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Job Description About Futu US Inc. Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About the role: We are seeking an experienced and innovative Growth Marketing Manager to lead our marketing efforts targeting stock, options, and crypto traders in the U.S. This role will be pivotal in developing and executing data-driven growth strategies to expand our retail brokerage business in the U.S. market, with a strong focus on user acquisition, retention, and channel optimization. This role must be based on the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. Key Responsibilities: • Growth Strategy Development: Design and implement comprehensive marketing strategies aligned with user acquisition and overall business growth objectives., • Channel Partner & Go-to-Market: Create detailed go-to-market strategies for acquisition channels and in-app resources, maximizing reach and conversion., • Multi-Channel Campaigns: Build and execute growth campaigns across performance marketing, influencer marketing, 3rd-party partners, and social media platforms., • Value Proposition Creation: Craft compelling messaging tailored to different user and partner segments, highlighting unique platform advantages., • Budget & ROI Ownership: Manage multi-channel marketing budgets with accountability for ROI, optimizing spend for maximum growth., • Cross-Functional Collaboration: Partner with product, data, and acquisition marketing teams to ensure consistent messaging and coordinated growth execution., • Co-Marketing Programs: Develop collaborative marketing initiatives with partners to accelerate acquisition and engagement., • Market & User Insights: Analyze market trends, user behaviors, and competitor strategies to inform and refine growth marketing tactics., • Performance Measurement: Execute, track, and report on campaign performance with actionable insights and recommendations for continuous improvement. Qualifications: • Bachelor’s degree in Marketing, Business, or related field., • 5–8 years of marketing experience, with at least 3 years in a growth or acquisition-focused role, ideally in financial services or retail brokerage., • Proven track record of scaling user acquisition and executing successful multi-channel growth campaigns., • Experience in digital marketing, influencer marketing, brand campaigns, and social media growth strategies., • Familiarity with financial services marketing and regulatory requirements. What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $100,000-$130,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description The Business Strategy and Innovation Team is looking for an experienced business analyst to serve as the business partner for the firm's Portfolio & Wealth Advisory team, supporting the Chief Operating Officers of Wealth Advisory to drive the success of the team's technology initiatives. This hands-on role involves comprehensive relationship management, complex problem-solving, and delivering valuable business solutions. The ideal candidate will display a proven track record of partnering with business groups, gaining a deep understanding of their processes, identifying ways in which technology can provide business benefit, and ultimately delivering holistic, impactful solutions to meet a variety of business challenges. The individual will function as the main interface between Portfolio & Wealth Advisory stakeholders and technical teams driving and managing the successful execution of key projects. The role requires the ability to mobilize cross-functional teams towards agreed upon goals and will be accountable for reporting progress on their portfolio of initiatives on a continual basis. The right candidate will have a demonstrable history as an effective leader who appreciates teamwork, cross-departmental collaboration, and a positive work atmosphere. We operate in a flexible, problem-solving environment that encourages people to think outside the box when developing processes and tools for the project at hand. The person in this role needs to be a strategic thinker who considers the goals of the group and project when problem solving. The candidate should have excellent problem-solving skills, keen attention to detail, an inquisitive nature, a passion for excellent service, the ability to self-start and be resourceful, and a strong understanding of technology. Key Responsibilities • Strategy and Planning: Demonstrate a deep understanding of firm-wide processes and systems and the ability to gain an understanding of Portfolio & Wealth Advisory business processes, data needs, and system use. Work in close collaboration with the business to comprehend their strategy, processes, services, roadmap, and operational context to provide strategic analysis services., • Requirements Gathering: Analyze business issues, processes, and systems thoroughly to identify areas for optimization. Work with Portfolio & Wealth Advisory leadership and business users to gather requirements, helping them to define needs, challenge assumptions and refine details. Prioritize requirements and produce effective documentation for stakeholders and developers that creates a common understanding of complex issues. Collaborate with IT teams to align business requirements with technical solutions. Lead integration and user acceptance testing, resolving issues pragmatically and promptly, and continually evaluate and adjust approved solutions to achieve desired outcomes., • Project Delivery: Drive and manage the successful execution of key projects. In collaboration with internal Project Manager, create detailed project plans, requirements documentation, necessary training materials, support materials, and develop, execute, and continually improve test plans and processes to ensure successful delivery., • Stakeholder Management: Build productive relationships with key Portfolio & Wealth Advisory business stakeholders, sponsors, technology colleagues, and technology vendors. Effectively communicate complex concepts to diverse stakeholders and manage their expectations regarding project goals and deliverables., • Bachelor's Degree and 5-7 years of Business Analyst experience within the financial sector., • Solid technical background with understanding and/or hands-on experience in software development, SDLC, Agile, and Waterfall project management methodologies., • Experience working directly with external vendors as well as engineering teams and managing software development projects., • Ability to manage ambiguity and break down complex problems into actionable steps., • Excellent internal client-facing communications and ability to listen and solicit feedback from stakeholders., • Excellent written and verbal communications skills; ability to describe detailed problems with brevity and accuracy., • Driven to deliver results on time, on budget, and to the very highest standards., • Ability to deftly manage competing resources and priorities and handle multiple projects concurrently., • Familiarity with alternative investments and experience in the high-net-worth Wealth Management space preferred., • Familiarity with SQL and/or Python for extracting and analyzing data to support business decisions is a plus., • Understanding of data structures, business workflows, and systems integration concepts., • Familiarity with current and emerging standards including Snowflake and data warehouses., • Strong technical skills with exposure to various systems is preferred, such as:, • Governance and project management tools (JIRA), • System Diagram and Workflow tools, • Competitive base salary and incentive compensation., • Company subsidized medical/Rx, dental and vision insurance for employee, partner & 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 gift-matching program., • Flexible time off, paid parental leave, and Sabbatical with company tenure. 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 $125,000 and $150,000 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 About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise., • Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore or to discover the future of investing with confidence and innovation. About the Role: We are seeking a highly organized and proactive Junior Procurement and Contract Partner to support the day-to-day operations of our procurement and vendor management processes. This role will assist with submitting purchasing requests, maintaining contract records, coordinating with internal teams, and supporting sourcing activities—particularly for office supplies, IT equipment, and store renovation projects. The ideal candidate is detail-oriented, eager to learn, and capable of managing multiple tasks across procurement and contract workflows. Experience with purchasing systems, document tracking, and vendor communication is preferred. This is an on-site position and remote work is not available. Requirements This role must be based on the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. What You’ll Do: • Submit and track purchasing requests across departments, ensuring proper documentation and approval flow, • Maintain accurate contract records, including organizing executed agreements, renewals, and key vendor documents, • Support the full purchasing and contract lifecycle by identifying pain points and making process improvement suggestions based on firsthand user experience, • Coordinate sourcing and purchasing activities for store renovation projects, including materials, furniture, interior décor, designer services, and construction vendors, • Coordinate with internal teams (Legal, IT, Finance, Business Units) to facilitate timely contract reviews and approvals, • Assist with vendor onboarding by collecting documentation and inputting vendor details into internal systems, • Participate in the development and enhancement of procurement procedures to improve operational efficiency, • Maintain procurement logs, purchase histories, and internal records in an organized and accessible manner, • Gather quotations, compare pricing, and support budget tracking for renovation-related expenditures, • Prepare simple RFPs and assist with vendor communications as needed, • Support cross-functional collaboration and meeting logistics for procurement-related projects, • Participate in internal meetings to help meet project milestones and provide administrative and coordination support What You Bring: • Bachelor’s degree in Business, Operations, or a related field, • At least 1 year of experience in a business operations, procurement, or administrative support role, • Familiarity with contract and purchasing workflows; experience using ERP or procurement systems is a plus, • Strong attention to detail and ability to stay organized while handling multiple tasks, • Basic understanding of purchasing processes or vendor management, • Fluency in Chinese and proficiency in English (written and verbal), • Strong communication skills and the ability to work well with cross-functional teams, • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents., • 401k Employer Contribution: We match your contributions to help you grow your retirement savings., • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy., • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work., • Performance-Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success. Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $50,000 to $70,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description Office Location: Jersey City, NJ About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About the Role: We are looking for a highly skilled and driven Director of Influencer Marketing to oversee and guide our channel expansion team, including influencer partnerships. You will be responsible for building and optimizing the company's channel system in target markets to achieve customer growth and market share expansion goals. You need to possess excellent market analysis skills, strategic planning abilities, and team management capabilities, along with proven experience in driving business growth. As the primary liaison between our company and strategic partners, you will work collaboratively with internal teams (including growth operations, marketing, and product) to ensure alignment and deliver exceptional value to our partners. You will also conduct market analysis to identify trends and insights that influence our channel strategy, enabling us to stay ahead of the competition. With a deep understanding of cultural nuances and business practices in different regions, you will navigate the complexities of international and regional partnerships and support our team in executing effective market cooperation strategies. If you are a strategic thinker and team manager, passionate about building long-lasting partnerships, and eager to make a positive impact on a global business scale, we look forward to hearing from you! Responsibilities: • Create and implement detailed strategies to expand our presence across multiple channels and markets, such as YouTube, Twitter, and Reddit., • Identify new partnership opportunities, negotiate, and establish strategic partnerships with various channel partners., • Manage and maintain relationships with existing partners, ensuring satisfaction and expanding the distribution network, including online and offline channels, to enhance brand awareness and market coverage., • Collaborate with cross-functional teams to align marketing, growth operations, and product initiatives with partner needs., • Analyze market trends and partner performance metrics to inform decision-making and optimize partnerships., • Manage the channel expansion budget, ensuring effective resource allocation and maximizing return on investment., • At least 8 years of experience in market channel management (KOL/Influencer Management, Corporate partnerships, and offline promotion), with over 3 years in team management; finance industry experience is preferred., • Deep understanding of international market environments and cultural business practices, with a rich network of local channel resources and partner bases., • Excellent business acumen and market analysis skills, with the ability to quickly adapt to market changes, interpret complex data, derive actionable insights, and formulate corresponding strategies., • Strong leadership and team management skills, capable of motivating and leading the team to achieve goals., • Outstanding negotiation and communication skills, including written and verbal, with the ability to effectively communicate with partners at various levels, both internally and externally. What we offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description About Futu US Inc. Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise., • Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation. About the Team & Role: You will play a key role in supporting the team responsible for monitoring and enforcing anti-money laundering policies and procedures. Your work will help ensure compliance with regulatory requirements and protect the integrity of our financial services. You’ll collaborate with internal stakeholders to identify potential risks, conduct investigations, and contribute to the development of compliance strategies. This role must be based at the specified office locations, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. Office Location: Jersey City, NJ/Dallas, TX What you'll do • Investigate and assess alerts for potential suspicious activity, • Conduct AML Enhanced Due Diligence reviews to assess risk on newly opened and established brokerage accounts., • Submit AML Inquiry requests to customers to obtain further information regarding questionable and potentially suspicious activity, • Investigate and assess AML alerts generated by third party AML vendor. (Suspicious Activity, Watch List Filtering, Customer Due Diligence and Transaction Monitoring), • Investigate internal referrals for possible SAR filings, • Alert management to trends in possible suspicious customer behavior, • Document findings and basis for cases and alerts investigated What you offer • ACAMS Certified - Preferred, • Series 7 licensed, • Series 24 or obtain within 4 months of hire, • Bachelor’s Degree or relevant industry experience, • 2+ years of experience in an AML compliance role in a broker dealer preferred, • Excellent written and verbal communication skills including an ability to clearly provide written reports that accurately and clearly summarize issues and present solutions in an understandable and logical manner, • Possessing, or ability to work toward possessing, an in-depth knowledge of current FINRA, SEC, state and related regulations and rules, • Proven ability to influence other’s actions and decisions without express authority What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $60,000 - $90,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Sr. Manager, Data Delivery LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $150,000 - $175,000, plus bonus and equity (based on NYC, will be adjusted for geo) The Role: Canoe is transforming how institutional investors manage alternative investment data. We automate document collection, data extraction, and delivery for the world’s leading allocators. As we scale, we continue to add to our operational engine — and we’re looking for a high-performing operator to help support that transformation. We’re hiring an Sr. Manager of Data Delivery to serve as the execution quarterback and right hand to the Director of Data Strategy & Operations. You’ll help operationalize and enforce Canoe’s strategic initiatives across manual and automated operations — including document collection, data extraction, and data product workflows. This is a high-ownership, high-accountability role. You’ll ensure teams are aligned, issues are unblocked, and strategic priorities are implemented consistently. You’ll collaborate across Product, Engineering, and Client Services teams, manage the day-to-day delivery engine, and help drive forward Canoe’s broader data strategy roadmap. What You’ll Do: • Translate strategy into concrete execution workplans across Connect, Intelligence, and Asset Data workflows, • Own the operational rhythm of daily/weekly execution and proactively unblock issues across teams, • Drive accountability by holding onshore and offshore leads to clear deliverables and timelines, • Partner with Product and Engineering to roll out automation tools and AI agents, • Lead short-term cross-functional initiatives (e.g., backlog cleanup, SOP rollouts, delivery acceleration), • 5-7 years of total experience, including 1-2 years post-MBA in consulting, private equity, or execution-oriented investing roles, • Entrepreneurial mindset: you’re comfortable wearing multiple hats and operating independently in ambiguous situations, • Highly collaborative with experience working cross-functionally across Product, Engineering, Data, and Client Services, • Player-coach mentality: hands-on with execution but enjoy mentoring and upskilling junior team leads and analysts, • Proven ability to own and deliver cross-functional initiatives from concept to implementation, • Strong structuring skills: you bring order to chaos and turn vague objectives into concrete plans, • Familiarity with fund administration, alternative assets, or downstream analytics in private markets., • Experience with data extraction tools, human-in-the-loop workflows, or AI/ML-enabled systems, • Strong change management and stakeholder alignment skills, • Medical, dental, vision benefits, • Flexible PTO, • 401(k), • Flexible work from home policy, • Home office stipend, • Employee Assistance Program, • Gym/Wifi reimbursement, • Education assistance, • 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 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 DescriptionThe Opportunity As VP of Product, you will be one of the most critical strategic leaders at Monstro, working alongside the CEO and COO to shape the company's direction and future. This role blends strategic leadership with hands-on execution. It is perfect for someone who can zoom out to define category-shaping strategy while rolling up their sleeves to ship high-impact features in a fast-moving startup. You will lead the product function from the ground up, partnering with engineering, design, and business leadership to deliver AI-powered experiences for millions of users and industry-leading solutions for global financial institutions. You will take our MVP from early validation to a scalable, global product and transform an ambitious vision into reality. This is a greenfield opportunity. Monstro's platform is both deep and wide, with no direct competitors. It is transformational by design, combining AI, financial services, and user empowerment in a way that has never been done before. Your responsibility will be to harness that uniqueness, define how it translates into product experiences, and execute on a roadmap that redefines wealth management and personal finance for the world. You will also be the first dedicated product leader at Monstro. In addition to executing the roadmap yourself, you will build out and lead a world-class product team over time. This role is for a true builder who thrives in ambiguity, embraces ownership, and is energized by the chance to create something unprecedented from the ground up. About Monstro Monstro, headquartered in New York, is an innovative AI-enhanced fintech company redefining personal finance management through a global financial platform. Our platform offers individuals a comprehensive view of their entire financial, legal, and tax life, delivering actionable insights, tailored recommendations, and the ability to take direct action. For financial institutions, Monstro unlocks unparalleled access to personalized customer data and insights. Leveraging Monstro's data-driven approach allows institutions to maximize revenue, boost customer retention, and attract new clients while lowering acquisition costs. By efficiently servicing clients across all wealth tiers and providing direct, actionable solutions, Monstro is transforming the financial services landscape. We are democratizing access to high-quality financial advice, enabling institutions to optimize operations, empower their clients, and achieve measurable growth in an evolving digital economy. Responsibilities • Product Vision and Strategy: Define and communicate a bold, AI-first product vision that aligns with Monstro's mission. Translate company strategy into a clear, prioritized roadmap for both consumer and institutional products., • Execution and Delivery: Balance fast iteration with long-term bets, ensuring we ship features that drive adoption, engagement, and measurable business outcomes., • AI-Driven Experiences: Partner with AI/ML engineering to turn cutting-edge capabilities into real customer value., • B2B and B2C Leadership: Develop products that serve both everyday consumers and global institutions, delivering differentiated value across the two-sided model., • Metrics and Impact: Define success with clear KPIs and own product performance across acquisition, engagement, retention, and monetization., • Cross-Functional Collaboration: Work closely with engineering, design, and business leadership to create seamless, user-centered solutions., • Team Building and Leadership: Build and lead the product function at Monstro, recruiting and mentoring top talent while fostering a culture of innovation, accountability, and velocity. Qualifications • 10+ years in product management with experience leading products in fintech, banking, or high-growth consumer tech., • Track record of building at scale, having shipped 0 to 1 products and scaled them to significant adoption, ideally across both B2C and B2B contexts., • Fintech or financial services expertise, with knowledge of wealth management, banking operations, and regulatory environments., • Experience building products powered by data, personalization, or AI/ML., • Strong analytical mindset with the ability to use metrics for decisions while knowing when intuition and conviction apply., • Thrives in high-growth, fast-paced environments and comfortable with ambiguity., • Exceptional communication skills, able to rally teams and inspire stakeholders., • Skilled at building strong, collaborative relationships across teams, including design, engineering, sales, and customer success., • Experience managing design functions in addition to product., • Prior experience with financial institutions at global scale. Why Monstro? • Drive the Future of Finance: Be at the forefront of building a transformative AI-driven platform that is redefining personal finance and wealth management for both consumers and institutions., • Join a Mission-Driven Team: Work alongside a leadership team with a track record of scaling tech companies and achieving major exits, united by a commitment to democratizing access to financial services., • Immediate, Global Impact: Your product vision will directly influence Monstro's platform development and the financial lives of users around the world., • Collaborative, Innovative Culture: Enjoy a role that values creativity, innovation, and teamwork within a supportive, dynamic environment.

