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Jefferies Prime Services – Equity Swap Support (Associate/AVP) The Jefferies Prime Services Equity Swap Support/Client Service Representative is responsible for the client support and relationship management for all Prime Services swap clients of the firm trading equity swaps. The right candidate will be part of Prime Services and be client-facing working directly with the firm’s cash brokerage and equity swap clients, along with operational and support teams across the firm. The right candidate will assist in addressing client inquiries and help drive revenue across our client base. The daily requirements for the Client Service Representative role in the swap support capacity are: • Sole point of contact for swap clients operational inquires, and client inquiries and disputes on collateral requests, • Participate in swap platform enhancements and regression testing, and reconcile client reporting for changes prior to production implementation, • Deep understanding of equity swap client reporting including swap exposure, financing accruals, dividend accruals, activity and mark-to-market valuations, • Account reconciliation of cash balances, positions and daily transactions for Synthetic Prime Brokerage accounts, • Monitor all client trade activity, settlement queries, client facing reporting and transactions across both equity hedges and swap allocations, • Analyze profitability and ROA (return on assets) reporting, and work with clients to increase revenue streams to the firm, • Ensure all client trades are reported properly into the custody and swap portfolios to minimize operational risk, • Assist in training clients on the firm's technology, client facing reporting and file extracts with administrators along with proper connectivity setups, • Consistently review all accounts under your existing coverage for margin and risk requirement and risk exposure, and escalate when needed, • Work with other areas within the firm to address client requests, such as corporate actions, margin and risk inquiries, securities lending rates and connectivity requests, • Monitor and review trade input and activity in Traiana and other firm trade processing applications The type of person that excels in this role is someone that is: • Extremely detail-oriented, • Efficient in their responsibilities and time management, • Able to handle and manage multiple requests within a team environment and lead client meetings on topics such as client reviews and resolution meetings, • Maintains superior follow-up skills, • Has superior focus and attention to detail, • Is able to and does act with a sense of urgency on requests, • Maintains superior knowledge retention and product knowledge for both cash equity and equity swap products New York, NY Full Time Salary Range of $115,000-125,000. About Us Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.

Harrison Gray Search is proud to partner with a premier global investment management firm to identify a high-caliber Senior Administrative Associate. Our client is a leader in the private wealth space, known for its sophisticated research, innovative modeling, and commitment to delivering holistic financial solutions to high-net-worth individuals. The Opportunity: Who You’ll Work With In this role, you aren't just providing support; you are a trusted business partner. You will work directly with Senior Executives, Wealth Advisors, and cross-functional stakeholders to drive business priorities across a world-class Private Wealth Management platform. This is a dynamic environment where you will enable informed decision-making and ensure disciplined execution for both day-to-day operations and long-term strategic initiatives. What You’ll Do As a Senior Administrative Associate, you will provide high-level administrative, operational, and project support. This role requires exceptional judgment, critical thinking, and the proactive ability to stay three steps ahead of business needs. Strategic Partnership & Executive Support • Priority Management: Partner with senior leaders to proactively manage calendars, anticipate needs, and maximize executive productivity., • Logistics & Travel: Oversee complex, multi-city travel and logistics with total accuracy and discretion., • Project Management: Lead cross-functional initiatives, tracking milestones and ensuring timely delivery of complex workstreams., • Analysis & Reporting: Conduct independent research, prepare high-quality presentations for management reviews, and maintain critical spreadsheets or operational documentation., • Process Improvement: Identify opportunities to strengthen internal controls and enhance operational efficiency., • Mentorship: Provide guidance and informal mentorship to junior administrative staff, fostering a high-performing team culture., • Confidentiality: Handle sensitive and critical matters with the highest degree of integrity and professional "vault-like" discretion. What We’re Looking For Experience & Education • Tenure: 5–7 years of progressively responsible experience in executive support or business operations, ideally within investment management, legal, or professional services., • Education: Bachelor’s degree required (or an equivalent combination of education and relevant high-level experience)., • Critical Thinking: The ability to navigate ambiguity and develop practical solutions to complex problems., • Communication: Clear, concise verbal and written skills; you are comfortable interacting with sophisticated stakeholders and external partners., • Tech Savvy: Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook). Experience with Salesforce or advanced collaboration tools is highly preferred. Our client believes in investing in their people and fostering a culture of growth. • Base Salary Range: $90,000 – $110,000 (Actual salary based on experience, training, and performance)., • Total Rewards: Eligibility for year-end incentive compensation and a comprehensive benefits package., • Retirement: Robust plans with matching employer contributions., • Wellness: Holistic health and wellness support for you and your family., • Flexibility: A hybrid work model designed to support modern work-life balance.

Job DescriptionSalary: $50,000 - $55,000 USD/Year Title: Associate, Development Organizational Overview Smile Train is the worlds leading cleft focused organization. Our goal is to transform the lives of every person impacted by a cleft lip or palate. We train and support doctors and medical professionals to provide our patients with free, life-changing, comprehensive cleft treatment. Our sustainable model has allowed us to reach more than 2 million children in 90+ countries in the past 25 years, and we still feel like weve just started. We are truly changing the world one smile at a time! Make a Difference! The Associate supports the efficiency and effectiveness of fundraising operations, database management, logistics, and operational functions of the development department. Responsibilities include primary lead for the development team, collaborating with the donor database team. Providing pre/post event logistical support, coordinating projects, and tracking timelines. This role involves close collaboration across internal teams, including Major Gifts, Mid-Level, Planned Giving, Foundations, Corporate Partnerships, and Strategic Partnerships, to support fundraising efforts and enhance donor engagement. The Associate must prioritize multiple tasks and meet deadlines in a fast-paced environment. As a core member of a 14-person development department, the Associate focuses on executing essential processes for fundraising, special events, and systems support. This position is ideal for someone looking to advance their career in nonprofit development while gaining experience across various fundraising disciplines. This is a full-time, hybrid role based in New York City (in office 2x per week). Reports To Vice President, Development Key Responsibilities • Utilize strong project management skills and familiarity with Asana to work cross-functionally and create and manage project timelines., • Ensure timely follow-up and manage and track activities as needed in Salesforce., • Operational efficiencies:, • Support and collaborate with the database team on donor database operations., • Process gifts, acknowledgments, and donor data management., • Provide logistical and administrative support for fundraising events., • Manage cross-department projects and timelines., • Assist in the execution of fundraising appeals and engagement campaigns., • Provide administrative support, including processing invoices and contracts., • Collaborate with finance and fundraising teams on donor impact tracking and revenue analysis., • Detail-oriented and proactive, with exceptional organizational and project management abilities., • Ability to collaborate effectively and efficiently with teams across the organization. Operational Efficiency and Project Coordination • Support the development team in maintaining project timelines, tracking deliverables and ensuring deadlines are met., • Assist in developing internal processes to streamline workflows and enhance cross-departmental collaboration., • Prepare reports, dashboards and presentations to support fundraising initiatives., • Act as a liaison between development teams, ensuring alignment on priorities and initiatives., • Provide cross-departmental support, as needed. Development Operations & CRM Management and Reporting • Serve as the department lead for CRM reporting, data entry, and donor tracking., • Maintain donor database accuracy, including major gifts, planned giving, and corporate/foundation grants, and assist with reporting needs., • Process estate gifts, stock transfers, and corporate matching gift transactions., • Run donor profiles utilizing platforms like iWave, Wealth Engine., • Process gifts, pledges, and acknowledgments in a timely manner., • Generate donor lists, reports, and analysis to support cultivation and stewardship activities., • Work with data management team to align database best practices. Event Logistical Support • Partner with the Stewardship Manager in planning and executing fundraising and stewardship events, including donor receptions and webinars., • Coordinate event logistics, including vendor management, venue setup, guest lists, and follow-up communications., • Support event invitation outreach and track RSVPs to ensure seamless donor engagement. Departmental Support Across Development Teams • Major Gifts & Mid-Level Giving:Provide research and briefing materials for donor meetings, assist with donor communications, and track global activities in Salesforce. Support donor-giving programs/societies., • Planned Giving:Support marketing outreach efforts, maintain prospect lists, and work with the PG senior manager to process contracts promptly and liaise with legal. Respond to inquiries, process and track transactions and acknowledgments for stock transfers and IRA/QCD gifts., • Foundations & Corporate Partnerships:Assist in drafting donor impact reports, track grant deadlines, and maintain a repository of funder materials. Track grant deadlines and collaborate with the grants and Finance teams., • Strategic Partnerships:Support partnership cultivation efforts, scheduling, and coordination of collaborative cross-department initiatives. Special Projects: • Support donor recognition activities and initiatives (e.g., special events, donor signage, etc.) as requested., • Support efforts to develop and execute a donor membership program., • Assist with special projects as requested. Candidate Profile The ideal candidate is a highly organized, detail-oriented professional who thrives at the intersection of fundraising operations, project management, and cross-team collaboration. They are proactive, system-minded, and energized by supporting multiple fundraising efforts in a fast-paced, impact-driven nonprofit environment. This person is a natural coordinator, someone who enjoys managing timelines, tracking deliverables, and ensuring nothing falls through the cracks. They bring strong project management skills (ideally with Asana) and are comfortable juggling multiple priorities while consistently meeting deadlines. They take pride in operational excellence and understand how strong systems and processes directly support donor relationships and fundraising success. The ideal candidate is also data-savvy and tech-forward, with hands-on experience working in a CRM such as Salesforce. They value data accuracy, understand the importance of clean donor records, and are confident generating reports, donor lists, and dashboards to support fundraising strategy, stewardship, and leadership decision-making. Experience or interest in donor research tools (e.g., iWave, WealthEngine) is a plus. Collaboration is central to their working style. They communicate clearly, build trust across teams, and enjoy acting as a connector between functions, including Major Gifts, Mid-Level Giving, Planned Giving, Foundations, Corporate Partnerships, Finance, and Data. They are comfortable providing administrative and logistical support while also contributing to process improvement and strategic execution. Above all, the ideal candidate is eager to grow in nonprofit development. They are curious, adaptable, and motivated to gain exposure across multiple fundraising disciplines. They understand the value of execution, accountability, and teamwork, and they bring a positive, solutions-oriented attitude to their work each day. This role is well-suited for someone looking to build a long-term career in development operations while becoming a trusted, go-to partner within a collaborative, high-performing development team. Required Education and Experience • 2+ years of experience in nonprofit development, fundraising, or administrative support or relevant experience., • Strong organizational and project management skills with keen attention to detail., • Experience working with donor databases (Salesforce, Raisers Edge, or similar CRM), Asana, and Microsoft Suite., • Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment., • Excellent written and verbal communication skills., • Strong analytical skills and proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)., • Self-starter, able to work with little supervision and strong self-initiative skills., • Bachelor's degree or relevant work experience., • Detail-oriented, independent thinker., • Team player with a good sense of humor. Compensation $50,000 - $55,000 USD annually Smile Train team members enjoy a full range of innovative benefits Travel 5% Application Process Smile Train is an equal opportunity employer, committed to inclusive hiring and dedicated to diversity in our work and staff. We strongly encourage candidates from all groups and communities to apply. To apply, please complete the application online. Include yourCV and a cover letterexplaining why you would be a good fit for Smile Train and this role. Only those who provide a cover letter as directed will be considered. We encourage interested applicants to submit their applications as soon as possible.

