Wealth management jobs in Bayonne, New Jersey - Page 5Create job alerts

Job Description Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series C funding round brought our total investment to over $170 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 6 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Your Role: Lead global license strategy and applications across multiple jurisdictions (U.S., Canada, U.K./EU, MENA, APAC, LATAM), including new entity formation, application preparation, and full lifecycle project management to approval. • Responsible for owning the end-to-end process of obtaining, establishing, and launching regulatory licenses across multiple jurisdictions. This includes:, • Leading all aspects of license applications and renewals., • Drafting and maintaining policies, procedures, compliance manuals, and operational frameworks aligned with local regulations., • Developing business plans, governance structures, and regulatory strategies to support new market entries., • Managing preparation and submission of application materials, including forms, disclosures, and supporting documentation., • Coordinating with internal stakeholders, regulators, and external counsel to ensure timely and successful approvals., • Coordinate regulatory submissions for securities, crypto, and futures/derivatives licenses (e.g., broker-dealer, investment dealer, crypto asset service provider, money transmitter, introducing broker, FCM, or equivalent)., • Partner cross-functionally with Legal, Compliance, Risk, Finance, InfoSec, and Product teams to compile policies, procedures, corporate governance documents, and capital materials supporting applications., • Oversee license maintenance – ensure renewals, notifications, ownership or officer changes, and condition fulfillments are tracked and submitted on time in all jurisdictions., • Conduct market assessments – analyze new licensing opportunities, compare frameworks, and recommend strategic sequencing of global license expansion., • Maintain a global license inventory and centralized repository of approvals, conditions, and regulator correspondence, with periodic leadership reporting and dashboards., • Support strategic initiatives and M&A by coordinating change-of-control or post-transaction regulatory approvals with local counsel and regulators., • Monitor regulatory developments affecting Alpaca's existing and prospective licenses, providing early visibility and strategic guidance to leadership. Required Qualifications and Experience: • 7 – 12+ years of experience in international licensing and regulatory affairs within financial services, fintech, or digital assets (broker-dealer, FCM, crypto exchange, or payments firm)., • Demonstrated success leading multi-jurisdiction license applications and regulator engagements across North America, Latin America, Europe, the Middle East, and Asia., • Strong working knowledge of cross-border regulatory frameworks and authorities (SEC/FINRA, CFTC/NFA, CIRO, FCA, CNMV, MAS, ADGM, CMA, DFSA, ASIC, etc.)., • Excellent relationship management skills with regulators and local counsel; diplomatic communicator who can represent the company in regulator-facing discussions., • Proven ability to manage complex, high-stakes licensing projects end-to-end with minimal oversight., • Strong drafting and organizational skills with meticulous attention to accuracy and presentation., • Nice to have: experience structuring new entities, advising on prudential capital and governance requirements, and managing post-approval conditions or renewals.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 DescriptionAbout the Organization The Center for Sustainable Finance and Private Wealth (CSP) is a nonprofit organization that conducts academic and applied research into sustainable finance and impact investing issues, and trains ultra-high-net-wealth investors, philanthropists, next gen inheritors, and their advisors on evidence-backed frameworks for achieving greater–and more systemic–impact with their full range of capital. We envision a world where private wealth is a force for preserving and improving life for all—guided by evidence, collaboration, and a deep commitment to real-world impact. Headquartered in Zurich with teams in Asia and the Americas, CSP has developed a vibrant global network of 300 alumni and has helped mobilize up to $32 billion toward climate, environmental and social impact, and the UN Sustainable Development Goals (SDGs) over the past decade. Academic collaborators include University of Zurich, St. Gallen, MIT Sloan, Stanford PACS, and others. About the Role We are seeking an experienced trainer to help lead delivery of our educational programs on impact investing and sustainable finance targeting wealth holders and their advisors. Reporting to the Director of Programming and Engagement, this role focuses primarily on training and program execution, working within established frameworks while bringing deep subject matter expertise to enhance program quality. As our Senior Manager (or Director) of Training, you will be the go-to trainer, taking ownership of established training programs while supporting the execution of new program initiatives. This position is ideal for someone passionate about adult education, impact investing, sustainable finance, and delivering high-quality learning experiences that drive meaningful change. Key ResponsibilitiesTraining Delivery (40%) • Serve as primary trainer and facilitator for core modules in direct wealth holder training programs, both in-person and online, • Deliver foundational content for in-house trainings through partner organizations, • Serve as expert trainer for new program initiatives under guidance of Director of Programming and Engagement, • Ensure consistent quality, messaging, and learning outcomes across all training sessionsProgram Management and Program Support (40%), • Take ownership of managing 1-3 existing training programs, improving upon and delivering existing curricula and templates, including overseeing speaker management, logistics, etc., • Support Director of Programming and Engagement on program improvements and iterations for other programs, • Provide subject matter expertise input on curriculum development and program design across programs, • Support evaluation and assessment of program effectiveness through participant feedback, • Assist with translation of research findings into training content where applicable, • Contribute to cost-effectiveness goals for training programsExternal Representation & Partnership Support (10%), • Represent the organization as a subject matter expert at industry conferences, panels, and speaking engagements, • Cultivate relationships with senior-level partners, potential collaborators, and ecosystem leaders, • Participate in high-profile industry discussions and contribute to sector-wide conversations on impact investing and wealth managementTeam Collaboration & Development (10%), • Work collaboratively within CSP team in the US, as well as with teams in Europe and Asia, • Support capacity building across the team by sharing expertise and best practices, • Participate in strategic team planning and workflow optimization initiatives, • Contribute to organizational growth planning as the team scalesRequired Qualifications, • Minimum 7 years of substantive experience with demonstrated expertise in content delivery and facilitation for adult audiences on finance-related topics, • Background and subject-matter expertise in sustainable finance sector, particularly impact investing, philanthropy, sustainable finance, or wealth management, • Senior-level presentation and thought leadership experience, including speaking at industry conferences or professional events, • Experience in instructional design and curriculum development, • Knowledge of adult learning principles and training methodologies, • Proven track record of engaging and educating professional audiences, particularly high-net-worth individuals, family offices, institutional investors and/or senior wealth management industry executives, • Strong facilitation skills for both virtual and in-person formats with groups of varying sizes, • Experience with program management and coordinating multiple training initiatives simultaneously, • Demonstrated robust project management skills and expertise in a fast-paced, quickly evolving organization, • Demonstrated ability to engage and build relationships with a variety of stakeholders, • Exceptional written and oral communication skills, • Outstanding interpersonal skills, • Self-motivated and proactive, with the ability to work independently and collaboratively in a remote, small-team environment, • Flexibility and adaptability in a dynamic work environment, • Tech-savvy with proficiency in GSuite, Asana, Zoom, Microsoft Office Suite, etc., • Willingness and ability to travel domestically and internationally (up to approximately 20%) for training delivery, conference presentations, and strategic meetingsPreferred Qualifications, • Masters or Ph.D. in a related field a plus, • Knowledge of or background in systems thinking a plus, • Experience working for a small, entrepreneurial organization, • Fluency in Spanish and/or Brazilian Portuguese a plusWhat We Offer, • Flexible remote work with a preference for candidates in the New York, Boston, Chicago, Philadelphia, Los Angeles, or San Francisco Bay area, • Opportunity to make meaningful impact in the sustainable finance and philanthropy space, • Be part of a very results-oriented, entrepreneurial, pragmatic, science-based, and fast-moving global team that is highly qualified and deeply driven for the advancement of sustainable development., • Be deeply embedded in our unique global community of impact-minded academics (e.g., MIT Sloan, Stanford PACS, St. Gallen, etc.), practitioners (e.g. leading wealth management firms), and investors (e.g. ultra-high-net-wealth individuals and their family offices). Be part of an important movement and have a tangible impact on sustainable development., • Competitive compensation for a nonprofit organization, commensurate with experience, • 25 annual paid vacation days, up to 12 annual paid sick days, approximately 11 paid holidays + your birthday off, • Up to 9% employer-matched 401k pension contributions, • Company pays 100% of insurance premiums for employees and a portion of premiums for dependents, • Company pays a portion of dental and vision insurance premiums, • Travel opportunities to exciting destinations (e.g., Singapore, Zurich, Oslo, New York, Boston, etc.), • Stipend toward coworking membership, • Professional development support and growth opportunities, • Level: Senior Manager to Director level (exact level dependent on experience), • Reports to: Director of Programming and Engagement, • Start Date: Target September 2025 (flexible based on candidate availability), • Employment Type: Full-time preferred; open to part-time or contract arrangements for exceptional candidates, • Location: Remote within the United States, • Travel: Up to approximately 20% for training delivery, conference presentations, and strategic meetings We are an equal opportunity employer committed to diversity and inclusion. We encourage applications from candidates of all backgrounds who share our mission of creating positive change through education and strategic philanthropy even if you don’t meet every requirement. This position offers the opportunity to join a mission-driven organization focused on impact investing and strategic philanthropy, working as part of a collaborative team while taking ownership of critical training functions. The role provides significant growth potential within a rapidly expanding program portfolio. Powered by JazzHR dhWrQq0OIA

Job Description Summary Vertical Relevance is looking for an AWS App Modernization 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 App Modernization 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 native application solutions with customers * Review existing customer application full stack architectures and propose iteratives to move towards cloud native architecture * Code, test and deploy refinements in customer applications * 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 full stack business/consumer/corporate web and mobile applications built on AWS * Core: Terraform, CloudFormation, Azure Devops/TFS, EC2, Lambda, S3, AWS networking, .NET, IIS, MS SQL Server, Java, Apache Tomcat, SNS, Secrets Manager, CloudWatch Optional: SageMaker, Glue, Firehose, Hashicorp Vault, Dynatrace, Snowflake 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 Cloud Native Application Re-Architecture * Assist Customer with architectural reviews of existing application design and how to migrate it to AWS * Assist Customer in identifying aspects of existing applications that are prospects for migration to cloud native services to enable cost efficiency, security, performance, resiliency * Review Customers existing application monitoring and operational processes and tools and recommend how they can take advantage * Assist Customer in identifying how to decompose large applications with monolith designs into smaller decoupled implementations that can be deployed separately through DevOps practices and enable efficiencies in the Software Development Lifecycle * Assist Customer with migration activities associated with existing application moves to AWS * Deliver code and configuration changes in applications to adopt approved designs * Implement automated testing capabilities to effectively test the application changes * Assist Customer in adopting recommended practices in DevOps on AWS to improve efficiency in the Software Development Lifecycle 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 * 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 * Core: Terraform, CloudFormation, Azure Devops/TFS, EC2, Lambda, S3, AWS networking, .NET, IIS, MS SQL Server, Java, Apache Tomcat, SNS, Secrets Manager, CloudWatch Optional: SageMaker, Glue, Firehose, Hashicorp Vault, Dynatrace, Snowflake 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 & Frameworks – Python, Java, JavaScript, NodeJs, ReactJS, Angular, Vue, Ruby, SQL, SOAP, REST, GraphQL, gRPC * Tooling, Services & Libraries – Jenkins, Gitlab, Terraform, Vault, Git, Subversion, Docker, Kubernetes, DataDog, Apache, NGINX, IIS * Databases – MySQL, PostgreSQL, Oracle, SQL Server Relevant AWS Services * AWS Infrastructure Scripting - CloudFormation, AWS CLI, AWS CDK * AWS Storage Services – S3, EBS * AWS Compute Services - EC2, ECS, EKS, ECR, Lambda, Batch, Elastic Beanstalk * AWS Database Services - RDS, DynamoDB, Elasticache * AWS Networking Services - VPC, Route53, API Gateway, CloudFront, App Mesh, Global Accelerator * AWS Developer Services - CodePipeline, CodeBuild, CodeCommit, CodeDeploy, X-Ray * AWS Management and Governance Services - CloudWatch * AWS Security, Identity, Compliance Services - IAM, Key Management Service, Secrets Manager, Cognito, Certificate Manager, WAF & Shield * AWS Application Integration Services - SNS, SQS, Step Functions, Simple Workflow, EventBridge, Appflow * AWS Front-End Web & Mobile – Amplify, AppSync, Device Farm, Amazon Location Service * AWS Frameworks – Serverless Application Model (SAM) 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 fvOzohi8Qd

Job Description About Our Client Our client is a leading provider of CFO advisory, bill-pay, and comprehensive financial management solutions for Ultra High Net Worth Individuals (UHNWI). Their clients rely on them for strategic financial insights and guidance on a high-touch, discrete basis. Their clients depend on their expertise to navigate complex financial and non-financial situations. Position Overview Our client is seeking an exceptional leader to lead their growing CFO Advisory and Bill-Pay division and drive the next phase of expansion across private wealth segments. This senior leadership role combines strategic leadership, business development, and operational excellence to position the company as the premier choice for UHNWI seeking strategic CFO advisory services and/or bill-pay solutions. The successful candidate will be responsible for overall performance, client satisfaction, team development, and market expansion while maintaining the highest standards of advisory excellence, discretion, and professional service delivery. Key Responsibilities Strategic Leadership · Develop and execute business strategy to achieve growth targets · Drive innovation in service delivery models and technology adoption · Position the firm as a trusted strategic partner for its clients · Lead market expansion initiatives · Establish strategic partnerships and alliances to enhance market position Business Development & Client Management · Develop and manage relationships with clients · Lead major client acquisition initiatives · Develop pricing strategies and service offerings that align with market demands · Ensure highest levels of discretion and confidentiality for all client relationships · Represent the company at industry conferences, forums, and networking events Operational Excellence · Oversee delivery of strategic CFO advisory services · Collaborate with clients’ advisory teams to enhance strategic planning and financial decision-making · Manage bill-pay services for clients · Ensure consistent service quality and client satisfaction · Implement robust security protocols and confidentiality measures for operations · Establish scalable processes and systems to support rapid growth · Manage risk and compliance across all client relationships · Oversee technology infrastructure for secure financial transactions and reporting Team Leadership & Development · Build, lead, and mentor a high-performing team of finance professionals · Develop talent acquisition and retention strategies · Foster a culture of excellence, innovation, and client-centricity Financial Stewardship · Oversee financial performance, budgeting, and forecasting · Ensure robust financial controls and reporting mechanisms · Drive profitability improvements and operational efficiency initiatives Requirements Education & Credentials · Bachelors in Accounting, Finance or related field · CPA, CFA, or similar professional accounting/finance certification would be strongly preferred Experience · 10+ years of progressive leadership experience in finance, , private wealth management, or other professional services · Experience managing UHNWI or family office operations · Experience in developing and executing a professional services strategy and business model with P&L responsibility · Background in bill-pay operations, wealth management, or private banking preferred Technical Skills · Deep expertise in finance, financial planning & analysis, and strategic financial advisory · Proven ability to provide strategic financial guidance and decision-support · Knowledge of bill-pay processing systems, wealth management platforms, and private banking operations · Understanding of payment processing, wire transfers, and secure financial transaction systems · Knowledge of industry-specific regulatory requirements · Expertise in confidentiality protocols and data security for clients Leadership Competencies · Exceptional communication and presentation skills for C-suite audiences · Proven ability to build and scale high-performing organizations · Change management and organizational transformation experience Benefits Compensation & Benefits · Highly competitive base salary commensurate with experience (400k+ Base) · Performance-based bonus tied to company and individual objectives · Equity participation with significant upside potential · Comprehensive health, dental, and vision insurance · Retirement savings plan with company matching Work Environment · Opportunity to lead a rapidly growing, industry-leading organization · Collaborative, entrepreneurial culture with high autonomy · Flexible work arrangements including hybrid options · Opportunity to work and collaborate with UHNWI Equal Employment Opportunity and Non-Discrimination Policy Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status. Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected. Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations. Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location. Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable. Privacy and Pay Equity: • Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available., • Rhode Island: We do not request or require salary history from applicants., • Connecticut: We provide wage range information upon request or before discussing compensation. Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law. Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate. Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.