Job DescriptionSalary: Reference number:TCD_25 Location: Remote North America Eastern Time About PulseLearning With teams in the US, Canada, Ireland, Europe, and Australia we are passionate about creating outcome-focused learning solutions. Role description Instructional Designer working with a team to create AWS technical curriculum and labs using Adobe content development tools. Key job responsibilities Bring your wealth of knowledge and experience Learning & Development creating content • Update/create and build courseware in Rise and Storyline, • Cloud based Curriculum Creation, • Work remotely with an East coast US team with flex hours in other time zones as required, • Embed into the Client team seamlessly, • Bring your wealth of knowledge and experience Learning & Development creating content Qualifications • 3+ years demonstrated experience creating technical training materials and content, • Knowledge of AWS domains, • 3+ years of proven experience working with remote and dispersed teams and time zones, • Degree in Instructional design, adult learning, or other education-related or tech-related field, • Industry certifications in instructional design, curriculum development, performance improvement, project management, or other content-specific certifications as appropriate, • AWS Certifications and experience, • Demonstrated experience in one or more of the following tools: Articulate Storyline, Articulate Rise, Captivate ect. How to apply Please emphasize how your experience meets the requirements for this role. To apply please use follow the link: Applications without content development experience will not be considered. We look forward to hearing from you! remote work

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise., • Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation. About the Role: We are seeking an experienced and innovative Senior Integrated Marketing Manager to lead our marketing efforts targeting stock/options/crypto traders in the USA. This role will be crucial in developing and executing integrated marketing strategies to grow our retail brokerage business in US market. This role must be based on the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. Requirements Key Responsibilities: • Develop and implement comprehensive Integrated marketing strategies aligned with overall business growth objectives, especially user acquisition strategies., • Create detailed channel partner marketing go-to-market strategies and plans with deep understanding of acquisition channels and in-app resources., • Develop integrated marketing campaigns across multiple channels (performance marketing, influencer marketing, 3rd party partners, social medias)., • Create compelling messaging and value propositions for different partner segments, • Manage multi-channel marketing budgets and track ROI for channel marketing initiatives, • Collaborate with cross-functional teams to ensure consistent messaging and brand representation across all touchpoints / acquisition marketing teams., • Develop co-marketing initiatives and collaborative marketing programs with our partners., • Analyze market trends, consumer behavior, and competitor activities to inform marketing strategies., • Develop，Execute and Measure and report on the performance of marketing campaigns, providing insights and recommendations for continuous improvement., • Ensure all marketing activities comply with regulatory requirements and internal policies. Qualifications: • Bachelor's degree in Marketing, Business, or a related field; MBA preferred., • Experience with CRM and marketing automation platforms, • 5-8 years of experience in marketing, with at least 3 years in a senior role, preferably in financial services or retail brokerage., • Proven track record of developing and executing successful channel marketing strategies, • Experience with Digital marketing / Influencer Marketing / Brand Marketing / Social Media Marketing, • Experience with financial services marketing and familiarity with regulatory requirements. Required Skills: • Excellent strategic thinking and planning abilities., • Strong analytical skills with the ability to derive insights from data., • Ability to work effectively in a multicultural environment., • Adaptability and agility in a fast-paced, changing environment. Benefits What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $120,000-$140,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description Speech Kids NY is looking for Speech-Language Pathologists / Clinical Fellows WE ARE HIRING! Speech Kids NY is looking for Speech-Language Pathologists / Clinical Fellows. We are NOT HIRING providers for REMOTE SERVICES. Our agency has secured a contract to provide services in the Bronx D 7-11 schools and preschools at an enhanced rate. The sessions will be held back-to-back at one location. We offer a highly competitive rate, starting at $95.00 per hour and going up to $110.00 per hour. The rate for CFs is $95.00 per hour on W2, $110.00 per hour for licensed therapists on W2, and $110.00 per hour for licensed speech therapists. Must be in person. It is mandatory for all individuals to hold a TSSLD certification. Requirements: Licensed SLP: license number, TSSLD, NYS registration, and 3 letters of recommendation. CF: NPI number, letter from the university or Diploma, TSSLD, Form 1 receipt, and 3 letters of recommendation. Bilingual extension or BEA scores if applicable. Benefits for W2 providers: We offer 6 sick days for full time W 2 providers after working for a year, health insurance ( partial payment after 90 days for full time employees), sick hours payment (you earn 1 hours after every 30 hours of direct therapy up to 40 hours per year), Worker’s compensation and disability insurance ( including maternity coverage and long term disability), 401 K (no matching), and a referral bonus ( up to 1 K after 6 months of employment 30 hours per week ). Compensation for CFs: $95.00 per hour on W 2 (TSSLD is required) + partial coverage of your health insurance (conditions apply) + benefits. CFs only: If you work full time, 30 hours direct therapy a week, you will get $60 per month for materials. Support: Monday – Friday 9:00 am to 6:00 pm support for providers (via text messages and email, phone calls can be scheduled as needed, after hours phone calls by appointment only (including weekends). SLP JOB FUNCTIONS: Assess, diagnose, and treat speech-language, voice, swallowing, and other related disorders of children with developmental delays and disabilities. Develop and implement individualized plans for assigned cases to meet individual child’s needs, interests, and abilities. Collaborate with parents and multidisciplinary team of rehabilitation professionals and special educators to develop and modify program activities that improve speech and language skills. Location: schools, preschools, and in the clients' homes in all 5 boroughs (subject of availability) Skills required: Strong attention to detail-excellent time management skills and organization- Excellent communication and interpersonal skills. Follow Individualized Service Plan, plan ongoing treatment, and interprets goals and treatment. Complete all session notes by the end of the calendar week and progress reports on time. We offer Flexible Hours, simple billing, and High Rates! We are looking for dedicated SLPs who love this age group and are willing to work in either preschool, school, or home environments. To excel in this program, you should specialise in pediatrics, enjoy using technology, and have a great ability to communicate with parents and school administrators. Full-time and part-time positions are available. We look forward to speaking with you! Requirements (NO EXCEPTIONS): Must have experience in speech-language pathology field. Master's degree in Communication Disorders is required. NYS license SLP required if licensed. Work authorization in the United States is required. Referral program is available. Job Type: Contract Salary: $95.00 to $110.00 /hour For more information visit our website Job Types: Full-time, Part-time, Contract Pay: $95.00 - $110.00 per hour Benefits: • 401(k), • Disability insurance, • Flexible schedule, • Health insurance

Job Description Greenwich Private Equity is an innovative private equity firm providing proprietary private equity co-investment opportunities exclusively for high-net-worth and ultra-high-net-worth individuals and families, sovereign wealth funds and institutional investors. Due to the firm’s principals having identified an additional $5 Billion in assets for acquisition, development, construction and production in 2025 and 2026, we are accelerating our growth by aggressively expanding our accomplished executive team to expeditiously increase assets under management for the firm. Among other responsibilities, you will originate and close a growing volume of private equity investment sales while generating client provided referrals to most time efficiently obtain additional pre-qualified high net worth clients to accelerate increasing the firm’s assets under management. Initial focus will be completing a $54 Million preferred private equity capital raise, unleveraged pro forma 22.2% IRR over ten years, asset backed by prime residential real estate located among the world’s wealthiest homeowners and highest value homes in Greenwich, CT. Wholly owned subsidiary has identified for purchase and development, pricing agreed upon, several prime properties for new construction of several exquisite primary homes for a lucky few among the top of the 1%. The first has been acquired, others will follow. Nationally acclaimed award-winning architects, exquisite interior designs, smart, luxurious, energy efficient homes, security, privacy and more. We do things differently, our current round using a proprietary structure with a rare valuable combination of (i) a risks eliminated or well mitigated conservative financial structure, protecting capital, and (ii) an intelligent financial model enabling a quick return of capital and enormous average annual returns on the average outstanding investment during the term, all while asset backed with no debt. Exclusive. Rare. A strong CFA calculated Risk/Return profile. A co-investment with the principals, not an OPM ‘hope for the best’ outcome. ESSENTIAL: • Pre-existing relationships with high net worth and ultra-high net worth individuals and families, and/or institutions, with which you will build out an increasing pre-qualified client base through referrals, • Sell exclusive proprietary private equity investment products to high net worth and ultra-high net worth individuals and families and institutions, • Originate and complete sales calls and presentations to high net worth and ultra-high net worth individuals and families and institutions remotely and in person, to your contacts and those referred to you by your contacts, • Understanding and articulating simple or sophisticated complex financial models and business plans, • Successfully execute the steps needed to achieve your monthly and annual goals, • Generate qualified referrals to close increasing investment sales volumes, • Complete sequential sales to increase assets under management from your growing client base, increase their interest and desire for additional private equity offerings in our pipeline including, but not limited to, new luxury residential real estate development for the top of the 1%, innovative luxury private aviation for the 1%, entertainment and technology, • Timely file paperwork and reports as needed, • Maintain absolute compliance through all communications and activities, • Self-starter and self-manager with the ability to work remotely and succeed with minimal supervision, • Effective individual and group presentation skills, • Stay up to date with financial markets and their trends This opportunity will be financially rewarding at extreme levels for the right candidates. Additional Notes: This position requires a background check. If you are licensed and if you have a prior bankruptcy, U-4 disclosures, credit issues, civil judgments, pending litigation, termination from a previous employer, or any other matter subject to FINRA disclosure regulations, you must disclose these items during the pre-screening process. You will be required to sign a confidentiality agreement as a part of our interview process. Company DescriptionGreenwich Private Equity principals’ interests are aligned with portfolio company investors’ interests, offering individual and institutional high net worth accredited investors proprietary co-investment private equity positions in what the firm’s principals believe are innovative private companies on a path to achieve extraordinary levels of growth building value measured both by returns on investment and internal rates of return.Greenwich Private Equity principals’ interests are aligned with portfolio company investors’ interests, offering individual and institutional high net worth accredited investors proprietary co-investment private equity positions in what the firm’s principals believe are innovative private companies on a path to achieve extraordinary levels of growth building value measured both by returns on investment and internal rates of return.

Job Description Marketing Director for Investment Firm Lead Generation & Client Acquisition Focus Company: TSG Invest () Position: Marketing Director Compensation: Variable Location: Hybrid (Open to Remote Dependent on Experience) About Us We are an established investment firm seeking to significantly scale our digital marketing efforts to attract qualified investors and build a robust pipeline of warm leads. Our goal is to leverage digital channels to educate potential clients about our investment strategies and convert them into meaningful relationships. What We're Looking For We need a proven marketing leader with specific experience in financial services marketing who can drive measurable results in lead generation and client acquisition while building and managing a high-performing marketing team. Core Requirements Essential Digital Marketing Expertise: * Facebook/Meta Advertising: Demonstrated success with lead generation campaigns, particularly in financial/investment sectors. Must understand compliance requirements for financial advertising. * Google Ads: Proven track record with search and display campaigns for high-value B2B services. Experience with complex attribution models is essential. * SEO: Strong technical and content SEO skills with experience ranking financial services content in competitive markets. * LinkedIn Marketing: Experience with LinkedIn advertising for professional investors, HNW individuals, and B2C financial services. * YouTube Marketing: Strong experience in video marketing strategy and YouTube channel management, as we are looking to significantly scale our video presence and content marketing efforts. Technology & Software Proficiency: Must have experience with (or demonstrate ability to quickly learn) the following platforms: * HubSpot: CRM management, marketing automation, and lead nurturing * Mailchimp: Email marketing campaigns and automation * Sprout Social: Social media management and analytics * WordPress: Content management and website optimization * SiteGround: Web hosting and site performance management * SimilarWeb: Competitive analysis and market research * Google Ads: Search, display, and video advertising * Facebook Ads: Lead generation and audience targeting * LinkedIn Ads: B2B professional targeting and campaigns * YouTube: Video content strategy, channel management, and advertising Investment Industry Experience: * Previous work with investment firms, wealth management companies, financial advisors, or related financial services * Understanding of compliance requirements (SEC regulations, FINRA guidelines) in marketing communications * Experience navigating the unique challenges of marketing investment products and services * Knowledge of typical investor personas and decision-making processes Leadership & Team Management: * Team Management: Proven experience managing both in-house marketing employees and external freelance contractors * Cross-functional Leadership: Ability to coordinate and lead diverse marketing teams across multiple disciplines * Vendor Management: Experience selecting, onboarding, and managing marketing agencies and freelance specialists * Strategic Leadership: Capability to develop comprehensive digital marketing strategies for lead nurturing and client acquisition * Mentorship: Track record of developing and mentoring marketing professionals * Scaling Operations: Experience building marketing teams and processes from initial implementation to significant growth Deliverables & Expectations Campaign Management: * Develop and execute multi-channel digital marketing campaigns across Facebook, Google, LinkedIn, and YouTube * Create and optimize landing pages and lead magnets for investor acquisition * Implement advanced tracking and attribution systems for high-value, long sales cycle conversions * A/B testing and continuous optimization of all marketing assets Team Leadership: * Build and manage a hybrid team of in-house employees and freelance specialists * Establish clear processes, workflows, and performance metrics for the marketing team * Coordinate with external agencies and contractors to ensure seamless campaign execution * Develop team members' skills and capabilities in financial services marketing Compliance & Quality Assurance: * Ensure all marketing materials comply with financial services regulations * Maintain high standards for brand representation and professional communication * Implement appropriate disclaimers and risk disclosures as required Required Proof of Success You must provide the following with your application: * Case Studies: Minimum of 2 detailed case studies from investment/financial services clients showing: * Initial challenges and objectives * Strategies implemented across multiple channels * Specific metrics and ROI achieved * Timeline and budget information * Performance Data: Verifiable results including: * Lead generation volumes and cost per lead * Conversion rates from lead to client * Return on ad spend (ROAS) or similar ROI metrics * Examples of successful campaigns with screenshots of results * Team Leadership Examples: Documentation of: * Size and structure of teams previously managed * Examples of successful freelancer/contractor management * Team development and training initiatives implemented * Process improvements and operational efficiencies achieved * Client References: Contact information for at least 3 previous clients in financial services who can speak to: * Quality of work and professionalism * Results achieved and timelines met * Leadership and team management skills * Compliance awareness and attention to detail * Individual Credentials: * Relevant certifications (Google Ads, Facebook Blueprint, HubSpot, etc.) * Years of experience in financial services marketing * Leadership and management training or experience Disqualifying Factors We are NOT looking for: * Generic marketing professionals without financial services experience * Candidates who cannot provide verifiable case studies and references * Leaders who use templated approaches without industry-specific customization * Anyone unfamiliar with financial services compliance requirements * Candidates focused solely on vanity metrics rather than meaningful business outcomes * Those without demonstrated experience managing both employees and contractors Compensation & Budget * Competitive salary commensurate with experience and proven expertise * Performance Incentives: Open to discussing performance-based compensation structures * Contract Term: Full-time position with comprehensive benefits package Application Process To be considered, your proposal must include: * Executive Summary (1 page): Overview of your relevant experience and leadership approach * Case Studies (2-3 pages each): Detailed examples of similar client successes * Strategic Proposal (2-3 pages): Initial assessment and recommended approach for our firm * Team Management Portfolio (1-2 pages): Examples of teams built and managed, with specific results * Credentials Overview (1 page): Key certifications, software proficiency, and expertise * Client References: Contact details and brief descriptions * Compensation Expectations: Salary requirements and preferred structure Next Steps Qualified applicants will be invited to: * Discovery Call (30 minutes): Initial assessment and cultural fit * Strategy Presentation (60 minutes): Present your recommended approach and team structure * Reference Checks: We will contact your provided references * Final Interview: Leadership assessment, terms discussion, and cultural alignment Company DescriptionDiscover a Different Kind of Financial Firm: Where Your Growth Has No Limits Unlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.Discover a Different Kind of Financial Firm: Where Your Growth Has No Limits\r\n\r\nUnlock your full potential in our dynamic ecosystem that breaks the mold of traditional finance. As an integrated platform spanning insurance, investment advisory, broker-dealer, and fund management, we empower advisors to think bigger and achieve more. Our innovative structure provides access to a comprehensive suite of solutions - from insurance and wealth management to cutting-edge alternatives like venture capital - giving you the tools to build a distinctive practice. Whether you're serving ultra-high-net-worth clients or emerging investors, our flexible platform and diverse licensing options let you customize your approach while maximizing your earning potential. Join a firm that invests in your success and puts you in control of your future.

