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

Job 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 120+, 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 Account Operations Associate to support the success of Arch’s Single Family Office clients — a high-touch vertical serving family offices and ultra–high-net-worth individuals. As part of Arch’s growing Account Operations function, you’ll be responsible for ensuring that these clients experience a seamless and proactive relationship beyond onboarding. You’ll partner closely with Account Management leadership to prioritize key client initiatives, identify areas of opportunity, and coordinate operational efforts that improve data quality, reporting accuracy, and client engagement. This role is ideal for someone who enjoys structured problem-solving, thrives on cross-functional collaboration, and takes pride in getting the details right while building scalable processes that elevate client satisfaction. What You’ll Do * Lead Account Operations efforts within the Single Family Office vertical — partnering with Account Management to align priorities, track client health, and execute key operational programs. * Partner directly with Account Management leadership to strengthen client engagement, enhance account visibility, and drive impactful servicing strategies. * Conduct detailed reviews of account health and data, ensuring reporting accuracy and consistency across systems. * Manage ongoing operational excellence for high-priority accounts, maintaining best-in-class data integrity and delivery standards. * Develop and enhance client engagement frameworks — designing dashboards, checks, and metrics that surface insights and support data-driven decisions. * Serve as the operational bridge between the Single Family Office vertical and broader Account Operations teams, supporting rollout and adoption of new tools, standards, and workflows. * Support client-specific reporting and data customization, bridging technical data requirements with client-facing objectives. * Contribute to the buildout of Arch’s fastest-scaling function, helping design the playbooks, metrics, and systems that will define Account Ops at scale. What We’re Looking For * 2+ years of professional or internship experience in finance, wealth management, project management, consulting * Self-starter with exceptional attention to detail and ability to work independently in a fast-paced environment * Have project management skills and the ability to balance multiple responsibilities effectively. * Analytical mindset with the curiosity and rigor to investigate unexpected issues, ask the right questions, and validate findings across multiple systems * Familiarity with core financial reporting concepts — or the interest and ability to quickly learn how investment managers structure and share fund data Bonus Points If You: * Have worked in wealth management, private funds, a family office, or accounting * Are familiar with concepts like IRRs, capital calls, K-1s, or NAV reporting * Have experience with SQL or want to learn A Note about us: All 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, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. 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: $80K - $95K

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. StepStone Group: StepStone Group is a publicly-listed global private markets investment firm focused on providing customized investment solutions, advisory and data services to its clients. StepStone Real Estate ("SRE") is the real estate arm of StepStone and as of June 30, 2025, has $189 billion in total capital responsibility. Clients include financial institutions, public and private pensions, sovereign wealth funds, endowments and foundations, and high net worth investors. Position Overview: We are seeking an Analyst / Associate to join SRE's Business Development team. The individual will be responsible for supporting the firm's real estate business development efforts across primaries, co-investments and secondaries. Responsibilities will include supporting fundraising processes, content creation, and periodic interactions with existing and prospective clients. Essential Job Functions: • Develop content for marketing and due diligence materials including presentations, fact cards, private placement memorandums, due diligence questionnaires etc., • Prepare responses to requests for information and proposals, track record analyses, third-party databases, competitor benchmarking and investor requests, • Coordinate logistics and materials for investor meetings and roadshows, • Collaborate across departments including research, asset and portfolio management, RFP, legal and compliance, tax, and portfolio reporting and analytics, • Work on ad hoc projects for new business development initiatives as required Qualifications: • Bachelor's degree required, • 2-5 years of relevant work experience from financial services firms (e.g., private equity, capital advisory/placement agents, investment banks), • Proficiency across the Microsoft Office suite including Excel, PowerPoint and Word, • Experience with Salesforce, Intralinks and AI tools desirable Required Knowledge, Skills, and Abilities: • Strong written and verbal communication skills, with the ability to represent the firm in a professional manner with internal and external stakeholders, • Self-starter with the ability to set priorities, manage deadlines, and work well under pressure, • Ability to work effectively both independently and within a team-oriented environment, • Strong attention to detail and problem-solving skills Salary: $100,000 - $130,000 The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Job Description Level/Function: Lead Associate, Business Development Title: Associate Business Development Representative About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. Position Overview of the Associate Business Development Representative: The Associate Business Development Representative is responsible for evaluating inbound potential-client inquiries, assessing their needs, and creating qualified opportunities for the sales team. This role initiates early-stage conversations, uncovers challenges and decision-making processes, and ensures that prospects are routed to the appropriate sales representatives with complete and accurate information. The Associate Business Development Representative supports business development efforts by preparing meeting materials, coordinating calls, and contributing to proposals. They maintain accurate records, monitor market and industry activity, and share insights that help shape sales and marketing strategies. This position is expected to manage assigned deliverables with minimal day-to-day oversight and will collaborate with more senior colleagues when working with complex clients or projects. Duties and Responsibilities of the Associate Business Development Representative: Prospect Assessment & Qualification • Conduct initial assessments to understand prospect needs, challenges, and buying considerations., • Review and qualify inbound leads by determining fit, level of interest, and potential business opportunity., • Identify and document key pain points and how the company’s solutions may address them., • Initiate contact with prospective clients through follow-up communications and structured outreach sequences., • Personalize outreach based on prior interactions, event participation, content engagement, and website activity., • Schedule and confirm meetings between prospects and sales representatives with clear agendas and context., • Prepare supporting materials such as presentations, meeting summaries, and proposal components., • Maintain accurate and current information on prospects, accounts, and interactions in the customer database., • Track follow-up actions, conversion status, and progress toward goals., • Stay informed on industry trends, market developments, and competitor activity., • 3+ years of experience in a business development, client-facing, or sales support role., • Bachelor’s degree or the equivalent combination of education and experience is required., • Solid written and verbal communication skills; comfortable speaking with prospects by phone or video., • Highly organized with excellent attention to detail and dependable follow-through., • Ability to work independently on most tasks and collaborate with senior team members on more complex projects., • Familiarity with customer relationship management systems (such as Salesforce or similar tools)., • Experience preparing or supporting sales presentations, proposals, or meeting materials. We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum base salary of $70,000

