Wealth management jobs in Hoboken, New Jersey - Page 9Create job alerts

The Private Wealth Partnerships (PWP) team manages relationships with Ares Wealth Management Solutions' largest partner firms, including private banks, wirehouses, independent broker dealers, and fintech platforms. Knowledge of wealth management distribution channels and alternative investments. Pri

As a senior in our Wealth & Asset Management practice, you will be responsible for tax compliance and advisory work for clients. Solid technical knowledge in the asset management tax area. Demonstrated skills in the asset management tax area.

The Internal Audit Division (IAD) drives attention and resources to vulnerabilities by providing an independent and well-informed view and impactful messages about the most important risks facing our Firm. This is accomplished by performing a range of assurance activities to independently assess the

Morgan Wealth Management, you will create a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience. Market Director Of Wealth Management. As a Market

Attend trade shows, conferences or other industry-related events to help strengthen existing Broadridge and client relationships, develop new relationships, remain current on industry issues, increase awareness of competitive offerings, and promote Broadridge products and services. At Broadridge, we

Analyst Position at Goldman Sachs Asset Management. Goldman Sachs Asset Management (GSAM) is one of the world's leading investment managers. Are you a quick-thinking self-starter with a passion for the financial markets and investing? Do you have a desire to be part of a team that focuses on quantit

Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Bette

Our Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelor's or graduate degree.You will be fully immersed in our day-to-day activities.Attend orientation where you'll learn about our culture, as well as the benefits and responsibilities of being a member of

Advantage xPO - JobID: 1945545 [Office Assistant / Receptionist] As an Administrative Assistant at Advantage xPO, you'll: Assist with scheduling and coordinating meetings; Manage office supplies and inventory; Handle incoming calls and emails; Prepare and organize documents and reports; Support team

Job Description CBIZ Talent & Compensation Solutions is assisting a valued Wealth Management client in NYC in their search for a Client Services Associate. Client Services Associate Role The Client Services Associate enhances the client experience by supporting Financial Advisors and Wealth Management. Responsibilities include servicing clients, anticipating needs, resolving issues, and performing administrative and operational duties to support the team. Responsibilities • Educate clients on account services and capabilities, • Collect documentation to set up new accounts (domestic and international), • Process account service requests and ensure proper documentation, • Gather financial profile data for wealth strategy discussions, • Use software like eMoney to produce solution options, • Input orders and complete associated paperwork (if registered), • Discern appropriate trade activity to complement portfolio strategy and raise funds for cashiering (if registered), • Review daily branch reports and alerts, • Assist in preparing marketing and review reports, • Maintain contact management systems with up-to-date client information, • Provide the team with an up-to-date calendar, • 2-5 years of client service experience, • Series 7 and 66 licenses preferred or willingness to acquire on the job, • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Outlook), • Knowledge of financial services products (equities, bonds, options, managed accounts, alternatives), • Excellent written and verbal communication skills, • Highly organized with attention to detail, • Excellent interpersonal skills (polished, amiable, courteous, professional, patient), • Ability to work in a fast-paced environment, • Exceptional multi-tasking and time-management skills Only qualified candidates will be considered. Compensation: $90K-$100K. Performance based year end bonus CBIZ Talent & Compensation Solutions is an Equal Opportunity Employer. CBIZ Talent & Compensation Solutions does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.

Job Description Pay: $76,500.00 - $162,500.00 per year Job description: Note: This hybrid position requires employees to be on-site 3 days a week at our clients New Jersey, New York City, or Boca Raton, FL office. Note: The qualified candidate for this position must have at least 5 years of trust and estate administration experience, including probate, tax filings, and fiduciary accounting. About Our Client Our client is a highly regarded law firm with offices along the East Coast, known for their sophisticated work in trusts, estates, and wealth management. They are committed to providing exceptional client service while supporting their attorneys and staff with a collaborative and professional work environment. Job Description • Handle all phases of estate and trust administration from start to finish, • Manage probate filings (experience in New Jersey, New York, and Florida a plus), • Communicate directly with clients, financial planners, accountants, and other professionals, • Prepare federal and state estate tax returns and fiduciary accountings, • Oversee distribution of estate assets, trust funding, and deed preparation, • Utilize estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word, • Maintain organized records, prioritize multiple deadlines, and work closely with attorneys, • 5+ years of trust and estate administration experience in a law firm or professional services setting, • Strong knowledge of probate, tax filings, and fiduciary accountings, • Proficiency with estate tax software (ONESOURCE/Fast Tax) and HotDocs preferred, • Excellent organizational, communication, and mathematical skills, • College degree and/or paralegal certificate preferred (JD/paralegal hybrid candidates will be considered), • Join a respected firm with a strong trusts and estates practice, • Work directly with attorneys and clients on complex estate matters, • Collaborative environment with opportunities to expand expertise Job Type: Full-time Benefits: • Dental insurance, • Health insurance, • Paid time off, • Retirement plan, • Vision insurance

Job Description INTRODUCTION BRAVO is the partnering of Velocity Architectural and Engineering Services and Bradford Construction Corporation (WBE). The cooperative brings together some of the industry's most distinguished leaders and technical experts, united by their decades of experience modernizing vital infrastructure and iconic facilities throughout the New York metropolitan area. BRAVO delivers value to its clients by offering the full-breadth of architectural, engineering, and construction management services through an efficient organization that is structured to promote attentive client service, responsive project delivery, and quality. Through our offices in New York City and Newark, NJ, BRAVO's family of companies serve public and private clients covering a wide-range of markets, including education, government, transportation, healthcare, industrial, power, and water. WHY BRAVO? At BRAVO, you will find a wealth of opportunities to create the career you've always imagined. We support, encourage, and empower our people by providing an environment where everyone has an opportunity to succeed. BRAVO brings amazing people together to make amazing things happen. We're a diverse collective of thinkers and doers, committed to remaining client-focused, agile, responsive, and accountable to our valued clients and the communities we serve. BRAVO offers excellent benefits including: • 401(k), • ACCIDENT INSURANCE, • COMMUTER BENEFITS, • COMPETITIVE SALARY, • EMPLOYEE ASSISTANCE PROGRAM, • LIFE INSURANCE, • MEDICAL, DENTAL AND VISION INSURANCE, • REIMBURSEMENT OF PROFESSIONAL MEMBERSHIPS AND LICENSES Job Type: Full time Onsite, Monday-Friday (8:30AM-5:15PM) Bradford Construction has an opportunity for an experienced Senior Construction Project Manager to support a Job Order Contract (JOC) with one of our public agency clients. This individual will be managing staff and contractors while overseeing multiple projects of varying complexity. Roles & Responsibilities: • Manage multiple projects concurrently, which includes coordinating and assisting with schedules and workload, maintaining the assignment log, conducting staff evaluations, and approving timesheets., • Oversee day-to-day operations, addressing and resolving project-specific managerial, administrative, and operational tasks., • Conduct on-site inspections and prepare detailed field reports., • Assist in the preparation, review, and management of change orders., • Analyze contractor schedules to ensure alignment with baseline schedules and assess time impact claims., • Lead and participate in meetings with client, project staff, and contractors to negotiate, mediate, and recommend resolutions for project disputes and settlements., • Review and provide recommendations on contractor claims related to costs and schedule impacts., • Ensure accurate estimating, evaluation, and negotiation of construction cost, leveraging extensive experience in cost control and construction project assessment., • At least 10 years of diverse, full-time technical experience in the construction field with significant exposure to managing all phases of construction., • Minimum of 6 years' experience in a managerial role., • Demonstrated ability to provide analysis of technical questions, conduct costs analyses, manage multiple projects, and deliver results on time and within budget., • Experience working with public agency clients is preferred.