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

Job Description 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 an AML Investigator to join their AML Group in our New York office. The Investigator will perform investigations for our growing international based retail and institutional clients maintained at the firm. This role is specific to being a self-starter, with the ability to obtain transactional data from a variety of sources (both internal and external) to execute detailed analysis and reporting of findings to senior management. The focus of the role will be an AML investigator who maintains a high level of technical proficiency in identifying trends in data across multiple inputs. The individual should pose advanced excel skills with the ability to homogenize disparate data to perform sophisticated research related to transactional trends and red flags. This can / may be accomplished using a multitude of technical platforms. Previous experience covering Broker Dealer or Private Wealth business/Private banking in an AML capacity required. Responsibilities: • Perform annual High risk account activity reviews, • Conduct in depth strategic initiatives related to on-going AML transaction or trade-based monitoring, concerns and red flags, • Prepare Suspicious Activity Report (SAR) filings, • Effectively communicate laterally and horizontally, both within AML Compliance and within the branches/business, • Recommend appropriate follow-up and possible action for customers that exceed the Firm’s risk tolerance, • An acute investigative prowess, with the ability to think critically in identifying AML typologies and patterns, • Exceptional research and analytical skills with the ability to analyze large amounts of data, decipher higher risk attributes (transactional, geographical, product type, customer type, etc.) Excel, VBA, Access, SQL, • Prior Broker Dealer experience, understand investment products, financial instruments, and anticipated/expected customer behavior in order to effectively identify risk and suspicious activity, • Excellent verbal and written communication skills, • Bi-lingual Spanish / English is preferred, • Minimum of two years with direct experience in areas of private wealth management, focusing on emerging markets accounts along with domestic accounts, • Bachelor’s Degree required, • Certified Anti-Money Laundering Specialist (CAMS), • 4-6 years of experience in reviewing customer transactions and information for potentially suspicious activity and performing AML or financial investigations, • Proficient in reviewing and clearing AML surveillance alerts; use of Actimize a plus, • Experiencing with articulating detailed investigation analysis and results. 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 $75,000.00 - $100,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionAbout NYLAG: Founded in 1990, NYLAG is a leading civil legal services organization combatting economic, racial, and social injustice by advocating for people experiencing poverty or in crisis. Our services include comprehensive, free civil legal services, financial empowerment, impact litigation, policy advocacy, and community partnerships. NYLAG exists because wealth should not determine who has access to justice. We aim to disrupt systemic racism by serving individuals and families whose legal and financial crises are often rooted in racial inequality. NYLAG goes to where the need is, providing services in more than 150 community sites (e.g. courts, hospitals, libraries) and on our Mobile Legal Help Center. NYLAG’s staff of over 400 impacted the lives of nearly 129, 000 people last year. Job description The Special Education Unit (SEU), a division of the New York Legal Assistance Group (NYLAG), is seeking a Staff Attorney with a strong interest in ensuring that school-aged children with special needs receive the free appropriate public education (FAPE) guaranteed them pursuant to federal and New York State law. SEU emphasizes the need to educate parents of their rights, and to advocate on their behalf when the New York City Department of Education (DOE) fails to provide their children with a FAPE. The Staff Attorney will report to SEU’s Director. Duties and Responsibilities The Staff Attorney’s work will focus on obtaining independent educational evaluations and compensatory services for students that have not received appropriate special education services. The Attorney will be responsible for, among other things: conducting intake calls and providing advice to parents on special education related matters; drafting and filing legal documents including due process complaints, ten day notice letters, demand letters, and legal memoranda; representing families at impartial hearings; negotiating resolutions and stipulations of settlement with the DOE; preparing, submitting, and negotiating attorney fees applications; participating in meetings to develop Individualize Education Programs; conducting parent and community-focused trainings on special education; conducting legal research; and assisting with appeals to the State Review Office and federal court as necessary. In addition, the Attorney will attend internal staff meetings and meetings with partner agencies, participate in relevant internal and external coalitions and task forces, mentor legal interns, volunteers, and pro bono attorneys, complete administrative duties including updating NYLAG case management systems and maintaining and updating files and case notes, as well as assisting in grant reporting as needed, and other duties as needed. Qualifications • J.D. required;, • At least 1 year prior legal experience;, • Experience working with communities and individuals experiencing poverty and with special needs;, • Admission to New York State Bar preferred;, • Foreign language ability preferred;, • Interest in Special Education Law;, • Eagerness to learn and grow as an advocate for children with disabilities;, • Demonstrated commitment to advancing gender, racial, and social justice;, • Ability to work collaboratively, communicate effectively, manage multiple tasks, and creatively problem solve;, • Excellent written, oral and analytical skills; and Employment type: ☒ Full-time ☐ Part-time ☐ Temporary Professional Level: ☐ Entry Level ☒ Professional ☐ Managerial Salary Range: NYLAG is a unionized workplace, and salaries are set pursuant to a collective bargaining agreement. The current salary range for this position is between $88,265.00-$97,132.00. Benefits: Medical, dental, vision, 401k, life insurance, long term disability, commuter benefits, flexible spending accounts (FSA) for Medical and Dependent care. Application Instructions: Please save resume and cover letter on one pdf. Covid Vaccination Policy: Please note, to safeguard the health and well-being of our employees and clients, NYLAG requires all employees to be fully vaccinated for COVID-19, unless a medical or religious exemption is approved. NYLAG is committed to a hybrid work policy for staff whose work does not require their full-time presence in the office. NYLAG’s current policy is that most staff are required to work in NYLAG’s offices or do other in-person work at least two days each week. This policy is subject to change. Powered by JazzHR LrfEuu7ini

Job Description INTRODUCTION BRAVO is the partnering of Velocity Architectural and Engineering Services and Bradford Construction Corporation (WBE). The cooperative brings together some of the industry's most distinguished leaders and technical experts, united by their decades of experience modernizing vital infrastructure and iconic facilities throughout the New York metropolitan area. BRAVO delivers value to its clients by offering the full-breadth of architectural, engineering, and construction management services through an efficient organization that is structured to promote attentive client service, responsive project delivery, and quality. Through our offices in New York City and Newark, NJ, BRAVO's family of companies serve public and private clients covering a wide-range of markets, including education, government, transportation, healthcare, industrial, power, and water. WHY BRAVO? At BRAVO, you will find a wealth of opportunities to create the career you've always imagined. We support, encourage, and empower our people by providing an environment where everyone has an opportunity to succeed. BRAVO brings amazing people together to make amazing things happen. We're a diverse collective of thinkers and doers, committed to remaining client-focused, agile, responsive, and accountable to our valued clients and the communities we serve. BRAVO offers excellent benefits including: • 401(k), • ACCIDENT INSURANCE, • COMMUTER BENEFITS, • COMPETITIVE SALARY, • EMPLOYEE ASSISTANCE PROGRAM, • LIFE INSURANCE, • MEDICAL, DENTAL AND VISION INSURANCE, • REIMBURSEMENT OF PROFESSIONAL MEMBERSHIPS AND LICENSES Job Type: Full Time Onsite, Monday-Friday (8:30AM – 5:30PM) Job Description: BRAVO Group is seeking a Proposal Manager with deep experience in the Architecture, Engineering, and Construction (AEC) industry to join our Marketing and Business Development function. This individual will report directly to the Marketing and Business Development department manager, and will play a pivotal role in developing compelling proposals that showcase our capabilities and help secure new business. Roles & Responsibilities: • Collaborate with technical staff to produce high-quality proposals and support complex pursuits alongside the Marketing and Business Development team., • Write and design presentations, printed proposals, and qualification materials in response to formal and informal client solicitations., • Lead and participate in strategy, kick off, and review meetings, incorporating win themes and storyboarding., • Coordinate with subconsultants., • Contribute to content development, messaging, and visual storytelling, ensuring consistency and alignment with project goals., • Create impactful presentation materials for client meetings., • 7+ years of proposal and marketing experience in the AEC industry with a strong understanding of key industry organizations, events, and professional networks., • Demonstrated ability to develop proposal outlines, schedules, and task assignments for RFPs and RFQs., • Track record of successfully producing and managing deadline-driven proposals, qualifications packages, and presentations., • Effective written and verbal communication abilities with strong follow up skills., • Proficiency in Adobe Creative Suite (especially InDesign), as well as Microsoft Office (Word, Excel, PowerPoint).

Job Description Job Title: Financial / Investment Advisor Location: Midtown Manhattan, NYC Company: Dominari Securities – A Fast-Growing Financial Services Firm About Us: Dominari Securities is an innovative and rapidly expanding financial services firm located in the heart of Midtown Manhattan. We specialize in wealth management, investment strategies, and comprehensive financial planning for individuals and businesses. With a client-centric approach and cutting-edge technology, we empower our team to make a real difference in the financial success of our clients. We are looking for a seasoned Financial / Investment Advisor with an established book of business to join our dynamic team and grow with us. Position Overview: We are seeking an experienced Financial / Investment Advisor with a proven track record and a book of business to join our rapidly growing firm. This is an exciting opportunity for an advisor who is eager to take their career to the next level, work with high-net-worth clients, and expand their client base within a supportive, forward-thinking environment. Key Responsibilities: • Client Relationship Management: Build, maintain, and deepen relationships with existing clients while identifying opportunities to expand your client base., • Financial Planning & Investment Strategy: Provide comprehensive financial planning services, including investment strategies, retirement planning, estate planning, and tax-efficient strategies., • Advisory Leadership: Serve as a trusted advisor, providing personalized advice based on clients' goals, risk tolerance, and financial objectives., • New Business Development: Actively prospect new clients, leveraging your existing network, firm resources, and new opportunities., • Collaboration: Work closely with our team of financial planners, analysts, and other professionals to deliver integrated financial solutions., • Stay Informed: Keep up to date on market trends, financial products, regulatory changes, and economic events that may impact client portfolios. Qualifications: • 5+ years of experience in financial advisory, wealth management, or investment management., • A proven book of business with the ability to bring in new clients and assets., • Comprehensive knowledge of financial planning, investment management, tax strategies, and estate planning., • Relevant licences (Series 7, Series 66, Series 63, Series 65, CFP, etc.)., • Strong communication, relationship-building, and presentation skills., • A passion for client service and delivering superior financial solutions., • Self-starter with the ability to thrive in a fast-paced, growth-oriented environment., • A team-oriented mindset with a focus on collaboration and achieving shared goals. Why Join Us: • Growth Opportunities: Be part of a fast-growing, entrepreneurial firm with ample room for professional development and career advancement., • Compensation: Competitive base salary with performance-based incentives, bonuses, and a generous benefits package., • Supportive Environment: Access to state-of-the-art tools, resources, and a collaborative team of experts to support your success., • Prime Location: Work from our centrally located office in the heart of Midtown Manhattan, offering easy access to all major business districts. How to Apply: If you are an experienced Financial Advisor with a passion for helping clients achieve financial success and a desire to grow with a cutting-edge financial services company, we would love to hear from you. Please submit your resume and a brief cover letter outlining your experience and why you're the right fit for this exciting opportunity. Dominari Securities is an equal opportunity employer and is committed to fostering a diverse and inclusive work environment.

Job DescriptionOur Company Arch is a Series A financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. About the Role We're looking for a 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 * 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 experience with SQL or want to learn * Have taken finance or accounting coursework * Have experience with enterprise software implementations or large-scale data migrations A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $85K - $110K

Job DescriptionBackground: Brooklyn Org is a champion for Brooklyn. We celebrate Brooklyn’s brilliance and resilience, its incomparable culture and uncompromising grit – and we demand more for our communities. Over our 15-year history, we have reimagined the role of philanthropy and provided immeasurable support to communities and nonprofit partners that are leading transformational change for Brooklyn. With a new model for community philanthropy, we are bringing together Brooklynites, Brooklyn backers, businesses, and broader believers in equity and justice to make Brooklyn a beacon for the world. We are a platform for galvanizing giving. We are here to ensure that ideas are met with resources, challenges are met with solutions, and inequity is met with justice. The Position: The Vice President of Philanthropic Partnerships reports to the Chief Operating and Financial Officer and is responsible for expanding and diversifying the foundation’s donor-advised fund (DAF) donor base by cultivating relationships with high-net-worth individuals, corporate philanthropists, and professional advisors. By leveraging expertise in philanthropic tax strategies, estate planning, and donor relations, this position will drive the foundation’s growth in DAF participation and ensure a seamless experience for both new and existing fundholders. The Vice President will also manage and provide strategic direction to the Donor Services Manager and the Grants & Compliance Manager, ensuring cohesive service delivery, robust compliance, and impeccable data management. This role requires flexibility, including occasional early morning, evening, or weekend commitments to accommodate donor engagements and events. Specific Responsibilities: Donor Cultivation & Acquisition • Proactively identify and engage prospective DAF donors, including high-net-worth individuals (HNWIs), family foundations, and corporate partners., • Conduct individualized donor consultations to discuss tax-efficient giving options and long-term philanthropic goals., • Collaborate with potential donors to customize giving strategies that align with their values, financial objectives, and community impact aspirations.Strategic Partnerships & Professional Advisor Engagement, • Develop and maintain strong relationships with estate planners, tax attorneys, wealth managers, and other financial professionals., • Host educational seminars, webinars, and workshops to inform advisors and their clients about the benefits and mechanics of DAFs., • Provide customized tools, resources, and support to assist advisors in discussing philanthropic opportunities with their clients.Donor Stewardship & Retention, • Coordinate with the Donor Services Manager to ensure a seamless onboarding process for new DAF holders, including fund agreement setup and initial contribution guidance., • Maintain ongoing engagement with fundholders by offering personalized support, updates, and consultations to maximize donor satisfaction and retention., • Conduct annual strategy reviews for fundholders, helping them refine their philanthropic focus and achieve greater impact.Team Leadership & Data Management, • Directly supervise the Donor Services Manager and the Grants & Compliance Manager, providing guidance, support, and professional development opportunities., • Oversee accurate, secure, and compliant data management practices for all donor records and fundholder information., • Collaborate with internal teams to enhance systems and processes that optimize donor engagement, compliance, and relationship tracking.Legal & Financial Knowledge Application, • Utilize expertise in philanthropic tax strategies, planned giving vehicles (including trusts and bequests), and estate planning structures to guide donors and advisors., • Ensure all donor agreements, gift structures, and fund management practices comply with IRS regulations, DAF policies, and the foundation’s guidelines., • Monitor emerging trends and regulations in tax law and estate planning to keep donors and professional advisors informed of new opportunities or requirements., • Other duties as assigned Qualifications:, • Bachelor’s degree in Business, Finance, Law, Nonprofit Management, Philanthropy, or a related field is required., • Chartered Advisor in Philanthropy (CAP®) or Certified Trust and Fiduciary Advisor (CTFA) is highly desirable, • 10+ years of demonstrated success in donor cultivation, relationship management, and securing philanthropic commitments, ideally within a community foundation or financial services environment., • Strong knowledge of donor-advised funds, planned giving vehicles, tax regulations, and wealth management strategies., • Proven ability to develop partnerships and collaborate effectively with professional advisors in estate, tax, and financial planning., • Excellent communication, presentation, and negotiation skills, with a track record of building trust and rapport with HNWIs and corporate donors., • Highly organized, proactive, and results-oriented approach to managing multiple relationships and initiatives simultaneously., • Exceptional attention to detail and commitment to maintaining accurate, compliant, and confidential data., • Willingness to work flexible hours, including occasional early mornings, nights, and weekends to accommodate donor-related events. Other Information: Currently full-time employees are expected to work in the BKO office located in Downtown Brooklyn Monday through Thursday with occasional events on Friday. In alignment with its Racial Justice Lens, the Organization is committed to maintaining a staff that diversifies philanthropy, including lifting up the leadership of people from communities historically underrepresented in the field and those directly affected by structural racism, centering them in decision-making. Brooklyn Org is an equal opportunity employer. The Organization does not engage in or tolerate discrimination on the basis of race, color, gender identity, gender expression, religion, age, sexual orientation, national or ethnic origin, disability, marital status, military veteran status or any other protected group in the locations where we work. Compensation: Brooklyn Org has a competitive and exhaustive benefits and leave plan and the salary range for this position is $130,000 – $145,000 dependent on the successful candidate’s background and experience. To Apply: Brooklyn Org has retained the services of Harris Rand Lusk to conduct this search. Inquiries, nominations, and applications may be directed in confidence to: Kathryn Frances Research and Operations Manager Harris Rand Lusk 260 Madison Avenue, 15th Floor New York, NY 10016 Email cover letter and resume to: . Please include “Brooklyn Org, VP Philanthropic Partnerships” in the subject line of the email.

