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Job Description Title: Trust and Estates Tax Partner, Private Client Group Department: Private Client Group Supervises: Trust and Estates Tax Team Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: Anchin is looking for a Trust and Estates Tax Partner within the Private Client Group that will provide strategic tax advisory and compliance services to high-net-worth individuals, families, and their entities, including trusts and estates. This leadership role focuses on delivering exceptional client service, overseeing complex tax planning and compliance, and driving business development initiatives. RESPONSIBILITIES: • Oversee preparation and review of estate, gift, and fiduciary tax returns (Forms 706, 709, 1041, etc.)., • Monitor and interpret changes in tax laws to ensure compliance and proactively identify planning opportunities., • Address technical issues and provide guidance on complex trust and estate structures., • Provide expert counsel on estate planning, wealth transfer strategies, and fiduciary tax matters., • Develop and maintain long-term client relationships, ensuring high levels of satisfaction and trust., • Advise clients on tax implications of various financial and legal strategies, including philanthropy, family offices, and investment planning., • Mentor and develop the team to foster a culture of collaboration and continuous learning., • Delegate effectively while ensuring work quality and adherence to deadlines., • Participate in internal training programs to share expertise and enhance team capabilities., • Lead marketing and networking efforts to attract new clients and expand existing relationships., • Collaborate with other practice areas to deliver integrated solutions to clients., • Represent the firm at industry events and conferences., • Manage risk exposure through thorough review and documentation of tax positions. Education: • Bachelor's degree in Accounting, Taxation, or a related field. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description$77,250 per annum to $ 82,600 per annum The GSM Solutions at Home of The New Jewish Home is seeking a full time Account Executive to join our team. This position will sit in Waters Place, Bronx NY. The Account Executive will be responsible for driving client and revenue growth for our Private Pay Geriatric Care Management, Home Health Aide Services, and our Certified Home Health Agency. This individual will also be responsible for creating strategic partnerships among current and new referral sources, both with targeted external referral sources and within The New Jewish Home system. Reporting Responsibilities: This position will report directly to the Assistant Vice President of Home Care Programs with a dotted line to the Senior Vice President of Business Development General Duties and Responsibilities: · Drive admissions to the enhanced Solutions at Home (Private Pay) service line for The New Jewish Home, to include clients interested in private pay geriatric care management services, home health aide, and CHHA services. · Collaborate with the Assistant Vice President of Home Care Services to develop and implement growth strategies that enhance the Solutions at Home program. · Build The New Jewish Home brand awareness to increase portfolio and market presence through alignment with major referral networks and upstream health providers. · Responsible for developing and maintaining relationships and driving private pay admissions with external referral sources such as health systems, physician organizations and ACOs, post-acute care networks, concierge and high volume physician groups, area agencies for the elderly, faith-based organizations, property management companies, elder law attorneys and financial/wealth advisors. · Drive partnership and acquisition efforts, increasing patient admissions, profitability and new opportunities for Solutions at Home (Private Pay Services) business expansion. · Serve as a liaison for operational and quality issues · Assist in maintaining up-to-date information on overall market trends and competitors including pricing, census, product information, and current market strategies as it relates to products/services under consideration. · Promote The New Jewish Home in both an intra-organizational level as well as with external organizations via committee work, networking and liaison activities, to build all Solutions at Home services. · Maintain professional competency through participation in independent intra- or external agency learning experiences. Attend and participate in community based meetings and conferences appropriate to the needs and development of Solutions at Home services. · Partner with the Senior Vice President of Business Development to drive strategic growth improvements to the program and across the organization. · Demonstrates a high degree of commitment to customer service and quality clinical practice Qualifications: · Three to five years of business development experience, or marketing/sales required. Healthcare sales and marketing experience is a must. · Proven record of new account development, with a preferred history of success in the development of private pay generating accounts. · A willingness to work within a team environment. · Demonstrates a passion for serving the elderly and meeting the health and wellness needs of this population · Possesses an entrepreneurial orientation and a desire to build a growth business for a new venture within a larger organization · Possesses persuasive communication skills, impeccable customer service skills, and flexibility to adapt to different business environments. · Prior home health sales and knowledge of New York Metropolitan area required. · Knowledge of specialty aging care services for the elderly such as Alzheimer’s/Dementia and Palliative within the home health care arena a plus. Age Related Skills and Competencies: · Able to satisfactorily deal with the adult and elderly population. Physical Demands: · Ability to walk in order to visit with clients, as needed Additional Requirements: · Must have reliable transportation and be willing to travel to Manhattan, Brooklyn, Bronx; Queens; Westchester & Nassau Counties · Willing to represent the New Jewish Home at networking and sales functions outside of normal working hours, as needed

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About the Team & Role: We are looking for a motivated and detail-oriented Operations Intern to join our team for an unpaid three month internship. This is an excellent opportunity for students with a data science or technical background to gain real-world experience in a dynamic and collaborative environment. What You’ll Learn: • Understanding the process of securities lending and borrowing, contract compare and reconciliation, corporate action, mark to market, and regulatory requirements. Liaise with the trading desk, custodians, and external brokers to ensure operational efficiency., • Applying Excel and third party systems in real-world business processes to solve problems and improve workflows., • Understanding how compliance and regulatory requirements impact daily operations and decision-making., • Collaborating with various team members across the Operations department in a rotational structure, allowing you to gain exposure to multiple functions and operational processes., • Supporting daily operational workflow with a strong focus on account verification and data integrity. Requirements What You Bring: • A student or recent graduate with a background in Finance, Economics, or a related field., • Familiarity with Excel (VLOOKUP and Pivot Tables), • Strong attention to detail and a proactive, solutions-oriented mindset., • Interest in learning about financial operations and how broker-dealers work., • Strong organizational and analytical skills., • A proactive, can-do attitude with a willingness to learn. Benefits • Gain firsthand knowledge of the security lending operations of a broker-dealer, • Enhance your proficiency in Excel and third party systems, • Learn about compliance and regulatory requirements, • Develop strong cross-functional communication skills, • Familiarize with financial transactions process

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. Role: Lead the creation and maintenance of a comprehensive and accessible knowledge base, empowering employees with the information they need to succeed. Things You Get To Do • Own the Knowledge Base: Take full responsibility for the quality and accessibility of all internal company documentation. When an employee can't find the right information, it's on you to fix the gap.You will build and manage a knowledge system that leverages AI to proactively surface information and answer questions., • Drive Process Improvements: Proactively analyze why employees are asking questions. If the answer isn't readily available in our existing tools (like Confluence or Kappa), you'll lead the effort to make it accessible for everyone. You'll use AI feedback and analytics to constantly improve the knowledge base, ensuring it learns and evolves with the company's needs., • Develop Training Programs: Evolve our employee training program into a scalable and robust onboarding experience. Partner with teams to integrate the knowledge base into the onboarding experience, replacing "trial by fire" with a streamlined process that ensures new hires can quickly find the information they need., • Collaborate Across Teams: Work closely with department leads to capture and document critical team-specific knowledge, ensuring our knowledge base reflects the most current and accurate information.Who You Are (Must-Haves), • You are familiar with the financial industry, fintech, brokerage operations, and concepts related to an API-first fintech company., • You have 4+ years of experience in knowledge management or a similar role focused on making complex information simple and accessible., • You have a strong understanding of knowledge management principles and the importance of a single source of truth., • You are a natural problem-solver with a knack for identifying root causes behind common information gaps., • You possess excellent communication skills and can work effectively with diverse teams and individuals., • You have a data-driven mindset and can use analytics and feedback loops to continuously improve a system's performance.Who You Might Be (Nice-to-Haves), • You have experience with knowledge management tools like Confluence, SharePoint, or dedicated knowledge base platforms., • You have experience with modern collaboration tools like Slack and can leverage them for knowledge sharing., • You have experience in a fast-paced, high-growth startup environment., • You have experience building or scaling an onboarding program., • You thrive in a role where you are initially "clueless" about the company's inner workings, viewing it as a valuable advantage to build a truly intuitive knowledge base.Additional Requirements, • Must be eligible to work without sponsorship for this role.How We Take Care of You:, • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500 Recruitment Privacy Policy

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 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, Day Shift Bradford Construction currently has an opportunity for an experienced Scheduler with one of our clients, a NYC Public Agency. Roles & Responsibilities: • Develop and maintain logical project sequencing, construction phasing, and realistic contract durations to support efficient project execution., • Demonstrate proficiency in utilizing scheduling software such as Primavera and Expedition to create, track, and manage project schedules., • Review and analyze schedule-related claims, assess requests for time extensions, and evaluate potential impacts on project costs and timelines.

Job Description Fairstead is a purpose-driven real estate firm dedicated to building sustainable communities across the country. Headquartered in New York, with offices in Colorado, Florida, and Washington DC, Fairstead owns a portfolio of more than 25,000 apartments across 28 states that includes 25,000 units under management. Fairstead's commitment to communities is realized through a comprehensive platform that leverages in-house expertise in acquisitions, development, design and construction, asset management, and property management. Fairstead's primary mission is to provide high quality housing to all regardless of income, and to make our stakeholders feel "Right at Home." We accomplish this through an empathetic and innovative approach, and by utilizing our interdisciplinary platform as an investor, developer, owner, and operator. Fairstead's Core Values: Innovation, Determination, Integrity, Humility, Empathy and Partnerships We are seeking a highly experienced and detail-oriented Family Office Accountant to join a private family office, with a focus on maintaining accurate financial records, reviewing daily credit card and bank activity, and supporting the overall financial activity of the family. The ideal candidate will have a minimum of 10 years of relevant experience, ideally within a family office. This role requires a disciplined, hands-on professional who can proactively monitor daily transactions across multiple accounts and produce tailored financial reports. Discretion, precision, and the ability to handle complex, confidential financial matters are essential. Proficiency in QuickBooks, Excel, and strong communication skills are a must, as is the ability to collaborate effectively with external advisors and internal stakeholders. Responsibilities: • Maintain accurate family expense activity, including flagging any discrepancies., • Process and reconcile accounts payable/receivable, bank accounts, and credit card statements, • Prepare weekly, monthly, quarterly, and annual financial reports for internal stakeholders and external advisors, • Track capital contributions, distributions, and intercompany transactions, • Liaise with external CPAs for tax payments and refunds, compliance, and annual filings, • Maintain proper documentation and filing for all transactions and agreements, • Ensure compliance with internal controls and evolving regulatory requirements, • Minimum 10 years of bookkeeping/accounting experience, preferably in a family office or private wealth environment, • Experience with brokerage accounts is a plus, • Experience working with UHNW individual, • Proficiency in NetSuite, QuickBooks (Online and Desktop), Excel, and document management systems, • Experience managing complex ownership structures, including multi-tiered LLCs and trusts, • High attention to detail, strong analytical skills, and ability to work independently, • Excellent organizational and communication skills, • Bachelor's degree in Accounting, Finance, or related field preferred; relevant certifications (e.g., CPA, CB, or CMA) a plus, • Please note this role is on site, in our NYC HQ, 4 - 5 days per week Exact compensation may vary based on skills, experience, and location. Salary Range$75,000—$100,000 USD Diversity in backgrounds and experiences is key to Fairstead's success. Being an equal opportunity employer is a central tenet of our philosophy that shapes who we are and the communities we serve. Our goal is to ensure competitive total compensation that is commensurate with experience, location, and other market benchmarks. For information about how we use your personal information, including information submitted for career opportunities, please review our Privacy Policy at