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

Job Description Position Description: The Development Associate will support the Tenement Museum’s fundraising needs through data entry, reporting, gift processing, prospect research, and administrative support. Reporting to the Manager of Individual Giving, the Development Associate will work closely with the Museum’s five-person Development Department to support fundraising from individual and institutional sources. The role will coordinate the daily operations of this fast-paced team including data entry, offline gift processing and acknowledgements, membership renewals, and financial reconciliation. This position will also work cross-departmentally to ensure data integrity and accurate reporting for purposes such as mailing lists for appeals, invitations, and other communications. Other duties will include: scheduling and management of departmental meetings, scheduling donor tours and meetings, completing prospect research and wealth screens, maintaining departmental files and subscriptions, tracking departmental expenses, and supporting donor events and outreach. This is a full-time, onsite position. Job Responsibilities: Data Quality and Integrity • Responsible for development data entry into Salesforce including all offline donations and membership payments, pledges, and requisite donor correspondence, • Work with development leadership to ensure accuracy of fundraising dashboards, reports, and lists, • Routinely monitor, clean, and maintain development data to eliminate duplicate, inconsistent, or outdated records, • Merge and send donor acknowledgment letters on a weekly basis via Apsona for Salesforce, • Support daily membership operations such as processing offline payments and coordinating monthly renewals, • Generate simple weekly, monthly, and ad hoc reports for fundraising, financial analysis, and organizational leadership, • Collaborate with Development team to create new reports and dashboards as needed, • Work with Development leadership and Finance team to complete monthly financial reconciliation, • Provide donor and member support such as reserving tickets in Ticketure, processing payments, and updating contact information, • Research prospective funders (individuals, foundations, and corporations) online and in fundraising databases, • Respond to inquiries through the Development department’s email inboxes and route inquiries to appropriate staff members, • Assist with preparation of correspondence, meeting materials, special mailings (including mail merges), and reports and proposals, • Maintain digital department files, • Provide periodic support for onsite and virtual events, including annual Gala Qualifications • Demonstrated interest in the Museum’s mission and im/migration history of New York, • 1-2 years of administrative experience (direct fundraising experience strongly preferred), • Experience with CRMs such as Salesforce strongly preferred, • Proficiency in Microsoft Office Suite, including Outlook, Teams, Excel, and Word, • Excellent organizational, administrative, research, time management, and communication skills, • Ability to manage and prioritize multiple deadlines in a fast-paced environment while maintaining a strong attention to detail, • Ability to work independently on projects and collaborate with a team, • Comprehensive Medical, Dental, Vision Insurance, • 403(B) Retirement Plan with Employer Match up to 5%, • Vacation, Sick, and Personal days, • Flexible Spending Account and Commuter Benefits, • Wellness (EAP and Headspace), • Paid Parental Leave, • Compensation $48,000 - $52,000, based upon experience Applications should include a resume and cover letter. Submissions without a cover letter will not be considered.

Job DescriptionDescriptionAbout the Company: A small midtown NYC broker-dealer, registered with the SEC and a member of FINRA and SIPC, clears transactions and custodies client assets through Pershing LLC, a Bank of New York Mellon Corporation, the world’s leading provider of clearing solutions. Through our experienced financial service professionals, coupled with our relationship with Pershing, we are able to bring a broad range of solutions to our clients including: Prime Brokerage Services, Chaperoning Services - 15a-6, Asset Management Support, Clear-through Services, Institutional Sales, Institutional Equity Trading for Major Institutions, Institutional Municipal Bond Trading, Trade Execution Services, Structured Products, Business Consulting, Managed Account Solutions, Wealth Management Solutions, Retirement Planning Solutions, Alternative Investment Solutions, Introducer Services, Capital Markets, Investment Banking, Lending Solutions and Pre-IPO Transactions. About the Role: The Operations & Trading Associate will play a key role on a midtown NYC broker-dealer trading desk, supporting both trading activity and overall desk operations. This position involves executing and servicing trades across multiple asset classes—Equities, Options, FX, and Mutual Funds—while ensuring smooth trade flow, compliance with regulatory requirements, and a high standard of client service. Key Responsibilities • Execute and service trades for the firm’s domestic and international accounts, including Equities, Options, FX, and Mutual Funds, using Bloomberg EMSX., • Manage pre- and post-market operational tasks, including margin calls, Buy-ins, DKs, and trade confirmations., • Prepare and distribute Best Execution reports on a weekly and monthly basis., • Ensure timely and accurate communication with clients regarding trade activity and operational matters., • Collaborate with trading and operations teams to maintain smooth workflow and compliance with regulatory requirements., • Support the trading desk with ad hoc operational or administrative tasks as needed. Skills, Knowledge and Expertise • Required licenses: Series 7, Series 63, and Series 57., • 2+ years of experience in trading, operations, or a financial services environment., • Familiarity with trading platforms, preferably Bloomberg EMSX, and execution of Equities, Options, FX, and Mutual Funds., • Understanding of operational processes including margin calls, trade confirmations, Buy-ins, DKs, and Best Execution reporting., • Strong attention to detail, organization, and ability to manage multiple priorities in a fast-paced trading environment., • Basic understanding of regulatory and compliance requirements in broker-dealer operations., • Proactive and quick learner, able to adapt to evolving processes and responsibilities., • Ability to collaborate effectively with traders, operations staff, and clients. Core Competencies:Collaborates - Building partnerships and working collaboratively with others to meet shared objectivesAction Oriented - Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasmNimble Learning - Actively learning through experimentation when tackling new problems, using both successes and failures as learning fodderSituational Adaptability - Adapting approach and demeanor in real time to match the shifting demands of different situations

Job Description Orbiss Inc. is a tax and accounting firm specializing in business growth in the United States. Launched in 2020, Orbiss has helped hundreds of small and medium-sized international companies scale up and thrive in the dynamic American market. With a focus on personalized solutions, Orbiss offers fully tailored support for our clients’ cross-border tax, accounting, and consulting needs. Our vision is modernity, driving us to adopt an innovative approach that prioritizes process automation and quality assurance, while always keeping people at the heart of our mission. At its core, Orbiss is an innovative, modern, young firm that believes an old industry can still learn new tricks. We prioritize the development of our people and are dedicated to guiding you through the learning process. As a Tax Associate you will be responsible for: • Preparation of individual, estate and fiduciary tax returns for US and non-US residents under the supervision of senior staff., • Mostly servicing entrepreneurs and co-founders of our corporate clients with net worth over $10M., • Participation in tax planning and consultation process for clients through close collaborations with tax lawyers and wealth management firms. If you have: • Education:, • At least a bachelor's degree in accounting, finance, a related field or working towards completion, • Entry-Level Experience:, • At least 1-2 years of general tax or accounting experience to build a foundation in taxation, • Technical skills:, • Be adept at using tax software and accounting tools, such as international tax compliance software and Microsoft Excel, • Develop the ability to identify and address complex international tax issues and propose practical solutions, • Soft Skills:, • An appeal to work in autonomy but with taste for team' spirit., • An ability to respect deadlines or communicate in advance if not doable., • Collaborate with colleagues from various departments within the organization to provide holistic solutions to clients., • Uphold high ethical standards and maintain client confidentiality., • Continuously Eager to Learn, • Exercises Professional Skepticism, • Exceptional Communication Skills, • Working towards CPA is a plus., • Health Insurance paid 100% with HSA and FSA available., • 401(k) plan with a 100% match up to 6% after 3 months., • Unlimited paid time-off policy (with a minimum of 2 weeks / year to be taken)., • Transportation program (Commuter Benefits, CitiBike membership offered)., • Flexible remote policy, working from our offices (NYC, Miami, Boston, San Francisco, Austin)