Job DescriptionQuix Recruitment is excited to collaborate with a prestigious Big 4 professional services firm to recruit for a Tax Senior Associate role within their Tax Line of Service, based in the Cayman Islands. This role offers you the opportunity to work with world-class clients in the asset and wealth management sector while advancing your career in a dynamic and globally respected environment. About the Role As a Tax Senior Associate, you will take on a proactive leadership role within a high-performing team. This position involves working closely with clients to deliver strategic tax solutions that address evolving business and compliance challenges. Key responsibilities include: • Managing and overseeing tax compliance obligations for multinational and local clients., • Advising on cross-border tax strategies and responding to regulatory inquiries., • Developing and implementing tax planning strategies that support client business objectives., • Assisting with projects such as tax reporting, corporate strategy, transfer pricing, and mergers and acquisitions. This role combines hands-on client engagement with opportunities to refine your technical and leadership skills in a supportive and collaborative setting. Key Responsibilities • Manage multiple client engagements, reporting directly to Managers and above., • Lead and train junior staff, fostering technical expertise and professional growth., • Build and sustain strong client relationships to deliver tailored solutions., • Stay informed about local and global tax issues, particularly in the asset and wealth management sector., • Actively participate in business development initiatives and internal branding activities., • A Bachelor’s degree in Accounting, Finance, or a related field (required)., • A CPA, Enrolled Agent, or Master of Taxation, or active progress toward one (preferred)., • Relevant tax experience in U.S. partnership and/or corporate tax (required)., • Expertise in compliance and consulting for investment partnerships, including hedge funds, mutual funds, private equity, and venture capital funds., • Strong analytical, problem-solving, and leadership abilities., • No Direct Taxes: Maximize financial benefits with no income tax., • Global Financial Hub: Engage with leading clients in fund and wealth management industries., • Tropical Paradise: Enjoy pristine beaches, a vibrant multicultural community, and year-round warm weather., • Competitive salary and a full benefits package, including medical insurance for you and your dependents., • Relocation support covering flights, accommodation, and transportation for you and your family., • Pension contributions and a generous vacation allowance, including holiday closures. This role is ideal for tax professionals seeking to elevate their careers in a premier global setting while enjoying the exceptional lifestyle of the Cayman Islands. Confidentiality Statement Quix Recruitment is committed to maintaining the highest level of confidentiality throughout the recruitment process. Your application will remain private and will not be shared with your current employer or the hiring company without your explicit consent. Disclaimer All personal information collected during the application process will be used solely for recruitment purposes and will not be shared with third parties without your consent.