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. Requirements • Conduct investigations into new accounts and trading as per MFI’s procedures, • Assist in implementing AML/KYC risk assessments and review processes for high-risk clients, • Participate in all regulatory and compliance related projects, • Lead team in trade surveillance of all trading and products, • Utilize provided tools on a daily basis to ensure no “bad actors” are trading in MCI systems/accounts, • Report and/or act on any deviation in trading that might be or is a regulatory concern, • Assist in registration and management of FINRA Gateway, • Perform reviews of email and other electronic communications, • Perform reviews of outside business activities, • Perform reviews of outside trading accounts, • Assist in the review process of marketing materials, • Review PerformLine data and issues and resolve, • Review Red Oak requirements for the Business Development team. Ensure they are completed., • Perform reviews of marketing team submitted materials, • Review Social Media Posts in Smarsh Skills/Qualifications: • Bachelor’s degree preferred, or equivalent combination of education, training, and experience, • FINRA Series 7 & 24 required (Series 4 preferred; will be required within 90 days of starting position), • 3-5 years of industry experience, • Strong interpersonal and written communication skills, • Highly motivated with capability to work with minimum supervision, • Must be a team player, willing to collaborate, • Ability to prioritize and multitask effectively under pressure and excellent organizational and time management skills are essential Benefits • 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 $120,000-$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 Title of Position: Income Building Specialist FLSA Status: Non-Exempt Department: Social Services Reports to: Manager, Income Building and Director, Income Building Positions Reporting to the Position: None Purpose of the Position The Income Building Specialist (IBS) is responsible for providing employment services, ranging from job preparation to retention, for Win clients. In collaboration with local job training and placement agencies, this individual will partner with clients to obtain competitive employment opportunities in New York City. The Income Building Specialist will promote and provide resources to meet clients’ educational and financial objectives. Responsibilities: • Provide individualized employment assistance to clients, including interviewing techniques, résumé writing, job applications, and other employment services., • Develop and maintain relationships with potential and existing employers., • Assist clients in exploring employment opportunities to secure and maintain gainful employment., • Collaborate in the planning and execution of special events including job fairs organized by Win., • Refer clients to training programs based on client’s goals and experience., • Ensure linkages with the New York State Department of Education, vocational training, and educational programs for Win clients., • Access clients’ educational goals (i.e. obtaining High School Equivalency Diploma or College Diploma), • Recruit clients for on-site Computer Skills and Job Readiness Training Program., • Provide one-on-one and group financial literacy sessions and wealth creation workshops to promote financial independence., • Document all client work in confidential electronic record., • Commit to using evidence-based practices (EBP), Motivational Interviewing (MI), Trauma Informed Care (TIC), family-centered case management, and boundary setting., • Attend shelter meetings, agency-wide meetings, and staff training (on site and off site) as directed by the manager., • Collaborate with all transitional housing departments, including Case Managers, Client Care Coordinators, and Housing Coordinators to ensure that income building goals, metrics, and best practices are met., • Perform other related job duties as assigned. Essential Functions: • Must be able to ascend/descend stairs in the assigned building., • Must be able to escort clients to appointments and events using public transportation. Qualifications: • Commitment to Win’s mission, vision, and values., • BA/BS required plus two (2) years of successful practical experience in job placement and career coaching with adults., • Previous experience working in a social services setting focusing on with homeless families a plus., • Demonstrated ability to partner with potential employers and individuals to develop appropriate services for adult clients., • Excellent written and verbal communication skills, • Proficiency Microsoft Suite., • Bilingual- English/Spanish a plus. Core Competencies: • Leadership: Sets an example by following Win policies and procedures. Acts with a high degree of professionalism and has a good work ethic., • Facilitating Change: Delivers high quality results consistently., • Managing Performance: Interacts respectfully with clients and co-workers., • Applying and Developing Expertise: Works with the manager to develop and meet challenging but achievable goals. Understands consequences., • Communicating and Collaborating: Values the full spectrum of diversity and inclusion. Keeps the supervisor informed about progress and problems; avoids surprises. Win is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, physical or mental disability, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

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. During COVID-19, most of our services were virtual to keep our community safe. NYLAG’s staff of 400 impacted the lives of nearly 129,000 people last year. Job Description: NYLAG seeks a staff attorney to provide elder law legal services to Holocaust survivors as part of the Evelyn Frank Legal Resources Program (EFLRP) and the Public Benefits Unit (PBU). Of the 20,000 Holocaust survivors living in New York City, the median age is 87 years old and many live in poverty. Due to the lingering impact of their past trauma and their advanced age, many Holocaust survivors have higher needs for long term care, while also being uniquely vulnerable to re-traumatization and sharp declines in a nursing home setting. As a final act of justice, our team of attorneys and paralegals advocate for survivors to obtain the support they need to age with dignity and safety in their homes, including securing adequate Medicaid home care from trusted aides. As such, a significant portion of the attorney’s cases will focus on helping survivors and their caregivers navigate the Medicaid and Medicare landscape and representing clients in fair hearings and external appeals. The attorney will also assist with public benefits eligibility, medical bills and health insurance, advance directives and Wills, estate matters, Holocaust compensation, as well as other matters to comprehensively meet the legal needs of our survivor clients. The Staff Attorney role requires extensive collaboration internally across projects and externally with community-based partners. The Staff Attorney reports to Supervising Attorneys in EFLRP and PBU. Duties and Responsibilities: This attorney’s primary responsibilities include: • Providing direct legal services, including: counseling, drafting and supervising the execution of advance planning documents, assistance with access to public benefits and health care, elder abuse, guardianship, estate, and Holocaust compensation matters, as well as other legal issues related to older adults;, • Representing clients in both informal and formal advocacy, including administrative hearings and other agency appeals., • Meeting with clients at community-based sites and making home, hospital and nursing home visits as needed;, • Administrative duties including updating NYLAG case management records, maintaining and updating files and case notes, and assisting in grant reporting as needed;, • Represent NYLAG at advocate meetings and community events;, • Work with and mentor pro bono attorneys, volunteers, and law students working with NYLAG;, • With experience, conduct trainings for community-based organizations, local agencies, and other advocates in the related substantive matters;, • With experience, conduct and develop educations trainings outreach with survivors and their caregivers and other legal practitioners;, • Attend internal staff meetings and meetings with partner agencies and funders as needed; and, • Other duties as assigned.Qualifications:, • Admission to NYS Bar required; pending admission will be considered;, • A NYS notary license is necessary and must be applied for within one month of hiring;, • Excellent communication, research and writing skills are required;, • Strong organizational and administrative skills are required;, • At least one year of civil legal services experience in elder law or health law is preferred;, • Proficiency in Russian is preferred; Employment type: ☐x Full-time Professional Level: ☐x Entry Level ☐x 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 $87,210 to $93,175. (Steps 1 – 4) 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. Powered by JazzHR tcnr6ggSF5

Job DescriptionOverviewAt Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digital tools, a comprehensive knowledge center, and access to top financial professionals to confidently navigate life’s financial decisions. Our work not only reduces stress and improves productivity but transforms how people think about and manage their money. We’re not just another financial wellness platform. We are pioneering a revolution in how individuals make financial decisions—leveraging technology to create seamless, impactful, and life-changing experiences. At Addition Wealth, you’ll have the opportunity to solve complex challenges, push the boundaries of what’s possible, and create tools that truly make a difference. Our impact has been recognized globally. Backed by top fintech VCs including Barclays, Anthemis, and Nyca, Addition Wealth has been named one of Business Insider’s 54 Promising Fintech Companies to Watch, honored with UBS’ Female Founder Award 2023, and selected as a World Economic Forum Top Innovator. We’ve also been featured in Bloomberg, TechCrunch, Insider, Forbes, and other leading publications. Together, we’re building something extraordinary—and we’re just getting started. Addition is growing rapidly, and we’re hiring a Data Analyst. This individual will work closely with the founder and founding team to help identify big opportunities, execute, and will play a key role in the company’s growth. The right individual is smart, scrappy, and be ready to dive into whatever what needs to be done. As a critical member of our team, you will work directly with the executive team, as well as collaborate across product, design, engineering, and marketing teams to drive reporting and uncover key insights. We are looking for someone who is excited about our mission to make personalized financial expertise inclusive and accessible for all. Who You Are • 3–5 years of experience in a data-focused role within a fast-paced, analytical environment—consulting, investment banking, private equity, or a high-growth startup (preferably fintech)., • Deep understanding of business dynamics and comfort working cross-functionally to uncover insights that drive strategic decisions., • Strong analytical and problem-solving skills, with a proven ability to translate ambiguous questions into clear, data-driven narratives., • Self-starter who thrives in a dynamic, high-accountability environment and can work autonomously while collaborating effectively with diverse teams., • Experience designing, maintaining, and optimizing data models, dashboards, and reporting pipelines., • Excellent communication skills, capable of distilling complex data into actionable insights for technical and non-technical audiences alike., • Passionate about our mission to make personalized financial expertise more inclusive and accessible.What You’ll Do, • Own the end-to-end analytics process—from data collection and transformation to insight generation and visualization., • Partner with leadership across Product, Marketing, Partnerships, and Finance to identify key metrics, define success criteria, and measure business impact., • Design and maintain dashboards and reporting frameworks that empower teams to make faster, smarter decisions., • Build our reporting capabilities and support the enterprise in internal and external reporting needs., • Build and optimize ETL/ELT pipelines to ensure data reliability, scalability, and accuracy., • Conduct deep-dive analyses on user behavior, product performance, and revenue trends to surface opportunities for growth and efficiency., • Support executive decision-making with clear, data-backed recommendations and scenario modeling., • Collaborate with engineers to enhance data infrastructure and advocate for best practices in data management., • Help foster a data-driven culture across the organization through training, documentation, and knowledge sharing.Perks & Benefits, • Competitive salary, • 401(k) & Employer Match, • Work from anywhere, • Health insurance & wellness benefits, • Equity compensation, • Generous parental leave, • Unlimited vacation, • Company offsites, • Unlimited access to financial professionalsSalary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target salaries for the position across all US locations. Individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. The salary range reflects the base salary only. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Title: HNW Tax Partner/Director – Private Client Group Department: Tax, Private Client Group Supervises: Senior Managers and staff Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: Anchin is seeking an experienced High-Net-Worth (HNW) Tax Partner to lead and expand our private client tax practice. This role is responsible for delivering strategic tax planning, compliance, and advisory services to high-net-worth individuals, families, and their related entities, including family partnerships, trusts and estates. The ideal candidate will have deep expertise in complex tax matters, strong leadership and management skills, and a proven ability to drive business growth. RESPONSIBILITIES: • Ensure timely and accurate tax compliance for individual, fiduciary, and related entity tax filings while mitigating risks., • Deep technical skills around individual and trust tax law., • Develop and foster close relationships with clients and their advisors, providing exceptional service throughout the year., • Identify opportunities for value added services for clients, including tax efficiencies, estate and gift planning and other related matters., • Lead a team of tax professionals, fostering a culture of excellence, professional growth, and client service., • Identify and pursue new business opportunities by building relationships with attorneys, wealth advisors, and other referral sources., • Stay updated on evolving tax laws and industry trends impacting HNW clients, ensuring compliance and proactive tax planning. Education: • Bachelor's degree in Accounting, Taxation, or related field., • 12+ years of experience specializing in HNW tax advisory, with leadership experience., • Deep knowledge of federal and state tax laws, estate and gift tax regulations, and wealth transfer strategies., • Strong business development skills with a track record of growing and managing a book of business. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

