markets are rapidly becoming a core part of wealth portfolios - but the industry infrastructure has not kept pace. Most wealth managers still rely on manual processes, fragmented data, bespoke integrations, and operational workarounds to deliver private market exposure. This fundamentally limits scale, degrades client experience, and slows advisor adoption. InvestCloud's Private Markets Network (PMN) is designed to change that. PMN is a network-level execution and processing platform that enables private market investments to be delivered at managed-account scale, with the same operational discipline, control framework, and integration model that wealth managers expect in public markets. PMN underpins InvestCloud's private markets account capabilities and sits at the intersection of: • wealth managers, • private market asset managers, • custodians and fund administrators, • platform and market infrastructure This role sits at the centre of that transformation, with direct exposure to both the buy-side and sell-side of the private markets ecosystem - and the opportunity to influence how private markets scale across some of the largest platforms in the industry. Purpose of the Role The Strategy and Execution Manager will play a critical role in shaping how PMN is built, positioned, and adopted by the market. *InvestCloud is hiring 2 FTEs, at the Lead and Manager levels. This is not a passive enablement role. The role actively: • shapes PMN’s product and network strategy, • works directly with the market to unlock private markets at scale, • translates real-world adoption constraints into product, rule, and operating model decisions You will work as a close right-hand to PMN leadership, operating at the intersection of product strategy, market engagement, and execution. What You’ll Actually Be Doing This role is broad by design. On any given week, you might be: • Working with a major wealth manager to understand what really blocks them from scaling private markets in managed accounts., • Engaging with private market asset managers to understand product, operational, and distribution constraints., • Helping define how PMN’s rules, workflows, or data models need to evolve to remove those blockers., • Shaping adoption playbooks that determine how the market experiences PMN., • Turning messy client conversations into clear product and network strategy input., • Helping PMN leadership decide what matters next — and what doesn’t. Key Responsibilities Market Strategy & Unlock • Work directly with PMN leadership to shape PMN's market strategy and adoption approach across both wealth and asset managers., • Engage with wealth managers to understand adoption constraints across operating model, governance, data, technology, and servicing., • Engage with private market asset managers to understand product, operational, and distribution constraints that limit their ability to scale through wealth channels., • Help define what it means for both wealth managers and asset managers to be "PMN-ready" — and how to get them there., • Translate market reality from both sides of the network into clear strategic and product implications. Product Strategy & Market Translation • Act as a bridge between the wealth market and PMN product teams., • Influence PMN product direction by grounding decisions in real-world adoption challenges., • Help shape PMN rules, workflows, and operating model assumptions., • Ensure the product roadmap reflects what will actually unlock scale in wealth. Go-To-Market Strategy & Execution Support • Support PMN go-to-market positioning and narratives with real market insight., • Help align PMN sales motions to reduce friction and misalignment., • Prepare materials and analysis for senior internal and external stakeholders., • Take ownership of defined PMN initiatives end-to-end. Adoption, Onboarding & Enablement • Support the creation of wealth and asset manager readiness frameworks, onboarding playbooks, and adoption guides., • Work closely with the team to align PMN onboarding expectations., • Help identify and resolve adoption risks early, after they become delivery issues. Key Stakeholders • PMN Leadership, • InvestCloud Leadership, • Product & Delivery Teams, • PMN Product & Engineering, • Wealth manager investment, platform, operations, and program teams, • Private market asset managers, • Private market service providers Essential Skills & Experience • 4- 5 years experience in management consulting, internal strategy or change roles, or in product-and market-facing roles within wealth management, asset management fintech, or financial market infrastructure., • Demonstrated ability to structure complex, ambiguous problems and turn them into clear insights, recommendations, and actions., • Strong strategic and analytical thinking, with the ability to move fluently between big-picture framing and detailed execution., • Comfortable operating in fast-moving, uncertain environments, with limited precedent or playbooks., • Able to engage credibly and confidently with senior stakeholders, both internally and externally., • Excellent written and verbal communication skills, including the ability to produce clear, high-quality materials for senior audiences. Desirable Skills & Experience • Exposure to private markets, alternatives, or complex investment products (e.g. private equity, private credit, real assets, semi-liquid funds)., • Experience working on or alongside investment platforms, managed accounts, or market infrastructure., • Prior experience acting as a bridge between product, technology, and business teams., • Familiarity with operating model design, onboarding, or adoption frameworks in financial services., • Understanding of the wealth management distribution model and the practical constraints faced by advisors and operations teams. Personal Attributes • Curious, commercially minded, and outcome-driven., • Low ego, high ownership., • Energised by building new platforms rather than optimising mature ones., • Enjoys being close to decision-making and market reality. Why This Role Is Different This role offers: • a front-row seat in reshaping how private markets scale into wealth, • the opportunity to influence product strategy through real market engagement, • access to leading private market asset managers and wealth firms, • direct exposure to a private-equity backed platform business, • You won’t be handed a playbook., • You’ll help define the category. 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. Base salary range: $160-220K . Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off. #LI-BH1

Job Description BBR Partners' Wealth Strategies team serves as a centralized, specialized resource to help ensure clients receive thoughtful, coordinated, and forward-looking advice across their most consequential financial decisions. The team is grounded in a strong foundation of tax-aware planning, recognizing that tax considerations are a key driver of many complex wealth decisions and an essential lens through which broader strategies are evaluated. Within that framework, BBR takes a holistic, family office-style approach—supporting clients and advisors across a wide range of interconnected issues, including trust and estate planning, insurance and risk management, lending and liquidity, and coordination with external advisors. We are seeking a Vice President, Wealth Strategies to serve as a wealth strategist with a primary focus on individual income tax planning operating horizontally across client teams. This role is fundamentally a tax planning role, with additional involvement in insurance, lending, and other wealth management and financial planning functions. Key Responsibilities Client Team Support • Serve as a subject matter expert to client coverage teams on complex tax and planning matters, • Ensure client teams deliver high level and effective advice on tax and other planning topics, • Partner closely with Client Advisors to identify issues, develop strategies, and prepare for client engagements, • Review client materials and third-party analyses to highlight key considerations, tradeoffs, and risks, • Elevate the consistency and quality of planning delivered across the firm Direct Client & Strategic Engagement • Help frame and advance discussions across tax, insurance, liquidity, lending and risk related matters, • Translate complex concepts into clear, actionable guidance for clients and advisors, • As appropriate, participate in client and prospective client meetings as a senior planning resource External Advisor Relationship Management • Develop and maintain relationships with external accountants, insurance advisors, and other service providers, maintaining and curating a list of preferred providers for firm clients, • Manage client referral requests and suggest introductions to ensure client needs are met Internal Education, Content Creation & Platform Development • Partner with internal teams to develop educational materials for clients and prospects, • Curate and generate internal content delivery and updates, • Educate and mentor internal client advisors on tax concepts, keeping them informed about new laws, client updates and best practices., • Develop internal training sessions and presentations Qualifications • CPA with a strong foundation in tax planning and preparation for Ultra High Net worth families, • 6+ years of relevant experience in tax planning and wealth management, with working knowledge of planning techniques and structures related to UHNW clients (life insurance planning, property & casualty coordination, lending and mortgage structuring etc.), • Demonstrated ability to coordinate across multiple advisors and disciplines, • Excellent communication skills, with the ability to simplify complex topics, • Strong organizational and project management capabilities, • High degree of professionalism, discretion, and judgment, • Proven relationship builder, • Problem solving and creative idea generation is highly valued for this role What We Offer • Competitive base salary and incentive compensation., • Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care., • Personalized development and career growth opportunities., • Volunteer opportunities and matching charitable gift program., • Flexible time off, paid parental leave, and Sabbatical with company tenure., • Hybrid remote work environment, "Work from Anywhere" weeks, and business casual dress., • New office space with a variety of perks and amenities including catered lunches and stocked pantry. Additional Information Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $130,000 and $170,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages, commission eligibility, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Job Description We are seeking a Senior Associate/early career level Manager that will partner with both client service leads and peers to deliver financial plans, investment advice and potentially basic estate planning to clients of the firm. This role is ideal for a motivated advisory professional with 2–5 years of experience who is working toward, or has earned, the CFP® or CIMA® designation and aspires to develop into a lead advisor and future partner. This position offers meaningful client interaction, exposure to complex planning scenarios, and a clearly defined career path within a collaborative, growth-oriented firm. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm serving ultra‑high‑net‑worth individuals, families, endowments, and foundations. As a client‑owned firm, Aspiriant is built on deep relationships, sophisticated advice, and a strong culture of collaboration, integrity, and stewardship. Our advisors work in multidisciplinary teams to deliver customized investment management, wealth planning, and family office services. 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. • Collaborative work environment where together we achieve more, • Environment supportive to learning and growing your career, • Team‑based advisory model with access to deep internal expertise, • Clear career progression toward Lead Advisor and firm ownership, • Competitive compensation with performance-based incentives, • Support for professional credentials and continuing education, • Strong emphasis on culture, collegiality, and work‑life integration, • Client‑owned firm aligned with long‑term decision‑making, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Hybrid work arrangement How you will contribute: • Serve as a secondary advisor (to start) for high‑net‑worth clients, participating in client meetings and ongoing relationship management, • Prepare and deliver comprehensive financial planning analyses, including retirement planning, investment strategy, tax-aware planning, estate planning coordination, and risk management, • Work closely with senior partners to develop and implement client investment portfolios aligned with firm philosophy and client goals, • Coordinate with clients’ outside professionals (CPAs, attorneys) to ensure integrated planning solutions, • Support business development efforts, including referrals, prospect meetings, and relationship expansion, • Continuously enhance technical expertise and professional credentials, • Proactively recognize client issues, propose solutions, and add insight to analysis., • Software skills: Powerpoint, eMoney, Salesforce, Black Diamond, • Have a strong desire to develop business for the growth of the firm Career Path Aspiriant is an ownership‑oriented firm. This role is structured for individuals who aspire to become trusted advisors, leaders, and future Principals of the firm. Advancement is based on demonstrated excellence in client service, technical expertise, leadership, and alignment with Aspiriant’s values. Is this you? 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 intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost, they are also warm, passionate and genuine. The attributes and talents that lead to success in the role are: Knowledge: • Strong understanding of investment management, portfolio construction, and financial planning fundamentals Skills: • Experience working with high‑net‑worth individuals and families, • Excellent interpersonal and communication skills with a client‑first mindset Abilities: • High level of professionalism, integrity, and attention to detail, • Entrepreneurial mindset with interest in long‑term partnership opportunities, • MUST be a self-starting individual who takes responsibility for his/her work and diligently sees projects through to successful conclusion while maintaining a high level of communication with team members Experience and Education: We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be: • 2–5 years of experience in wealth management, financial planning, or an RIA environment, • CFP® or CIMA® designation completed or vigorously in progress, • Bachelor’s degree required 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 ten 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 are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to 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. www.aspiriant.com 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.