Job Description About Us: The Community Preservation Corporation (CPC) believes stable and sustainable affordable housing is the foundation of strong communities and we strive to contribute to comprehensive neighborhood revitalization through our lending and partnerships. A nationally recognized leader in affordable housing finance, CPC has provided a consistent source of capital to underserved housing markets throughout New York State since our inception in 1974. Today, CPC stands as the largest CDFI solely committed to investing in multifamily housing, having invested more than $15 billion to finance the creation and preservation of more than 230,000 units of quality housing in neighborhoods across New York State and beyond. CPC has a robust construction lending platform, a mortgage bank, and equity and impact investment platforms that focus on our three goals: Expanding Affordable Housing, Closing the Racial Wealth Gap and Investing in the Green Economy. As a member of our team, you'll have the opportunity to work on impactful projects that make a real difference in people's lives. We're looking for talented individuals who are passionate about our mission and share our values of commitment, respect, excellence, accountability, and collaboration. Role Summary: We’re seeking a Compliance Project Associate to support critical compliance initiatives and keep our organization aligned with investor and industry standards. As part of the Portfolio Services team and reporting to the VP of Operational Strategies, you’ll help drive project plans, coordinate cross-functional teams, and ensure timely execution of compliance updates. You will support in maintaining policies and training programs, audits, and overseeing vendor compliance. Ideal candidates are detail-oriented, tech-savvy, and skilled at problem-solving in a collaborative environment. What You’ll Do: • Under the direction of the VP, Operational Strategies, develop and implement deadline-driven project plans, employ industry best practices related to individual projects, and schedule and manage project-related meetings to move key projects forward on strict deadlines., • Manage the progression of corporate-level compliance change management projects, including:, • Monitoring and communicating updates to investor compliance requirements and creating and advancing project plans for any operational changes required., • Partnering with IT and Legal teams to identify cross-functional requirements and track resources and milestones., • Administer working group(s) as needed., • Documentation and due diligence: Manage process (with cross-functional partners) for ongoing review and edits of enterprise-level compliance materials, including policies, procedures and training materials., • Training and testing:, • Assist in the creation of annual training calendar, evaluate training content for efficacy, and drive the annual completion of enterprise-level legal, investor and industry best practice trainings., • Support testing of plans, processes, etc. for compliance purposes., • Support cross-functional vendor management program operations in line with CPC and investor policies and requirements., • Support investor or other audits and other compliance requests, • 1-3 years’ relevant experience related to compliance program administration, with a preference for experience in the multifamily housing finance, CDFI and/or GSE sectors., • Knowledge of Fannie Mae and Freddie Mac Multifamily Guides preferred, but not required., • Experience leveraging technology to manage corporate compliance programs and comfort learning and administering new and existing compliance-related applications preferred., • Strong interpersonal skills with ability to coordinate and communicate effectively at all levels of the organization., • Detail-oriented, with the ability to think outside of the box and creatively problem-solve., • Demonstrated ability to work effectively as a member of a team, • Strong proficiency in MS Office Suite applications (Word, Powerpoint, Excel, Teams) What We Offer: • Competitive compensation, • 401(k) retirement plans with employer match, • Medical, dental, and vision benefits for employees and their dependents, • Commuter benefits, • PTO for vacation, personal days, sick leave, holidays, jury duty, bereavement, parental leave, and disability, • Tuition assistance program, • Two “work from anywhere” weeks per year, • Summer Fridays, • Collaborative working spaces, • Service days to support our communities, • Employee development and engagement events, • More about our offerings and culture here This is a hybrid role where you will work from the Manhattan office two – three days a week. The salary range is $75,000 – $90,000, dependent on experience. The Community Preservation Corporation is an Equal Opportunity Employer and all employment-related decisions including recruitment, selection, evaluation, promotion, compensation, training and termination are made without regard to race, creed, color, national origin, sex, disability, marital status, status as a veteran, sexual orientation or gender identity, or any other protected status.

Job DescriptionAbout NYLAG: Founded in 1990, NYLAG is a leading civil legal services organization combating economic, racial, and social injustice by advocating for people experiencing poverty or in crisis. Our services include comprehensive, free civil legal services, financial empowerment, impact litigation, policy advocacy, and community partnerships. NYLAG exists because wealth should not determine who has access to justice. We aim to disrupt systemic racism by serving individuals and families whose legal and financial crises are often rooted in racial inequality. NYLAG goes to where the need is, providing services in more than 150 community sites (e.g. courts, hospitals, libraries) and on our Mobile Legal Help Center. NYLAG’s staff of 410 impacted the lives of nearly 129,000 people last year. Job description NYLAG’s Community Access Programs Unit and Consumer Protection Unit have an immediate opening for a Staff Attorney to join our team and work on increasing access to justice in Brooklyn. The Staff Attorney will focus on combatting deed theft, and other scams, aimed at robbing New Yorkers of their ability to maintain generational wealth. The Staff Attorney will staff CAPU’s Mobile Legal Help Center and partner with elected officials and community-based organizations to bring legal services directly into the communities NYLAG serves. The Staff Attorney will conduct intake, provide advice and counsel, and assist clients with other brief legal services. The Staff Attorney will also create and give, Know Your Rights presentations. This is an exciting opportunity for someone looking to work directly within the communities NYLAG serves. The Staff Attorney will be supervised by the Director of the Community Access Programs Unit and also report to the Associate Director of the Consumer Protection Unit. Duties and Responsibilities • Provide direct legal services, including executing basic wills, Transfer on Death Deeds, property transfers and Powers of Attorney as well as assisting with pro se probate and administration petitions, Heir at Law Deeds, analyzing homeowners’ circumstances in order to advise on courses of action and other legal matters that arise., • Conduct intakes on NYLAG’s Mobile Legal Help Center and at community-based sites., • Assist with building relationships with community-based organizations and elected officials., • Provide legal guidance and respond to inquiries from partner organizations, clients, volunteers, and other stakeholders., • Develop and deliver Know Your Rights presentations., • Serve as a liaison between the various NYLAG units doing trusts and estates and advance planning work., • Complete administrative duties including updating NYLAG case management records, maintaining and updating files and case notes, and assisting in grant reporting as needed., • JD from an accredited law school., • Demonstrated commitment to public interest law and social justice is preferred., • Experience in trust and estates law is preferred., • Experience conducting community outreach, including but not limited to Know Your Rights events, is preferred., • Demonstrated strong oral and written communication skills., • Demonstrated strong analytical and organizational skills with keen attention to detail, • Demonstrated ability to respond promptly to high volume communications., • Demonstrated ability to work both collaboratively with a team as well as independently. Employment type: ☒ Full-time Professional Level: ☒ Professional Salary Range: NYLAG is a unionized workplace, and salaries are set pursuant to a collective bargaining agreement. The current salary range for this position is between $87,210 - $93,175. Benefits: Medical, dental, vision, 401k, life insurance, long term disability, commuter benefits, flexible spending accounts (FSA) for Medical and Dependent care. Application Instructions: Please save resume and cover letter on one pdf. Covid Vaccination Policy: Please note, to safeguard the health and well-being of our employees and clients, NYLAG requires all employees to be fully vaccinated for COVID-19, unless a medical or religious exemption is approved. NYLAG is committed to a hybrid work policy for staff whose work does not require their full-time presence in the office. NYLAG’s current policy is that most staff are required to work in NYLAG’s offices or do other in-person work at least two days each week. This policy is subject to change. Powered by JazzHR XiWAwYrHqy