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

Job Description Harlem Children’s Zone (HCZ) — a world-renowned education and poverty-fighting organization based in New York — seeks enthusiastic, dedicated, and mission-aligned Financial Inclusion & Family Empowerment 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 leads 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 Inclusion and Family Empowerment pillars. 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, 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 Inclusion and Family Empowerment 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, • 2+ Years of project management experience, • 1+ Years of experience empowering families and working with them closely to achieve measurable outcomes 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., • Collaborates with The Baby College (TBC), the community, and the staff pipeline to incorporate financial education programming, • Manages cross-collaboration with TBC and Community Pride, • Works with the director to ensure monthly community/ staff workshops, • Design workshops for staff and community, • Manages coordination with the financial coaching platform, • Manages/coordinates with the TBC program, general planning, and implication of community/staff and fin lit opportunities with external org engagements, summits/workshops, • Works closely with the Director of Financial Education and Assistant Director of Financial Inclusion and Family Empowerment to ensure the financial literacy curriculum is embedded in the TBC curriculum, • Manages a library of resources Schedule • Monday – Friday, • 9 am – 5 pm (participation will be required for occasional evening events), • Hybrid schedule, 4 days in office, 1 day remote Benefits 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 DescriptionBackground: Brooklyn Org is a champion for Brooklyn. We celebrate Brooklyns 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 foundations 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 foundations 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 foundations 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 assignedQualifications:, • Bachelors 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 candidates 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. Flexible work from home options available.

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. The Position The Strategic Influencer Business Development Manager will drive the way we develop and execute influencer marketing (paid and earned strategies) and campaigns for Moomoo US. You will connect with influencers and work with your team to enhance our influencer programs coverage and manage in-depth relationships with influencers to contribute on the grow of paying clients for the company, including work on events/campaigns and other initiatives to build partnerships and engage our influencer community. At your core, you’ll thrive in an international and fast-paced environment. You’ll work hand in hand with an ambitious group of content & brand marketers, data analysts, integrated marketers and product innovators to reach our common goal - to help expand our trading/investing system to those who have real trading/investing needs by actively onboarding influencers and applying marketing initiatives. What you do • The Strategic Influencer & Partnerships Manger will manage the development and execution of influencer marketing (paid and earned strategies) and campaigns for Moomoo US, • Proactively identify and cultivate strategic partnerships to bring in new high-quality clients in a scalable and efficient manner., • Conduct cold calls and outreach proficiently to engage with organizations and effectively promote our platform., • Work effectively with influencers and key partners, demonstrating exceptional communication skills in presenting our value proposition, • Execute the full sales cycle from prospecting to closing deals, • Collaborate effectively with cross-functional teams to achieve shared goals., • Understand current influencer trends and understand how our product fits into their content creators’ strategies, • Explore revenue driving opportunities with partners & influencers, • 5+ years of Financial Services or FinTech business development, influencer management or partnership management; prior experience working with influencers is highly desired, • Bachelor’s degree in business, marketing, technology, or finance etc., • Knowledge of digital marketing, content marketing, and social media marketing, • Exceptional communication, negotiation, and relationship management skills 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 $100,000 - $120,000. 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 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.

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

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Role: We are hiring a high-performing Senior Sales Director to drive new business across enterprise and strategic accounts. We’re a product-first company with significant commercial traction and continually reinvest in our product. As an Arch Senior Sales Director, you will play a pivotal role in meeting, understanding, and serving core accounts to accelerate our market presence and revenue growth. At Arch you will: * Build relationships with the people inside 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 6+ years of experience in Enterprise 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: $200K - $350K

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 400 impacted the lives of 129,000 people last year. Job description New York Legal Assistance Group (NYLAG) seeks a highly motivated Coordinating Attorney for a full-time position. The Coordinating Attorney will lead work providing representation and technical assistance to partner organizations on the cases of unaccompanied minors facing removal and/or detention under the guidance of a Supervising Attorney. This job will be focused on building expertise across city-funded providers and within NYLAG for cases at the intersection of unaccompanied minors and rapid response on issues related to removal. The job requires substantive knowledge and experience working with unaccompanied children, petitioning for Special Immigrant Juvenile Visas, removal defense, asylum law, and the ability to work quickly and independently in addressing urgent matters. The job will also require grant reporting, collection and maintenance of data, and other matters related to grant management. Candidates will have a demonstrated interest in mentorship, contract and grant management, and developing external partnerships. Candidates will have a proactive ability to solve problems under time pressure, a strong commitment to providing client-centered services for clients experiencing trauma, and an ability to provide professional development and support to a team of attorneys, paralegals, and volunteers at various stages in their careers. Duties and Responsibilities The Coordinating Attorney’s responsibilities will include: • Represent unaccompanied minors and former unaccompanied minors in removal proceedings before USCIS, EOIR, New York Family Courts, in appeals to the BIA, and limited federal litigation., • Work alongside the supervising attorney to assist in providing technical assistance and subject matter expertise to partner organizations and other external stakeholders on urgent matter for unaccompanied minors and former unaccompanied minors., • Serve as a point person for cross-referrals with community based organizations, partners, and the City., • Track client cases, requests for assistance, progress of applications, and follow up for funding purposes. Support compiling of data and reporting for funders on relevant grants., • Conduct internal and external trainings for attorneys, paralegals, and other community advocates., • Represent NYLAG to our funders, collaborative partners, and other external stakeholders including coordinating programming and reporting, attending conferences and trainings, and sharing materials., • Develop and expand relationships with community-based organizations and other partners., • J.D. and admission to New York State Bar., • Fluency in Spanish., • At least three years of demonstrated substantive experience representing clients in removal defense and asylum matters., • At least three years of demonstrated expertise working on SIJS applications and with children and young adults., • Demonstrated commitment to working with immigrant communities and advancing racial and social justice., • Excellent writing, speaking, and analytical skills., • Ability to communicate effectively with clients, community organizations, attorneys, the judiciary and the public., • Experience working with survivors of trauma and the intersection of criminal law and immigration law., • Strong advocacy skills, including the ability to develop creative legal arguments, and individualize case strategies for clients with cases in varying legal postures. Employment type: ☒ 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 $93,175 and $103,515. 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 5M0E79vR9D

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Business Development Representative LOCATION: New York City (hybrid - 3 days in office) SALARY: $100,000 - $120,000 OTE The Role: As a Business Development Representative at Canoe Intelligence, you will play a pivotal role in driving revenue growth by generating qualified leads and establishing new client relationships. You will be responsible for prospecting, qualifying, and nurturing leads. Your ability to effectively communicate the value proposition of Canoe Intelligence's solutions will be critical in identifying opportunities and converting leads into sales opportunities. What You’ll Do: • Prospect and generate new sales leads through outbound calls, emails, and other channels within the wealth and institutional financial markets, • Qualify inbound leads from various sources, including marketing campaigns, events, and website inquiries, • Conduct initial outreach and engage with potential clients to understand their needs and introduce Canoe Intelligence's solutions, • Collaborate closely with the sales and marketing teams to develop and implement strategies to drive pipeline growth, • Maintain accurate and up-to-date records of interactions and lead activities in the CRM system, • Work closely with Sales Executives to schedule meetings and appointments with qualified prospects, • Stay informed about industry trends, market changes, and competitors to effectively position Canoe Intelligence's value proposition What We’re Looking For: • Bachelor's degree or equivalent practical experience, • Proven experience (minimum 1 year) in a sales/business development or similar role, preferably within the financial technology (fintech) sector, • Strong communication skills, both written and verbal, with an ability to engage and build rapport with prospects, • Results-oriented mindset with a track record of meeting or exceeding targets and KPIs, • Self-motivated with excellent time management and organizational skills, • Familiarity with CRM software (e.g. Salesforce) and sales prospecting tools, • Knowledge of alternative investments, asset servicing, or financial services is preferred What You’ll Get: • Medical, dental, vision benefits, • Flexible PTO, • 401(k), • Flexible work from home policy, • Home office stipend, • Employee Assistance Program, • Gym/Wifi reimbursement, • Education assistance, • 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 DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. 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 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 DescriptionDates: Immediately– July 31, 2026 About 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. During COVID-19, most of our services were virtual to keep our community safe. NYLAG’s staff of over 400 impacted the lives of nearly 129,000 people last year. Job description The New York Legal Assistance Group (NYLAG) seeks a highly motivated bilingual Spanish-speaking Staff Attorney for a full-time position representing individuals in removal proceedings. The job requires a proactive ability to solve problems under time pressure, the strongest commitment to clients, and a desire to work at the forefront of the effort to protect due process and immigrants’ rights. This attorney in this position will provide legal representation for detained and non-detained immigrants in removal proceedings referred to NYLAG from our partners in upstate New York. The Staff Attorney will represent immigrants through the New York Family Unity Project (NYIFUP). Duties and Responsibilities • Represent immigrants in removal proceedings that began in upstate New York but transferred to the Immigration Courts in New York City in both the detained and non-detained dockets., • Represent immigrants detained and docketed at the Elizabeth Immigration Court who were residents of New York State, excluding New York City, • Screen clients for eligibility for immigration relief, assess criminal convictions and other grounds of inadmissibility and removability, and develop a strategy for representation., • Interview clients in and out of detention, as well as their witnesses., • Prepare and file forms, affidavits, other supporting documents, motions, and legal memoranda for submission to USCIS and the Immigration Court., • Appear in both the detained and non-detained Immigration Courts on a regular basis to provide full representation to immigrants facing removal., • Prepare and file appeals to the Board of Immigration Appeals and Second Circuit Court of Appeals., • Collaborate with other attorneys in drafting and filing habeas corpus petitions and other federal litigation., • Conduct client consultations of detained and non-detained clients and track client cases, progress of applications, and follow up, and update NYLAG’s case management system., • Represent NYLAG to our funder and collaborative partners including attending conferences, trainings, and sharing materials., • Mentor interns, volunteers, and pro bono attorneys., • Juris Doctorate from an accredited school, • Admission to the New York State bar, • Fluency in Spanish required, • Minimum 2 years experience working in removal defense preferred, • Excellent writing, speaking and organizational skills, • Ability to communicate effectively with clients, community organizations, attorneys, the judiciary and the public, • Ability to work in a collaborative setting with other professionals, • Demonstrated commitment to immigrant rights, criminal justice, and/or social justice issues., • Experience working with survivors of trauma and the intersection of criminal law and immigration law. Employment type: ☒ Temporary 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 $88,265-$97,132.[SA1] 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 FgUhXMqt1a