Job Description Company Information Curinos empowers financial institutions to put customers at the center of every decision. Our AI-first platform transforms proprietary data, advanced analytics and deep financial services expertise into timely recommendations - delivered right where teams work. The result: confident decisions, stronger customer relationships, and lasting, profitable growth. Curinos operates under a hybrid modality and has office locations in New York, Chicago, Boston, Toronto, and London. This role is open to remote candidates based in the United States and able to travel as needed. About the Role We are seeking an experienced and visionary General Manager to lead and grow our Commercial Banking Line of Business overseeing all aspects of business performance, strategic direction, client engagement, and operational excellence. This role carries full P&L responsibility and is accountable for both in-year performance and long-term value creation through sustainable recurring revenue growth. As General Manager, you will define the long-term vision for the line of business while also working cross-functionally to drive an immediate impact through exceptional product delivery, product alignment, and consultative selling. You will collaborate with senior leaders across sales, advisory, product management, engineering, and product delivery teams to execute growth strategies and scale our decision intelligence solutions. You will have a compact, nimble team reporting directly to you while leveraging vast resources in centers of excellence throughout the company. You will also play a critical role in shaping the company’s presence in the market through the development of thought leadership and through high-impact client relationships. This is a rare opportunity to operate with the autonomy of an entrepreneur while having the support of a deeply experienced, high-performing team. If you’re a strategic thinker, commercial operator, and builder at heart, this role offers the platform to lead a line of business with clear market momentum and significant upside. Responsibilities Business Ownership & Growth • Own full P&L and drive performance against revenue, margin, and growth targets, • Define and execute a multi-year strategic plan aligned with company goals, • Identify and pursue new growth opportunities across advisory, data, and software offerings, • Collaborate cross-functionally with product, engineering, sales, and client success to align execution with strategy Client Strategy & Thought Leadership • Serve as a trusted advisor to senior client stakeholders, guiding strategic decision-making, • Develop and share market insights through white papers, webinars, podcasts, and industry events, • Lead consultative sales efforts for high-value engagements and recurring solution adoption Delivery Oversight • Drive quality, innovation, and value realization across products, • Maintain a high-touch engagement model with routine senior-level client interaction, • Contribute to the successful delivery of consulting engagements, ensuring insights are actionable and impactful Team Leadership & Culture • Build, mentor, and lead a high-performing, multidisciplinary team, • Foster a culture of excellence, innovation, and continuous improvement, • Guide junior talent with direct coaching, feedback, and development opportunities Desired Skills & Expertise • 10+ years of experience in financial services, consulting, or enterprise SaaS, with proven business leadership responsibility, • Strong track record of P&L ownership and driving ARR or recurring revenue growth, • Deep subject matter expertise in Wealth, Consumer, Business, Digital, and/or Finance preferred, • Demonstrated success in consultative selling and strategic client relationship management, • Excellent communicator with strong written, verbal, and presentation skills, • Experienced team leader with a track record of managing and developing high-performing teams, • Skilled in cross-functional collaboration with product, engineering, and sales teams, • Bachelor’s degree required; MBA or equivalent experience strongly preferred Why work at Curinos? • Competitive benefits, including a range of Financial, Health and Lifestyle benefits to choose from, • Flexible working options, including home working, flexible hours and part time options, depending on the role requirements – please ask!, • Unlimited PTO policy, floating holidays, volunteering days, and a day off for your birthday, • Learning and development tools to assist with your career development, • Work with industry leading Subject Matter Experts and specialist products, • Regular social events and networking opportunities, • Collaborative, supportive culture, including an active DE&I program, • Employee Assistance Program which provides expert third-party advice on wellbeing, relationships, legal and financial matters, as well as access to counselling services Compensation: This role offers a base salary of $200,000-$240,000 base + bonus and commission potential Applying: We know that sometimes the 'perfect candidate' does not exist, and that people can be put off applying for a job if they do not meet all the requirements. If you are excited about working for us and have relevant skills or experience, please go ahead and apply. You could be just what we need! If you need any adjustments to support your application, such as information in alternative formats, special requirements to access our buildings or adjusted interview formats please contact us at careers@curinos.com and we’ll do everything we can to help. Inclusivity at Curinos: We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, Curinos is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics.

Job Description Position: Senior Product Owner - Wealth Management Location: New York, NY Experience: 7-10+ Years Company Overview Incedo is a US‑based consulting, data science, and technology services firm with more than 4,000 professionals across the US, Mexico, and India. We help clients achieve competitive advantage through end‑to‑end digital transformation, combining deep engineering, data science, and design capabilities with strong domain expertise. Our teams deliver measurable business impact across telecom, banking, wealth management, product engineering, and life sciences & healthcare. Role Overview Incedo is seeking a Product Owner within Product Management to support trading and investment platforms. This role acts as a trusted business partner, driving strategy, leading cross-functional teams, and delivering solutions that enhance advisor experience, trading capabilities, and operational efficiency. You’ll work across trading systems, vendor integrations, and investment platforms—owning product direction in a fast-moving fintech environment. Key Responsibilities Product Ownership & Agile Execution • Own and manage the product backlog, ensuring alignment with business goals, • Define and prioritize features, user stories, and acceptance criteria, • Serve as the final authority on priorities and business value within Agile teams, • Participate in Agile ceremonies (sprint planning, reviews, retrospectives) Strategy & Stakeholder Management • Act as the voice of the business, advisor, and client, • Partner with stakeholders across technology, operations, compliance, and business teams, • Communicate product vision and roadmap clearly at sprint and release levels, • Drive data-informed decisions and business case development Trading / Investment Platform Focus • Improve trading functionality, order management, and trade routing workflows, • Support advisor-facing investment tools and portfolio management capabilities, • Work with vendor-integrated platforms and financial systems, • Ensure solutions align with the full lifecycle of trading and wealth management Delivery & Performance • Define KPIs and track product performance, client satisfaction, and efficiency, • Ensure solutions meet regulatory and compliance requirements, • Continuously evaluate industry trends and fintech innovations Required Qualifications Experience • 9+ years in product management, consulting, or fintech, • Experience as a Product Owner or Product Manager, • Strong experience in Agile / Scrum environments, • Proven ability to lead cross-functional teams without direct authority, • Trading platforms / order management systems (OMS), • Wealth management or advisory platforms, • Financial products (equities, mutual funds, etc.), • Understanding of advisor workflows and client lifecycle Skills • Strong analytical and problem-solving ability, • Excellent communication and stakeholder management, • Ability to translate business needs into technical requirements, • Experience influencing senior leadership decisions Preferred • Certified Scrum Product Owner (CSPO) or similar, • Experience with vendor integrations and financial technology ecosystems, • Exposure to model management, portfolio tools, or advisory platforms

Job Description Aspiriant is recruiting a Senior Associate for our Planning Strategy & Research (PS&R) group. PS&R serves as the central hub for Aspiriant’s wealth planning innovation and client experience. This is a nationwide search, with the opportunity to be located in our San Diego office or our other office locations (Los Angeles, San Francisco, Mountain View, Irvine, Austin, Minneapolis, Milwaukee, Cincinnati, or New York). The Senior Associate will report to the Chief Client Officer. The Senior Associate role is a distinctive opportunity for someone who loves wealth planning and wants to apply that expertise in a broad, scalable way. Rather than working directly with clients, the Senior Associate will help design and evolve our wealth planning platform, developing tools and insights that advisors rely on every day to ensure we deliver a consistent, high-quality, intimate client experience. This is a non-client-facing role without any direct business development duties by design. It is well suited for an individual with prior client-facing experience who seeks to extend that impact across the firm. The Senior Associate partners closely with the Practice (e.g., the firm’s client-facing professionals) and participates with Client Service Operations, Technology, Compliance and other departments to solve complex challenges, improve how the firm operates and bring new ideas into practice. PS&R’s mission is to help advisors foster intimate and durable client relationships that enable clients to achieve their goals, experience peace of mind and live life well. The team builds and maintains the wealth planning platform that helping advisors with the tools, training and processes that make exceptional client service impression intuitive, coordinated and deeply personal. Here are some examples of PS&R initiatives to demonstrate the range of our work: • Prepare quarterly meeting materials that advisors in the Practice can adapt for client conversations, • Develop wealth planning conventions and guidance for consistent use across the Practice, • Design and refine the new client onboarding process, • Improve how the Practice supports clients through major life events, ensuring a thoughtful, caring, and well-coordinated experience in partnership with Client Service Operations, Compliance, and Finance, • Lead the annual client survey process, including related client communications and internal updates, • Coordinate with our Investment Strategy & Research and Client Service Operations Teams to support the Practice with centralized resources during times of crisis (i.e., severe wildfires and other natural events, tariff concerns, etc.), • Work closely with our Client Service Operations and Compliance teams to develop and integrate new steps into our processes to be compliant with new and ongoing regulations 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. • Collaborative work environment where together we achieve more, • Environment supportive of learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Hybrid work arrangement How you will contribute: As part of PS&R, the Senior Associate plays a central role in equipping advisors across the firm to deliver exceptional, highly personalized client experiences. The role will assist with the following: Drive wealth planning innovation and insight • Help monitor emerging trends, strategies and regulatory developments in wealth management and translate them into actionable guidance for the Practice, • Contribute subject matter expertise to develop scalable planning approaches across areas such as retirement, education funding, insurance, charitable giving and complex balance sheet strategies Build tools, processes and intellectual capital • Design and refine the frameworks, templates and other materials that advisors use to guide client conversations, • Strengthen the firm’s planning wealth planning services by improving processes, enhancing usability and increasing consistency across the Practice, • Balance standardization with flexibility to ensure advisors can deliver both high-quality and highly personalized advice Enable and help advisors across the Practice • Develop a deep consideration of advisor workflows, challenges and opportunities to identify areas for meaningful improvement, • Serve as a trusted internal partner, offering guidance, feedback and hands-on support to elevate planning quality across the firm, • Partner with Learning & Development to design and deliver training that strengthens both technical knowledge and relationship management capabilities Collaborate across the firm to enhance the client experience • Work closely with Compliance, Client Service Operations, Investment Strategy & Research, Technology and other departments to evolve our platform and processes, • Contribute to firm-wide initiatives that improve how we help clients through both everyday planning and complex life events Create content and extend the firm’s voice • Develop client-facing and internal content, including presentations, articles, and webinars, that make planning concepts accessible and actionable, • Partner with Marketing to ensure alignment with the firm’s brand and strategic priorities, • Represent the firm externally where appropriate, contributing to our reputation as a thoughtful leader in wealth planning Is this you? 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 achieve their long-term goals. This role is not client facing. Instead, it plays a critical behind-the-scenes role by supporting advisors who work directly with clients. The right candidate will bring prior wealth management advisor experience along with a strong desire to focus their career on enabling others to deliver exceptional, highly personalized client service. We seek individuals who share Aspiriant’s values and vision and who thrive in a collaborative, intellectually rigorous and compassionate environment. A strategic partner once compared us to a “cocker spaniel,” and we embrace that comparison. Our client relationships are grounded in professionalism and strengthened by warmth, care, and authenticity. This role contributes to that experience by equipping advisors with the tools, insights and support they need to serve clients with distinction. The attributes and talents that lead to success in the role are: Knowledge: • Strong technical knowledge of wealth management and a passion for financial planning, including areas such as retirement, charitable giving, education funding, and insurance, • Intellectual curiosity and accountability, with a desire to deepen expertise and contribute meaningfully within a team environment Skills: • Excellent listening and relationship management skills, • Strong attention to detail and follow-through, • Effective project management, with the ability to prioritize across multiple responsibilities, • Commitment to continuous growth and development of leadership capabilities Abilities: • Clear and effective communication skills, both written and verbal, including presentations, • Ability to collaborate across functions and build strong working relationships, • Proactive and adaptable, with a willingness to take ownership of a wide range of responsibilities, • Capability to identify and improve processes to enhance client service and firm efficiency, • Innovative, goal-oriented mindset aligned with Aspiriant’s core values and culture Experience and Education: We consider a range of experience and educational backgrounds that demonstrate the ability to succeed in this role. Typical qualifications include: • Bachelor’s degree, preferably in business, finance, economics, tax, or financial planning, • CFP® designation required, • Three or more years of experience in a wealth management firm serving high net worth and ultra-high net worth clients, • Experience contributing to a wealth management committee within an RIA is strongly preferred, • Proficiency with financial planning tools such as eMoney, • Demonstrated experience across the full financial planning process, including discovery, data gathering, analysis, plan development, implementation, and monitoring, • Strong analytical capabilities and sound professional judgment, • Excellent personal and professional references 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 ten 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 are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to 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. www.aspiriant.com 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.

