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We’re seeking a future team member for the role of Senior Specialist, Fiduciary to join our Wealth Management team. This role is located in NYC or Boston. In this role, you’ll make an impact in the following ways: • Administer and advise the Wealth Management team on interpretation of key trust provisions and fiduciary duties for client relationships, • Support the management and growth of existing client relationships with a strong focus on risk management and responsible business growth, • Meet with clients, co-trustees, beneficiaries, and external advisors to ensure BNY is adhering to the highest fiduciary standards, • Assess, identify, escalate, and help address risk-related issues while coordinating administrative activities across the Wealth Management team, • Interpret governing trust documents and partner with internal teams and outside advisors to support complex fiduciary relationships, • May support estate settlement and probate administration, or charitable account administration, depending on the assignment, • Independently evaluate new business opportunities and client prospects, generate referrals, and help drive new revenue through increased flows and future fees, • Serve as a consultative resource to UHNW and HNW clients on solutions aligned to their short- and long-term strategic objectives, • Support client service, fiduciary administration, business development, and compliance activities in alignment with applicable policies and procedures, • Mentor and train less experienced team members; may provide oversight of client services in some regions To be successful in this role, we’re seeking the following: • Bachelor’s degree or equivalent combination of education and experience required; advanced degree preferred, • 2-5 years of experience in fiduciary administration, including fiduciary taxation and administrative support for client relationships, • Strong knowledge of fiduciary practices, trust administration, and client servicing principles, • Experience working directly with clients, legal advisors, tax advisors, and internal partners in a high-touch environment, • Excellent interpersonal, written, verbal, and presentation skills, • Self-motivated with the ability to manage multiple priorities, identify risk, and follow through on assigned matters, • CTFA or CFP preferred, • Continuous learning mindset, with the ability to gain knowledge of policies and procedures to progress toward the Specialist role At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

\n AMN Healthcare Allied is seeking a travel Occupational Therapist for a travel job in Bronx, New York. Job Description & Requirements\n \n • Specialty: Occupational Therapist\n, • Discipline: Therapy\n, • Duration: 13 weeks\n, • 40 hours per week\n, • Shift: 8 hours, days\n, • Employment Type: Travel\n \n Job Description & Requirements \n Occupational Therapist - Skilled - (OT) \n StartDate: ASAP Available Shifts: 8 D Pay Rate: $2023.00 - $2085.00 \n Start your next contract as a Travel Occupational Therapist in Bronx, NY with AMN Healthcare. This assignment offers 40 hours per week in a skilled nursing facility setting, with a guaranteed 36-hour work week and a float radius of 40 miles. You will help patients regain or improve daily living skills, provide therapy for injuries and disabilities, and collaborate with interdisciplinary teams. Required qualifications include skilled nursing facility experience and an active New York license. New grads and assistants are not considered for this role. Bronx, NY offers a vibrant mix of culture and recreation, including the Bronx Zoo, New York Botanical Garden, diverse restaurants, live music venues, and beautiful parks. AMN Healthcare provides excellent compensation, weekly pay, dedicated recruiters, a clinical support team, and the AMN Passport app for 24/7 career management. As a publicly traded company, AMN Healthcare upholds high ethical standards. Apply now to join this Travel Occupational Therapist assignment in Bronx, NY. \n Required Qualifications \n Occupational Therapist, Skilled \n OT-NY \n SNF exp \n Active NY License \n ASAP Start Date \n Preferred Qualifications \n SNF exp \n Active NY License \n ASAP Start Date Facility Location \n The northernmost of New York City's five boroughs, The Bronx is one of the city's most storied communities. The Bronx is home to several universities including Fordham and City University of New York. Sports fans will want to pay a visit to Yankee Stadium, which opened its doors in 1923 and is a truly iconic facility. The Bronx has a rich arts history and is widely held as one of the places where hip hop was born. Culture seekers can check out the Hush Hip Hop Tour to see some of the historic sights where the genre blossomed. The Bronx offers a wealth of dining, sports, entertainment and cultural activities and is one of New York City's many intriguing, culturally rich communities. Job Benefits \n Allied travel assignments are typically for 13 weeks and offer generous packages that include: \n \n • Competitive pay rates\n, • Medical, Dental, Vision\n, • 401(k) and Flex Spending\n, • Life Insurance\n, • Accident and Short-term Disability Coverage\n, • Free Continuing Education\n, • Competitive Housing Deal\n, • Refer a friend and earn extra cash!\n \n \n About the Company\n \n At AMN Healthcare, we strive to be recognized as the most trusted, innovative, and influential force in helping healthcare organizations provide quality patient care that continually evolves to make healthcare more human, more effective, and more achievable. \n \n \n occupational therapist, occupational therapy, OT, therapist, patient care, healthcare, health care, skilled care, skilled occupational therapist, skilled care occupational therapist, skilled\n \n AMN Healthcare Allied Job ID #3535645. Pay package is based on 8 hour shifts and 40 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: Occupational Therapist - Skilled - (OT) About AMN Healthcare Allied\n \n AMN Healthcare is a leading force in the healthcare industry, committed to being the most trusted, innovative, and influential partner for healthcare organizations. With a focus on providing quality patient care, AMN Healthcare offers holistic solutions that reduce costs, streamline processes, and improve efficiencies. The company boasts over 30 years of experience and takes pride in staffing leading healthcare facilities with the nation's best travelers. As an industry leader, AMN Healthcare offers a diverse team dedicated to supporting healthcare workers and facilities, ensuring a personalized and supportive experience for both clients and candidates. \n \n Visit https://www.vivian.com/agencies/amn-healthcare-allied/ for more information. \n Benefits\n \n • Company provided housing options\n, • Medical benefits\n, • Dental benefits\n, • Continuing Education\n \n

\n AMN Healthcare Allied is seeking a travel Clinic RDN - Registered Dietitian Nutritionist for a travel job in Bronx, New York. Job Description & Requirements\n \n • Specialty: RDN - Registered Dietitian Nutritionist\n, • Discipline: Allied Health Professional\n, • Start Date: 08/10/2026\n, • Duration: 14 weeks\n, • 40 hours per week\n, • Shift: 7 hours, days\n, • Employment Type: Travel\n \n Job Description & Requirements \n Clinical Dietitian - Long-term Acute Care - (CDT - Acute) \n StartDate: 8/10/2026 Available Shifts: 7 D Pay Rate: $1889.00 - $1947.00 \n Clinical Dietician needed asap for 13 weeks REQUIRED SKILLS: Minimal one year of experience required. Two years of experience preferred For Post-Acute locations, requirements New York State Certification, issued by the New York State Education Department (NYSED) as a “Dietitian-Nutritionist” For Acute locations: Registration by the Commissions on Dietetic Registration (CDR) as a Registered Dietitian. Primary Source Verification - Required Graduate from accredited college/university with a degree in Dietetics or Foods and Nutrition AHA BLS - preferred Master's degree - preferred Special Note for Dietitians assigned to Post-Acute Care (Long-Term Care) facility: Under the Medicare and Medicaid Programs, Reform of Requirements for Long-Term Care Facilities, as outlined in Section § 483.60 of Title 42 of the Code of Federal Regulations all newly-hired Dietitians, assigned to a Post-Acute Care (Long-Term Care) facility, are required to have New York State Certification, issued by the New York State Education Department (NYSED), as a “Dietitian-Nutritionist” at the time of hire. \n Required Qualifications \n Clinical Dietician, Long Term Acute Care \n OR \n Clinical Dietician, Acute \n Experience: 1 year \n Certifications: BLS-AHA(Copy Needed) \n SSN Required \n DOB Required \n Work History: Should not be more than 30 days of gap in entire work history \n References: 1 Reference in entire work history \n For Post-Acute locations, requirements New York State Certification, issued by the New York State Education Department (NYSED) as a “Dietitian-Nutritionist” \n For Acute locations: Registration by the Commissions on Dietetic Registration (CDR) as a Registered Dietitian. \n Primary Source Verification - Required \n Graduate from accredited college/university with a degree in Dietetics or Foods and Nutrition Facility Location \n The northernmost of New York City's five boroughs, The Bronx is one of the city's most storied communities. The Bronx is home to several universities including Fordham and City University of New York. Sports fans will want to pay a visit to Yankee Stadium, which opened its doors in 1923 and is a truly iconic facility. The Bronx has a rich arts history and is widely held as one of the places where hip hop was born. Culture seekers can check out the Hush Hip Hop Tour to see some of the historic sights where the genre blossomed. The Bronx offers a wealth of dining, sports, entertainment and cultural activities and is one of New York City's many intriguing, culturally rich communities. Job Benefits \n Allied travel assignments are typically for 13 weeks and offer generous packages that include: \n \n • Competitive pay rates\n, • Medical, Dental, Vision\n, • 401(k) and Flex Spending\n, • Life Insurance\n, • Accident and Short-term Disability Coverage\n, • Free Continuing Education\n, • Competitive Housing Deal\n, • Refer a friend and earn extra cash!\n \n \n About the Company\n \n At AMN Healthcare, we strive to be recognized as the most trusted, innovative, and influential force in helping healthcare organizations provide quality patient care that continually evolves to make healthcare more human, more effective, and more achievable. \n \n \n Clinical dieticians, dietician, long term, long term care, hospital, nursing care, healthcare, health care, patient care, nutrition, nutritional, nutrition programs, medical, weight management, acute care, CD\n \n AMN Healthcare Allied Job ID #3532384. Pay package is based on 7 hour shifts and 40 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: Clinical Dietitian - Long-term Acute Care - (CDT - Acute) About AMN Healthcare Allied\n \n AMN Healthcare is a leading force in the healthcare industry, committed to being the most trusted, innovative, and influential partner for healthcare organizations. With a focus on providing quality patient care, AMN Healthcare offers holistic solutions that reduce costs, streamline processes, and improve efficiencies. The company boasts over 30 years of experience and takes pride in staffing leading healthcare facilities with the nation's best travelers. As an industry leader, AMN Healthcare offers a diverse team dedicated to supporting healthcare workers and facilities, ensuring a personalized and supportive experience for both clients and candidates. \n \n Visit https://www.vivian.com/agencies/amn-healthcare-allied/ for more information. \n Benefits\n \n • Company provided housing options\n, • Medical benefits\n, • Dental benefits\n, • Continuing Education\n \n

As a Lead Software Engineer at JPMorganChase within the Consumer and Community Banking JPM Wealth Management team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. Lead and contribute

As a Data Mesh Platform Product Owner within the Chief Data & Analytics Office you will hold the internal product and business ownership of the firm's federated data mesh platform and its distribution points - Snowflake, Starburst, and Databricks - as they serve data producers and consumers with

Driving the future of Wealth Management, the Client and Account Data Product Manager leads innovation and excellence in data strategy and solutions. As a Client and Account Data Product Manager in JP Morgan’s Wealth Management, you will be instrumental in advancing the strategic vision and executi

As a Principal Software Engineer at JPMorganChase within the Asset & Wealth Management, MarTech Team, you provide expertise and engineering excellence as an integral part of an agile team to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.