Job Description About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role: As Head of Customer Success, you will own the experience, satisfaction, and growth of the financial advisors who partner with us. You will lead and scale our Advisor Experience, Advisor Activation, and Client Experience teams, ensuring that every advisor receives a world-class experience across their entire lifecycle with Savvy. This role is both strategic and hands-on: you’ll partner closely with Product, Growth, and Operations to design advisor journeys that deliver exceptional value, unlock efficiency through leveraging technology, and drive advisor adoption of our expanding product suite. You’ll also build, develop, and scale a high-performing Advisor Success organization capable of supporting our rapid growth. Responsibilities: * Lead, mentor, and scale the Advisor Success organization, including Advisor Experience, Advisor Activation, and Client Experience teams. * Define and deliver an exceptional advisor experience across onboarding, client transitions, ongoing servicing, and long-term success. * Partner cross-functionally with Product, Growth, and Operations to translate advisor needs into product features, process improvements, and new services. * Drive advisor satisfaction, retention, and growth through proactive engagement, product enablement, and wallet-share initiatives. * Develop and operationalize scalable processes and systems that enhance advisor experience while maintaining efficiency. * Establish success metrics and KPIs to track advisor outcomes, team performance, and program effectiveness. * Serve as an executive sponsor for advisors, providing direct support for strategic accounts and escalations. * Foster a culture of excellence, accountability, and customer obsession across the Advisor Success team. Must have: * 10+ years of experience in customer success, account management, or a similar function at a high-growth technology company. * Demonstrated success managing large and rapidly scaling teams. * Experience designing and delivering white-glove customer experiences. * Strong track record of driving product enablement and adoption. * Adept at partnering cross-functionally with Product, Growth, and Operations teams. * Comfort engaging directly with customers to problem-solve issues and address escalations. * Ability to leverage technology and systems to enhance customer experience and drive efficiency. * Excellent leadership, communication, and organizational skills; ability to build credibility, inspire and align teams around a vision. Nice to have: * Experience in wealth management, RIAs, fintech, or financial services. * Experience leading customer-facing teams in tech-enabled service environments. * Track record of building customer success organizations during periods of hypergrowth. * Familiarity with financial advisors’ workflows, client onboarding, and the wealthtech landscape. Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Access to holistic medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * NYC office in the heart of Manhattan * Lunch and snacks provided in the office * Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care * Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) Compensation Range: $233K - $285K

Job Description Vertical Relevance is looking for an AWS DevOps Consultant, to join our team as a full-time employee in our New York or New Jersey office or work remotely. This person is responsible for the end-to-end planning, building, and deploying of software systems. He/she will be able to drive the programming of well-constructed, testable code. As an AWS DevOps Consultant, you will implement technical solutions as part of a team for customer engagements. This role requires strong teamwork, communication, patience and organization skills needed to drive customer success. At Vertical Relevance we deliver with excellence through teamwork, automating everything, constantly learning and taking ownership for the outcomes our customers experience. Are you ready to join the team? Responsibilities * Help customers shape their journey to adopting the cloud and provide our customers with technical and strategic guidance on their “cloud journey”. * Consult, plan, design, and implement cloud solutions with customers * Build and deploy infrastructure and automate operations for customers * Become a deep technical resource that earns our customer's trust * Develop high-quality technical content such as automation tools, reference architectures, and white papers to help our customers build on the cloud * Innovate on behalf of customers and translate your thoughts into action yielding measurable results. * Support solution development by conveying customer needs and feedback as input to technology roadmaps. Share real world implementation challenges and recommend expansion of capabilities through enhanced and new offerings. * Assist with technical briefs that document solutions * Assist with reference architecture implementations * Support internal and external brand development through thought leadership: * Work with Marketing/Alliances to write blog posts * Work with Marketing/Alliances to develop internal case studies Qualifications * Professional experience architecting/operating DevOps solutions built on AWS * Experience in software/technology customer facing experience * You must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future. Sample Activities You’ll Do Creating a Self-Service Account Framework * Assist Customer with organizational hierarchy design and configuration templates * Assist Customer in the development of referenceable playbooks, supported by relevant code examples * Assist Customer in the development of sample runbooks to automate the implementation of AWS account setup and configuration * Account Framework - Developing an automated Continuous Delivery Pipeline framework that will be used to establish AWS Accounts to configured, tested infrastructure on AWS in a repeatable, reliable and secure manner eliminating the need for manual intervention. * Security Control Policies - Development of the Service Control Policies and account baselines associated with the Customer’s security and compliance requirements * Assist Customer with the development of a report and supporting sample code addressing the controls as part of the playbook Creating a Self-Service Environment Framework * Assist in selecting tools for building Infrastructure-as-Code * Assist Customer in the development of referenceable playbooks, supported by relevant code examples for application infrastructure code * Assist Customer in the development of sample runbooks to automate the implementation of application infrastructure code: * Infrastructure-as-Code - Development of Infrastructure-as-Code specific to each application that can be used to automate the delivery of configured AWS resources specific to the requirements of the application being deployed. * Configuration Management - The development of configuration management modules specific to each application used to automate the configuration of servers including software installation and configuration * Service Catalog Pipeline - Development of a framework for orchestrating build, test, deployment, and validation of infrastructure automation code. * Service Catalog - Management of Service Catalog portfolios to connect products based on selected applications * Assist Customer with the development of a report and supporting sample code addressing the application infrastructure code as part of the playbook Creating a Self-Service Pipeline Framework • Assist Customers in defining Customer’s DevOps Framework capabilities based on Customer’s identified business outcomes Assist Customer with reviewing the DevOps Framework architecture against Customer’s identified business outcomes, to include providing general recommendations to help Customer close any observed gaps, AWS OutPosts * Provide Customer with AWS general best practices that may help Customer refine identified deployments * Assist Customer with defining the first iteration of minimum viable product (MVP) for the DevOps Framework. * Deploying ASP.NET web apps and building new Amazon Elastic Compute Cloud (Amazon EC2) instances * Deploying Python on AWS Lambda * Deploying Java on AWS Lambda * Blue/green deployments on Amazon Elastic Container Service (Amazon ECS) * Deploying to existing Amazon EC2 instances (Windows operating system) * Provisioning dashboards to monitor deployments * Assist Customer in developing and implementing the first iteration of MVP in a non-production environment, under Customer’s direction and using AWS general best practices * Assist Customer with identifying next steps and proposing activities for a future follow-on engagement * Provide knowledge transfer to Customer’s stakeholders on the DevOps Framework Relevant Technical Tools * Primary Languages – Python, Bash * Tooling, Services & Libraries – Jenkins, Gitlab, Terraform, Vault, Packer, Ansible, Chef, Puppet, Git, Subversion, Docker, Kubernetes, DataDog, Serverspec , AWS Outposts Relevant AWS Services * AWS Infrastructure Scripting – CloudFormation, AWS CLI, AWS CDK * AWS Storage Services – S3 * AWS Compute Services – EC2, EC2 Metal, ECS, EKS, ECR, Lambda, AWS Outposts experience * AWS Database Services – RDS, DynamoDB * AWS Networking Services – VPC, Route53, API Gateway * AWS Developer Services – CodePipeline, CodeBuild, CodeCommit, CodeDeploy, AWS Cloud9 * AWS Management and Governance Services – AWS Organizations, CloudWatch, Auto Scaling, Config, CloudTrail, Service Catalog, Systems Manager * AWS Security, Identity, Compliance Services – IAM, Key Management Service, Secrets Manager * AWS Application Integration Services – SNS, SQS, Step Functions, Simple Workflow, EventBridge The Company Vertical Relevance was founded to help business leaders drive value through the design and delivery of effective transformation programs across people, processes, and systems. Our mission is to help firms at any stage of their journey develop custom solutions for success and growth. We provide a full range of services from strategy and design through to implementation and training. Our collective industry expertise is our greatest asset - our professionals have an average of 20+ years’ experience within Financial Services, across Wealth Management, Asset Management, Insurance, and Banking. Within our Customer Experience practice, we add complementary industry expertise (technology and media) synergizing the most relevant and successful customer trends. We focus wholly on your success by first rigorously assessing your business and technology challenges, and then right-sizing solutions that provide a meaningful ROI. With our industry experts hitting the ground running and focusing on nimble, quality delivery, we can see rapid, tangible improvements with our clients in productivity and effectiveness. When it makes sense for your company, we leverage our product partnerships in the areas of CRM, Sales Acceleration, Predictive Analytics, Digital Knowledge Management, and Cloud Transformation. Vertical Relevance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Powered by JazzHR x5TjOLaD5z