Job Description THIS ROLE WILL BE ONSITE 5 DAYS PER WEEK. Manhattan office of a global financial client needs a Client Support/Office manager to join their team. US Client Service (55% of time) · Update APX and client portal for new/closed accounts and contacts · Quarterly invoice review · Executive reporting · Create client presentations (entry level) · Advisory channel support o Enter leads (Stage 0 Opportunities) into Salesforce for Advisory Channel o Check custodian interfaces for advisor channel activity (pull down/save reports) o Advisory sales tracking (pull down/save reports) · Work with sales associates to assist in ongoing CRM maintenance · Validate and track client cash flows NY Office Management (25% of time) · Provide professional front desk presence and premium service · Intraday conference room and pantry maintenance · Process mail and packages · Receive and put out meals for special events as needed · Receive and stock weekly coffee, fruit, dairy product deliveries · Provide weekly inventory of office supplies to Office Management team Private Wealth US (20% of time) · Work with custodians and clients on tax reporting, LOAs, cash requests; countersignatures, filing and secure digital storage. · Print and distribute monthly and quarterly reports via mail and ShareFile · Deposit checks

Job Description Tax Planning Manager (CPA/EA) Client Sector: High-Growth Fintech / Wealth Management (RIA) Location: New York City (Hybrid / Remote) Classification: Full-time, Exempt The Opportunity Harrison Gray Search has been retained by a venture-backed, technology-first Registered Investment Advisor (RIA) to find a Tax Planning Manager. Our client is disrupting the wealth management space by combining elite financial advisors with a proprietary, cutting-edge technology platform. This is a newly created role within the Advisor Success team. As the first dedicated tax expert in this department, you will bridge the gap between financial planning and complex tax strategy. This is not a "back-office" tax prep role; you will be a strategic partner to advisors nationwide, providing real-time, high-impact tax advice for high-net-worth clients. Your Impact • Strategic Advisory: Partner with financial advisors to deliver deep-dive tax analysis, including marginal rate modeling, Roth conversions, tax-efficient withdrawal strategies, and charitable planning., • Complex Case Work: Handle intricate equity compensation (stock options) and estate planning implications, integrating them into a holistic financial plan., • Collaborative Planning: Work alongside Trust & Estates and Investment teams to ensure client strategies are unified and tax-aware., • Innovation: Contribute to the development of internal tools, calculators, and workflows that standardize tax planning on our client's proprietary platform., • Growth: As the first hire in this vertical, you will help set the KPIs and standards for the tax planning service, with the potential to move into a leadership/director role as the team expands over the next 18 months. The Ideal Candidate • Credentials: Must be a CPA or Enrolled Agent (EA). An advanced degree (MST, JD, or LLM) is a significant plus., • Experience: 5+ years in financial planning (preferably within an RIA, MFO, or Private Bank) with at least 3-4 years specifically focused on tax planning and advice., • "Living in the World": We are looking for someone who lives and breathes tax law daily. You should be able to pivot quickly when follow-up questions arise and translate complex codes into actionable guidance for advisors., • Software Literacy: Familiarity with Holistiplan, eMoney, MoneyGuide, or RightCapital is preferred., • Mindset: You thrive in a "startup" environment where you are comfortable breaking through walls to get things done correctly. Compensation & Benefits • Competitive Base + Bonus, • Equity: A "ground-floor" opportunity to own a piece of a fast-scaling organization., • Time Off: Unlimited PTO (Our client trusts you to manage your own schedule)., • Retirement: 401(k) with a 3% company match., • Health: Full medical, dental, and vision benefits., • Perks: Access to the firm’s elite financial planning services for your own personal use.

Job Description Are you a fan of interpersonal engagement and excel at devising outcome-focused strategies? Fed up with the predictability of your daily grind and in search of a new opportunity? We are seeking a driven individual with a passion for finance, eager to establish themselves in the financial services sector! The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. If you have outstanding communication skills and a sharp eye for detail, don't hesitate to send in your application today! Compensation: $60,000 - $90,000 at plan annually Responsibilities: • Develop strong relationships within local communities, • Engage in a top-notch training program within the financial services industry, • Analyze cash flow, income, financial status, and other wealth management aspects to assist clients in defining and achieving financial objectives, • Act as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects, • Devise sustainable financial solutions tailored to clients' long-term needs, • Provide support to clients in reaching their financial goals through strategic product, plan, and investment suggestions Qualifications: • Excellent communicator who is willing to provide great client service, • A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary, • Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed, • Preferred Bachelor’s degree, but not required, • FINRA licenses are a plus, but not required Traits of our most successful associates: • Enterprising, • Strong work ethic, • Desire to help people, • Positive attitude, • Integrity About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We have over 175 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and the clients, • #78 on Fortune 100 in 2024, • Most MDRT members in any United States Mutual Company in 2019, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 07/31/24

Job Description WisdomTree is seeking a Head of Financial and Business Intelligence to join our Technology and Data organization, reporting to the Chief Information Officer. This is a senior leadership role and a key thought partner to the COO and President, CIO, and senior business leaders, shaping how WisdomTree turns sales, marketing, client, product, and financial data into sharper strategic insight, better forecasting, and stronger business decisions across the firm. This role will serve as the firm’s central intelligence function, transforming data into actionable insight that informs strategic decision-making across sales, product development, client engagement, and financial management. The ideal candidate will combine deep asset management and distribution fluency with strong commercial judgment, executive presence, and a hands-on operating style, and will be equally comfortable setting the agenda, challenging assumptions, building the analysis, and delivering the narrative to senior leadership. Responsibilities • Set the vision and lead the Financial and Business Intelligence function, establishing the operating model, priorities, standards, and talent strategy for a firmwide capability that serves as WisdomTree’s central source of business and financial insight., • Own the firm’s management information and executive insight agenda, ensuring that reporting, dashboards, and performance reviews are accurate, timely, decision-oriented, and broadly adopted across the organization., • Build and govern a trusted enterprise data foundation for sales, marketing, research, and financial intelligence, including accountability for data quality, metric definitions, controls, governance, and the integrity of underlying ETL and reporting processes., • Generate proactive business intelligence and strategic insight by identifying trends, anomalies, risks, and growth opportunities, and translating data into clear recommendations that improve commercial, product, and financial decision-making., • Lead forecasting, scenario analysis, and performance diagnostics to support resource allocation, business planning, client and channel strategy, and senior management decision-making., • Partner with senior leaders across Sales, Marketing, Research, Finance, and Technology/Data to align KPIs, evaluate business performance, and embed a consistent, enterprise-wide view of results and opportunities., • Build and manage a distributed team model, with analytics partners aligned to major business areas while maintaining centralized standards, shared tooling, common definitions, and consistent governance across the function., • Advance the use of AI and automation across the intelligence lifecycle, applying modern tools and agentic workflows to improve analytical speed, insight generation, forecasting quality, reporting efficiency, and self-service decision support.Required Qualifications/Skills & Experience, • Bachelor’s degree in Finance, Economics, Business, Data Analytics, Computer Science, Statistics, or a related field., • 15+ years of experience in business intelligence, strategic analytics, financial planning, commercial or revenue intelligence, or related roles, including meaningful leadership experience in asset management or closely related financial services., • Strong knowledge of asset management distribution, sales and marketing processes, executive reporting, KPI design, forecasting, trend analysis, and data governance, with the ability to connect data to commercial outcomes and business actions., • Demonstrated experience building trusted reporting environments, improving data quality, and establishing scalable management information practices that are broadly adopted by business stakeholders., • Proficient in Salesforce or comparable CRM platforms, Power BI or similar BI tools, SQL, Excel, and modern data and AI tooling; comfortable working across reporting layers, data models, ETL workflows, and automation-enabled analytics environments., • Experience leading high-performing teams in a distributed or federated operating model, with the ability to balance enterprise standards with strong business partnership., • Excellent leadership, executive communication, analytical, storytelling, and cross-functional influencing skills, with a demonstrated ability to operate strategically while remaining hands-on in analysis and presentation development.Preferred/Nice to Have, • Direct experience working in, or closely supporting, asset management sales, marketing, distribution, product, or client strategy teams., • Experience designing executive dashboards and management reporting used by senior leadership to monitor business performance, commercial trends, and strategic priorities., • Experience developing sales pipeline, net flow, or related forecasting models, ideally in an asset management, wealth, or financial services environment., • Familiarity with product adoption analytics, advisor segmentation, and client intelligence frameworks used to assess commercial effectiveness, identify growth opportunities, and support targeted business actions., • Experience building AI-enabled analytics workflows or agents using platforms such as Databricks AI Agents, Microsoft AI Foundry, Salesforce Agentforce, or similar enterprise AI frameworks., • Advanced degree and/or certifications in Salesforce, Microsoft Power BI, CFA, CAIA, or related analytics disciplines.Compensation for this role:, • Base salary range of $250-300K., • Annual discretionary bonus, payable in cash and/or equity securities consistent with WisdomTree’s policies and procedures, and subject to the terms and conditions of WisdomTree’s equity plan. Base rate offered will be based on candidate’s experience, qualifications, skillset and geographic location (to account for comparative cost of living). Benefits for this Role:WisdomTree offers a comprehensive and competitive benefits package designed to support the health, financial security and overall well-being of our employees. Benefits include:· medical, dental and vision coverage with multiple plan options;· health savings and flexible spending accounts;· employer-paid life, disability and business travel insurance; · 401(k) plan with company match; · flexible paid time off;· educational reimbursement programs;· wellness and fitness activities;· paid parental leave; and· volunteer time off All such benefits are subject to the terms and conditions of WisdomTree’s benefits plans and policies. About Us:WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience. Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real world assets and stablecoins, as well as our institutional platform, WisdomTree Connect™, blockchain-native digital wallet, WisdomTree Prime®, and have expanded into private markets through the acquisition of Ceres Partners’ U.S. farmland platform. The WisdomTree Prime digital wallet and digital asset services and WisdomTree Connect institutional platform are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, in select U.S. jurisdictions and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit https://www.wisdomtreeprime.com, the WisdomTree Prime mobile app or https://www.wisdomtreeconnect.com for more information. Work Smart:Headquartered in New York City, WisdomTree embraces a “Work Smart” philosophy that transcends physical workspace, aiming to optimize productivity, efficiency and effectiveness. Employee time in the office generally is not prescribed, and team leaders are empowered to determine how their teams work best, based on their roles, which may include in-person, in-office engagement. Mission, Vision & Values:WisdomTree is committed to delivering a better financial experience through the quality of our products, solutions and engagement, and to be the leader in delivering best structured access to global asset classes, empowering clients through innovative solutions and long-term performance. WisdomTree employees strive for excellence and innovation, work with transparency and accountability and support each other as a global team. We welcome the applications of qualified individuals who will support this mission and thrive in our collaborative and empowering work environment. Learn more at https://www.wisdomtree.com WisdomTree is proud to be an Equal Opportunity Employer, committed to the consideration of all applicants and existing employees for all positions, and we evaluate qualified applicants without regard to race, color, religion, creed, sex, gender, age, national origin or ancestry, ethnicity, physical or mental disability, veteran status, marital status, sexual orientation, pregnancy, citizenship status, genetic information, or any other status or condition protected by applicable law.