Job Description We are hiring External Auditors at the Senior Associate level for one of our big 4 customers upcoming busy season. They will support a variety of clients in the ASSET & WEALTH MANAGEMENT (AWM) sector ranging from small, fast-growing clients, to large entities. Location: These roles are REMOTE, with primary demand in New York, Chicago, Boston, and the Midwest. For candidates located elsewhere, candidates must be able to work on East Coast hours. In-Person Office Work: Not required, but candidates who are open to working a few days a week in-office are preferred. Start Date: January End Date: March/April Hours: Expected weekly hours range from 40 to 55, but may vary depending on team needs. As these roles are part of the Audit Busy Season, the potential for long hours and weekend work is expected. Overview: Demonstrates thorough knowledge and/or a proven record of success of Generally Accepted Accounting Principles in the United States (U.S. GAAP), United States Generally Accepted Auditing Standards (U.S. GAAS) and the Public Company Accounting Oversight Board (PCAOB) standards, emphasizing an overall extensive understanding - for the respective industry - of the applicable business and accounting issues, and technical accounting and financial reporting standards.

Job DescriptionMarcus & Millichap, Inc. is looking for a Principal Product Manager to join our Information Technology team in a newly created leadership role. This is an exciting opportunity to take full ownership of the end-to-end lifecycle of digital products. You’ll work cross-functionally with engineering, design, marketing, and other stakeholders to define strategy and deliver innovative, user-centric software solutions that drive measurable business value and enhance customer satisfaction. The anticipated salary range for candidates who will work in Manhattan, NY is $200,000 - $250,000/annually plus bonus. The final salary offered to a successful candidate will be dependent on several factors that may include but are not limited to the type of experience within the industry, education, etc. Marcus & Millichap is a multi-state employer, and this salary range may not reflect positions that work in other states. Job Responsibilities: • Product Ownership: Define, prioritize, and maintain the product roadmap in alignment with business goals, user needs, and technical feasibility. Ensure roadmap visibility and alignment across all stakeholders., • Requirement Gathering - Internal: Conduct research, interviews, and analysis to gather insights and translate them into clear product requirements (PRDs, user stories, wireframes)., • Requirement Gathering - External: Conduct market research and analyze industry trends to inform product direction and identify opportunities., • Agile Leadership: Lead agile ceremonies (stand-ups, backlog grooming, sprint planning, retrospectives), ensuring cross-functional teams are aligned and delivering value. Promote agile best practices and continuous improvement., • Stakeholder Management: Collaborate closely with C-Suite leaders and the senior management team, including business, technical, and customer-facing functions to gather feedback and communicate product direction and outcomes. Build strong relationships to drive stakeholder engagement and alignment., • Metrics & Analysis: Use data to define KPIs, monitor performance, and identify opportunities for innovation, improvement, and optimization., • Go-to-Market Strategy: Partner with sales, operations, and support teams to successfully launch new features and products. Develop and execute comprehensive go-to-market plans to ensure adoption and impact., • Customer Advocacy: Champion the voice of the user throughout the development lifecycle to ensure the delivery of high-quality experiences., • Continual Improvement: Drive continual improvement within the Product Management department. Implement best practices, optimize processes, and foster a culture of excellence.Desired Skills & Experience:, • Bachelor’s degree in business, management or technology., • Experience: 10-15 years of experience in product management, with a proven track record of leading successful product teams and delivering impactful products., • Agile/Scrum: Strong knowledge of Agile/Scrum development methodologies. Experience in leading agile transformations is a plus., • Product-Led Growth: Demonstrated success implementing product-led growth strategies with measurable improvements to key metrics. Ability to drive growth through innovative product strategies., • Cross-Functional Collaboration: Strong business acumen with proven ability to work effectively with cross-functional teams and manage multiple priorities., • Leadership: Exceptional leadership and stakeholder management capabilities, with a talent for uniting teams and reconciling varied business interests., • Operational Excellence: Results-oriented and self-motivated, with a proven ability to lead through complexity and prioritize effectively in high-pressure environments., • Tools: Familiarity with tools like Jira and Confluence. Experience with other product management and collaboration tools is a plus., • Technical Background: Technical background or experience working closely with software engineers is preferred. Ability to understand and communicate technical concepts effectively., • Communication Skills: Exceptional oral and written communication skills with the ability to influence stakeholders at all levels. Strong presentation and negotiation skills. #LI-CT1Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, research, and advisory services available. Founded in 1971, Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with nearly 1,700 investment sales and financing professionals in 80+ offices throughout the United States and Canada. Marcus & Millichap closes more transactions than any other real estate investment brokerage firm nationwide. In 2024, the firm closed 7,836 transactions with a sales volume of approximately $49 billion. The firm has perfected a powerful property marketing system that integrates broker specialization by property type and market area; the industry’s most comprehensive investment research; a long-standing culture of information sharing; relationships with the largest pool of qualified investors; and state-of-the-art technology that matches buyers and sellers. Marcus & Millichap provides equal employment opportunities to all employees and applicants for employment without discrimination with regard to race, religious belief (including dress or grooming practices), color, sex, sex stereotype, pregnancy, childbirth or related medical conditions (including breast feeding), age, national origin, ancestry, sexual orientation, gender identification and expression, transgender status, physical or mental disability, medical condition, genetic characteristics, genetic information, family care, marital status, enrollment in any public assistance program, status as military, a veteran or qualified disabled veteran, status as an unpaid intern or volunteer, or any other classification protected by law. We also prohibit discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. In addition to federal law requirements, Marcus & Millichap complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. 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 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 Director of Strategic Business Development to drive 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 Director of Strategic Business Development, 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, and other firms who allocate capital and would greatly benefit from the Arch platform. * Manage end-to-end client acquisition process - including lead generation, qualification, product demonstration, and conversion * Collaborate cross-functionally with Partnerships, Product, Operations, and the Executive Leadership team to acquire and attract new clients * Learn from every interaction, bringing market insights to Arch Engineering and Operations to improve the core product continually. Reach out to us if you: * Have 5-7 years of experience in Business Development within a SaaS technology company, preferably in a growth stage startup. * 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 - $320K

Job Description Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series C funding round brought our total investment to over $170 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 6 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Your Role: Our finance team at Alpaca is seeking an FP&A Manager to lead financial planning, analysis, and reporting for our fast-growing and innovative API-driven trading brokerage. In this role, you'll manage budgeting, forecasting, and performance insights to drive strategic decisions, collaborating with cross-functional teams in a fast-paced fintech environment. Reporting to the Finance Director, you'll support a range of key processes including financial forecasting and budgeting, monthly/quarterly closes, data analysis and growth modeling, and investor communications. Things You Get To Do: • Forecasting and Budgeting: Maintain complex forecasting models and oversee the quarterly/annual budgeting process, incorporating key metrics from API integrations, trading activities, and various other economic indicators., • Financial Modelling: Build and update financial models to support scenario planning, initiative assessments, cash flow forecasting, and investment evaluations to support a range of forecasting and strategic planning for the company., • Financial Closing: Assist with and ultimately lead the monthly/quarterly financial closing processes, ensuring accuracy and timeliness and delivering key insights to management., • Reporting: Prepare monthly/quarterly reports for internal management updates, team presentations, and external stakeholders including investor communications, quarterly board meetings, marketing or fundraising materials, etc., • Variance Analysis: Perform variance analysis on financials and key business metrics, using internal models and data dashboards to track and analyze performance., • Cross-Functional Collaboration: Collaborate with cross-functional teams on budgeting, resource allocation, and hiring processes., • Ad-Hoc Projects: Handle ad-hoc requests, projects, and special analyses, such as product profitability assessments or risk evaluations. Who You Are (Must-Haves): • Bachelor's degree in Finance, Accounting, Economics, or a related field., • 5–8 years of experience in Finance, FP&A, or Strategic Finance, ideally in fintech, brokerage, payments, or SaaS., • Strong understanding of financial modeling, forecasting, and key SaaS/fintech metrics (ARR, CAC/LTV, gross margin, net revenue retention)., • Prior experience in a growth-stage, venture-backed company or financial services environment preferred., • Proven track record of partnering with cross-functional teams and supporting departmental budget management. Who You Might Be (Nice-to-Haves): • CFA, MBA, or advanced finance certification., • Experience in the fintech sector, particularly with analyzing revenues generated by trading platforms, recurring subscriptions, and brokerage services., • Team leadership or cross-functional project management in tech environments., • Knowledge of statistical/machine learning tools for advanced forecasting., • Previous experience at both large companies and start-ups., • Passion for investing, trading innovations, and financial markets or the desire to learn.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 Position Description The Credit Analyst will be part of a larger Fixed Income team with responsibilities including, but not limited to, the following: • Conduct fundamental credit analysis of both Investment grade corporate issuers and municipal issuers using self-created dynamic modeling tools that can respond to both credit and macro driven events., • Assign & maintain internal credit ratings and monitor issuer fundamentals, ratings changes, and macroeconomic trends. Assign periodic industry/sector outlooks to both corporate and municipal sectors., • Conduct portfolio analysis for prospective and current clients., • Work closely portfolio managers, effectively communicating credit risk assessments and analysis to support the portfolio manager’s investment decisions. Providing on-going surveillance of credit exposure, staying abreast of all issuer updates, and relying relevant information to the team., • Partner with Firm’s Economist, wealth and client advisors to support new business efforts and maintain strong client relationships., • Help to ensure portfolios adhere to internal investment guidelines, client mandates, and applicable regulatory frameworks., • Bachelor’s degree in Finance, Economics, Accounting, or a related field; advanced degree (MBA, MPA) or CFA designation a plus., • 3-5 years of experience in credit analysis preferably within a wealth management, investment advisory, asset management environment or ratings agency environment., • Strong understanding of investment grade corporate structures, municipal bond structures and preferred securities., • Ability to work independently and collaboratively in a client-centric, performance-driven culture., • Excellent analytical, communication and presentation skills. We offer a competitive and comprehensive compensation and benefits package that is based on, among other things, your overall performance and contributions to the firm. The salary range for this job is $115,000 to $135,000. Base salaries are determined based on a wide variety of factors including but not limited to years of relevant experience, education and other qualifying factors like additional accreditations. Base salary does not include others forms of compensation and benefits including medical and dental coverage, disability and life insurance, 401(k) plan (and company match on contributions made) and accrued paid time (which may vary based on role and tenure). Powered by JazzHR kETiZA8mYs

Job 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. About The RoleIn this role, you will build and launch features that directly improve the financial well-being of our users. You will have the opportunity to shape the product roadmap, make key decisions that drive impact, and bring your strategic thinking, creativity, and user-centric approach to life. The ideal candidate is a strong communicator, problem-solver, and leader who can balance user needs, business objectives, and technical constraints. You'll be expected to dive into the details of product development, collaborate with diverse teams, and use data to inform and refine your approach. You'll work alongside a team that values innovation, collaboration, and delivering exceptional products for our users and enterprise partners.What You’ll Do • Lead the end-to-end product development process, shaping a roadmap that aligns with user needs and business objectives, and driving initiatives across discovery, prioritization, development, and distribution., • Build a deep understanding of user requirements and market opportunities, developing user-centric products by partnering with internal teams to define and refine feature requirements., • Work closely with design, engineering, data science, and program management, co-creating and iterating on product features based on feedback from customer-facing teams and users., • Be hands-on with prototypes and data, using insights and storyboards to inform and enhance product requirements. Continuously monitor product usage to guide improvements that meet user expectations and business needs., • Align cross-functional teams and ensure smooth product development, effectively communicating progress, learnings, and plans across different levels and departments of the organization., • Ensure that all product launches meet the highest quality standards expected by enterprise partners, collaborating with customer success, sales, and enablement teams to drive product adoption.Qualifications, • 5 or more years of product management experience, demonstrating a strong ability to lead products from ideation to delivery while balancing user needs, business goals, and technical capabilities--ideally at an early stage, venture backed technology company., • User-centered mindset with a passion for understanding and enhancing user experiences, and advocating for decisions that drive positive outcomes for our users., • Demonstrate strong analytical and problem-solving skills, using data insights to make informed product decisions and translate findings into actionable improvements., • Excellent communication skills, able to clearly convey product vision, updates, and plans to internal teams and external partners., • Proven success leading cross-functional teams, managing multiple projects, and balancing competing priorities to deliver high-quality products on time., • Display a proactive, results-oriented approach, with the ability to quickly prioritize and drive initiatives forward to achieve product and business objectives.

Job DescriptionWealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth. A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators! We are looking for a motivated and experienced Quality Assurance (QA) Analyst to join our team! As a Quality Assurance (QA) Analyst, you will be responsible for planning, implementation and monitoring of the quality assurance test cases.Responsibilities: • Plan, write and execute functional testing, integration testing, smoke testing, regression testing, and user acceptance testing, • Implements, performs and documents assigned control reviews; performs and conducts testing based on detailed procedures and processes, • Identifies issues, exceptions and patterns, escalates to management for resolution and formally documents findings, • Identifies areas of risk and make recommendations on operational improvements, processes for compliance, quality assurance and any additional training essential to mitigate risk, • Analyze new product features and business requirements to create in depth test cases, • Testing case regression, verification, and ad hoc of newly implemented features, • Ability to manage the full life cycle of defects, from research to tracking to closing, • Identify any potential problems that users might encounter, • Collaborate daily with Product and Engineering to test, • Pull Request in staging then productionQualifications:, • Preferred 3-5 years of experience, • Must be proactive, flexible, and able to adapt the QA processes to the critical needs of the product and development team, • Strong written and verbal communication skills, • Strong observational skills. Analytical, organized, and detail oriented, • Ability to work well in a group setting with people of different disciplines API testing, • Strong understanding of existing Quality Assurance processes, • Competitive Salary., • Fully remote, flexible work environment. We do however meet together in person several times a year., • Full medical and dental benefits., • Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged., • Paid Parental Leave., • Company equity managed through Carta., • 401k with Match and 100% vesting upon hire.