Job Description We are looking for a Trust and Estates Associate to join a midsize law firm in New York, New York. The ideal candidate will bring 1-5 years of expertise in trust and estates law, with a strong background in estate planning, administration, and tax preparation. This role requires an individual who is organized, attentive to detail, proactive, and capable of both leading and collaborating effectively. Responsibilities: • Handle estate planning and administration tasks, including drafting legal documents, asset protection strategies, and wealth transfer techniques., • Prepare estate tax returns, gift tax returns, and manage probate administration processes., • Administer high-value trusts, including foreign trusts and complex estate planning matters., • Provide guidance on fiduciary tax matters and oversee compliance with relevant regulations., • Represent clients in Surrogates Court and manage legal proceedings related to estate administration., • Collaborate with clients to develop tailored solutions for multi-generational wealth planning., • Conduct thorough reviews and updates of trust agreements to ensure alignment with current laws., • Maintain effective communication with clients, ensuring their needs are addressed promptly and professionally., • Stay informed about changes in estate and tax law to provide accurate and timely advice., • Build and maintain strong client relationships to support long-term partnerships., • Must hold a valid license to practice law., • Minimum of 1 year of experience in trust and estates law., • Proficiency in estate planning, administration, and wealth transfer techniques., • Knowledge of fiduciary tax regulations and trust administration practices., • Experience preparing estate and gift tax returns., • Familiarity with Surrogates Court procedures and probate administration., • Strong organizational and time management skills., • Excellent communication and interpersonal abilities.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc., a leading investment bank, is currently seeking an equity research associate to support the award-winning Software franchise. The position is located in San Francisco or New York City. Our ideal candidate has been an equity research associate in technology, another sector and wants to move over to cover the software industry, or has a strong background in finance and accounting, and is proficient at modeling complex businesses and working with AI technology. Strong modeling skills is a must have for the job. Prior work experience analyzing or managing financial statements or quarterly earnings reports as part of a wealth management institution, an investment bank, an accounting firm, or an accounting or finance role within a finance department is ideal. Exposure to the software industry and/or to equity research is a plus, though we will consider all qualified candidates. The research associate will be part of a small team and will work in conjunction with and support the senior analyst, on all aspects of developing and marketing equity research products, including: research reports, models, and industry analysis. The position demands independence, initiative, a willingness to travel to industry events, and entrepreneurship, as the associate will gain responsibility over a broad array of financial model building and updating, report writing, and other duties. Attention to detail, a strong work ethic, and ability to multi-task are also critical. In addition to the above, we look for people who possess, or have the potential to possess, the following characteristics: • Strong financial modeling, accounting, valuation, and quantitative skills. Associates are responsible for building and maintaining integrated I/S, B/S, and C/F models, and for organizing and maintaining industry data., • Strong writing and analytical skills. Associates are responsible for writing and producing company initiations, equity research reports, and marketing presentations., • A passion for the stock market, the technology industry, and equity research. It is highly advantageous to have exposure to the financial markets and equity research, as well as an understanding of the day-to-day responsibilities of an equity research associate., • Strong sales and communication skills. Associates will interact with internal sales and trading and external clients. Responsiveness and professionalism is important., • Ability to work independently and initiate and accomplish projects with minimal supervision., • Self-starters with a strong work ethic are necessary skills given the demands of working for a Wall Street firm., • Ability to organize, prioritize and manage multiple projects simultaneously., • PC skills: the position requires strong Excel skills and a fair command of Word, PowerPoint, Bloomberg, FactSet and AI technology like Copilot. For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $100,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description ABOUT ARCHIMED With offices in Europe, the US and Asia, ARCHIMED is a leading investment firm focused exclusively on healthcare. Our mix of operational, medical, scientific and financial expertise positions us as both a strategic and financial partner to healthcare businesses. Priority areas include Biopharma Products, Consumer Health, Healthcare IT, In Vitro Diagnostics, Life Science Tools and Biologic Services, MedTech and Pharma Services. ARCHIMED helps partners internationalize, acquire, innovate and expand their products and services. ARCHIMED manages €8 billion across its funds, including the largest healthcare-only private equity fund raised by a European-based GP. MED I, MED II and MED Platform I are all top-decile performers for their vintage according to Preqin data. Since inception, ARCHIMED has been a committed impact investor, both directly and through its EURÊKA Foundation. THE TEAM An international team (French, British, German, Polish, Canadian, US, Japanese) with complementary backgrounds across investment, medical, scientific, strategic and operational disciplines. Alumni of INSEAD, Berkeley, Georgetown, Bocconi, HEC Paris, École des Ponts ParisTech, ESSEC, Imperial College and Dartmouth, among others. Professional backgrounds spanning Private Equity (3i, Siparex, USS Ltd, Barings, Capiton, Partners Group), Consulting (A.T. Kearney, Bain, McKinsey), M&A (Lazard, EY, KPMG, PwC) and Industry (Biotronik, Cerba, pharmacy and veterinary). THE ROLE Reporting to the Head of Investor Relations and working in close partnership with the firm's Partners and senior leadership, the Principal of Investor Relations will serve as a senior leader of the IR function with shared accountability for the firm's global capital formation strategy and LP franchise. This is a Partner-track role with significant external visibility, senior internal influence and direct responsibility for the growth and institutionalization of ARCHIMED's investor base. The Principal will help shape the forward trajectory of the firm's capital base across flagship funds, co-investment vehicles, GP-led secondaries and new product initiatives, and will act as a primary relationship owner for the firm's most strategic LPs. CAPITAL FORMATION & STRATEGIC LEADERSHIP Partner with the Head of IR and firm leadership to define and execute the firm's multi-year capital formation strategy, including fund architecture, investor segmentation, geographic prioritization and new product development. Hold direct accountability for fundraising outcomes across assigned channels and regions, including pipeline development, LP conversion and commitment sizing against stated targets. Lead the firm's positioning and narrative to the global LP community, ensuring a consistent, differentiated and compelling articulation of strategy, performance, healthcare thesis and impact track record. Own the firm's most strategic LP relationships globally, including sovereign wealth funds, major public pensions, global insurers, top-tier endowments and foundations, and lead consultants. Serve as a trusted senior counterpart to CIOs, heads of PE and investment committees. Identify, cultivate and convert new pools of capital, including untapped geographies, new LP types and new product formats, to support the firm's long-term AUM growth and platform expansion. Serve as a senior external spokesperson for ARCHIMED at major industry conferences, LP advisory boards and public forums, and represent the firm in the most sensitive LP conversations. IR FUNCTION LEADERSHIP Co-lead the IR function alongside the Head of IR, with shared accountability for team structure, talent development, performance management and succession planning across the global IR organization. Set and elevate the standards for LP reporting, communications, servicing and engagement, ensuring the IR platform operates at the level expected by the world's most sophisticated institutional investors. Oversee the firm's LP servicing infrastructure including capital calls, distributions, DDQ management, ODD responses, secondary transfers, side letter administration and bespoke LP workstreams. Lead the strategic design and delivery of the Investor AGM and other flagship LP events, ensuring they serve as a genuine driver of LP engagement and franchise strength. Mentor and sponsor the development of Directors, Associate Directors and junior IR team members, and play an active role in recruiting senior IR talent as the platform scales. CO-INVESTMENTS, GP-LED SECONDARIES & STRATEGIC CAPITAL Lead the strategic direction and execution of the firm's co-investment program, partnering with deal teams to syndicate opportunities efficiently, build deep co-invest partnerships with LPs and optimize terms. Drive the structuring and execution of GP-led secondaries, continuation vehicles, separately managed accounts and other bespoke capital solutions, working alongside Partners, deal teams, secondary advisors and legal counsel. Help shape the evolution of ARCHIMED's fund platform, including the incubation and launch of adjacent strategies and new product lines where strategically accretive. Requirements • 12 to 18 years of relevant experience, with a strong track record in senior investor relations, capital formation or LP coverage roles within private equity, alternative asset management or top-tier placement., • Established and directly transferable network of senior institutional LP relationships across North America, Europe, the Middle East and Asia, with demonstrated ability to independently originate, advance and close significant LP commitments., • Demonstrated track record of contributing to successful fundraises at scale (multi-billion euro or dollar funds), ideally including flagship funds, co-investment vehicles and GP-led transactions., • Sophisticated financial acumen. Deep fluency with fund structuring, LPA terms, economics, performance attribution, portfolio analytics and the quantitative and qualitative diligence expectations of the most sophisticated LPs., • Advanced knowledge of market practice, product innovation, fund structuring alternatives and the competitive dynamics of the global PE landscape. Healthcare sector credibility a strong plus., • Exceptional executive communicator and external presence. Able to hold a room of senior LP decision makers and translate complex investment theses, healthcare dynamics and deal structures into sharp, credible narratives., • Proven leader and team builder with experience managing, mentoring and developing IR professionals, and shaping how an IR function operates and scales., • Commercial, entrepreneurial and partnership-minded. Takes ownership of outcomes, moves with pace and brings a genuine builder's orientation to the growth of the firm., • Advanced Excel and PowerPoint skills. Fluency with institutional IR CRM platforms (Dynamo, Backstop, Altvia or similar)., • Higher education degree in finance, economics or business administration. CFA or MBA strongly preferred., • Embodies and reinforces ARCHIMED's cultural values of inclusion, meritocracy, partnership, accountability, client focus and trust.

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 Senior Associate to support Arch’s various client segments and help ensure consistent, high-quality delivery across onboarding and post-onboarding workflows. In this role, you’ll partner closely with Client Implementation Specialists and cross-functional teams to support clients such as RIAs, Multi-Family Offices, and advisory firms. You’ll focus on operational execution, data quality, reporting accuracy, and client readiness while helping scale the systems and processes that support account growth. This role is ideal for someone who enjoys working cross-functionally, thrives in fast-moving environments, and takes pride in delivering reliable, polished client experiences. What You’ll DoSupport Account Operations * Support day-to-day Operations efforts by partnering closely with Account Managers and Implementation Specialists to align priorities, track account health, and execute operational initiatives. * Help ensure consistent, high-quality client experiences by monitoring data accuracy, reporting reliability, and operational follow-through across accounts. * Support operational excellence by maintaining strong standards around data integrity, documentation, and delivery timelines. Data Quality and Reporting Support * Monitor incoming data from clients and institutional sources, identifying discrepancies and resolving issues quickly. * Assist with client-specific reporting needs and data customization, translating technical requirements into clear, client-facing outputs. * Support ongoing account updates, reconciliations, and documentation workflows, including tax-related deliverables when needed. Cross-Functional Collaboration * Act as a connective layer between Account Management, Client Implementation, Product, Data, and Operations teams to support new workflows, tools, and process rollouts. * Coordinate internally to ensure client needs are met efficiently and consistently. * Maintain detailed account documentation and notes in internal systems to support continuity and handoffs. * Share insights from account workflows to inform product and process improvements. What We’re Looking For * 1-2+ years of professional experience in operations, project management, client support, consulting, finance, or a related field. * Strong organizational and project management skills, with the ability to juggle multiple priorities and see work through to completion. * Detail-oriented and analytical, with the curiosity to investigate issues, ask thoughtful questions, and validate information across systems. * Comfortable working independently in a fast-paced environment while collaborating closely with cross-functional partners. * Clear communicator who can translate operational or data-related details into actionable insights. * Familiarity with financial or data-driven environments, or the ability and interest to quickly learn how investment or reporting data is structured and shared. Nice to Have * Experience in wealth management, private funds, family offices, accounting, or fintech. * Exposure to concepts like IRRs, capital calls, K-1s, or NAV reporting. * Experience with SQL or interest in developing technical and data analysis skills. 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 - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $85K - $95K