Job DescriptionDescriptionDominate the New York Private Aviation Market with Silver Air Are you a top-tier sales professional in New York, ready to seize the next big opportunity in private aviation? Silver Air Private Jets is expanding aggressively, and we’re on the hunt for sales powerhouses who can thrive in this high-stakes environment. If you’re driven by the challenge of building lasting relationships with high-net-worth clients, closing deals on industry-leading products, and being part of a company that rewards innovation and excellence, then we want you on our team.New York is a battlefield, and at Silver Air, we equip our Private Jet Advisors with the tools to dominate. We don’t just sell flights; we offer an elite, unparalleled luxury experience that commands attention from the city’s most influential and affluent clients. Here’s why Silver Air should be your next move: • Exclusive Flight Club: Our Flight Club is an invitation-only membership designed for the city’s power players. As a PJA, you’ll be in the driver’s seat, selling this exclusive membership that offers seamless, hassle-free access to private jet services. This is your chance to be the go-to advisor for New York’s elite., • Unrivaled Aircraft Management: Our aircraft management services are unmatched in the market. With a reputation for transparency, efficiency, and a customer-first approach, you’ll have the competitive edge needed to close deals in a city where clients demand nothing but the best. With top certifications from leading auditing firms, Silver Air is the name that stands for safety, trust, and premium service in private aviation., • Sell Exclusivity: Represent our Flight Club membership, an elite product that simplifies travel and elevates the private jet experience for New York’s most powerful clients. You’ll be the face of a brand that delivers unparalleled luxury and service., • Command the Market: With our aircraft management solutions, you’ll offer jet owners a program that sets the standard for transparency, security, and efficiency. In a market as competitive as New York, this is your ticket to success., • Maximize Your Earnings: We offer a commission structure that’s as aggressive as you are. In New York’s high-octane market, your success will be rewarded with industry-leading compensation. This is where your hard work pays off, big time., • Leverage Elite Networks: Gain exclusive access to strategic partnerships with luxury brands and high-end clubs, giving you direct connections to the city’s wealthiest and most influential individuals. Your network will be your most powerful tool in expanding your reach and closing major deals. As a Private Jet Advisor, you're not just a salesperson; you're a top-tier part 135 dealmaker with the connections, drive, and expertise to dominate the private aviation market. You have a proven track record of skyrocketing revenue growth and optimizing sales operations. To be successful, you need: • Unmatched Relationship Skills: You have a sharp instinct for building and sustaining high-value relationships with High Net Worth Individuals, particularly in sectors like luxury automotive, wealth management, and high-end real estate. You understand their needs and how to deliver unmatched value., • Expert Industry Knowledge: With 10+ years of hands-on Part 135 sales and sales operations experience, you've mastered the art of closing big deals and managing a lucrative book of business worth $5-20 million. You’re not just experienced; you’re a heavy hitter who knows how to bring in serious revenue.WHAT YOU’LL LEAD: Your mission is clear: dominate the market by leading aggressive, results-driven initiatives: • Strategic Domination: Develop and execute a bold charter marketing strategy that doesn’t just follow industry trends but sets them. You’re here to lead, not follow., • Executive Partnership: Collaborate directly with executives to shape and propel our charter services to the forefront of the industry. Your insights will be pivotal in steering the company toward unparalleled success., • High-Stakes Sales: Push the envelope in selling charter block-time products, using your deep industry knowledge and elite network to outpace the competition and crush your targets., • Sales Mastery: Proven track record in high-stakes sales, particularly in the luxury or private aviation industry, with a focus on managing and closing large deals in competitive markets like New York., • Relationship Building: Exceptional ability to build and maintain strong relationships with High Net Worth Individuals, understanding their unique needs and delivering tailored solutions that exceed expectations., • Industry Knowledge: In-depth knowledge of Part 135 operations, private jet services, and luxury lifestyle offerings. Experience working with clients in related sectors such as luxury automotive, wealth management, and high-end real estate is highly desirable., • Strategic Marketing: Expertise in developing and executing aggressive marketing strategies that align with industry trends and drive significant revenue growth., • Networking Excellence: Ability to leverage and expand elite networks, building connections that lead to high-value sales opportunities., • Negotiation & Closing Skills: Strong negotiation skills with the ability to close deals effectively, ensuring client satisfaction while maximizing revenue., • Analytical Thinking: Ability to analyze market trends, client needs, and sales data to inform strategic decisions and optimize sales performance., • Unlimited PTO for full-time Team Members, • Fully paid health insurance coverage for you and your family (full-time Team Members), • Generous personal development and employee assistance programs, • Top-of-the-line equipment (Apple, Microsoft, Dell, Lenovo, etc.), • Flexible leadership team, • You have the flexibility to make your own hours while earning commissions., • Pet insurance, • 401k/Roth with a 5% match on day one of hire., • HSA, FSA, and dependent care savings accounts

Job Description INTRODUCTION BRAVO is the partnering of Velocity Architectural and Engineering Services and Bradford Construction Corporation (WBE). The cooperative brings together some of the industry's most distinguished leaders and technical experts, united by their decades of experience modernizing vital infrastructure and iconic facilities throughout the New York metropolitan area. BRAVO delivers value to its clients by offering the full-breadth of architectural, engineering, and construction management services through an efficient organization that is structured to promote attentive client service, responsive project delivery, and quality. Through our offices in New York City and Newark, NJ, BRAVO's family of companies serve public and private clients covering a wide-range of markets, including education, government, transportation, healthcare, industrial, power, and water. WHY BRAVO? At BRAVO, you will find a wealth of opportunities to create the career you've always imagined. We support, encourage, and empower our people by providing an environment where everyone has an opportunity to succeed. BRAVO brings amazing people together to make amazing things happen. We're a diverse collective of thinkers and doers, committed to remaining client-focused, agile, responsive, and accountable to our valued clients and the communities we serve. BRAVO offers excellent benefits including: • 401(k), • ACCIDENT INSURANCE, • COMMUTER BENEFITS, • COMPETITIVE SALARY, • EMPLOYEE ASSISTANCE PROGRAM, • LIFE INSURANCE, • MEDICAL, DENTAL AND VISION INSURANCE, • REIMBURSEMENT OF PROFESSIONAL MEMBERSHIPS AND LICENSES Job Type: Full Time, Primarily Day Shift Bradford Construction has multiple Project Officer II vacancies for experienced Project Managers or Superintendents with one of our clients, a NYC Public Agency. Roles & Responsibilities: • Administer and coordinate design and construction activities for complex and/or high-visibility projects., • Manage project planning, problem-solving, and execution to ensure smooth project delivery., • Uphold quality, compliance, and performance standards across all consultants, vendors, and contractors., • Review design and construction documents to identify and resolve errors early in the process., • Collaborate with architects and engineers on change orders, technical issues, and document interpretations to ensure code-compliant, structurally sound, and visually cohesive facilities., • Maintain continuous communication with contractors, construction managers, school personnel, and senior project staff., • Make key decisions on project phasing and scheduling; prepare and monitor timelines to ensure adherence across all stakeholders., • Contribute to the development and enforcement of project policies in line with Authority-wide procedures., • Mentor and support junior project officers, offering guidance on project execution and problem-solving., • Resolve field issues raised by architects and construction managers, including making on-site decisions and negotiating change orders., • Review contractor claims and disputes; compile necessary documentation and advise senior management on appropriate resolutions., • Construction management experience with public agencies in NYC is strongly preferred., • At least five years of relevant experience, with significant exposure to managing all phases of construction work.

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Midtown East branch office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts and plan client events, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts, • Series 7 and 63/65 (or 66) required (within first six months of hire), • 3+ years’ experience working as a sales assistant/CSA in a corporate/brokerage environment, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $55,000.00 - $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