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

Job Description About Figure Figure (NASDAQ: FIGR) is transforming capital markets through blockchain. We're proving that blockchain isn't just theory - it's powering real products used by hundreds of thousands of consumers and institutions. By combining blockchain's transparency and efficiency with AI-driven automation, we've reimagined how loans are originated, funded, and traded in secondary markets. From faster processing times to lower costs and reduced bias, our technology is helping borrowers, investors, and financial institutions achieve better outcomes. Together with our 170+ partners, we've originated over $17 billion in home equity loans (HELOCs) on our blockchain-native platform, making Figure the largest non-bank provider of home equity financing in the U.S. Figure's ecosystem also includes YLDS, an SEC-registered yield-bearing stablecoin that operates as a tokenized money market fund, and several other products and platforms that are reshaping consumer finance and capital markets. We're proud to be recognized as one of Forbes' Most Innovative Fintech Startups in 2025 and Fast Company's Most Innovative Companies in Finance and Personal Finance. About the Role Figure is seeking a dynamic, versatile Partnerships leader to drive adoption of Figure's Democratized Prime and Crypto-Backed Loan (CBL) products. You will lead Figure's strategy and partnerships efforts to grow assets and loan volume through TradFi institutions and centralized crypto-native platforms. In doing so, you'll contribute to Figure's strategy to continue scaling the largest, blockchain-based capital markets Ecosystem. You will source and negotiate high-impact partnerships while cultivating long-term relationships across TradFi and crypto-native players. You will collaborate together with partners and Figure's internal teams to craft amazing B2B2C product experiences for our customers. What You'll Do • Identify, source, and negotiate high-impact strategic opportunities across TradFi and centralized crypto-native platforms, • Design and execute go-to-market strategies to grow our Democratized Prime and Crypto-Backed Loan solutions through B2B2C channels, • Identify compelling use cases and partnership opportunities together with our product team, • Build and sustain senior executive relationships at relevant ecosystem players, • Collaborate internally with product, marketing, legal, and compliance teams to efficiently execute deals and activate new partnerships, • 7+ years of experience in strategic partnerships, product partnerships, or related fields, • Combination of experience in financial services, fintech, wealth management, blockchain and/or digital assets technologies, • Basic fluency in the digital asset and crypto ecosystems, • Track record of identifying, sourcing, and closing complex strategic partnerships, • Strong pipeline and territory management – including effective use of a CRM (e.g. Salesforce), • Ability to bridge the gap between TradFi and crypto stakeholders, • Base & Variable Compensation Range: $190k - $250k per year, • Restricted Stock Units (RSUs) package, • Variable compensation determined based on performance related to assets and funded volume outcomes, • Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans, • Company HSA, FSA, Dependent Care, 401k, and commuter benefits, • Employer-funded life and disability insurance coverage, • 11 Observed Holidays & PTO plan, • Up to 12 weeks paid family leave Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-RF1 #LI-Hybrid

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Account Executive, Institutions LOCATION: Fully Remote - West Coast US SALARY: $245,000 - $260,000 OTE (base plus commission), plus equity The Role: As an Account Executive, Institutions at Canoe Intelligence, you will develop and execute strategies to identify, engage, and close new business opportunities within our Institutional Segment. The position's primary goal will be to drive revenue growth by establishing strong relationships with key decision-makers and influencers within target institutions. What You’ll Do: • Identify and target potential West Coast based clients, • Build and maintain a strong sales pipeline through proactive prospecting and lead generation activities, • Conduct thorough research to understand the needs, pain points, and priorities of prospective clients, • Develop and deliver compelling sales presentations and product demonstrations to showcase the value of Canoe Intelligence's solutions, • Collaborate with internal teams, including sales engineering, business development, marketing, and client success, to ensure a seamless client onboarding and implementation process, • Negotiate contract terms and pricing agreements to drive successful deal closures, • Provide accurate sales forecasts and reports to the sales management team, • Stay up-to-date with industry trends, competitive landscape, and regulatory changes that impact the institutional sector What We’re Looking For: • 5+ year track record of success in fintech sales and business development or comparable industry with exposure to the pension, foundation and endowment vertical, • Strong knowledge of the alternative investment industry, including key players, industry regulations, and market trends, • Excellent communication and presentation skills, with the ability to effectively articulate complex concepts to both technical and non-technical audiences, • Demonstrated ability to build and maintain relationships with senior-level decision makers and influencers, • Strong negotiation and closing skills, with a focus on driving revenue growth, • Self-motivated, proactive, and results-oriented mindset, • Ability to work effectively in a fast-paced, dynamic startup environment, • Proficiency in CRM software and other sales productivity tools, • College educated, Bachelor’s degree 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 Description Who We Are: Click Therapeutics, Inc., develops, validates, and commercializes software as prescription medical treatments for people with unmet medical needs. As a leading innovator of Digital Therapeutics™, Click delivers accessible, clinically proven, FDA-regulated prescription treatments to the smartphone in your hand. Click's treatments are defined by a commitment to applying technical and scientific rigor and patient-centric design to the development process. This results in uniquely engaging experiences that achieve compelling clinical outcomes for patients seeking new treatment options. Click Therapeutics continuously expands and refines its platform with novel cognitive, behavioral and neuromodulatory mechanisms of action and advanced data-driven tools such as artificial intelligence and machine learning. The digital therapeutics under development on Click's platform address diverse areas of therapeutic need, including indications in psychiatry, neurology, oncology, immunology, and cardiometabolic diseases. Consistently named a best place to work, Click fosters an inclusive, diverse workforce of innovators, clinicians, scientists, researchers, designers, technologists, engineers and more, united in a common mission to provide patients everywhere access to safe and effective prescription digital therapeutics. For more information, visit and connect with us on LinkedIn. About the Role: We are looking for a Product Solution Architect to lead the conception and definition of new digital therapeutic products during the partnership development process including showcasing our capabilities and educating potential partners about the value and capabilities of our solutions. This individual must be adept at identifying and evaluating new opportunities, meeting with potential partners and customers to understand their needs, and translating that understanding into viable, engaging product concepts. Click's software and technology is pioneering in health care which requires this role to collaborate with multiple experts such as clinicians, scientists, product designers, software engineers, and commercial leaders. You will be at the forefront of our innovation efforts, responsible for shaping the next generation of our products. This position is based out of Click's headquarters located in Tribeca, NYC, at the center of one of the fastest-growing digital health communities. We have a hybrid working model that consists of at least 3 days in office each week. Responsibilities: • Lead the product conceptualization and scoping process for new product concepts that deliver therapeutic value to our patients and partners in collaboration with scientific, business, and engineering leaders., • Lead product concept definition, establish clear requirements, and develop product roadmaps for new initiatives., • Meet with potential partners, customers, and internal stakeholders to gather insights, define project scope, and build strategic alignment., • Deliver product demos, facilitate workshops, and represent product and technical capabilities externally., • Serve as the primary point of contact for Technical Due Diligence conversations demonstrating a strong understanding of product design, engineering, cybersecurity, data infrastructure, and AI/ML concepts, • Develop and manage project and product estimations, creating timelines and roadmaps to ensure timely development and testing of new concepts., • Deeply understand and synthesize the complexities of the healthcare environment, including patient journeys and clinical workflows, to identify high-potential product opportunities., • Develop Compelling Narratives and Visuals supporting creation of visually engaging presentations, collateral, and prototypes that clearly articulate platform and product vision, technical feasibility, and value propositions to both technical and non-technical audiences., • Create prototypes using GenAI or low code tools to validate or visualize patient treatment concepts and drive interest, • Lead rapid user and market research to rapidly deepen our understanding of a product concept, market, or patient population, • Interface with scientific and commercial collaboration partners throughout the initial design and development of new product opportunities., • Drive ongoing process improvements to continually improve our Go to Market, Product Concept, and Estimations process, • Identify opportunities to utilize and implement AI tooling to improve ongoing processes, • 7-10+ years of experience working in a Product Management, Solutions Engineering, or a similar cross-functional role in an agile environment for mobile or software products., • 5+ years working in Healthcare, ideally in a digital health or regulated environment, • Experience meeting with external customers or partners to define technical and product requirements., • Experience using GenAI tools and developing LLM-enabled processes for ongoing process improvement, • Background or previous experience in neuroscience, psychiatry, psychology, behavior change, digital health or a related field., • Proven ability to work on cross-functional teams to deliver software applications., • Excellent verbal and written communication skills to define product requirements, create project estimates, and work effectively with stakeholders and upper management., • Strong technical leadership, project management, business analysis, and analytical problem-solving skills., • Experience translating technical concepts and solutions to non-technical and executive audiences., • Experience conducting user research through both qualitative and quantitative methods., • Experience in a client-facing or business development role within a technical environment. The base salary range for this position is between: $180,000 - $225,000. The final base salary will be dependent upon skills, experience and location. In addition to the base salary, Click Therapeutics offers an annual performance-based cash bonus and a generous equity package. Benefits: The role includes great benefits and is an excellent wealth-building opportunity at a fast-growing pre-IPO company in a nascent and extremely exciting space. Competitive Salary with Annual Review | Cash Bonus | Stock Options | 5% 401(k) matching | Medical | Dental | Vision | Life Insurance | Voluntary Benefits | Unlimited PTO | Uber One | Nectar Rewards | One Medical | Fertility Support | Fitness Reimbursement | Bike Membership | Professional Development Stipend | DoorDash and Catered Lunches | Parent Benefits | LinkedIn Learning | Gemini Enterprise Stack | Industrious Workspaces | Commuter Subsidies | Flexible Work Arrangement | Choice of Mac or Windows | Sponsored Company Events | Office Snacks and Beverages | Much More… Equal Employment Opportunity: Click Therapeutics is committed to equal opportunity in the terms and conditions of employment for all employees and job applicants without regard to race, color, religion, sex, sexual orientation, age, gender identity or gender expression, national origin, disability or veteran status. Click Therapeutics also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as employment eligibility verification requirements of the Immigration and Nationality Act. All applicants must have authorization to work for Click Therapeutics in the U.S. In certain circumstances it may be advantageous to Click Therapeutics to support the application(s) for temporary visa classification and/or sponsor applications for permanent residence so that a foreign national colleague can accept or remain in a work assignment in the U. S. For certain classes of temporary visas, the resulting work authorization may be specific to Click Therapeutics and the specific job and/or work site. Click Therapeutics may at its business discretion decide to or refrain from obtaining, maintaining and/or extending the temporary visa status and/or sponsoring a colleague for permanent residency and /or employment eligibility, considering factors such as availability of qualified U.S. workers and the colleague's long-term prospects for securing lawful permanent residence, among other reasons. Employment applicants requiring immigration sponsorship must disclose, when initial application for employment is made, whether or not they are legally authorized to work for Click Therapeutics in the U.S. and, if so, whether that authorization permits them to work in the job they seek. In no case should Click Therapeutics support of a colleague's temporary visa application or sponsorship of a colleague for permanent residence be construed to guarantee success of that application or amend or otherwise invalidate the "at-will" employment relationship between the colleague and Click Therapeutics. Recruitment Phishing Scams: Fake job advertisements and offers are increasingly appearing on the internet. If you have encountered a job posting or have been approached with a job offer that you suspect may be fraudulent, we strongly recommend you do not respond and report it to the Federal Trade Commission and the FBI at . Please be mindful of the following: • Click Therapeutics will only reach out to you through an "@clicktherapeutics.com" email address., • Other than your email address or telephone number, which you may provide via a job application portal, Click Therapeutics will never ask you to provide personally identifiable information about yourself (such as a Social Security Number or Driver's License Number) via a messaging application (like that used on the LinkedIn platform or Microsoft Teams)., • Click Therapeutics will conduct interviews face-to-face over Zoom., • All job postings will be listed on the Click Therapeutics official career page.

Job Description SVP, Director of Product and Enterprise Sales Level/Function: Senior Group Manager / Enterprise Sales Reports to Head of Global Sales and Relationship Management About BetaNXT: BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. Overview of the SVP, Director of Product and Enterprise Sales: We are seeking a dynamic and results-driven Sales Manager to lead and grow our Sales Team in a fast-paced, innovative environment. The ideal candidate will have a deep understanding of the Wealth Management industry, financial technology solutions and a proven track record of driving sales strategies, building client relationships, and closing high-value deals. You will play a critical role in expanding BetaNXT’s market presence and revenue base by delivering cutting-edge solutions to financial institutions, businesses, and partners. This leadership role will play a critical part in BetaNXT’s strategy and business growth going forward. Responsibilities of the SVP, Director of Product and Enterprise Sales: • Develop and execute comprehensive sales strategies to achieve revenue targets and expand the company’s market share in the WealthTech sector, • Ensure the Sales Team’s strategy and goals are aligned to BetaNXT’s strategy and mission, • Lead, coach, and mentor the Sales Team (both Enterprise and Product sales), ensuring they meet individual and team performance goals. A key area of focus will be on guiding the team to closing new business and achieving better wallet-share penetration for current clients, • Identify and pursue new business opportunities by developing relationships with key decision-makers in the wealth management universe, traditional banks, broker dealers, family offices, other financial institutions, payment providers, established and emerging fin-tech providers and other relevant industries, • Collaborate with marketing, product development, and Account Management teams to refine product offerings and create tailored solutions for clients and prospects, • Conduct market research and competitor analysis to stay ahead of industry trends and identify growth opportunities and align the sales team to those opportunities, • Prepare and deliver compelling sales presentations and proposals to prospective clients, • Negotiate contracts, pricing, and terms of service to close deals effectively and in alignment with company objectives, • Create, monitor and maintain the sales pipeline and revenue forecasts, and provide regular updates to senior management, • Ensure the Salesforce application is updated and reflects all current activity for all team members. Work to ensure proper reporting and systems enhancements are completed, • Stay updated and current and act as the SME for latest trends, regulations, and technologies in the FinTech and Wealth Management landscape to ensure the company remains competitive, • Leverage industry contacts and market knowledge to refine BetaNXT’s approach to sales, • Bachelor’s degree in business, Finance, Marketing, or a related field (MBA is a plus). Industry credentials such as FINRA Series exams and/or SIFMA Institute are also a plus, • 10+ years of sales management experience in the FinTech or Wealth Management or financial services industry, with a strong track record of meeting or exceeding sales targets. Experience in a private equity owned or managed business is preferred, • Proven track record of managing and developing successful sales teams in the Wealth Management and financial services industry and delivery growth and a commitment to success, • In-depth knowledge of financial technology products, including payment solutions, blockchain, banking software, and digital financial services, • Strong network of contacts in the financial services industry, including C-level executives and Board-level executives. Proven ability to interact and influence at this level is key, • Excellent verbal and written communication, negotiation, and presentation skills. Ability to work in a fast-paced environment and manage multiple priorities, • Analytical mindset with the ability to assess customer needs and align them with innovative solutions. Understanding and ability to create reports and use data to drive decision-making, • We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum salary of $100,000 plus bonus opportunities and other incentives. #LI-Remote