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 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 Description BBR Partners is a premiere, boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. The firm was founded in early 2000 and for over 25 years, we have nurtured our culture with talented people from diverse backgrounds who care about each other, our clients, and our collective communities. In our quest for continuous improvement, we strive to develop not only world class talent but world class humans! Job Description: BBR partners is seeking a Director of Infrastructure, based in the New York office, to play an integral role as a member of its IT department. Responsibilities include delivery of all IT infrastructure and related IT operations used to enable business capabilities and services across the firm. This person will be responsible for defining IT Infrastructure strategy, direction, architecture, standards, and management to include disaster recovery, security, systems, servers, networks, and storage. This role will manage the IT helpdesk and system engineers and must ensure reliable 24x7 operations. This role will report directly to the CTO. Responsibilities: Strategic Leadership • Set the mission, vision, and strategy of the IT Infrastructure to maximize the success of business and IT enterprise initiatives., • Lead infrastructure modernization initiatives including cloud migration, network upgrades, and automation., • Collaborate with senior leadership to support digital transformation and innovation., • Build successful stakeholder relationships with other IT and business leaders by developing a clear understanding of business needs and ensuring cost-effective delivery of IT services to meet those needs., • Research and recommend new technologies, applications, hardware, etc. Provide direction on what emerging technologies should be incorporated into products and services to successfully deliver overall IT strategy., • Architect and oversee hybrid and cloud environments (preferably Azure), ensuring optimal performance, scalability, resiliency, security, and cost-efficiency., • Champion DevOps best practices including CI/CD pipelines, infrastructure-as-code, configuration management, automated testing, and monitoring., • Manage ongoing strategic vendor partner relationships, including but not limited to MSP and MSSP relationships, and ensure timely and cost-effective delivery of services and products. Conduct vendor evaluations ensuring best in class technologies and partners., • Oversee the day-to-day operations of infrastructure including our data center, cloud environment, networks, storage, and disaster recovery., • Administer our M365 environment, including but not limited to Exchange Online, MS Teams, Azure Active Directory, and MS Dynamics 365, • Oversee the monitoring, maintenance, testing and administration of all IT systems, to include applications, servers, storage, firewalls, switches, desktops, laptops, A/V equipment, and mobile devices. Implement upgrades needed to maintain service levels., • Manage the company's Cybersecurity strategy roadmap. Maintain a Disaster Recovery strategy plan for critical systems and infrastructure., • Establish and maintain compliance with necessary IT policies and procedures for the smooth operations and recovery of the computing environment. Deploy and manage systems/ applications/monitoring processes and tools to proactively identify and resolve problems within the environment., • Own the third-party risk management program including vendor security assessments and ongoing monitoring of supply chain and SaaS risks., • Partner with compliance team to ensure infrastructure meets cybersecurity and regulatory standards (e.g., SEC)., • Be an escalation point for Tech Support including any issues related to the end-user computing environment (desktops, laptops, mobile devices, printers, applications, etc.). Ensure end-user needs are met in a timely and effective manner., • Build and lead a high-performing infrastructure team, fostering a culture of accountability and continuous improvement., • Develop and manage infrastructure budgets, forecasts, and capacity planning., • Microsoft certifications i.e., Azure Solutions Architect Expert, Cybersecurity Architect Expert, • Cybersecurity certifications i.e. CISSP, CISM, CCSP, • Microsoft Windows Server 2016, 2019, 2022, 2025, Linux (Ubuntu 22.04 and higher), • Windows 11, • Containerization (Docker, Kubernetes), CI/CD Pipelines (GitHub Actions, Jenkins), Version Control (Git) and Infrastructure as Code (Terraform, ARM, Packer), • Configuration Management technologies i.e., Ansible, Puppet, Chef, • Understanding of SAST/DAST/SCA tooling such as Snyk, Veracode or Checkmarx, • Familiar with secrets management (Hashicorp Vault, Azure Key Vault, or Keeper), • VMware in multiple host environments, • Remote desktop technologies (Citrix, VPN, VDI), • Programming/scripting skills in Python, Bash or PowerShell, • Cloud Services with preferred Azure, • M365 (Entra ID, email, MS Teams, SharePoint, OneDrive, Power BI, Power Automate, MS Office 365, conditional access policies), • Strong understanding of networking and routing, • Hardware: PC's, laptops, printers, Nutanix servers, Cisco switches and Fortinet firewalls a plus, • Knowledge of products like Varonis, Zscaler, Logic Monitor, Tenable, Rubrik, • EDR software, DLP Software, and Micro segmentation software, • CSPM, SSPM, • TCP/IP, DNS, DHCP, WAN, LAN, VoIP, VLAN, • A bachelor's or advanced degree in computer science, business information systems, or other computer related degree, • 10+ years' experience helping to transform IT infrastructure, • Proven experience in IT infrastructure management in a complex environment and a background in architecture, systems administration, network administration, cloud architecture, and DevOps, • Leadership experience in directing, leading, and mentoring IT professionals, • Familiar with Zero Trust architectures and cloud-native security best practices, • Solid project management skills and the ability to manage multiple projects concurrently, • Demonstrates the business and financial acumen necessary to develop and present ideas and solutions in a clear, concise, organized manner, • Strong written/verbal communication skills. Effective in influencing and negotiating to achieve amicable outcomes, • Ability to effectively deal with work pressure, and maintain a composed and calm attitude, • Ability to evolve and quickly learn bleeding edge technologies, • 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), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA), and flexible spending programs for medical and dependent care., • Personalized development and career growth opportunities., • Volunteer opportunities and 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 175,000 and 275,000 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. We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. About the Role We 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 Care Coordinator Bedford-Stuyvesant Restoration Corporation, founded in 1967, is the nation’s first community development corporation nestled in the heart of Central Brooklyn in Bed-Stuy. Located at Restoration Plaza, a 300,000 square foot commercial complex that offers a mix of retail, dining, recreation and entertainment, this historic organization is steeped in its mission to close the racial wealth gap. We provide direct services across an economic mobility platform centered on workforce development, affordable housing/homeownership, community revitalization, small business development and arts and culture to 60,000 people annually. About the Role The Care Coordinator will provide holistic and comprehensive case management services to all participants, ensuring access to wraparound supports that promote financial stability, employment, and overall well-being. Key Responsibilities • Conduct intake triage and assessments across domains including benefits, financial health, education, employment, and social environment., • Complete Financial Health Assessments and PHQ-9 screenings (for depression, anxiety, stress, and substance use) as part of the initial evaluation process., • Develop individualized service and goal plans to connect clients with appropriate services, including benefits enrollment, financial counseling, education and training, and job placement or retention support., • Discuss and identify barriers to asset building and financial independence, such as unemployment, lack of childcare, limited education, or housing instability, and make referrals to internal and external resources., • Conduct intake and triage sessions with 100% of newly assigned participants and determine appropriate next steps to help them achieve both short- and long-term goals., • Ensure 100% of unemployed or underemployed clients are referred and scheduled to meet with a Career Development Specialist., • Ensure 100% of participants are scheduled for Financial Counseling sessions., • Document all participant interactions, progress updates, and outcomes in accordance with organizational and funder requirements., • Record and follow up on declined referrals, using motivational interviewing to support behavior change and engagement., • Inform clients of relevant community events, workshops, and programs (e.g., Restoration Outreach events)., • Follow up on all referrals and document outcomes, maintaining thorough case notes that reflect participant progress., • Meet all contractual obligations and program performance benchmarks., • Utilize Restoration’s Database, Salesforce, and Google Suite applications (Docs, Drive, Mail, Sheets) for accurate data entry and case tracking., • Perform other duties as assigned. What you bring to the role • Education: Bachelor’s Degree with 2–3 years of social service experience preferred., • Experience with benefits eligibility screening (e.g., SNAP, health insurance, SCRIE, DRIE) is a plus., • Knowledge of community resources and counseling or social work practices serving underserved populations (e.g., unemployed individuals, low-income families, or those at risk for homelessness)., • Strong communication (written and verbal) and documentation skills., • Ability to establish rapport and motivate clients toward goal achievement., • Demonstrated ability to work independently and manage multiple priorities in a fast-paced environment., • Strong confidentiality, integrity, and professional boundaries., • Work occasional eveings and weekend hours as needed., • Bilingual ( Spanish/ English) preferred but not required., • Cultural competence and ability to work effectively with diverse families and communities. $24.73- $27.47 What We Offer: Full Time: Medical, Dental and Vision Insurance, Vision plan paid for you and your family, 403B retirement benefits, 12 paid holidays, a generous PTO bank of 4 weeks, paid sick leave, Employee Discount Program, Employee Assistance Program, Commuter Benefits programs, and other forms of leave and benefits. Part Time: Paid Sick Leave, 403B retirement benefits, Employee Discount Program, Commuter Benefits Program, Employee Assistance Program and other forms of leave. Application Process: Please include a resume and cover letter outlining your interests and qualifications when applying for this position. (may include other requirements, e.g writing samples, graphic design samples, etc.) I have reviewed the job description as outlined above and understand that I am responsible for all duties as outlined and other tasks as may be assigned. I understand that if I need accommodations to perform the essential functions of my job that I must contact my supervisor or Human Resources as soon as possible to begin an interactive process. By signing this offer letter, I acknowledge receipt of the job description and accept the job offer. Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. Bedford Stuyvesant Restoration Corporation, its board members, President & CEO, executives and employees are committed to providing equal employment opportunities for all persons regardless of race, creed, color, national origin, sex, ethnicity, gender identity or expression, religion, source of income, sexual orientation, age, disability status, marital status, citizenship status, familial status, military status, domestic violence victim status, predisposing genetic characteristics, employment status, arrest or conviction record or any other characteristic protected by federal, state or local law. Equal employment opportunities extend to all aspects of the employment relationship, including hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms and conditions of employment. Anti-Nepotism Policy: Bedford Stuyvesant Restoration Corporation is committed to a policy of employment and advancement based on qualifications and merit and does not discriminate in favor of or in opposition to the employment of relatives.