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: Working directly with the company's VP, Program Management and Operations and company leadership, the Senior Program Manager, will help drive the execution of one of Click's core digital therapeutics (DTx) programs. You will be responsible for providing leadership and management to a cross-functional team tasked with delivering a best-in-class DTx to market and ensuring its success on the market. You will oversee efficient advancement of a core asset through Click's proprietary pipeline progression system and provide program management capabilities to ensure success of the program on time and on budget. The Senior Program Manager will represent the program before leadership, including various steering committees and Click's Executive Committee. For our partnered programs, you will work closely with Click colleagues in Alliance Management and externally with our co-development and commercial partner(s) to ensure execution of the program to meet or exceed partnership expectations. You will also foster a collegial, positive working relationship based on trust and mutual respect between the Click team and our partnership counterparts. This is a high impact, high visibility role with significant responsibility for the success of one of Click's DTx. If you have an entrepreneurial spirit, are success-orientated, and you can work independently, you may be the right candidate to join our team. 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: • Proactively manage cross-functional activities and project plans to progress pipeline products and/or strategic programs toward inflection points that align with the company's scientific, business, and commercial objectives., • Lead and organize meetings consisting of the program's core and full team, manage program governance activities, and represent the program during portfolio steering committee and executive committee meetings: strong emphasis on developing and maintaining internal and external stakeholder relationships., • Facilitate frequent communication between executive leadership, the portfolio steering committee and the broader cross-functional program team to ensure collaboration, transparency and alignment across all levels on program goals, objectives, priorities and strategy., • For partnered programs, work closely with external counterparts to coordinate roles and responsibilities, manage collaborative activities, facilitate deliverable handoffs and review cycles, and build a collaborative partnership culture., • Become an internal expert in the PDT market, Click's corporate strategy, and the product portfolio and pipeline processes to enable effective decision making, communication, and program activity alignment., • Conduct program strategic planning by helping set program objectives, prioritize program initiatives, and track progress against them in collaboration with the cross-functional program team., • Work closely with cross-functional internal colleagues to manage execution of responsibilities, timelines, budget tracking, risk mitigation, and ensure program objectives are achieved., • Identify and problem solve program issues, including those related to timing, resources, and gating items, to prevent delays in program milestones. When required, step in to fill open gaps to keep programs moving forward effectively., • Gather stakeholder feedback and participate in cross-program learning meetings to support operational excellence initiatives; communicate and implement operational changes and best practices across the program., • 8-12+ years experience in Program Management, Business Development, or Management Consulting with a focus on the life sciences industry., • A graduate of a 4-year degree with a top-tier university with strong academic track record., • Strong organizational and time management skills, and excellent attention to detail., • Ability to prioritize and drive projects, meeting all deadlines with minimal supervision., • Highly adaptable to a dynamic atmosphere of changing requirements and scope., • Comfortable managing multiple program activities simultaneously., • Experience with agile development methodologies preferred., • Excellent project management skills, including the ability to create and manage project plans, budgets, and timelines., • Able to develop rapport with internal and external stakeholders., • Superb writing and communication skills., • Analytical mindset and strong critical thinking and problem solving skills., • Ability to anticipate potential needs and challenges before they occur. The base salary range for this position is between: $135,000 - $185,000. 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 DescriptionFirm Summary: Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With ten offices located throughout the United States, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities Position Summary: The Manager of IT Services (Senior Associate) will work as part of the Winged Keel Group Information Technology Team supporting the maintenance, configuration, and reliable operation of the organization's IT systems, including servers, networks, hardware, and software. The person will also assist with implementing technologies that will increase security, efficiency and value to the firm. The role also involves ensuring proper security protocols are followed and providing daily support to internal users across departments. Position Responsibilities: Technology Infrastructure Support, Design and Implementation • Provide recommendations and implement technologies that can improve business operation and cyber security., • Plan, design and build infrastructure that can sustain for future growth., • Ensure that the technologies in all remote offices are working efficiently., • Maintain and support various Microsoft cloud services such as Azure, Entra AD, Office 365, Exchange Online, Purview, and Intune., • Responsible for maintenance, operation and system integrity of all servers and equipment, ensuring maximum uptime and availability to Firm users., • Manage IT task lists and projects including office relocation and integration.IT Security, • Ensure the confidentiality, integrity and availability of data stored on our network., • Implement and deploy security solutions., • Responsible for scheduling vulnerability testing and penetration testing of network and resources., • Ensure all systems (including servers, user computers, network devices) are current with the latest with security patches and updates and are in compliance with the firm’s security posture., • Ensure end-point devices are secure and meet company security policy., • Monitor and review server logs and firewall intrusion prevention logs., • Ensure user access permissions are minimal to perform job functions., • Document and update IT security policies and procedures., • Educate users on common security exploits, phishing attacks, unwanted emails and prevention techniques. Business Continuity and Disaster Recovery Planning, • Plan and implement disaster recovery solutions., • Ensure regular scheduled testing of backup and recovery of critical data and services., • Ensure BC/DR runbook documentation are current via annual testing.Telecom and Internet Connectivity Support, • Troubleshooting and resolve issues with Telco and Internet connectivity interruptions., • Supplement Tier 1 support with maintaining the operations of the Avaya phone system, including physical and soft phone and Zoom video conferencing systems., • Supplement Tier 1 support with maintaining Internet and phone connectivity.Hardware, Software and Service Procurement, • Procure hardware, software and services., • Track of software and hardware service maintenance agreements.End User Support, • Provide escalated support for computer equipment, business applications and software issues., • Provide escalated support with mobile devices by leverage Microsoft Intune, • Supplement level 1 support to ensure user computer issues are resolved expeditiously with minimal down time including remote and home office users., • Assisting with user on-board orientation, educate users with WKG technologies and applications.Ideal Candidate Will Possess the Following:, • 3-5 years of experience supporting and maintaining a cluster VMWare environment, • 3-5 years of experience supporting and maintaining Microsoft Cloud Services including Azure VM, Entra AD, Office 365, Exchange Online, Purview, and Intune., • 3-5 years of experience on various networking and infrastructure technologies., • Experience with Mimecast Threat Protection tool., • Hands-on with troubleshooting and fixing hardware and software issues (including end-user support)., • Proficient skills with using, supporting and troubleshooting Microsoft Office suite applications., • Experience supporting and troubleshooting an Avaya IP Office phone system with multiple call queues., • Experience with implementation and management of Zoom video and phone systems., • Experience with project management and execution of Office IT integration is a plus., • Experience with SQL, HTML, PowerShell scripting, Microsoft Access is a plus., • Must have strong interpersonal skills, excellent communication, and organizational skills., • Ability to work independently., • Must be able to work after business hours and weekends if necessary, during emergencies.Compensation / Benefits:, • Attractive annual compensation package is commensurate with experience, • Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits. 1O8nZ9IQXw

Job Description Summary: As a Part Time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reaching all goals set for the branch. Job Responsibilities: • Processes all banking transactions including but not limited to; deposits, withdrawals, transfers, cashing checks, money orders, selling money orders, gift and Bank checks, processing loan payments and safe deposit box rentals. All banking transactions are to be processed through Columbia Bank’s on-line terminals;, • Opens new deposit and checking accounts of all kind and explains these products to customers as required. Handles deceased accounts. Assists with maintenance of files and any documentation of daily platform work required. Assists customers with safe deposit boxes, answers inquiries or provides explanations of all products and services including renegotiation of CDs;, • Discusses personal financial needs with customers and makes recommendations on how the Bank can meet those needs. Cross sells Bank’s products and services. Interacts with other Bank departments as required. Services customers, in person or via the telephone, to answer inquiries, research and resolve customer problems and/or complaints and ensure customer satisfaction. Explains the features and benefits of on-line banking and how it works;, • Prepares daily proof sheet at close of business each day. Helps with end of day closing procedures for the branch which includes, but is not limited to; preparation of branch consolidation sheet and document imaging of required branch work;, • Maintains accurate customer and account records. Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files;, • Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate;, • High school diploma required or a Bachelor’s degree in Accounting, Business, or Finance is preferred;, • 1-2 years of retail or customer service experience required;, • Knowledge of financial products preferred;, • Interpersonal, time management, organizational and PC skills a must;, • Excellent verbal and written communication skills required;, • Ability to work weekends as needed or scheduled;, • Ability to lift up to 20 lbs.;, • Candidates must attend mandatory training, continued employment is contingent upon passing training classes;, • Bilingual in Spanish preferred. Desired Skills: • Independent and highly motivated self-starter;, • Results oriented with proven track record to motivate self and others to accomplish objectives;, • Dedicated, enthusiastic, and driven; possesses a strong work ethic;, • A collaborator and team player, translating knowledge and experience into strong and productive relationships; We provide you the training to help you excel in your position. In order to maximize on your experience we have a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training for 10 business days. Training schedules are based on availability. Columbia Bank offers the following benefits: • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Employee Stock Option Program (ESOP). Monday thru Friday: 12:00pm-5:15pm and two to three Saturdays per month: 8:45am-1:15pm Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Job DescriptionSalary: Ninth Wave, Inc. Project Manager Location: New York, NY Role Overview Ninth Wave is seeking a seasoned Project Manager to lead client-facing, large scale implementations of Ninth Wave Platform.In this role, you will define the scope, prioritize competing deliverables, manage client expectations, and lead the orchestration and onboarding of Ninth Wave clients. You will have the opportunity to work cross-functionally and collaborate with Product, Development, and Sales to deliver value that directly contributes to the success of our company.This role is ideal for a hands-on individual contributor who can work across teams and functions to influence other product areas.You have a real passion for problem solving and enjoy using technology to improve processes. The role requires someone comfortable with operating in a highly dynamic environment, who thrives on navigating ambiguity and solving complex problems. Key Responsibilities • Manage full project life cycle, including project definition, scope, resource planning, business analysis, technical design, development, testing, training, and migration to production, • Communicate effectively through various mediums, and across all levels of Ninth Wave and client organizations, to ensure transparent status reporting, change management and issues resolution, • Coordinate and proactively manage internal Ninth Wave teams activities as they relate to client projects, • Minimize Project Risk through pragmatic and collaborative removal of blockers and/or issues, • Lead client relationships, building strong relationships across client organizations, including C-suite, • Matrix Manage project team resources, assuming full ownership of successful project completion and client satisfaction, • Contribute to evolution of Project Management Office, sharing and educating on best practices, documentation and tools Qualifications • 7+- years of experience delivering Software as a Service platform solutions, • Demonstrable record of client implementations, • Hands on experience with budget management, RAID logs, and executive level status reporting, • Experience working with clients and managing client facing projects, • Excellent analytical, strategic conceptual thinking, strategic planning and execution skills, • Experience managing development teams and working in global teams, • Team player, friendly and can adjust to changing priorities with aplomb, • Positive attitude with a proven ability to foster relationships, • Proactive work ethic and ability to work with minimal supervision, • Excellent verbal and written communication skills, • This role is hybrid/in-office and requires regular presence at our NYC headquarters, • Collaborate in-person with teams at our New York City office to drive initiatives Preferred skills and experience • Project Management Certification, • Scrum Certification Company Overview Ninth Wave delivers secure data connectivity to financial institutions through a single point of direct integration to a universal suite of open finance APIs. With configurable controls, visibility, and insights into all data sharing and acquisition connections between aggregators, third-party apps, and internal applications, Ninth Wave empowers financial institutions and their customers with access and oversight to their connected apps, enabling secure data exchange in a holistic and scalable open finance ecosystem. Offering solutions for retail and commercial banks, wealth managers, credit card issuers, tax providers, and more, Ninth Wave provides unparalleled connectivity and universal compatibility to complex information systems.