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COMPLIANCE SPECIALIST SENIOR WEALTH MANAGEMENT WHAT IS THE OPPORTUNITY?The Compliance Specialist establishes and implements an effective compliance program to ensure regulatory compliance for Bank Wealth Management products. Responsible for monitoring, discovering, interpreting, enhancing, updating, developing, tracking and implementing pertinent and effective compliance policies and procedures related to operations initiatives within the internal and external compliance environment. WHAT WILL YOU DO? • Monitors, analyzes and escalates issues and concerns related to OCC requirements for Retail Non-Deposit Investment Products (RNDIP), Regulation R, and certain ERISA requirements including issues identification utilizing sound and current compliance industry standards and practices., • Functions as an internal consultant to colleagues throughout City National Bank (CNB) related to operational compliance issues and concerns, utilizing their internal and external organizational agility to ascertain and deliver sound interpretation and advice., • Works within the framework of the established CNB/RBC Testing Program overseeing timely remediation., • Functions as a conduit for identifying and recommending improvements to existing internal operational compliance policy and procedure while recognizing opportunities for enhancement within the full scope of CNB’s compliance foundation, • Working knowledge of OCC Retail Non-Deposit Investment Products (RNDIP), Regulation R, associated investment products and services including associated ERISA compliance requirements., • Ongoing monitoring of compliance policy and program requirements for RNDIP and ERISA with special focus on RBC Qualified Professional Asset Manager (QPAM) requirements under PTE 84-14 and similar permitted exceptions., • Knowledge and assistance in preparation of annual and ongoing reports to executive management and the board of directors. WHAT DO YOU NEED TO SUCCEED?Required Qualifications* • Bachelor's Degree or equivalent, • Minimum 5 years of experience with bank operations and/or compliance operations, • Minimum 5 years of experience with risk management and/or Compliance policies and procedures Additional Qualifications, • A FINRA Series 7 and/or 24 is highly desirable, • Demonstrated comprehensive knowledge in branch operations, client relationship and risk management with a strong working knowledge of bank back office processes and systems required., • Thorough understanding of applicable laws and banking regulations required., • Proven leadership skills mixed with a propensity towards strong organization and time management skills required., • Must possess the ability to recognize and communicate enhancement opportunities along with developing creative and sound solutions within assigned duties., • Excellent oral and written communication skills with all levels of management required., • Computer proficiency in Microsoft applications of Outlook, Word, Excel, PowerPoint, Access and Project required., • Experience communicating and interacting with regulatory agencies, including exam management and other regulatory affairs., • For Banking Compliance related roles, Certified Compliance Risk Manager (CRCM)., • For Wealth Management Compliance roles, experience with a financial institution such as a broker/dealer and/or registered investment adviser., • For Wealth Management Compliance roles, experience working within a Compliance Investment Management role. WHAT'S IN IT FOR YOU?CompensationStarting base salary: $85,000 - $145,000 per year for the NYC location. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date, • Generous 401(k) company matching contribution, • Career Development through Tuition Reimbursement and other internal upskilling and training resources, • Valued Time Away benefits including vacation, sick and volunteer time, • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs, • Career Mobility support from a dedicated recruitment team, • Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT USSince day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENTCity National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-JR1 #CR-JR

hackajob is collaborating with J.P. Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION Join JPMorganChase Wealth Management's Chief Data Office to lead complex programs spanning multiple products (Client Information and beyond) with cross-LOB and cross-functional coordination. This role partners closely with Product Owners and technology teams to execute disciplined governance, integrated planning, and production readiness for Party & Account data products and an agentic experience layer. Job Summary As the VP Product Delivery Lead within the Wealth Management Chief Data Office, you execute end-to-end integrated solution delivery for a large, complex program anchored in Client Information (Party & Account) data products and an agentic experience layer. The role establishes governance and delivery discipline across products, lines of business, and functions, partnering with Product Owners and Technology, Control, and Operations teams to align scope and sequencing, build and maintain integrated plans, actively manage cross-product dependencies, and coordinate production readiness, cutover, rollout, and stabilization. The role uses firm-approved AI tools, with appropriate controls, to improve efficiency in producing and maintaining delivery artifacts such as integrated plans, meeting minutes, status reporting, RAID logs, dependency trackers, and runbooks. Job Responsibilities • Lead end-to-end program oversight across multiple products and workstreams, spanning Client Information and additional product areas as needed across lines of business and functions., • Partner with Product Owners to create and maintain an end-to-end high-level project plan across products and releases., • Define the program governance structure, cadence, and operating rhythm across stakeholders., • Document program meetings, including decisions, open decisions, actions, and follow-ups., • Identify and document cross-product and cross-workstream dependencies, ensuring coordination across Product Owners, technology teams, and other workstreams such as data remediation and business readiness., • Analyze, report, and monitor program-level risks and issues, escalating when appropriate., • Monitor progress against plans and provide regular progress updates to senior management., • Chair working groups and program-level status forums to maintain momentum and delivery transparency., • Provide standard status processes and tools, including dashboards, RAID logs, dependency trackers, and decision/action trackers., • Document end-to-end current state and target state, including gaps and issues, and define phased scope for Day 1 (when applicable) and subsequent days across products., • Create and maintain cross-product production runbooks, coordinate rollout and pilot execution, ensure test data availability, coordinate data quality issue resolution with Product Owners and technology teams, and manage post-production issues through closure. Required qualifications, capabilities, and skills • Deliver 8 years of program or product delivery leadership in complex, multi-workstream environments., • Lead delivery across multiple Product Owners and technology teams, aligning scope, sequencing, and milestones across products and releases., • Establish governance structures and facilitation discipline across cross-LOB and cross-functional stakeholder groups., • Produce clear, auditable meeting artifacts, including minutes, decisions, actions, and follow-ups., • Manage cross-product dependencies and coordinate delivery across parallel workstreams., • Analyze program-level risks and issues and escalate with clear impact, options, and mitigation paths., • Build and maintain integrated delivery plans and status reporting with consistent execution rigor., • Coordinate production readiness activities, including release planning, cutover preparation, and communications., • Create and maintain production runbooks and readiness checklists across multiple products., • Coordinate post-production issue management, including triage, tracking, communications, and follow-through to closure., • Use firm-approved AI tools to improve efficiency in creating and maintaining delivery artifacts (plans, notes, status reports, RAID logs, runbooks) with appropriate controls and governance. Preferred qualifications, capabilities, and skills • Deliver large cross-product programs in regulated or highly controlled environments., • Partner effectively with senior stakeholders to align decisions and sequencing across competing priorities., • Support phased delivery approaches (for example, Day 1 and subsequent days) across multiple products., • Coordinate production cutovers and stabilization periods across multiple teams and workstreams., • Demonstrate strong written communication and executive-ready program reporting., • Apply disciplined operational rigor for release readiness, go-live coordination, and stabilization practices., • Contribute to continuous improvement of delivery processes, standards, and reusable artifacts. ABOUT US JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans ABOUT THE TEAM J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.â

HEAD OF WEALTH MANAGEMENT COMPLIANCE CITY NATIONAL BANK WHAT IS THE OPPORTUNITY? The Head of City National Bank's (CNB) Wealth Management Compliance business, which include investment advisory businesses, broker dealer activities, as well as trust and fiduciary activities. Advisory activities are executed both out of the Bank as well as through two Registered Investment Advisors, RBC Securities and RBC Rochdale. The trust and fiduciary activities occur both through RBC Trust Company (Delaware) as well as through its national bank charter. The Head of WM Compliance will oversee compliance activities for this division while promoting a strong culture of ethics, compliance, and integrity. Additionally, the Head of WM Compliance will partner with RBC Centers of Excellence on compliance programs and oversight related to Surveillance, Licensing, Conflicts, Funds and Broker Dealer Compliance. As a business line operating out of entities that are direct and indirect subsidiaries of CNB, a national bank regulated by the Office of the Comptroller of the Currency (OCC), and Royal Bank of Canada (RBC) in the U.S., which operates out of a bank holding company regulated by the Federal Reserve, and with activities subject to FINRA and the SEC, it will be critical for the Head of WM Compliance to balance regulatory expectations across various regulatory regimes. Further, as a member of the US Capital Markets and Wealth Management team, the CNB Head of WM Compliance will help drive synergy across the US and leverage best practices. WHAT WILL YOU DO? • Advance compliance programs that focus on regulatory requirements across applicable regulatory regimes, including: the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, Securities Exchange Act of 1934, and OCC Regulation 9., • Foster a strong culture of compliance with senior management and business partners, • Oversee and challenge as appropriate front line compliance risk taking activity, including in alignment with OCC’s Heightened Standards and the Federal Reserve’s Enhanced Prudential Standards as applicable., • Provide advice and guidance to the CNB Wealth Management and Private Banking businesses, seeking to become a trusted advisor., • Implement independent risk management routines to assure proper alignment exists with SEC and FINRA expectations, and in conjunction with RBC US Compliance Practices and the RBC Wealth Management Compliance teams., • Oversee compliance management activity within the firm’s RIA program, specifically, including ongoing maintenance of firm’s Form ADV, Parts 1 and 2 as well as regular and periodic updates., • Leveraging RBC’s US shared service, provide oversight of firm and agent registration and licensing for broker dealers and registered investment adviser, • Provide periodic reporting to CNB, RBC and subsidiary boards with respect to matters of compliance, • Provide proactive compliance advice ,support and coverage to the Wealth Management and Private Banking businesses to help ensure regulatory and policy matters are well understood and effectively managed, • Evaluate and oversee internal controls to ensure their adequacy and effectiveness with respect to compliance risks and requirements, • Prioritize compliance activities toward areas identified as having the highest levels of compliance risk to the company, • Perform periodic risk assessments of business and operational activities to identify compliance gaps and potential exposure, • Establish topic and job-specific compliance training for officers and employees, • Partner with business units to remediate compliance findings and issues, including those identified in internal and external examinations and audits, • Facilitate audits and exams related to Compliance for the Wealth Management and Private Banking businesses, • Integrate activities with other departments to accomplish common goals., • Maintain up-to-date knowledge of industry best practices to further develop effective compliance policies and procedures and programs, • Provide leadership with CNB affiliates to assure efficient operations as well as full compliance., • Elevate and escalate material issues and concerns to both Compliance senior management and business senior management as appropriate., • Perform other duties as may be requested by City National Bank's Chief Compliance Officer or by the RBC VP of Global Capital Markets and U.S. Investment Management-Broker Dealer Compliance, • Complies fully policies and procedures as well as all regulatory requirements WHAT DO YOU NEED TO SUCCEED? Required Qualifications* • Bachelor's Degree or equivalent, • Minimum 10 years of wealth management compliance experience, including investment/asset management/broker dealer/fiduciary/trust experience in a banking or investment environment required., • Minimum 5 years of management experience required Additional Qualifications • FINRA Series 7: General Securities Rep preferred, • Advanced knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, and Securities Exchange Act of 1934 is required, with knowledge of bank non-deposit investment product requirements, OCC Regulation 9, and ERISA regulations., • Knowledge and ability to reinforce a strong culture of compliance and provide independent challenge to senior management and business partners., • Ability to develop and implement appropriate policies and procedures and compel others to adhere to them., • Must possess excellent verbal and written communications skills sufficient to interact with all levels of Adviser and Fund Personnel, clients, vendors, etc., • Ability to write policies and create compliance disclosures., • Working knowledge of Microsoft office programs (Word, Excel, Power Point)., • Experience communicating and interacting with regulatory agencies, including exam management and other regulatory affairs., • For Banking Compliance related roles, Certified Compliance Risk Manager (CRCM)., • For Wealth Management Compliance roles, experience with a financial institution such as a broker/dealer and/or registered investment adviser., • For Wealth Management Compliance roles, experience working within a Compliance Investment Management role. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $200,000 - $340,000 per year. Exact compensation may vary based on skills, experience, and location. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date, • Generous 401(k) company matching contribution, • Career Development through Tuition Reimbursement and other internal upskilling and training resources, • Valued Time Away benefits including vacation, sick and volunteer time, • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs, • Career Mobility support from a dedicated recruitment team, • Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-JR1 #CR-JR