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 DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. Job Description Consulting Skills • Client delivery as part of an on-site or remote project team, able to define the framework and structure of deliverables, carrying out the production of complex deliverables, • Manage the work, activities, and timelines of work for both their selves and their team, identifies priorities and workflows for interested parties, • Utilizing a higher-level understanding of methodological concepts, coaches teammates in preparing client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and Visio, designing key deliverables for projects and supporting other consultants in the production of their deliverables, • Present complex ideas, critical points and decisions required to team members and client contacts, including middle and top management, • Perform simple and complex research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative data, • Manages internal team by promoting teamwork, motivate and help consultants to improve, • Demonstrate credibility and legitimacy with client, capable of challenging client approaches and provide new directions, allowing the customer to evolve and deepens relationship, • Defines the project framework and organization, managing one or different projects at a time, guarantees the follow-up of these assignments, • Provide status reporting of progress, dependencies, issues, risks, and overall program health, • Responsible for the work streams of a complex project and takes the lead on simple projects, • Support practice, thought leadership, and people development activities firmwide, • Maintains a deep understanding of business concepts, issues and challenges and key knowledge to master a business expertise, • Cultivate knowledge related to a specific business challenge, issue, or deepen understanding within a sector and function domain, • Contribute to the development of new solutions in own areas of expertise, • Takes a leading role within internal firm knowledge-share activities and organizations, ensuring complete knowledge and competency transfer to other consultants, • Help contribute and support Sia’s growing U.S. Wealth & Asset Management practice, • Write business proposals and presentations autonomously, • Detect, trace, and qualify business opportunities, • Supervise a project team internally and on client assignment, • Embody the firm’s values of excellence, entrepreneurship, innovation, teamwork, care and support, and employee wellbeing into their management style Qualifications, • Bachelor’s degree required preferably in a Business or related field, • 3+ years of recent client-facing management consulting experience, • FS background preferred, • Moderate knowledge and skill in wealth & assets management, • Knowledge of the full Wealth and/or Asset Management value chain (Front Office, Middle Office, Back Office), • Experience in complex transformations or technology implementations in Wealth and/or Asset Management, including business analysis, sourcing model, data model, organizational model, and technical architecture, • Experience in designing future state operating models in Wealth and/or Asset Management due to various change catalysts (e.g., core platform change, new product, merger/acquisition, start up, cost reduction, outsourcing, globalization), • Specific subject matter expertise regarding transformation and a strong business understanding of Wealth and/or Asset Management products and services, • Trained to moderate knowledge and skill in project management, • Experience supporting client interview sessions - taking accurate notes, providing meeting minutes, scheduling client meetings, etc., • Experience supporting the construction of executive presentations, • Proven communication, interpersonal, and organizational skills, • Act as a supportive team player who actively develops relationships and is eager to share knowledge with colleagues and our clients, • Flexibility in approach and a willingness to adapt quickly and take initiative when working in unstructured environments with limited supervision, • An ability to transform your domain knowledge and project experiences into published content for Sia Partners Insights Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation * Annual base salary starting at 122K, commensurate with experience and qualifications * Annual performance based discretionary bonus Robust Health Coverage * 3 Medical plans * Dental and Vision * Life, AD&D and other voluntary insurance Tax-Advantaged Accounts * 401K retirement plan * 4% matching and 100% vested upon enrollment * Health Savings Account (HSA) * Flexible Spending Account (FSA) * Health, Dependent Care, Commuter Family Friendly Benefits * 100% paid parental leave for all new parents with eligible tenure * Building Healthy Families program if enrolled through Medical plan Time Off to Recharge * Generous Paid Time Off (PTO) policy * 9 company holidays plus 1 floating holiday Extras that Make Life Easier * College savings and student loan repayment assistance * Monthly cell phone stipend * Access to wellness programs at no cost if enrolled through Medical plan, including: * Gym membership reimbursement * LiveHealth Online virtual care * Personalized support from a Well-being Coach * Employee Assistance Program at no cost * Free confidential counseling and emotional support services * On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to pursue employment with applicants who will require now or in the future a visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Job DescriptionThe Opportunity Monstro is seeking a Monstro is seeking a Senior Applied AI Engineer (Video Prompting) to pioneer how intelligent financial guidance is brought to life through dynamic, personalized video. This role bridges advanced AI engineering with creative product execution—transforming the insights our platform generates into short, educational, and action-oriented videos tailored to each client's financial situation. You'll work alongside our AI, Product, and Design teams to translate text-based guidance into high-quality visual experiences that educate, engage, and drive users to act. This is a hands-on senior IC role for an engineer who combines deep technical expertise in applied AI and multimodal prompting with a product mindset and creative execution. Monstro's AI is already reshaping how individuals and institutions receive personalized insights across domains like tax, cash flow, and investments. This role will extend that foundation by building the systems and models that generate explainer and guidance videos—turning intelligence into impact. About Monstro Monstro, headquartered in New York City, is an AI-native fintech/banktech platform transforming how people and institutions manage money. Our mission is to democratize access to high-quality financial insight—giving every individual and institution the intelligence, tools, and automation to make better decisions across wealth, tax, legal, and investment. For financial institutions, Monstro serves as the —a unified platform that unlocks real-time insights, automation, and revenue opportunities across their client base. For consumers, we deliver personalized, always-on financial guidance and the ability to take action—all within a seamless, next-generation mobile experience. This B2B2C model drives deeper engagement, higher retention, and scalable growth for institutions, while empowering everyday users to make smarter, more confident financial decisions. Our team brings together leaders from fintech, wealth management, and AI-driven technology companies—combining decades of experience building and scaling platforms that have transformed industries. Responsibilities * AI Video Generation & Multimodal Prompting * Develop and refine AI systems that convert structured financial guidance into dynamic, short-form videos. * Build modular pipelines for personalized video generation—leveraging LLMs, multimodal frameworks, and video synthesis models. * Experiment with prompting, chaining, and AI orchestration techniques to ensure narrative accuracy, tone, and actionability. * Engineering & Implementation * Work within Monstro's core tech stack: Python, FastAPI, LangChain/LangGraph, Supabase, Docker, AWS App Runner, and LangSmith tracing. * Collaborate with backend engineers to integrate video-generation capabilities directly into Monstro's consumer experience. • Design scalable, secure, and efficient systems for generating, rendering, and caching video content. AI/UX Collaboration • Partner with product and design teams to align technical output with user experience goals. Ensure videos are contextually relevant, visually coherent, and reinforce user understanding and confidence. * Develop frameworks for multi-language and accessibility-friendly video output. * Innovation & Research * Stay ahead of emerging trends in generative video, text-to-video, and multimodal AI research. * Evaluate and integrate new frameworks or APIs (e.g., OpenAI, Pika, Runway, or equivalent). • Prototype, test, and optimize AI video workflows for quality and performance. Culture & Collaboration * Work closely with Monstro's AI, Product, and Data teams to ensure speed, quality, and alignment with company goals. • Contribute to Monstro's culture of curiosity, precision, and velocity—where experimentation drives progress.Qualifications 5–10 years of software engineering experience, with at least 2–4 years focused on applied AI, GenAI, or multimodal systems. * Strong background in Python and familiarity with frameworks like LangChain, LangGraph, or equivalent. • Hands-on experience with text-to-video, diffusion-based, or multimodal AI generation techniques. Deep understanding of LLM prompting, chaining, embeddings, and vector database operations. • Ability to work end-to-end—from research and prototyping to production-ready deployment. Experience integrating AI outputs into customer-facing applications. • Strong grasp of model evaluation, testing, and optimization for accuracy and performance Excellent communication and collaboration skills; comfortable working across AI, product, and design disciplines. Nice-to-Haves * Experience using OpenAI, Runway, Pika, or similar AI video-generation tools. • Familiarity with Supabase, AWS, and containerized deployment (Docker, App Runner). Background in fintech or education technology with personalized content delivery. • Comfort with visual storytelling, UX principles, or creative direction in an AI context.Why Monstro? Ownership & Impact: Build systems that redefine how financial guidance is communicated and understood. * Category-Defining Work: Combine AI, education, and finance into an entirely new user experience medium. • Mission-Driven: Collaborate with seasoned operators, engineers, and designers who have scaled AI-driven platforms globally. Category-Defining Work: Help democratize access to financial knowledge through AI-powered storytelling. * Compensation: $220K–$260K base + top-tier equity Apply Today If you're passionate about pushing the boundaries of applied AI, thrive in fast-moving environments, and want to create technology that informs, educates, and inspires action—we'd love to meet you.

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. Responsibilities: • Develop and execute the overall product roadmap for the wallet product, ensuring alignment with business objectives and effective implementation., • Evaluate, onboard, and manage custodial wallet providers, AML/KYT service providers, and Travel Rule solution providers to ensure secure and compliant integration., • Collaborate with product, R&D, operations, legal, and compliance teams to ensure the wallet system meets regulatory and industry best practices in security, stability, and compliance., • Oversee the operation and iteration of wallet deposit and withdrawal functions, continuously optimizing user experience to ensure efficiency, security, and smoothness., • Drive the integration of value-added services (e.g., Staking, Liquidity Mining) and contribute to the development of Wallet-as-a-Service (WaaS) capabilities., • Monitor and analyze market and user feedback to identify product improvement opportunities, and drive continuous iteration and user experience enhancement., • Assist in the application process for crypto wallet-related business licenses., • 3+ years of experience in crypto custodial wallet product management, with hands-on experience collaborating with mainstream custodial wallet service providers., • Deep understanding of wallet custody operations, deposit/withdrawal processes, and compliance requirements, with familiarity of core challenges and solutions in crypto asset custody., • Strong business thinking and execution ability, capable of independently managing the end-to-end product lifecycle from 0 to 1., • Ability to handle complex operational issues and ensure stable performance in critical areas such as deposits/withdrawals, fund security, and compliance., • Basic understanding of regulatory frameworks and experience in license applications, with the ability to collaborate effectively with legal and compliance teams to drive compliance projects. 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.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Dental insurance, • Flexible schedule, • Health insurance Sales Representatives are the first impression leaders for our boutique PR firm. Imagine a PR team that is actually fun to work with! We are on the hunt for an extreme self-starter that can work within a multifaceted and extremely fast-paced environment. Someone who knows the ins and outs of a well rounded and effective B2B sales process along side of lead generation initiatives, and strong closing skills. Quickly responding to and closely monitoring sales leads. Must possess superior sales knowledge, verbal and written communication skills, personable skills, and a wealth of general business knowledge. Job Summary: The Sales Representative will play a crucial role in driving revenue growth by identifying and securing new business opportunities, managing customer relationships, and optimizing our CRM system. The ideal candidate is a proactive self-starter with a strong background in sales, excellent communication skills, and a proven ability to close deals. This is a hybrid, full-time position that reports directly to the CEO and Operations Manager. Experience within an Agency setting is a plus. Key Responsibilities: • Conduct multi-channel lead research, generation, and outreach., • Identify and develop new sales channels and strategies for the firm., • Manage leads on a day-to-day basis and ensure timely follow-up., • Oversee sales pipeline management and communicate updates to management., • Prepare compelling proposals tailored to client needs., • Negotiate contracts, ensuring all terms are clearly defined and agreed upon., • Keep CRM system updated with accurate and up-to-date records of all sales activities and client interactions., • Schedule and coordinate sales meetings., • Close sales to meet or exceed targets., • Create detailed case studies showcasing successful client projects., • Collaborate closely with the email marketing team on campaigns and strategies., • Implement drip marketing strategies for leads that go silent., • Identify opportunities for corporate events, sponsorships, and partnerships., • Prepare and deliver regular sales and marketing reports., • Meet and exceed monthly and quarterly sales goals., • Conduct outreach and lead generation for sponsorship sales., • Attend regular sales networking meetings for BNI Chapter and other applicable networking organizations (remotely or in person)., • Proven experience as a Sales Representative, preferably in a PR agency or related industry., • Strong track record of meeting or exceeding sales targets and closing deals., • Excellent communication, negotiation, and presentation skills., • Proficiency in using CRM software (e.g., Salesforce, HubSpot, Pipedrive)., • Ability to manage multiple tasks and priorities effectively., • Strong problem-solving skills and a proactive approach to sales., • Ability to work independently and as part of a collaborative team., • Flexibility to travel as required. This is a remote position.