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Investment Relations Coordinator LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $70,000 to $75,000 base, plus bonus and equity (based on NYC, will be adjusted for geo) The Role: Canoe is transforming how institutional investors manage alternative investment data. We automate document collection, data extraction, and delivery for the world’s leading allocators. As we scale, we continue to add to our operational engine — and we’re looking for a high-performing operator to help support that transformation. Canoe is seeking an Investment Relations Coordinator to support our outreach to investment managers and assist with data-related projects. The Coordinator will be responsible for coordinating and tracking manager outreach campaigns, ensuring reporting connectivity for our clients, and maintaining accurate records of manager-related information. What You’ll Do: • Send and monitor outreach emails to investment managers, following up as needed to secure reporting access., • Track outreach status and maintain accurate records of manager responses., • Maintain Canoe’s manager relationship database, including allocation statuses and reporting coverage., • Organize manager-related information received via email and other communications., • Gather and analyze manager and fund related data from various sources to support data operations, • Assist with reporting materials and data organization on a monthly, quarterly, or ad hoc basis What We’re Looking For: • Bachelor’s degree required (finance, business, economics, or related field preferred), • 0–2 years of relevant work or internship experience; financial services, investor relations, or fund operations experience a plus but not required, • Strong written and verbal communication skills, with the ability to represent Canoe professionally to external partners, • Exceptional attention to detail and organizational skills, • Highly motivated self-starter with the ability to prioritize tasks and work independently, • Proficiency in GSuite and Microsoft Office Suite; familiarity with SQL or CRM systems a plus. 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 Financial Counselor 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 Bedford Stuyvesant Restoration Corporation seeks a full-time Financial Counselor for its Center for Personal Financial Health, a program of the NYC Department of Consumer Affairs and Worker Protection, implemented through its headquarters at Restoration Plaza and several partner locations throughout Brooklyn. We seek to help New Yorkers take control of their personal finances by increasing financial literacy, developing budgeting and money management skills, to improve credit, reduce debt, build savings and grow their assets to achieve their financial goals. Key Responsibilities • Work to fulfill the organization’s mission of bridging the racial wealth divide., • Provide individualized one-on-one financial counseling with a goal moving clients to financial stability and asset building., • Assess client needs and develop individual financial action plans with each client., • Daily data entry. Use data creatively to track individual performance, identify areas for needed improvement., • Responsible for making appropriate referrals and integrating other wraparound supports (i.e. benefits and tax preparation) into counseling to achieve greater results., • Lead and deliver workshops and webinars., • Cultivate partnerships designed to grow our client base., • Implement and assist with the design of client retention and capability strategies., • Work from multiple partner locations, participate in their outreach events and coordinate workshops and other educational activities., • Some evening and weekend hours, • Performs other duties as assigned What you bring to the role • Bachelor’s Degree from an accredited college or university, • Have a minimum of two years of full-time work experience in Finance, Financial Literacy, Human services or Business, • Bi-Lingual preferred but not required, • Strong organizational skills and attention to detail, • Ability to work independently and meet deadlines with little supervision, • Passion for helping low-income adults meet their financial goals, • Excellent interpersonal and presentation skills, • Spanish language preferred, but not required Hourly Rate: $30.22 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 Description Position Summary: TryTuring LLC is seeking driven, ambitious professionals to join us as Directors of Business Development. This is a turnkey business opportunity designed for producers who want to tap into one of the hottest business products to hit the market in a decade. This role is built around personal production, not team management at least not at first. For those who prove themselves, leadership opportunities and a fast track to VP-level advancement are available. We also promote from within, ensuring your success here can quickly turn into running your own division. Our Mission At TryTuring LLC, were rewriting the future for small and mid-sized businesses. Too often, owners are forced to leverage personal credit to keep their companies alive. We believe Main Street deserves access to the same financial solutions that have powered Wall Street for decades. What We Do We offer a powerful SaaS membership platform combined with hands-on consulting services. At the core is our proven 7-step process that helps businesses build corporate credit tied to their EIN without personal guarantees. The result? Businesses gain access to capital, equipment, and facilities they need to grow, while protecting the owners personal credit. But here is the game-changer: within our SaaS platform are 10+ additional earning opportunities. Each represents a way for you to multiply your revenue, increase long-term recurring income, and build a foundation for true legacy wealth. Who Were Looking For We want hard-hitting go-getters professionals with drive, hunger, and ambition. This isn't about tenure or 10+ years of padded experience. This is about energy, execution, and results. You'll excel if you bring: * Relentless drive for top earnings * Entrepreneurial spirit with discipline and grit * Persuasive communication skills (written and verbal) * Confidence leading in-person and virtual presentations * A consultative sales style that builds trust and closes business * Ability to engage professionals and C-level executives * Strong organizational skills and self-motivation * A professional presence with ambition that matches ours Why TryTuring LLC? | What We Offer * 1st-Year Potential Earnings: $125k$175k * Long-Term Potential Earnings: $350k+ * Weekly personal production income * Recurring revenue and legacy income opportunities * 10+ additional income streams within the SaaS membership platform * Full training and support provided literally turnkey * Substantial career advancement opportunities (Director VP Beyond) * Cross-promotion opportunities across TryTuring LLCs growing portfolio Main Duties & Responsibilities As a Director of Business Development, your focus is building your book of business and maximizing recurring revenue opportunities. You'll have everything you need training, support, and proven systems to hit the ground running. Responsibilities include: * Attracting new memberships through direct outreach and partnerships * Building relationships with chambers of commerce, associations, and strategic partners * Hosting in-person and virtual presentations * Delivering business credit seminars to groups of 550 business owners * Managing your own pipeline through the TryTuring Sales App * Meeting and exceeding sales targets monthly, quarterly, and annually This is not just a job its a complete business-in-a-box for professionals who are ready to produce, earn, and grow. With multiple streams of income, turnkey systems, and a market-leading solution, you can create the kind of legacy income most only dream about.

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

Job DescriptionThe Opportunity Monstro is hiring a Senior Backend Engineer to help architect and scale the intelligent infrastructure behind our AI-native financial platform. As one of the first core engineers at Monstro, you'll play a pivotal role in defining our backend architecture, building robust systems, and ensuring performance, scalability, and security across products that serve both consumers and financial institutions. This is a hands-on engineering role where you'll own backend services, APIs, data pipelines, and cloud infrastructure—partnering closely with product, design, and AI teams to turn vision into execution. You'll be instrumental in transforming how financial data flows through Monstro's ecosystem and how intelligence is delivered to users in real time. If you thrive in environments where clarity, ownership, and speed matter—and want to build category-defining technology from the ground up—this is the opportunity to make an immediate, lasting 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 * Backend Architecture & Infrastructure * Design, implement, and maintain scalable backend systems, APIs, and integrations. * Lead key architectural decisions on infrastructure, data flow, and cloud deployment strategy. * Implement infrastructure-as-code, CI/CD pipelines, and DevOps best practices. * Drive observability, monitoring, and uptime standards across backend services. * Cloud & Security * Build secure, compliant systems optimized for a fintech-grade environment. * Implement authentication, encryption, and access control across backend components. • Manage multi-region or global cloud deployments on AWS (or equivalent). Ingestion, orchestration, and infrastructure • Design and implement robust multi-modal document processing systems that handle heterogeneous file formats (PDFs, images, HTML, XML) with automatic schema inference, content extraction validation, and graceful degradation for malformed inputs, maintaining 99.9% pipeline uptime SLA. Own ingestion from APIs, file drops, partner feeds, and scheduled jobs with monitoring, retries, and alerting. * Implement data quality checks for schema, ranges, and nulls, and document lineage and SLAs. * Own and harden the infrastructure that supports ETL pipelines, storage systems, and serving services. * Development & Delivery * Translate product and AI requirements into backend capabilities that power intelligent user experiences. * Collaborate with AI and Data teams to integrate machine learning pipelines and real-time processing. • Contribute to front-end or cross-functional code as needed, with a back-end-first focus. Security, compliance, and governance * Handle sensitive financial and personal data with access controls, auditing, and retention policies. * Collaboration & Team Growth * Partner closely with Product, Design, and Executive teams to deliver on Monstro's roadmap. * Contribute to technical documentation and system clarity. • Help recruit, mentor, and shape the foundation of Monstro's engineering culture.Qualifications 8+ years of software engineering experience, with deep backend expertise. * Proven success designing and scaling distributed, cloud-native systems (AWS, GCP, or Azure). • Experience with databases (SQL/NoSQL), caching, and performance optimization. Hands-on DevOps experience—CI/CD, Docker, Kubernetes, and Terraform (or similar). • Strong understanding of security, authentication, and data privacy standards. Experience collaborating with AI, product, and data teams on technical integration. Exposure to AI/ML infrastructure, event-driven architecture, or real-time systems. • Early-stage startup experience or familiarity with building engineering orgs from scratch. Interest in fintech, wealth management, or regulated data systems. • Experience with front-end frameworks (React, Next.js) or mobile integration.Why Monstro? Ownership & Impact: As an early technical hire, you'll shape Monstro's architecture and future scale. * Category-Defining Work: Build the systems that power next-generation financial intelligence. • Mission-Driven: Help redefine how people and institutions understand and act on their finances. Compensation: $165K–$215K base + top-tier equity Apply Today If you're passionate about building transformative teams in a mission-driven company and thrive in a startup environment, we want to hear from you!

Job DescriptionWhy we’re searching for a Senior Qualitative Researcher. At Wealthfront, we’re on a mission to build a financial system that favors people, not institutions. We will only succeed in this mission if we deeply understand the values, motivations and goals of current and future clients, enabling us to offer products and services that make their best possible futures more attainable. That’s why we’re looking for an exceptional qualitative researcher—someone committed to understanding the variety of the human experience, and developing compelling digital platforms which build confidence and trust when people are making some of the most important decisions of their lives. In the last two years, we’ve experienced exceptional growth as the business has reached key milestones. We’ve kept our company lean, focused, and profitable. As Marketing and Growth propel us to new heights, we’re building our teams to scale. We created this new research role to provide consistent, detailed insights into the rich and vivid textures of the lives of current and future clients, and the idiosyncrasies of financial decision making. We’re looking for a researcher who can inspire and guide our Creative and Experience Designers through empirical qualitative evidence and creative flair, with the aim of making Wealthfront iconic within our industry and beloved by our target audience. What do we offer you?Research is at the heart of all Wealthfront’s client-facing initiatives—our product process centers continuous learning enabled by research; it is the springboard from which every marketing campaign is launched. Researchers have the responsibility of being leaders within their areas (Marketing and Growth in this case), co-owners of the team’s strategy, roadmap and execution. We’re looking for a Senior User Researcher who craves this responsibility, who wants to use their research tool kit to achieve new levels of impact as an individual contributor and as part of the Growth and Marketing teams. As a Senior User Researcher embedded within the Marketing and Growth teams, you’ll take on client-facing projects intended to make a lasting impact on the growth trajectory of our business. You’ll lead end-to-end projects from study design to insight delivery, in collaboration with partners from product management, design, marketing, data science and engineering. To support you, we’ll surround you with peers and mentors. You’ll be a collaborative member of the Marketing and Growth Research Team, who will support you as you develop your roadmap and study designs. You’ll work directly with a skilled quantitative researcher to inform and augment your qualitative work. And, best of all, you’ll join a broader team of talented Wealthfront researchers working across all our products and services, ensuring you’ll have easy access to their accumulated knowledge and experience. Finally, you’ll be a member of both the Product and Marketing organizations, offering you a perspective on everything we create and insight into the most important decisions affecting business growth. If you join us, you will: • Uncover ideal client experiences that signal a way forward as we evolve our brand positioning and expand our product and service offerings., • Evaluate prospect and client facing experiences for the most effective language and visual design elements, • Work closely with Marketing, Product Marketing, and Creative Designers to evaluate marketing materials and develop perspectives on product positioning., • Collaborate with Lifecycle Marketing to deepen our relationship with existing clients through a better understanding of their needs at key moments in their financial lives., • Be a strategic partner with cross-functional teammates from design, product, marketing, data science, and engineering to identify, plan, and execute research., • Lead a mix of research types, including exploratory projects to inspire new concepts, as well as evaluative projects that refine design concepts., • Learn about financial technology, investing, research, design, and so much more!Relevant experience and mindset we’d like to see:, • You have a graduate degree in the social sciences or design / design research, or an MBA with qualitative research experience., • 2-5 years of industry experience in qualitative research roles., • You are experienced in partnering with skilled quantitative researchers, and adept at combining qualitative and quantitative evidence to persuade., • You absolutely love working closely with design, marketing and product leads to design creative solutions to seemingly intractable problems., • You are curious, a quick learner, and self-directed in pursuit of high quality outcomes., • You’re able to communicate effectively and in a compelling way., • You have deep knowledge and plenty of practical experience with qualitative research methods., • You’re experienced in running end-to-end qualitative research projects that help define best practices, fill in the gaps in research knowledge, and drive initiatives forward., • You can quickly design effective, appropriate research approaches within constraints., • You have a collaborative mindset, with experience working across disciplines and with multiple stakeholders.Bonus points:, • Qualitative research or lightweight survey skills, • A background in emotive Marketing or Product led Growth, • A desire to help develop excellence in user research, push the team into new territories, and empower the entire organization to understand their users better than ever before. • A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features., • A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions. Please review our candidate privacy notice. Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn’t provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services–which are not FDIC insured–are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details. By “award-winning products”, please refer to for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

Job DescriptionMeet the Company:We are MERU. A values-driven, impact-oriented team dedicated to fixing companies. We provide advisory services and data analytics support to middle-market companies ($50M - $2B in annual sales), and our clients include private equity firms, credit funds, investment banks, and law firms. We bring deep turnaround experience, a group of veteran operators, and an incentive-aligned approach to any situation. MERU was founded by professionals from Alvarez & Marsal and McKinsey and has seen rapid growth in the five-plus years since its founding. The MERU Way & Valuing Our Team:We're Partners, not consultants. When you join MERU, you will help our clients solve their most pressing problems, supported by a team of people who will challenge you, support you, and inspire you. In order to be Partners, we don't silo people into just one functional area of the business, instead advancing our team's capabilities by providing training for every service that MERU offers. Additionally, we don't just focus on technical skills but also leadership style and soft skills, so MERU team members not only know what it means to manage a client engagement but to lead a team to success. In training team members to be well-rounded individuals, we can deliver an overall higher impact to clients, allowing the ability to gain experience in diligence, turnarounds, interim management, data science, and more. To aid this career advancement and development, MERU provides an internal Coach to each team member in order to guide and maintain their professional development plan goals. Unlike most Firms, we actually focus on the achievement of those goals for each individual team member, providing opportunities that would not usually be offered. Finally, MERU values personal time, only traveling when necessary in order to celebrate and respect your personal life. We believe that by encouraging and mandating balance, it will lead to happier and longer-tenured team members. When you come to MERU, you come to further your career and maintain your entrepreneurial spirit, never losing sight of the desire to provide meaningful impact, solutions, and value to clients. Learn more about our colleagues’ core characteristics and culture here: As the Director of Marketing & Business Development at MERU, you will shape how our brand shows up in the market and how we deepen trusted relationships with clients and partners. This is a senior role for someone who thrives at the intersection of marketing strategy, business development enablement, and client relationship cultivation. You’ll bring proven experience in high-touch, trust-based sales environments (professional services, private equity, or adjacent sectors) and a track record of building programs that generate measurable growth. You’ll serve as both strategist and hands-on leader—elevating MERU’s profile, guiding campaigns and events, and equipping our team with the right tools, messages, and relationships to drive impact.Director, Marketing & Business Development Job Responsibilities • Define and execute an integrated marketing strategy that positions MERU as a trusted partner in professional services, • Partner with firm leadership to develop thought leadership, campaigns, and brand assets that resonate with private equity and C-suite audiences, • Ensure consistency and excellence across all channels, from digital to events to client touchpoints, • Identify growth opportunities in target markets, industry sectors and with the firm’s key relationships, • Ensure brand consistency across all channels, materials, and communications, • Lead efforts to map and strengthen key client, private equity, advisor relationships and other referral sources, • Develop CRM, pipeline, and market intelligence practices that support firm-wide growth, • Partner with firm leadership and service line groups to drive client acquisition and retention of firm key accounts, • Collaborate with firm professionals on client targeting, cross-selling, and relationship management initiatives, • Support proposal development, pitch materials, and client presentations, • Oversee creation of high-impact content (articles, case studies, newsletters, events) tailored to target audiences, • Guide digital presence and implement the firm’s digital marketing strategy (website, LinkedIn, SEO/SEM) to ensure visibility and inbound engagement, • Measure and report campaign effectiveness, using insights to refine tactics and drive ROI, • Lead firmwide campaigns, initiatives, and events to increase visibility and client engagementDirector, Marketing & Business Development Job Qualifications, • 10+ years of experience in marketing, business development, or client strategy roles, preferably in professional services (consulting, investment banking, law, private equity, wealth management, executive search, or adjacent fields), • Proven track record in high-touch, trust-based, low-volume sales/relationship environments, • Strong strategic thinking skills with hands-on execution ability, • Excellent writing, communication, and presentation skills, • Familiarity with CRM systems, marketing automation, and digital campaign tools, • Skilled at managing multiple stakeholders and priorities in a fast-moving environment, • Success at managing and mentoring junior team members or external resources as needed, • Ability to work closely with partners, service line leaders, and cross-functional teams to align marketing and business development efforts, • Willingness to work full-time in MERU’s Atlanta (preferred) or New York City offices, with <25% travel, • Authorization to work in the United States, • Experience in private equity ecosystem (fundraising, investor relations, or advisory marketing), • Background working with senior decision-makers (CFOs, investors, boards), • Comfort with Salesforce, Pardot, Marketo, or similar platforms, • Event design and execution experience (from executive roundtables to large conferences)