Job Description Munich Airport NJ LLC is a US-based subsidiary of the German Airport Operator Munich Airport. Munich Airport NJ LLC is responsible for the operations, maintenance, and concession management of Terminal A at Newark Liberty International Airport (EWR). Environmental Sustainability Intern This is a paid Environmental Sustainability (ES) Internship position. Join our team for the Summer of 2026. The ES Intern will assist the Environmental Health and Safety Manager and the Environmental Sustainability Specialist at EWR’s Terminal A in supporting real-world energy efficiency and building performance initiatives throughout the terminal. Hours (up to 24 hours per week) are flexible to accommodate your schedule. ES Intern Responsibilities EWR Terminal A has been awarded Leadership in Energy and Environmental Design (LEED) Gold certification for Building Design and Construction from the U.S. Green Building Council. The next step is to maintain and enhance high-performance operations in alignment with LEED Operations + Maintenance (LEED O+M) with a strong emphasis on the Energy & Atmosphere credit category. The ES intern will assist in collecting operational energy data, preparing a centralized database for analysis, and supporting energy-related management practices. The internship will conclude with a comprehensive Energy Best Management Practices report, including recommendations for energy reduction, operational efficiency, and alignments with LEED O+M requirements. During this internship, you will gain experience in: Energy Monitoring, Performance, and Verification * Learning the fundamentals of a Measurement and Verification plan, including how energy savings are measured within the Terminal’s daily operations and maintenance practices. * Using utility invoices, metering data, and building systems information to collect, track, and analyze energy consumption trends. * Supporting documentation and data collection associated with LEED O+M v4.1 credits in energy performance. LEED Knowledge & Professional Development * Learning the structure and the use of the LEED credit library, with emphasis on LEED O+M v4.1 guide. * Receiving 16 hours of online training towards passing your LEED Green Associate certification. * Gaining valuable, marketable experience in aviation energy management and environmental compliance at a major airport terminal. * Working as a part of a team of professionals who embrace diversity, foster collaboration, practice mentorship, and believe in a positive, healthy work climate. Education & Experience * Currently pursuing a degree in the environmental field, including but not limited to: Environmental Sustainability, Environmental Science, Environmental Engineering. * Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint. * Strong attention to detail and excellent organizational skills. * Demonstrated ability to learn and employ the basics of research, design, and application within his or her discipline. * Demonstrated interest in energy efficiency or building performance through coursework, projects, or extracurricular involvement. * Strong analytical skills, with comfort working with data related to energy consumption, building operations, or environmental metrics. * Legally authorized to work in the U.S. on a full-time, permanent, and ongoing basis without requiring sponsorship now or in the future. * Ability to successfully pass a background check to work in the secure areas of an airport. The base salary range for this role is $21.25 per hour. You will learn a wealth of information about the aviation industry and airport operations while here, and if this internship goes full-time, additional benefits such as medical, dental, vision, and 401(k) will be offered! Total compensation, including base salary to be offered, will depend on elements unique to each candidate, including candidate experience, skills, education and other factors permitted by law. Munich Airport US Holding and its subdivision Munich Airport NJ LLC are equal opportunity employers. Munich Airport NJ LLC Terms and Conditions: 1. MANJ will only contact you via SMS to follow up on job applications and schedule interviews., 2. You can cancel the SMS service at any time. Just text "STOP" to the short code. After you send the SMS message "STOP" to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again., 3. If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at {support email address or toll-free number}., 4. Carriers are not liable for delayed or undelivered messages, 5. As always, message and data rates may apply for any messages sent to you from us and to us from you. You will receive {message frequency}. If you have any questions about your text plan or data plan, it is best to contact your wireless provider., 6. If you have any questions regarding privacy, please read our privacy policy below. Privacy Policy: We collect your mobile number and related opt-in data for the delivery of SMS messages. Your mobile opt-in data and consent will not be shared with third parties or affiliates for marketing or promotional purposes. Powered by JazzHR Af4wR2Zgcd

Job Description Development Associate About New York Theatre Workshop: At New York Theatre Workshop, we work relentlessly to empower visionary theatre‐makers and bring their work to adventurous audiences through productions, artist workshops, and education and community engagement programs. We're proud to be a home base for many of the most significant theatre‐makers of our time, nurturing groundbreaking writers like Nathan Alan Davis and Celine Song alongside powerhouse playwrights like Amy Herzog and Ayad Akhtar. From Rachel Chavkin and Lileana Blain‐Cruz to Whitney White and Rubén Polendo, we empower inimitable auteur‐directors and give invaluable support to tremendous talents in the earliest days of their careers. We've maintained decades‐long relationships with legendary theatre‐makers like Will Power, Ivo van Hove, Dael Orlandersmith, and Caryl Churchill, who have shaped our very understanding of what theatre can be. Since our founding in 1979, we've produced over 150 fully realized productions including Jonathan Larson's Rent; Tony Kushner's Homebody/Kabul; Doug Wright's Quills; Claudia Shear's Dirty Blonde; Rick Elice's Peter and the Starcatcher; Glen Hansard, Markéta Irglová, and Enda Walsh's Once; and David Bowie and Enda Walsh's Lazarus. Enabling our artists to push boundaries generates work like Nathan Alan Davis's Nat Turner in Jerusalem, Anaïs Michell's Hadestown, Mfoniso Udofia's Ufot Family Cycle, Heidi Schreck's What the Constitution Means to Me, Jeremy O. Harris's Slave Play, Kristina Wong's Kristina Wong, Sweatshop Overlord, and Moisés Kaufman and Amanda Gronich's Here There Are Blueberries. NYTW productions have received a Pulitzer Prize, 29 Tony Awards, 2 Grammy Awards, and numerous Obie, Drama Desk, and Lucille Lortel Awards. But that's not what we're proudest of. We take the greatest satisfaction from the community we've built and the perspective‐shifting experiences we've delivered along the way. We think that theatre can bring people together, change the conversation, and have a profound impact. We feel fortunate to get to support it. If that sounds like something you're interested in, we'd love to meet you. About the Team: Our development team includes five full‐time employees and one Development Fellow led by the Director of Development, and they oversee all aspects of fundraising. The Development Associate reports directly to the Individual Giving Officer and Director of Special Events and works closely with every member of the development team to collaboratively meet our goals. About the Position: • Serves as a concierge to all individual donors, including Repeat Defenders (our patron program,) Young Defenders (our young patron program,) as well as Trustees, major donors, and special event attendees. Concierge services include sending invitations and tracking RSVPs, booking tickets, sending reminder emails, making phone calls, and tracking donor interactions in our database Spektrix, among other activities., • Stewards meaningful relationships with NYTW's donors and assists in renewal outreach and communication., • Responsible for all acknowledgement letters for individual donors, including accurately pulling and preparing data for mail-merges, as well as printing, packing and mailing letters., • Conducts prospect research and wealth screening to help identify new potential funders for NYTW and its programs., • Utilizes NYTW's CRM to pull various donor and gift reports for the Development department., • Supports event planning, including communications with guests, vendor management, conducting research, and generating materials., • Supports event set-up and tear-down alongside the Development team., • Participates in cultivation and stewardship throughout events, and manages post-event communications., • Manages note taking and a comprehensive calendar, including calendaring and taking minutes for team meetings and donor and Board meetings/activities., • Coordinates direct mail and email campaigns. Responsibilities include, but are not limited to, list segmentation, securing print and mail house vendors, printing, mailing, delivery, and acknowledgement of gifts., • Works with the marketing team to source and produce content for donor communications including appeals, website pages, and newsletters., • Is an active participant in working toward the Development department's equity, diversity and inclusion goals and serves on the Audience Services Committee, a cross-departmental group that actively works on developing intervention and disruption protocols to mitigate harmful encounters and expand modes of feedback for audience members. This team also works to further NYTW's accessibility initiatives., • You are committed to an equitable and inclusive community., • You have an interest in fundraising., • You have a passion for theatre and a desire to build meaningful connections between adventurous theatregoers and visionary artists., • You are committed to open, proactive, and honest communication., • You build strong, collaborative relationships with fellow staff, Board members, and donors alike., • You are detail oriented and take pride in creating and engaging in efficient processes., • You have some level of customer service experience., • You are excited about digging into data, and fearless in mastering new data systems., • You embrace technology and envision how it can be a tool for deepening connection., • You enjoy a collaborative, team-focused working environment and have a goal-oriented approach to all tasks and initiatives., • You have experience working in arts administration, event production, or another area of the theatre industry., • You have experience with ticketing systems, database or project-management software and best practices. You have used programs like Spektrix, iWave/Kindsight, Tessitura, Salesforce, Raiser's Edge, Trello, Asana, AirTable, Microsoft 360, Social Tables, Canva, or others., • You find ways to help you and your teammates work smarter. Development staff are required to work a hybrid schedule in the office a minimum of three days and two remote days per week, with some weeks requiring additional in-person days, as determined in coordination with the position's managers. This role also includes evening and weekend work, and attendance at all in-person events is required. Given our active event calendar, in-office days and hours must remain flexible. As this position involves regular on-site responsibilities, candidates should plan to reside in the greater New York City area. We know that there are great candidates that may not have all the qualifications listed above but possess intuitive knowledge or other fully transferable skills. So don't hesitate to apply and tell us about yourself if that's you. NYTW is an Equal Opportunity Employer (EOE). We are committed to diversity in all areas of our work, on and offstage. We encourage applicants with a unique cultural perspective inclusive of race, ethnicity, gender identity or expression, class, physical ability, and sexual orientation. To apply, please submit a resume and cover letter via the portal to the right no later than May 25th, 2026.