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

Job Description Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series D funding round brought our total investment to over $320 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 9 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 380+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Your Role: We are looking for a high-performing Account Executive with a proven track record of success in sales and an eagerness to thrive in a fast-paced, high-growth startup with significant ownership and accountability. You will be on the front lines of growing Alpaca's market share by managing the full sales cycle, from prospecting and qualification to solution design, proposal development, negotiation, and closing new business. You will focus on growing revenue, transaction volume, and assets under management through Alpaca's Broker API. You'll partner with fintech platforms, broker-dealers, registered investment advisers (RIAs), wealth management firms, banks, and other financial institutions to help them launch and scale brokerage products, with a primary focus on clients across the United States. Success in this role requires a consultative sales approach, strong business acumen, excellent time management, and the ability to effectively manage multiple priorities while navigating complex, multi-stakeholder sales cycles. You are a collaborative team player who is self-motivated, driven to win, and committed to delivering exceptional results. Our team is 100% distributed and remote, with a preference for candidates located in New York, Chicago, or Austin. Things You'll Do: • Own the full sales cycle from outbound prospecting through contract negotiation and close, • Build and manage a healthy pipeline through outbound outreach, referrals, conferences, strategic partnerships, networking, and inbound opportunities, • Drive new revenue growth for Alpaca's institutional Broker API business across the United States, • Develop relationships with key decision makers at fintechs, broker-dealers, RIAs, wealth managers, banks, and other financial institutions, • Understand each prospect's business objectives and technical requirements to position Alpaca's solutions effectively, • Deliver compelling product demonstrations, business presentations, and commercial proposals, • Collaborate closely with Solutions Engineering, Product, Integrations, Marketing, Customer Success, and Legal to move opportunities efficiently through the sales process, • Maintain accurate pipeline data, forecasts, and account activity within Salesforce (or CRM), • Continuously refine sales messaging based on market feedback, customer insights, and competitive intelligence, • Represent Alpaca at industry conferences, customer meetings, and networking eventsWho You Are (Must-Haves):, • 3+ years of experience in sales at clearing broker-dealers OR strong experience selling technology solutions to advisors or broker-dealers, • Proven track record of achieving sales targets and driving business growth, • Strong relationships within the US investment advisory and broker-dealer industries, • Experience managing multi-stakeholder sales cycles involving business, operations, compliance, and technical buyers, • Strong consultative selling, negotiation, and relationship-building skills, • Excellent written and verbal communication skills, • Highly organized with strong pipeline management and forecasting discipline, • Comfortable working independently in a globally distributed remote environment, • Entrepreneurial mindset with a bias toward action and accountability, • Must have Series 7Who you Might Be (Nice-to-Haves):, • Experience selling APIs, developer platforms, or financial infrastructure products, • Familiarity with brokerage, securities trading, wealth management, or capital markets, • Experience working with startups or high-growth technology companies, • Existing network within the US fintech ecosystem, • Proficiency with HubSpot, Salesforce, or a comparable CRM platform, • Series 24/63/65 licensesHow We Take Care of You:, • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500, • Monthly Stipend: USD $150 per month via a Brex Card Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce. 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Job DescriptionElite Chief Physician vacancy in Jeddah. High-status lifestyle, advanced medical tech, and an exceptional tax-free package from £290k. Apply now. An unparalleled medical leadership post has opened for a pioneering, Western-trained Chief Executive Physician to steer a flagship private hospital facility in Jeddah. This prestigious role is specifically created for a high-profile clinician looking to capitalize on elite wealth accumulation while enjoying an ultra-luxury lifestyle relocation along the Red Sea coast. You will lead a high-performance clinical division backed by limitless budgetary resources, allowing you to influence healthcare delivery models at the highest regional tier. The environment emphasizes professional prestige, high-status networking, and executive authority. You will oversee the deployment of cutting-edge clinical pathways, collaborate with international stakeholders, and enjoy an optimized work-life balance within a sophisticated corporate ecosystem designed to reward top-tier Western medical expertise. Requirements Must hold definitive Tier-1 board certification (e.g., American Board, FRCPC, or CCT/CCST) with a minimum of 6 years of active post-consultancy experience in leadership, clinical directorship, or department management roles. Proven record of driving clinical excellence within recognized Western teaching hospitals, alongside a sophisticated command of healthcare operations. Polished executive charisma, fluent English communication skills, and the cultural agility required to interface with prominent business leaders and dignitaries. Benefits Substantial, fully tax-free liquid baseline salary of £290,000 to £380,000 per annum, distributed monthly with zero deductions. Premium corporate villa provided within an exclusive, high-security luxury residential compound featuring elite recreational facilities. Comprehensive global malpractice indemnity, top-tier private health coverage for the entire family, and fully managed golden visa processing. Generous annual leave allowance supplemented by executive business-class return airfare to your home destination. To discover more career opportunities and learn about our focus on placing top-tier western healthcare professionals, please visit our website: https://medicalstafftalent.com

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Role: We are hiring a high-performing Account Executive to drive new customer acquisition across enterprise and strategic accounts. We’re a product-first company with significant commercial traction and continually reinvest in our product. As an Arch Sales Director, you will play a pivotal role in meeting, understanding, and serving core accounts to accelerate our market presence and revenue growth. At Arch you will: Build relationships with the people inside institutions, investment advisors, accounting firms, and other financial firms who allocate capital and would greatly benefit from the Arch platform Manage end-to-end client acquisition process - including lead generation, qualification, product demonstration, and conversion Collaborate cross-functionally with Partnerships, Product, Operations, and the Executive Leadership team to acquire and attract new clients Learn from every interaction, bringing market insights to Arch Engineering and Operations to improve the core product continually. Reach out to us if you: Have 3-6 years of experience in Sales within a SaaS technology company, preferably in a growth stage startup. Have consistent quota attainment or a track record of success. Seek massive opportunities, jump on them, and take initiative. High energy, love talking to people, and want to work on complex customer problems. Are obsessed with personal growth and feedback – you improve every day and will be given the tools to do so. Will put in the work to understand each client’s needs and help them make the most informed decision of what’s in their best interest. When clients are properly informed, they choose Arch. Take a long-term perspective and uphold Arch's brand and relationships with potential partners above all else. There are two degrees of separation between most potential clients. Want to hustle alongside an ambitious team to have an impact. You’re energized by deep understanding of your customer’s problems, helping them, and will not stop until you solve them. Excited by working late and where you get to solve meaningful problems. Have a consultative and problem-solving mindset (we are not a super salesy organization). Bonus points if you: Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field. Possess deep understanding of Alternative Investments industry trends, products, and services. Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s. A Note about us: Most of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, move quickly, and deliver exceptional service to our clients. For select roles, we are also open to candidates based in Boston. If a role is open to Boston, it will be listed explicitly in the job location. We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands-on, collaborative environment Some perks of working for Arch include: Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. Great office: Our new home at 199 Water Street gives us a beautiful, energizing space to come together as a team, collaborate more easily, and keep building the next chapter of Arch. Lunch is on Us - We’ll keep the team fueled with lunch in the office, whether you’re catching up with teammates, talking through an idea, or just taking a well-earned break. Compensation Range: $260K - $320K

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Role: We are hiring a high-performing Senior Account Executive to drive new business across enterprise and strategic accounts. We’re a product-first company with significant commercial traction and continually reinvest in our product. As an Arch Senior Sales Director, you will play a pivotal role in meeting, understanding, and serving core accounts to accelerate our market presence and revenue growth. At Arch you will: Build relationships with the people inside family offices, institutions, investment advisors, and other financial firms who allocate capital and would greatly benefit from the Arch platform Manage end-to-end client acquisition process - including lead generation, qualification, product demonstration, and conversion Collaborate cross-functionally with Partnerships, Product, Operations, and the Executive Leadership team to acquire and attract new clients Learn from every interaction, bringing market insights to Arch Engineering and Operations to improve the core product continually. Reach out to us if you: Have 5-7 years of experience selling Fintech or other SaaS products, preferably in a growth-stage startup environment. Experience closing complex deals with a consultative sale. Have consistent quota attainment or a track record of success. Seek massive opportunities, jump on them, and take initiative. High energy, love talking to people, and want to work on complex customer problems. Are obsessed with personal growth and feedback – you improve every day and will be given the tools to do so. Will put in the work to understand each client’s needs and help them make the most informed decision of what’s in their best interest. When clients are properly informed, they choose Arch. Take a long-term perspective and uphold Arch's brand and relationships with potential partners above all else. There are two degrees of separation between most potential clients. Want to hustle alongside an ambitious team to have an impact. You’re energized by deep understanding of your customer’s problems, helping them, and will not stop until you solve them. Excited by working late and where you get to solve meaningful problems. Have a consultative and problem-solving mindset (we are not a super salesy organization). Bonus points if you: Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field. Possess deep understanding of Alternative Investments industry trends, products, and services. Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s. A Note about us: Most of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, move quickly, and deliver exceptional service to our clients. For select roles, we are also open to candidates based in Boston. If a role is open to Boston, it will be listed explicitly in the job location. We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands-on, collaborative environment Some perks of working for Arch include: Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. Great office: Our new home at 199 Water Street gives us a beautiful, energizing space to come together as a team, collaborate more easily, and keep building the next chapter of Arch. Lunch is on Us - We’ll keep the team fueled with lunch in the office, whether you’re catching up with teammates, talking through an idea, or just taking a well-earned break. Compensation Range: $300K - $350K