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. About the Role We're looking for a Client Implementation Specialist to lead onboarding for clients in our enterprise segment—registered investment advisor (RIA) firms, independent wealth managers, and multi-family offices, that require sophisticated, scalable solutions. In this role, you'll guide enterprise clients through complex onboarding processes, help them migrate extensive investment portfolios and data systems, and ensure they're positioned for long-term success on our platform. This is a deeply client-facing role, and we're seeking someone who values building relationships, earns trust quickly, and delivers a premium enterprise experience. You'll need to navigate complex organizational structures and stakeholder requirements with professionalism, strategic thinking, and institutional-grade service. At the same time, this role requires a self-starter who can operate independently, manage multiple large-scale onboarding projects, and proactively solve problems without constant oversight. You'll also contribute to product feedback loops and internal onboarding process improvements—balancing independent execution with cross-functional teamwork and training participation. What You'll Do: Client Onboarding Build and execute comprehensive onboarding plans with clear milestones and timelines for enterprise-scale implementations Guide RIA firms and wealth management organizations through complex account setup and large-scale data migration Act as a liaison between clients and multiple stakeholders to gather and reconcile extensive account data across various systems Data Management Monitor large volumes of client data for quality and consistency, proactively resolving discrepancies across multiple portfolios Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs Process ongoing updates from clients and various institutional data sources Coordinate data migrations and system integrations for enterprise-level complexity Education & Enablement Train multiple client teams and departments on how to use the Arch platform effectively Support adoption through ongoing communication, guidance, and strategic check-ins with key stakeholders Participate in internal team training and help refine onboarding best practices for enterprise clients Client Experience Lead onboarding meetings with multiple stakeholders and deliver a high-touch, relationship-driven experience Build trust and rapport with clients through consistent, thoughtful communication across organizational levels Maintain detailed client records and notes in our CRM to ensure continuity and context across complex organizational structures What We're Looking For 3+ years of experience in project management, implementation (SaaS preferred, client services, or finance with enterprise clients) A self-starter with exceptional communication and interpersonal skills, comfortable with C-suite and senior stakeholder interactions Strong relationship management instincts, especially with institutional and enterprise clients Attention to detail and ability to work independently in a fast-paced environment while managing complex, multi-stakeholder projects A proactive mindset and passion for delivering excellent client experiences at enterprise scale Bonus Points If You: Have worked with RIA firms, independent wealth managers, multi-family offices, or large advisory organizations Are familiar with RIA operations, compliance requirements, and wealth management concepts like fee billing, performance reporting, and client portfolio management Have taken finance or accounting coursework Have experience with enterprise software implementations or large-scale data migrations A Note about us: Most of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, move quickly, and deliver exceptional service to our clients. For select roles, we are also open to candidates based in Boston. If a role is open to Boston, it will be listed explicitly in the job location. We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands-on, collaborative environment Some perks of working for Arch include: Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. Great office: Our new home at 199 Water Street gives us a beautiful, energizing space to come together as a team, collaborate more easily, and keep building the next chapter of Arch. Lunch is on Us - We’ll keep the team fueled with lunch in the office, whether you’re catching up with teammates, talking through an idea, or just taking a well-earned break. Compensation Range: $85K - $110K

financial planningbudgetingretirement planningdebt managementrisk managementcfp certificationcompliancewritten communicationverbal communicationclient relationship managementfinancial problem-solvingfiduciary standardholistic financial coachingmentoringworkflow/process developmentmicro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Financial Advisor (CFA or CFP) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households., • Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families., • Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points., • Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates)., • Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication., • Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance)., • Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising. Required Skills and Qualifications: • 3+ years of hands-on, client-facing experience providing holistic financial planning to mainstream households in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant., • Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis)., • CFP® certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work., • Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts., • Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service., • Experience mentoring others, developing workflows, or standardizing planning processes., • Comfort working asynchronously and independently in a remote setting. Preferred Qualifications: • Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms., • Background designing or improving standardized planning processes or digital advisory journeys., • Familiarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory space.

Requisition ID 2026-2301 # of Openings 1 Category (Portal Searching) Administrative Position: Lead, Strategy & Operations Department: Strategy & Operations Reporting to: Chief Operating Officer FLSA Status: Exempt Location: Bentonville, AR; Washington, D.C.; Denver, CO; Jersey City, NJ Walton Enterprises is seeking a skilled, highly motivated and entrepreneurial individual to join the team as a Lead, Strategy & Operations. The ideal teammate will have the demonstrated ability to lead major initiatives, drive strategic and operational coordination across the enterprise, and lead and mentor junior staff while acting as a trusted thought partner to senior leadership. About the Position Oversee major cross-functional initiatives, guide enterprise planning or other processes, and act as a trusted thought partner to senior leaders while coaching junior talent. What you will do As a Lead, you will oversee major initiatives in governance, strategy projects, or household operations. You will drive forward significant organizational priorities at the intersection of client service and shared services, serving as a trusted thought partner to senior leadership. You will mentor Associates and Senior Associates, modeling effective project leadership, and ensure that teams adopt enterprise systems and practices that strengthen efficiency and reporting - without direct management. Responsibilities Lead major cross-functional initiatives in designated focus areas (e.g., governance, strategy projects, or household operations). • Coordinate annual strategy planning and progress tracking or oversee other enterprise-wide processes depending on scope., • Manage workstreams across multiple projects, ensuring clarity of scope, quality outputs, and timely delivery., • Act as a trusted thought partner to the President, COO, and CFO on organizational priorities., • Mentor and guide Associates and Senior Associates, modeling effective project leadership, without positional authority., • Provide oversight for complex household operational projects where relevant., • Support adoption and effective use of enterprise systems and reporting tools across teams. Who we are looking for Skills needed • Strategic and analytical thinking, • Advanced project and change management, • Cross-functional collaboration and relationship building, • Operational planning and governance, • Executive communication and presentation, • Problem-solving and decision-making under complexity Qualifications required for your success • 5+ years of experience in strategy, consulting, financial services, or operations., • MBA preferred. Additional Helpful Experience Includes • Familiarity with wealth and investment concepts., • Exposure to governance and Board-related processes., • Experience in family offices, philanthropy, or mission-driven organizations., • Background in leading or advising on operational improvement initiatives. Personal attributes that support your success • Demonstrates discretion, integrity, and expertise while serving as a trusted advisor to principals and colleagues., • Collaborates respectfully and effectively with others, contributing to a supportive, team-oriented environment., • Approaches challenges with curiosity, bold thinking, and a commitment to continuous learning and innovation., • Maintains a strong focus on results, consistently exercising sound judgment and decision-making., • Brings a visionary mindset, planning strategically for the future with imagination and insight., • Committed to excellence and actively engages with others to accomplish shared goals. All offers of employment are contingent on your successful completion (where permitted by state law) of a confidentiality agreement and background check. In addition, you will need to provide proper identification verifying your eligibility to work in the United States on your first day of work. Benefits Information Compensation Range: $218,000 - $272,000 Benefits Information: We offer a comprehensive and generous benefits package which includes medical, dental, and vision insurance, a 401(k) retirement plan and paid time off. Work Environment and Physical Demands The physical demands and work environment described here are representative of those required to successfully perform the essential functions of this position. Qualified individuals must be able to perform the essential functions of the position, with or without reasonable accommodation. Reasonable accommodations will be made, provided they do not pose an undue hardship to the company. Work is generally performed in a standard office or remote office environment. Duties typically require sitting for long periods; prolonged use of a computer, phone, and other standard office productivity equipment; participating in meetings, communicating by phone, video, and email; and occasional movement within the office or between meeting locations. Occasional lifting of boxes, files, or paperwork may be required. The role is not normally subject to extreme environmental conditions or unusual physical demands. About Walton Enterprises Walton Enterprises supports the personal, philanthropic, and business activity for the Walton family. We are a family-led organization, supporting multiple generations of Sam and Helen Walton's family. We value trust, mutual respect, and a workplace where every associate belongs and can do their best work. We bring together talented people with different backgrounds and viewpoints, support their growth, and empower them to contribute meaningfully. We are an equal opportunity employer committed to a workplace that is free of discrimination and harassment of any kind. All applicants receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, genetic information, or any other status protected by the laws or regulations in the locations where we operate.