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: As a Project Manager, you will be expected to leverage deep cross-functional expertise to coordinate with enterprise customers globally, guiding integrations from conception to launch by aligning technical teams, managing timelines, mitigating risks, and ensuring all deliverables meet strategic objectives in the following ways: • Own end-to-end project management for enterprise launches using our brokerage APIs (equities, crypto, options, and more), • Collaborate with external stakeholders (product, engineering, compliance teams, etc.) to scope, plan, and execute integration timelines, • Work cross-functionally with internal teams (BD, engineering, legal, compliance, operations and customer success) to resolve issues and align on resources, • Facilitate weekly partner check-ins, drive action items, and ensure progress toward key deliverables, • Track and report on project status, risks, and dependencies to internal leadership and partner stakeholders, • Help partners navigate onboarding requirements, such as KYC, AML and regulatory disclosures, • Document processes and continuously improve onboarding frameworks to scale future partner integrations Internally, the Project Manager is a key person to give the best context of a partner to many teams, including leadership. Simply put, the Project Manager is the voice of the customer internally at Alpaca. As a project manager in a highly collaborative role, the ideal candidate must demonstrate a strong communication, troubleshooting, solutioning and proactiveness skillset. Key Responsibilities: • Be the face of Alpaca to some of the largest enterprise businesses in their respective regions, • Provide updates to Alpaca's leadership team, being transparent with successes, blockers and solutions, • Stay updated on internal product development timelines, and work closely with the technical teams to roll out new features to partners, • Establish yourself as a subject matter expert on Alpaca's API and collaborate with fintechs around the world, • Ensure feature requests by partners are communicated to the technical teams and are adequately prioritized, • Support the success team with advice on integration items, including new products, • Solutionize for partners targeting key regions Alpaca is focusing on, driving the company's mission to open financial services to everyone on the planet, • Create internal and external resources that can be leveraged by both partners and internal teamsMust-Haves:, • 2+ years of enterprise-level business project management experience with strong process, analysis, design, and documentation skills, • Strong verbal and written communication skills for English-speaking clients to drive clarity on goals, set expectations, and collect feedback, • Demonstrated problem-solving ability and attention to detail to deliver high-quality output while meeting deadlines., • Flexibility to work with customers around the world, • Familiarity and interest in FinTech, financial markets, and investing applications, • Experience with communication and project management tools such as Slack, JIRA, Confluence, Basecamp and Google Workspace, • Startup mindset, • Sales and customer success background leading the customer's experience, • Training/enablement experience, • Brokerage/stocks experience, • Crypto experience Technical background, including: • Familiarity with metabase, • Experience with modern APIs (REST, Websockets, Server Sent Events), • Experience with enterprise software implementations, • Technical troubleshooting skills, • Experience with issue management (JIRA) and API logging tool, • Familiarity with Postman and curl requests 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 Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role: Savvy is looking for a customer-obsessed operator to join our early-stage team and work closely with the Savvy’s financial advisors to ensure we are providing a best-in-class onboarding and implementation journey while maintaining a fast speed to revenue. This individual will get significant exposure to Savvy’s Advisory, Operations, Growth, Product, and Marketing efforts. Who you are: * You’ve got positive energy. You’re optimistic about the future and determined to get there. * You’re never tired of learning. You’re able to self-teach new platforms and ways of working. * You appreciate direct communication. You’re both an active communicator and an eager listener. You’re motivated by feedback and see every setback as an opportunity to grow. * You can pivot on the fly. We are fast-growing, so our priorities are constantly evolving. What you worked on last month may not be the same next month. * You have a humble and “can do” attitude. Our teams create high-quality work on quick timelines. * You want to be part of a winning team. We’re stronger together, and you’re a person who embraces being pushed out of your comfort zone. The Advisor Success team is a cross-functional team working across the whole company. You will directly report to the Head of Advisor Success. Responsibilities: * Own the Advisor Onboarding Journey: Execute a seamless end-to-end onboarding process for advisors transitioning their practice to Savvy. * Sales-to-Activation Handoff: Collaborate with the Growth team to ensure a smooth handoff; optimize advisor onboarding with key milestones that maximize impact in the first 90 days. * Enable Early Adoption: Deliver initial training and resources that empower advisors to quickly leverage Savvy’s software, tools, and financial products. * Deliver Speed to Revenue: Drive revenue results for the company by onboarding advisors quickly. Act as a day-to-day contact for advisors during the transition process. * Balance several onboarding and activation processes while maintaining clear communications with stakeholders and remaining adaptive in a rapidly evolving environment. * Monitor and report on transition progress and potential risk situations. Coordinate with the Client Servicing Team to ensure smooth client account transitions. * Passion to do whatever it takes to solve complex problems and build scalable processes. * Contribute to improving our capabilities by enhancing existing processes. Must have: * 3 to 5+ years in a sales enablement, customer success, client engagement, or account management role in technology, fintech, or wealth management. * Demonstrated success in a customer-facing role. Excellent communication and relationship-building abilities. Empathy, understanding, and confidence in order to effectively engage with advisors. * Training and Presentation skills. Enabling our advisors to become power users. Be able to adapt and personalize training styles for different advisors’ needs. * A collaborative, low ego, and self-starter attitude. This individual must be willing to roll up their sleeves, have an incredible ownership mentality, and have a customer-centric mindset. * Ability to plan and prioritize workload; ability to multitask and meet deadlines with quality output. * Passion for solving complex problems and building scalable processes. * Comfort working in a high growth, constantly changing environment. * Adept at quickly learning and adopting new technologies. Nice to have: * Prior work experience in the Wealth Management industry * Prior work experience at a high-growth start up * Prior experience in the services industry Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Access to holistic medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * NYC office in the heart of Manhattan * Lunch and snacks provided in the office * Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care * Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) Compensation Range: $110K - $135K

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Sr. Manager, Implementations LOCATION: Hybrid in New York City, NY, or Jacksonville, FL. SALARY: $140,000 - $165,000 base salary, + bonus and stock options (based on NYC, will be adjusted for geo) The Role: As we scale, we are seeking a Sr. Manager of Implementations. This role will lead a team of Project Managers that onboard new clients onto the Canoe Intelligence platform. This role is pivotal in ensuring a high quality onboarding experience as well as help drive customer value realization. In this role, you will be responsible for the performance, development, and success of your team. Your leadership will be key in driving both client satisfaction and team effectiveness. You will guide your team to execute standard, repeatable processes that adhere to the high quality delivery of the Canoe platform. What You’ll Do: This role has two key components: 1. Drive Team Success • Lead and Develop Your Team: Manage, mentor, and inspire a team, providing guidance, support, and opportunities for professional growth., • Team Accountability: Maintain awareness across your team portfolio to ensure all projects are adhering to timeline, scope, and risk mitigation standards per our internal SOP and client SOW., • Foster a Collaborative Environment: Promote a culture of continuous improvement by encouraging knowledge sharing, best practices, and collaboration within the team., • Monitor and Enhance Team Performance: Regularly audit team interactions, project statuses, and client communications, providing constructive feedback and coaching to elevate team performance., • Engage in Strategic Client Interactions: Join strategic and enterprise-level client calls to provide additional support and reinforce Canoe’s commitment to client success. 2. Drive Client Results • Client Implementation Leadership: Oversee and guide your team in leading clients through their Canoe implementations, including technology configuration, data connectivity, and integration processes., • Be a hands-on Leader: Act as the lead on strategic projects and Executive Sponsor on others., • Expertise in Technology: Develop deep expertise in Canoe's technology offering, ensuring both you and your team can effectively drive client value through successful implementations., • Project Management Excellence: Ensure that your team maintains high standards in project planning and execution, including regular communication with clients and internal stakeholders, and meticulous tracking of project progress., • Client Relationship Management: Support your team in maintaining ongoing dialogue with Canoe's Relationship Management team, ensuring a seamless client experience from onboarding through to long-term adoption. What We’re Looking For: • 5+ years of experience in SaaS implementations, with a preference for complex, enterprise clients., • 3+ years of people management experience, including managing team members, handling escalations, and designing process structures that drive team success., • Experience in Fintech, Alts, back-office environments, • Strong leadership and mentorship skills, with a proven track record of developing high-performing teams., • Technical aptitude, with the ability to understand and explain complex technology solutions to both team members and clients., • Excellent communication skills, both verbal and written, with the ability to influence and inspire., • Expertise in project management, change management, and expectation management., • Analytical, data-driven, and detail-oriented, with a proactive approach to solving problems and driving results., • Client-centric mindset, with a genuine passion for delivering exceptional value to customers., • A collaborative spirit, with a desire to work in a team-oriented environment that values continuous improvement., • 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 Summary: As a Part Time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reaching all goals set for the branch. Job Responsibilities: • Processes all banking transactions including but not limited to; deposits, withdrawals, transfers, cashing checks, money orders, selling money orders, gift and Bank checks, processing loan payments and safe deposit box rentals. All banking transactions are to be processed through Columbia Bank’s on-line terminals;, • Opens new deposit and checking accounts of all kind and explains these products to customers as required. Handles deceased accounts. Assists with maintenance of files and any documentation of daily platform work required. Assists customers with safe deposit boxes, answers inquiries or provides explanations of all products and services including renegotiation of CDs;, • Discusses personal financial needs with customers and makes recommendations on how the Bank can meet those needs. Cross sells Bank’s products and services. Interacts with other Bank departments as required. Services customers, in person or via the telephone, to answer inquiries, research and resolve customer problems and/or complaints and ensure customer satisfaction. Explains the features and benefits of on-line banking and how it works;, • Prepares daily proof sheet at close of business each day. Helps with end of day closing procedures for the branch which includes, but is not limited to; preparation of branch consolidation sheet and document imaging of required branch work;, • Maintains accurate customer and account records. Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files;, • Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate;, • High school diploma required or a Bachelor’s degree in Accounting, Business, or Finance is preferred;, • 1-2 years of retail or customer service experience required;, • Bilingual in Portuguese;, • Knowledge of financial products preferred;, • Interpersonal, time management, organizational and PC skills a must;, • Excellent verbal and written communication skills required;, • Ability to work weekends as needed or scheduled;, • Ability to lift up to 20 lbs.;, • Candidates must attend mandatory training, continued employment is contingent upon passing training classes. Desired Skills: • Independent and highly motivated self-starter;, • Results oriented with proven track record to motivate self and others to accomplish objectives;, • Dedicated, enthusiastic, and driven; possesses a strong work ethic;, • A collaborator and team player, translating knowledge and experience into strong and productive relationships; We provide you the training to help you excel in your position. In order to maximize on your experience we have a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training for 10 business days. Training schedules are based on availability. Columbia Bank offers the following benefits: • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Employee Stock Option Program (ESOP). Part Time: The part-time positions work a minimum hours per week with a flexible schedule based on business need. Must be able to work a flexible schedule including Saturdays. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