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 the Team & Role: The Settlement Associate is responsible for clearance and settlement of various products in the US and International markets. Working knowledge of Equity, DTCC, NSCC, and back-office operation is a plus. Associate will work closely with other groups across Operations, Sec Lending, Trading ops and Compliance. The ideal candidate is a self-starter with exceptional attention to detail and the ability to work independently under tight deadlines. This role must be based at the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. What You’ll Do: • Daily clearance and settlement of Equity., • Ensure timely settlement of trades., • Instruct, monitor, and settle both free of payment and payment balance order., • Security master updates and corporate action processing., • Monitor and resolve suspense items and investigate position breaks, • Liaise with Middle Office to remediate any settlement issues., • Liaise with counterparties regarding unmatched trade instructions/details and escalate issues in a timely manner., • Support the business to process requests timely and efficiently., • Proactively mitigate risk by reviewing and improving procedures and processes., • Generate and save various settlements reports that must be distributed to various teams., • Understands and follows all Regulatory and Compliance guidelines., • Understanding of RegSHO 204 and 15C3 segregation rule is a plus., • Collaborate with IT to identify and implement improvement opportunities. What You Bring: • 2+ years of experience in Back Office (Clearing, Corporate Actions, Settlements, etc.), Banking, Brokerage, Financial, and/or Operations environment, • Bachelor’s Degree or equivalent experience in Finance, • Familiar with Financial Markets and instruments, specifically Equities and Options, • Knowledge of basic accounting principles, • Solid analytical and problem solving skills, • Great interpersonal skills, • Excellent communication skills (written and verbal), • Strong attention to detail, • Able to work with and coordinate with team members within the department as well as other areas of Operations, • Highly organized and able to prioritize multiple tasks with minimal overview, • Strong to moderate skills in Microsoft Excel (Able to create spreadsheets, write Macros, run Pivot Tables, Etc.), • Any prior experience in Corporate Actions, DTC settlements, Securities Lending and/or Account Transfers (ACATS) preferred 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 $80,000 - $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 DescriptionAbout NYLAG: Founded in 1990, NYLAG is a leading civil legal services organization combatting economic, racial, and social injustice by advocating for people experiencing poverty or in crisis. Our services include comprehensive, free civil legal services, financial empowerment, impact litigation, policy advocacy, and community partnerships. NYLAG exists because wealth should not determine who has access to justice. We aim to disrupt systemic racism by serving individuals and families whose legal and financial crises are often rooted in racial inequality. NYLAG goes to where the need is, providing services in more than 150 community sites (e.g. courts, hospitals, libraries) and on our Mobile Legal Help Center. NYLAG’s staff of over 400 impacted the lives of nearly 129,000 people last year. Job description New York Legal Assistance Group (NYLAG) seeks a highly motivated Supervising Attorney for a full-time, temporary position. The Supervising Attorney will lead a team of Staff Attorneys and Paralegals primarily working on detained and non-detained removal defense and post-order work. The job requires substantive knowledge and experience working with removal defense, asylum-seeking families and minors, the intersection of criminal and immigration law, and overseeing the development and implementation of programming and contract management. Candidates will have a proactive ability to solve problems under time pressure, a strong commitment to providing client-centered services for clients experiencing trauma, and an ability to provide professional development and support to a team of attorneys, paralegals, and volunteers at various stages in their careers. The Supervisor will work within the Immigrant Protection Unit at NYLAG as a part of the unit leadership team assisting with the operations of the unit, grant reporting, and development of the team and unit. The Supervisor will report directly to the Director or Associate Director of the Unit. Duties and Responsibilities The Supervisor’s responsibilities will include: • Provide supervision and subject matter expertise on screening, issue-spotting and advising prospective clients, inadmissibility and removability, asylum, withholding of removal, and relief pursuant to the Convention Against Torture, Special Immigrant Juvenile Visas, Cancellation of Removal, and other relief available to detained and non-detained immigrants in removal proceedings., • Provide supervision and subject matter expertise for post-removal order cases including Motions to Reopen, Credible and Reasonable Fear proceedings, and substantive appeals to the BIA., • Manage assignment of cases and professional development for supervisees., • Represent a small number of non-detained New York City residents, in removal proceedings before EOIR, in appeals to the BIA, and limited federal litigation., • Act as a liaison to partner organizations and other external stakeholders to coordinate programming and reporting., • Track client cases, progress of applications, and follow up for funding purposes. Liaise with NYLAG Development team to compile data and report to funders on relevant grants., • Conduct internal and external trainings for attorneys, paralegals, and other community advocates., • Represent NYLAG to our funders, collaborative partners, and other external stakeholders including coordinating programming and reporting, attending conferences and trainings, and sharing materials., • J.D. and admission to New York State Bar, preferred admission to Southern District of New York., • Fluency in Spanish., • Minimum 5 years of experience working in immigration law, including substantive experience representing clients in removal defense and asylum matters. Preferred experience working on detained cases., • Ability to work in a collaborative setting with other professionals., • Demonstrated commitment to working with immigrant communities and advancing racial and social justice., • Substantive experience with detained removal process, post-order work, and Special Immigrant Juvenile Status., • Excellent writing, speaking, and analytical skills., • Ability to communicate effectively with clients, community organizations, attorneys, the judiciary and the public., • Ability to work in a collaborative setting with other professionals., • Experience working with survivors of trauma and the intersection of criminal law and immigration law., • Ability to work collaboratively, communicate effectively, manage multiple tasks, and creatively problem solve., • Strong advocacy skills, including the ability to develop creative legal arguments, and individualize case strategies for clients with cases in varying legal postures. Employment type: ☒ Temporary Professional Level: ☒ Managerial Salary Range: NYLAG is a unionized workplace, and salaries are set pursuant to a collective bargaining agreement. The current salary range for this position is for a yearly salary between $139,053--$151,866, pro-rated for the period of employment. Benefits: Medical, dental, vision, 401k, life insurance, long term disability, commuter benefits, flexible spending accounts (FSA) for Medical and Dependent care. Application Instructions: Please save resume and cover letter on one pdf. Powered by JazzHR RCNwxiDFlc