ABOUT PARITY: Buildings in our beautiful cities, where we live and work, are producing 40% of the CO2 going into our atmosphere and contributing to climate change. We need to HEAT, VENTILATE, and AIR CONDITION our buildings 24/7. Most of the energy consumed in a building is for our comfort, but 50% of it is wasted! This is because buildings have little to no technology to control this. Parity is a Remote HVAC Optimization as a Service company. We remotely control and optimize HVAC systems 24/7/365 to deliver automatic energy savings and revenue to multifamily residential buildings and hotels. Using advanced algorithms, Parity can predict the amount of energy needed ahead of time to operate a building to meet its occupants' demands and adapt the building's systems and machinery in real time. We save our customers: Time - we automate setpoint adjustments and demand response protocols. Our Pi (Parity Insights) dashboard provides early alerting services when things go down. Money - Parity contractually guarantees the savings that we expect to deliver to our multifamily customers. We also provide quarterly and annual energy savings reports. CO2 Emissions - we reduce a building's emissions by optimizing its HVAC systems and reducing energy waste. THE ROLE We're looking for a Service Delivery Manager to manage and grow strong relationships with our North American client portfolio (U.S. and Canada). As the primary point of contact post-sale, you'll be responsible for ensuring customers receive timely support, clear communication, and consistent value from Parity's service. This includes leading regular check-ins, responding to inquiries, resolving issues, and coordinating with internal teams to address building performance concerns. You'll also help refine internal processes, identify service gaps or opportunities, and contribute to the evolution of our Service Delivery and Customer Success framework. This role is ideal for a self-starter who excels at follow-through, values attention to detail, and is eager to help scale service delivery operations as the business grows. RESPONSIBILITIES Client Success & Relationship Management Own the full post-savings start relationship for a portfolio of North American based clients (U.S. and Canada), from onboarding to renewal Owns the regular cadence of client communication to review energy performance, align on KPIs, and deliver product/service updates Draft clear, client-ready written communications, including performance summaries, issue explanations, and follow-ups Act as a trusted advisor and advocate for clients, building relationships with property managers, board members, and operations teams Identify and execute on opportunities for client expansion, referrals, or testimonials Service Delivery Oversight Lead onboarding sessions and platform walkthroughs with client stakeholders Triage and coordinate resolution of service issues, alerts, and operational challenges with internal teams (Technical Support, Engineering, Product, Measurement & Verification) Ensure documentation (savings reports, year-end reconciliations, support records) is delivered accurately and on time Assist the Measurement & Verification and Service team with building performance, proactively flag underperformance or known issues impeding Parity's service delivery Process & Operational Support Partner with internal stakeholders (Sales, Ops, Product) to align customer needs with internal priorities Contribute to the refinement of internal playbooks, SOPs, reporting standards, and client engagement strategies Track customer issues and requests in internal systems, ensuring visibility, follow-through, and root cause documentation Collaborate with external service providers (HVAC contractors, MEPs, energy consultants) to support on-site work and maintain system continuity Support time-sensitive service needs in coordination with internal Support & Service coverage Partner with internal stakeholders to operationalize contract updates or amendments, including scope changes, revised reporting assumptions, or adjusted service timelines as needed QUALIFICATIONS 6+ years of client-facing experience in service delivery, customer success, technical account management Experience with HVAC systems, building automation (BAS), MEP engineering, or energy management Strong working knowledge of multi-residential or commercial building systems;familiarity with NYC buildings is a plus Proven ability to manage a book of business, balance competing priorities, and maintain high customer satisfaction Excellent communication and interpersonal skills - able to explain technical topics in a clear, confident, and professional manner Strong written and verbal communication skills, with experience drafting polished, client-facing communications on technical or sensitive topics Strong problem-solving skills and ability to coordinate across internal/external stakeholders to drive resolution Strong judgment and prioritization skills; able to assess urgency, risk, and impact in dynamic environments Experience supporting or coordinating fieldwork, system implementations, or mechanical service work Prior experience in SaaS or tech-enabled services preferred Bachelor's degree in Engineering, Building Systems, Sustainability, or a related field is an asset WHY JOIN US? Join our organization in a key role during a period of tremendous growth and directly contribute to its future success. Contribute to a world-changing product that is working to make the world a better place through reduced CO2 emissions in multifamily buildings. Have the autonomy to learn and grow in a fast-moving, start-up environment. OTHER GREAT STUFF: Benefits: Parity offers a comprehensive health benefits package - health is wealth! Flexible work environment: This role will be a hybrid position where you'll be expected to work from our Midtown Manhattan office at least two days a week and attend in-person meetings, events and other obligations as necessary Purpose and Impact: We hire top talent that cares about the social impact and vision, to help make urban living sustainable. It makes a difference to work alongside a group of individuals who are all dedicated and passionate about creating positive change. Training and development: Each employee has a $1,000 training allowance that can be used however they like, as long as it supports their role or growth within the company. Employee Options: Every single employee in the company has the opportunity to participate in our equity incentive plan. Equal Opportunity Employment: Parity is an equal opportunity employer that is committed to diversity, inclusion, and belonging. We are happy to consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status, or any other legally protected factors. If you require accommodation during the recruitment process, including alternate formats of materials, accessible meeting rooms, or other accommodations, please let us know and we will work with you to meet your needs. Parity welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process.

Flexible Hybrid Schedule, Ready to move beyond traditional tax compliance and become a trusted advisor to high-net-worth individuals and families? This Jobot Job is hosted by: Mark C. Johnson Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $120,000 - $140,000 per year A bit about us: Our client is a leading independent wealth management and family office firm serving high-net-worth individuals, families, executives, entrepreneurs, and institutions across the United States. The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof. Clients rely on the firm not only for technical expertise, but for trusted advice across all aspects of their financial lives. With continued growth and a strong reputation for excellence, the firm offers professionals the opportunity to work on sophisticated client engagements while building long-term, meaningful client relationships. Why join us? Unlike traditional public accounting environments, this role offers exposure to a broad range of advisory services that extend well beyond tax compliance. You'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm values collaboration, professional growth, and delivering an exceptional client experience. Highlights include: Competitive compensation package ($120,000 – $140,000) Annual bonus opportunity (20%) Comprehensive medical, dental, and vision coverage beginning on day one 401(k) plan with company match Flexible PTO policy Paid parental leave Financial support for advanced education and professional certifications Commuter benefits Opportunities for community involvement and volunteer service Exposure to sophisticated high-net-worth tax planning and family office engagements A collaborative culture focused on long-term professional development This is an excellent opportunity for a tax professional seeking greater client interaction, advisory exposure, and a career path beyond traditional public accounting. Job Details The Senior Tax Associate will play a key role in delivering tax compliance, tax planning, financial administration, and family office services to high-net-worth individuals and families. This position combines technical tax expertise with client relationship management and financial oversight responsibilities. The successful candidate will work directly with clients and collaborate closely with members of their broader wealth management teams to provide comprehensive financial support and exceptional service. Key Responsibilities Tax Compliance & Planning Prepare and review individual, business, trust, and fiduciary income tax returns, including multi-state filings Prepare and review tax projections, estimated tax calculations, and planning analyses Respond to tax notices and assist with tax audits and examinations Conduct tax research and support special projects Review payroll tax filings and various information return filings Family Office & Financial Administration Provide business management, financial administration, and financial concierge services for multiple clients Review bookkeeping activities, including general ledger postings, payroll processing, bank reconciliations, and financial statement preparation Monitor and review client financial reporting, budgets, cash flow analyses, spending reports, and financial plans Assist with forensic accounting and financial analyses related to matrimonial matters Coordinate with advisors, attorneys, accountants, and other members of clients' professional teams Client Relationship Management Develop and maintain strong relationships with high-net-worth clients and their families Serve as a trusted resource and responsive point of contact for client requests Participate in all business aspects of client engagements, including billing, collections, and maintaining profitability Deliver a high level of service while managing multiple client relationships and deadlines Qualifications Bachelor's degree in Accounting required Master's in Taxation preferred CPA license preferred; CFP designation a plus 5–7 years of high-net-worth tax experience within a public accounting, family office, or wealth management environment Strong experience preparing and reviewing complex individual income tax returns Knowledge of tax planning, financial planning, and financial administration concepts Proficiency with CCH Axcess Tax and QuickBooks (Desktop and Online) Excellent analytical, organizational, and problem-solving skills Strong verbal and written communication abilities Ability to manage multiple priorities and deadlines in a fast-paced environment Demonstrated professionalism, integrity, dependability, and commitment to client service What Success Looks Like The ideal candidate is technically strong, detail-oriented, and highly organized, but also enjoys working directly with clients and helping them solve complex financial challenges. They are comfortable balancing tax responsibilities with broader financial administration and family office services while maintaining exceptional attention to detail and client satisfaction. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. 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Job Description SVP/Head of Wealth Planning Summary Working in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with internal partners to deliver a clear and comprehensive analysis of our clients' financial situation. The senior wealth planner will also be responsible for reviewing financial plans created by junior team members. Extensive experience with eMoney financial planning software is essential as eMoney is the primary tool utilized in client presentations. The senior wealth planner will be the primary point of contact with eMoney representatives on behalf of all eMoney users at the firm. Key Responsibilities • Constructing and formulating client wealth planning analyses focusing on retirement cash flow, asset allocation, wealth simulation analysis, income tax, estate and risk management strategies utilizing eMoney software, • Leading wealth planning discussions and presenting wealth planning recommendations and observations in client meetings, • Supporting advisor teams and portfolio managers by providing subject matter expertise on all matters regarding personal finance, • Conducting eMoney training sessions expanding overall usage of eMoney planning software, • Participating on the firm's committee discussing industry best practices and firm level processes Qualifications and Experience • 15+ years of experience working directly with clients in a financial planning capacity, • Proven track record of consistently meeting or exceeding predetermined key objectives, • Strong executive presence, active listening, client preparedness, and presentation skills, • Experience managing and training team members, • Deep knowledge of financial planning, insurance, retirement savings vehicles, • Expert proficiency in eMoney software, • CFP designation required

Title - Product Marketing, Director Reports To - Director, Product Marketing Location - Draper, UT / Park City, UT or Remote We’re looking for a Sr Product Marketing Manager to own our market positioning and go-to-market strategy for our enterprise segment. This role is responsible for defining our value proposition, crafting compelling narratives, and ensuring our product's story drives measurable adoption and revenue impact. You’ll lead product launches, develop sales enablement playbooks, and bring structure, prioritization, and repeatability to our messaging frameworks, while helping us accelerate adoption across the largest financial services organizations globally. This role sits at the intersection of Product, Sales, and Marketing, and will be measured by win rates, product adoption, and market share, not just feature releases. What you’ll do Own market strategy & positioning Define and evolve our ICP (Ideal Customer Profile) and buyer personas through deep market research and customer interviews. Position our platform with an eye towards enhancing our competitive differentiation and value proposition Partner with product management to define our roadmap based on competitive intelligence, market sizing, and customer research. Lead Go-To-Market (GTM) execution Own the end-to-end GTM strategy for relevant new product launches, feature updates, and market expansions. Execute our "launch playbook" to ensure consistency and impact across all internal and external channels. Define and evolve pricing and packaging for your product area Drive sales enablement Equip the sales team with battlecards, pitch decks, and case studies that accelerate the sales cycle and improve win rates. Partner with Sales and RevOps to analyze win/loss data, identifying gaps in our narrative or product-market fit. Train customer-facing teams on new messaging to ensure a unified voice in the market. Shape campaign strategy Align with Demand Gen to ensure campaign offers and content are rooted in strong product positioning. Work closely with Content Marketing to produce high-authority thought leadership that builds brand credibility. Act as the "voice of the customer" in executive GTM planning and forecasting for your business line. GTM success as measured by pipeline attainment and win rate improvement Aligned GTM and product launch plan in partnership with product Data-driven insights into competitive differentiation Strong trust and alignment with sales & product teams Highly capable, small team that you have hired Repeatable GTM playbooks that scale 3-5 years of experience in B2B product marketing Proven track record of strategic impact and revenue growth in a Enterprise SaaS company Hands-on experience with AI tools Strong ability to partner with product on roadmap and product strategy Experience building and motivating high performing teams Familiarity with PLG or hybrid sales motions This is a high-impact role at a critical stage of growth. The right person will be a key leader in our marketing organization. About Jump Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Jump’s primary product is an AI assistant helping financial advisors with their client meeting cycle and other workflows. Jump’s product is expanding to include many other advisor workflows, as well as into other finserv verticals. Jump leads its category in market share, customer satisfaction, and analyst rankings, and has grown rapidly. Jump customers include leading independent broker dealers such as LPL, Osaic, Raymond James, and Cetera, and leading RIAs including Focus Financial, Merit, Savant, Allworth, Sanctuary Wealth, Integrated Partners, and more. Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, _, JPMorgan, Fidelity, Bain, Bain Capital Ventures, Auditboard, Nitrogen, and eMoney. Jump is backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and Citi. Jump’s team values are High Velocity, World Class, and Direct + Kind + No Drama. Please consider joining us in our work to transform the client and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere. Compensation $160K - $190K Equity Medical, dental, vision benefits 401k available