Job Description Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series C funding round brought our total investment to over $170 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 6 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Your Role: Our brokerage product team at Alpaca is looking for a Lead Product Manager to define and drive new product initiatives and manage a portfolio of existing products. In this role you will ideate and deliver brokerage features while closely collaborating with engineering, analytics, design, partnerships and many other cross-functional teams across Alpaca. Things You Get To Do: • Own brokerage products, • Write product requirements and work with engineers to execute programs, • Drive brokerage product strategy by analyzing ROI, market competition, and build-vs-buy scenarios, • Improve the brokerage operation efficiency by providing solutions and owning the metrics, • Contribute to the product roadmap and product strategy, • Lead customer calls around brokerage process and product issues to gain insights and reduce them to products, • Participate in calls with external regulators to drive the product strategy and execution, • Report timely and accurately on product status and results to internal and external stakeholders, • Ad hoc duties and projects as assigned Who You Are (Must-Haves): • Excited about what Alpaca is building, • Bachelor's degree in computer science or equivalent, • 5+ years of experience in Product Management, Engineering, and/or starting a startup, • Demonstrated interest in Brokerage and FinTech, • Experience analyzing data using SQL and a relevant BI tool, • Strong communication skills, both written and verbal and collaboration skills, • Business acumen to understand tradeoffs between stakeholders and technology feasibility with time and budget constraints Who You Might Be (Nice-to-Haves): • Experience and background working on and developing Brokerage products is a plus, • Technical background working with APIs 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 About Us Catalyst Labs is a leading talent agency with a specialized vertical in Applied AI, Machine Learning, and Data Science. We stand out as an agency thats deeply embedded in our clients recruitment operations. We partner directly with: AI-first startups building products powered by LLMs, generative AI, intelligent automations, Established tech companies: scaling their ML infrastructure, recommendation systems, and data platforms, and Enterprise innovation teams integrating AI into traditional domains such as finance, healthcare, and logistics. We collaborate directly with founders, CTOs, and Heads of AI in those themes who are driving the next wave of applied intelligence from model optimization to productized AI workflows. We take pride in facilitating conversations that align with your technical expertise, creative problem-solving mindset, and long-term growth trajectory in the evolving world of intelligent systems. Our Client Is a San Francisco based startup building a GenAI-native platform that automates one of the most complex, time-consuming challenges in finance and Tax and turning dense tax documents into structured, usable data in minutes. Their system processes everything from K-1s and K-3s to intricate footnotes with near-human precision, achieving over 99% accuracy on income lines and streamlining workflows across Excel and API integrations. They serve some of the most sophisticated players in private wealth, and asset management, helping them move faster and make better decisions in an industry where accuracy and speed define competitiveness. Backed by seasoned founders and AI leaders from top-tier tech companies like facebook and salesforce, this team combines product craftsmanship with cutting-edge machine learning to bring intelligence to a domain that has long resisted automation. Recently acquired by a global technology leader, the company now operates with the mindset, pace, and creative autonomy of a startup but with the stability, benefits, and resources of an established enterprise. Youll be joining a team of proven builders whove scaled products to acquisition, engineered systems that power billions of data points, and are now applying GenAI to redefine how financial data is understood, structured, and acted upon. Location: Union Square, San Francisco Work type: Full Time, 5 days a week On-Site. Compensation: above market base + bonus + equity Visa: sponsorship available for candidates with demonstrated brilliance and expertise. What we are looking for Were seeking an Applied AI / ML Engineer with 5+ years of experience building and scaling commercial machine learning systems in meaningful ownership roles, especially with document understanding and extraction. You are an exceptional builder who thrives at the intersection of real world features and AI/ML engineering, someone who not only understands how models work, but also how to use them to deliver real, measurable value to end users. This role is central as they scale their GenAI-native platform for tax document processing, combining the velocity of a startup with the backing of resources and reach of a large multi national firm. Roles & Responsibilities * Build and scale the ML and product infrastructure that powers intelligent tax document processing at production scale. * Design and optimize inference systems, dataset pipelines, and specific logic to improve accuracy, speed, and quality as we expand to millions of documents. * Collaborate closely with accountants and tax domain experts to deeply understand workflows, pain points, and quality thresholds translating insights into productized ML systems. * Integrate inference pipelines into a seamless, end-to-end experience that transforms how tax professionals process and interpret documents. * Develop expert systems that encode institutional tax knowledge into scalable, maintainable software components. * Drive experiments, measure outcomes, and iterate rapidly on core ML metrics. * Collaborate cross-functionally with product, engineering, and leadership to shape technical direction and influence product vision. Qualifications Core Experience * 4+ years of experience in machine learning / AI engineering with proven end-to-end ownership of ML-powered products. * Strong track record of building systems that create direct user value, not just research prototypes or internal tooling. * Demonstrated ability to work with large, complex datasets, optimizing for accuracy, scalability, and reliability. Strong fundamental understanding of how to build, measure, and iterate on ML systems and ML-powered enterprise or consumer products. * Comfortable with Python and popular ML libraries (e.g. pandas, scikit-learn, spaCy, pytorch, tensorflow, keras), cloud providers such as GCP/AWS, container technologies (e.g. Docker, Kubernetes), web application development including Python-based web servers (e.g. Flask, Django), and database and storage layers (e.g. Postgres, SQL, S3/GCS). * Experience deploying or integrating LLMs, LLM APIs, Agents and prompt engineering into production systems. * Strong Python proficiency and hands-on familiarity with ML infrastructure and data workflows. * Experience in document understanding, OCR, or applied NLP. * Exposure to financial or tax-related data environments. * Startup or 01 product experience. Soft Skills * Exceptional problem-solving ability, curiosity, and product intuition. * Strong communication skills with the ability to engage directly with domain experts and translate complex needs into technical solutions. * Growth trajectory demonstrated through promotions or increasing scope of responsibility.

Job Description ABOUT US | HR&A Advisors, Inc. (HR&A) is an employee-owned company advising public, private, non-profit, and philanthropic clients on how to increase opportunity and advance quality of life in cities. We believe in creating vital places, building equitable and resilient communities, and improving people’s lives. From Brooklyn to London, Medellin to Hong Kong, we have guided hundreds of clients in transforming real estate and economic development concepts, and public infrastructure, first into actionable plans and then into job-producing, community-strengthening assets. Our clients include real estate owners and investors, hospitals and universities, cultural institutions and philanthropies, community development organizations, and governments. HR&A has offices in Atlanta, Dallas, Los Angeles, New York, Raleigh, Washington D.C and the Bay Area. We come from diverse backgrounds, have a breadth of lived experience, and share a passion for cities. We are former city officials, executive directors, planners, lawyers, architects, and economists. Hear more about the HR&A experience from our staff. Learn more about careers at HR&A on our website here. THE PRACTICE | Reliable, affordable access to broadband, computers, and digital skills programs are foundational for thriving communities and economies. Educational, healthcare, economic development, and other public policy outcomes are too often limited by lack of access, affordability, or adoption of broadband and digital services. We partner with state and local governments, philanthropies, and private sector clients to design, deliver, manage, and evaluate comprehensive broadband infrastructure and digital inclusion programs. From the largest states in the nation to some of our country’s smallest communities and tribes, our clients serve more than 35% of the US population and are making big impact: by 2030 they will have connected hundreds of thousands of households to new broadband infrastructure, saved families thousands of dollars each year, and unlocked better jobs, education, healthcare, and essential services for millions of people. We specialize in aligning public, private, and nonprofit interests to deliver efficient, effective, scalable solutions. ABOUT YOU | * At least 12-15 years of relevant work experience, including working on broadband infrastructure development and public-private partnerships with public sector leaders at the city, county, state, tribal, and/or federal level * Deep knowledge of and experience with the broadband industry, its key players, their motivations, and how to build cross-sector partnerships * Proven leadership abilities marked by being innovative, collaborative, decisive; a reputation for getting things done * A commitment to digital equity and finding creative funding solutions to complex challenges that pair broadband access with effective affordability and adoption programs, with the capacity to work with HR&A teams leading tech ecosystem and workforce development programs * Fluency with data, including an understanding of its limitations and a commitment to using it to quantify the ways in which inequity persists in communities and to project the impact of new policies and programs * Strong interpersonal skills that reflect honesty, integrity, respect, inspiration and teamwork * Strong communication skills, including the ability to inspire confidence and passion with both internal and external audiences * Advanced planning skills, including an ability to think strategically on both organizational and systemic levels over short and long-term horizons * Strong facilitation and presentation skills before multiple types of audiences * Experience with complex stakeholder and project management, including the dynamics of the role of a consultant * Patience, a sense of humor, humility, and willingness to be a leader and inspire HR&A staff and develop the Digital Opportunity practice as an intellectual and professional home within the firm; and to facilitate full participation and leadership by staff and partners alike. THE ROLE | We are seeking a Principal to join us in to lead work around the country, ideally based in an HR&A Office in Atlanta, Dallas, Los Angeles, New York, Raleigh, Washington D.C and the Bay Area. The Principal will manage large-scale Digital Opportunity projects in ways that maximize the impact of our clients’ work; they will be a leader in the practice internally and externally. At HR&A, Principals manage multiple projects and business development efforts concurrently. Project timelines and scopes are highly variable at HR&A and often span between several weeks and several years, with Principals managing between three and six projects at a given time. Principals are responsible for: * Creating project work plans * Managing project budgets * Directing the analytical work of project teams * Ensuring the quality and timeliness of deliverables * Developing productive working relationships with clients Responsibilities of the Digital Opportunity Principal will also include: * Close partnership with the Managing Partner and the team’s management committee to support the growth, strategy, and concurrent priorities of the Digital Opportunity practice * Serve as a leader in the practice by building external and internal relationships, as well as identifying and implementing new project types and services that can help serve those on the front lines in the work to close the digital divide * Represent HR&A and the Digital Opportunity practice externally at events, professional associations, and in networks * Develop and manage tools and methodologies that support the growth of the practice such that the firm’s overall work and other practice areas are enriched * Engage in internal firmwide activities that advance HR&A’s commitment to Anti-Racism * Train and mentor staff across the practice, including in multiple offices and remotely EXPERIENCE REQUIRED | We are looking for candidates with management and leadership experience in the public, private, or non-profit sector, deep curiosity about the Digital Opportunity challenges facing communities today, and a passion for equity, economic development, and systems change. Successful candidates: * Possess exceptional critical thinking skills, a deep curiosity about the challenges and opportunities of Digital Opportunity work, a data-driven and implementation-oriented mindset, and a commitment to proactively address and advance racial justice, equity, and anti-racism * Bring a strong background and/or foundation in public policy, economic development, city, state, or federal government, political campaigns, or nonprofit or institutional management as an important reference point for our work * Bring experience in consulting or comparable client-facing functions in broadband and/or a leadership setting such that they can demonstrate ability to manage multiple projects at one time in ways that are impactful, adaptive, and persuasive * Experience managing fast-paced, collaborative project teams * Possess substantial writing and presentation skills, sufficient poise for direct client interaction, and mentorship capabilities * Are ambitious and creative about new ways in which our firm’s knowledge and expertise can be deployed COMPENSATION | The annual base salary range for this position is between $155,600 and $178,900. This role is also eligible for a discretionary year-end bonus. Where an offer falls inside this pay range is dependent on experience. We offer competitive compensation packages, based on qualifications and experience. We are an employee-owned company, meaning you will have the opportunity to benefit from the firm’s growth over time through participation in our Employee Stock Ownership Plan. Each year. The firm will contribute funds to this long-term wealth-building account and may make contributions to other retirement accounts. We also provide a comprehensive benefits package that goes well beyond coverage of 90-95% of healthcare premiums, including dental and vision coverage. HOW TO APPLY | HR&A is committed to attracting and retaining a talented, diverse, and high performing team of professionals dedicated to solving the challenges of urban life. Women, people of color, members of the LGBT community, individuals with disabilities, and veterans are strongly encouraged to apply. To apply, click here. Please submit your cover letter and your resume as a single PDF document. As part of our ongoing work to build a hiring system that mitigates bias and is based on candidate merit and performance, we ask that you submit a version of your resume and cover letter that has your school information removed. Please list your degree, e.g., B.A. Economics; however, remove all references to undergraduate and graduate schools you have attended. All qualified candidates will receive consideration for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, gender identity or expression, age, disability, marital status, medical condition, veteran status, or any other basis as protected by federal, state, or local law. For more information, please contact us at . Powered by JazzHR yxR4QK4vC5

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

Job Description About Us iHeartMedia is a nationally recognized broadcast media company with over 10,000 employees, leading the way in audio entertainment and advertising solutions across the U.S. Historically rooted in broadcast radio, we are undergoing a bold transformation into a modern multi-channel media platform by combining the power of legacy reach with digital targeting, data-driven insights, and innovative ad technology. We now offer advertisers a full suite of channels including broadcast radio, podcasts, streaming audio, Connected TV, digital display, pre-roll video, and social media platforms. These product offerings are underpinned by a growing set of owned, directly targetable consumer audiences and a robust capability to measure and optimize advertising impact. Job Description We are looking for a Product Manager to join the Technology Solutions Product Management team. This person will help us create new products and features as well as updates and enhancements to existing products, from the idea stage to initial scoping, build out, and launch. Main responsibilities include researching user problems and challenges, identifying and documenting product enhancements to solve those problems, partnering with engineering to scope & size those product features, answering engineering questions and signing off on products as they are being developed and helping to evangelize newly built product features to sales, marketing, and existing customers. Responsibilities * Own and define the product roadmap for their product lines * Clearly define user personas including identification of user problems and serve as user evangelist * Research our customers and the market generally, to understand, validate and become an expert in their challenges and problems * Analyze usage of our existing products to understand how customers are interacting with our solutions and if they are achieving their goal * Articulate product goals and measures of success to business * Perform analysis of competitors and identify competitive threats * Build consensus within the product and engineering teams on the correct product solutions to help solve customer problems * Work with engineering teams to clearly scope and roughly size product solutions before we start development so we understand the time and effort required to build those solutions * Helping validate product hypotheses with surveys, usage analytics, A/B testing, etc. * Clearly define user personas including identification of user problems and serve as user evangelist * Direct research efforts of Business Analysts and project managers * Run brainstorming & interview sessions with end users * Write clear, coherent user stories with detailed acceptance criteria * Generate simplified wireframes and design mocks to define user flow * Lead groomings, standups, post mortems and negotiate feature build out with engineering teams * Conduct timely product reviews and sign-offs of new features and work with engineering to thoroughly user-test and ensure resulting build matches what was committed to in each sprint * Guide go-to-market strategy for new features and products, including consumer-ready communications for marketing & sales teams * Attend daily stand ups and biweekly sprint planning with engineering teams to obliterate blockers, manage dependencies / prerequisites while product is being developed Qualifications * 3-5 years experience in product management, product development, product design or similar field * Very strong verbal and communication skills * Familiarity or experience with Agile and scrum software development processes * Strong organizational skills and ability to handle multiple tasks * Strong analytical problem solving and solution finding skills * Very strong writing and presentation skills (including but not limited to describing simple user stories, jobs-to-be-done requirements for engineering teams, value proposition statements, etc) * Experience working in SaaS organizations and comfortable working within large, cross-functional teams that include engineering, customer success, marketing, and sales. * Relevant industry experience, either with marketing & advertising technology or developing on Facebook & other social APIs. * Positive, upbeat and customer-service oriented * Ability to manage changing priorities within a highly dynamic environment * Ability to perform duties with limited oversight * Willing and able to learn new skills as required About Us Unified stands at the forefront of empowering marketers to make informed and impactful decisions through our industry-exclusive business intelligence platform, purposefully designed for social advertising. With a wealth of experience in collecting and enriching over 3 billion dollars of social investment data, we are fervently committed to providing Fortune 2000 brands and agencies with greater transparency into their diverse teams, tools, and strategies. At the heart of our offerings is the Unified Platform and service teams, meticulously crafted to ensure data quality, optimize investments, and address critical business inquiries. As a leading provider of advertising services, Unified takes a comprehensive approach to paid social advertising, boasting a best-in-class team of digital experts utilizing purpose-built technology to deliver operational excellence and holistic insights across major social platforms. We firmly believe that the best marketing insights drive optimal performance, and at Unified, we seamlessly deliver both. With industry-leading media experts supported by robust data and technology, we have over a decade of experience in managed service partnerships with some of the world's largest brands, maintaining an unwavering focus on digital advertising services and technology. Our proprietary technology provides our internal team and customers with a strategic and holistic real-time view of their digital investments. Pioneering paid social over 11 years ago, Unified holds a unique position as one of the select partners with direct API access to major platforms such as Meta, X, Snapchat, Pinterest, YouTube, LinkedIn, TikTok, and Reddit. Join Unified as we continue to redefine the landscape of digital advertising through innovation, expertise, and cutting-edge technology.