Job DescriptionLocation: Based in any East Coast States Preferred Location: New York City (Hybrid Work Model) About DiligenceVault DiligenceVault is an AI-powered due diligence and decision-intelligence software for investors, allocators, and asset managers. Our platform transforms how complex diligence is executed-using AI, automation, and workflow intelligence to dramatically reduce friction, time, and risk. We’re trusted by leading allocators, asset managers, consultants, and wealth investors, and have built the industry’s largest network of over 100,000 platform users in over 150 countries. The Role The investment industry is hitting a breaking point with data volume, and the "old way" of executing diligence-manual, fragmented, and slow-is becoming a systemic risk. At DiligenceVault, we aren't just selling another tool; we are architecting the AI-driven future of decision intelligence. We are looking for a high-performance Account Executive who recognizes that the most successful sales professionals in this era are those who can bridge the gap between complex institutional workflows and the transformative power of AI. This is a quota-carrying, full-cycle role designed for a "Hunter-Architect"-someone who takes obsessive ownership of their territory. You aren't here to just "run demos"; you are here to lead sophisticated buyers through a fundamental shift in how they operate. Why this role is different: • Inbound is a Head Start, Not a Crutch: We have incredible inbound momentum, but you’ll treat it as a privilege. You will proactively hunt, build your own ecosystem, and treat your territory like a private franchise., • Complexity is the Moat: This isn't transactional SaaS. You will navigate high-stakes environments, multi-threading deals across Investment, Ops, and Compliance teams who demand both technical fluency and executive presence., • Control the Variables: You own the sharpness of your demo, the depth of your discovery, and the rigor of your follow-up. We provide the platform; you provide the discipline and the "close" mentality. What You’ll Do • Execute the Full Cycle: Manage the journey from initial discovery to final signature with high velocity and precision., • Engineer the Discovery: Go beyond surface-level pain points to understand the underlying data and workflow challenges of sophisticated asset managers and allocators., • Deliver Elite Demos: Conduct sharp, tailored, and product-fluent demonstrations that move the needle from "interesting" to "essential.", • Multi-thread Strategically: Navigate the complex buying committees of financial institutions, building consensus across stakeholders., • Own the Technical Narrative: Position AI and automation not as buzzwords, but as strategic moats that solve specific insights, scale, and accuracy problems., • Maintain Operational Rigor: Execute with high CRM hygiene and forecasting accuracy-treating sales as a science, not just an art. What We’re Looking For • 4-8 years of B2B SaaS experience: Ideally selling into financial services, asset management, or complex regulated industries., • The "Hunter" DNA: A proven track record of self-sourcing a significant portion of your pipeline while managing a healthy inbound flow., • High Technical IQ: The ability to explain how AI impacts a client’s specific workflow with confidence., • Complex Deal Management: Experience navigating 4-6 month sales cycles and $40k–$150K ARR deals., • High Accountability: You are someone who views your quota as the floor, not the ceiling, and owns results without excuses., • Low Ego / High Ambition: You are coachable, collaborative, and more interested in the team winning than personal credit., • NYC Presence: Based in (or willing to relocate to) New York for our hybrid collaboration model. Why Join • The Product: Sell a category-defining AI platform that is already the industry standard for 20,000+ firms., • The Upside: True uncapped commission structure with equity participation in a disciplined, high-growth firm., • The Access: Direct exposure to executive leadership and the ability to influence the product roadmap based on market feedback., • The Culture: Work with a smart, low-ego team that values results over "busy-work." Benefits • Salary Ranges : $90,000 to $150,000, • Performance based - incentives/ commission & ESOPs, • Medical, Dental, and Vision coverage via JustWorks / One Medical, • 401(k) plan, • Generous PTO plus sick leave and paid holidays, • Purpose & impact: Employee donation matching and massive-driven culture, • Rewards and recognition Program Powered by JazzHR C5OymWq89E

Job Description Location: United States — Fully Remote Employment Type: Full-Time Experience: 2+ Years Salary: $100,000 - $125,000 + uncapped commission + competitive equity Visa Sponsorship: None available About the Company: Our client is a decision-intelligence software company for wealth management. The platform unifies risk, compliance, and investment strategy in one place so financial advisors can run smarter practices without the manual work. The company has real product-market fit, roughly $3M in ARR, and a clear path to $10M, in a $100B+ addressable market of independent RIAs and wealth management firms across the U.S. The team runs on EOS and sells directly to compliance officers, principals, and operations leaders at RIAs and broker-dealers. The sales org has direct access to the Head of Sales and CEO. It's a small, low-bureaucracy team where high performers shape the playbook they build. About the Role: As an SME & Enterprise Account Executive, you'll own the company's largest and most complex deals with RIA and wealth-management firms with 50+ advisors, spanning mid-market through enterprise. This is executive relationship selling: multi-stakeholder buying committees, multi-year phased deals, and the deal architecture that wins over the biggest firms in an underserved $100B+ market. The Founder and a subject-matter expert support the largest opportunities. You'll build trusted relationships with principals, CCOs, COOs, and operations leaders, self-source pipeline through industry relationships and referrals, and keep a forecast-accurate pipeline in HubSpot. You'll partner with the Solutions Consultant on demos and technical proof points, hand off cleanly to Customer Success at close, and report to the Head of Sales alongside one other Account Executive on the SMB segment. What You'll Own • Full-cycle ownership of SME and enterprise opportunities, from qualified opportunity through signed contract, for firms with 50+ advisors, • Executive relationships with principals, CCOs, COOs, and operations leaders across complex buying committees, • Multi-year, phased, and enterprise-wide deal structures with strategic, justified pricing, • A forecast-accurate pipeline in HubSpot with a reliable commit-to-close conversion, • A clean handoff to Customer Success on every closed deal Must-Have Requirements • 2+ years in wealth management, financial services, or fintech sales — fluent in RIA, custodian, compliance, and fiduciary language, • 1+ year closing complex, multi-stakeholder deals with large-firm wealth management or fintech buyers, • Documented quota attainment of 90%+ for at least one full year, • Self-sourcing ability — generating pipeline through industry relationships, referrals, and events, not just inbound, • Prior experience at a small or growth-stage company (under 100 employees), comfortable without a polished playbook, • U.S. timezone availability Nice-to-Have • Existing relationships with CCOs, CIOs, or advisory leadership at enterprise firms, • Experience with HubSpot and modern sales tools (Outreach, Gong, LinkedIn Sales Navigator), • MEDDPICC, Challenger, or similar enterprise sales methodology training, • Track record of generating client referrals in the wealth management community Benefits & Perks • Uncapped commission — larger ACVs mean larger commission checks, • Unlimited PTO, • Health benefits for employees, • Fully remote, U.S.-based team, • Competitive equity

SENIOR MANAGER, INVESTMENT MANAGEMENT GOVERNANCE OFFICE, RNDIP / REG R WHAT IS THE OPPORTUNITY?Working within the Investment Management Governance Office and with Senior Management of the Wealth Management division, this role will be responsible for City National Bank's Retail Non-Deposit Investment Program (RNDIP) and Reg R compliance to include coordination with City National Bank's Network Affiliates and colleagues across the division to implement policies, develop procedures and controls related to the governance requirements outlined in the OCC RNDIP Handbook (June 2024) and produce quarterly metrics and reports to the Wealth Management & Fiduciary Committee and the Private Banking and Wealth Management Business and Risk Committee. This role also works closely with 2LOD Compliance and 3LOD Internal Audit on issues impacting the Wealth Management division. WHAT WILL YOU DO? • At the direction of the Head of Investment Management Governance act as an intermediary/point person for City National Bank's (“CNB’s) Investment Management Governance Office, which includes managing the Retail Non-Deposit Investment Products (the “RNDIP”) program and Reg R compliance., • Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure applicable issues are identified, analyzed and managed appropriately. Understand interdependencies across LOBs and support groups to achieve success in supporting remediation of regulatory, internal audit, and self-identified issues., • Analyze, evaluate and periodically review current risk management practices relating to RNDIP and Reg R activities across the organization and the activities of the network affiliates. Collaborate closely with colleagues across Risk, Compliance and Internal Audit to strengthen the control environment and enhance risk management practices., • Monitor activities of the network affiliates for adherence to CNB’s networking agreements and RNDIP policies, Program Management Statement and procedures., • Drive annual review of CNB Compensation Plans RNDIP inter-company agreements, RNDIP Products, RNDIP Program Management Statement, RNDIP Program and Referral Procedures, and other related procedures owned by the IMGO., • Review marketing materials and new or modified products for applicability to RNDIP and Reg R., • Design and implement reporting associated with RNDIP to appropriate governance committees., • Develop and implement training for RNDIP programs across LOBs., • Lead execution of activities described in the RNDIP Program Procedure, including completion of annual RNDIP risk assessment summary., • Prioritize organizational risk management objectives., • Facilitate audit and examination activities., • Cultivate and grow talent within the organization through coaching, mentoring, and training. WHAT DO YOU NEED TO SUCCEED?Required Qualifications* • Bachelor's Degree or equivalent, • 7+ years experience managing a RNDIP Program for an OCC regulated Bank, • 10+ years within or related to financial services, • Interaction with regulators from a prior role Additional Qualifications, • Juris Doctor (JD) degree preferred, • Demonstrated knowledge of Reg R from prior role, • 10 years in a role requiring complex problem solving, • Investment Management experience preferred, • Strong interpersonal and influencing skills; ability to communicate effectively in interactions with Regulators. Communication with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources, • Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results., • Strong emerging end-to-end generalist problem solving skills, e.g.,, • Prioritizing issues and analysis, • Structuring and building quantitative and qualitative/conceptual analyses, • Knowledge in Financial Services, Project Management, • Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities., • An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), work well in cross-functional teams, • Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional, • Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel, • Proficiency with MS Excel and PowerPoint WHAT'S IN IT FOR YOU?CompensationStarting base salary:$275,000 - $325,000 per year in New York, NY$225,000 - $275,000 per year in Los Angeles, CA$200,000 - $250,000 per year in Newark, Delaware or Charlotte, NCExact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date, • Generous 401(k) company matching contribution, • Career Development through Tuition Reimbursement and other internal upskilling and training resources, • Valued Time Away benefits including vacation, sick and volunteer time, • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs, • Career Mobility support from a dedicated recruitment team, • Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT USSince day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENTCity National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-JR1 #CR-JR #LI-DN1 #CA-DN1