Job Title: Financial Advisor & Business Development Manager Location: Remote/U.S. (Priority in Austin, Dallas, Charlotte, Greensboro, or Louisville) Employment Type: Full-Time Our client is a high-growth, forward-thinking financial services firm focused on empowering advisors and clients through innovation, collaboration, and long-term partnership. They are actively seeking experienced and growth-oriented financial advisors who are ready to scale their impact with a dynamic team and shared success model. We're seeking a driven and experienced Financial Advisor & Business Developer to join our client's expanding team. This role is ideal for someone with an entrepreneurial mindset, a proven book of business, and a passion for delivering exceptional service to high-net-worth clients all while collaborating within a high-performance team. This is more than a traditional advisory role. You'll benefit from operational support, equity opportunities, and access to senior-level resources to help you land and manage complex relationships. Responsibilities: • Build and manage your personal book of business, with a focus on high-net-worth (HNW) clients, • Deliver comprehensive financial planning, portfolio analysis, and strategic investment recommendations, • Collaborate with internal teams to close complex deals and provide exceptional client service, • Represent the firm's values, growth strategy, and team-based client model, • Participate in strategic growth planning, • Work toward leading or establishing a branch office in a high-growth market Qualifications: • 1-3 years of experience as a licensed financial advisor, • Series 7 and 66 licenses required, • $250K+ in trailing 12-month revenue, • Minimum 10 HNW clients (>$1MM in household advisory relationships), • 10+ financial plans completed in the past 12 months, • $25MM+ in current total Assets Under Management (AUM), • Strong understanding of industry trends and desire to grow within an equity-sharing model, • Clear, confident communication skills and a passion for wealth management Compensation & Growth Path: • Competitive base salary + performance incentives, • Equity ownership opportunity after 6-12 months, • Full administrative and operational support; no need to manage the book alone, • Transition to a production-based model after years 1-2, • Transparent 3-5 year growth trajectory with 15-25% annual targets, • Additional incentives for launching a branch office tied to revenue milestones Why Join Our Client: • Team-based culture with shared success and deep resources, • Clear and attainable path to equity and firm ownership, • Innovative, advisor-first environment where your impact is recognized, • Operational freedom so you can focus on growth and strategy

Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role We are seeking a Manager, Strategic Growth to join our dynamic Advisor Growth team. The Manager will report to our Chief Growth Officer and lead a team of remote Strategic Growth Associates, who are pivotal to attracting the best financial advisors to Savvy Wealth. Our Strategic Growth Associates are a dynamic outbound recruitment team responsible for identifying, sourcing, and nurturing financial advisors and wealth managers with transferrable books of business (minimum $25M AUM) to the firm. The Manager for this team will bring strong mentorship, operational excellence, and best practices to ensure that our GTM motion is highly effective and scalable as we continue to grow. Responsibilities: Own recruitment, training, and management for a team of high performing Strategic Growth Associates. Build a highly engaged and motivated team culture that fosters the success and development of each team member. Work closely with our Strategic Growth Managers and Chief Growth Officer to optimize a seamless sales cycle that is tailored to the financial advisor experience. Develop an in-depth understanding of our industry and target companies in order to implement targeted recruiting strategies and initiatives. Stay up-to-date on industry trends, best practices, and competitive talent landscapes. In partnership with Revenue Operations, utilize best practices for systems & metrics in order to ensure team alignment and data-driven decision making. Must Have: Strong background in full-cycle recruiting, ideally in the Financial Sector or recruiting revenue-producing candidates 2+ years of experience managing a team that is responsible for sales or recruitment quota attainment A proactive, collaborative approach to leadership that facilitates strong intra team and cross functional productivity. Bachelor’s degree in Business, HR, or a related field Proficiency in using CRM software and sales tools (e.g., Salesforce, LinkedIn Recruiter, GSuite, and more). Nice to have: Direct experience with navigating the complexities of hiring/recruiting financial advisors and/or wealth managers. Comfortable working in a fast-paced, early-stage startup environment Competitive salary and equity package Unlimited PTO + paid company holidays Access to holistic medical, dental, and vision plans Company 401(k), Commuter, and HSA/FSA plans NYC office in the heart of Manhattan Lunch and snacks provided in the office Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

Strategic Account Manager (SAM) (Ed Tech and Higher Edu) FLSA Status: Exempt  Full-Time  Location: Remote, US-based  Reports to: Operating Group General Manager WHO WE ARE:  MGT is a leading provider of technology and advisory solutions serving state, local, and education government agencies (SLED) across the United States. Through client partnerships, MGT’s almost 1,200 employees impact communities for good by managing and securing critical networks, solving complex human capital and fiscal problems, elevating education systems, and advancing equity as a performance imperative. MGT partners with thousands of agencies as a trusted advisor delivering solutions that improve technology, operational, and economic performance to help communities thrive.  Founded in 1975, MGT initiated an ambitious restart in 2016, broadening the solutions portfolio to provide the most specialized solutions, tackling the most mission-critical problems that live at the top of the public agency leadership agenda. MGT drives over 20% compound annual organic growth and utilizes programmatic mergers and acquisitions to grow capabilities, attract top talent, and accelerate growth scale. Since 2020, MGT has successfully completed 13 acquisitions, driving over 60% compound annual inorganic growth.  Celebrating its 50th year in 2025, the firm attracts exceptional talent and empowers them to exceed client expectations as they navigate the dynamic demands of the clients we serve. Hear more about MGT’s culture in the words of our _.  ABOUT TAMBELLINI: The Tambellini Group, a part of MGT Impact Solutions, is a leading technology research and advisory firm specializing in higher education technology. As the foremost industry authority, we provide objective, data-driven guidance to educational institutions and edtech vendors who are navigating the complex landscape of technology solutions. With our deep understanding of the unique challenges and opportunities within the higher education sector, The Tambellini Group offers unparalleled insights into technology trends, market analyses, and vendor capabilities. Our team of experts brings together a wealth of experience in both technology and education, ensuring that our clients receive comprehensive and tailored strategies to meet their specific needs. WHAT YOU’LL DO:  Tambellini Group is seeking a Strategic Account Manager (SAM) to drive growth within the higher education market by combining account expansion, executive relationship management, and proactive business development (hunter) activities. This role is responsible for developing and executing strategic account plans, identifying new market opportunities, and leading complex sales pursuits across colleges, universities, and higher education technology providers, with a particular focus on our Technology Vendor Management (Contract Negotiations) solution area. You will: Strategic Account Management & Growth: • Develop and execute multi-year strategic account plans for key higher education institutions and partners., • Expand relationships within existing accounts, increasing share of wallet across research, advisory, and consulting services., • Build and maintain trusted advisor relationships with cabinet-level leaders (CIO, CFO, Provost, etc.)., • Align Tambellini insights and MGT capabilities to institutional priorities (IT modernization, ERP, student success, AI, etc.). New Business Development: • Proactively identify, target, and penetrate net-new logos within the higher education sector., • Develop and execute territory and vertical go-to-market strategies aligned to growth objectives., • Generate pipeline through outbound prospecting, industry engagement, and thought leadership positioning., • Lead early-stage discovery and shape opportunities before formal procurement cycles. Sales Execution and Deal Leadership: • Own the full sales lifecycle: prospecting, qualification, solution positioning, proposal development, negotiation, and close., • Lead complex, multi-stakeholder sales pursuits, including RFP responses and competitive positioning., • Develop account-specific capture strategies to increase win probability on strategic deals., • Consistently meet or exceed individual and team revenue targets. Vertical Expertise and Market Leadership: • Develop deep expertise in higher education trends, technology ecosystems, and buying behavior., • Translate industry insights into compelling client messaging and value propositions., • Partner with internal research and advisory teams to bring data-driven insights into sales conversations., • Represent Tambellini/MGT at industry events, conferences, and executive briefings. Cross-Functional Collaboration: • Partner across MGT business units to deliver integrated solutions to clients., • Coordinate with delivery, research, and marketing teams to ensure alignment from sale through execution. WHAT YOU'LL BRING: • Bachelor’s degree in Business, Marketing, or related field (preferred), • Previous experience working in Higher Education institutions at CXO level preferred, • Minimum of 7 years of experience in consultative sales, account management, or business development within:, • Higher education, • Technology, SaaS, or advisory services, • Proven ability to both hunt (net-new business) and farm (grow strategic accounts), • Demonstrated success selling into complex, executive-level environments, • Experience managing long, consultative sales cycles and large deal sizes, • Strong understanding of higher education institutions, buying processes, and IT landscape, • Ability to develop and execute account strategies and sales capture plans, • Excellent communication, presentation, and negotiation skills, • Willingness to travel (approximately 50%) WHAT WE OFFER: Our world-class work environment includes flexible and remote work options, a commitment to equity, and nationally respected teams in management consulting and technology services. We also offer opportunities to make a profound social impact through innovative projects, alongside professional development opportunities for career growth. We offer a competitive compensation package, including: • Flexible paid time off, • 5% 401K matching program, • Equity opportunities, • Incentive and bonus programs, • Up to 16 weeks of paid parental leave, • Flexible spending accounts Full health benefits with base employee coverage fully funded, including: • Medical, dental, and vision coverage, • Life insurance, • Short- and long-term disability coverage, • Income protection benefits MGT Impact Solutions, LLC is an equal opportunity employer. We will not discriminate against any employee or applicant for employment on the basis of race, color, religion, sex, national origin, age, disability, marital status, genetic information, sexual orientation, pregnancy, gender identity, or any other characteristic or class protected by law.  Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the _ notice from the Department of Labor.