Job DescriptionWhat is Teamshares? Teamshares is one of America’s largest buyers of small businesses from retiring owners and is on a mission to make employee ownership the future of small business. We buy promising companies from retiring owners, gifting employees an immediate 10% ownership stake in the business, and supporting their ongoing growth through proprietary software, education, financial products and best-in-class leadership support. We're building a network of 10,000 employee-owned small businesses, creating $10 billion of stock wealth for wage workers and supporting generations of business owners into confident retirement. Together, we will reduce global wealth inequality while ensuring vital small businesses—and the communities they serve—continue to flourish. We are looking for an entrepreneurial business leader who wants to serve as the Small Business President/CEO of one of our network companies in the NYC area in the full-service restaurant industry. As a Teamshares network company president, you’ll be responsible for growing revenue, increasing profitability, and successfully fulfiling the vison of employee ownership. You’ll run and work IN the business, including owning full P&L responsibility, business strategy, and operations. Additional information ( You Will Do: • Serve as president of a 3 location small business in the restaurant industry., • Determine/be responsible for all business strategy, operations, and P&L management, • Lead an experienced team of existing employee ownersThis includes:, • Work with the fractional controller and bookkeeper to make decisions about ongoing expenses and capital purchases, gaining efficiencies, and developing business metrics., • Growing the business through marketing, outreach, and developing new product lines and revenue streams., • Handling HR personnel matters, staff disputes, employee performance, job reviews, raises, and bonuses., • Analyzing business methods and practices, and promoting team and growth opportunities., • Developing relationships with guests, vendors, and partners., • Working with Teamshares and fellow shareholders throughout the transition to employee ownership, coaching and partnering with them to understand how adopting an owner’s mindset drives better business outcomes and company culture., • Being a growth leader who enjoys working with employee owners to improve company operations and expand revenue opportunities.What You Have:, • A strong leadership background in multi-unit restaurant operations, with a proven track record of managing teams and operational processes., • Ability to communicate clearly, problem solve, and ensure constructive collaboration with all employees., • Demonstrated people management skills through past work experiences., • Strong interpersonal and communication skills; low-ego., • Entrepreneurial mindset and a desire to build., • Proven project management and problem-solving skills, with a humble, roll-up-your-sleeves, get-it-done attitude., • Business acumen and analytical skills to oversee company financials and develop business strategy., • Growth-mindset and a willingness to explore new ideas and innovations; not afraid to learn from your mistakes, • An open, agile mind (equally adept at thinking creatively/critically), with a flexible, generous spirit and natural bias to action., • Ability to partner with stakeholders to establish a clear vision, define measurable KPIs, and develop a strategy to achieve financial goals. As President of a Teamshares network company, you will receive:, • Equity stake both in the network company and in Teamshares, • Competitive salary and benefits, • Ongoing business and leadership development training throughout your tenure, • Access to quality medical/dental/vision benefit plans

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 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 About the Role The Senior Contract Administrator is a key member of the Legal Operations, Contract & Risk Management team, responsible for independently managing the contract lifecycle, supporting legal counsel in negotiations, and ensuring compliance with enterprise and regulatory standards. This role requires advanced contract expertise, strong redlining and negotiation skills, and the ability to triage complex agreements for attorney review. The Senior Contract Administrator reports to the Director, Legal Operations, Contract & Risk Management. What does a great Senior Contract Administrator do? This role supports the Legal team and partners with Strategic Sourcing, Finance, Compliance, and business stakeholders to ensure contracts are efficiently and accurately processed. Responsibilities include, but are not limited to: • Independently redlining and negotiating vendor and client contracts under Director, Legal Operations, Contract & Risk Management or attorney guidance, as applicable, • Managing contract intake and triaging complex agreements for legal review, • Ensuring contracts comply with internal policies and regulatory standards, • Facilitating vendor and client contract amendments, renewals, and terminations, • Maintaining and updating contract templates and clause libraries, operating within the process developed to review and approve templates and clause libraries, • Providing reporting and analytics to enhance visibility into contract status and risk, • Support TPRM efforts as applicable, to ensure the mitigation of single points of failure, • Continually monitor processes and identify changes needed to optimize workflows, • Publish and edit Standard Operating Procedures to support Legal Operations, Contract and Risk Management processes The Senior Contract Administrator will: • Lead contract lifecycle management (CLM) system administration, ensuring metadata accuracy and repository integrity, • Execute contract workflows, including e-signature processes and stakeholder approvals, • Independently redline and negotiate standard vendor and client agreements, escalating complex issues to Director, Legal Operations Contract & Risk Management or directly to legal counsel, as applicable, • Maintain standardized templates and clause banks to promote consistency and reduce risk, • Partner with Legal, TPRM, business teams, Strategic Sourcing, as applicable, to ensure timely contract review and resolution, • Generate dashboards and reports to monitor contract volumes, turnaround times, and risk indicators The ideal candidate will demonstrate advanced contract administration capabilities, strong negotiation and redlining skills, and the ability to support Legal team to meet and exceed departmental and company goals in a fast-paced environment. Preferred Skills / Experience • Minimum 5–7 years of experience in contract administration or legal operations, with direct experience supporting a legal team and company in a contract administration role, • Proven ability to independently redline and negotiate vendor and client documents such as amendments, renewals, statements of work, change orders, etc., • Expertise in CLM platforms, e-signature tools, and document management systems, • Experience with workflow development and process optimization, • Experience leading process improvement and change management initiatives, • Strong understanding of contract law and third-party risk principles to decipher when issues need to be escalated for further review, • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), • Excellent organizational, communication, and interpersonal skills InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity, • Excellence The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. $85,000 - $105,000 #LI-BH1

Job DescriptionJob Title: Grants and Contracts Accountant About 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 New York Legal Assistance Group (NYLAG) is seeking a dynamic and experienced professional to join our Fiscal team as a Grants and Contracts Accountant. The Accountant will be responsible for the full financial management of an assigned grants portfolio, including budgeting, billing, monitoring receivables and expenditures, managing contracts, and performing grant closeouts. This role plays a key part in ensuring compliance with funder and organizational requirements, while supporting NYLAG’s mission through effective financial stewardship. Duties and Responsibilities: • Manage an assigned portfolio of grants and contracts from proposal stage through closeout., • Prepare detailed grant budgets aligned with funding allocations and staffing plans., • Monitor budgets throughout the grant lifecycle, including preparing forecasts and budget modifications as needed., • Record grant-related revenue in the General Ledger in alignment with corresponding expenses., • Review and reconcile the General Ledger by grant to ensure fiscal accuracy and compliance., • Prepare and submit invoices to funders in a consistent and timely manner., • Track accounts receivable and follow up on outstanding payments for assigned grants and contracts., • Maintain accurate and complete documentation for all transactions recorded in the General Ledger., • Collaborate with colleagues across NYLAG, including the Finance team, Development department, and program areas., • Assist with annual and program-specific external audits., • Coordinate and monitor subcontractor compliance, including contract management, invoicing, payments, and reporting., • Bachelor’s degree in accounting, Finance, or a related field required., • Minimum of six years of relevant experience, including at least two years in a non-profit environment managing grants and contracts., • Direct experience with New York City and/or New York State contracts required., • Demonstrated ability to analyze complex financial data with advanced proficiency in Microsoft Excel., • Strong interpersonal and communication skills, with the ability to effectively convey financial information to both financial and non-financial stakeholders., • Excellent organizational and time management skills, with the ability to manage multiple priorities in a deadline-driven environment., • Exceptional attention to detail and accuracy., • Proficiency with accounting software required; experience with Sage Intacct strongly preferred. Employment type: ☒ Full-time ☐ Part-time ☐ Temporary Professional Level: ☐ Entry Level ☒ Professional ☐ Managerial Salary Range: The annual salary range for this position is between $88,500 and $96,800. 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 Gf77HO4ohY