New York State - Neurosurgery • Upstate New York hospital has excellent full time employment opportunities for Board Certified or Board Eligible Neurosurgery physicians to join its established hospital-based practice., • These are exciting opportunities to join a highly respected practice that performs all aspects of spine and neurological surgery in a state-of-the-art surgical setting., • Equipment includes the newest microscopes and O-arm intraoperative technology which allows for real-time imaging during surgical procedures., • The group enjoys a strong referral base and is seeking additional surgeons to meet strong demand in the community., • Brain tumors, • Chiari malformation, • Trigeminal neuralgia, neck pain, back pain, leg pain, • Disc herniation, spinal stenosis, degenerative disc disease, • Carpal tunnel syndrome The hospital offers a comprehensive range of inpatient and outpatient services and diverse outreach programs in the areas of medicine, surgery, ambulatory care, women s and children services, neonatal intensive care, rehabilitation, outpatient medical imaging, and care for the elderly. The facilities are among the nation s most advanced clinical environments for care of patients with complex heart and vascular disease. The hospital is the only hospital in New York state and the northeastern United States to earn designation from an independent ratings agency as a Top 100 Cardiovascular Hospital for 10 years. The hospital s Hybrid Operating Room, a high-tech catheterization lab within a sterile operating environment, is only one of just a handful of such installations worldwide. Their Cardiac & Vascular Center has also been named a Blue Distinction Center for Cardiac Care because of its consistent commitment to quality care, resulting in better overall outcomes for cardiac patients. Recruitment Package: • Competitive salary to start and settle into practice. Great earning potential thereafter, • Excellent benefits; including health/vision/dental insurances, • Paid malpractice, including post-SPHP employment tail coverage, • CME time & expense allowance, • Paid time away from the practice, • Two-part retirement savings program with employer matching program, • Relocation assistance is available, • Starting bonus is available The Area: • The Region has excellent year-round outdoor recreation available, including excellent golf, water-sports of all kinds, camping, hiking, and great downhill skiing and snowboarding. It offers a wealth of cultural offerings and activities, including several renowned museums and theaters, fine dining, and a year-round events calendar full with music and sporting events., • Excellent public and private schools are available, as are affordable homes and reasonable taxes. This region is a part of New York's Tech Valley and is abound with Higher education opportunities. They are a short drive to the scenic Adirondack, Berkshire, and Catskill Mountains., • Centrally located, they are less than three hours from New York City and Boston.

We are seeking a highly experienced Senior Wealth Advisor/Manager to join our client, a rapidly growing Wealth Management Registered Investment Advisory (RIA) firm. As a Senior Wealth Advisor/Manager, you will have the opportunity to work with high net worth individuals and families, providing compr

Job Description What does a great Client Success Manager do? An InvestCloud Client Success Manager is responsible for maintaining deep customer relationships to drive account revenue retention and growth. By collaborating with internal partners, the Client Success Manager delivers exceptional service and a valuable solution. This position sits within our APL business unit, and will manage and defend a book of business aligned by customer segment within a geography. The CSM will be accountable for the commercial close of all deals and retention of existing business. The Client Success Manager will also open larger solution opportunities and introduce Sales and Customer Success Managers. Responsibilities • Make the Client Happy, • Driving Relationship Governance to ensure that we’re making the client(s) happy at a personal level, • Connect with business sponsor on weekly basis while in delivery (monthly if not in delivery), • Maintain relationship powermap. If change in sponsors, build relationship with new sponsors, • Identify personal win for client and Drive alignment between InvestCloud and personal win, • Driving Executive Governance – Enforce executive governance on a monthly basis (quarterly if not in delivery) to ensure that Investcloud and the client are aligned on the status of the relationship and have an opportunity to drive resolution where necessary. Schedule a prep, Ensure the right people are in the room from the client and from InvestCloud, issue meeting minutes, • Build and long-term trusted advisor relationship within their accounts at C-Suite and E-Suite levels. Identify personal win for client and Drive alignment between InvestCloud and personal win, • Drive collection of NPS and, • Drive Operational and Service Excellence, • Ensure Alignment to Business Objectives: Understand the client’s business objective, ensure that the business objectives are being met (e.g. ensure that business kpi’s are being met), • Manage Closure of Open Issues: Understand open issues and work with appropriate teams to drive closure, • Escalate Timely and Effectively: Escalate outstanding issues to senior management, the appropriate escalation path, amber flag, red flag, • Ensure SLA’s are In-Line: Being aware when SLA’s are breached, escalating through the appropriate internal and external channels, • Do a weekly ticket review and work with the platform success team to drive ticket resolution, • Defend Revenue, • Manage Renewals: Manage the renewal process (timing, initiation, annual CPI increase, floor and incremental fees, liability clauses, interacting with legal, the art of negotiation) to drive new value to client and maximum ARR for InvestCloud, • Manage Account receivables: Ensure clients are paying and account receivables are current to drive optimal cash flow for InvestCloud, • Monitor usage of current platform and take action to drive and grow usage, • Grow Revenue, • Maintain solid understanding of InvestCloud propositions to initiate conversations and raise interest., • Drive growth by expanding InvestCloud footprint within accounts.in terms or client relationships and in terms of product, • Maintain and Executing Against Account Plan: Develop, maintain, and execute on account plan, • Identify Upsell Opportunities: identify growth opportunities and collaborate with Sales to upsell/cross sell into the Accounts, • Maintain white space on client Basic Qualifications for Consideration: • BA/BS degree required, MBA a plus, • 10+ years of financial services experience preferably within the customer segments of Wealth & Asset Management, • Proven account management experience in a customer facing environment required, • Strong understanding of customers and their business model and workflows, • Demonstrated selling skills (identity, develop and articulate a complex proposition/consultative selling), • Strategic thinker, • Strong negotiation skills, • Experience using analysis, reporting, modeling, and forecasting to gather data for the purpose of making business decisions 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, • Excellence The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $165,000 - $180,000 #LI-BH1 #LI-BH1