Job DescriptionJOB SUMMARY The Physical and Transfer group is responsible for the processing, handling, and oversight of all Physical certificates and Safekeeping transactions, including deposits and withdrawals. This includes, but is not limited to, Restricted Securities, Reorg, International physical settlement, ACAT Physical Settlement, and DRS / DWAC Transactions. The group operates in support of Wealth Management and Private Wealth Management organizations and coordinates with various operations groups such as Domestic Settlements, Buy-ins, International Settlements, Corporate Actions, Balance and Control, ACAT Transfers, Tax Operations, and Gain & Loss and Purchase and Sales. This role requires hybrid work, with 3 days per week in the office. Key Responsibilities • Provide customer service support via telephones, emails, and cases. • Administer control and oversight of Physical Deposits and Withdrawals processed by branches. • Research Physical deposit certificates for negotiability by corresponding with Transfer Agents and Custodians. • Review all physical certificate deposit exceptions and collaborate with branches to obtain supporting documentation (e.g., Stock Power). • Action any trade or transfer fails relating to Physical or Safekeeping securities. • Process all Physical related transactions including Reorg, voluntary, mandatory, mergers, and exchanges. • Action all International settlements, deposits, and withdrawals of Physical Certificates. • Coordinate with Executive Financial Services on the removal of restricted securities. • Assist Branches with DRS / DWAC inquiries and processing exceptions. Required Qualifications • College Degree or 5+ years of Industry Knowledge. • Financial industry and Physical Certificate product knowledge. • Knowledge on working with a third-party Custodian and Transfer Agents. • Knowledge of applicable compliance rules and regulations (15c3-3, 17a-13). • Proficiency in Physical Certificate negotiability and required documents. • Ability to interact and communicate effectively with colleagues and clients. • Excellent written and verbal communication skills. Preferred Qualifications • None specified. Certifications • None specified. Education: Bachelors DegreeCompany DescriptionCompunnel Inc., established in 1994; is a leading provider of Staffing, IT/Software, e-Learning/Training, Business Intelligence, and Cloud Solutions. A leader in contingent and permanent workforce solutions, we also provide temp-to-hire staffing, project-based/SOW staffing, and payroll services to our esteemed clientele which includes Fortune 500 companies of diverse industry segments. Ranked as one of the largest staffing firms in the US which is our primary service market; we also have a significant presence in Europe and Asia. As a national service provider in the US, we are serving our customers all major states and regions; thereby generating numerous job opportunities for prospective employees in their preferred locations of choice. We have witnessed multi-fold YOY growth, and continuously adding a large pool of talented resources to our employee base every year. Our extensive experience in hiring professionals of multiple in-demand skill sets (IT, Engineering, Healthcare, Admin-Clerical, Finance, Professional, Light Industrial, etc.) further makes Compunnel a wider and preferred platform for people to pursue their careers in the US. We welcome people from all walks of life and cultures, and we support workforce diversity by providing equal employment opportunities to people without any discrimination based on race, color, gender, religion, national/ethnic region, disability, or any other basis.Compunnel Inc., established in 1994; is a leading provider of Staffing, IT/Software, e-Learning/Training, Business Intelligence, and Cloud Solutions. A leader in contingent and permanent workforce solutions, we also provide temp-to-hire staffing, project-based/SOW staffing, and payroll services to our esteemed clientele which includes Fortune 500 companies of diverse industry segments. Ranked as one of the largest staffing firms in the US which is our primary service market; we also have a significant presence in Europe and Asia. As a national service provider in the US, we are serving our customers all major states and regions; thereby generating numerous job opportunities for prospective employees in their preferred locations of choice.\r\n\r\nWe have witnessed multi-fold YOY growth, and continuously adding a large pool of talented resources to our employee base every year. Our extensive experience in hiring professionals of multiple in-demand skill sets (IT, Engineering, Healthcare, Admin-Clerical, Finance, Professional, Light Industrial, etc.) further makes Compunnel a wider and preferred platform for people to pursue their careers in the US. We welcome people from all walks of life and cultures, and we support workforce diversity by providing equal employment opportunities to people without any discrimination based on race, color, gender, religion, national/ethnic region, disability, or any other basis.

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

Job DescriptionWe are a full-service community bank with branch locations in New York and New Jersey. Each day, Northfield Bank upholds our mission to be the financial institution of choice for individuals and businesses by delivering innovative products and exceptional customer service. Founded in 1887, the Bank has always been proud of being “locally grown,” and credits our strength to our dedication to our customers and the communities that we serve. Title: Branch Supervisor Location: Brooklyn, NY Branch: Flatbush Job Status: Full Time Job Summary: Partner with the Branch Manager and Assistant Branch Manager to ensure efficient operations of the branch. Act as first level supervisor, assisting all Tellers with job-related questions and coordination of all sales-related actions. Ensure teller staff is operating in compliance with Bank policies and procedures. Coach and mentor Teller staff in building relationships through referrals and cross-selling Bank products and services. Responsibilities Include: • As first level supervisor, assist all staff with any job-related questions, ensuring staff is operating in compliance with Bank policies and procedures. Partner with Assistant Manager and Branch Manager, and assume authority in their absence, to ensure daily branch operations are being conducted in a responsible and sound manner, in accordance with all applicable laws, regulations and guidelines, • Monitor and approve customer transactions, manage the teller area, schedule and staff employees appropriately, complete daily proofing of all branch-related areas, review daily reports of customers activity and complete any paperwork as required for Compliance and Bank Secrecy Act (BSA) purposes, • Ensure dual control procedures are enforced at all times, including proper oversite of branch cash, vault and teller cash management, and internal and external shipment of cash, • Monitor procedures involving non-deposit products, such as wealth management and retirement planning investments, to ensure compliance within these areas, • Complete periodic internal branch audits, • Ensure all branch security procedures are being followed appropriately and effectively, including daily branch opening and closing procedures, • Ensure compliance with all relevant Bank policies and procedures, • Maintain a working knowledge of all products and services to assist in answering questions from staff and customers, • Train and develop staff toward procedural compliance, goal achievement and exceptional customer service, • Coach and mentor staff in building relationships through referrals and cross-selling Bank products and services. Clearly communicate expectations of job performance and hold staff accountable for performing against expectations and goals, • Actively participate in performance management process for staff, completing performance evaluations and proactively addressing performance issues, • In partnership with Human Resources, manage the hiring, training and retention of staff, • Cross train in all positions within branch and perform any operations duties, as needed, during peak periods or to maintain coverage, • Lead by example by modeling appropriate sales techniques to staff., • Consistently cross-sell and refer bank products and services to contribute to branch sales goals, including deposit growth, loan growth, fee income growth and investment growth., • Execute on sales opportunities by making product suggestions based on customer needs and referring to the appropriate branch or external representative (deposits, loans, investments, debit cards, and merchant Services OTM), • Assist in customer outreach by managing, assigning and conducting outbound phone calls, to educate and inform customers about additional products and services available to them., • Proactively strive to retain and grow the current customer base by providing efficient daily operations of the branch and exceptional customer service, • Maintain clear and open communication between branch management and staff, actively listen to staff when questions are raised, and cascade important information both up to management and down to staff members in a timely manner, • Promote Northfield Bank in the communities we serve, through involvement in community-based organizations and participating in community events and company-sponsored events, • Demonstrate professionalism at all times by maintaining a positive and respectful demeanor even during challenging situations, • Professional work attire must be worn at all times, following our HR manual guidelines, • Maintain a satisfactory level of attendance, which includes keeping unscheduled absences to a minimum, arriving to work on time on scheduled workdays, and remaining on duty during the entire scheduled work period. OTHER: -May require occasional travel for business meetings or training. • Assignment to a specific branch is always based on business need. Northfield Bank may transfer an employee to another branch at any time. Job Requirements: • High School Diploma or equivalent required, • Two-year college degree or 2+ years banking experience, including supervisory experience, • Proficient with all Teller-related functions, including cross-selling bank products (1+ years’ experience required. 2+ years’ experience preferred.), • Good interpersonal and problem solving skills (1+ years’ experience required. 2+ years’ experience preferred.), • Good computer skills (1+ years’ experience required. 2+ years’ experience preferred.), • Ability to multi-task effectively (1+ years’ experience required. 2+ years’ experience preferred.), • Supervision of staff (1+ years’ experience required. 2+ years’ experience preferred.), • Operating an Adding Machine required, • Must be able to stand for prolonged periods of time, • Ability to lift and transfer coin bag (approximately 30 lbs.) Northfield Bank is an Equal Employment Opportunity Employer Minorities/Females/Protected Veterans/Individual with Disabilities/Sexual Orientation/Gender Identity Pay Range: $24.00-$31.00 per hour Non-exempt