Benefits: • Retirement, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance Transition Your Agricultural Skills into Financial Services: Strong Work Ethic and Discipline: Agriculture professionals are accustomed to hard work and persistence, traits that are invaluable in building and maintaining a client base in financial services. Problem-Solving Skills: Agricultural workers often address complex challenges, such as resource management and efficiency, which translate well to helping clients navigate financial decisions. Trust and Community Focus: Agriculture professionals frequently have strong connections within their communities, enabling them to build trust and establish credibility as financial representatives. Achieve Greater Rewards: Transitioning into financial services can offer not only a more rewarding career path but often greater financial opportunities as well. Position Overview:As a Wealth Consultant you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include: • Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products., • Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies., • Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve., • Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available., • Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards. About Us: At Northwestern Mutual of Northeast Iowa, our mission is to build the most financially secure communities in America, one person, family, and business at a time. We strive to attract top advisors, aiming to have the most trusted financial professionals in the region. Our office leads Eastern Iowa in retention and has the most women advisors in the area. We are deeply committed to supporting local charities such as Special Spaces in Dubuque, Alex’s Lemonade Stand, and the University of Iowa Children’s Hospital. Through a collaborative culture, we empower our advisors to grow while making a positive impact on the community. Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: _ Meet Our Local Leaders:Matt Schulte - Managing Director: • How long with NM? Over 25 years, including 13 as Managing Director., • Prior Experience? Has worked with NM for most of his adult life, beyond college., • Passionate About? Grew up on a farm, enjoys serving people, working with numbers, and spending time with his wife, Keri, and their four teenage children. He loves hunting, fishing, and living on his 43-acre "fun farm." Kinsey Meyer - Development Director: • How long with NM? Over 6 years., • Prior Experience? Graduate of Iowa State University with a background in retail clothing; developed her own business, Miss Meyer’s Clothing Consignment., • Passionate About? She enjoys staying active with running, biking and hiking with her Corgi, Cash, spending time with family and friends and building quality relationships. Lexie Meyer - Financial Advisor: • How long with NM? Since April 2021., • Prior Experience? Worked in agriculture, helping dairy farmers with herd record management., • Passionate About? Spending time with her family, including her two young boys, husband (who trains horses), and enjoying farm life. She loves trail rides, spending summer days on the Mississippi River, staying active with fitness, and reading fiction books. Dusty Jentz - Financial Advisor: • How long with NM? Since May 2016, with experience in 4 different offices (Ames, Des Moines, Minneapolis, and Dubuque)., • Prior Experience? Only worked at NM, grew up on a family farm, and was an athlete before transitioning to finance., • Passionate About? Married to Carli since 2017 and loves spending time with their son. He enjoys family time, working on the family farm, disc golfing, and following high-level sports, particularly Cowboys football. Jacob Kluesner - Financial Advisor: • How long with NM? Interned in August 2016 and became full-time in January 2018., • Prior Experience? Extensive engineering experience, including at John Deere, and worked as a finance manager at a car dealership before choosing NM full-time after graduation., • Passionate About? Spending time with his large, close-knit family, his significant other and their children, and his two Labs. He enjoys outdoor activities like hunting, fishing, and camping. Jacob also follows college and professional sports and has a passion for cars, especially trucks and sports cars. Candidate Characteristics: • Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators., • People who prioritize understanding the "who, why, and how" behind actions more than just the "what.", • Savvy communicators who find joy in simplifying complex decisions for others., • Generous souls who gladly treat others without hesitation., • Ambitious thinkers who embrace boundless opportunities and possibilities., • Advocates for teamwork and cooperation, where everyone contributes equally., • Passionate about their work, yet approachable and good-natured in their demeanor. Position Requirements: • Strong communication and interpersonal skills., • Goal-oriented with a desire to succeed., • Life insurance license and FINRA certifications (or willingness to obtain). 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 recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Matt Schulte is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available. Compensation: $77,000.00 - $104,000.00 per year

Benefits: • 401(k), • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance Join the winning team at The Banderman Group of Northwestern Mutual - Sunset Hills. Why Current and Former Athletes Thrive in this role: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. Here’s why athletes thrive with us: Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. Our Guiding Values: • Faith, • Family, • Growth, • Grit, • Gratitude Our Passion: Improving lives, protecting dreams, and building legacies. Our thriving office is located at 10805 Sunset Office Dr, Suite 100, Sunset Hills, MO 63127. Team members are expected to be in the office most days each week for hands-on training and support. Learn more about The Banderman Group by following these links: Why Join Us: • Attractive benefits package, • Leadership and mentorship by seasoned advisors, • Endless growth opportunities, • High support, high expectation, high accountability culture, • A dynamic, expanding team Perks & Benefits: • Strong earnings potential, • Exclusive training with top financial pros, • An environment of mutual support and growth, • Opportunities for prestigious credentials and recognition, • Robust benefits and retirement package Role Overview: • Utilize structured prospecting aligned with business strategy, • Guides clients on investment strategies and opportunities, • Provides expertise on insurance products and coverage, • Assists with retirement planning and wealth management, • Builds lasting client relationships for ongoing financial support, • Offers a hybrid work model: 2-3 days in office, flexible remote options Qualifications: • Drive to achieve financial licenses and certifications, • Bonus points for former athletes or sports enthusiasts, • Positive attitude and hunger for success, • Bachelor’s Degree is preferred not required, • We are eager to train you from the ground up, and no prior financial services or insurance experience is required to be considered. Meet some of our local STL leaders: Tom Simon - Financial Advisor • Background: Played golf at Mizzou, now a scratch golfer & Evans Scholar!, • Passions: Building his own team, winning charity golf tourneys, and being a dad., • Secret Weapon: A knack for leading with vision and commitment to growth., • Time with our team: 12+ years. Alan Metzger - Financial Advisor • Background: Former Accountant for a construction company, with 16 years of experience before joining Northwestern Mutual., • Personal Passions: Avid sports fan (baseball, basketball, football), enjoys golfing, pickleball, racquetball, and snow skiing, and watching his three kids’ activities in dance, football, and basketball., • Time with our Team: 10 years as a Financial Advisor, with 25 years as a client. Claudia Zimny - Recruiter • Background: Business Management graduate from UMSL, with recruiting experience since 2023., • Community and Hobbies: Loves the outdoors, active in her church, enjoys reading, and spending time with her family in St. Louis., • Time with our Team: Joined in 2024. Our Mission: We're all about helping people define, build, and truly enjoy their lives. Financial planning can get complicated, but we're here to walk the path with our clients, tackling challenges and seizing opportunities together. Meet the Managing Director, Matt Banderman: Matt is not your typical financial leader. Graduating from Fontbonne University in 2001 with a Business Management degree, Matt's journey into finance began as an intern with Northwestern Mutual during his senior year. Since then, he's navigated a path of excellence, becoming a full-time Financial Advisor and eventually the Managing Director of Northwestern Mutual St. Louis in 2015, while opening his own thriving office located near Kirkwood/Sunset Hills. With over 20 years of experience, Matt has achieved the prestigious Million Dollar Roundtable qualification thirteen times, placing him among the top of all financial advisors globally. Beyond his professional achievements, Matt is a devoted father of two daughters, aged 19 and 16, and a 9-year-old son. He lives near Eureka, sharing his passion for all things sports, competition and personal development. Matt's vision extends far beyond financial success; he aims to build a diverse and thriving office environment, where former athletes, beginners, and seasoned professionals alike come together to excel. Through mentorship, community service (serving on a multitude of impactful boards like: Northwestern Mutual's Wealth Management Board, Fellowship of Christian Athletes - St. Louis and his local Church Congregation Board), and a commitment to growth, Matt is not just leading a team—he's shaping a future where everyone belongs, regardless of background or experience. Ready to be part of a team that's more than just business suits and boardrooms? Come join The Banderman Group, where we're rewriting the rules of financial success. Apply now and let's create the future, together! Flexible work from home options available. Compensation: $87,500.00 - $139,000.00 per year About Northwestern Mutual (NM): When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less. Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic. Click _ to learn about a day in the life of a Northwestern Mutual Representative About The Banderman Group of Northwestern Mutual: OUR PASSION: Improving Lives | Protecting Dreams | Building Legacies OUR MISSION: We help people make smart choices, so their goals aren't left to chance. OUR NICHE: Empowering people to discover and pursue what’s possible. Meet some of our local leaders: Tom Simon • Background: Played golf at Mizzou, now a scratch golfer & Evans Scholar!, • Passions: Building his own team, winning charity golf tourneys, and being a dad., • Secret Weapon: A knack for leading with vision and commitment to growth., • Time with our team: 12+ years. Derek Stephens, • Background: Hockey star turned varsity hockey coach., • Heart: Coaching youth hockey, both on and off the ice., • Business Claim to Fame: Multiple Million Dollar Roundtable achiever., • Time with our team: 10+ years. Libby Evers, • Background: Worked in healthcare for 3 years prior to transitioning to Northwestern Mutual., • Professional Achievements: Pacesetter 40 and 60 awards, Million Dollar Round Table and Pathfinder, • Family Focus: Helping all families gain greater financial security, • Time with our team: 7+ years.Meet our Managing Director, Matt Banderman: Matt is not your typical financial leader. Graduating from Fontbonne University in 2001 with a Business Management degree, Matt's journey into finance began as an intern with Northwestern Mutual during his senior year. Since then, he's navigated a path of excellence, becoming a full-time Financial Advisor and eventually the Managing Director of Northwestern Mutual St. Louis in 2015, while opening his own thriving office located near Kirkwood/Sunset Hills. With over 20 years of experience, Matt has achieved the prestigious Million Dollar Roundtable qualification twelve times, placing him among the top of all financial advisors globally. Beyond his professional achievements, Matt is a devoted father of two daughters, aged 19 and 16, and a 9-year-old son. He lives near Eureka, sharing his passion for all things sports, competition and personal development. Matt's vision extends far beyond financial success; he aims to build a diverse and thriving office environment, where former athletes, beginners, and seasoned professionals alike come together to excel. Through mentorship, community service (serving on a multitude of impactful boards like: Northwestern Mutual's Wealth Management Board, Fellowship of Christian Athletes - St. Louis and his local Church Congregation Board), and a commitment to growth, Matt is not just leading a team—he's shaping a future where everyone belongs, regardless of background or experience. THE VALUES WE EMBODY • Faith - Complete confidence, trust, and hope in a person, community, or system., • Growth - Commitment to new learning and doing the work required to get better every day., • Grit - The courage to take personal initiative and persist over long periods of time with a positive attitude and the same level of energy despite tremendous setbacks, discouragement and rejection., • Gratitude - The conscious effort to count one's blessings. The emotion generates a climate of positivity that both reaches inward and extends outward, helping to deal with adversity and build strong relationships., • Charisma – Compelling attractiveness or charm that can inspire action from others. Positive energy, humble confidence, lifting people up, the “IT” factor.Career Advantages: As a Northwestern Mutual financial advisor or representative at the Sunset Hills office, you'll build lasting relationships with your clients and help them live their lives to the fullest. And you'll be building your own business from the ground up with support from seasoned mentors and award‐winning training. Additionally, many of our representatives earn over $100K in their first year, over $200K in their 3rd year and can exceed $400K in their 10th year. You're in Charge: You'll run your business, but have backing from Northwestern Mutual and our local team, where you're in control of how much you earn. If you decide to really get after it, there are also renewals and bonuses based on hitting certain benchmarks. Top Notch Training: We don't expect you to know everything on day one, or even have a business degree. You'll receive award‐winning training and partner with our industry experts to learn the ins and outs of financial planning. We'll help you to: • Get off to a fast start, • Grow your career in finance through distinct learning paths, • Pursue advanced professional certifications with financial supportWho We Are Looking For: We are ready to partner with individuals who align with our mission and values, as well as the following core personality characteristics:, • Integrity, • Emotional Intelligence, • Persistance, • Desire for Achievement, • OptimismNext Step: Do you connect with this message, align to our values and open minded to a career change? if so, submit your application to be considered for an interview. Our thriving office is located: _