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Director of Engineering - Quality, Reliability & Architecture LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $200,000 - $230,000 (based on NYC, will be adjusted for geo) The Role: Startups forming today with AI-native processes will out-execute traditional engineering teams by 10x. We need someone who gets this viscerally—not theoretically—and can lead our transformation. You'll lead three critical functions (QA, SRE, Architecture) through a fundamental reimagining of how we build software. This isn't just about adding tools to existing processes—it's about rebuilding our entire approach around AI-human collaboration. Your mission is to deliver exceptional value to our clients by ensuring our systems are not just functional at launch, but also performant, reliable, and secure as they scale - and in a way optimized for how the software of tomorrow is built. What You’ll Do: • Architectural Vision: Participate in the Architecture Review Board (ARB), ensuring all architecture decisions are optimized for resilience, flexibility, and speed of iteration., • Make Everyone Faster with AI: Your #1 job is practical AI implementation that delivers immediate velocity gains., • Revolutionary QA Transformation: Lead the product and engineering team through a complete identity shift as they stop manually writing requirements, code, and tests; instead relying on agentic tools for specification-driven development and automated verifications., • Proactive Production Quality: Build observability that finds bugs before customers do. Move from reactive incident management to predictive reliability., • Systems Expertise: Demonstrated ability to architect and deliver scalable, production-ready systems., • Pragmatic Problem-Solver: You've actually implemented engineering workflows using Claude Code or similar tools to ship production code by breaking down complex problems into pragmatic solutions., • Change Agent: Track record of driving organizational change against resistance through clear, data-driven communication., • Incident Management: Strong experience with on-call leadership and retrospectives with a strong understanding of security and governance principles., • User Experience Focus: Deep understanding that velocity without quality is meaningless; passionate about delivering value through a trustworthy, reliable product., • Hands-on experience with our core technologies (or similar stacks): Python, Typescript, PHP/Laravel, Kafka, AWS, Terraform, PostgreSQL, Redis, ElasticSearch, • Breadth of experience with CI/CD automation and developer tooling., • 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 COMPANY: Canoe Intelligence WEBSITE: TITLE: Senior Product Owner LOCATION: Hybrid in New York or Jacksonville, or remote within the US SALARY: $120,000 - $155,000 (based on NYC, will be adjusted for geo) The Role: We’re looking for a highly skilled and experienced Senior Product Owner to serve as the execution leader for critical projects, product level enhancements, and defect remediation. This role demands mastery of Agile practices, exceptional backlog management, and the ability to drive multiple dedicated development teams toward timely, high-quality delivery. You will be the tactical powerhouse ensuring our product vision is translated into working software. The Senior Product Owner is the definitive authority on the day-to-day execution of the development process. You will focus intensely on maximizing the flow of value delivered by the development teams, managing cross-team dependencies, and ensuring technical details and acceptance criteria are flawless. What You’ll Do: • Backlog Management, • Own, prioritize and refine the product backlog for multiple teams, ensuring items are clearly defined, detailed, and ordered to maximize business value., • Detailed Story Writing, • Write exceptionally clear, concise, and detailed epic specs user stories and acceptance criteria for complex features, leaving no ambiguity for the development teams., • Technical Alignment, • Work closely with technical leads and architects to understand technical constraints, resource requirements, and prioritization of features against technical debt., • Acceptance and Quality, • Be the sole decision maker for accepting or rejecting product level enhancements, holding the team accountable for meeting the definition of done and high-quality standard before any release., • Agile Team Facilitation, • Partner with engineers to define clear, achievable goals and lead all key ceremonies to maintain team focus, momentum, and alignment., • Monitor key metrics and work with team to continuously identify and remove execution impediments and bottlenecks., • Product Partnership, • 6-10 years of dedicated experience as a Product Owner in a fast-paced, high-execution environment, specifically managing complex software products., • Master-level understanding and practical application of Agile/Scrum principles; proven ability to drive a team's day-to-day execution effectively., • Exceptional attention to detail in writing User Stories and Acceptance Criteria; a demonstrated obsession with quality and clear documentation., • Strong background or foundational knowledge in software development processes, system integrations, and data flows to effectively guide technical decision-making., • Proven ability to communicate technical details and complex trade-offs clearly and precisely to engineering teams., • Certified Scrum Product Owner (CSPO) or Professional Scrum Product Owner (PSPO) certification is highly preferred. What You’ll Get: • Medical, dental, vision benefits, • Flexible PTO, • 401(k), • Flexible work from home policy, • Home office stipend, • Employee Assistance Program, • Gym/Wifi reimbursement, • Education assistance, • 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 DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. Job Description As a Manager in the Wealth & Asset Management Practice, you will apply your prior consulting/industry experience to manage key projects and initiatives for our Financial Services clients. Successful candidates will have 8+ years of consulting experience in asset management: Strategy, Target Operating Model Design or Business Transformation, and Implementation (SDLC/Agile). Our consultants possess exceptional communication, interpersonal and organizational skills. We are seeking critical thinkers with proven writing and presentation skills. If you meet / exceed the requirements for this hiring profile, we’d love to hear from you. Key Responsibilities As a core member of the Wealth & Asset Management Practice, you will: • Deliver on a range of client assignments, usually as part of an on-site project team (some travel may be required), • Develop working group, senior stakeholder and senior level presentations for stakeholders, • Manage portfolio of work from small to large projects involving platform integration and data conversions, • Work closely with developers to bridge gap between business and technology, • Ability to create system flow charts, sequence diagrams, understand system architecture and translating business requirements to technology, • Assist in developing thought leadership and building solutions and methods, • Develop exceptional trusted advisor relationships with our clients, • Identify opportunities for new business and support bid teams with proposals, • Contribute to the development of high-quality technical offerings, • Support the Sia practice and our people developmentQualifications, • Bachelor’s degree required in business or related field, • 8+ years of Management Consulting experience in Asset Management, • Demonstrates strong Project Management skills, preferably Scrum Master with Agile experience, • 1-3+ years in relevant management/leadership capabilities, • Demonstrates strong Business Analysis skills: define business requirements, translate requirements into system solution, reporting, creating detailed analysis, etc., • Lead teams through daily execution of activities, deliverables, project plans, and client presentations, while championing recruiting efforts to grow the practice, • Provide demonstrations to clients throughout the entire project life-cycle; provide technical leadership on project related tasks leveraging tools, templates & methodologies and establishing delivery dates are met, • A high level of drive and commitment to deliver high quality work under pressure to meet tight deadlines, • Act as a supportive team player who actively develops relationships and is eager to share knowledge with colleagues and our clients, • The ability to learn new subject matter rapidly and a desire to develop a deep understanding of the trends and challenges shaping Wealth & Asset Management, • Flexibility in approach with a willingness to adapt quickly and take initiative when working in unstructured environments with limited supervision, • An entrepreneurial mindset, including an excellent ability to uncover new opportunities for account Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation * Annual base salary starting at 150K, commensurate with experience and qualifications * Annual performance based discretionary bonus Robust Health Coverage * 3 Medical plans * Dental and Vision * Life, AD&D and other voluntary insurance Tax-Advantaged Accounts * 401K retirement plan * 4% matching and 100% vested upon enrollment * Health Savings Account (HSA) * Flexible Spending Account (FSA) * Health, Dependent Care, Commuter Family Friendly Benefits * 100% paid parental leave for all new parents with eligible tenure * Building Healthy Families program if enrolled through Medical plan Time Off to Recharge * Generous Paid Time Off (PTO) policy * 9 company holidays plus 1 floating holiday Extras that Make Life Easier * College savings and student loan repayment assistance * Monthly cell phone stipend * Access to wellness programs at no cost if enrolled through Medical plan, including: * Gym membership reimbursement * LiveHealth Online virtual care * Personalized support from a Well-being Coach * Employee Assistance Program at no cost * Free confidential counseling and emotional support services * On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to employ any applicant who will require, either now or in the future, employment visa sponsorship or sponsorship for work authorization (i.e., H-1B visa, F-1/OPT or STEM OPT, TN, etc.). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Job Description Tax Partner- High Net Worth RESPONSIBILITIES: • Ensure timely and accurate tax compliance for individual, fiduciary, and related entity tax filings while mitigating risks., • Develop and foster close relationships with clients and their advisors, providing exceptional service throughout the year., • Identify opportunities for value added services for clients, including tax efficiencies, estate and gift planning and other related matters., • Lead a team of tax professionals, fostering a culture of excellence, professional growth, and client service., • Identify and pursue new business opportunities. QUALIFICATIONS: • CPA required., • 8+ years of experience specializing in HNW tax advisory, with leadership experience., • Deep knowledge of federal and state tax laws, estate and gift tax regulations, and wealth transfer strategies., • Strong business development skills with a track record of growing and managing a book of business., • Exceptional client relationship management and communication skills. This role is open to lower level candidates that are looking for the partner path. Competitive annual salary in the range of $175,000 to $400,000+, based on individual’s experience level. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job DescriptionDescription: Due to continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial spirit and knows how to get things done. In addition to the traditional roll-up your sleeves tax review and client advisory, the role requires a strong sense of entrepreneurship, strategy, and management. We rely heavily on our local leadership team in each office to develop and execute the firm's vision. Who we are: Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 45 offices across 14 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority. What you will do: • Work with and support the firm's Director in leading and managing the local team, • Become a primary point of contact for clients from retiring partners, • Serve as the primary point of contact and relationship manager for new clients, • Work with the firm's executive team and Director to develop and execute the firm's growth initiatives, product, and services offering and operational strategies, • Review and manage individual, business (c-corps, s-corps, and partnerships) and trust tax return engagements, • Lead firm's consulting and advisory efforts in the region, • 7 - 12 years of experience preparing and reviewing individual, corporate, partnership and estate tax returns, • Bachelor's degree required; Master’s degree preferred, • CPA or EA certification required, • Direct experience managing staff and client relationships, • Excellent communication and attention management skills, • Proprietor mentality and work ethic, • Market-leading base compensation, • Paid medical benefits and 401(k), • Autonomy to lead and manage the office in a way that promotes overall wellness for yourself and employeesRequirements:

Job Description QCP is Asia's leading digital asset partner, empowering clients to seamlessly integrate digital assets into their portfolios. We offer a comprehensive range of solutions - from spot on/off ramping and fixed income strategies to vanilla options and bespoke exotics. Driven by the vision to be the most trusted partner in digital asset markets, we provide innovative solutions that make digital assets a core component of every portfolio, balance sheet, and treasury. Since our founding in 2017, we have witnessed the potential of digital assets to transform financial markets and the world at large. We exist at the centre of change, successfully navigating three market cycles and bridging institutional and crypto ecosystems. We work to build trusted partnerships, putting client success and care at the heart of everything that we do. Responsibilities • As a senior member of the sales team, you are required to proactively identify, acquire, and onboard new institutional and high-net-worth clients in the US. The ultimate objective is to grow the client franchise in the region., • Build and nurture long-term client relationships by understanding their trading needs and providing tailored solutions relating to spot trading (OTC / API), options, and / or structured products., • Lead client meetings and conduct presentations., • Gather market and client feedback to support the development of new product offerings., • Drive the expansion of the client footprint and conduct comprehensive user-mapping., • Collaborate closely with internal stakeholders to create and execute growth initiatives for attracting and retaining clients., • Provide insights into the needs of target client segments while analysing competitor product offerings., • Ensure clients receive exceptional experience throughout the sales and after-sales process., • Minimum 10 years’ relevant financial markets experience in sales and trading, wealth management products, or payments will be considered., • Prior experience in the digital assets space is a plus., • Proven capabilities in building strong relationships with clients and has existing relationships., • Proven track record in sales. The Environment We Offer As a growing firm with a tightly-knit team, we respect and listen to all our employees. You will get the chance to make an impact by having your voice heard by everyone, including the management. Our employees enjoy a high level of autonomy at work. We focus on substance, not form - as long as you can perform, you will be recognized and rewarded. We are also dedicated to supporting our staff and ensuring they develop holistically to maximize their potential in the long- term. We also provide flexible working arrangement as required and a casual and fun environment to boot!

Job Description Title: Tax Senior, Private Client Group Department: Tax, Private Client Group Supervises: N/A Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: As a Tax Senior in the Private Client group, you will be responsible for providing personalized tax advice, compliance, and planning services to high-net-worth individuals and families. You will collaborate closely with clients and other professionals within the firm to develop comprehensive tax strategies that align with their financial goals and objectives. RESPONSIBILITIES: • Work directly with clients to assess their financial situations, goals, and objectives., • Prepare and review individual, partnership, trust, foundation, and estate and gift tax returns, ensuring accuracy and compliance with tax laws., • Develop and implement personalized tax planning strategies that minimize tax liabilities while complying with relevant laws and regulations., • Build and maintain strong client relationships, becoming a trusted advisor in tax matters., • Stay up to date with changes in tax laws, regulations, and industry trends that could impact clients' financial situations., • Conduct in-depth research to address complex tax issues and provide innovative solutions., • Collaborate with other tax professionals, including managers and partners, to deliver comprehensive client solutions. Research and interpret tax laws and regulations to address client inquiries and ensure accurate reporting., • Assist clients in understanding their tax obligations and the implications of various financial decisions., • Calculate potential estate and gift tax liabilities and work within a team to recommend strategies to minimize these tax burdens., • Communicate complex tax concepts in a clear and understandable manner to clients with varying levels of financial literacy. Education: • 2 + years of experience in tax planning and compliance, preferably within a private client or wealth management environment., • Strong understanding of individual, partnership, trust, estate, and gift taxation., • Familiarity with tax software and technology for efficient compliance and research., • Excellent communication and interpersonal skills for building client relationships and working within a team., • Analytical mindset, attention to detail, and the ability to solve complex problems. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.