Job DescriptionOur Company Arch is a Series A financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Role We are hiring an experienced Sales Engineer to partner with Sales Directors in driving new customer acquisition across enterprise and strategic accounts. As an Arch Sales Engineer, you will act as an expert on the Arch platform, clearly articulating how and why our clients are leveraging Arch to transform their private investment operations. You'll also work across all client types (from banks and family offices to advisors and accounting firms) and play a pivotal role in helping prospects deeply understand our product, tailoring solutions to their needs, and ensuring a smooth, confident buying process. This role is ideal for someone with a strong technical and product mindset who wants to help solve meaningful, complex problems in private investing. At Arch you will: * Act as a subject matter expert on the Arch platform - its features, data model, integrations, and real-world use cases * Partner with Sales Directors to lead discovery sessions, deeply understanding each prospect’s workflows, pain points, and goals * Deliver tailored, compelling product demonstrations that clearly show how Arch delivers value for all client segments * Confidently explain why clients choose Arch, sharing insights and best practices to build trust and credibility * Own and manage the technical aspects of the sales process, including integrations, security, data migration, and product fit * Collaborate cross-functionally with Product, Engineering, Operations, and Partnerships teams to ensure client needs are understood and addressed * Provide clear, structured feedback from client interactions to help shape Arch’s product roadmap * Help create and maintain demo environments, and technical documentation to support the sales process Reach out to us if you: * Have 5-7 years of experience in Sales Engineering, Solutions Consulting, Pre-Sales, or similar technical client-facing roles, ideally in SaaS (experience in a growth-stage startup is a plus) * Bring strong product experience, you love mastering the details of a product, understanding client use cases, and helping users succeed * Excel at explaining complex technical concepts to non-technical audiences in a consultative, problem-solving manner * Have experience working with and selling to enterprise or strategic accounts, ideally including financial institutions or professional services firms * Are energized by solving meaningful customer problems with creativity and persistence * Are proactive and comfortable navigating ambiguity in a fast-growing environment * Care deeply about building trusted, long-term relationships with clients Bonus points if you: * Have previous experience in wealth management, a family office, fund management, accounting, or a related financial field * Possess a deep understanding of Alternative Investments industry trends, products, and services * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s * Have experience working with APIs, data integrations, or financial reporting systems A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $150K - $210K

Job DescriptionTitle: Full Stack Developer - JavaScript Group Details:Tradeweb Direct provides advanced fixed income trading solutions for financial advisors, the institutional buyside, traders and broker dealers. The platform demonstrates our core strengths – experience and expertise – to bring innovation and efficiency to the wealth management community. Tradeweb Direct was formed following the acquisition of Bond Desk Group in 2013 and its subsequent integration with Tradeweb Retail. Tradeweb Direct is now synonymous with superior execution, providing clients with easy access to live offerings, and the most accurate pricing in the marketplace. Job Responsibilities: • Adapts and extend existing re-usable components and libraries., • Develops high quality software while meeting deadlines, • Assists with rollout and post production support, • Presents ideas for system improvements, • Design or upgrade an existing software to ensure product performance and quality expectations are metRequired Qualifications:• Bachelor's degree in Computer Science or related discipline• Excellent written and verbal communication skills• Must be a creative problem solver• 3+ Years of JavaScript development experience• 2+ Years of Java development experience• Experience with multi-threaded programmingADDITIONAL PREFERRED EXPERIENCE:• Ext JS, React, Angular, Atmosphere, Zebkit,• Finagle, Kafka, Lucene, Elasticsearch, Cassandra• Tomcat, Node.js• SQL• Git, Maven, Gradle• UNIX / Linux• C++, Perl, and Unix shell scripting• Experience with financial transaction systems• Knowledge of the fixed income and financial markets is highly desirable.

Job DescriptionTitle: Junior Full Stack Developer - JavaScript Position: Full TimeLocation: Jersey City, NJ Group Details:Company X provides advanced fixed income trading solutions for financial advisors, the institutional buyside, traders and broker dealers. The platform demonstrates our core strengths – experience and expertise – to bring innovation and efficiency to the wealth management community. Tradeweb Direct was formed following the acquisition of Bond Desk Group in 2013 and its subsequent integration with Tradeweb Retail. Tradeweb Direct is now synonymous with superior execution, providing clients with easy access to live offerings, and the most accurate pricing in the marketplace. Job Responsibilities: • Adapts and extend existing re-usable components and libraries., • Develops high quality software while meeting deadlines, • Assists with rollout and post production support, • Presents ideas for system improvements, • Design or upgrade an existing software to ensure product performance and quality expectations are metRequired Qualifications:• Bachelor's degree in Computer Science or related discipline• Excellent written and verbal communication skills• Must be a creative problem solver• 3+ Years of JavaScript development experience• 2+ Years of Java development experience• Experience with multi-threaded programmingADDITIONAL PREFERRED EXPERIENCE:• Ext JS, React, Angular, Atmosphere, Zebkit,• Finagle, Kafka, Lucene, Elasticsearch, Cassandra• Tomcat, Node.js• SQL• Git, Maven, Gradle• UNIX / Linux• C++, Perl, and Unix shell scripting• Experience with financial transaction systems• Knowledge of the fixed income and financial markets is highly desirable.

Job DescriptionAbout NYLAG: Founded in 1990, NYLAG is a leading civil legal services organization combatting economic, racial, and social injustice by advocating for people experiencing poverty or in crisis. Our services include comprehensive, free civil legal services, financial empowerment, impact litigation, policy advocacy, and community partnerships. NYLAG exists because wealth should not determine who has access to justice. We aim to disrupt systemic racism by serving individuals and families whose legal and financial crises are often rooted in racial inequality. NYLAG goes to where the need is, providing services in more than 150 community sites (e.g. courts, hospitals, libraries) and on our Mobile Legal Help Center. NYLAG’s staff of over 400 impacted the lives of nearly 129,000 people last year. Job Description: New York Legal Assistance Group (NYLAG) seeks a Staff Attorney for the Matrimonial Project within its Domestic Violence Law Unit (DVLU). DVLU is an interdisciplinary team of attorneys and paralegals advocating on behalf of survivors of intimate partner violence and sexual assault in New York City. DVLU provides safety planning, advocacy, advice, and representation to survivors in matrimonial and family law matters (including order of protection, custody/visitation, contested divorce, uncontested divorce, child/spousal support proceedings, and related appellate proceedings), and domestic violence-based immigration applications (including VAWA self-petitions, battered spouse waivers, U visa, T visas, adjustment of status, and related applications). DVLU’s Matrimonial Project focuses on providing matrimonial services to low-income survivors of domestic violence including contested and uncontested divorce, ancillary divorce issues (including equitable distribution, maintenance, child/spousal support, custody/visitation, paternity), and order of protection matters. DVLU believes that access to trauma-informed, client-centered representation is crucial for our clients’ paths towards self-determination, safety, and security, and we are seeking a Staff Attorney that shares and models these values. The Staff Attorney will provide safety planning, representation, advice, and advocacy to survivors of domestic/intimate partner violence on contested and uncontested matrimonial matters, ancillary divorce issues (including equitable distribution, maintenance, child/spousal support, custody/visitation, paternity), order of protection matters, and related immigration matters. The Staff Attorney will represent clients before multiple venues including Supreme and Family throughout NYC with a focus on Manhattan. They will also assist survivors in submitting compensation claims based on their victimization. The person in this role will collaborate internally across projects and externally with community-based partners, courts, volunteers, and pro bono attorneys, and will work to expand access to services for communities who face disparate obstacles to accessing assistance. The Staff Attorney reports to the Matrimonial Project Director in DVLU. Duties and Responsibilities: • Provide comprehensive safety planning, as well as representation and consultation to survivors of domestic/intimate partner violence in legal matters including divorce, orders of protection, custody/visitation, support, and equitable distribution in Supreme and Family Courts throughout New York City with a focus on Manhattan;, • Provide representation and consultation in domestic/intimate partner violence-based immigration matters for matrimonial matters;, • Conduct legal screenings, clinics, and outreach, including on-site and in community to expand access to services;, • Attend internal staff meetings and meetings with partner agencies and funders;, • Participate in relevant internal and external coalitions and task forces to advance survivor justice;, • Mentor legal interns, volunteers, and pro bono attorneys;, • Conduct educational seminars, trainings, and outreach to communities, partners, advocates, law students, and others on domestic violence/matrimonial law;, • Administrative duties including updating NYLAG case management systems and maintaining and updating files and case notes, as well as assisting in grant reporting as needed;, • Other duties as needed., • Admission to New York State Bar required;, • 1-4 years of experience working with survivors of intimate partner violence is strongly preferred;, • 1-4 years of legal experience representing clients in family and/or matrimonial law and/or other similar litigation experience is strongly preferred;, • 1-4 years of litigation experience in New York Family and/or Supreme Court is strongly preferred;, • Experience with immigration law, particularly in VAWA self-petitions, battered spouse waivers, and U & T visas, is strongly preferred;, • Fluency in a second language, particularly Spanish or Chinese, is strongly preferred;, • Significant experience working with survivors of trauma, people experiencing poverty, and underserved communities strongly preferred;, • Demonstrated commitment to working with survivors of trauma and advancing gender, racial, and social justice;, • Ability to work collaboratively, communicate effectively, manage multiple tasks, and creatively problem solve;, • Excellent litigation skills;, • Excellent written, oral and analytical skills;, • Excellent organizational skills; and Employment type: ☒ Full-time Professional Level: ☒ Entry Level ☒ Professional Salary Range: NYLAG is a unionized workplace, and salaries are set pursuant to a Collective Bargaining Agreement. The current annual salary range for this position is between $88,265 and $108,800. Benefits: Medical, dental, vision, 401k, life insurance, long term disability, commuter benefits, flexible spending accounts (FSA) for Medical and Dependent care. Application Instructions: Please save resume and cover letter on one pdf. Covid Vaccination Policy: Please note, to safeguard the health and well-being of our employees and clients, NYLAG requires all employees to be fully vaccinated for COVID-19, unless a medical or religious exemption is approved. NYLAG is committed to a hybrid work policy for staff whose work does not require their full-time presence in the office. NYLAG’s current policy is that most staff are required to work in NYLAG’s offices or do other in-person work at least two days each week. This policy is subject to change. Powered by JazzHR 9VZdByYGfK

Job DescriptionOur Company Arch is a Series A financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Role: We are hiring a high-performing Sales Director 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 banks, 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. * Experience closing deals with F1000 clients and Large Enterprise orgs. * 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: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $150K - $230K

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Software Engineering Manager - Canoe Data Products & Labs LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $160,000 - $190,000 base, plus equity (based on NYC, will be adjusted for geo) The Role: We are seeking an experienced and motivated Software Engineering Manager to lead our newly formed Alternative Market Products Lab team responsible for Canoe Labs and Data Products. The ideal candidate will have experience using AI to develop and release application prototypes, demonstrating a strong ability to translate innovative ideas into tangible products. This role is an exciting opportunity to build a team culture and systems focused on rapid innovation, requiring a leader who can foster a collaborative environment, guide a team of talented engineers, and drive the successful execution of projects from concept to deployment. What You’ll Do: • Lead a team of engineers responsible for the development and operation of Canoe Labs and Data Products offerings., • Foster a culture of innovation, collaboration and inclusivity, promoting professional growth and development., • Evangelize AI coding practices across the Product & Engineering organization., • Drive the hiring process to attract top talent., • Collaborate with product management and other stakeholders to define and prioritize technical projects., • Minimum of 8 years of experience with development of SASS data products, • Minimum of 2 years of experience leading teams and managing ICs., • Demonstrated expertise in applying LLMs to achieve breakthrough improvements in development speed and efficiency., • Excellent leadership, communication, and interpersonal skills with geographically distributed teams across multiple time zones., • Ability to work effectively with ambiguous or missing information and adapt quickly in a startup-like environment., • Strong problem-solving skills and a passion for getting involved in both technical details and high-level strategy., • Event-driven, domain-based, microservices architectures using Kafka, • Implementation of robust, scalable applications using a modern MVC framework like PHP/Laravel or Ruby on Rails, • AWS, • Medical, dental, vision benefits, • Flexible PTO, • 401(k), • Flexible work from home policy, • Home office stipend, • Employee Assistance Program, • Gym/Wifi reimbursement, • Education assistance, • 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 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 Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION Pontera is looking for an experienced Senior Advisor Success Manager ("ASM") to join our growing team. You will be responsible for building strong, long-lasting relationships with our partners to help them grow their business on the Pontera platform. Given our unique platform and business model, an ASM is much more than a traditional technology company account manager. The ASM plays a critical role in our partners' paths to successful adoption of the Pontera platform for their businesses. As an ASM you have the hybrid duty of driving near-term revenue by guiding new partners through the initial phase of platform adoption while also developing roadmaps for consistent, long-term partner growth strategies. This is a great opportunity for an experienced candidate to "hit the ground running" by bringing your pre-existing expertise in account management and client relationship management to a growing team where you can have immediate influence and impact. RESPONSIBILITIES • Proactive engagement with partner firms & financial advisors to drive platform adoption and growth., • Serve as a main commercial point of contact for our partners & advisors on behalf of Pontera., • Manage a large pipeline of partners & advisors in a CRM & other tools with significant attention to detail and meticulous data hygiene., • Regular coordination and communication of product feature updates and enhancements and business reviews with partners & advisors, • Stay informed on how industry trends and topics impact the businesses of our partners & advisors to ensure you're conducting credible and relevant engagements.REQUIREMENTS, • Minimum of 3-5 yrs+ of relevant experience in a consultative sales, business development or an external relationship building role, • Significant understanding of the financial services industry & a track record of selling into or managing relationships within the Wealth Management industry, • Superlative verbal and written communication skills, • History of conducting effective client phone outreach and video-conference calls, • Experience executing group demonstrations, webinars or in-person business meetings with clients or prospective clients, • Skilled at drafting professional and persuasive emails, • Experience effectively managing a large pipeline of clients, partners or prospects inside a CRM, • High energy and infectious attitude for delivering elite service to clients, • Demonstrable enthusiasm for continuous learning and professional self-improvement, namely in the area of sales or relationship building skills, • Bachelor's degreeWHAT WE OFFER, • Compensation: Base Salary $80,000 - $95,000 / OTE $110,000 - $125,000, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