Job Description Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. Job Summary: As a Senior Strategic Partnerships Manager for moomoo, you will be responsible for developing and executing B2B and B2C partnership strategies to enhance our business relationships, drive growth, and reduce customer acquisition costs (CAC). You will play a crucial role in identifying partnership opportunities, negotiating agreements, and managing ongoing partner relationships to ensure mutual success across both business sectors. The ideal candidate is a strategic thinker with a proven track record in partnership management, relationship building, and experience in the fintech or brokerage industry. Requirements Key Responsibilities: • Develop and implement comprehensive B2B and B2C partnership strategies aligned with moomoo's marketing and business objectives, focusing on reducing CAC and improving acquisition efficiency., • Identify, target, and establish relationships with potential partners, including financial institutions, fintech companies, e-commerce platforms, and other relevant organizations in both B2B and B2C sectors., • Negotiate and finalize partnership agreements to maximize value for all parties, drive revenue growth, and lower acquisition costs., • Implement cross-promotion strategies with partners to expand reach and reduce marketing expenses., • Collaborate with internal teams, including marketing, product development, and compliance, to ensure successful execution of partnership initiatives and seamless integration of new acquisitions., • Manage and nurture existing partner relationships to ensure satisfaction, identify opportunities for growth, and optimize CAC reduction strategies., • Analyze market trends, competitive landscape, and customer needs to inform partnership strategies and initiatives., • Develop and track key performance indicators (KPIs) to measure the success of partnerships, focusing on CAC reduction and conversion rate improvements., • Prepare and present regular reports to senior management on partnership performance, strategies, and opportunities for reducing acquisition costs., • Lead cross-functional teams to drive partnership integration and success, with a focus on optimizing customer acquisition channels. Qualifications: • Bachelor's degree in Business Administration, Marketing, Finance, or a related field; Master's degree is a plus., • Minimum of 7 years of experience in partnership management or business development, with a focus on both B2B and B2C sectors in the fintech or brokerage industry., • Proven track record of successfully establishing and managing strategic partnerships that reduce CAC and improve acquisition efficiency., • Demonstrated experience in executing or supporting large-scale sports events, preferably in baseball, as well as high-impact marketing campaigns. Experience in cross-functional collaboration and external partnerships is highly valued., • Strong negotiation skills and the ability to influence decision-makers at all levels., • Excellent communication, presentation, and interpersonal skills., • Ability to analyze market trends, customer behavior data, and business metrics to drive strategic decisions and optimize partnership performance., • Experience in developing and implementing affiliate marketing programs and other performance-based partnership models., • In-depth knowledge of financial products, services, and regulations in the brokerage industry. What We Offer: • Competitive salary and performance-based bonuses., • Comprehensive benefits package, including health, dental, and retirement plans., • Opportunities for professional growth and development., • A dynamic and collaborative work environment. Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $96,000-$132,000. 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: We are seeking an experienced and innovative Growth Marketing Manager to lead our marketing efforts targeting stock, options, and crypto traders in the U.S. This role will be pivotal in developing and executing data-driven growth strategies to expand our retail brokerage business in the U.S. market, with a strong focus on user acquisition, retention, and channel optimization. This role must be based on the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. Key Responsibilities: • Growth Strategy Development: Design and implement comprehensive marketing strategies aligned with user acquisition and overall business growth objectives., • Channel Partner & Go-to-Market: Create detailed go-to-market strategies for acquisition channels and in-app resources, maximizing reach and conversion., • Multi-Channel Campaigns: Build and execute growth campaigns across performance marketing, influencer marketing, 3rd-party partners, and social media platforms., • Value Proposition Creation: Craft compelling messaging tailored to different user and partner segments, highlighting unique platform advantages., • Budget & ROI Ownership: Manage multi-channel marketing budgets with accountability for ROI, optimizing spend for maximum growth., • Cross-Functional Collaboration: Partner with product, data, and acquisition marketing teams to ensure consistent messaging and coordinated growth execution., • Co-Marketing Programs: Develop collaborative marketing initiatives with partners to accelerate acquisition and engagement., • Market & User Insights: Analyze market trends, user behaviors, and competitor strategies to inform and refine growth marketing tactics., • Performance Measurement: Execute, track, and report on campaign performance with actionable insights and recommendations for continuous improvement. Qualifications: • Bachelor’s degree in Marketing, Business, or related field., • 5–8 years of marketing experience, with at least 3 years in a growth or acquisition-focused role, ideally in financial services or retail brokerage., • Proven track record of scaling user acquisition and executing successful multi-channel growth campaigns., • Experience in digital marketing, influencer marketing, brand campaigns, and social media growth strategies., • Familiarity with financial services marketing and regulatory requirements. What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $100,000-$130,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description The Senior Financial Analyst will play a critical role on the Finance team, reporting directly to the Senior Finance Manager. This individual will be responsible for driving financial insights through budget and forecast support, month-end close activities, and preparing executive-level reporting packages. What does a great Senior Financial Analyst do? A strong Senior Financial Analyst partners with business leaders to deliver clear, data-driven insights that shape decision-making. This role requires balancing technical expertise, business acumen, and strong communication skills to influence strategy and support the company’s growth. Key Responsibilities • Conduct moderate to complex financial analyses on business unit performance, including revenue, expenses, product profitability, and cash flow., • Manage the consolidation of submissions for month-end results and forecast updates, preparing concise variance analyses for executive review., • Develop, update, and maintain monthly financial reports and operational review materials for executive leadership., • Research and deliver financial and business-related analyses to evaluate the impact of corporate projects and transactions., • Prepare C-level presentations and contribute to the annual long-range plan, annual budget, and recurring forecast updates., • Identify and drive enhancements to FP&A processes, reporting, and business capabilities., • Bachelor’s degree in Accounting, Finance, or related field (CPA or Master’s degree preferred)., • 4–7 years of progressive experience in Finance, with a focus on accounting, financial analysis, and business partnering., • Proven ability to make sound, data-driven decisions and solve problems independently., • Advanced Excel skills; strong technical aptitude with financial systems (NetSuite experience preferred)., • Demonstrated ability to thrive in a fast-paced, dynamic environment., • Experience leading cross-functional projects and collaborating across departments., • Strong communication skills—both written and verbal—with the ability to present to senior leadership. InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. #LI-HJ1

Job Description Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series C funding round brought our total investment to over $170 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 6 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Your Role: We are seeking a Lead Data Engineer to design and develop the data management layer for our platform to ensure its scalability as we expand to larger customers and new jurisdictions. At Alpaca, data engineering encompasses financial transactions, customer data, API logs, system metrics, augmented data, and third-party systems that impact decision-making for both internal and external users. We process hundreds of millions of events daily, with this number growing as we onboard new customers. We prioritize open-source solutions in our data management approach, leveraging a Google Cloud Platform (GCP) foundation for our data infrastructure. This includes batch/stream ingestion, transformation, and consumption layers for BI, internal use, and external third-party sinks. Additionally, we oversee data experimentation, cataloging, and monitoring and alerting systems. Our team is 100% distributed and remote. Things You Get To Do: • Design and oversee key forward and reverse ETL patterns to deliver data to relevant stakeholders., • Develop scalable patterns in the transformation layer to ensure repeatable integrations with BI tools across various business verticals., • Expand and maintain the constantly evolving elements of the Alpaca Data Lakehouse architecture., • Collaborate closely with sales, marketing, product, and operations teams to address key data flow needs., • 7+ years of experience in data engineering, including 2+ years of building scalable, low-latency data platforms capable of handling >100M events/day., • Proficiency in at least one programming language, with strong working knowledge of Python and SQL., • Experience with cloud-native technologies like Docker, Kubernetes, and Helm., • Strong hands-on experience with relational database systems., • Experience in building scalable transformation layers, preferably through formalized SQL models (e.g., dbt)., • Ability to work in a fast-paced environment and adapt solutions to changing business needs., • Experience with ETL technologies like Airflow and Airbyte., • Production experience with streaming systems like Kafka., • Exposure to infrastructure, DevOps, and Infrastructure as Code (IaaC)., • Deep knowledge of distributed systems, storage, transactions, and query processing.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 Tacombi is looking for an Area Sales Manager to join our team! The Area Sales Manager will build our brand equity with retailers, distributors and brokers. The ASM will work with their manager to further the development, sales, and promotion of Vista Hermosa products and build brand loyalty both nationally and at store level. Your responsibilities will include: * Complete weekly sales and merchandising calls on accounts (including Natural Specialty Food Stores, Chain Accounts, Foodservice, including new account opportunities, Etc.) * Identify and communicate opportunities in influencer accounts/routes/neighborhoods * Communicate successes, competition trends, deals, product introductions and opportunities via weekly and monthly sales recaps to their manager * Execute available trade promotions at store level to maximize brand potential and eliminate out of stock situations * Leverage key data sources to develop fact-based plans and solutions for closing voids and driving volume * Identify accounts that can be maximized with sampling and communicate to the marketing manager * Execute P.O.S., rack, and other secondary placement opportunities using tools provided from their manager * Build and maintain a relationship with distributors, brokers and merchandising companies and their respective management, office staff, and operations to maximize brand potential * Ensure P.O.S. availability at the distributor and communicate needs to their manager * Check inventory levels at the distributors and communicate potential problems to their manager * Attend sales calls with distributor sales force, broker reps and merchandising companies on a consistent basis to develop relationships and maximize brand opportunities in the trade and open new business * Develop and present distributor and broker facing presentations to communicate goals, sales strategies and best in class execution You should have: * Deeply passionate about the Vista Hermosa brand, inspired by what we represent, and have a desire to make an impact with your career * Obsession for understanding customer behavior: lives, breaths and dreams about how to better reach and * understand our buyers * Enthusiastic and comfortable working in a start-up organization (think rapidly growing / changing environment) * Bachelor's degree in Business Administration, Marketing or related field * 2-4 years of experience in sales * Strong planning, organizational, and project management skills along with excellent interpersonal, written/oral communication and presentation skills, including proficiency with Microsoft Office products (Excel, PowerPoint, Word and Outlook) * Ability to take initiative and work autonomously – you can run with something from beginning to end * Works well with ambiguity – can navigate in the grey and asks the right questions to get at the solution * Analyze opportunities quickly and have an ability to execute company goals efficiently * Resourcefulness to improvise and adapt to deal with daily challenges via creative problem solving * Clean driver’s license, reliable transportation and proof of insurance Why Tacombi: * We strive to build a culture driven by our values. * Adventure: You welcome the unknown and thrive in a growing environment * Fellowship: You love working with a team in service of one another and the community * Resourcefulness: You think creatively and get more done with less! * We care about our team members' health, wealth, and overall well-being. * Medical, dental and vision benefits for all full time employees * HSA/FSA available for pre-tax healthcare expenses * Retirement savings via a 401K * Pre-tax commuter benefits * We know that your quality of life matters. * Sick days * 10 company holidays * Vacation * While we ask all employees to join us in the HQ office (The Oficina), we allow for flexibility to match your working style and needs. * We want you to grow with us. * If you can help us find Tacombi talent, we’ll show our appreciation and reward you with a referral bonus. * Build your future along with ours. We invest in training and development to support team growth. * We love tacos. * Sharing authentic Mexican taco culture means knowing it. Eat tacos every day, on us!

Job Description About Keyrock Since our beginnings in 2017, we've grown to be a leading change-maker in the digital asset space, renowned for our partnerships and innovation. Today, we rock with over 180 team members around the world. Our diverse team hails from 42 nationalities, with backgrounds ranging from DeFi natives to PhDs. Predominantly remote, we have hubs in London, Brussels, Singapore and Paris, and host regular online and offline hangouts to keep the crew tight. We are trading on more than 80 exchanges, and working with a wide array of asset issuers. As a well-established market maker, our distinctive expertise led us to expand rapidly. Today, our services span market making, options trading, high-frequency trading, OTC, and DeFi trading desks. But we’re more than a service provider. We’re an initiator. We're pioneers in adopting the Rust Development language for our algorithmic trading, and champions of its use in the industry. We support the growth of Web3 startups through our Accelerator Program. We upgrade ecosystems by injecting liquidity into promising DeFi, RWA, and NFT protocols. And we push the industry's progress with our research and governance initiatives. At Keyrock, we're not just envisioning the future of digital assets. We're actively building it. Mission statement We are seeking a dynamic and experienced Associate Director, North America Institutional Sales to drive Keyrock’s institutional initiatives in the North America region, focusing on expanding our institutional client base in the digital asset space. Reporting to the Head of Institutional Sales, you will spearhead strategic initiatives with VCs, Asset Managers, Private Wealth and other institutions to grow regional revenues through OTX spot trading, financing and derivative products that include options, futures, and structured products. This role requires deep expertise in sales & trading, financing, digital assets, derivatives, and a proven track record in sales as an Individual Contributor Job description * Sales Strategy & Execution * Implement the sales strategy developed by Keyrock’s Head of Institutional Sales and Chief Commercial Officer for OTC spot, derivatives and structured products, and expand our financing portfolio with institutional clients * Identify and qualify high-value leads based on strategic fit, revenue potential, and market alignment. * Drive end-to-end sales processes, from prospecting to deal closure –supported by our CCO and Head of Institutional Sales– ensuring alignment with Keyrock’s institutional sales objectives. * Client Relationship Management * Build and maintain trusted, long-term relationships with clients by understanding their goals and delivering tailored investment and financing solutions. * Act as the primary point of contact, ensuring seamless communication and high client satisfaction. * Proactively address client challenges, leveraging internal teams to resolve issues and strengthen partnerships. * Product Expansion & Innovation * Collaborate with trading, product, and technology teams to design bespoke solutions involving derivatives and structured products.. * Identify and activate opportunities for cross-selling. * Stay ahead of industry trends, regulatory developments, and blockchain innovations to ensure offerings remain competitive. * Market Analysis & Insights * Develop risk-return models to support strategic recommendations and decision-making. * Provide actionable insights to internal stakeholders to enhance product development and market positioning. * Team Collaboration & Leadership * Work closely with Corporate and Institutional Sales team colleagues to help market and recommend client strategy proposals. * Work closely with cross-functional teams, including structuring, compliance, legal, and engineering, to ensure seamless delivery of investment and financing solutions. * Represent Keyrock at industry events, conferences, and trade shows to enhance brand visibility in the region. Background and experience * 7+ years of experience in institutional sales within financial services, with at least 2+ years in digital assets sales. * Extensive knowledge of OTC sales & trading, financing and derivatives (options, futures, structured products) and blockchain ecosystems. * Proven track record as an Individual Contributor of successfully engaging with VCs, Hedge Funds and/or private wealth, and of closing complex deals. * Strong institutional network in both crypto and traditional finance sectors. * Familiarity with trading concepts, market-making algorithms, and financial analysis tools. * Bachelor’s degree in finance, economics, engineering, or a related field; advanced degrees or certifications (e.g., CFA, FRM) are a plus. * Crypto Enthusiast: Passionate about digital assets, DeFi, and the tokenized economy. * Strategic Thinker: Able to synthesize complex information and align sales strategies with long-term business goals. Competencies & Personality * Collaborative: Thrives in a team-oriented environment, with excellent communication and interpersonal skills. * Results-Driven: Self-motivated, organized, and committed to delivering measurable outcomes. * Adaptable: Comfortable in a fast-paced, entrepreneurial setting with the ability to pivot as markets evolve. Our recruitment philosophy We value self-awareness and powerful communication skills in our recruitment process. We seek fiercely passionate people who understand themselves and their career goals. We're after those with the right skills and a conscious choice to join our field. The perfect fit? A crypto enthusiast who’s driven, collaborative, acts with ownership and delivers solid, scalable outcomes. Our offer * A competitive salary package ( $100,000 pa- $200,000 pa) * Autonomy in your time management thanks to flexible working hours and the opportunity to work remotely * The freedom to create your own entrepreneurial experience by being part of a team of people in search of excellence As an employer we are committed to building a positive and collaborative work environment. We welcome employees of all backgrounds, and hire, reward and promote entirely based on merit and performance. Due to the nature of our business and external requirements, we perform background checks on all potential employees, passing which is a prerequisite to join Keyrock. —----------------------------------------------------------------------------