Job Description DNSFilter's mission is to protect our customers and partners with products they love to use! We are revolutionizing network security by providing fast, accurate, and reliable threat protection and content filtering. We're a rapidly growing company dedicated to creating a safer internet for businesses and organizations worldwide. Leveraging AI-driven threat intelligence, DNSFilter empowers our customers to proactively block threats before they impact their networks. We foster a collaborative, innovative, and results-oriented culture where every team member contributes to our mission of making the internet safer. As we continue our product-fueled growth by adding new features and broadening our solution to meet the needs of the global market, it's clear there's a missing piece. That's where you come in! We are looking for Strategic Channel Account Managers who will be responsible for developing and growing deep, revenue-generating relationships with our most important strategic partners, such as SHI and Guidepoint. Rather than focusing on recruiting new resellers, this role is about investing in a select set of high-impact partners — driving joint go-to-market execution, enabling their sales teams, building executive alignment, and expanding DNSFilter's footprint through their customer base. Since the DNSFilter Reseller Program went live in January 2024, we have established a foundation of partners, and the next phase requires a dedicated, persistent focus on maturing these strategic relationships and documenting measurable progress against joint business plans. We are seeking candidates who enjoy a remote work environment and look forward to a fast-paced, hyper-growth SaaS organization. This is a full-time remote role and is open to candidates in the United States and Canada, with a preference for candidates located in the New Jersey area. We recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job. If you feel like this job is for you, please apply. We believe diversity of experience and skills, including transferable skills, combined with passion, is a key to innovation and excellence; therefore, we encourage people from all backgrounds to apply to our positions! In this role, you will: • Demonstrate a deep understanding of the channel sales process to build out a new pipeline via channel-sourced opportunities, creating incentive programs, and collaboratively communicating with DNSFilter's sales team, • Thrive in an independent work environment; however, for this individual to succeed, they must be capable of working within a dynamic and highly distributed team environment that is entirely remote, • Deliver consistent sales training and coordinate technical training across Resellers and Distributors of DNSFilter, • Participate in channel marketing planning, budget management, and knowledge of partners' marketing and enablement programs, • Leverage prior experience creating campaigns, promotions, and field events to drive channel-sourced pipeline, • Attend channel partner locations and support partner and industry conferences in the United States and Canada, • Work with the Sales organization to do account mapping with key channel partners To qualify for this role, you have: • Must be able to travel 50% of the time or more within the United States and Canada for industry conferences/events/channel partner locations, with an updated passport and no travel restrictions., • Must be eligible to work without sponsorship now and in the future., • 8+ years of Channel Account Manager experience pertaining to Reseller and Distributor accounts. Specific experience with SHI, Guidepoint, and Climb would be preferred., • Previous successful experience working in a remote environment., • SaaS experience, an understanding of IT-related / Network infrastructure business, and experience developing and proposing appropriate solutions., • IT infrastructure experience, • Successful track record in meeting and exceeding monthly, quarterly, and annual quotas, and increasing opportunity generation (deal registrations) with channel partners working alongside a direct sales team., • Strong appetite to make outbound phone calls and travel to create rapport with channel partners and build mindshare for the partner program., • Prior working relationships and demonstrated ability to launch new vendors with channel partners. Bonus points for: • Working knowledge of the cybersecurity market is highly desirable., • Existing relationships at both SHI and Guidepoint. We Offer: • Pathway to promotion to additional organizational positions and responsibilities based upon results and performance, not just time in the chair. You help us grow, and we will help you grow., • Passionate and intelligent colleagues who work hard and have a good time doing it, • Paid company-wide week off at the end of each year, • Flexible Vacation Policy, • Awesome company swag, • Full medical, dental, and vision benefits for US, UK, and Canada-based employees, • Full short-term disability and life benefits; available long-term disability, • Retirement savings account options with vested company matching for qualifying employees, • In-person annual gatherings. Last time we all spent a week on a beach in the Dominican Republic! DNSFilter is a pay-for-performance organization, which means there is an opportunity to advance your compensation based on performance over time. The hiring base pay is dependent on several factors, including level, function, training, transferable skills, work experience, business needs, and geographic location. As a hybrid company, our compensation reflects the cost of labor across several U.S. and global geographic markets. We pay differently based on those defined markets. Our Talent Team can share more about the specific salary range for the job location during the hiring process. DNSFilter participates in the E-Verify program. At DNSFilter, we utilize sophisticated software and tools to identify and eliminate Deepfake candidates. This approach helps us maintain the integrity of our hiring process, ensuring that we select the most qualified and genuine individuals to join our team. The OTE for this role is $170-180k U.S. hiring salary range$90,000—$100,000 USD

Job DescriptionNorthfield Bank is a full service bank with 37 branch locations throughout New Jersey; and Staten Island and Brooklyn, New York. With a history dating back to 1887, our growth continues through expansion of our presence in local communities and in our Product and Service offerings. Over 300 employees with diverse backgrounds and cultures have come together to make Northfield Bank what it is today. The Bank believes in providing all employees with the opportunity to reach their career potential and encourages advancement within the organization. For more information, please visit www.eNorthfield.com Job Title: Branch Manager Location: Staten Island, NY Branch: TBD Job Summary: Responsible for the administration and efficient daily operation of a full service branch office including operations, product sales, customer service, and security and safety in accordance with the Bank's objectives. Provide a superior level of customer relations and promote the sales and service culture through coaching, guidance and staff motivation. Develop new deposit business. Achieve individual and branch sales goals through new business sales, referrals and retention of account relationships. Participate in community affairs to increase the Bank's visibility and to enhance new and existing business opportunities. Responsibilities include: • Responsible for developing new business relationships while also retaining and expanding current business relationships to increase deposit growth and contribute to overall achievement of branch goals:, • Identify current customers with additional profit potential and develop action plans to expand those relationships, • Conduct regular sales calls to develop customer relationships and follow up on leads, • Make sales presentations to prospective businesses as requested. May work in conjunction with Business Development Officer., • Attain established individual, branch and Bank goals through active participation in sales management and business calling program, • Responsible for directing and administering the daily operations of the branch:, • Assist and effectively handle all operational issues or branch-related matters. Approve transactions, as required., • Maintain a working knowledge of all products and services to assist in answering questions from staff and customers, • Manage staff work schedules, including breaks, paid time off, and hours worked by part-timers to ensure adequate coverage of the Business Window. Approve timecards for branch employees., • Cross train in all positions within branch and perform any operations duties, as needed, during peak periods or to maintain coverage, • Work closely with Assistant Branch Manager and delegate daily operations duties when out developing business for the branch, • Continually seek ways to improve branch operations and productivity to meet established goals, • Partner with Assistant Branch Manager to ensure daily branch operations are being conducted in accordance with all applicable laws, regulations and guidelines:, • Monitor customer transactions, complete daily proofing of all branch-related areas, review daily reports of customers activity and complete any paperwork as required for Compliance and Bank Secrecy Act (BSA) purposes, • Ensure dual control procedures are enforced at all times, • Monitor procedures involving non-deposit products, such as wealth management and retirement planning investments, to ensure compliance within these areas, • Complete periodic internal branch audits, • Ensure all branch security procedures are being followed appropriately and effectively, • Ensure compliance with all relevant Bank policies and procedures, • Partner with Assistant Branch Manager to coach and mentor staff:, • Train and develop staff toward procedural compliance, goal achievement and exceptional customer service, • Clearly communicate expectations of job performance and hold staff accountable for performing against expectations and goals, • Actively participate in performance management process for staff, including providing ongoing coaching and feedback, completing performance evaluations and proactively addressing performance issues, • In partnership with Human Resources, manage the hiring, training and retention of staff., • Maintain clear and open communication between branch management and staff:, • Actively listen to staff when they raise questions or concerns, • Attend management meetings to obtain information on new products and services, new/current policies and procedures, lessons learned from other branches and other information sharing practices, • In collaboration with Assistant Branch Manager, cascade important information to staff members in a timely manner (e.g., during team meetings), • Regular involvement in community-based organizations to support local businesses, increase Northfield's presence in the area and to network and potentially expand potential customer base, • Represent Northfield at community-based luncheons, dinners and special events, as necessary, • Volunteer with community-based organizations as a representative of the Bank, • Will require routine travel throughout defined market for business calls, business meetings and training., • Must maintain a valid driver’s license, if applicable., • Use of personal vehicle may be necessary to conduct business., • Management may authorize transfers to other branches based on business need.Requirements:, • Two-year college degree or 5+ years banking experience, including supervisory experience required, • Banking experience required (5+ years), • Excellent communication skills required (5+ years), • Solid computer skills required (5+ years), • Strong sales skills with ability to effectively develop business required (3+ years), • Supervisory skills required (3+ years), • Ability to lift and transfer coin bag (approximately 30 lbs.) Northfield Bank is an Equal Employment Opportunity Employer Minorities/Females/Protected Veterans/Individual with Disabilities/Sexual Orientation/Gender Identity Salary Pay Range: $70,000 -120,000.00 per year. (This range is for informational purposes only. Offer of employment will be made based on level of experience and skill qualifications within this range)

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job Description COMPANY: Canoe Intelligence WEBSITE: https://canoeintelligence.com/ TITLE: Relationship Manager, Strategic LOCATION: New York City (hybrid) SALARY: $115,000 - $140,000 base salary + bonus The Role: As a Relationship Manager, you’ll be joining an experienced team of Relationship Managers to lead long-term, strategic relationships with our clients. The Relationship Manager’s role is to develop strategic relationships with key decision makers / C-Suite, ensure the successful adoption and overall health of clients, deliver value and ROI to clients, identify opportunities for growth, and own the client renewal process. This position will have direct access to the world’s leading allocators of alternative investments and play an active role in designing the team and company’s scale strategy. What You’ll Do: Build and maintain strong, long-lasting client relationships within our Institutional and Wealth Management segments Collaborate with cross-functional teams including Client Success, Implementation, Support, Sales, and Leadership to drive retention and revenue growth Lead the adoption of best practices for client retention, including business reports Drive net dollar retention (post-sales expansion and renewals) for Canoe’s clients What We’re Looking For: Previous experience owning a book of business where you were responsible for. driving adoption, retention, growth, value realization, expansion, upselling, etc Demonstrated ability to communicate, present, and influence key stakeholders Experience providing ROI presentations or business reviews to senior stakeholders Excellent listening, negotiation, and presentation skills Previous B2B SaaS experience is highly preferred Previous experience in financial services, FinTech, or alternative investments highly preferred What You’ll Get: Medical, dental, vision benefits Flexible PTO 401(k) Flexible work from home policy Home office stipend Employee Assistance Program Gym/Wifi reimbursement Education assistance Parental Leave Our Values: Client First —> Listen, and deliver client-centric solutions Be An Owner —> Take initiative, improve situations, drive positive outcomes Excellence —> Always set the highest standard for yourself and others Win Together —> 1 + 1 = 3 Who We Are: Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

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

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job Description Travel Required: 30-mile radius from Westbury to Manhattan We are seeking an HVAC Sheetmetal Drafter to become part of our team! Our projects intersect many sectors from Leading Technology Firms/Hotels/Educational Campuses/Bio Labs/Multi-Family Housing/Commercial Industries/Finance Industry/Tenant Fit out and more...Employees gain a wealth of experience through drafting different projects and regularly interact with Design Professionals to gain project approval. Qualifications: • Proficiency in CAD, Navisworks, and other drafting tools, • Strong understanding of mechanical engineering principles and design standards, • Detail-oriented individual with strong analytical and problem-solving abilities, • Self-motivated and driven self-starter with high integrity, • Excellent communication, interpersonal, and commitment to getting the job completed with accuracy, • 6–10 years of relevant experience required Responsibilities: • Work with senior draftsmen, estimating team and project management team to understand the scope of work and installation intent to accurately design and produce shop drawings and as-built drawings, • Field Surveying Job Site to confirm dimensions, • Ensure compliance with benchmarks, ceiling heights and tolerances, • Flag conflicts on shop drawings that require architect/engineer review, • Ability to layout equipment and orientation of mechanical equipment as required, • Conduct thorough reviews of mechanical plans and drawings for accuracy, compliance, and feasibility, • Produce accurate shop drawings based on industry standard and norms, • Review and modify designs if mechanical plans presented are not achievable Company DescriptionFounded in 1992, ALL-CITY METAL, INC., is a leader in both sheet metal HVAC fabrication and installation, as well as the fabrication, manufacturing and installation of Trash Compactors, Trash Chutes, Linen Chutes and chute doors. We are a full service company that designs and manufactures our products onsite in the USA. We offer a variety of products including the above and related specialty items, accessories, hardware and components.Founded in 1992, ALL-CITY METAL, INC., is a leader in both sheet metal HVAC fabrication and installation, as well as the fabrication, manufacturing and installation of Trash Compactors, Trash Chutes, Linen Chutes and chute doors. We are a full service company that designs and manufactures our products onsite in the USA. We offer a variety of products including the above and related specialty items, accessories, hardware and components.