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 C funding round brought our total investment to over $170 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 6 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 230+ 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 hiring a VP of Global AML & Sanctions Compliance to lead our global AML and sanctions program, with a core focus on U.S. regulatory obligations. You will serve as the firm's primary liaison with U.S. regulators and oversee the development, implementation, and ongoing refinement of AML strategies across jurisdictions. This role combines direct accountability for the U.S. program with global oversight, ensuring consistent standards, effective governance, and risk-based controls across our international operations. This is a senior-level role ideal for someone with deep AML expertise, strong U.S. regulatory experience, and the ability to lead global programs across diverse jurisdictions. You will be responsible for building and maintaining a gold standard AML and sanctions compliance program – one that sets the benchmark for innovation, rigor, and regulatory excellence across fintech and brokerage. Things You Get To Do: Program Oversight and Strategy • Lead the development and implementation of Alpaca's global AML and sanctions programs, ensuring consistency and effectiveness across U.S. and non-U.S. entities, • Design and maintain global AML/CFT and sanctions policies in line with evolving regulatory expectations and internal risk appetite, • Conduct and update firm-wide AML risk assessments, advise on control design, and drive continuous program improvement, • Support AML and sanctions components of global licensing applications and regulatory filings Regulatory Engagement and Governance • Serve as Alpaca's global lead for AML matters, including direct engagement with U.S. regulators (SEC, FINRA, FinCEN, OFAC, SCB) and coordination with local AMLCOs for other jurisdictions, • Manage regulatory exams, internal audits, and third-party reviews, including preparation, coordination, and remediation, • Participate in internal governance forums and provide reporting and updates on AML-related risks to senior management and risk committees, • Oversee timely and accurate suspicious activity reporting and sanctions screening programs Team Leadership and Regional Coordination • Directly manage regional AML compliance officers and provide leadership across all jurisdictions in which Alpaca operates, • Support hiring, mentoring, and performance management for AML staff globally, • Align regional teams with a centralized AML strategy while enabling jurisdiction-specific implementation as needed, • Promote a culture of compliance, accountability, and collaboration across functions Technology, Data, and Operational Efficiency • Partner with engineering, product, and data teams to implement scalable AML solutions, including transaction monitoring, case management, and sanctions tools, • Champion a data-centric approach to compliance, using analytics to identify trends, monitor effectiveness, and improve operational processes, • Evaluate and, where appropriate, implement AI/ML tools to enhance detection capabilities, reduce false positives, and optimize case reviews, • Establish and maintain dashboards and KPIs to track AML performance and risk exposure What You Bring (Required Qualifications): • 10+ years of AML and financial crime compliance experience, with significant exposure to U.S. regulatory frameworks (BSA, USA PATRIOT Act, OFAC), and global regimes (FATF, EU AMLD, FINTRAC, MAS), • Demonstrated experience engaging with U.S. regulators, including SEC, FINRA, FinCEN, and OFAC, particularly in the context of broker-dealers and securities businesses, • Knowledge of Cross-Border transaction monitoring and reporting to ensure adherence with the Bank Secrecy Act and other international standards, • Must be able to implement a risk assessment standard program for the company to align with relevant regulations and vulnerabilities, • Proven leadership managing regional AML teams with a global oversight scope, • Deep expertise in AML risk frameworks, including customer due diligence, transaction monitoring, sanctions screening, and suspicious activity reporting, • CAMS or CFE certification required; Master's degree in Law, Finance, or related field preferred, • Strong communication and presentation skills, with experience advising senior leadership and engaging with external stakeholders such as law enforcement and regulators, • Experience with fintech, brokerage, crypto, or API-driven platform, • Data-driven mindset; experience implementing analytics or AI/ML solutions to support compliance operations is a strong plusHow We Take Care of You:, • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500 Recruitment Privacy Policy

Job DescriptionAbout NYLAG: Founded in 1990, NYLAG is a leading civil legal services organization combating economic, racial, and social injustice by advocating for people experiencing poverty or in crisis. Our services include comprehensive, free civil legal services, financial empowerment, impact litigation, policy advocacy, and community partnerships. NYLAG exists because wealth should not determine who has access to justice. We aim to disrupt systemic racism by serving individuals and families whose legal and financial crises are often rooted in racial inequality. NYLAG goes to where the need is, providing services in more than 150 community sites (e.g. courts, hospitals, libraries) and on our Mobile Legal Help Center. NYLAG’s staff of over 400 impacted the lives of nearly 129,000 people last year. Job description NYLAG's Financial Empowerment and Advocacy Unit (FEAU) was established in 2009 and serves a wide range of clients. FEAU provides services at NYLAG’s office and community-based intake sites throughout New York City, Long Island, and Westchester, including via our work with the Office of Financial Empowerment, UJA Federation of NY, and the Human Resources Administration. The financial counselor will counsel, coach, educate, and empower low- to moderate-income New Yorkers and their families, with a specific focus on LGBTQ youth experiencing homelessness or at risk of homelessness. This position is part of a programmatic partnership between NYLAG and the Ali Forney Center, aimed at addressing the unique financial challenges faced by LGBTQ youth experiencing housing instability. The financial counselor will provide one-on-one assistance to help clients access formal banking relationships, establish and rebuild credit, organize their finances through budgeting, managing and reducing their debt, establishing savings, securing benefits, and understanding taxes to meet their short- and long-term financial goals. Services will be delivered in a trauma-informed, inclusive, and client-centered manner, tailored to meet the needs of LGBTQ youth in crisis. Duties and Responsibilities Direct services: • Facilitate in-person and virtual one-on-one financial counseling & coaching with low-to-moderate income New Yorkers at a variety of community-based organizations and at partner sites., • Implement retention and engagement strategies to encourage clients to participate in multiple sessions and reach their financial goals., • Lead weekly financial education workshops for youth and other program participants, promoting financial literacy in both individual and group settings., • Develop and organize accessible curriculum and outreach materials (e.g., handouts, flyers) in collaboration with partner sites to support engagement and learning., • Foster and maintain strong and collaborative relationships with staff members and external stakeholders to ensure program success., • Work collaboratively with colleagues, supervisors and other service providers to ensure high quality services., • Must be knowledgeable in working with diverse communities, particularly LGBTQ, Latinx, people of color, and populations with low-income, and must deliver services with cultural humility., • Be comfortable traveling to partner sites to provide support to program participants. Face-to-face in-person service is an essential component of this position., • Ensure data is entered accurately and timely in NYLAG’s case management system and in partner’s system(s), if applicable., • When applicable, participate in the unit’s advocacy work by collaborating on blog posts and other activities to highlight our efforts towards advancing racial equity in the financial counseling field. Preferred Qualifications • Preference will be given to applicants with bilingual ability (written and spoken) in Spanish., • Preference will be given to applicants who have taken the Personal and Consumer Finance course endorsed by the Office of Financial Empowerment., • Ability to teach financial skills in one-on-one or group settings., • Experience working with youth and individuals impacted by trauma, homelessness, or mental health challenges., • Knowledge of social service systems and community resources as they relate to the youth/young adult population Employment type: ☒ Full-time Professional Level: ☒ Professional Salary Range: NYLAG is a unionized workplace, and salaries are set pursuant to a collective bargaining agreement. The current salary range for this position is between $66,700 and $71,225. This role is anticipated to run through June 30, 2026. Benefits: Medical, dental, vision, 401k, life insurance, long term disability, commuter benefits, flexible spending accounts (FSA) for Medical and Dependent care. Application Instructions: Please save resume and cover letter in one pdf. Covid Vaccination Policy: Please note, to safeguard the health and well-being of our employees and clients, NYLAG requires all employees to be fully vaccinated for COVID-19, unless a medical or religious exemption is approved. This position involves working directly with youth and may include interaction with minors. As such, candidates must successfully pass a background check and meet all clearance requirements established by both the partner site and the New York City Department of Youth and Community Development (DYCD). NYLAG is committed to a hybrid work policy for staff whose work does not require their full-time presence in the office. However, please note that this role does require in-person days at various sites. This policy is subject to change. Powered by JazzHR 1CkpmVzEHt

Job Description The Principal Salesforce Administrator is responsible for leading the administration, optimization, and strategic evolution of our Salesforce platform, with a strong focus on revenue operations and enablement. This role is critical to building scalable infrastructure across our go-to-market teams and bringing deep subject matter expertise in Salesforce and CPQ to support end-to-end sales productivity and performance. What does a great Principal Salesforce Administrator do? You are a strategic, hands-on systems expert with strong business acumen and deep Salesforce experience, including expertise in CPQ. You thrive in cross-functional environments, translate complex business requirements into scalable technical solutions, and play a critical role in how we operationalize and measure our GTM strategy. You’re analytical, detail-oriented, and passionate about enabling sales through intelligent systems design. How you will provide meaningful contributions • Act as the primary administrator of Salesforce, owning system configuration, data architecture, and process automation across Sales Cloud and related tools., • Serve as the internal subject matter expert for Salesforce CPQ, managing product catalog, pricing logic, quoting workflows, and renewals., • Partner with RevOps, Sales, Marketing, and Finance teams to improve and automate GTM processes including lead routing, opportunity management, territory assignments, and sales forecasting., • Design and implement scalable workflows, flows, and custom configurations to support evolving business needs., • Develop and maintain high-impact reports and dashboards to enable data-driven decision-making across the sales funnel and customer lifecycle., • Support integration and data flow between Salesforce and other key systems (e.g., ERP, billing, CLM, marketing automation)., • Ensure system governance, security, data integrity, and compliance with change management practices., • 7–10 years of experience administering Salesforce in a B2B environment, with at least 3+ years of hands-on experience with Salesforce CPQ., • Salesforce Administrator Certification (ADM 201) required; Salesforce CPQ Specialist Certification preferred., • Proven experience supporting revenue operations and GTM strategy through scalable Salesforce configuration and automation., • Deep understanding of Salesforce declarative tools (Flows, validation rules, custom objects, approval processes, formula fields)., • Strong problem-solving skills and the ability to manage multiple priorities in a fast-paced environment., • Exceptional communication skills and the ability to work cross-functionally with Sales, Finance, Product, Marketing, and IT stakeholders., • Salesforce CPQ Specialist or Advanced Administrator Certification., • Experience working in high-growth B2B SaaS or recurring revenue environments., • Working knowledge of Apex, SOQL, and Salesforce DevOps or change management best practices., • Experience integrating Salesforce with ERP (e.g., NetSuite), billing platforms (e.g., Zone), and CLM systems (e.g., Ironclad, DocuSign)., • Strong understanding of sales process design, pipeline management, and forecasting best practices. About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. #LI-HJ1

Job Description About Keyrock Since our beginnings in 2017, we've grown to be a leading change-maker in the digital asset space, renowned for our partnerships and innovation. Today, we rock with over 180 team members around the world. Our diverse team hails from 42 nationalities, with backgrounds ranging from DeFi natives to PhDs. Predominantly remote, we have hubs in London, Brussels, Singapore and Paris, and host regular online and offline hangouts to keep the crew tight. We are trading on more than 80 exchanges, and working with a wide array of asset issuers. As a well-established market maker, our distinctive expertise led us to expand rapidly. Today, our services span market making, options trading, high-frequency trading, OTC, and DeFi trading desks. But we’re more than a service provider. We’re an initiator. We're pioneers in adopting the Rust Development language for our algorithmic trading, and champions of its use in the industry. We support the growth of Web3 startups through our Accelerator Program. We upgrade ecosystems by injecting liquidity into promising DeFi, RWA, and NFT protocols. And we push the industry's progress with our research and governance initiatives. At Keyrock, we're not just envisioning the future of digital assets. We're actively building it. Mission statement We are seeking a dynamic and experienced Associate Director, North America Institutional Sales to drive Keyrock’s institutional initiatives in the North America region, focusing on expanding our institutional client base in the digital asset space. Reporting to the Head of Institutional Sales, you will spearhead strategic initiatives with VCs, Asset Managers, Private Wealth and other institutions to grow regional revenues through OTX spot trading, financing and derivative products that include options, futures, and structured products. This role requires deep expertise in sales & trading, financing, digital assets, derivatives, and a proven track record in sales as an Individual Contributor Job description * Sales Strategy & Execution * Implement the sales strategy developed by Keyrock’s Head of Institutional Sales and Chief Commercial Officer for OTC spot, derivatives and structured products, and expand our financing portfolio with institutional clients * Identify and qualify high-value leads based on strategic fit, revenue potential, and market alignment. * Drive end-to-end sales processes, from prospecting to deal closure –supported by our CCO and Head of Institutional Sales– ensuring alignment with Keyrock’s institutional sales objectives. * Client Relationship Management * Build and maintain trusted, long-term relationships with clients by understanding their goals and delivering tailored investment and financing solutions. * Act as the primary point of contact, ensuring seamless communication and high client satisfaction. * Proactively address client challenges, leveraging internal teams to resolve issues and strengthen partnerships. * Product Expansion & Innovation * Collaborate with trading, product, and technology teams to design bespoke solutions involving derivatives and structured products.. * Identify and activate opportunities for cross-selling. * Stay ahead of industry trends, regulatory developments, and blockchain innovations to ensure offerings remain competitive. * Market Analysis & Insights * Develop risk-return models to support strategic recommendations and decision-making. * Provide actionable insights to internal stakeholders to enhance product development and market positioning. * Team Collaboration & Leadership * Work closely with Corporate and Institutional Sales team colleagues to help market and recommend client strategy proposals. * Work closely with cross-functional teams, including structuring, compliance, legal, and engineering, to ensure seamless delivery of investment and financing solutions. * Represent Keyrock at industry events, conferences, and trade shows to enhance brand visibility in the region. Background and experience * 7+ years of experience in institutional sales within financial services, with at least 2+ years in digital assets sales. * Extensive knowledge of OTC sales & trading, financing and derivatives (options, futures, structured products) and blockchain ecosystems. * Proven track record as an Individual Contributor of successfully engaging with VCs, Hedge Funds and/or private wealth, and of closing complex deals. * Strong institutional network in both crypto and traditional finance sectors. * Familiarity with trading concepts, market-making algorithms, and financial analysis tools. * Bachelor’s degree in finance, economics, engineering, or a related field; advanced degrees or certifications (e.g., CFA, FRM) are a plus. * Crypto Enthusiast: Passionate about digital assets, DeFi, and the tokenized economy. * Strategic Thinker: Able to synthesize complex information and align sales strategies with long-term business goals. Competencies & Personality * Collaborative: Thrives in a team-oriented environment, with excellent communication and interpersonal skills. * Results-Driven: Self-motivated, organized, and committed to delivering measurable outcomes. * Adaptable: Comfortable in a fast-paced, entrepreneurial setting with the ability to pivot as markets evolve. Our recruitment philosophy We value self-awareness and powerful communication skills in our recruitment process. We seek fiercely passionate people who understand themselves and their career goals. We're after those with the right skills and a conscious choice to join our field. The perfect fit? A crypto enthusiast who’s driven, collaborative, acts with ownership and delivers solid, scalable outcomes. Our offer * A competitive salary package * Autonomy in your time management thanks to flexible working hours and the opportunity to work remotely * The freedom to create your own entrepreneurial experience by being part of a team of people in search of excellence As an employer we are committed to building a positive and collaborative work environment. We welcome employees of all backgrounds, and hire, reward and promote entirely based on merit and performance. Due to the nature of our business and external requirements, we perform background checks on all potential employees, passing which is a prerequisite to join Keyrock. —----------------------------------------------------------------------------

Job Description EquityMultiple is on a mission to transform real estate investing through technology and bring transformative wealth creation to a broader demographic of investors. We're a 35-person startup headquartered in New York City making waves in the real estate crowdfunding space. Investor Relations Analyst Company: EquityMultiple Department: Investor Relations Reports to: Head of Investor Relations The Role We are seeking a detail-oriented Investor Relations Analyst to serve as the primary point of contact for current investors while managing critical operational functions that support the investor lifecycle. This role combines frontline customer service with behind-the-scenes operations to ensure seamless investor experiences from onboarding through ongoing account management and investment transactions. Working in a fast paced startup, this role will involve significant cross-functional collaboration and direct work with senior management and stakeholders. The Responsibilities Investor Communication & Support • Provide first-line support via web chat, phone, and email for investor inquiries, • Respond to frequently asked questions and general platform inquiries, escalating as needed, • Guide new investors through account creation and setup process, • Verify investor documents and manage KYC/AML compliance requirements, • Maintain accurate investor records and update CRM systems, • Support new offering launches and funding rounds, • Assist investors with capital calls and funding transactions, • Conduct accreditation verification and funding confirmationsThe Qualifications, • Bachelor's degree, • 1-3 years of experience in customer service, operations, or financial services, • Strong written and verbal communication skills, • Proficiency in CRM systems (Salesforce), Microsoft Office Suite, and Google Suite, • Detail-oriented with strong organizational and multitasking abilities, • Ability to work in a fast-paced environment and handle sensitive financial information, • Preferred, • Degree in Finance, Business, or related field, • Experience with investor relations or client services in financial services, • Familiarity with alternative investment platforms, • Experience with Intercom or similar customer service platforms, • Experience with project management software (Asana, Slack, etc.), • Basic understanding of investment products and financial marketsThe Pay and Perks, • Compensation Range: $75,000 – $95,000. Compensation range is approximate and will be based on a candidate's skills, experience, location, and internal equity. EquityMultiple is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit, and business need.