Benefits: • 401(k), • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? The Banderman Group of Northwestern Mutual is seeking to onboard a new client advisor to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our office across the Greater St. Louis. Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: https://careers.northwesternmutual.com/field-careers/military/ A Glance at Northwestern MutualNorthwestern 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 policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security. What sets us apart:• Unsurpassed financial strength*• A long-term approach to planning• Personal guidance from financial professionals• A robust digital experience Our thriving office is located at 10805 Sunset Office Dr, Suite 100, Sunset Hills, MO 63127. Team members are expected to be in the office most days each week for hands-on training and support. Our Unique Angle: Meticulous Training and DevelopmentWe distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results. Why Our Representatives Love The Banderman Group of Northwestern Mutual • Potential for abundant, consistent, and predictable results., • A collaborative, high-support team environment, fostering growth and camaraderie., • Full business development process training and support for seamless operations., • Proven operational systems and cutting-edge technology for enhanced agent efficiency., • Achieving high performance while maintaining a great quality of life., • A company experiencing rapid growth, offering leadership opportunities for top performers. Qualities We Seek in a CandidateWe seek individuals who resonate with our values and vision. Here's who we're looking for: • Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators., • Achievers who celebrate accomplishments with a balanced and positive mindset., • People who prioritize understanding the "who, why, and how" behind actions more than just the "what.", • Professionals dedicated to mastering their craft and excelling in their field., • Savvy communicators who find joy in simplifying complex decisions for others., • Emerging leaders and team players, equally adept at leading and collaborating., • Generous souls who gladly treat others without hesitation., • Ambitious thinkers who embrace boundless opportunities and possibilities., • Fearless individuals, unafraid of public setbacks as they embrace personal growth., • Open-minded and receptive, eager to learn and be coached regardless of their experience level., • Forward-thinkers who balance long-term vision with outstanding short-term performance., • Advocates for teamwork and cooperation, where everyone contributes equally., • Passionate about their work, yet approachable and good-natured in their demeanor. If these qualities describe you, then The Banderman Group of Northwestern Mutual might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required. Learn more about The Banderman Group by following these links: Meet some of our local leaders: Tom Simon - Financial Advisor • Background: Played golf at Mizzou, now a scratch golfer & Evans Scholar!, • Passions: Building his own team, winning charity golf tourneys, and being a dad., • Secret Weapon: A knack for leading with vision and commitment to growth., • Time with our team: 12+ years. Matt Banderman - Managing Director • What a Journey: Rising from intern in college to Managing Director, Matt's journey at Northwestern Mutual is a testament to dedication and excellence., • Top-Tier Financial Expertise: With over 20 years of experience, Matt boasts thirteen Million Dollar Roundtable qualifications, ranking among the world's top advisors., • Family & Sports: Beyond finance, Matt is a dedicated father of two daughters and a son, sharing his passion for sports and personal development., • Diversity Champion: Committed to diversity and community impact, Matt serves on influential boards, shaping an inclusive office of thriving professionals. Alan Metzger - Financial Advisor • Background: Former Accountant for a construction company, with 16 years of experience before joining Northwestern Mutual., • Personal Passions: Avid sports fan (baseball, basketball, football), enjoys golfing, pickleball, racquetball, and snow skiing, and watching his three kids’ activities in dance, football, and basketball., • Time with our Team: 10 years as a Financial Advisor, with 25 years as a client. Claudia Zimny - Recruiter • Background: Business Management graduate from UMSL, with recruiting experience since 2023., • Community and Hobbies: Loves the outdoors, active in her church, enjoys reading, and spending time with her family in St. Louis., • Time with our Team: Joined in 2024. Position Benefits: • Significant bonus opportunity commiserate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance Education: • Bachelor's Degree (Preferred) *Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company as of the most recent review and report by each rating agency. Ratings are as of 6/23 (Moody's Investors Service), 8/23 (A.M. Best Company), 8/23 (Fitch Ratings) and 5/23 (S&P Global Ratings). Ratings are subject to change. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Matthew Banderman is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available. Compensation: $87,500.00 - $163,200.00 per year About Northwestern Mutual (NM): When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less. Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic. Click _ to learn about a day in the life of a Northwestern Mutual Representative About The Banderman Group of Northwestern Mutual: OUR PASSION: Improving Lives | Protecting Dreams | Building Legacies OUR MISSION: We help people make smart choices, so their goals aren't left to chance. OUR NICHE: Empowering people to discover and pursue what’s possible. Meet some of our local leaders: Tom Simon • Background: Played golf at Mizzou, now a scratch golfer & Evans Scholar!, • Passions: Building his own team, winning charity golf tourneys, and being a dad., • Secret Weapon: A knack for leading with vision and commitment to growth., • Time with our team: 12+ years. Derek Stephens, • Background: Hockey star turned varsity hockey coach., • Heart: Coaching youth hockey, both on and off the ice., • Business Claim to Fame: Multiple Million Dollar Roundtable achiever., • Time with our team: 10+ years. Libby Evers, • Background: Worked in healthcare for 3 years prior to transitioning to Northwestern Mutual., • Professional Achievements: Pacesetter 40 and 60 awards, Million Dollar Round Table and Pathfinder, • Family Focus: Helping all families gain greater financial security, • Time with our team: 7+ years.Meet our Managing Director, Matt Banderman: Matt is not your typical financial leader. Graduating from Fontbonne University in 2001 with a Business Management degree, Matt's journey into finance began as an intern with Northwestern Mutual during his senior year. Since then, he's navigated a path of excellence, becoming a full-time Financial Advisor and eventually the Managing Director of Northwestern Mutual St. Louis in 2015, while opening his own thriving office located near Kirkwood/Sunset Hills. With over 20 years of experience, Matt has achieved the prestigious Million Dollar Roundtable qualification twelve times, placing him among the top of all financial advisors globally. Beyond his professional achievements, Matt is a devoted father of two daughters, aged 19 and 16, and a 9-year-old son. He lives near Eureka, sharing his passion for all things sports, competition and personal development. Matt's vision extends far beyond financial success; he aims to build a diverse and thriving office environment, where former athletes, beginners, and seasoned professionals alike come together to excel. Through mentorship, community service (serving on a multitude of impactful boards like: Northwestern Mutual's Wealth Management Board, Fellowship of Christian Athletes - St. Louis and his local Church Congregation Board), and a commitment to growth, Matt is not just leading a team—he's shaping a future where everyone belongs, regardless of background or experience. THE VALUES WE EMBODY • Faith - Complete confidence, trust, and hope in a person, community, or system., • Growth - Commitment to new learning and doing the work required to get better every day., • Grit - The courage to take personal initiative and persist over long periods of time with a positive attitude and the same level of energy despite tremendous setbacks, discouragement and rejection., • Gratitude - The conscious effort to count one's blessings. The emotion generates a climate of positivity that both reaches inward and extends outward, helping to deal with adversity and build strong relationships., • Charisma – Compelling attractiveness or charm that can inspire action from others. Positive energy, humble confidence, lifting people up, the “IT” factor.Career Advantages: As a Northwestern Mutual financial advisor or representative at the Sunset Hills office, you'll build lasting relationships with your clients and help them live their lives to the fullest. And you'll be building your own business from the ground up with support from seasoned mentors and award‐winning training. Additionally, many of our representatives earn over $100K in their first year, over $200K in their 3rd year and can exceed $400K in their 10th year. You're in Charge: You'll run your business, but have backing from Northwestern Mutual and our local team, where you're in control of how much you earn. If you decide to really get after it, there are also renewals and bonuses based on hitting certain benchmarks. Top Notch Training: We don't expect you to know everything on day one, or even have a business degree. You'll receive award‐winning training and partner with our industry experts to learn the ins and outs of financial planning. We'll help you to: • Get off to a fast start, • Grow your career in finance through distinct learning paths, • Pursue advanced professional certifications with financial supportWho We Are Looking For: We are ready to partner with individuals who align with our mission and values, as well as the following core personality characteristics:, • Integrity, • Emotional Intelligence, • Persistance, • Desire for Achievement, • OptimismNext Step: Do you connect with this message, align to our values and open minded to a career change? if so, submit your application to be considered for an interview. Our thriving office is located: _

This role requires a natural leader, someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth Advisor and a Client Experience Specialist. While not a people management position, this role will set the tone for how the team shows up for cl

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Role We’re looking for an Account Manager to grow relationships with Arch’s most sophisticated and high-value clients. This is a senior, client-facing, revenue-carrying role that blends customer success and commercial strategy – focused on driving retention, satisfaction, and account expansion. You’ll work closely with RIAs and institutional clients, serving as a trusted advisor who ensures long-term value while identifying opportunities for upsell and growth. You’ll partner cross-functionally with Implementation, Product, Engineering, Sales, and Leadership to align client goals with Arch’s evolving capabilities. This is a high-impact role for someone who can think strategically, communicate effectively, and thrive in a fast-paced, high-growth environment. What You’ll Do: Stakeholder Engagement Build and deepen relationships with operations leaders, CTOs, COOs, and Partners. Tailor messaging and engagement to different levels of the client organization. Represent the voice of the client internally to influence product and operational priorities. Renewals, Upsell, & Expansion Own the full commercial lifecycle for accounts: renewals, upsells, and expansions. Identify new opportunities – broader user adoption, premium features, deeper integrations. Lead commercial conversations with C-suite stakeholders and senior decision-makers. Align pricing, contracts, and platform capabilities to client goals and investment strategies. Partner cross functionally with the Client Experience team to identify client usage gaps, deliver tailored solutions, and ensure platform value is fully realized. Strategy & Process Improvement Help shape playbooks for renewals, pricing, account expansion, and strategic success. Track and report on account health, pipeline activity, and revenue performance. Contribute to scaling the function – mentoring teammates and improving internal processes. What We’re Looking For: 6 - 8 years of experience in Enterprise Sales/Account Management within a SaaS technology company, preferably in a growth stage startup. Consistent quota attainment or a track record of success. Have helped build or scale a commercial or customer success function in a startup environment. Seek massive opportunities, jump on them, and take initiative. High energy, love talking to people, and want to work on complex customer problems. Are comfortable with CRMs, data systems, or SQL (or eager to learn!). Bonus Points if You: Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field. Possess understanding of Alternative Investments industry trends, products, and services. Understand investment concepts like capital calls, IRRs, K-1s, and recallable distributions. A Note about us: Most of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, move quickly, and deliver exceptional service to our clients. For select roles, we are also open to candidates based in Boston. If a role is open to Boston, it will be listed explicitly in the job location. We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands-on, collaborative environment Some perks of working for Arch include: Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. Great office: Our new home at 199 Water Street gives us a beautiful, energizing space to come together as a team, collaborate more easily, and keep building the next chapter of Arch. Lunch is on Us - We’ll keep the team fueled with lunch in the office, whether you’re catching up with teammates, talking through an idea, or just taking a well-earned break. Compensation Range: $130K - $150K

Senior IT Project Lead for Wealth Investment Solutions Technology Location: Jersey City, New Jersey, United States Key Priorities Being a strategic partner Be the strategic partner and advisor to the Business and Technology heads for Wealth Management that includes all facets like Investments, Tr