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

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Role Arch is seeking a founding Head of Finance to lead and scale our finance function during a period of rapid growth. Reporting directly to the CEO, you will own the company's financial strategy, planning, reporting, and operational rigor, while serving as a key thought partner to the leadership team. This is a highly impactful role that sits at the intersection of strategy, operations, and execution. You will build the financial infrastructure that enables Arch to scale efficiently, provide visibility into company performance, support fundraising and board reporting, and help drive critical business decisions across every department. The ideal candidate is equally comfortable building sophisticated financial models, partnering with functional leaders on strategic initiatives, and rolling up their sleeves to improve processes and systems. You thrive in fast-paced environments, enjoy solving complex business problems, and have a strong desire to help build an enduring company. Your responsibilities will include: Own accounting and financial operations: Oversee accounting, billing, tax, accounts payable, accounts receivable, monthly close processes, and financial controls. Ensure accurate financial reporting, strong compliance practices, and operational excellence across the company's financial infrastructure. Tell the financial story: Prepare board materials, investor updates, fundraising analyses, and executive reporting. Translate complex financial information into clear narratives that support decision-making among internal and external stakeholders. Own cash and capital planning: Monitor cash flow, runway, and capital needs. Build forecasting frameworks that ensure the company can make informed investment decisions while maintaining financial discipline. Guide strategic decision-making: Serve as a trusted advisor to the CEO and leadership team. Evaluate growth initiatives, pricing strategies, resource allocation decisions, and other high-impact opportunities through a financial lens. Own company planning: Lead the annual budgeting process, long-range planning, and recurring forecasting cycles. Partner with department leaders to align investments, headcount, and operating plans with company goals. Drive FP&A: Build and maintain the financial models that power decision-making across the business. Develop reporting, dashboards, and KPI frameworks that provide visibility into company performance and key operating drivers. Improve business performance: Analyze trends across revenue, customer acquisition, retention, pricing, and operating expenses. Identify opportunities to improve efficiency, strengthen unit economics, and accelerate growth. Build scalable financial operations: Design and implement the processes, systems, and controls needed to support a rapidly growing company. Partner with legal and external advisors to ensure strong financial governance and operational rigor. Build the function: Recruit, develop, and lead a high-performing finance organization. Establish best practices, create repeatable processes, and scale the team alongside the growth of the business. Reach out to us if you have: 6+ years of experience in finance, FP&A, investment banking, private equity, venture capital, strategic finance, or related fields Experience leading finance functions within high-growth technology or SaaS companies Exceptional financial modeling, forecasting, and analytical skills Strong understanding of SaaS business models, recurring revenue metrics, and company operating drivers Experience partnering directly with executive leadership teams and presenting to boards or investors A track record of building scalable financial processes, systems, and reporting frameworks Excellent communication skills with the ability to translate financial insights into business recommendations Strong business judgment and a pragmatic, solutions-oriented mindset The ability to operate strategically while remaining highly hands-on A desire to work in person with a high-performing team in New York City Bonus points if you have: Experience in fintech, wealth management, alternative investments, or financial services Experience supporting venture-backed companies through multiple stages of growth Prior fundraising, investor relations, or corporate development experience Experience implementing and scaling financial systems and business intelligence tools CPA, CFA, MBA, or other advanced financial credentials Experience building and managing finance teams from the ground up Familiarity with the operational and financial dynamics of enterprise SaaS businesses serving financial institutions A Note about us: Most of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, move quickly, and deliver exceptional service to our clients. For select roles, we are also open to candidates based in Boston. If a role is open to Boston, it will be listed explicitly in the job location. We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands-on, collaborative environment Some perks of working for Arch include: Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. Great office: Our new home at 199 Water Street gives us a beautiful, energizing space to come together as a team, collaborate more easily, and keep building the next chapter of Arch. Lunch is on Us - We’ll keep the team fueled with lunch in the office, whether you’re catching up with teammates, talking through an idea, or just taking a well-earned break. Compensation Range: $250K - $300K

Job DescriptionLeadership position solving complex, data driven scenarios with elegant, client focused solutions for an innovative wealth-tech firm. Responsibilities: • Deliver to users beautifully designed products which help them deepen their brand and expand the capabilities available to serve their clients, • Provide frictionless, adaptable design solutions which are scalable and customizable to fit the needs of multiple product channels, • Drive consistency and unity throughout the platform to maximize production and quality, • Create the vision, roadmap and development of digital channel based on consumer insights—tapping into both internal development resources and external solutions, methodologies, and technologies, • Lead a team and marshal resources to create better, faster, easier, and more efficient user experiences by harnessing technology and creativity Requirements: • Strong understanding of developing technologies, trends and market intelligence and a history of utilizing that information to inform and drive large-scale improvement, • Familiarity with various critical banking tools and technologies and the ability to collect, interpret and utilize data and analytics to craft the strategy for the platform, • Experience building consensus and delivering results within an agile framework across engineering, design, U/X, and user research teams, • Subject matter expertise with Fintech, Investment, or Wealth-tech products, preferably advisor or investor platforms, • Deep knowledge human-centered design including journey mapping and market segmentation within the financial industry, • Thoughtful leader with ability to motivate and develop junior product designers, business analysts and cross functional team members to meet and exceed client expectations, • Strong technical writing skills to facilitate the creation of product design documentation, • Proficiency in digital design, marketing, communications, computer science, finance, and/or engineering gained by academic and/or equivalent work experience For immediate consideration, please forward resume and contact details to: info@ashtonlanegroup.com Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit www.AshtonLaneGroup.com Ashton Lane Group® “A trusted advisor throughout your career”

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. Client Experience Strategist We are looking for a Senior Associate, Client Experience to nurture and expand our client relationships. In this role, you will be responsible for post-onboarding account management, ensuring clients receive the highest level of service and support. You'll be an early employee who can help shape and grow our company and approach to Client Success as we expand and scale our reach to new users. Key Responsibilities: Your responsibilities will include: Post-Onboarding Client Management Conduct regular check-in meetings with clients to assess their needs and satisfaction. Maintain comprehensive client records and notes in our CRM system. Monitor client accounts for data quality issues and promptly address any discrepancies. Provide training to end user groups to ensure deep product understanding and adoption. Track and analyze factors influencing client churn and work to mitigate risks. Manage client renewal processes, ensuring timely discussions and contract updates. Account Growth and Expansion Identify opportunities for contract expansion across new feature sets and/or broader firm adoption. Proactively identify and escalate client feature requests to the relevant teams. Client Communication Keep clients informed about product updates, enhancements, and new features. Foster and maintain strong, long-term relationships with clients. Data Management Process ongoing updates from clients and various institutional data sources Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs Skills, Knowledge and Expertise Reach out to us if you: Have a bachelor's degree in business, finance, or a related field. Have 1+ years of experience managing client relationships. Possess exceptional communication and interpersonal skills. Posses strong problem-solving abilities and attention to detail. Have the ability to work collaboratively in a fast-paced, dynamic environment. Bonus points if you: Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s Know SQL or want to learn Have taken finance or accounting courses A Note about us: Most of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, move quickly, and deliver exceptional service to our clients. For select roles, we are also open to candidates based in Boston. If a role is open to Boston, it will be listed explicitly in the job location. We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands-on, collaborative environment Some perks of working for Arch include: Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. Great office: Our new home at 199 Water Street gives us a beautiful, energizing space to come together as a team, collaborate more easily, and keep building the next chapter of Arch. Lunch is on Us - We’ll keep the team fueled with lunch in the office, whether you’re catching up with teammates, talking through an idea, or just taking a well-earned break. Compensation Range: $85K - $95K