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise., • Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation. About the Role We are looking for an Product Marketing Manager - Options Trading to join the Marketing team. This role will serve as the bridge between moomoo and the options trading community — including key influencers, sophisticated option traders, and high-value clients. You will demonstrate the power of moomoo’s options tools and strategies, collaborate with influencers/product managers/BD team on content, and provide product/market feedback that strengthens our positioning as the platform of choice for options traders. Key Responsibilities • Options Trading Expertise, • Demonstrate and explain advanced strategies (0DTE, credit spreads, iron condors, etc.) to support content and campaigns targeting sophisticated traders., • Use professional trading tools and moomoo’s own analytics to monitor market flows, volatility, and user behaviors., • Collaborate with compliance to ensure all strategy content meets regulatory standards while maintaining clarity and educational value., • Influencer & Client Engagement, • Act as moomoo’s liaison to the options trading community, cultivating relationships with top-tier influencers and content creators., • Co-develop educational and promotional content (live streams, tutorials, webinars, posts) demonstrating platform capabilities through real-market examples., • 3–5+ years of options trading experience in a professional, retail, or educator capacity., • Hands on experience in fintech, brokerage, or financial education., • Bachelor’s degree in Finance, Economics, Marketing, or related field., • Deep understanding of options mechanics, pricing models, the Greeks, and multi-leg strategy construction., • Strong communication and presentation skills, with ability to simplify complex strategies., • Experience working with influencers, clients, or community engagement. Why Join Us At moomoo, you won’t just be joining a team — you’ll be shaping the future of how retail traders experience options. This is a startup-style, entrepreneurial role where your ideas, hustle, and creativity directly influence how we grow and engage the options community. You’ll have the freedom to experiment, the responsibility to lead, and the chance to leave your fingerprint on campaigns, partnerships, and product evolution. If you’re self-driven, passionate about trading, and excited to turn big dreams into real impact, this is your stage. Together, we’ll inspire and empower the next generation of options traders. Benefits What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $110,000-$150,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description INTRODUCTION BRAVO is the partnering of Velocity Architectural and Engineering Services and Bradford Construction Corporation (WBE). The cooperative brings together some of the industry's most distinguished leaders and technical experts, united by their decades of experience modernizing vital infrastructure and iconic facilities throughout the New York metropolitan area. BRAVO delivers value to its clients by offering the full-breadth of architectural, engineering, and construction management services through an efficient organization that is structured to promote attentive client service, responsive project delivery, and quality. Through our offices in New York City and Newark, NJ, BRAVO's family of companies serve public and private clients covering a wide-range of markets, including education, government, transportation, healthcare, industrial, power, and water. WHY BRAVO? At BRAVO, you will find a wealth of opportunities to create the career you've always imagined. We support, encourage, and empower our people by providing an environment where everyone has an opportunity to succeed. BRAVO brings amazing people together to make amazing things happen. We're a diverse collective of thinkers and doers, committed to remaining client-focused, agile, responsive, and accountable to our valued clients and the communities we serve. BRAVO offers excellent benefits including: • 401(k), • ACCIDENT INSURANCE, • COMMUTER BENEFITS, • COMPETITIVE SALARY, • EMPLOYEE ASSISTANCE PROGRAM, • LIFE INSURANCE, • MEDICAL, DENTAL AND VISION INSURANCE, • REIMBURSEMENT OF PROFESSIONAL MEMBERSHIPS AND LICENSES Job Type: Full Time Onsite Monday-Friday (8:30AM-5:15PM) Job Description: BRAVO is seeking a Corporate Controller who is a Certified Public Accountant and will enjoy working in a quick-paced, dynamic environment. This position reports directly to the CFO and will work closely with the Finance & Accounting team. The candidate we are seeking must be a diligent self-starter, highly organized, an excellent communicator, and detail oriented. The candidate will be responsible for oversight of all finance, accounting and reporting activities. Roles & Responsibilities: • Oversee all accounts, ledgers, and reporting systems ensuring compliance with appropriate GAAP standards and regulatory requirements., • Manage fixed asset accounting, prepaid expense and expense accruals., • Coordinate all audit activity., • Work with outside tax consultant to ensure accurate and timely filing of federal, state and local taxes., • Manage month end closing process, including general ledger allocations, journal entries and expense analysis., • Assist project accounting with any necessary reporting or project related analysis., • Certified Public Accountant (CPA) is required; candidates with relevant industry experience who are actively pursuing their license may also be considered., • Strong experience with Work-in-Progress (WIP) analysis., • Experience managing a team., • 10+ years' experience in corporate accounting, with significant exposure (at least 5 years) to the Architecture + Engineering and/or Construction Management fields. Experience working with local public agencies within these sectors is a plus.

Job Description Position Description The Credit Analyst will be part of a larger Fixed Income team with responsibilities including, but not limited to, the following: • Conduct fundamental credit analysis of both Investment grade corporate issuers and municipal issuers using self-created dynamic modeling tools that can respond to both credit and macro driven events., • Assign & maintain internal credit ratings and monitor issuer fundamentals, ratings changes, and macroeconomic trends. Assign periodic industry/sector outlooks to both corporate and municipal sectors., • Conduct portfolio analysis for prospective and current clients., • Work closely portfolio managers, effectively communicating credit risk assessments and analysis to support the portfolio manager’s investment decisions. Providing on-going surveillance of credit exposure, staying abreast of all issuer updates, and relying relevant information to the team., • Partner with Firm’s Economist, wealth and client advisors to support new business efforts and maintain strong client relationships., • Help to ensure portfolios adhere to internal investment guidelines, client mandates, and applicable regulatory frameworks., • Bachelor’s degree in Finance, Economics, Accounting, or a related field; advanced degree (MBA, MPA) or CFA designation a plus., • 3-5 years of experience in credit analysis preferably within a wealth management, investment advisory, asset management environment or ratings agency environment., • Strong understanding of investment grade corporate structures, municipal bond structures and preferred securities., • Ability to work independently and collaboratively in a client-centric, performance-driven culture., • Excellent analytical, communication and presentation skills. We offer a competitive and comprehensive compensation and benefits package that is based on, among other things, your overall performance and contributions to the firm. The salary range for this job is $115,000 to $135,000. Base salaries are determined based on a wide variety of factors including but not limited to years of relevant experience, education and other qualifying factors like additional accreditations. Base salary does not include others forms of compensation and benefits including medical and dental coverage, disability and life insurance, 401(k) plan (and company match on contributions made) and accrued paid time (which may vary based on role and tenure). Powered by JazzHR kETiZA8mYs

Job DescriptionSalary: About Uphold A fast-growing fintech company, Uphold is pursuing a mission to accelerate access to blockchain technologies for people and companies worldwide. Founded in 2014, Uphold has millions of customers in over 150 countries and executes billions of dollars of crypto and fiat transactions a year. A bridge between old and new money systems, Upholds consumer offering is crypto-enabled neo-bank, allowing consumers ways to manage their daily finances with debit cards, direct deposit, high interest savings, crypto and precious metals trading, and many more features. We expose these through our APIs to businesses and institutions who can enable them to their customers for a seamless bridge between on-chain and traditional finance. If this sounds interesting and challenging, we want to hear from you! Apply here! The opportunity Uphold is seeking a LeadProduct Manager Trading Systems and Infrastructureto lead the strategy and execution of our core crypto trading infrastructure and capabilities. This leadership role will own the roadmap for high-value trading infrastructure and APIs that serve hedge funds, sovereign wealth funds, family offices, crypto-native organizations, and other sophisticated market participants. This role will define, deliver, and continuously evolve our suite of advanced trading products and technologies. It will also be responsible for building reliable, performant, and secure systems that support complex trading strategies and operational needs. This includes oversight of our position management, real-time execution workflows, and API platforms to expose those capabilities. You will report to a senior product leader and work cross-functionally with global stakeholders, collaborating closely with engineering, compliance, sales, and relationship management teams to ensure the offering aligns with client needs and market demands. This is a highly strategic and technical role, requiring familiarity with both institutional finance and crypto infrastructure. The ideal candidate will have a strong background in building advanced trading products for top trading firms, with proven experience delivering performant, secure, and reliable systems that support sophisticated trading strategies. They should bring deep expertise in real-time execution workflows, institutional trading interfaces, and API platforms, coupled with a sharp understanding of the operational and technical demands of professional traders. A track record of leading complex product initiatives from concept through launchwhile continuously evolving features to meet the dynamic needs of institutional clientsis essential. This is a hybrid role based in New York City, with an expectation of in-office presence weekly. Key responsibilities • Own the product roadmap for trading features, including trading UI, APIs, and account services., • Develop and iterate on product capabilities tailored to the workflows of trading systems, institutional clients and crypto-native funds., • Gather insights from clients, relationship managers, and market trends to inform prioritization and feature design., • Work closely with engineering to design high-performance, low-latency trading systems and developer-facing APIs., • Collaborate with compliance, risk, and operations teams to meet regulatory requirements and ensure platform resilience., • Define success metrics and use data to guide product iterations and improvements., • Manage trade-offs across usability, functionality, compliance, and technical feasibility. Required qualifications • 5+ years of product management or related experience, with direct exposure to institutional trading platforms or crypto market infrastructure., • Hands-on experience with enterprise SaaS platforms, security services, or developer-focused products., • Deep understanding of trading environments, including order execution, custody, reporting, and integration., • Strong analytical, communication, and stakeholder management skills., • Bachelors degree in Computer Science, Engineering, Finance, or a related field, or equivalent hands-on experience., • 4+ years experience in regulated industries, especially financial services or cryptocurrency markets., • Ability to work effectively with global teams across time zones., • Self-starter with a strong sense of ownership and comfort with asynchronous work styles., • Fluent in using LLMs and AI tools to accelerate your daily work., • Ability to travel globally as needed. Preferred skills • Familiarity with FIX, REST, and WebSocket APIs used for trading and settlement in institutional settings., • Experience working on prime brokerage, OTC, or custody integrations., • Background in electronic trading, market structure, or liquidity provisioning., • Knowledge of crypto-native market participants and their infrastructure needs (e.g. DAOs, crypto hedge funds, liquidity providers). What we have to offer you An amazing work environment in a company that continues to grow, driven by extraordinary and passionate people who keep up innovating and challenging more each day. An international team, in a cutting-edge field, working on the most fascinating Projects. Growth and career opportunities, and the chance to be proactive and creative. A flexible and enthusiastic work environment that offers you snacks, a lot of coffee, and other great benefits. Interesting events that keep you connected with the team and celebrate our success. Foodie culture, lunch provided for all in office employees along with an assortment of complimentary snacks and beverages. Salary: $115,000 - 145,000 DOE + Bonus + Benefits, Unlimited PTO, 401K EEOC Employer We're proud to be an Equal Opportunity Employer and we celebrate our employees' differences, including race, color, religion, gender identity, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, disability, and any other protected classes. Difference makes us better.

Job Description About the Role The Senior Account Executive will formulate and execute a strategy to enhance business growth. This role works in partnership with Marketing, Sales Engineering, Product and Account Management, therefore cross-company engagement and orchestration is critical. The candidate will be a high-impact individual capable of driving outstanding business results & first-class sales results. This position is responsible to drive new Digital Wealth business acquisition through direct channels, including cross-sell and up-sell programs to meet the growth objectives of the company. The candidate will possess skills and experience with strong emphasis on lead generation and pipeline creation, along with prospect nurturing, lead prioritization and reporting used to refine marketing programs. The ideal candidate’s disposition is results-driven but with a focus on building relationships and developing to continually improve sales performance. This role is fully responsible for generating revenue and achieving individual sales quota. Develops sales strategy and implements plans for the assigned accounts to achieve sales objectives. What does a great Senior Account Executive do? A great Senior Account Executive is a product sales expert working towards a broader knowledge of the complete enterprise value proposition. They are responsible for promoting and selling Digital Wealth to potential clients and existing clients. A strong Senior Account Executive builds and maintains key relationships with leaders across various areas of the organization, build pipeline, and closes deals. How you will provide meaningful contributions: • Create forecasts and develop a predictable funnel of sales qualified leads that ultimately result in revenue., • Build and close a pipeline of Digital Wealth business to drive new recurring revenue across InvestCloud’s solution set for both existing clients and new prospects in North America., • Execute sales strategies that represent best in class enterprise SAAS sales skillsets., • Ensure adherence to InvestCloud internal processes to close quality deals approved by product, delivery, infrastructure and support, finance and legal through PIM and Deal Desk processes., • Contribute as sales process participant per the 3x3 persona coverage approach and contribute to product roadmap planning through product road mapping process., • Assist with internal escalations on behalf of sales team and clients as needed., • Demonstrate prospecting, pipeline and activity objectives and monitoring via regular business reviews and Hubspot., • Provide weekly forecasting through Hubspot., • Deal Submission for Product, delivery and infrastructure approval: PIM and deal submission for finance and legal signoff: Deal Hub., • Contribute as determined by leadership to sales team trainings and deal reviews., • 5-10 years of consultative solution selling sales experience within financial technology., • Sold approximately $1M+ ACV deals., • Track record of meeting and or exceeding yearly quota., • Target close rate of 30% annually., • Deep understanding of a Financial Advisor’s day to day business activities and pain points., • Deep understanding of Financial Services industry including RIAs, RIA Aggregators, Independent Broker Dealers, and Banks., • Ability to establish C-level and executive relationships., • Experience selling against wealth management competitors (Internal IT, Envestnet, SS&C). Other Demonstrated Attributes: Competitive, risk-taking, accountable, adaptable, teamwork-oriented, motivated, results-oriented, solution oriented, driven to succeed. Preferred Skills / Experience • Prior sales experience selling Wealth / Asset Management technology to tier 1 firms., • Bachelor’s degree (B.A) from a four-year college or university; or equivalent combination of education and experience., • Excellent verbal and written communication skills; capable of building strong working relationships across all levels of the company, including field teams. InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity InvestCloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. #LI-BH1