Job Description Founded by the Sisters of Charity of New York, the University of Mount Saint Vincent is an academically excellent, authentically inclusive, Catholic and ecumenical liberal arts University. The University combines a strong core curriculum with a full array of majors in the liberal arts and, within the tradition of liberal education, selected professional fields of study. At Mount Saint Vincent, a student’s education extends beyond knowledge, skills, and preparation for work. We seek the development of the whole person. In the spirit of Vincent de Paul and Elizabeth Ann Seton, we foster an understanding of our common humanity, a commitment to human dignity, and a full appreciation of our obligations to each other. Through its School of Professional and Continuing Studies, the University extends its primary undergraduate mission by offering high quality graduate studies in business, education and nursing and an array of undergraduate and certificate programs serving non-traditional students. Program Description The TRiO Student Support Services (SSS) Program at the University of Mount Saint Vincent is a federally funded initiative serving first-generation, low-income, and students with documented disabilities. Using the FACE framework—Financial Literacy, Academic Success, Community, and Engagement—TRiO SSS offers advising, tutoring, mentoring, and enrichment activities that promote academic achievement, cultural awareness, and student retention. Position Overview The TRiO SSS Advisor for Programming designs and delivers inclusive, culturally responsive programs that support academic success, financial literacy, leadership, and personal growth. Working with TRiO staff, campus partners, and community organizations, the Advisor ensures programming aligns with TRiO goals and student needs. Responsibilities: • Design and facilitate educational, cultural, and social programming that supports TRiO students’ academic persistence, personal growth, and career readiness., • Develop a comprehensive F.A.C.E.-branded calendar of events (Financial Literacy, Academic Success, Community, and Engagement) per academic year., • Coordinate and lead workshops, trips, and recognition events that reflect TRiO’s mission and address student needs., • Plan and execute signature events including: Welcome Back!, Conversations that Matter, Focus Days, Health is Wealth, TRiO Works! Week, Fall and Spring Trips, Meet the Faculty, Wordsmith, and First Gen Day, • Assist in planning and executing the on-campus Summer Enrichment Program, including overnight stays as needed., • Manage event logistics including space reservations, vendor coordination, marketing, and budget tracking., • Lead efforts to promote events and increase TRiO student participation by 15% each semester., • Oversee the development and execution of the TRiO mentorship and ambassador programs., • Provide guidance to TRiO students in planning and executing student-led initiatives and events., • Support students in developing leadership, critical thinking, and event planning skills., • Serve as a resource for students seeking involvement in co-curricular activities, civic engagement, and leadership development., • Motivate and encourage students through daily interactions and mentorship., • Maintain a consistent presence in the office to ensure accessibility and support., • Address and de-escalate conflict or crisis situations, providing appropriate referrals when necessary., • Build and maintain strong relationships with campus departments (e.g., Academic Advising, Financial Aid, Student Accounts, Registrar’s Office, Center for Leadership, Career Services, Residential Life) and external organizations to enhance programming., • Work closely with TRiO staff to align programming with grant objectives and student success metrics., • Communicate effectively with stakeholders to ensure clarity of goals, timelines, and responsibilities., • Assist in hiring and supervising up to three (3) student workers., • Monitor program budgets and expenditures, ensuring compliance with TRiO grant regulations., • Maintain detailed and accurate records of student profiles, attendance, and progress to track development and outcomes., • Conduct evaluations and collect feedback to assess program impact and inform future planning., • Ensure all programming adheres to institutional policies and TRiO federal guidelines., • Collaborate with the TRiO team to support program assessment, reporting, and expansion., • Plan and participate in annual national conferences., • Perform other duties as assigned Requirements • Bachelor’s degree, preferably in education, counseling, or social sciences; Master’s degree is preferred;, • Two (2) years of experience in student programming, advising, or event coordination, preferably within a TRiO or similar federally funded program., • Strong organizational and project management skills with attention to detail., • Excellent communication and interpersonal skills, with the ability to engage diverse student populations., • Proficiency in Microsoft Office and willingness to learn new technologies and systems., • Availability to occasionally work evenings and weekends Benefits The annual salary for this role is $64,350 • PTO and Sick days, • Medical, dental, vision insurance, • Flexible Spending Account (FSA), • Enhanced Short Term Disability Insurance, • 100% employer sponsored Long Term Disability, • Voluntary Life Insurance, • Commuter Benefits, • Participation in a 403(b) Retirement Plan, • Employee Assistance Program

Job Description About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role: Savvy is looking for a customer-obsessed operator to join our early-stage team and work closely with the Savvy’s financial advisors to ensure we are providing a best-in-class onboarding and implementation journey while maintaining a fast speed to revenue. This individual will get significant exposure to Savvy’s Advisory, Operations, Growth, Product, and Marketing efforts. Who you are: * You’ve got positive energy. You’re optimistic about the future and determined to get there. * You’re never tired of learning. You’re able to self-teach new platforms and ways of working. * You appreciate direct communication. You’re both an active communicator and an eager listener. You’re motivated by feedback and see every setback as an opportunity to grow. * You can pivot on the fly. We are fast-growing, so our priorities are constantly evolving. What you worked on last month may not be the same next month. * You have a humble and “can do” attitude. Our teams create high-quality work on quick timelines. * You want to be part of a winning team. We’re stronger together, and you’re a person who embraces being pushed out of your comfort zone. The Advisor Success team is a cross-functional team working across the whole company. You will directly report to the Head of Advisor Success. Responsibilities: * Own the Advisor Onboarding Journey: Execute a seamless end-to-end onboarding process for advisors transitioning their practice to Savvy. * Sales-to-Activation Handoff: Collaborate with the Growth team to ensure a smooth handoff; optimize advisor onboarding with key milestones that maximize impact in the first 90 days. * Enable Early Adoption: Deliver initial training and resources that empower advisors to quickly leverage Savvy’s software, tools, and financial products. * Deliver Speed to Revenue: Drive revenue results for the company by onboarding advisors quickly. Act as a day-to-day contact for advisors during the transition process. * Balance several onboarding and activation processes while maintaining clear communications with stakeholders and remaining adaptive in a rapidly evolving environment. * Monitor and report on transition progress and potential risk situations. Coordinate with the Client Servicing Team to ensure smooth client account transitions. * Passion to do whatever it takes to solve complex problems and build scalable processes. * Contribute to improving our capabilities by enhancing existing processes. Must have: * 3 to 5+ years in a sales enablement, customer success, client engagement, or account management role in technology, fintech, or wealth management. * Demonstrated success in a customer-facing role. Excellent communication and relationship-building abilities. Empathy, understanding, and confidence in order to effectively engage with advisors. * Training and Presentation skills. Enabling our advisors to become power users. Be able to adapt and personalize training styles for different advisors’ needs. * A collaborative, low ego, and self-starter attitude. This individual must be willing to roll up their sleeves, have an incredible ownership mentality, and have a customer-centric mindset. * Ability to plan and prioritize workload; ability to multitask and meet deadlines with quality output. * Passion for solving complex problems and building scalable processes. * Comfort working in a high growth, constantly changing environment. * Adept at quickly learning and adopting new technologies. Nice to have: * Prior work experience in the Wealth Management industry * Prior work experience at a high-growth start up * Prior experience in the services industry Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Access to holistic medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * NYC office in the heart of Manhattan * Lunch and snacks provided in the office * Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care * Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) Compensation Range: $110K - $135K

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 a highly analytical and detail-oriented Broker Dealer Operations Control Associate to join our team. In this role, you will play a critical part in maintaining operational integrity, ensuring compliance with regulatory standards, and mitigating risk within broker-dealer operations. You will collaborate with various teams to oversee trade settlements, reconciliations, regulatory reporting, and internal audits, ensuring seamless day-to-day operations. Key Responsibilities • Monitor and evaluate broker-dealer operational processes to identify potential risks and ensure compliance with regulatory requirements., • Conduct trade reconciliations and settlement oversight to maintain accuracy and efficiency., • Assist with internal audits and regulatory reporting, collaborating with compliance teams to ensure adherence to FINRA, SEC, and other industry regulations., • Develop and implement operational control procedures to mitigate risk and enhance efficiency., • Investigate discrepancies, trade breaks, and operational issues, resolving them in a timely manner., • Work closely with front-office, back-office, and compliance teams to optimize operational workflows. Qualifications • Bachelor's degree in Finance, Business, Economics, or a related field., • 5+ years of experience in broker-dealer operations, risk management, self-clearing or introducing broker model, • Strong understanding of FINRA, SEC, and other regulatory guidelines., • Excellent analytical skills and attention to detail., • Proficiency in Microsoft Excel, data analytics tools, and trade settlement platforms., • Strong problem-solving abilities and ability to work in a fast-paced environment. What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $70,000 - $140,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center

Job Description Firm Summary: Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With ten offices located throughout the United States, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities. Position Summary: Winged Keel Group’s Client Services department focuses on delivering best in class service to our ultra-high net worth clients. Offering a suite of services that include customized reporting, premium invoicing, task management, and the preparation of client life insurance portfolio reviews, the bedrock of this department is our disciplined approach to monitoring and maximizing the performance of our clients’ portfolios. The client is always our first priority and taking a close second is our commitment to collaborating within the team to meet objectives and expectations in a timely fashion. The successful Client Services Assistant will develop and consistently use task management and time management skills, effective communication skills, and an exceptional attention to detail. The work is challenging, and hard work is recognized and rewarded. Position Responsibilities: • Obtain policy values, forms, and information from insurance carriers., • Use insurance company software to run (or request from insurance companies) inforce policy illustrations. Identify results that don’t make sense or are inconsistent with previous illustrations., • Prepare premium invoices; follow-up with insurance companies and clients to confirm premiums are paid as scheduled., • Prepare paperwork for and process death claims, surrenders, withdrawals, and policy changes, such as title and allocation changes; follow up where needed to manage multi-step transactions through to completion and confirm accurate processing., • Prepare policy summaries and policy reviews for inforce policies, • Update and maintain client information; document all client transactions., • Understand and adhere to compliance procedures when working with variable life insurance., • Regularly communicate with clients and advisors by phone and email. Acknowledge requests in a timely manner. Assist clients and advisors with questions about insurance portfolios. Anticipate additional questions and information required for others to make informed decisions. Ideal Candidate will Possess the Following:, • Bachelor’s degree, • Proficiency in Microsoft Outlook, Word, and Excel, • Highly detail oriented; able to critically review own work, • Accountable; follows through on tasks independently, • Problem solver; aware of when to escalate issues, • Ability to prioritize, stay organized, and manage multiple tasks and deadlines in a fast-paced environment, • Ability to pick-up and understand new software and technology relatively quickly, • Strong interpersonal communications skills (both written and oral), • Willingness to learn and to accept constructive feedback, • Strong work ethic and commitment to the highest standards of excellence, • Strong sense of accountability and ownership of his or her work, • Experience in life insurance industry is a plusWorking Conditions/Demands/Complexity:, • Required to work on a computer for a substantial part of the day, • Occasional work in the evenings or weekends, as needed to meet deadlines, • A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environmentCompensation / Benefits:, • Attractive annual compensation package is commensurate with experience, • Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits. PlcQnZxb7I