Job Description Tax Director- PCG RESPONSIBILITIES: • Serve as the primary point of contact for clients, addressing their concerns and inquiries while overseeing tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns., • Build and maintain strong relationships with high-net-worth clients and their families., • Understand clients' financial goals, objectives, and family dynamics., • Provide expert advice on trust and estate planning strategies tailored to individual client needs., • Provide guidance, training, and support to team members., • Review complex trust and estate planning documents prepared by attorneys to ensure consistency with family’s goals., • Develop and implement sophisticated trust and estate planning strategies to minimize tax liabilities and achieve clients' objectives., • Collaborate with legal professionals to construct and review trust agreements, wills, and other estate planning documents., • Assist clients in transferring wealth to future generations efficiently and in accordance with their wishes., • Provide guidance on gifting strategies, charitable giving, and philanthropic endeavors., • Stay updated on changes in tax laws and advise clients on tax-efficient strategies., • Work closely with legal professionals, financial advisors, and investment managers to coordinate comprehensive wealth management services for clients., • Collaborate with other departments within the organization to provide integrated solutions to clients' financial needs., • Work with legal counsel to resolve disputes and challenges related to trusts and estates. QUALIFICATIONS: • Bachelor’s degree in law, accounting, finance, or related field., • A Juris Doctor (JD) degree and/or Certified Public Accountant (CPA) certification is a big plus., • 8 + years of experience in high-net-worth tax and trust and estate planning for high-net-worth clients., • Strong knowledge of trust and estate laws, tax laws, and regulations., • Excellent leadership and team management skills., • Exceptional communication and interpersonal skills for building and maintaining client relationships., • Detail-oriented with a high level of accuracy in work., • Ability to analyze complex financial situations and develop customized solutions., • Strong organizational skills and ability to manage multiple client relationships and projects simultaneously. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job DescriptionJoin us in building a better financial system. Wealthfront is continuing to grow and needs managers who are excited to lead talented teams of engineers to improve and expand our products, while maintaining a commitment to high engineering quality standards. Engineering managers at Wealthfront have a solid background as hands-on engineers and have realized that they can have more impact through their organizations as leaders. The largest impact you will have will be through identifying, developing, and coaching “whole engineers” who take ownership of their projects. With guidance from you, the engineers on your team will take full responsibility for their work, which may include working with cross functional stakeholders directly, authoring their own engineering designs, performing and overseeing their implementations, and taking full responsibility for their code running in production. Along the way, you will also help us develop the engineering organization, taking a first principles approach to problems like hiring, performance reviews and project management. About Wealthfront EngineeringWealthfront’s culture centers around continuous learning, innovation, and quality-driven software development. With high quality software as our ultimate engineering objective, our key tactic is automation: • Wealthfront software automates the financial services we provide to our clients, and within these services we automate the collection of data that we learn from on our way to making our services even better. • Wealthfront engineers function as builder/operators, with dual responsibility for building the system and operating it in production. Any toil that this brings about is automated away by engineers. This investment in automation is expected, and the prioritization of it is always built into our planning and execution. • Wealthfront engineers automate our development processes. For example, Wealthfront engineers automate all of our testing. Manual testing is not part of the software development lifecycle at Wealthfront. • Wealthfront engineers automate observability in case of failure. If something is up, our systems inform engineers appropriately. If our systems are quiet, they are healthy.Responsibilities: • Lead a team of 6-10 engineers in execution and operational excellence, • Collaborate with the tech leads and other functions (product management, design, product support, brokerage operations) to understand and respond to changing priorities, • Monitor and improve team productivity, remove roadblocks, identify and implement improvements to our process, and act as scrum master for the team, • Facilitate the exchange of information among all Wealthfront employees in a systematic manner, • Lead or contribute to effective organizational improvement within the engineering organization or Wealthfront, • Combine data-driven process and human empathy to iteratively develop and assess our collective teams and individual team members, • Evaluate technical abilities of individual engineers, in order to match them with projects which demonstrate their strengths and stretch them to grow, • Partner with Recruiting to build well-rounded, effective, and inclusive engineering teamsRequirements:, • B.S. or M.S. in Computer Science or equivalent experience, • 4+ years as a software engineer developing and operating systems within the core business, • 1+ years engineering management experience, • Track record of leading productive engineering teams, • Experience hiring, mentoring, coaching and developing engineers into top performers, • Understanding of successful team dynamics and how your role as a manager fits into this process, • Passionate about collaborative problem solving, • Eagerness to solve challenging problemsEstimated annual salary range: $208,000 - $260,000 plus equity and a discretionary bonus. Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more! About Wealthfront Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money. We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: • A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features., • A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions., • Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing—which we offer at industry-leading low costs and accessible minimums. Our award-winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard earned savings—and we're far from done. If you’re inspired to help us reshape the financial industry as we create our next chapter, let’s talk! For more information please visit www.wealthfront.com.We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Please review our candidate privacy notice. Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn’t provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services–which are not FDIC insured–are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details. By “award-winning products”, please refer to www.wealthfront.com/reviews for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

Job Description We are seeking an ambitious, business-minded individual to join our team as a Financial Planner. This is an opportunity to build your own book of business while helping individuals, families, and business owners achieve their financial goals through comprehensive planning. You'll receive hands-on mentorship, industry-leading training, and a proven business development process designed to help you establish a successful practice from the ground up. As a Financial Planner, you'll develop expertise in retirement planning, investment management, insurance and risk management, tax-efficient strategies, estate planning, and wealth preservation. Success in this role comes from building lasting client relationships, growing your network, and creating a business that can provide long-term income and career growth. If you're motivated, coachable, competitive, and excited by the opportunity to own your success while making a meaningful impact on clients' lives, we'd love to hear from you. Compensation: $90,000 - $100,000 Responsibilities: • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client., • Expand Client Base: Actively grow your career by networking within your community and introducing potential clients to the wide range of financial services we offer., • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance., • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance., • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry., • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations., • Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions. Qualifications: • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • Up-to-date FINRA Series 7 & 63/66 documents are a bonus, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport., • Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship., • Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions., • Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives., • Education: a bachelor's degree in finance, business, economics, or a related field is preferred., • Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus. About Company Strategies for Wealth is a full-service financial planning firm with offices in Manhattan, Rye Brook, and throughout New England. With 90 years of experience, we help clients build wealth and protect against factors like taxes and inflation. As we expand, we’re seeking a motivated entry-level financial advisor to join our team. We prioritize a collaborative work culture and offer extensive training and mentorship to help new advisors succeed in the financial services industry.

Job Description This role is primarily responsible for conducting manager and investment due diligence. This includes qualitatively and quantitatively assessing the viability of various investment strategies both broadly across high-net-worth clients as well as specifically within individual clients' portfolios. The position also involves analyzing current market trends, macroeconomic factors, and industry developments to inform investment decisions and strategy discussions. Over time, you'll be an active participant in internal discussions regarding various investment and market strategies as well as external discussions with clients and prospective clients. The right candidate values collaboration and exhibits exceptional communication skills and a passion for wealth, investment, and market management. Your Responsibilities: Investment Research • Work collaboratively within the Investment Research team to source, diligence, and implement investment strategies for our clients, • Act as the main point-of-contact within the Investment Research for specific investment strategies, • Execute searches and perform initial due diligence on a variety of investment strategies, • Performs ongoing due diligence on investment manager portfolios, businesses, and operations, • Perform ad-hoc investment research projects as needed, • Collaborate with Client Advisory team to serve clients when appropriate and recommend adjustments based on changes in clients' circumstances Macroeconomic Analysis • Monitor and analyze key macroeconomic indicators and trends (e.g., GDP, inflation, interest rates, employment data) and assess their potential impact on markets, asset classes, and client portfolios, • Prepare regular and ad-hoc reports, summaries, and presentations on global and domestic economic developments, • Contribute insights to investment strategy discussions based on economic outlooks and scenario analysis, • Support the Investment Research and Client Advisory teams in communicating macroeconomic context and implications to clients, helping position our investment philosophy in light of current economic conditions Client and Prospective Client Coverage • Be an active participant in client and prospect meetings, describing and providing confidence in our investment approach as well as educating clients and prospects on complex investment strategies, • Assist in providing our clients with comprehensive analysis and views on the market environment, • Assist in business development activities such as attending networking events and prospective client meetings, while representing BBR in a thoughtful manner, • Serve as internal investment professional to Client Advisory team members in helping position our investment philosophy and wealth management services in innovative and attractive ways for prospective and existing clients Preferred Qualifications: • 1-4 years of demonstrated interest or experience in investment management, • Ability to independently source and analyze investment ideas, and utilize relationships to provide additional insight, • Intellectual curiosity and strong analytical, quantitative, and critical reasoning skills, • Attention to detail, and ability to juggle multiple tasks, respond to changing priorities, and meet deadlines, • Strong knowledge in investment management concepts and theory particularly relating to asset allocation, portfolio construction and strategy selection, • Base-level understanding of business, legal, and accounting issues involved in the evaluation of investments, • Superior written and verbal communication skills and fluency with Excel, Bloomberg, and other essential computer programs/data systems, • Proven track record of excellence in working within a team and preferably managing and mentoring others, • High ethical and professional standards What We Offer: • Competitive base salary and incentive compensation, • Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care., • Personalized development and career growth opportunities., • Volunteer opportunities and matching gift program., • Flexible time off, Work-from-Anywhere weeks, paid parental leave, and sabbatical with company tenure., • Hybrid remote work environment and casual dress. Additional Information: Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $90,000 and $120,000 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 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 Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc. is seeking a Compliance Professional to join our Compliance Department in New York. The position will be part of a team that supports the Oppenheimer Asset Management business, which includes a dually registered broker-dealer and an investment adviser with several affiliated advisers. The ideal candidate must be able to work in a fast-paced environment, work independently, and demonstrate strong relationship management skills. Responsibilities: • Review marketing and advertising materials for proprietary and third-party funds and advisory programs to ensure compliance with the applicable FINRA and SEC marketing rules for the dually registered broker-dealer and investment adviser, • Draft appropriate disclosures for marketing and advertising materials, • Submit required marketing materials to FINRA and coordinate correspondence, • Advise broker-dealer and investment advisers on marketing and advertising issues, • Assist in the preparation and filing of the annual Form ADV brochures, and amendments thereto for several registered investment advisers Qualifications: • 2+ years of working experience with Advisers Act and FINRA regulations, • Understanding of wealth management and investment advisory products, including “wrap fee” separate account programs, private and registered investment funds, as well as the regulatory landscape of investment advisers and broker-dealers., • Ability to interpret legal and business terms and grasp concepts quickly, • Strong attention to detail, critical-thinking, and analytical skills, • Must be an ambitious, dedicated, and results-oriented individual that is an independent thinker and takes ownership of his/her work and enjoys collaborating within a team environment, • Proficient computer skills and knowledge of web browsers and web searching skills, • Strong written and verbal communication and presentation skills Compensation: For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $90,000.00 - $125,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description This is a remote position. About the Opportunity White Tiger Connections works with leading Registered Investment Advisors (RIAs) and broker-dealers that are expanding their service offerings into comprehensive estate planning and tax compliance. We are supporting multiple firms across our client network—ranging from approximately $500M to $10B in assets under management—that are seeking to establish or scale an in-house estate planning function. This is a founding-level opportunity designed for a highly experienced estate planning professional who is ready to build, lead, and own a core advisory vertical within a growing financial services platform. The role includes a conservative base salary, an aggressive performance-based bonus structure, and meaningful equity participation. About the Role As the Founding Estate Planning Partner, you will work closely with firm leadership to design and lead estate planning and tax-compliance services integrated into the firm’s broader wealth management offering. You will serve as the subject-matter expert, relationship lead, and long-term owner of this practice area. This role is ideal for a senior estate planning professional seeking true partnership, autonomy, and long-term upside within an established financial organization. Key Responsibilities Lead the development and execution of estate planning and tax-compliance services within an RIA or broker-dealer platform Advise high-net-worth and ultra-high-net-worth clients on complex estate planning strategies Collaborate with wealth advisors, tax professionals, and firm leadership to deliver integrated client solution Establish best practices, workflows, and compliance standards for estate planning services Serve as the senior client-facing authority for estate planning engagements Recruit, mentor, and manage additional estate planning or tax professionals as the practice scales Drive growth and adoption of estate planning services across the firm’s existing client base Requirements Juris Doctor (JD) required Minimum of 12 years of experience in estate planning, trust and estate law, and related tax matters Extensive experience advising high-net-worth clients Strong leadership presence with the ability to build and lead a practice area Entrepreneurial mindset and readiness to operate as a founding partner High degree of professionalism, discretion, and client trust Preferred Credentials: CFP, Series licenses, MBA, CPA, and other relevant professional certifications Benefits Compensation & Partnership Structure The role includes a conservative base salary, a highly performance-driven bonus structure, and meaningful equity participation tied to the growth, adoption, and long-term success of the estate planning practice within the broader platform. Next Steps If you are interested in building and leading an estate planning practice within a high-growth financial services platform, please apply and submit your resume.