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 SR ASSOCIATE – ANALYTICS ENGINEER, CLIENT INTELLIGENCE BBR Partners is a boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. Our clients are comprised of the brightest minds in the financial and investing worlds, entrepreneurs, business owners, leaders, and influential families who entrust us with the holistic care of their fiscal well-being. The firm was founded in early 2000 and for over 25 years has nurtured our culture with talented people from diverse backgrounds who care about each other, our clients, and our collective communities. In our quest for continuous improvement, we strive to develop not only world class talent, but world class humans! POSITION OVERVIEW BBR Partners is seeking an Analytics Engineer to join our Client Intelligence team. This role will design and build scalable data infrastructure that powers client reporting and analytics for our Advisory business. You'll work at the intersection of data engineering and business requirements, building pipelines, APIs, and automation that deliver sophisticated client insights at scale. Reporting to our Head of Client Intelligence, you'll collaborate closely with our Data Engineering and Software Development teams to leverage shared platform capabilities while owning the technical solutions specific to client deliverables. This is a high-impact role with direct visibility into the ways we serve our clients. RESPONSIBILITIES Analytics Engineering • Design and build data pipelines using Airflow and dbt to automate client reporting processes, • Develop API wrappers and services for client-specific data access and configuration management, • Build and maintain derived datasets, metrics, and aggregations for client portfolio analytics, • Collaborate with our core Data team to consume canonical APIs and datasets from various Cloud platforms, • Implement data quality checks and validation frameworks for client-facing deliverables, • Partner with our Software Development team to build highly tailored applications to drive analytics, • Translate Advisory team requirements into technical specifications and scalable solutions, • Design allocation and mapping frameworks that allow for top-level and drill-down analysis across custom domains., • Develop client-facing metrics and analytics using Python and Jupyter notebooks, • Support ad-hoc analysis requests from Advisory team when needed, • Integrate with third-party SaaS platforms (including Seismic) to deliver client materials, • Establish patterns and best practices for maintainable, scalable client reporting solutions Technical Skills • 3-5+ years of experience building production data pipelines and automation, • Strong proficiency in Python for data engineering and analysis, • Experience with modern orchestration frameworks (Airflow strongly preferred), • Advanced SQL skills and experience with data transformation tools (dbt strongly preferred), • Familiarity consuming data via API (REST) endpoints, • Familiarity with cloud data warehouses (Snowflake preferred), • Experience integrating with or configuring enterprise SaaS platforms, • Background in financial services, wealth management, or client-facing analytics, • Experience with BI/visualization platforms (Power-BI, Tableau), • Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment., • Competitive base salary and incentive compensation., • Company subsidized health, dental and vision insurance for employee, partner, and dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care., • Personalized development and career opportunities., • Flexible time off, paid parental leave, and opportunity for Sabbatical with company tenure., • Hybrid remote work environment, "Work from Anywhere" weeks, and casual dress.