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About the Role As Senior Director of Crypto Compliance, you will serve as the architect of our compliance vision—embedding trust at the core of everything we build. You’ll lead the intersection of crypto innovation and regulatory clarity, ensuring our firm not only meets today’s standards, but helps define tomorrow’s while ensuring adherence to U.S. securities laws (SEC, FINRA, NFA, CFTC) and applicable crypto-specific guidelines. You will help navigate evolving regulatory landscapes related to digital assets while establishing a robust compliance culture across the organization. This role is critical in maintaining the firm’s state registrations, preventing regulatory risk, and safeguarding client trust. Requirements Key Responsibilities • Regulatory Oversight & Licensing, • Maintain the firm’s compliance with SEC, FINRA, NFA, and CFTC rules applicable to registered broker-dealers and crypto firms., • Monitor and interpret regulatory changes related to crypto assets, tokens, stablecoins, and blockchain technologies., • Ensure ongoing compliance with NYDFS regulatory requirements applicable to Limited Purpose Trust Companies, including capital requirements, audit readiness, asset safeguarding, and regulatory reporting., • Compliance Program Management, • Own the strategic design and ongoing evolution of the firm’s supervisory and governance frameworks, ensuring they scale with emerging products (including staking and stablecoin offerings), market expansion, and regulatory complexity., • Serve as the firm’s regulatory ambassador—anticipating examination priorities, maintaining audit readiness, and fostering trusted relationships with federal and state regulators., • Coordinate and manage responses to regulatory inquiries, audits, or examinations., • Crypto-Specific Governance, • Evaluate the classification of digital assets, including staking products and stablecoins, under securities law., • Implement AML/KYC policies aligned with crypto trading, staking, and custody risks., • Oversee the implementation of real-time transaction monitoring tools (e.g., NTS, Chainalysis, NotaBene)., • Establish incident response protocols for hacks, theft, or protocol exploits., • Training & Risk Mitigation, • Set strategic training vision and oversee the design and delivery of enterprise-wide compliance programs, tailored to emerging crypto risks such as staking and stablecoin-related activities., • Oversee enterprise-level risk investigations, integrating findings into broader operational and strategic risk controls., • Cross-Functional Collaboration, • Act as a strategic partner to product, engineering, and executive leadership—enabling innovative crypto offerings while maintaining regulatory integrity., • Collaborate with engineering and security teams to review wallet architecture, data retention policies, and private key management frameworks., • Act as the primary point of contact for regulators, auditors, and compliance vendors., • Work closely with business teams to provide proactive, business-friendly compliance guidance in support of growth initiatives. Qualifications • FINRA Series 7, 24, and 63 (required)., • 7+ years of compliance experience in a registered broker-dealer environment; experience with crypto/digital assets, staking products, and stablecoins strongly preferred., • Deep knowledge of securities laws (’33 Act, ’34 Act), FINRA Rulebook, AML regulations (BSA/Patriot Act), and all applicable crypto regulations., • Familiarity with digital asset custodians, crypto trading platforms, blockchain analytics tools, DeFi ecosystems, and staking models., • Proven track record of managing complex regulatory engagements, including examinations, enforcement negotiations, and proactive disclosure strategies., • Demonstrated ability to learn quickly, adapt to emerging business needs, and provide proactive, business-friendly compliance solutions., • Strong project management, analytical, and communication skills. Preferred Attributes • Knowledge of CEXs, custody service providers, staking businesses, and stablecoin frameworks., • Prior experience with Reg ATS, Reg D token offerings, as well as with international crypto compliance frameworks, including MiCA, VASP registrations (EU, UK), and APAC regulatory coordination., • Deep expertise in New York State crypto regulatory regimes, including BitLicense and Limited Purpose Trust Company frameworks. What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description Harlem Children’s Zone (HCZ) — a world-renowned education and poverty-fighting organization based in New York — seeks enthusiastic, dedicated, and mission-aligned Financial Literacy Coordinator to join our Wealth Builds team. Wealth Builds is an innovative effort to eliminate the racial wealth gap through nine evidence-based pillars beginning in Harlem and ultimately expanding to up to 10 cities nationwide. Our theory of action is that cradle-to-career services plus capital lead to social and economic mobility. Through Wealth Builds, we are providing financial education and infusions of capital, with the goal of increasing social, financial, and human capital, ultimately generating wealth for our youth. We are seeking a committed and organized Coordinator to support the Financial Literacy pillar. This role will sit on the Wealth Builds team, a high-priority strategic initiative at HCZ focused on creating pathways to social and economic mobility. The coordinator will possess excellent project management, organization, and prioritization, and written and verbal communication skills. The successful candidate will be a strong collaborator who thrives in a dynamic, fast-paced, and highly team-oriented environment. This Coordinator will be primarily responsible for assisting the Director of Financial Education and the Assistant Director of Financial Education in the execution of the socialization and data strategy of the initiative. For more information, check out Want to Work at Harlem Children's Zone? Here's 7 Things You Need to Know. Requirements • Bachelor’s Degree, • 1+ Years of experience planning and executing financial literacy workshops (preferably with K-12 youth), • 2+ Years of project management experience Who you are • Bachelor’s degree, • Excellent project management skills, • Strong organizational, planning, collaboration, and communication skills, • Demonstrated ability to multitask while maintaining attention to detail and to do so as part of a team in a collaborative, fast-paced environment, • Must be a self-starter and take initiative, highly proactive, and self-disciplined, • Possess an understanding of underserved communities and are willing to work closely with youth and families What you'll do • Support the smooth and efficient execution of program operations under the management of the Director of Financial Education and the Assistant Director of Financial Education., • Manages event planning and workshops to complement integrated K-12 curriculum (e.g., guest speakers, community/parent engagements), • Visit and be a liaison between the site and the educator to ensure the after-school financial literacy program runs fluidly, • Programming Experience, • Collaborates with PA, Afterschool, and Zone leadership to execute events (with support from the AD), • Supports the smooth operation of the Wealth Builds Investment Club, • Manages a library of resources to support Financial Literacy Schedule • Monday – Friday, • 9 am – 5 pm (flexibility required as participation will be required for occasional evening events) As a member of the Harlem Children's Zone team, you will join a supportive and inclusive community dedicated to helping children, families — and our staff — thrive. We offer highly competitive salaries, a comprehensive benefits package, and opportunities for growth. Our exceptional full-time benefits include: • Highly competitive base salaries, • Paid time off, • Employee referral bonus, • Career Advancement, • No-cost health insurance!, • Life Insurance, • Short-and long-term disability, • Additional voluntary benefits, • Wellness discounts, • Commuter benefits, • Financial wellness perks, • Additional Benefits (Discounts on flights, hotels, theme parks, concert tickets, and more.) The annual salary range for this position is $60,000-$75,000 per year, with a comprehensive benefits package including employer-covered health insurance. To be considered, interested applicants should apply directly through the posting at . No telephone inquiries or recruiters, please. Replies will only be sent to qualified applicants. HCZ is an EOE.

Job Description Elevate Your Real Estate Career with RE/MAX Edge! Are you ready to take your real estate career to new heights? At RE/MAX Edge, we're expanding rapidly and seeking dynamic agents eager to capitalize on a wealth of opportunities. Our cutting-edge systems are generating more leads than ever, and we're excited to share them with driven professionals like you. With our advanced technology and proven lead generation tools, you'll have everything you need to close more deals and grow your business. Why Choose RE/MAX Edge? • Abundant Quality Leads: Focus on what you do best—selling—while we provide you with high-quality prospects., • Comprehensive Support: Benefit from top-tier training and marketing assistance from our dedicated coaches and leadership team., • Reduced Administrative Burden: Let us handle the paperwork, so you can concentrate on building client relationships., • Full Tech Suite: Access a complete set of tools to streamline your workflow., • Robust Training: Master lead conversion techniques, regardless of your previous experience. Ideal Candidates: • Self-Motivated Go-Getters: We seek agents ready to harness the power of great leads., • Client-Centric Professionals: If you thrive on helping others, you'll fit right in., • Collaborative Team Players: Join a supportive environment where we uplift each other. Your Role at RE/MAX Edge: • Maximize lead follow-up to seize every opportunity., • Collaborate with buyers and sellers to achieve their real estate goals., • Host open houses to showcase listings and connect with potential clients., • Ensure seamless transactions from initiation to completion., • Expand your business through exceptional service and proactive outreach., • Leverage your market expertise to guide clients and address inquiries. Qualifications: • Sales experience is advantageous but not mandatory., • Proficiency with technology and online platforms., • Excellent communication and relationship-building abilities., • A motivated mindset with a focus on achieving results., • Strong organizational and time management skills., • An active real estate license is required. Join a forward-thinking team that never slows down. RE/MAX Edge is thriving across all markets, and we're eager to welcome agents ready to grow alongside us. If you're ready to seize this opportunity, apply now and let's start the conversation. Job Type: Full-time Pay: $48,226.91 - $196,492.21 per year Benefits: Flexible schedule Schedule: Monday to Friday Self-determined schedule Weekend availability Supplemental pay types: Bonus pay Commission pay

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Product Manager LOCATION: Hybrid in New York or Jacksonville strongly preferred, or remote within the US SALARY: $120,000 - $155,000 (based on NYC, will be adjusted for geo) The Role: We’re building the intelligence platform for private markets. As a Product Manager, you’ll own the “why” and “what”—defining the product roadmap, working directly with limited partners (LPs), and translating insight into impact. You’ll partner closely with Product Owners and Engineers to turn deep client understanding into real outcomes. This is an ideal role for someone who already understands LPs—perhaps from relationship management, client success, investor services, or operations—and wants to step into product leadership. We’ll teach you product if you bring hunger, clarity, and client obsession. What You’ll Do: • Own product strategy for a defined area of the platform., • Translate LP workflows, pain points, and feedback into clear product direction., • Partner with Product Owners to define and deliver high-impact solutions., • Conduct user interviews, analyze usage patterns, and distill signal from noise., • Define success metrics and help the team measure progress against business outcomes., • Operate as the voice of the client inside the product org—and the voice of the product to the client. What We’re Looking For: • 3–6 years in a product, client-facing, or operational role supporting LPs, investor services, IR, or private markets tech., • Deep empathy for LP workflows and the ability to explain what they value and why., • Strong communication and writing skills—clarity is non-negotiable., • Intellectual curiosity, a bias for action, and a desire to help build something great., • Willingness to learn product craft and grow fast—we’ll support you if you show up. Preferred: • Experience in JIRA/Confluence or other product collaboration tools., • Exposure to B2B SaaS, fintech, or data products., • Familiarity with LP document workflows (capital calls, SOIs, audited financials, etc.). 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, • 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 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 Tacombi is looking for a Director of Digital & E-commerce to join our team! Tacombi is seeking a Director of Digital & E-commerce to develop and lead our digital strategy. The right candidate is an experienced digital leader and true omni-channel thinker, who is comfortable balancing tactical execution and strategic leadership. This candidate has experience with foodservice delivery platforms, including owned and third party, and a track record of optimization. This leader will be capable of launching our CPG DTC business, and is an expert in digital marketing (including SEM), paid social, report development, agency management and team building. This leader will have the ability to recruit and manage top talent in the digital space. Your responsibilities will include: * Build 2022 and 3-year strategic plans, inclusive of off-premises, DTC and retailers. * Plan through capital needs of individual plan components, inclusive of a new Tacombi App, a Customer Relationship Management (CRM) plan, a DTC site, etc. * Identify growth opportunities, do budgetary and campaign planning, manage subsequent execution. * Help Tacombi.com reach its business objectives by leveraging SEM, SEO, affiliate, re-marketing, direct mail, paid social and other innovative mediums. * Grow Tacombi.com * Acquire new customers for Tacombi.com and convert users of 3P Apps to owned channels, increasing the percent of owned v. 3P * Improve the experience for customers using Tacombi.com and our app. Develop quantitative ways of measuring consumer satisfaction before and after changes. * Gather and leverage data fromtakumi.com and our app to drive business decisions. * Leverage data to gain leadership buy-in. * Develop a plan for to complete a better on the customer relationship and enhance the customer experience through digital transactions * Developing at the table system that enhances the customer experience, leveraging QR * codes or other * Work with cross functional partners in Taqueria operations and marketing to test other * points of digital connection with customers * Develop, build and manage Tacombi’s e-commerce and digital infrastructure and strategy to drive a seamless consumer experience. * Launch Vista Hermosa DTC site with retail products and unique to DTC innovation * Launch and manage Amazon business for Vista Hermosa * Launch DTC offering for Tacombi.com, potentially leveraging our Taquerias for fulfillment * Lead strategy and execution of all brand paid advertising on search and social platforms, including Facebook, Instagram, YouTube, and search engines. * Full P&L responsibility, including budget, hitting sales targets and maintaining bottom line targets. * Lead email marketing and customer lifecycle programs, including subscription acquisition, retention/reactivation programs and loyalty building communications across all digital channels. * Support creative production and planning with our internal brand and design teams by providing a constant feedback loop on performance and collaborating on new ideas to iterate and text messaging * Ensure proper collaboration between IT, Marketing, Creative and other cross-functional teams to deliver on eCommerce and Digital sales and performance objectives You should have: * An In-depth understanding of e-Commerce business models and how to drive e-commerce sales through innovative, effective and cost-efficient marketing/merchandising programs and strategies * Experience selecting and managing vendor partnerships * A consumer-centric mindset—you’ll learn the Tacombi consumer and make decisions through that lens * Proven ability to develop strategic plans independently while enlisting support cross-functionally * A partnership mentality—to work closely with marketing, design, sale sales and finance * Entrepreneurial and creative solution oriented mindset, with the ability to flex and help marketing and sales partners * You are: * Driven to make your work and the output of your team better each day * A self-starter with an entrepreneurial spirit, who is hungry for wins * An entrepreneur who takes ownership for results and how those results are achieved * A high achiever who is constantly striving to step up your game and learn new skills * One who takes initiative and demonstrates resourcefulness as a self-starter * Adaptable and ready for anything that comes your way; possessing strong critical thinking skills * Comfortable in a fast-paced environment where change is a constant * Driven, analytical and detail oriented * Passionate about collaborating cross-functionally to drive business change, even when it’s difficult * Flexible with ability to shift as priorities do * An “always on” sense of urgency; must be able and willing to work flexible hours and tackle needs as they arise * Genuine in your desire to help build bridges to Mexico, committing to authentically sharing the tradition and history of Mexico through great cuisine and hospitality. Why Tacombi: * We strive to build a culture driven by our values. * Adventure: You welcome the unknown and thrive in a growing environment * Fellowship: You love working with a team in service of one another and the community * Resourcefulness: You think creatively and get more done with less! * We care about our team members' health, wealth, and overall well-being. * Medical, dental and vision benefits for all full time employees * HSA/FSA available for pre-tax healthcare expenses * Retirement savings via a 401K * Pre-tax commuter benefits * We know that your quality of life matters. * Sick days * 10 company holidays * Vacation * While we ask all employees to join us in the HQ office (The Oficina), we allow for flexibility to match your working style and needs. * We want you to grow with us. * If you can help us find Tacombi talent, we’ll show our appreciation and reward you with a referral bonus. * Build your future along with ours. We invest in training and development to support team growth. * We love tacos. * Sharing authentic Mexican taco culture means knowing it. Eat tacos every day, on us!

Job DescriptionOur Company Arch is a Series A financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. About the Role We are seeking a Senior Client Implementation Specialist to lead the onboarding and success of our most strategic, high-value enterprise clients. You will own the end-to-end implementation process for large and complex RIA firms, independent wealth managers, and multi-family offices, acting as a trusted advisor and project manager to drive successful outcomes. Your role will be critical to shaping the client experience and driving long-term adoption of Arch's platform. This is a senior-level, client-facing role where you'll work with sophisticated advisory organizations that have complex operational requirements, multiple stakeholders, and high expectations for service delivery. You'll need to demonstrate strategic thinking, executive presence, and the ability to navigate organizational complexities while delivering exceptional results. As a seasoned professional, you'll be expected to operate with significant autonomy, mentor junior team members, and contribute to the strategic direction of our enterprise onboarding processes. You'll also play a key role in product feedback loops and process innovation—balancing independent execution with cross-functional leadership and team development. What You'll Do: Account Onboarding * Own the onboarding journey for large, high-complexity RIA firms and wealth management organizations from kickoff through go-live * Develop and implement tailored onboarding plans with clearly defined milestones, timelines, roles, and success metrics for enterprise-scale implementations * Serve as the primary point of contact, coordinating across internal teams and external stakeholders to meet ambitious onboarding goals * Lead onboarding calls, data discovery sessions, and technical setup discussions with clients * Work with RIA firms to organize and onboard extensive investment portfolios and client data, maintaining consistent communication every step of the way * Communicate with fund managers and custodians on behalf of clients to receive and reconcile investment and account information * Over time, take on the most complex clients and implementation challenges with increased autonomy and strategic responsibility Data Collection and Quality * Process and monitor large volumes of account information, including updates from clients, funds, and custodial systems * Monitor client accounts for data quality issues and promptly address any discrepancies across multiple portfolios and data sources * Coordinate complex data migrations and system integrations for enterprise-level, RIA implementations Education and Relationship Management * Deliver comprehensive training to client teams across multiple departments to ensure high levels of adoption, engagement, and self-sufficiency post-implementation * Support ongoing adoption through strategic communication, guidance, and executive-level check-ins * Mentor less-experienced implementation specialists and contribute to team knowledge sharing and best practices Communication and Relationship Building * Conduct regular check-in meetings with clients during the onboarding process to assess their needs and satisfaction across organizational levels * Build rapport with clients from operations teams to C-suite executives and ensure a white-glove onboarding experience * Maintain comprehensive client records and notes in our CRM system to ensure continuity across complex organizational structures What We're Looking For * 4–6+ years of experience in client onboarding, implementation, or customer success—ideally in financial technology, SaaS, or financial services with enterprise clients * Proven track record managing large, complex client implementations with multiple stakeholders and workstreams * Excellent project management skills; ability to manage timelines, set expectations, and drive accountability across complex organizations * Strong interpersonal and communication skills; ability to distill complex topics for diverse audiences from operations to executive level * Detail-oriented with a bias toward action and a client-first mindset * Leadership qualities and ability to mentor junior team members Bonus Points If You: * Have experience in wealth management, RIA operations, alternative investments, or fund administration * Are familiar with RIA-specific concepts like fee billing, performance reporting, compliance requirements, and regulatory reporting * Have worked with consolidated reporting systems (such as Addepar, BD, Orion, etc.) * Have experience with capital calls, IRRs, recallable distributions, and K-1s * Have experience working with CRM systems, project management tools, and/or SQL * Thrive in high-growth, fast-paced environments and enjoy wearing multiple hats * Have experience with enterprise software implementations or large-scale system integrations. A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $115K - $130K