Job Description:\n\n Job Title: Operations and Program Administration Intern, Pre-College Organization: Edconic, Pre-College and Collegiate Division Department: Pre-College Prepared By: Associate Director, Operations, Pre-College Preparation Date: January 2026 Positions Available: 3 Why This Internship?This internship provides hands-on experience supporting large-scale, residential pre-college programs in New York City, delivered in partnership with globally recognized institutions including The School of The New York Times, Vogue Summer School, WIRED, and Sotheby’s Institute of Art. Interns develop practical skills in education operations, student services, academic programming, and cross-departmental collaboration, while gaining meaningful exposure to the media, fashion, and arts education industries. Program Information With New York City as their home and classroom, Sotheby’s Summer Institute students are immersed in the most vibrant global art capital with auction houses, blue chip and emerging galleries, world class museums, artists’ studios, private collections, arts foundations, and much more right in their backyard. Summer Institute provides students with an environment to learn, investigate, and explore the art world while forming life-long connections with friends and mentors. This unique pre-college program offers three two-week sessions each with exclusive, academically rigorous courses and bespoke activities and events designed to engage, inspire, and fuel creativity. All courses are taught by leading art world experts and academics on a university campus in the heart of New York City. Vogue Summer School invites high schoolers to immerse themselves in one of the most important fashion capitals in the world: New York City. Opening the doors to a unique world of excellence and creativity, students will explore a wealth of topics shaping fashion today and in the future through the expert eye of the world’s most famous and influential fashion magazine: Vogue. Run by Condé Nast College of Fashion and Design, Vogue Summer School provides a world-class fashion education along with unrivalled access to the best and brightest minds in the industry. Our instructors are award-winning Vogue and Condé Nast journalists, including the teams at Glamour, GQ, and a host of other Condé Nast titles, as well as industry experts and recognized thought leaders in the business and strategic sides of the fashion, media and luxury lifestyle industries. WIRED Pre-College offers a unique educational experience designed to prepare students for college through a multidisciplinary approach. Students will engage directly with industry experts, explore cutting-edge innovation hubs where real-world change is happening, and develop hands-on projects that deepen their understanding of how technology shapes our society. Technology is inseparable from teenage life today. Our students aren’t just users of technology — they’re aspiring creators, innovators, and changemakers who want to build the future through it. With New York City as their home and classroom, WIRED students join the ranks of many of the world’s greatest thinkers, writers and dreamers. From New York’s world-class innovation hubs to startup labs and think tanks, this city is rich in creativity and inspiration, and its resources are seemingly endless. WIRED Summer Academy provides students with an immersive environment in which they learn, investigate and explore while having fun with friends, mentors and instructors who share their passions and interests. At The School of The New York Times, we translate the mission and values of The Times into educational programs. We encourage analytical thinking and help students sharpen journalistic skills such as writing, reporting, editing and media literacy. Our students engage with global issues, develop multimedia skills and learn to ask hard questions. And they do this all while exploring New York City landmarks, neighborhoods and newsrooms. About Edconic Knowledge is our passion. We thrive at the intersection of business and education and have built a global reputation for developing world-class learning programs to nurture the industry leaders of tomorrow. Our mission is to empower lives through education. We seek to understand the passions of a new generation of students to help transform those passions into meaningful and fulfilling career trajectories. We do this by delivering relevant, experiential courses taught by industry experts from the world’s best brands. Edconic has been operating for two decades beginning with the acquisition of the London campus of Sotheby’s Institute of Art in 2003. Over the years we have built a portfolio of world-class academic programs with iconic brands including Sotheby’s Institute of Art, The School of the New York Times (est. 2016), City Football Leadership Institute (est. 2022) and Conde Nast College of Fashion & Design (acquired in 2022). Edconic is owned by Cambridge Information Group (CIG), a family-owned investment firm since 1971 focused on long-term and meaningful ventures in education, technology, Position Description The role of Operations and Program Administration Intern spans 8 weeks over the summer and will play a crucial role in the support of ensuring the smooth delivery of our Pre-College programs. Essential Duties and Responsibilities The following are key responsibilities of the Operations and Program Administration Intern. Other duties may be assigned as needed: Support all on-the-ground operational processes to ensure the smooth execution of programsCollaborate with cross functional teams including Academics, IT, Finance, Marketing, Admissions, among others Support the faculty and contractor (guest speaker) booking, contract and payment processesLiaise with program Welcome Desk, the central communication center for the pre-college program, as well temporary administrative, academic and residential life staff. Assist in organizing program events including but not limited to Student Orientation, Parent engagement, student welcome soirees, Speaker Series and Closing CeremonySupport the maintenance of the program project management platform, Monday.com to track faculty onboarding informationActively participate in staff meetings, regularly scheduled program planning meetings, weekly one-on-one meetings with supervisor, and other meetings as assigned Supporting other teams and programs as requiredAdministrative oversight for the following:Site Visit Coordination: Liaise with the Academics/Operations team to track all logistics related to student site visits Classroom & Program Support: Assist with the preparation and distribution of classroom materials, educational technology, and boxed lunches. Ensure that all materials are delivered accurately and on time.Guest Speaker Coordination: Manage the onboarding paperwork for guest speakers, ensuring all necessary forms are completed and submitted. Support guest speaker logistics, including setting up Zoom calls for virtual speakers, on-site guest speaker pickup and handling any related technological needs.Communication Management: Facilitate communication between staff, faculty, and external partners and vendors.Student Support: Serve as a point of contact for student requests and concerns, providing guidance or redirecting to the appropriate staff when necessary.Faculty Liaison Support: Assist with the coordination of faculty-related activities, including the preparation and deployment of materials for Faculty on the first day of academic programming and other faculty-related events.Safety & Compliance: Adhere to safety and discipline protocols, ensuring a safe environment for students both on campus and during off-site activities. Knowledge & Abilities To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed here are representative of the knowledge, skill and ability required. Under the ADA, reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Knowledge and Abilities The requirements listed below are representative of the knowledge, skills, and ability necessary to perform this job successfully. Under the ADA, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Highly productive, able to work effectively and efficiently on a variety of projects simultaneously and autonomously Demonstrated project management skills, especially working across diverse teams and corporate cultures Excellent organizational and administrative skills with the ability to anticipate, improvise, and adapt for optimal resolutions: detail-oriented and proactive/self-starter Outstanding interpersonal skills/highly collaborative: work well within a team environment to plan, implement, and troubleshoot; as well as maintain composure in stressful situations, make sound judgments, and work under deadline pressure Proficient in Microsoft Office: Word, Excel, Outlook, and PowerPoint Proficient in/willing to learn the following systems, amongst others: Monday.comAirtable DocuSign electronic signature management systems (or similar)Orah-Student Engagement/Management SystemPronto Communication AppCanvas Learning Management System Additionally, the individual must:Demonstrate a high degree of professionalism, discretion and diplomacy in interpersonal relationships Must be adaptable to unexpected challenges, situations,and ever-changing environments. Must be willing to be flexible and pivot when necessarySupport and embrace diversity and inclusivenessComply with regular weekday (Monday-Friday) attendance/availability during core business hours and be available to work on-site in New York City onsite/in-person for the duration of program until July 31. Be willing and available to work additional hours, as needed Be willing and available to travel, as needed Be willing to obtain CPR certification Education, Work Experience and/or Licensure Must be legally authorized to work in the United States.Bachelor’s degree and current graduate student pursuing Arts Administration, Arts Management degree, or similarAt least 2 years of job experience in administrative roles, preferably in education or arts-focused settings (e.g., secondary education/university, or arts organizations/enterprise). Experience in a fast-paced, student-centered environment is a plus.Must be willing to obtain a CPR certification prior to the start of the program (a reimbursement will be provided) Language Skills While no special language skills are required for the position, applicants should be capable of upholding the highest standards of written and spoken English, in professional settings. The ability to speak another language is a plus. Employment Date, Hours, Schedule: The Operations and Program Administration Intern role is a full-time, temporary position from June 7-July 2026, including both Juneteenth and the 4th of July holidays, with the possibility of occasional evening work. Additionally, there will be two weeks of paid training prior to the start of the pre-college program. Candidates must be available to work during the entire term and be prepared for a dynamic, fast-paced environment. Physical Demands The physical demands listed here are representative of those that must be met by an employee to successfully perform the essential functions of his/her job. Under the ADA, reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Ability to sit, stand, walk, travel up and down stairs, crouch, stoop and reach. Ability to lift up to 25 lbs. Stipend The Operations Administrative Assistant position offers a stipend of $7,000 for the full summer program duration (4, two-week terms thus the equivalent to $1750 per Term). Additionally, there is a separate training stipend of $700.00. Schedule Operations Administrative Assistant must complete a series of online training and in-person training prior to start of program. Dates of commitment are as follows:May 25-June 5 Pre-College Virtual Onboarding and TrainingPre-College Term 1, June 7-June 19Pre-College Term 2, June 21-July 3Pre-College Term 3, July 5-July-July 17Pre-College Term 4, July 19-July 31 This position offers the following:An opportunity to work with a passionate team of diverse individuals including faculty and studentsAcademic environment with faculty and industry professionals of distinction Other Requirements All staff will be working closely with minors and will need to pass a criminal background check and successfully complete all training. All positions will require use of one’s personal cell phone. Work Environment The work environment characteristics listed here are representative of those an employee encounters while performing the essential functions of the job. Under the ADA, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of a basic office/academic environment. The above statements are intended to describe the general nature and level of work being performed by an individual assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified. Edconic reserves the right to modify this job description in its sole discretion. Edconic is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job DescriptionThuma is seeking a proactive Retail Associate to join our team in the SoHo neighborhood of New York City. Reporting directly to the Store Manager, the Retail Associate will exhibit an inviting, elevated, confident and friendly attitude whilst delivering a best-in-class customer experience as part of our New York City store team.Key Responsibilities • Provide exceptional customer experience, ensuring every guest receives warm, personalized service., • Maintain the store’s visual identity within brand guidelines through merchandising and stock replenishment., • Showcase excellent product and brand knowledge., • Work collaboratively to achieve daily goals and contribute to the overall success of the store., • Operate all systems seamlessly, including POS, inventory management, and clienteling platforms., • Serve as a Thuma Brand Ambassador., • Build and nurture client relationships., • Support the ecommerce customer experience team by responding to customer service emails when needed., • Step into the cafe when needed, taking orders and serving customers with precision and care., • Support Management on back-of-house operations., • Maintain store appearance and cleanliness on a daily basis., • Other activities and functions to facilitate store success as necessary. What You’ll Need, • This job requires availability to work flexible hours including weekends and occasional holidays., • This job requires the ability to work in-person at the Thuma Flagship in NYC., • 1-2 years of experience in Retail., • A proven record in delivering excellent customer service within a similar retail environment., • Keen attention to detail., • A proactive and motivated individual with the ability to take initiative., • Proficiency in Microsoft Office; experience with Shopify, NetSuite and Gladly is a plus., • Strong communication, collaboration and problem solving skills. Physical Requirements:, • Ability to be mobile on the sales floor for extended periods.