Job Description Who We Are: Click Therapeutics, Inc., develops, validates, and commercializes software as prescription medical treatments for people with unmet medical needs. As a leading innovator of Digital Therapeutics™, Click delivers accessible, clinically proven, FDA-regulated prescription treatments to the smartphone in your hand. Click's treatments are defined by a commitment to applying technical and scientific rigor and patient-centric design to the development process. This results in uniquely engaging experiences that achieve compelling clinical outcomes for patients seeking new treatment options. Click Therapeutics continuously expands and refines its platform with novel cognitive, behavioral and neuromodulatory mechanisms of action and advanced data-driven tools such as artificial intelligence and machine learning. The digital therapeutics under development on Click's platform address diverse areas of therapeutic need, including indications in psychiatry, neurology, oncology, immunology, and cardiometabolic diseases. Consistently named a best place to work, Click fosters an inclusive, diverse workforce of innovators, clinicians, scientists, researchers, designers, technologists, engineers and more, united in a common mission to provide patients everywhere access to safe and effective prescription digital therapeutics. For more information, visit and connect with us on LinkedIn. About the Role: We are seeking an experienced Senior Business Development Manager or Associate Business Development Director to join our team. This role will have a direct impact on extending the reach of the company's technology platform. The successful candidate will be expected to play a lead role in sourcing meaningful deal opportunities, structuring and negotiating business deals within a key set of therapeutic areas, and closing transactions that help fuel company growth. The ideal candidate has end-to-end deal experience and is a strategic, driven individual, adept at building relationships with external and internal stakeholders to achieve objectives. We are looking for an individual with a strong sense of initiative and a proven track record of securing new business. This position is based out of Click's headquarters located in Tribeca, NYC or out of our Industrious office located in Boston MA, at the center of one of the fastest-growing digital health communities. We have a hybrid working model that consists of at least 3 days in office each week. Responsibilities: • Build and manage a strong pipeline of deal opportunities that align with the strategic objectives of the company., • Lead end-to-end deal processes, including sourcing, cross-functional diligence, structuring terms and driving negotiations., • Identify and execute on creative opportunities to expand Click's partnering presence in the industry., • Contribute to broader business development strategy and direction beyond owned therapeutic areas., • Develop and maintain strong relationships with potential partners and industry stakeholders., • Represent Click at conferences, meetings and industry events., • Develop a deep understanding of the science underlying Click's mechanisms of action in owned therapeutic areas., • Bachelor's Degree Required., • A minimum of 7 years of experience in life sciences industry. Licensing experience within pharma / biotech industry strongly preferred. Investment banking and/or strategy experience also acceptable. International or cross-border experience a plus., • Strong grasp of the fundamentals of pharmaceutical drug discovery, development, and commercialization., • An ambitious self-starter with a strong drive for achieving results., • Track record of sourcing, negotiating, and closing partnerships with positive results., • Extensive network of healthcare industry contacts., • Ability to relate and work with wide range of colleagues across varied functions, experience levels and backgrounds (internally and externally) to achieve results., • Strong organizational and time management skills, ability to prioritize multiple assignments and meet all deadlines with minimal supervision and strong attention to detail., • Superior problem-solving ability with the ability to think critically, strategically and deliver results in a timely manner and at the highest level of excellence., • Superb writing and communication skills, with the ability to communicate persuasively with a diverse audience, including an executive-level audience. The base salary range for this position is between: $150,000 - $180,000. The final base salary will be dependent upon skills, experience and location. In addition to the base salary, Click Therapeutics offers an annual performance-based cash bonus and a generous equity package. Benefits: The role includes great benefits and is an excellent wealth-building opportunity at a fast-growing pre-IPO company in a nascent and extremely exciting space. Competitive Salary with Annual Review | Cash Bonus | Stock Options | 5% 401(k) matching | Medical | Dental | Vision | Life Insurance | Voluntary Benefits | Unlimited PTO | Uber One | Nectar Rewards | One Medical | Fertility Support | Fitness Reimbursement | Bike Membership | Professional Development Stipend | DoorDash and Catered Lunches | Parent Benefits | LinkedIn Learning | Gemini Enterprise Stack | Industrious Workspaces | Commuter Subsidies | Flexible Work Arrangement | Choice of Mac or Windows | Sponsored Company Events | Office Snacks and Beverages | Much More… Equal Employment Opportunity: Click Therapeutics is committed to equal opportunity in the terms and conditions of employment for all employees and job applicants without regard to race, color, religion, sex, sexual orientation, age, gender identity or gender expression, national origin, disability or veteran status. Click Therapeutics also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as employment eligibility verification requirements of the Immigration and Nationality Act. All applicants must have authorization to work for Click Therapeutics in the U.S. In certain circumstances it may be advantageous to Click Therapeutics to support the application(s) for temporary visa classification and/or sponsor applications for permanent residence so that a foreign national colleague can accept or remain in a work assignment in the U. S. For certain classes of temporary visas, the resulting work authorization may be specific to Click Therapeutics and the specific job and/or work site. Click Therapeutics may at its business discretion decide to or refrain from obtaining, maintaining and/or extending the temporary visa status and/or sponsoring a colleague for permanent residency and /or employment eligibility, considering factors such as availability of qualified U.S. workers and the colleague's long-term prospects for securing lawful permanent residence, among other reasons. Employment applicants requiring immigration sponsorship must disclose, when initial application for employment is made, whether or not they are legally authorized to work for Click Therapeutics in the U.S. and, if so, whether that authorization permits them to work in the job they seek. In no case should Click Therapeutics support of a colleague's temporary visa application or sponsorship of a colleague for permanent residence be construed to guarantee success of that application or amend or otherwise invalidate the "at-will" employment relationship between the colleague and Click Therapeutics. Recruitment Phishing Scams: Fake job advertisements and offers are increasingly appearing on the internet. If you have encountered a job posting or have been approached with a job offer that you suspect may be fraudulent, we strongly recommend you do not respond and report it to the Federal Trade Commission and the FBI at . Please be mindful of the following: * Click Therapeutics will only reach out to you through an "@clicktherapeutics.com" email address. * Other than your email address or telephone number, which you may provide via a job application portal, Click Therapeutics will never ask you to provide personally identifiable information about yourself (such as a Social Security Number or Driver's License Number) via a messaging application (like that used on the LinkedIn platform or Microsoft Teams). * Click Therapeutics will conduct interviews face-to-face over Zoom. * All job postings will be listed on the Click Therapeutics official career page.