Job Description EquityMultiple is on a mission to transform real estate investing through technology and bring transformative wealth creation to a broader demographic of investors. We're a 35-person startup headquartered in New York City making waves in the real estate crowdfunding space. The Company: EquityMultiple's mission is to guide investors toward a stronger, more diversified portfolio. Through our seamless digital platform, EquityMultiple provides accredited investors streamlined access to curated commercial real estate private equity and private credit investments, democratizing exposure to an asset class historically out of reach for most investors. Founded in 2015, EquityMultiple has completed 250 transactions totaling over $21 billion in total capitalization across 142 markets nationwide. For more information, please visit . The Role: We are seeking an experienced Controller to join our growing team. The Controller will oversee and scale our accounting, financial operations, and reporting functions for the company and its investment entities. Reporting to the CFO, this role will work closely with senior leadership on all aspects of financial management, including budgeting, treasury, compliance and strategy. Functions include managing and establishing relationships with third-party accountants/auditors, preparing corporate, investment entity-level and consolidated financial statements, implementing accounting processes and procedures, expense management, and assisting with corporate planning and annual budgeting. This position offers the chance to shape the accounting team from the ground up, with ample room for career advancement. The Responsibilities: Financial Reporting & Compliance • Lead financial reporting, accounting, budgeting, tax compliance, and cash management for the company and investment entities, • Prepare monthly, quarterly and annual financial reports in compliance with GAAP and regulatory requirements, • Supervise accounts payable, accounts receivable, payroll, expenses, and revenue recognition, • Manage reporting and audit processes for investment vehicles alongside fund administrators and external auditors, • Refine and enforce internal controls policies to ensure accuracy and regulatory compliance, • Collaborate with senior management on strategic financial planning to drive operational improvement, • Prepare and deliver financial reports for investors, including tracking capital calls, distributions, and performance metrics for real estate investment vehicles, • 5+ years of experience in accounting and financial reporting, • CPA or CMA, • 2+ years of management or supervisory experience on an accounting or finance team, • Fluency in accounting systems and systems implementation, • Exceptional financial modeling skills, • Experience with RIA or investment manager preferred, • Compensation Range: $140,000-160,000. Compensation range is approximate and will be based on a candidate's skills, experience, location, and internal equity., • Competitive benefits package that includes healthcare, 401k matching, unlimited paid time off, wellness benefits, and more. About Us EquityMultiple is a commercial real estate investment and technology firm whose mission is to build investor wealth through streamlined access to diverse real estate investment products. To date, EquityMultiple's investors have participated in over $4 billion in commercial real estate transactions through its online investing platform. The firm pairs innovative technology with real estate experience and industry-leading investor services to offer an unparalleled investing experience. For more information, please visit . EquityMultiple is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit, and business need.

Job Description Who We Are: Click Therapeutics, Inc., develops, validates, and commercializes software as prescription medical treatments for people with unmet medical needs. As a leading innovator of Digital Therapeutics™, Click delivers accessible, clinically proven, FDA-regulated prescription treatments to the smartphone in your hand. Click's treatments are defined by a commitment to applying technical and scientific rigor and patient-centric design to the development process. This results in uniquely engaging experiences that achieve compelling clinical outcomes for patients seeking new treatment options. Click Therapeutics continuously expands and refines its platform with novel cognitive, behavioral and neuromodulatory mechanisms of action and advanced data-driven tools such as artificial intelligence and machine learning. The digital therapeutics under development on Click's platform address diverse areas of therapeutic need, including indications in psychiatry, neurology, oncology, immunology, and cardiometabolic diseases. Consistently named a best place to work, Click fosters an inclusive, diverse workforce of innovators, clinicians, scientists, researchers, designers, technologists, engineers and more, united in a common mission to provide patients everywhere access to safe and effective prescription digital therapeutics. For more information, visit and connect with us on LinkedIn. About the Role: We are looking for a Senior Product Manager who is confident in their ability to understand the needs of the users of our products and transform that understanding into engaging solutions to their problems. Click's software and technology is pioneering in health care which requires the product managers at Click to collaborate with multiple experts such as clinicians, scientists, product designers, software engineers, market researchers and data scientists. The Senior Product Manager will be focused on delivering our pipeline products through clinical trials and to market. This position is based out of Click's headquarters located in Tribeca, NYC, at the center of one of the fastest-growing digital health communities. We have a hybrid working model that consists of at least 3 days in office each week. Responsibilities: • Work in collaboration with scientific, business, and engineering leaders to rapidly define and develop features that deliver therapeutic value to our patients & our partners., • Understand scientific concepts and identify opportunities to translate ideas into testable, scalable products and prototypes., • Deeply understand and synthesize the complexities of the healthcare environment including regulations, existing clinical workflows, and patient journeys into high potential product opportunities., • Facilitate workshops with external business partners to gather requirements, drive consensus, and clarify strategic direction., • Translate requirements into clear user stories that can be efficiently communicated to the development team to deliver into working software., • Work closely with the development team, acting as a key driver for Agile ceremonies such as Stand up, Retrospective, Sprint Planning & Sprint Reviews., • Manage timelines and a product roadmap to organize timely feature releases and minimize release delays., • Drive effective teamwork, communication, collaboration and commitment across multiple departments., • 2-5+ years of experience working as a Product Owner or Product Manager in an Agile and/or SCRUM environment for mobile products., • Experience in bringing a software product to market, or managing a major release for a live product., • Experience working on cross-functional teams to deliver software applications., • Excellent verbal and written communication skills, demonstrated through the creation of strong presentation materials, product requirements documents & user stories., • Strong facilitation skills, with experience in managing the requests & expectations of multiple stakeholders and upper management., • Strong technical leadership, project management, analytical problem solving, business analysis, and troubleshooting skills., • Experience with systems design and/or foundational coding concepts., • Experience translating technical concepts and solutions to non-technical and executive audiences., • Experience conducting user research through both qualitative and quantitative methods., • Individuals who are fluent in speaking, writing and reading in Japanese are strongly preferred., • Background or previous experience in neuroscience, psychiatry, psychology, behavior change, digital health or a related field., • Experience in consulting or client services., • Experience in Cultural Change/Digital Transformation projects., • Experience conducting clinical research. The base salary range for this position is between: $125,000 - $175,000. The final base salary will be dependent upon skills, experience and location. In addition to the base salary, Click Therapeutics offers an annual performance-based cash bonus and a generous equity package. Benefits: The role includes great benefits and is an excellent wealth-building opportunity at a fast-growing pre-IPO company in a nascent and extremely exciting space. Competitive Salary with Annual Review | Cash Bonus | Stock Options | 5% 401(k) matching | Medical | Dental | Vision | Life Insurance | Voluntary Benefits | Unlimited PTO | Uber One | Nectar Rewards | One Medical | Fertility Support | Fitness Reimbursement | Bike Membership | Professional Development Stipend | DoorDash and Catered Lunches | Parent Benefits | LinkedIn Learning | Gemini Enterprise Stack | Industrious Workspaces | Commuter Subsidies | Flexible Work Arrangement | Choice of Mac or Windows | Sponsored Company Events | Office Snacks and Beverages | Much More… Equal Employment Opportunity: Click Therapeutics is committed to equal opportunity in the terms and conditions of employment for all employees and job applicants without regard to race, color, religion, sex, sexual orientation, age, gender identity or gender expression, national origin, disability or veteran status. Click Therapeutics also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as employment eligibility verification requirements of the Immigration and Nationality Act. All applicants must have authorization to work for Click Therapeutics in the U.S. In certain circumstances it may be advantageous to Click Therapeutics to support the application(s) for temporary visa classification and/or sponsor applications for permanent residence so that a foreign national colleague can accept or remain in a work assignment in the U. S. For certain classes of temporary visas, the resulting work authorization may be specific to Click Therapeutics and the specific job and/or work site. Click Therapeutics may at its business discretion decide to or refrain from obtaining, maintaining and/or extending the temporary visa status and/or sponsoring a colleague for permanent residency and /or employment eligibility, considering factors such as availability of qualified U.S. workers and the colleague's long-term prospects for securing lawful permanent residence, among other reasons. Employment applicants requiring immigration sponsorship must disclose, when initial application for employment is made, whether or not they are legally authorized to work for Click Therapeutics in the U.S. and, if so, whether that authorization permits them to work in the job they seek. In no case should Click Therapeutics support of a colleague's temporary visa application or sponsorship of a colleague for permanent residence be construed to guarantee success of that application or amend or otherwise invalidate the "at-will" employment relationship between the colleague and Click Therapeutics. Recruitment Phishing Scams: Fake job advertisements and offers are increasingly appearing on the internet. If you have encountered a job posting or have been approached with a job offer that you suspect may be fraudulent, we strongly recommend you do not respond and report it to the Federal Trade Commission and the FBI at . Please be mindful of the following: * Click Therapeutics will only reach out to you through an "@clicktherapeutics.com" email address. * Other than your email address or telephone number, which you may provide via a job application portal, Click Therapeutics will never ask you to provide personally identifiable information about yourself (such as a Social Security Number or Driver's License Number) via a messaging application (like that used on the LinkedIn platform or Microsoft Teams). * Click Therapeutics will conduct interviews face-to-face over Zoom. * All job postings will be listed on the Click Therapeutics official career page.

Job DescriptionOur Company Arch is a Series A financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. About the Role We're looking for a Client Implementation Specialist to lead onboarding for clients in our single family office (SFO) and high-net-worth individual (HNWI) segment—a critical, high-touch client group. In this role, you’ll guide clients through the onboarding process, help them organize and integrate complex investment data, and ensure they’re set up 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 white-glove experience. You'll need to navigate nuanced client needs with professionalism, discretion, and a high level of service. At the same time, this role requires a self-starter who can operate independently, manage multiple onboarding workflows, 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 tailored onboarding plans with clear milestones and timelines * Guide single family offices and HNWIs through account setup and data organization * Act as a liaison between clients and fund managers to gather and reconcile account data Data Management * Monitor client data for quality and consistency, proactively resolving discrepancies * Process ongoing updates from clients and fund sources Education & Enablement * Train client teams on how to use the Arch platform effectively * Support adoption through ongoing communication, guidance, and check-ins * Participate in internal team training and help refine onboarding best practices Client Experience * Lead onboarding meetings and deliver a high-touch, relationship-driven experience * Build trust and rapport with clients through consistent, thoughtful communication * Maintain detailed client records and notes in our CRM to ensure continuity and context What We’re Looking For * 2+ years of experience in project management, implementation, client services, or finance * A self-starter with exceptional communication and interpersonal skills * Strong relationship management instincts, especially with high-value or high-touch clients * Attention to detail and ability to work independently in a fast-paced environment * A proactive mindset and passion for delivering excellent client experiences Bonus Points If You: * Have worked in wealth management, private funds, a family office, or accounting * Are familiar with concepts like IRRs, capital calls, K-1s, or NAV reporting * Have experience with SQL or want to learn * Have taken finance or accounting coursework A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $85K - $110K

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION We are looking for a Senior Manager, Defined Contribution Strategic Relationships to lead Pontera's efforts with Retirement Plan Advisors (RPAs). This function will allow Pontera to utilize key partnerships to continually improve our client experience and our product, bolster our overall growth, and execute on our mission of helping individual investors to retire wealthier. The Senior Manager will oversee our go-to-market strategy in the RPA space. This role will require a strong leader who can demonstrate the value of an innovative tech platform to a well-established industry and motivate others to do the same. A successful candidate will be a creative problem-solver who can achieve a high level of customer satisfaction while driving Pontera's agenda forward. This will be a vital role contributing to the success of the Defined Contributions Partnerships team at Pontera. RESPONSIBILITIES • Lead a team of Relationship Consultants tasked with managing a book of advisor firms, • Personally build productive relationships with key contacts at the largest and most influential RPAs., • Ensure Pontera has excellent relationships with key stakeholders at all relevant firms to drive increased awareness and willingness to advocate for Pontera, • Personally, and through your team, communicate the value of Pontera for the RPA and Wealth Management sides of advisory firms, • Manage and expand our database of RPA firms and individual advisors, • Collaborate closely with DC Partnerships colleagues and other client facing teams.REQUIREMENTS, • 8-10 years of relevant experience working in the defined contribution space, • Established network of influential Retirement Plan Advisors., • Demonstrated ability to drive adoption of a new product or service to an established customer base., • Proven track record of developing and managing successful B2B client relationships, • Bachelor's degree or higher in an applicable discipline, • Excellent communications skills and a demonstrated ability to work collaboratively, • Ability to travel, up to 10%WHAT WE OFFER, • Compensation: Base: 175,000; $215,000-$250,000 OTE, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

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 Asset Management (OAM), a division of Oppenheimer, is seeking a Regional Sales and Marketing Professional to join their Sales and Marketing team to work directly with Oppenheimer Financial Advisors in the Midwest Region. This role can be based in Chicago, St. Louis or New York City. Responsibilities: • Support Oppenheimer Financial Advisors’ efforts in marketing and presenting the firm’s wealth management products and investment capabilities to clients., • Educate and train Oppenheimer Financial Advisors on the suite of products available on the wealth management platform., • Develop strong relationships with OAM Financial Advisors, OAM team members, as well as third party investment management partners through frequent engagement and strategic collaboration., • Develop in-depth understanding of suite of wealth management products, existing and new., • Demonstrates a strong interest in financial markets, including equities, fixed income, and alternative investments with a desire to stay informed and engaged in market activity., • Collaborate with team members to ensure coordination of territory coverage., • Ensure presentation materials are accurate and up to date., • 3-5+ years of sales experience in asset management or within an investment manager platform., • FINRA Registrations: Series 7 and 66 licenses required (within 90 days of hire)., • Proven track record of meeting or exceeding sales targets in a regional role., • Excellent verbal and written communication as well as interpersonal skills., • Possesses a firm understanding of SMA’s, alternative investments and traditional wrap fee products., • Confident and effective in client facing meetings and presentations., • Ability to travel extensively within the assigned territory. For job postings in New York City and Chicago, 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 Chicago 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 $110,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus. Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law. The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.

Job Description Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. Job Summary: We’re seeking a dynamic Media and Communication Relations Manager to lead moomoo’s brand & media strategy in the U.S. market. This role is your chance to shape our narrative across finance, investment, and crypto media—engaging CNBC, Bloomberg, Yahoo Finance, MarketWatch, top Influencers, and more. Responsibilities • Own day‑to‑day media relations and brand storytelling for moomoo., with a focus on finance‑ and fintech‑centric outlets., • Leverage existing U.S. finance media networks to pitch stories, secure coverage, and drive strategic narratives independently., • Serve as the spokesperson liaison alongside senior leadership—design interview themes, guide messaging, and ensure alignment in external engagements (interviews, events, sponsorships). Market the moomoo app through podcasts, videos and webinars that spread the message, and represent Moomoo at conferences and public events., • Direct routine press relations in‑house; collaborate with agencies only on large campaigns or major initiatives., • Partner cross‑functionally (Product, Marketing, Growth) to uncover newsworthy angles; draft press releases, media briefs, Q&As, and thought‑leader profiles that amplify moomoo’s voice., • Monitor media inquiries and respond promptly to mitigate risks—support crisis‑communications when necessary., • Track media coverage and performance; report insights and refine strategy to maximize impact. Requirements • 5–8 years of U.S.-based PR/media‑relations experience, with at least 3 years in financial or fintech communications—experience with online broker‑dealers, wealth‑tech or investment platforms preferred., • Established relationships with U.S. financial & business media editors/reporters; proven ability to pitch and secure placements., • Solid understanding of financial markets, instruments, and regulatory context; able to translate complex finance topics for mainstream audiences., • Exceptional verbal and written communication skills—comfortable coaching executives and navigating live interviews., • Highly organized, self‑driven, and capable of managing multiple projects and campaigns under tight deadlines., • Savvy about U.S. finance‑media landscape—know what makes a compelling pitch and how to anticipate editorial risks. Benefits What We Offer: • Competitive salary and performance-based bonuses., • Comprehensive benefits package, including health, dental, and retirement plans., • Opportunities for professional growth and development., • A dynamic and collaborative work environment. Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $90,000-$168,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.