Job Description Senior Accountant (CPA) Job Description Last Updated on October 17, 2025 About NYC Kids RISE NYC Kids RISE is a nonprofit organization working with the City of New York and the NYC Department of Education to manage the Save for College Program (the Program). Through the Program, eligible students enrolled in an NYC public school (including participating charter schools), starting in kindergarten, automatically receive a free NYC Scholarship Account with an initial allocation of $100 by NYC Kids RISE on their behalf, invested in a NY 529 Direct Plan, and opportunities to receive additional rewards over time. Their families can open and connect their own college savings account on their child’s behalf, and communities can contribute to groups of these NYC Scholarship Accounts as both a targeted and universal platform for community-driven asset-building in every neighborhood. This approach draws from a variety of best practices and disciplines across the fields of asset building, child savings accounts, financial empowerment, education, community wealth building, urban poverty, neighborhood effects and social capital research, collective impact, and more. Read more about NYC Kids RISE and the Save for College Program and listen to stories from partners who helped build the platform during its pilot phase from 2017 to 2022. You can also view recent articles in the New York Times, Fast Company, the Wall Street Journal, and the NYCHA Journal; and read more about NYC Kids RISE theory of change in a report by the Urban Institute. After a successful pilot phase in the communities of School District 30 in Queens, NYC Kids RISE Save for College Program expanded citywide during the 2021-2022 school year. This past 2024-2025 school year, more than 280,000 students participated in the Program, across more than 1,000 elementary schools, and have an NYC Scholarship Account for their educational futures. Senior Accountant (CPA) The Senior Accountant (CPA) owns the month‑end close and day‑to‑day accounting, ensuring timely and accurate financial reporting, grant and restriction tracking, and audit‑ready documentation. This role will support the buildout and maintenance of systems to support accurate and effective accounting for grant-funded operations across the organization. The role is hands-on with QuickBooks and partners cross‑functionally to produce on‑time funder reports and management packs. During a 60–90 day period, the SA will collaborate with a fractional external accountant for knowledge transfer, documentation, and backlog clean-up. The Senior Accountant is a key member of the growing Finance team. This individual will play a critical role in supporting the future and success of NYC Kids RISE and the Save for College Program and will be ready for their next big challenge to make a lasting impact for all New York City kids across generations throughout the five boroughs. KEY OBJECTIVES • Ensure accurate and timely financial reporting across grant funded programs, • Maintain compliance with nonprofit accounting standards and funder requirements Month-End Close & Reconciliation • Own a BD10 close, maintaining a published close calendar and checklist., • Prepare and post recurring and ad‑hoc journal entries: (e.g., accruals, prepaids, depreciation, payroll/benefits true‑ups)., • Develop and maintain a system for grant allocations and restrictions, roll‑forwards (beginning balance → activity → ending balance) and book monthly releases in accordance with ASC 958., • Produce spend‑by‑funder schedules for Program/Development and support timely grant reporting., • Produce monthly budget-to-actual financial reports at the organizational, account, and (by the end of month 6) departmental level for the organization. Support the Director of Finance and Chief of Administration and Finance in coordinating and communicating about financial trends and results., • Support modeling and documentation of functional expense allocations; post monthly allocation JEs and quarterly reviews., • Oversee AP cycle with three‑way match (as applicable), invoice coding/approvals, and on‑time payments., • Maintain vendor master hygiene and 1099 tracking; lead year‑end filings., • Reconcile payroll general ledger entries to provider reports each pay period, • Perform quarterly reconciliations for 401(k) and other benefits in collaboration with Human Resources, • Maintain a rolling audit and 990 PBC binder including schedules, samples, and tie‑outs., • Finalize SOPs for recurring processes in collaboration with the external accountant (through transitional period), • Partner with Program/Development on grant reporting calendars and data pulls (e.g., Salesforce, Airtable)., • Contribute to policy/COA governance, process improvements, and systems enhancements in QuickBooks and related tools. Credentials & Experience • Active CPA (New York or ability to obtain reciprocity promptly)., • 7-10 years progressive accounting experience, including 3 years in nonprofit grant/restricted funds accounting., • Demonstrated ownership of a BD10 (or similar) close with reconciliations and workpaper documentation., • Experience working in the metropolitan New York City area is strongly preferred. Technical Skills • QuickBooks (Online or Enterprise) proficiency for day‑to‑day operations and month‑end close., • Strong GAAP knowledge (ASC 958); audit/990 PBC experience; 1099 compliance., • Advanced Excel (pivots, XLOOKUP/INDEX‑MATCH); comfort with Google Workspace., • Deep understanding of how to build, maintain and effectively report against complex allocations requirements (by contract / grant, department, etc.) Core Competencies • Highly detail-oriented, documentation-driven, and deadline-reliable, • Clear and concise communicator who collaborates effectively with non-finance stakeholders, • Strong analytical and problem-solving skills in fast-paced, cross-sector environments, • Entrepreneurial and resourceful, with a bias toward continuous improvement and strong internal controls, • Passion for expanding economic opportunity and long-term financial security for NYC families and communities, • Experience with Salesforce/Airtable (read/exports) and expense/AP tools (e.g., Bill.com, Expensify/Divvy)., • Prior exposure to college savings/529‑style accounting, investment reconciliations, or multi‑fund environments., • Experience with accounting requirements and practices related to nonprofit endowments The salary range for this position is $118,000 - $135,000. NYC Kids RISE provides a comprehensive benefits package including 30 days of paid time off (15 vacation days for new employees increasing with tenure; 5 personal days; and two weeks of office closure per year, one in early July and one at the end of December), plus sick time and holidays; medical, dental, vision, life, short- & long-term disability insurance; healthcare FSA with employer contribution; dependent care FSA; and a 401(k) with 4% employer match after one year of service. LOCATION AND WORK SCHEDULE NYC Kids RISE currently maintains a hybrid work environment where staff work both from home and in the office, as determined by the staff member's preferences as well as the needs of the organization and the specific responsibilities of individual roles and teams. The offices are in Long Island City (Queens, NY). APPLICATION INFORMATION To apply, please submit a resume and brief cover letter via NYC Kids RISE Careers page. NYC Kids Rise is an Equal Opportunity Employer. We do not discriminate in employment on the basis of gender, religion, race, creed, color, national origin, citizenship status, age, disability, marital status, caregiver status, sexual orientation, gender identity or expression, military status, unemployed status, or any other characteristic protected by law. Powered by JazzHR GeRTXyHZ8V

Job DescriptionThe Opportunity Monstro is seeking a Head of Engineering (VP level) to lead the technical development of our AI-native platform and shape the next generation of intelligent banking infrastructure. This is a foundational role where you'll own Monstro's technology vision, architecture, and execution across both our consumer and institutional products. You'll architect and scale systems that unify wealth, tax, legal, and investment data - powering real-time insights, automation, and action for millions of users. As Monstro's senior-most technical leader, you'll build and lead a world-class engineering organization, balancing speed, precision, and innovation. You'll work closely with product, design, and data leadership to define our technical roadmap, deliver across aggressive timelines, and set the engineering culture that embodies Monstro's principles—velocity, accountability, creativity, and resilience. 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 entire 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 * Technical Strategy & Architecture * Define and execute Monstro's technical roadmap, balancing near-term delivery with long-term scalability. * Architect secure, global infrastructure supporting real-time intelligence, personalization, and compliance. * Leadership & Execution * Build, mentor, and scale a high-performing engineering team grounded in Monstro's core principles: Fast Learner, Accountable, Efficient, and Forward-Thinking. * Drive product development from 0→1 and scale into enterprise-grade systems. • Establish clear technical OKRs, sprint cadences, and documentation standards to drive execution velocity. AI Integration • Embed applied AI into every layer of Monstro's platform, from insights generation to automation. Partner with AI engineers and data teams to operationalize intelligence at scale—beyond prototypes. * Culture & Collaboration * Partner closely with product, design, and data to ensure clarity, accountability, and shared success. * Foster a culture of Resilience, Feedback-Seeking, and Startup Mentality—where the team iterates fast, learns faster, and always builds toward impact. * Security & Trust * Ensure Monstro meets and exceeds global standards for data privacy, security, and financial compliance. • Champion best-in-class DevOps, CI/CD, testing, and reliability practices.Qualifications 12+ years of engineering experience with 5+ years leading technical teams in high-growth or complex environments. * Proven track record building and scaling products in fintech, AI/ML, or similarly data-driven sectors. • Deep expertise in cloud infrastructure, APIs, distributed systems, and data architecture. Hands-on experience developing AI-powered products at scale. • Strong grasp of agile methodologies, CI/CD, testing, and automation. Exceptional leadership, communication, and problem-solving skills. • Deep understanding of data security, privacy, and compliance best practices.Why Monstro? Ownership & Impact: Shape Monstro's entire technical foundation and future scale. * Category-Defining Work: Build the first AI-native platform uniting wealth, tax, legal, and investment. • Elite Team: Work with proven operators who have scaled companies to $100M+ ARR. Mission-Driven: Transform access to financial intelligence worldwide. • Principles-Driven Culture: We live our Monstro Principles daily—learning fast, owning outcomes, and building with conviction. Compensation: $275K–$325K base + equity and performance upside. Apply Today If you're passionate about building transformative technology, thrive in a fast-moving startup environment, and want to redefine the intersection of AI and finance—we'd love to meet you.

Job Description Level/Function: Lead Specialist, Relationship Management Title: Senior Relationship Manager About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. Position Overview of the Senior Relationship Manager: The Senior Relationship Manager role is the BetaNXT conduit to our clients. They manage accounts providing customers with service, support and improvement opportunities to increase revenue, maximize retention and upsell. They have the deepest relationship with our clients and understand their business, strategies, organizational structure, and technologies. The Senior Relationship Manager will work to identify opportunities where BetaNXT can assist our clients in fulfilling their business needs. Duties and Responsibilities of the Senior Relationship Manager: Know the Client • Responsible for gaining deep understanding of the client’s strategy, understanding the client’s products and interfaces (3rd parties) and understanding the client’s business model inclusive of ancillary products and technology., • Responsible for identifying new client relationship opportunities (CEO, CIO, SVP, EVP, etc.)., • Responsible for ensuring the client and BetaNXT understand the joint engagement model., • Facilitating and executing Executive meetings/Quarterly Business Reviews., • Managing escalation points from both the client and BetaNXT perspective., • Managing the engagement – members, cadence, and reporting., • Representing and advocating VOC within BetaNXT to drive customer satisfaction and success., • Providing the client strategy for influence of the BetaNXT roadmap., • Communicating the overall client relationship to BetaNXT including escalating client concerns or risks we identify to the appropriate BetaNXT leader., • Providing necessary data elements to properly reflect the health of a client relationship., • Identifying and manage sales opportunities., • Engaging clients on new BetaNXT and Motive partner opportunities., • Identifying upsell opportunities via core and premium services that fit the client’s strategy/needs., • Bachelor’s degree in Business Administration or similar degree programs, required., • 5+ years of experience in account or relationship management., • Solid communication and interpersonal skills and the ability to build and maintain relationship., • Possess deep knowledge of financial services industry and extensive knowledge of BetaNXT suite of products., • Ability to plan and execute strong strategies., • Excellent organizational skills and attention to detail., • Time management skills with a proven ability to meet deadlines., • Keen, friendly, professional with a positive and proactive attitude., • Ability to prioritize tasks and to delegate them when appropriate. We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum salary of $120,000 #LI-REMOTE

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

Job Description*This role supports hybrid in-office US-based work in San Francisco - Bay Area, New York, and Seattle. About Wealthfront EngineeringWealthfront’s culture centers around continuous learning, innovation, and quality-driven software development. With high quality software as our ultimate engineering objective, our key tactic is automation: • Wealthfront software automates the financial services we provide to our clients, and within these services we automate the collection of data that we learn from on our way to making our services even better., • Wealthfront engineers function as builder/operators, with dual responsibility for building the system and operating it in production. Any toil that this brings about is automated away by engineers. This investment in automation is expected, and the prioritization of it is always built into our planning and execution., • Wealthfront engineers automate our development processes. For example, Wealthfront engineers automate all of our testing. Manual testing is not part of the software development lifecycle at Wealthfront. About the Role • We are looking for backend engineers to join our core product development teams. You’ll work with other engineers to design and build new features or enhance existing features. This work will add capabilities to the various backend systems and services that support Wealthfront’s products, and will be done with automated instrumentation and monitoring to require minimal operational maintenance., • You’ll help improve the maintainability and stability of our codebase by fixing issues and adding necessary enhancements to our existing backend systems. You’ll ensure that mission critical backend systems and services operate smoothly in production by triaging and resolving operational issues as part of a team of on-call engineers. You’ll proactively identify opportunities for improving the reliability and scalability of our systems., • Additionally, you might play a part in evolving the engineering organization by participating in recruiting activities such as interviewing and attending career fairs and providing mentorship to other engineers on the team.About You, • You have 2-6 years of experience in developing backend components, services or APIs in Java or a similar language. You demonstrate knowledge and understanding of distributed systems and functional programming paradigms. You have knowledge of SQL and experience working with online data stores (ideally something like MySQL, MariaDB, PostgreSQL, Oracle, MS SQL Server but NoSQL is okay)., • You have passion for agile, test-driven development, continuous integration and automated testing. You also have a passion for working on platforms and backend systems that have measurable business impact and like working in a fast paced cross functional environment., • While not required, experience working with Spark pipelines is a plus along with knowledge of an ORM technology such as Hibernate. Another plus is working with a dependency injection framework (one of Guice, Spring, Pico, Dagger)., • You have either a BS or MS in computer science or related field.Once you join, Wealthfront will:, • Pair you with a mentor who will guide you through our structured onboarding program, • Encourage you to work on projects that match your professional goals, • Support your professional development by providing feedback during weekly 1:1s and our semi-annual reviews • A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features., • A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions. Please review our candidate privacy notice. Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn’t provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services–which are not FDIC insured–are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details. By “award-winning products”, please refer to for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

Job Description The Director, Financial Technology Operations (FinOps) will serve as a vital business partner to our technology leadership team. This role is responsible for leading a team of analysts, managing technology costs through detailed cost analysis, and forecasting technology expenses. Additionally, the Director will support strategic decision-making by developing optimization plans and driving financial transparency and accountability. Key Responsibilities • Partner with key functional leaders to ensure alignment and accountability for financial assumptions, plans, and trade-off decisions, • Consolidate and report on monthly, quarterly, and annual financial performance of the technology function, including:, • Variance analysis against forecast and budget, • Identification of risks and opportunities, • Tracking and reporting of operational metrics, • Conduct moderate to complex financial analyses to support business decision-making, • Update, develop, and maintain financial reports and executive-level operational review materials, • Collaborate with Finance and Tech Ops to drive cost optimization, automation initiatives, and best practices for infrastructure and cloud cost management, • Bachelor’s degree in Finance, Accounting, Economics, or a related field; CPA or Master’s degree is a plus, • 5–7 years of professional experience, including experience in a Technology FinOps capacity, • Strong decision-making skills rooted in sound judgment and data-driven insights, • Self-starter who thrives in fast-paced, dynamic environments, • Experience with cloud cost management platforms and FinOps tools, • Strong understanding of infrastructure services and major cloud providers (AWS, Azure, Google Cloud), • Proven background in financial analysis, budgeting, forecasting, and reporting, • Experience implementing and maintaining FinOps practices and methodologies, • Proactive, resourceful, and intellectually curious, • Strong analytical and quantitative skills with advanced Excel proficiency About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. #LI-HJ1