Job DescriptionCompany Description Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and software. We also assist millions of people to work towards their financial goals and help them save time and money. We operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more industry segments. We invest in people and new advanced technologies to unlock the power of data. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 22,500 people across 32 countries. Our corporate headquarters are in Dublin, Ireland. Learn more at experianplc.com. Job Description As a leader in consumer data and identity-based marketing solutions, Experian Marketing Services is improving the business and consumer experience by offering a complete identity solution. We're doing so through a clearer view across the digital customer buying journey and with acquisitions of leading AdTech and MarTech providers with the most recent being Audigent, the leader in sell-side data and curation The Customer Success Manager, Financial Services Vertical will meaningfully contribute to EMS's commercial team managing client relationships such as banks, credit unions, and other financial institutions to guide successful partnerships driving revenue across the business. • Manage end-to-end customer relationships across a portfolio of customers using Experian's Consumer Sync and Consumer View products, • Work with and support your assigned Account Director on a set of named strategic accounts to drive continued growth and success, • Responsibilities include client management, education, contract negotiation, and daily support, • Key metrics for success are customer renewal rate, revenue retention rate, upsell/cross-sell rate, and customer satisfaction, • Work with your counterparts across solutions engineering, operations, billing, and finance to ensure continuity across the business, • Communication with clients is frequent - includes weekly status calls with and occasional travel to client locations., • Gather industry information within assigned portfolio. Including subscribing to industry newsletters, trade magazines., • Develop relationships across all client/prospect base and internal departments., • Cast wide and deep net at existing clients – know how to navigate organizations, ask for introductions and help; promote EMS across many use cases at client., • You will report to the Sales DirectorQualifications, • Bachelor's Degree or equivalent experience, • 5+ years sales/marketing experience required; Minimum 3 years' experience as a Partner Manager, Customer Success Manager, or Account Manager, • Experience managing portfolio of revenue between $5 - $15M+ annually, • Experience managing financial service clients such as: Credit Unions, Central Banks, Regional Banks, Housing and Mortgage companies, Wealth Management Firms, and Fintech., • Experience in customer service. Experience developing client relationships, • Experience organizing and prioritizing your own tasks and managing a large project portfolio with varying levels of details, • Ability to analyze data and present industry specific insights to clients, • Genuine curiosity and experience with ad tech and marketing and drive to grow career in this industry, • Ability to travel – approx. 25% of time Additional Information Perks • Great compensation package and incentive plan, • Paid time off, • 401K with a 4% company match with immediate vesting, • Comprehensive health, dental, and vision plans Experian is proud to be an Equal Opportunity and Affirmative Action employer. Innovation is an important part of Experian's DNA and practices, and our diverse workforce drives our success. Everyone can succeed at Experian and bring their whole self to work, irrespective of their gender, ethnicity, religion, colour, sexuality, physical ability or age. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity. #LI-Remote

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

Job Description Firm Summary: Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With ten offices located throughout the United States, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities. Position Summary: Winged Keel Group’s Client Services department focuses on delivering best in class service to our ultra-high net worth clients. Offering a suite of services that include customized reporting, premium invoicing, task management, and the preparation of client life insurance portfolio reviews, the bedrock of this department is our disciplined approach to monitoring and maximizing the performance of our clients’ portfolios. The client is always our first priority and taking a close second is our commitment to collaborating within the team to meet objectives and expectations in a timely fashion. As a Client Reporting Associate you will not only learn about servicing life insurance for the wealthiest families in the country and providing highly complex reporting, you will also develop task management and time management skills, effective communication skills, MS Excel Skills, and an exceptional attention to detail. The work is intellectually stimulating and challenging, and hard work is recognized and rewarded. Position Responsibilities: • Manage the timely production and review of monthly statements for private placement policies by working closely with insurance companies and colleagues, • Obtain and upload large sets of data to a proprietary database to facilitate statements., • Efficiently reconcile data; understand and resolve any issues Build and update complex Excel models to generate and produce presentation-ready reports, by utilizing Excel tools such as VLOOKUP and PivotTables. Modify and improve Excel models to make them more user-friendly for other members of the Client Services team., • Develop and maintain excellent relationships with insurance company contacts, clients, and advisors, • Regularly communicate with clients and advisors, generally via email and sometimes by phone, to respond to inquiries, alert them to missed payments, provide information, etc., • Use insurance company software to run (or request from insurance companies) inforce policy illustrations., • Prepare periodic policy reviews for inforce policies using standard templates, • Create ad hoc presentations and spreadsheets based on client requests, • Facilitate all administrative aspects of requested policy changes, including the movement of money/fund allocations, as requested, • Obtain, understand, and present fund information available to clients, • Problem-solve client issues and escalate to higher level internal management when applicable, • Update and maintain client information and document all client transactions, • Adhere to broker-dealer compliance requirementsIdeal Candidate will Possess the Following:, • 3-5 Years Experience in Life Insurance or Financial Services (a plus), • Licensed – Series 6, 63, Life, Accident & Health (a plus), • Extremely detail-oriented, • Natural problem solver who can work on own initiative, and equally as well in a team, • Strong technical, organizational and prioritization skills, • Strong proficiency with Excel and Outlook, • Ability to pick-up and understand new software and technology relatively quickly, • Understanding of financial math concepts like gross and net rates of return, gain and loss, • Proactive with a can-do and will-do approach to work, • Deadline driven with the ability to work in a fast-paced environment, under pressureWorking Conditions/Demands/Complexity:, • Required to work on a computer for a substantial part of the day, • A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environmentCompensation / Benefits:, • Attractive annual compensation package is commensurate with experience, • Eligible for annual profit sharing bonus Ei6AuIMZu0

Job DescriptionABOUT PARITY: Buildings in our beautiful cities, where we live and work, are producing 40% of the CO2 going into our atmosphere and contributing to climate change. We need to HEAT, VENTILATE, and AIR CONDITION our buildings 24/7. Most of the energy consumed in a building is for our comfort, but 50% of it is wasted! This is because buildings have little to no technology to control this. Parity is a Remote HVAC Optimization as a Service company. We remotely control and optimize HVAC systems 24/7/365 to deliver automatic energy savings and revenue to multifamily residential buildings and hotels. Using advanced algorithms, Parity can predict the amount of energy needed ahead of time to operate a building to meet its occupants' demands and adapt the building's systems and machinery in real time. We save our customers: • Time - we automate setpoint adjustments and demand response protocols. Our Pi (Parity Insights) dashboard provides early alerting services when things go down., • Money - Parity contractually guarantees the savings that we expect to deliver to our multifamily customers. We also provide quarterly and annual energy savings reports. We are looking for an energetic and motivated Senior Account Manager ready to expand their sales career at the intersection of the property technology space and the quickly growing energy management industry. This individual will be focused on leading Parity’s growth in the hospitality sector. The primary objective will be to increase the company’s footprint with large hotels in the NYC metro area market. This individual will be presenting Parity at all levels of the sales process and will be responsible for conducting key sales activities including; prospecting, origination, proposal generation, customer facing presentation, and deal closing. We are looking for an individual who is excited to work in tech, real-estate, and has a passion for reducing CO2 emissions. RESPONSIBILITIES: • Selling a guaranteed savings solution with a no upfront cost option for real estate operators to manage their energy consumption, reduce their carbon footprint, generate grid services revenue, maintain occupant comfort, and limit negative exposure to building performance standards and other energy-related local regulations., • Managing the sales process from start to finish, • Maintaining a deep understanding of relevant energy and real estate related policies, programs, and market conditions in the NYC metro area., • Developing a comprehensive understanding of Parity’s service offerings and value proposition, • Developing and maintaining strong customer relationships, • Conducting sales presentations to key personnel including property managers, board members, and other consultants, • Effectively positioning Parity’s unique value proposition utilizing financial metrics, consultative customer engagement, market positioning, domain expertise, and other means, • Working closely with Parity's engineers to develop proposals, • Developing and maintaining a sales pipeline through cold calling, networking, taking over existing accounts, and other means, • Participating in industry events to represent Parity and grow the company’s presence in the market, • Contributing to the ongoing development of Parity’s service offerings, company strategy, and market positioning, • Coordinating with the marketing team on campaigns and other demand-generation activities, • Establishing partnerships that enhance business development efforts, • Promoting and expanding Parity’s brand awareness in the NYC hospitality sector, • Working closely with our marketing team to develop collateral and outreach campaigns, • Meeting and exceeding sales goals QUALIFICATIONS: • Passion for transformative technology and clean energy, • 5+ years of professional sales experience within the hotel industry, • Experience in the NYC market, • Located within commuting distance of Parity’s Midtown Manhattan Office, • Background in HVAC, building automation, energy systems, property technology or real estate, • Proven track record of being a top sales performer, • Proven experience closing new business using strategic value-based selling, • Excellent interpersonal, communication, and presentation skills Join our organization in a key role during a period of tremendous growth and directly contribute to its future success. Contribute to a world-changing product that is working to make the world a better place through reduced CO2 emissions in multifamily buildings. Have the autonomy to learn and grow in a fast-moving, start-up environment. OTHER GREAT STUFF: • Benefits: Parity offers a comprehensive health benefits package - health is wealth!, • Flexible work environment: This role will be a hybrid position where you’ll be expected to work from the office at least two days a week and attend in-person site visits and meetings as necessary, • Purpose and Impact: We hire top talent that cares about the social impact and vision, to help make urban living sustainable. It makes a difference to work alongside a group of individuals who are all dedicated and passionate about creating positive change., • Training and development: Each employee has a $1,000 training allowance that can be used however they like, as long as it supports their role or growth within the company. Parity welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. Powered by JazzHR DadGJpKc9x