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. Job Description Consulting Skills • Client delivery as part of an on-site or remote project team, able to define the framework and structure of deliverables, carrying out the production of complex deliverables, • Manage the work, activities, and timelines of work for both their selves and their team, identifies priorities and workflows for interested parties, • Utilizing a higher-level understanding of methodological concepts, coaches teammates in preparing client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and Visio, designing key deliverables for projects and supporting other consultants in the production of their deliverables, • Present complex ideas, critical points and decisions required to team members and client contacts, including middle and top management, • Perform simple and complex research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative data, • Manages internal team by promoting teamwork, motivate and help consultants to improve, • Demonstrate credibility and legitimacy with client, capable of challenging client approaches and provide new directions, allowing the customer to evolve and deepens relationship, • Defines the project framework and organization, managing one or different projects at a time, guarantees the follow-up of these assignments, • Provide status reporting of progress, dependencies, issues, risks, and overall program health, • Responsible for the work streams of a complex project and takes the lead on simple projects, • Support practice, thought leadership, and people development activities firmwide, • Maintains a deep understanding of business concepts, issues and challenges and key knowledge to master a business expertise, • Cultivate knowledge related to a specific business challenge, issue, or deepen understanding within a sector and function domain, • Contribute to the development of new solutions in own areas of expertise, • Takes a leading role within internal firm knowledge-share activities and organizations, ensuring complete knowledge and competency transfer to other consultants, • Help contribute and support Sia’s growing U.S. Wealth & Asset Management practice, • Write business proposals and presentations autonomously, • Detect, trace, and qualify business opportunities, • Supervise a project team internally and on client assignment, • Embody the firm’s values of excellence, entrepreneurship, innovation, teamwork, care and support, and employee wellbeing into their management style Qualifications, • Bachelor’s degree required preferably in a Business or related field, • 4+ years of recent client-facing management consulting experience, • FS background preferred, • Moderate knowledge and skill in wealth & assets management, • Knowledge of the full Wealth and/or Asset Management value chain (Front Office, Middle Office, Back Office), • Experience in complex transformations or technology implementations in Wealth and/or Asset Management, including business analysis, sourcing model, data model, organizational model, and technical architecture, • Experience in designing future state operating models in Wealth and/or Asset Management due to various change catalysts (e.g., core platform change, new product, merger/acquisition, start up, cost reduction, outsourcing, globalization), • Specific subject matter expertise regarding transformation and a strong business understanding of Wealth and/or Asset Management products and services, • Trained to moderate knowledge and skill in project management, • Experience supporting client interview sessions - taking accurate notes, providing meeting minutes, scheduling client meetings, etc., • Experience supporting the construction of executive presentations, • Proven communication, interpersonal, and organizational skills, • Act as a supportive team player who actively develops relationships and is eager to share knowledge with colleagues and our clients, • Flexibility in approach and a willingness to adapt quickly and take initiative when working in unstructured environments with limited supervision, • An ability to transform your domain knowledge and project experiences into published content for Sia Partners Insights Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation * Annual base salary starting at 133K, commensurate with experience and qualifications * Annual performance based discretionary bonus Robust Health Coverage * 3 Medical plans * Dental and Vision * Life, AD&D and other voluntary insurance Tax-Advantaged Accounts * 401K retirement plan * 4% matching and 100% vested upon enrollment * Health Savings Account (HSA) * Flexible Spending Account (FSA) * Health, Dependent Care, Commuter Family Friendly Benefits * 100% paid parental leave for all new parents with eligible tenure * Building Healthy Families program if enrolled through Medical plan Time Off to Recharge * Generous Paid Time Off (PTO) policy * 9 company holidays plus 1 floating holiday Extras that Make Life Easier * College savings and student loan repayment assistance * Monthly cell phone stipend * Access to wellness programs at no cost if enrolled through Medical plan, including: * Gym membership reimbursement * LiveHealth Online virtual care * Personalized support from a Well-being Coach * Employee Assistance Program at no cost * Free confidential counseling and emotional support services * On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to employ any applicant who will require, either now or in the future, employment visa sponsorship or sponsorship for work authorization (i.e., H-1B visa, F-1/OPT or STEM OPT, TN, etc.). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. Job Description Consulting Skills • Client delivery as part of an on-site or remote project team, able to define the framework and structure of deliverables, carrying out the production of complex deliverables, • Manage the work, activities, and timelines of work for both their selves and their team, identifies priorities and workflows for interested parties, • Utilizing a higher-level understanding of methodological concepts, coaches teammates in preparing client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and Visio, designing key deliverables for projects and supporting other consultants in the production of their deliverables, • Present complex ideas, critical points and decisions required to team members and client contacts, including middle and top management, • Perform simple and complex research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative data, • Manages internal team by promoting teamwork, motivate and help consultants to improve, • Demonstrate credibility and legitimacy with client, capable of challenging client approaches and provide new directions, allowing the customer to evolve and deepens relationship, • Defines the project framework and organization, managing one or different projects at a time, guarantees the follow-up of these assignments, • Provide status reporting of progress, dependencies, issues, risks, and overall program health, • Responsible for the work streams of a complex project and takes the lead on simple projects, • Support the Wealth & Asset Management practice, thought leadership, and people development activities firmwide, • Lead business analysis workstreams for Wealth Management initiatives, guiding stakeholders through requirements definition, scope alignment, and solution design., • Serve as a subject-matter expert across advisory, investment, and trading processes, providing strategic insights to enhance platforms and operational workflows., • Conduct advanced requirements gathering, translating complex business needs into detailed user stories, functional specifications, and process maps., • Drive project efforts related to trading workflows—including order entry, execution, allocations, settlement, and compliance—ensuring alignment across front, middle, and back-office teams., • Facilitate workshops with product owners, advisors, traders, compliance, and technology teams to identify process gaps, dependencies, and improvement opportunities., • Apply strong analytical skills to evaluate system impacts, perform gap and root-cause analyses, and recommend solutions that enhance performance and reduce risk., • Lead UAT planning and execution, including test script development, scenario design, defect management, and user sign-off., • Provide advisory guidance on regulatory considerations affecting Wealth Management and trading (e.g., suitability, best execution, trade surveillance)., • Oversee key project documentation, including BRDs, functional specifications, current-state and future-state architecture artifacts, and training materials., • Partner closely with technology teams during design, development, and deployment to ensure solutions meet business intent and achieve desired outcomes., • Manage cross-functional communication, status reporting, and risk/issue tracking, acting as a trusted advisor to senior stakeholders., • Support data analysis and validation efforts using advanced tools (Excel, SQL, or BI platforms) to confirm accuracy of trade, portfolio, and client data., • Mentor junior BAs and provide guidance on requirements methodology, industry best practices, and effective stakeholder management.Qualifications, • 7+ years of Business Analyst experience within Wealth Management, • Strong understanding of investment and advisory processes, including portfolio management, client onboarding, account maintenance, and regulatory requirements., • Hands-on experience supporting projects in the trading lifecycle (order management, execution, allocations, settlement, compliance, or trade operations)., • Proven ability to gather, document, and translate complex business requirements into functional specifications and user stories., • Experience working with Wealth Management platforms, trading systems, OMS/EMS tools, or portfolio accounting systems., • Demonstrated ability to lead cross-functional workshops, influence stakeholders, and drive consensus across business and technology teams., • Familiarity with industry regulations affecting Wealth and trading (e.g., SEC, FINRA, Reg BI, best execution, trade surveillance)., • Strong analytical and problem-solving skills, with the ability to interpret data and identify trends using Excel, SQL, or BI tools., • Solid understanding of SDLC methodologies, including Agile (Scrum/Kanban) and Waterfall., • Excellent communication skills with experience preparing executive-level presentations, documentation, and status reporting., • Ability to manage multiple workstreams simultaneously and operate with minimal supervision in a client-facing environment., • Bachelor’s degree required preferably in a Business or related field (Higher degrees are a plus), • Recent client-facing management consulting experience, • Financial Service background required, • Industry certifications (CFA, CFP, Series licenses, CBAP, PMP, etc.) a plus. Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation * Annual base salary starting at 133K, commensurate with experience and qualifications * Annual performance based discretionary bonus Robust Health Coverage * 3 Medical plans * Dental and Vision * Life, AD&D and other voluntary insurance Tax-Advantaged Accounts * 401K retirement plan * 4% matching and 100% vested upon enrollment * Health Savings Account (HSA) * Flexible Spending Account (FSA) * Health, Dependent Care, Commuter Family Friendly Benefits * 100% paid parental leave for all new parents with eligible tenure * Building Healthy Families program if enrolled through Medical plan Time Off to Recharge * Generous Paid Time Off (PTO) policy * 9 company holidays plus 1 floating holiday Extras that Make Life Easier * College savings and student loan repayment assistance * Monthly cell phone stipend * Access to wellness programs at no cost if enrolled through Medical plan, including: * Gym membership reimbursement * LiveHealth Online virtual care * Personalized support from a Well-being Coach * Employee Assistance Program at no cost * Free confidential counseling and emotional support services * On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to employ any applicant who will require, either now or in the future, employment visa sponsorship or sponsorship for work authorization (i.e., H-1B visa, F-1/OPT or STEM OPT, TN, etc.). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Position Overview Job Title: AFC Modelling – Data Scientist Corporate Title: Associate - Vice President: All Roles to be Considered Location: New York, NY Overview Deutsche Bank benefits from having a highly experienced and dedicated Anti Financial Crime (AFC) function, which performs a crucial role in keeping Deutsche Bank’s business operations and global financial services clean from financial crime while serving the interests of the Bank and society. Our regional/global matrix structure allows for flexible responses to challenges in the core areas of: Anti-Money Laundering, Sanctions & Embargoes, Anti-Fraud, Bribery & Corruption, Investigations & Intelligence, Monitoring & Screening, and Risk Assessment. Our AFC Team will provide you with opportunities to learn, grow and define your career. We foster an open, diverse, and inclusive team culture, that is engaged and well-supported for prosperity and enjoyment of a life/work balance. What We Offer You • A diverse and inclusive environment that embraces change, innovation, and collaboration, • A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days, • Employee Resource Groups support an inclusive workplace for everyone and promote community engagement, • Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits, • Educational resources, matching gift and volunteer programs What You’ll Do • Drive model implementation (from prototype to production), following rigorous coding, testing, and documentation best practice, • Responsible for Driving and execution of the Anti-Money Laundering (AML) Transaction Monitoring Americas data strategy in line with the Global Data Strategy/Framework, • Develop and evolve platform reporting statistics/data to monitor ongoing model success; perform 'deep dives' to interpret data quality issues, identify remediation and track to resolution, • Represent the group in various data governance forums, and clearly communicate data related issues and potential resolution paths, • Work with Business (1LOD) to understand the products being offered and define specifications/red flags for Transaction Monitoring models, • Review and address open AML TM findings in a timely fashion, work in partnership with AFC stakeholders to develop and drive initiatives that transform and modernize the capabilities and services of Monitoring within the AFC function How You’ll Lead • Establish a clear vision and goals for the team, Inspire the team to perform well and achieve business goals; provide guidance and instruction to the team, and coach them as needed., • Oversee daily activities and progress towards goals, and ensure the team is adequately equipped to perform their duties., • Prioritize tasks and allocating tasks to the team accordingly. The role will be collaborating across multiple teams within the M&S (Monitoring & Screening) function. Skills You’ll Need • Bachelor’s/Master’s degree in Computer Science, Data Science, Management Information System (MIS), Information Management, or equivalent, • Previous relevant experience conducting data science or Model Development in a business setting coupled with excellent programming skills, predominantly across the Python/Anaconda suite (Scikit-learn, Pandas, Numpy), • Experience in Financial Crimes space with expertise in AML Transaction Monitoring and Advisory, with a deep understanding of transaction monitoring data for various lines of businesses, AML red flags, and AML typologies., • Proficient in Financial Crime Compliance covering multiple product lines, such as Correspondent Banking, Private Banking, Wealth Management, Brokerage, Trade, and Asset Management., • Demonstrated experience in Relational databases, Structured Query Language (SQL), Big Data Hadoop, Hive Query Language (HQL), Data visualization tools. Skills That Will Help You Excel • Flexible and able to adapt to urgent deliverable timelines, • A positive outlook in a goal-oriented organization, • Able to demonstrate excellent analytical, judgment, and research skills, • Meticulous with a strong attention to detail and the ability to multitask, • Able to interpret complex requirements and work proactively with stakeholders in different organizational units Expectations It is the Bank’s expectation that employees hired into this role will work in the New York City office in accordance with the Bank’s hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York City is $110,000 to 230,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.