Job DescriptionSalary: Base Salary -USD $160,000 to $220,000 Brookwood are seeking aTax Senior Managerwith a specialty infiduciary taxationand estate planning to service high-net-worth individuals and families. This role involves managing a team of professionals, providing strategic guidance to clients, ensuring compliance with tax laws and regulations, collaborating with the clients other financial advisors, and fostering strong client relationships. The Senior Manager plays a key role in overseeing complex tax situations, handling planning & compliance, developing and implementing complex estate planning strategies to help clients preserve and transfer wealth efficiently. RESPONSIBILITIES: • Serve as the primary point of contact for clients, addressing their concerns and inquiries while overseeing tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns., • Build and maintain strong relationships with high-net-worth clients and their families., • Understand clients' financial goals, objectives, and family dynamics., • Provide expert advice on trust and estate planning strategies tailored to individual client needs., • Provide guidance, training, and support to team members., • Review complex trust and estate planning documents prepared by attorneys to ensure consistency with familys goals., • Develop and implement sophisticated trust and estate planning strategies to minimize tax liabilities and achieve clients' objectives., • Collaborate with legal professionals to construct and review trust agreements, wills, and other estate planning documents., • Assist clients in transferring wealth to future generations efficiently and in accordance with their wishes., • Provide guidance on gifting strategies, charitable giving, and philanthropic endeavors., • Stay updated on changes in tax laws and advise clients on tax-efficient strategies., • Work closely with legal professionals, financial advisors, and investment managers to coordinate comprehensive wealth management services for clients., • Collaborate with other departments within the organization to provide integrated solutions to clients' financial needs., • Work with legal counsel to resolve disputes and challenges related to trusts and estates. QUALIFICATIONS: Education: • Bachelors degree in law, accounting, finance, or related field., • A Juris Doctor (JD) degree and/or Certified Public Accountant (CPA) certification is required. Experience: • 8 + years of experience in high-net-worth tax and trust and estate planning for high-net-worth clients., • Strong knowledge of trust and estate laws, tax laws, and regulations., • Excellent leadership and team management skills., • Exceptional communication and interpersonal skills for building and maintaining client relationships., • Detail-oriented with a high level of accuracy in work., • Ability to analyze complex financial situations and develop customized solutions., • Strong organizational skills and ability to manage multiple client relationships and projects simultaneously. Must have extensive experience with HIGH NET WORTH (HNW) individuals/families.

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

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. About the Role We're looking for a Client Implementation Specialist to lead onboarding for clients in our enterprise segment—registered investment advisor (RIA) firms, independent wealth managers, and multi-family offices, that require sophisticated, scalable solutions. In this role, you'll guide enterprise clients through complex onboarding processes, help them migrate extensive investment portfolios and data systems, and ensure they're positioned for long-term success on our platform. This is a deeply client-facing role, and we're seeking someone who values building relationships, earns trust quickly, and delivers a premium enterprise experience. You'll need to navigate complex organizational structures and stakeholder requirements with professionalism, strategic thinking, and institutional-grade service. At the same time, this role requires a self-starter who can operate independently, manage multiple large-scale onboarding projects, and proactively solve problems without constant oversight. You'll also contribute to product feedback loops and internal onboarding process improvements—balancing independent execution with cross-functional teamwork and training participation. What You'll Do: Client Onboarding * Build and execute comprehensive onboarding plans with clear milestones and timelines for enterprise-scale implementations * Guide RIA firms and wealth management organizations through complex account setup and large-scale data migration * Act as a liaison between clients and multiple stakeholders to gather and reconcile extensive account data across various systems Data Management * Monitor large volumes of client data for quality and consistency, proactively resolving discrepancies across multiple portfolios * Process ongoing updates from clients and various institutional data sources * Coordinate data migrations and system integrations for enterprise-level complexity Education & Enablement * Train multiple client teams and departments on how to use the Arch platform effectively * Support adoption through ongoing communication, guidance, and strategic check-ins with key stakeholders * Participate in internal team training and help refine onboarding best practices for enterprise clients Client Experience * Lead onboarding meetings with multiple stakeholders and deliver a high-touch, relationship-driven experience * Build trust and rapport with clients through consistent, thoughtful communication across organizational levels * Maintain detailed client records and notes in our CRM to ensure continuity and context across complex organizational structures What We're Looking For * 3+ years of experience in project management, implementation (SaaS preferred, client services, or finance with enterprise clients) * A self-starter with exceptional communication and interpersonal skills, comfortable with C-suite and senior stakeholder interactions * Strong relationship management instincts, especially with institutional and enterprise clients * Attention to detail and ability to work independently in a fast-paced environment while managing complex, multi-stakeholder projects * A proactive mindset and passion for delivering excellent client experiences at enterprise scale Bonus Points If You: * Have worked with RIA firms, independent wealth managers, multi-family offices, or large advisory organizations * Are familiar with RIA operations, compliance requirements, and wealth management concepts like fee billing, performance reporting, and client portfolio management * Have experience with SQL or want to learn * Have taken finance or accounting coursework * Have experience with enterprise software implementations or large-scale data migrations A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $85K - $110K

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION We're looking for a strategic and data-driven Senior GTM Operations & Strategy Manager to partner with the GTM team (Pre-Sale, Post Sale) as well as Finance, Product and Customer Support, to design, optimize, and execute our go-to-market engine. This role blends operational excellence with strategic data driven thinking to ensure our teams are aligned, productive, and hitting revenue targets. You will own key GTM initiatives — from capacity planning to process design, Quota and incentive design as well as leading the forecast approach ensuring decisions are based on data and grounded in scalable best practices. This role reports directly to the VP Revenue Operations. RESPONSIBILITIES Data Insights • Identify, define and structure metric and data inputs that will help drive revenue generation in pre-sale as well as post sale, • Review, analyze and challenge data collected regarding the GTM operations, you raise and explore hypothesis to optimize GTM productivity, • Work closely with the data team to provide insights to GTM leaders., • Identify gaps in data collected and processes used by GTM, and collaborate with Pre-Sale and Post Sale Revenue Operations team members to drive changes to implement such processes changes., • Identify gaps in Pontera's product that impact GTM productivity, and work with the Product organization to drive removal of such gaps, • Analyze funnel metrics across the buyer journey to identify pipeline health levels, gaps and opportunities, • Lead the challenging of the forecasting model and process to drive improved, accurate and quick forecast process, • Collaborate with Finance, GTM Leadership and other Revenue Operations team members to challenge existing segmentation, and develop GTM strategy related to segmentation and channel strategy, • Translate high-level company strategy into actionable, measurable GTM plansREQUIREMENTS, • 8-10 years of experience in GTM strategy, revenue operations, or management consulting with GTM focus, • Strong analytical skills; expert in Excel/Sheets and proficient using BI tools (Looker, Tableau, etc.), • Experience with Salesforce CRM and GTM tools (Marketo, Gong, etc.)., • Proven ability to drive cross-functional alignment in a fast-paced environment., • Exceptional communication skills, both written and verbal., • Strategic thinker who's also comfortable rolling up their sleeves to execute., • Experience in SaaS or high-growth tech companies, • High level of financial modeling and forecasting, • Familiarity with the wealth management industry - a plusWHAT WE OFFER, • Compensation: Annual Base Salary of $175,000-$200,000, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. About the Role We're looking for a Client Implementation Specialist to lead onboarding for clients in our single family office (SFO) and high-net-worth individual (HNWI) segment—a critical, high-touch client group. In this role, you’ll guide clients through the onboarding process, help them organize and integrate complex investment data, and ensure they’re set up for long-term success on our platform. This is a deeply client-facing role, and we're seeking someone who values building relationships, earns trust quickly, and delivers a white-glove experience. You'll need to navigate nuanced client needs with professionalism, discretion, and a high level of service. At the same time, this role requires a self-starter who can operate independently, manage multiple onboarding workflows, and proactively solve problems without constant oversight. You’ll also contribute to product feedback loops and internal onboarding process improvements—balancing independent execution with cross-functional teamwork and training participation. What You’ll Do: Client Onboarding * Build and execute tailored onboarding plans with clear milestones and timelines * Guide single family offices and HNWIs through account setup and data organization * Act as a liaison between clients and fund managers to gather and reconcile account data Data Management * Monitor client data for quality and consistency, proactively resolving discrepancies * Process ongoing updates from clients and fund sources Education & Enablement * Train client teams on how to use the Arch platform effectively * Support adoption through ongoing communication, guidance, and check-ins * Participate in internal team training and help refine onboarding best practices Client Experience * Lead onboarding meetings and deliver a high-touch, relationship-driven experience * Build trust and rapport with clients through consistent, thoughtful communication * Maintain detailed client records and notes in our CRM to ensure continuity and context What We’re Looking For * 2+ years of experience in project management, implementation, client services, or finance * A self-starter with exceptional communication and interpersonal skills * Strong relationship management instincts, especially with high-value or high-touch clients * Attention to detail and ability to work independently in a fast-paced environment * A proactive mindset and passion for delivering excellent client experiences Bonus Points If You: * Have worked in wealth management, private funds, a family office, or accounting * Are familiar with concepts like IRRs, capital calls, K-1s, or NAV reporting * Have experience with SQL or want to learn * Have taken finance or accounting coursework A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $85K - $110K

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

Job Description Who We Are: Click Therapeutics, Inc., develops, validates, and commercializes software as prescription medical treatments for people with unmet medical needs. As a leading innovator of Digital Therapeutics™, Click delivers accessible, clinically proven, FDA-regulated prescription treatments to the smartphone in your hand. Click's treatments are defined by a commitment to applying technical and scientific rigor and patient-centric design to the development process. This results in uniquely engaging experiences that achieve compelling clinical outcomes for patients seeking new treatment options. Click Therapeutics continuously expands and refines its platform with novel cognitive, behavioral and neuromodulatory mechanisms of action and advanced data-driven tools such as artificial intelligence and machine learning. The digital therapeutics under development on Click's platform address diverse areas of therapeutic need, including indications in psychiatry, neurology, oncology, immunology, and cardiometabolic diseases. Consistently named a best place to work, Click fosters an inclusive, diverse workforce of innovators, clinicians, scientists, researchers, designers, technologists, engineers and more, united in a common mission to provide patients everywhere access to safe and effective prescription digital therapeutics. For more information, visit and connect with us on LinkedIn. About the Role: We are looking for a Senior Product Manager who is confident in their ability to understand the needs of the users of our products and transform that understanding into engaging solutions to their problems. Click's software and technology is pioneering in health care which requires the product managers at Click to collaborate with multiple experts such as clinicians, scientists, product designers, software engineers, market researchers and data scientists. The Senior Product Manager will be focused on delivering our pipeline products through clinical trials and to market. This position is based out of Click's headquarters located in Tribeca, NYC, at the center of one of the fastest-growing digital health communities. We have a hybrid working model that consists of at least 3 days in office each week. Responsibilities: • Work in collaboration with scientific, business, and engineering leaders to rapidly define and develop features that deliver therapeutic value to our patients & our partners., • Understand scientific concepts and identify opportunities to translate ideas into testable, scalable products and prototypes., • Deeply understand and synthesize the complexities of the healthcare environment including regulations, existing clinical workflows, and patient journeys into high potential product opportunities., • Facilitate workshops with external business partners to gather requirements, drive consensus, and clarify strategic direction., • Translate requirements into clear user stories that can be efficiently communicated to the development team to deliver into working software., • Work closely with the development team, acting as a key driver for Agile ceremonies such as Stand up, Retrospective, Sprint Planning & Sprint Reviews., • Manage timelines and a product roadmap to organize timely feature releases and minimize release delays., • Drive effective teamwork, communication, collaboration and commitment across multiple departments., • 4+ years of experience working as a Product Owner or Product Manager in an Agile and/or SCRUM environment for mobile products., • Experience in bringing a software product to market, or managing a major release for a live product., • Experience working on cross-functional teams to deliver software applications., • Excellent verbal and written communication skills, demonstrated through the creation of strong presentation materials, product requirements documents & user stories., • Strong facilitation skills, with experience in managing the requests & expectations of multiple stakeholders and upper management., • Strong technical leadership, project management, analytical problem solving, business analysis, and troubleshooting skills., • Experience with systems design and/or foundational coding concepts., • Experience translating technical concepts and solutions to non-technical and executive audiences., • Experience conducting user research through both qualitative and quantitative methods., • Individuals who are fluent in speaking, writing and reading in Japanese are strongly preferred., • Background or previous experience in neuroscience, psychiatry, psychology, behavior change, digital health or a related field., • Experience in consulting or client services., • Experience in Cultural Change/Digital Transformation projects., • Experience conducting clinical research. The base salary range for this position is between: $125,000 - $175,000. The final base salary will be dependent upon skills, experience and location. In addition to the base salary, Click Therapeutics offers an annual performance-based cash bonus and a generous equity package. Benefits: The role includes great benefits and is an excellent wealth-building opportunity at a fast-growing pre-IPO company in a nascent and extremely exciting space. Competitive Salary with Annual Review | Cash Bonus | Stock Options | 5% 401(k) matching | Medical | Dental | Vision | Life Insurance | Voluntary Benefits | Unlimited PTO | Uber One | Nectar Rewards | One Medical | Fertility Support | Fitness Reimbursement | Bike Membership | Professional Development Stipend | DoorDash and Catered Lunches | Parent Benefits | LinkedIn Learning | Gemini Enterprise Stack | Industrious Workspaces | Commuter Subsidies | Flexible Work Arrangement | Choice of Mac or Windows | Sponsored Company Events | Office Snacks and Beverages | Much More… Equal Employment Opportunity: Click Therapeutics is committed to equal opportunity in the terms and conditions of employment for all employees and job applicants without regard to race, color, religion, sex, sexual orientation, age, gender identity or gender expression, national origin, disability or veteran status. Click Therapeutics also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as employment eligibility verification requirements of the Immigration and Nationality Act. All applicants must have authorization to work for Click Therapeutics in the U.S. In certain circumstances it may be advantageous to Click Therapeutics to support the application(s) for temporary visa classification and/or sponsor applications for permanent residence so that a foreign national colleague can accept or remain in a work assignment in the U. S. For certain classes of temporary visas, the resulting work authorization may be specific to Click Therapeutics and the specific job and/or work site. Click Therapeutics may at its business discretion decide to or refrain from obtaining, maintaining and/or extending the temporary visa status and/or sponsoring a colleague for permanent residency and /or employment eligibility, considering factors such as availability of qualified U.S. workers and the colleague's long-term prospects for securing lawful permanent residence, among other reasons. Employment applicants requiring immigration sponsorship must disclose, when initial application for employment is made, whether or not they are legally authorized to work for Click Therapeutics in the U.S. and, if so, whether that authorization permits them to work in the job they seek. In no case should Click Therapeutics support of a colleague's temporary visa application or sponsorship of a colleague for permanent residence be construed to guarantee success of that application or amend or otherwise invalidate the "at-will" employment relationship between the colleague and Click Therapeutics. Recruitment Phishing Scams: Fake job advertisements and offers are increasingly appearing on the internet. If you have encountered a job posting or have been approached with a job offer that you suspect may be fraudulent, we strongly recommend you do not respond and report it to the Federal Trade Commission and the FBI at . Please be mindful of the following: * Click Therapeutics will only reach out to you through an "@clicktherapeutics.com" email address. * Other than your email address or telephone number, which you may provide via a job application portal, Click Therapeutics will never ask you to provide personally identifiable information about yourself (such as a Social Security Number or Driver's License Number) via a messaging application (like that used on the LinkedIn platform or Microsoft Teams). * Click Therapeutics will conduct interviews face-to-face over Zoom. * All job postings will be listed on the Click Therapeutics official career page.