Wealth Management, Mortgage Product Owner (Associate) The Global Mortgage Solutions business is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential mortgages needs secured by properties in the US, UK, and French markets. The Global Mortgage Solutions team includes a global mortgage product team and a large team of Mortgage Specialists in multiple global locations who work with clients and bankers to guide them in their home lending financing needs. The US Mortgage Product Team is responsible for comprehensive product management, including strategic planning, creation, design, launch, and lifecycle management of all US mortgage and HELOC products and features offered in the US Private Bank. The team oversees the end-to-end platforms/products, from client-facing applications to point-of-sale (POS) and loan origination (LOS) products, that enable the mortgage offering. The mortgage product team aims to drive mortgage and HELOC growth by innovating, modernizing, and creating efficiencies using AI, automation, and traditional development solutions to scale the origination experience while preserving personalized advice. The team partners closely with Mortgage Specialists (LO's), Mortgage Operations teams, and Global Private Bank (sales) functions, as well as Technology, Legal, Risk, Compliance, and Marketing, to design and deliver solutions that enhance client experience and achieve business objectives. As a Mortgage Product Owner in Wealth Management, you are an integral part of the mortgage team that innovates, creates and executes the end-to-end product lifecycle for mortgage products, partnering with business and technology to translate requirements into actionable user stories and deliver compliant, high-quality solutions. You drive end to end executionfrom discovery and documentation through testing, UAT, and adoption. You execute outcome-focused delivery for defined features by turning data and stakeholder input into prioritized backlogs and clear acceptance criteria, coordinating launches within scope, and proactively managing dependencies, risks, and escalations to ensure timely delivery. With a commitment to scalability, resiliency, and stability, you collaborate across teams to support user adoption, reinforce regulatory alignment, and elevate the client experience. Job Responsibilities: • Collaborate with stakeholders to gather and analyze business requirements for product development., • Identify process inefficiencies and propose solutions aligned with strategic objectives., • Document requirements, process models, and system specifications, converting them into actionable user stories., • Work with IT and other departments to implement system changes that meet business goals., • Support testing and validation, representing end-users during User Acceptance Testing (UAT)., • Practice agile methodologies, including story mapping, backlog management, and adherence to scrum ceremonies., • Partner with Product Managers to elaborate features and ensure user stories meet readiness and completion criteria., • Lead communication between business and technology teams to define product features and project milestones., • Ensure all documentation is current, compliant, and meets regulatory standards in the mortgage industry., • Deepen product management skills across the full lifecycle by mastering the end-to-end mortgage origination process and its dependencies, and applying that business knowledge to define requirements, prioritize backlogs, and guide delivery., • Graduate/ Post Graduate with 4+ years of experience in product development, with a focus on requirements gathering and solutioning., • Self-starter with the ability to solve problems creatively and deliver results while working in a dynamic, collaborative, and challenging environment, • Proficiency with Microsoft Office tools, with particular skill in Excel, PowerPoint, JIRA, Confluence and VISIO/LUCID, • 3+ years of experience with the Mortgage/Lending industry, • Strong understanding of Mortgage/Lending products, processes, and regulations, with the ability to apply this knowledge to product development. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Location: Manhattan, NY Field Service/Installation Technician at Benco Dental At Benco Dental, our company is our family, and we are looking for a new addition to assist us in Driving Dentistry Forward. Please review the description below carefully to ensure that this position is the perfect match for you! What's in it for YOU? * Excellent Compensation Packages * Medical, Dental and Vision Benefits Effective on Day 1 * 401k Package, Paid Time Off Program, and Profit Sharing * Associate Discounts and Community Giveback Programs * College Tuition Savings Program * Caring Family Culture Toward all Associates * Certified as a FORTUNE Great Place to Work * Opportunities to Build a Better Benco through Diversity and Inclusion Resource Groups * Family owned for 90+ years Position Summary: The Field Service/Installation Technician is a vital part of our company providing hands-on support to our customers. Service Technicians are independent team players who want to be customer focused. As the Service Technician, you will offer solutions to our clients that extend beyond repairs and maintenance to exemplify our number one goal: driving dentistry forward. Benco Dental offers service technicians career development and will provide a strong sense of accomplishment. Do YOU Possess These Skills and Attributes? * Computer proficiency, including knowledge of Windows-based programs * Organizational skills * Problem solving skills * Exceptional communication skills No Bio-Medical (dental) Device repair experience? No problem! Other relevant experience includes: * Mechanical or Technical experience/education * Electrical, Customer service, Military, or Software/hardware experience * Pneumatics * HVAC Do These Responsibilities Interest YOU? * Providing maintenance and repair services out in the field * Training staff on using equipment * Training customers on using equipment Do YOU Meet These Requirements? * High School Diploma or equivalent * Valid driver's license and clean driving record (Required) * Technical training in the bio-medical or electronics field (Preferred) * Physical: * Routine walking, bending, kneeling, and squatting, sitting, standing, reaching, and twisting * Must frequently lift/lower/carry/push/pull 1 to 55 pounds, occasionally lift/lower/carry/push/pull 56 to 100 pounds * Position requires routine pushing, pulling, grasping and manual dexterity in the use of hands, arms and shoulders * Able to work in tight spaces * Frequent travel to customer sites (daily) and occasional use of power tools The base pay range of $21.63-25.00/hour represents the low and high end of the hiring salary range for applicants that meet the minimum qualifications (tech in training). Actual salaries will vary and may be above or below the range based on factors including but not limited to location, experience, and performance. The hiring range listed is just one component of our total compensation package for employees. Other financial rewards may include bonuses, profit sharing, and Paid Time Off. Who We Are: It's our Mission to Drive Dentistry Forward Benco Dental, the largest privately owned, full-service dental distributor in the United States, has remained in the family since 1930-a family that now includes our more than 40,000 customers and over 1,500 associates in the 48 contiguous states. We provide more supply and equipment options than any other full-service distributor, an offering enhanced by a comprehensive suite of services, including office design, equipment repair, practice coaching, financing and project management, wealth management and dental-specific technology solutions. These services are supported by over 400 professionally trained sales representatives and 300 factory-trained service technicians who begin every task by asking "What does the customer want?" If you enjoy working for a progressive company, who is committed to diversity in our workforce, who values all customers and associates, who also provides the opportunity for growth and development- we encourage you to learn more about our Benco family. We are looking for driven professionals who want to play a key role in our future success, while making a positive impact within our industry. Thank you for your interest in Benco Dental. We look forward to hearing from you! We're proud to be an equal opportunity and affirmative action employer. At Benco Dental we celebrate our associates' differences to foster a culture of diversity and inclusion every day. Click here to learn more about how we promote Equal Opportunity and Diversity and Inclusion at Benco. *This position is a field-based / territory-based / virtually- based / remote-based position that does not require consistently reporting to a physical Benco location.