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Job Description BBR Partners is searching for a Portfolio and Wealth Advisory Associate to play an important role on a boutique team tailored to client accounts. Advisory Associates are integral to BBR's ability to provide unparalleled hospitality and advice. The desired candidate is passionate about alternative investments, financial markets, client literacy and exceptional service. Responsibilities: • Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning, • Generate and edit presentations for existing clients and marketing presentations for prospects, • Prepare reporting for internal meetings relating to clients, prospects, and investment managers, • Maintain data integrity across multiple systems, • Collaborate with senior team members to resolve complex client requests or issues, • 1 or more years professional or relatable experience ideally in Asset or Wealth Management, • Undergraduate degree and a strong academic track record, • Proficiency in MS Office Suite, especially Excel, • High degree of intellectual curiosity, • Excellent communication and time allocation skills: adept at managing expectations, • Exceptional interpersonal skills: ability to work both autonomously and harmoniously with a team, • Comfortable being wrong: seeks to learn from mistakes and takes accountability, • Exhibits enthusiasm for professional development and personal growth, • Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment., • Competitive base salary and incentive compensation opportunity., • Company subsidized health, dental and vision insurance for employee, partner, and dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care., • Personalized development and career opportunities., • Flexible time off and paid parental leave, as well as opportunity for Sabbatical with company tenure., • Hybrid work environment, "Work from Anywhere" weeks, and business casual dress. Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $85,000 and $100,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages, commission eligibility, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Job Description 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.

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 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. 3. Collaborative Marketing Support (Limited Scope) • Provide tailored service support to HNW clients referred through Marketing team initiatives, focusing on post-engagement follow-up for onboarding and relationship building., • May offer limited, supplementary support at select Marketing events for HNW clients, focusing solely on addressing general service, platform, or procedural questions in a one-on-one capacity., • Partner with Marketing by sharing high-level, anonymized insights on premier client needs and feedback to help inform client engagement strategies. Requirements What You Bring: • FINRA Series 7 & 63 licensed., • 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. 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 $80,000 - $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.

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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 outgoing Financial Customer Experience Associate to support 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 drive client acquisition, support store activations, 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, • Sales & Promotions Management - Support the on-site sales and promotion efforts, • 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 each day, • Financial Market Awareness - Stay current on market news, trends, and economic events, and effectively communicate relevant insights to customers, • Compliance - Ensure all marketing and sales activities comply with FINRA and SEC guidelines Qualifications: • Must have or be willing to get SIE upon being hired. FINRA Series 7 and 63 licenses required for the position: preferred upon hiring but must be obtained within 180 days of hire., • Must have knowledge of options and trading strategies, • 1+ 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 $50,000-$70,000. 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.

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