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with questions and recommendations * Manage sales transactions while working assigned cash register * Maintain security of cash and protect company assets * Keep the store well-stocked, and recover merchandise * Receive merchandise and help with unloading trucks, stock replenishment in accordance with productivity standards * Ensure a positive, safe, and respectful environment while maintaining professional and friendly interactions with customers, associates, and leaders * Responsible for maintaining the cleanliness throughout the store, including cleaning and restocking bathrooms, sweeping and mopping floors, taking out the trash, and ensuring all areas are neat and presentable * Other duties as assigned* Skills and Experience: * High school diploma or equivalent is preferred * Previous customer service experience in retail, hotel, restaurant, grocery, or drug store environment is highly preferred * Ability to follow instructions and interpret operational documents is required * Must be able to lift between 30 and 50 lbs. from floor to above shoulder height and meet demands of frequent walking, standing, stooping, kneeling, climbing, pushing, pulling, and repetitive lifting * Excellent customer service and relationship management skills are required * Strong organizational and communication skills are required * Strong problem-solving and decision-making skills are required Perks and Benefits: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental, and vision insurance, we offer: * Employee Assistance Program * Retirement plans * Educational Assistance * And much more! We are an equal opportunity employer and committed to recruiting, hiring, training, and promoting qualified people of all backgrounds, and mak e all employment decisions without regard to any protected status. In accordance with local laws in AZ, AR, CO, FL, GA, ID, IL, IA, KS, ME, MS, MO, MT, NE, NV, NH, NM, ND, OK, OR, SC, SD, TN, TX, UT, VT VA, WV, WI, and WY, minors are also eligible to be considered for employment in certain roles. We are committed to complying with the Americans with Disabilities Act (ADA) and providing reasonable accommodations to qualified individuals with disabilities . This job specification should not be construed to imply that these requirements are the exclusive standards of the position. This is not to be considered a complete list of job duties, which appear in the job description for this position, and which may be amended from time to time at our discretion. Incumbents will follow any other instructions and perform any other related duties as may be required by their supervisor. Please note, this job description is not a contract of employment and may be modified to meet evolving business needs. Employment is at-will, meaning that either the employee or the company may terminate the employment relationship at any time, with or without cause or notice. Part time 2182 3rd Avenue,New York,New York 10035-3501 05126 Dollar Tree 17 17.5

Develop strategic communication plan with administrative assistant population to enhance connectivity. Support the oversight of ~200+ Administrative Assistants across Asset & Wealth Management Americas. Partner closely with AWM Leadership and Admin Manager to support performance management, developm

As a primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals. Across Wealth Management, Goldman Sachs helps empower clients and customers aro

At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. Goldman Sachs Asset & Wealth Management provides advice, investing and execution for institutions and individuals across public and private markets. As a primary investment area within Goldman Sachs, we pr

The Client Service team wants you as a Client Associate! By joining J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting J.P.Morgan Advisors' clients, and Middle Office partners. Responsibilities: • Position involves extensive client contact (through both email and phone calls). Individual will be involved in all activities that touch existing clients only., • Collaborate with both front office and operation teams to complete client and business-related requests., • Receives orders from clients in diverse products; includes mastering product-specific applications, ensuring completion of necessary documentation., • Perform account maintenance including money transfer requests, address changes, restrictions, etc., • Send notifications and action overdraft items for all JPMA deposit accounts., • Assists and manages ad-hoc projects and reporting., • Bachelor's degree or equivalent experience required, • Series 7 & 66 licenses strongly preferred must successfully obtain within 180 days from start, • 2-3 years of Client Service experience, and ability to work on complex issues, • Highly proficient user of Word, PowerPoint, and Excel

Senior Associate, Financial Services Tax Team. At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.

The ETF Portfolio Management Team within WIS is responsible for the oversight and management of ETF portfolios, including portfolio rebalancing, cash management, risk management and other day-to-day portfolio-related activities. The ETF PM team works with ETF market makers to manage primary market c

Effectively profile advisors to understand their practice, clients, and investment process, so we can better serve their needs and strategically position Goldman Sachs Alternatives. Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as i

JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.

Portfolio & Performance Analyst - Associate. As a Portfolio & Performance Analyst - Associate within JPMorgan Wealth Management (JPWM), you will support the Portfolio Analysis Group by delivering portfolio and performance analytics and reporting that enable strong investment outcomes and client comm

Job Description About Futu US Inc. Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise., • Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation. Premier Client Service Specialist Office Location: Jersey City, NJ & Dallas, TX About the Team & Role: Moomoo Financial seeks a polished Premier Client Service Specialist to deliver exceptional, dedicated support to our high-net-worth (HNW) and premier clients. This role is central to providing white-glove service for account onboarding, asset transfers, and ongoing relationship management, with a focus on understanding client needs, addressing concerns, and executing retention strategies for at-risk clients. The ideal candidate is a proactive and consultative professional with deep platform expertise, dedicated to building long-term trust with our most valuable clients and ensuring a superior service experience at every touchpoint. What You'll Do: 1. Premier Client Service & Relationship Management (Primary Focus) • Act as the primary dedicated liaison for VIP clients, managing complex inquiries related to equities, options, margin, and account management., • Lead and oversee the seamless end-to-end process for premier client onboarding, account funding, and stock transfers, including handling corporate accounts., • Proactively monitor client relationships, identify potential needs, and provide dedicated support to enhance client satisfaction and loyalty., • Serve as the key point of contact for premier clients, providing timely and accurate responses via email, phone, and other channels. 2. Client Retention & Strategic Support • Proactively identify at-risk clients expressing dissatisfaction or intending to withdraw significant assets., • Lead retention efforts by initiating direct contact, understanding the root cause of issues, and presenting tailored solutions to preserve the relationship., • Develop and implement strategies to enhance client satisfaction and improve overall service delivery for the premier segment., • Analyze client feedback and pain points to advocate for platform or service improvements that benefit the HNW client experience. What You Bring: • FINRA Series 7 & 63 licensed., • Bilingual (Chinese & English), • 3+ years in financial services with demonstrated success in premium client support (e.g., wealth management, private client services, or similar)., • Exceptional communication and relationship-building skills, with a proven ability to manage high-touch client relationships. Act as the key relationship associate for MFI premier clients by providing timely and accurate responses to inquiries via email, phone, and other communication channels., • Strong platform expertise and working knowledge of brokerage operations, trading products, and complex account procedures., • Proven experience in handling and serving corporate accounts., • Proactive problem-solver with a demonstrated ability to identify client needs, de-escalate concerns, and present effective solutions., • Collaborative mindset with the ability to work effectively across Service, Marketing, and Compliance teams. Preferred Qualifications: • Experience in developing and implementing client retention strategies., • Background in compliance or a strong understanding of regulatory frameworks governing client communications., • Demonstrated ability to build deep client relationships, identify growth opportunities, and drive long-term loyalty., • Skilled in trading products and delivering platform demonstrations. What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $70,000 - $110,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About our role: We are looking for a highly motivated and licensed Financial Customer Experience Associate to lead moomoo’s in-person activations in our NYC Brand Store. In this role, you will be driving sales, building customer relationships, and handling live customer support. This role combines financial expertise, client relationship management, and event leadership to deliver an exceptional in-person customer experience. You will oversee store operations, drive client acquisition, provide licensed investment guidance, and ensure compliance with FINRA and SEC regulations.This is a hands-on position perfect for someone who thrives in high-energy environments, excels at client engagement, and has a deep passion for finance and the U.S. stock market. Requirements Key Responsibilities: • Financial Expertise - Learn and maintain a deep understanding of moomoo's history, mission, product features, trading tools, and customer promotions to effectively communicate value to clients, • Client Onboarding -Assist customers with account openings, deposits, and account modifications on-site, • Sales & Promotions Management -Manage and plan sales promotions and marketing campaigns for the Brand Store, • Client Support - Provide exceptional client support by answering incoming questions about moomoo products and services, • Sales & Inventory Tracking - Track and report merchandise inventory, sales, and customer conversion data at each event, • Cross-Functional Collaboration - Collaborate with cross-functional teams to support/create promotional campaigns, marketing initiatives, and sales efforts, • Financial Market Awareness - Stay current on market news, trends, and economic events, and effectively communicate relevant insights to customers, • Store Operations Management - Oversee day-to-day Brand Store sales and operational workflows, • Compliance - Ensure all marketing and sales activities comply with FINRA and SEC guidelines Qualifications: • Must currently have Series 7, and ability to obtain Series 63 license within the first 90 days of employment., • 3+ years of experience in sales and/or customer service within a financial services company., • Strong personal trading experience (preferred)., • In-depth knowledge of FINRA and SEC marketing guidelines., • Deep understanding of trading products, services, and the U.S. stock market., • Excellent leadership, communication, and customer engagement skills. What We Offer: • Competitive salary and performance-based bonuses., • Comprehensive benefits package, including health, dental, and retirement plans., • Opportunities for professional growth and development., • A dynamic and collaborative work environment. Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $55,000-$100,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Structured Investments Product Manager - Associate Greenwich, Connecticut, United States; New York, New York, United States About the Role iCapital is seeking a highly motivated Product Manager to help lead various buildouts of the structured investments platform at iCapital. You will be working in a collaborative, results-driven environment with smart and hardworking teammates who are motivated to solve fun and complex industry-wide problems. You will be working directly with wealth management firms, financial advisors, structured investments issuers, and wholesalers to bring scale, analysis, and efficiency to the industry. This is an opportunity to utilize the latest technologies and innovative solutions, with room to grow and broaden your responsibilities as the company grows. You will own, lead, and deliver various solutions with direct oversight of product building from start to finish. You will identify unmet needs, to define requirements, write user stories, develop project communication plans, and test product features. We live and breathe agile and deploy fast, to learn and iterate quickly, so the ideal candidate will embrace a flexible, multi-disciplinary approach in a fast-paced, entrepreneurial environment. Responsibilities • Engage with wealth management firms, financial advisors, structured investments issuers, and wholesalers to identify gaps in the market and propose innovative solutions to address unmet needs in the structured investments industry., • Define product requirements by writing detailed user stories and acceptance criteria for software engineers., • Lead the end-to-end lifecycle of product feature development from conception to launch, including testing and iteration., • Embrace a fast-paced, agile development environment, deploying quickly to learn and iterate based on feedback., • Own the product roadmap for specific features or segments of the platform, determining prioritization and ensuring that deliverables are met on time and within scope., • Communicate effectively with business stakeholders to gather requirements, provide updates, and align product vision and strategy., • Develop and maintain comprehensive project communication plans, ensuring transparency and alignment across teams such as sales, marketing, engineering, and other product lines., • Investigate bugs and, when appropriate, identify tactical solutions to production issues impacting users., • Monitor the performance of product features post-launch and continuously seek opportunities for improvement., • Minimum of 2 years of experience in product management, preferably within fintech, wealth management, or related industries., • A willingness and initiative to become an expert in the structured investments space, understanding both the product intricacies and wider industry to drive informed decision making and product leadership., • Demonstrated ability to work collaboratively in a results-driven, entrepreneurial environment., • Strong analytical skills, with a proven track record of solving complex, unfamiliar problems through innovative solutions., • Experience with agile methodologies and a mindset that embraces quick deployment, learning, and iteration. Preferred experience with JIRA, Confluence, Figma, analytics dashboards, or Postman., • Excellent communication skills, with the ability to develop clear and effective project communication plans., • A customer-centric approach, with experience engaging directly with clients to gather insights and feedback., • Technical acumen, comfortable working closely with engineering teams to solve problems and complete projects., • Detail-oriented, with the ability to write comprehensive user stories and acceptance criteria., • Flexible and adaptable, able to manage multiple priorities and adjust to changing demands and timelines. The base salary range for this role is $100,000 to $130,000 depending on level and experience. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

As an Associate Product Manager in the JPM Wealth Management Core Capabilities Product team, you will play a critical role in identifying, gathering and analyzing information used in defining the vision and strategy and facilitating execution of the next generation of digital solutions across the We

Conduct portfolio modeling to guide portfolio construction and leverage strategy; enhance portfolio management by analyzing proprietary data and contributing to broader portfolio analysis. The Portfolio Strategy team within the Portfolio Management group is focused on shaping the overall direction o

UBS is committed to hiring and developing high-performing transitioning Service Members and Veterans through our Veterans Associate Program (VAP)-a 20-week, accelerated pathway into Investment Banking, Sales & Trading, Equity Research, Global Wealth Management, or Asset Management.

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall emplo

Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. Goldman Sachs Asset

Analyst / Associate, Coverage, Institutional Client Group Brand: HSBC Area of Interest: Investment Banking, Markets, and Research New York, NY, US, 10001 Work style: Hybrid Worker Date: 8 May 2026 In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share. Our Analyst or Associate, Institutional Client Group, Coverage will be a key member of the team that manages our relationships with a group of North American Institutional Investors and Financial Institutions. (Insurance, Banks, Financial Sponsors, Hedge Funds, FinTech). You will be responsible for supporting business origination and retention, and for helping manage all credit and financial crime risk for those clients. You will also work in close partnership with regional and product partners, and colleagues in other divisions (Commercial Banking, Wealth and Personal Banking, Asset Management) to ensure delivery of HSBC's product and services. As our Analyst/Associate, Coverage, Institutional Client Group you will: * Develop an understanding of the clients' business needs and identify solutions that HSBC can deliver to help meet their challenges and objectives * Work closely with internal stakeholders to ensure that transactions are balancing risk, return and profitability, and in compliance with, both internal and external requirements * Develop and institutionalise effective and beneficial relationships, including at the C-suite level, with key buying windows at our clients and internally within HSBC * Support the broader CIB coverage team in their objectives, help drive revenue generation against targets, product alignment, client planning, client briefings, customer satisfaction, cost containment and supporting development and training of more junior staff You´ll likely have the following qualifications to succeed in this role: * Extensive experience in capital markets, securities services, structured finance, transaction banking and asset management * Ability to identify and execute successful opportunities * Strong understanding of risk management and risk mitigation * Strong verbal and written communication, presentation skills * Ability to form effective relationships, exercising influence at the most senior level of the organization, both internally and externally * FINRA Series 7, 63, and 79 licenses are required. A contingency period to obtain licensing can be provided at manager's discretion As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law. Nearest Major Market: Manhattan Nearest Secondary Market: New York City

As the Senior Associate Business Manager in the CAO Business Management team, you will play a pivotal role in optimizing the Wealth Management business by providing comprehensive day-to-day operational support and promoting the successful execution of key initiatives and administrative functions. Se

The team is responsible for independent oversight and risk governance covering all elements of risks including market risk, liquidity risk, counterparty risk, operational risk as well as risk monitoring of dedicated regulated legal entities via designated CRO roles. The team regularly interacts with

The team is responsible for independent oversight and risk governance covering all elements of risks including market risk, liquidity risk, counterparty risk, operational risk as well as risk monitoring of dedicated regulated legal entities via designated CRO roles. The team regularly interacts with

At least 1-3 years of experience in financial services sales, ideally within alternatives or asset management. The scope of this role extends beyond day-to-day account management. Demonstrate organized, efficient, and effective territory management and sales skills on a consistent basis.

This role within the Third-Party Wealth ("TPW") Alternatives Business seeks a driven, detail-oriented, and ambitious professional to drive the expansion of the strategic accounts function, as well as strategic initiatives impacting the global franchise. Effectively profile advisors to understand the

Job Description: The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, asse

Our investors access opportunities through new fund commitments, fund-of-fund investments, strategic partnerships, co-investments, secondary-market investments and seed-capital investments. Conduct fundamental research on investment opportunities, including due diligence and financial modeling, draf

As the Analytics Reporting Senior Product Associate on the Wealth Aggregation and Analytics team, you will serve as a subject matter expert on the Aladdin Wealth and Vanilla applications and all key functionality of the software. This includes investment client specific capabilities such as client p

The Vintage Platform is Goldman Sachs Asset Management's dedicated secondary investing platform and sits within the External Investing Group or XIG. VCOP provides innovative and highly bespoke structured liquidity and financing solutions to GPs and LPs in exchange for priority over assets and / or c

Associate In The FinTech, Wealth, And Asset Management Team. As an associate in the FinTech, Wealth, and Asset Management team, you will be a key player in our business strategy and execution. Interact with senior team members and client management teams on a daily basis to execute transactions and

Senior Associate, Client Relationship Manager. Lido Advisors, LLC, an established and expanding wealth management firm, is looking for a Senior Associate, Client Relationship Manager, to make an immediate impact by supporting and working alongside Advisory teams in all aspects of wealth management.

Founded in 1869, we are a leading global investment banking, securities and investment management firm. Are you a motivated, quick-thinking, collaborative individual with a passion for asset management, looking for the opportunity to grow relationships with an existing client base and support a fast

Asset & Wealth Management: Change Management. Asset & Wealth Management Change Management. Goldman Sachs' Asset & Wealth Management Division (AWM) is one of the world's leading investment managers.

The Research Relationship Management team is part of Goldman Sachs Asset Management (GSAM) Americas TPW Business and responsible for leading the investment business development strategy for third party wealth management clients. Experience in asset or wealth management preferred but not required. A

The ETF Portfolio Management Team within WIS is responsible for the oversight and management of ETF portfolios, including portfolio rebalancing, cash management, risk management and other day-to-day portfolio-related activities. The Wealth Investment Solutions (WIS) team within Goldman Sachs Asset M