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 looking for a Senior Software Engineer to join our Advisory Suite team, which powers key components of our investment management platform. You will work on critical financial engines, including portfolio rebalancing, trade aggregation, tax optimization, and fixed income analytics. You will design, build, and scale services that enable investment advisors to manage client portfolios with precision and efficiency. Things You Get To Do: • Design, build, and maintain backend services for:, • Portfolio rebalancing algorithms, • Trade aggregation logic (VWAP, TWAP), • Tax lot accounting and optimization, • Fixed income product modelling and yield computation, • Contribute to future product areas within the advisory suite team and/or trading platform, • Collaborate with product, data and other engineering teams to translate business and financial logic into performant systems, • Write clean, maintainable, and testable code in Go, • Participate in code reviews, architecture discussions, and sprint planning, • Contribute to scaling strategies and observability practices (e.g., tracing, alerting, dashboards)Who. You Are (Must-Haves):, • 5+ years of professional software development experience, • Strong grasp of data structures, algorithms, and systems design, • Experience with financial systems, trading, or portfolio analytics is a strong plus, • Familiarity with time-series data processing and numerical accuracy (especially for VWAP/TWAP), • Knowledge of fixed income concepts (e.g., yield curves, duration, accrual), • Comfortable working in a fast-paced, agile environmentHow 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 Why We Stand Out Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you! As one of the top accounting firms in the country, our foundation is “people first”. In the words of James Kaufman, “we prioritize our people, their development, and their well-being. Our values are translated into action every day. People see that management is caring and has a priority in their well-being.” Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 700 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it takes? How You’ll Contribute: A Tax Financial Services Internship with Kaufman Rossin is an adventure more rewarding than the average internship! Of course, you’ll be integrating your coursework learning with hands-on knowledge and gaining additional credentials to round out your resume – that’s to be expected from any internship. What you may not expect is our culture! At Kaufman Rossin, we work in a people-first environment that nurtures creativity, rewards innovation, and encourages professional growth. You’ll ask us a million questions. You’ll meet the learning goals of each assignment and each term. You’ll share your ideas, suggestions, and opinions with us. You’ll have fun working with us, learning with us, and playing with us. Our internships are hybrid (two days/week in office) and structured around your class schedule; education remains the priority! You can dedicate 20 hours/week to 40 hours/week as an intern…we’re flexible! We typically have Spring and Summer internship options. If it goes well, and you’d like to stay on, you can extend your internship or become eligible for long-term hire once you’ve concluded your undergraduate education! Requirements What Skills You'll Bring: • Currently enrolled in a Master's or Bachelor's in Accounting, • Knowledge of general accounting principles, as well as tax provisions, • Strong skills in Excel, Word, PPT, and Adobe, • 3.0 GPA How You'll Stand Out: • Team player and a commitment to high quality, detailed work, • Self-starter with the ability to deal with multiple priorities, • Excellent communication skills, both verbal and written We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Job Description This role will work with the Manager of Reporting and Technical Accounting closely to prepare the Company’s external financial reporting documents and supporting other accounting operation activities. What does a great Senior Accountant of Reporting and Technical Accounting do? This role is responsible for overseeing and performing advanced accounting functions to ensure accurate financial reporting and compliance. Collaborate with various team members on different projects and needs to foster a productive work environment. Identify opportunities for continuous improvement and embrace innovative ideas in daily work How you will provide meaningful contributions: • Partner and collaborate with the team on the coordination and preparation of all external and internal financial reports on an annual and quarterly basis., • Lead conversations with Accounting, Finance, and Legal to collect information and input for the consolidated financial statements and disclosures. Prepare and maintain the consolidated financial operating model; complete disclosure checklists and reporting questionnaires., • Prepare journal entries for equity accounts and stock-based compensation., • Prepare month-end close and perform financial statement reviews., • Develop and maintain a quarterly reporting timetable and monitor progress against reporting cycle milestones., • Assist with the annual financial statement audit., • Assist with the establishment, documentation, and maintenance of company accounting policies., • Monitor the development and applicability of emerging accounting and reporting rules deliberated by the SEC, US GAAP, PCAOB, or other regulatory bodies, and report nuances or updates to ensure compliance., • Conduct research on technical accounting matters and provide updates that may impact the accounting environment., • Bachelor’s degree in Accounting, • Certified Public Accountant (CPA) or actively working toward licensure, • 3–5 years of progressive accounting experience, • Strong knowledge of US GAAP and SEC reporting requirements, • Solid understanding of the financial statement consolidation process, including intercompany eliminations and foreign currency translation, • Advanced Excel skills, • Exceptional planning and organizational abilities, • Strong project management and communication skills, • Experience with public accounting firm or a publicly traded company is preferred, • Experience with NetSuite and Workiva is preferred, • Advanced technical accounting knowledge in leases and equity is a plus. 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-

Job Description Overview Sumptuous Locks is a Natural Hair salon that specializes in locking hair. Our approach holistic: good health is good hair. We provide a wealth of services for Sisterlocks™, microlocs, instant locs, interlocs, traditional locs, and Natural Hair. We are a growing salon and currently seeking a Salon Manager to serve as an integral part of our team. If you have the natural ability to: · Make others smile · Address and resolving customer concerns · Multi-task like ninja We want to hear from you! Responsibilities • Monitoring the calendar of appointments, meetings, and events, • Organizing and updating key documents, • Recruit, interview, hire, and train new staff on policies, procedures, and expectations, • Includes executing on onboarding, offboarding processes · Ensure client information is entered with accuracy and timeliness. · Rebook appointments during check out while addressing the client by name. · Optimize and maximize appointments with the reservation system and ensure timely communication with Customer Service team. • Lead supervisorial and team meetings, • Manage the opening/closing of the salon each day, • Maintaining cleanliness of the highest standards · Serve as subject matter expert in reservation system. • Inventory management and ordering of salon supplies, • Coach stylists on consultations with clients, • Promote retail products, • Help manage revenue objectives and staff goals, • Daily content uploads to social media and engagement with clients on reviews, • Constant interaction with clients and staff, • Researching new salon technology and developments, • 3-5 years’ experience working for an organization, • High School diploma or GED (required) · Proficiency in Microsoft Office (Word, Excel, etc.) · Experience with Canva and Quickbooks is preferred. · Retail experience is also preferred. · Familiar with social media platforms (Facebook, Twitter, LinkedIn, and Instagram) · Excellent client relationship skills including, but not limited to the ability to clearly and effectively communicate, problem-solve, multi-task, and take direction · Candidate must have high standards of professionalism, be dependable, take pride in his or her work, and can work in fast-paced environment. · Formal stylist certification is a plus

Job Description About Our Client's Organization Our client’s organization was founded in 1991. They pride themselves on a great supporting team culture and an organization that thinks big, to regrow the business as big as it can grow. The office is in an excellent location in upscale Fort Lee, NJ. The area is known for its great neighborhoods and top education systems in New Jersey State, making it an ideal place for the candidates and families. A super easy commute to Manhattan, NY is only a 5 minutes’ drive via the George Washington Bridge, offering a scenic view of the Hudson River and the Upper West Side. Additionally, the location is within a 15 -20-minute drive to major international airports, A-rated shopping malls, restaurants, golf range, and walking distance to great cafes, bars, restaurants, a local theater, and Modern Building complexes. Also, there are frequent and multi route NJ transit buses to and for Manhattan as well as nearby neighborhoods. Description of the Role: This role will be responsible for assisting the Family Office Investment accounting operations and financial management with the Financial Staff Accountant with experience in Asset-Wealth Management or Public Accounting. This role will require strong knowledge in accounting, a strong work ethic, and excellent communication skills. This is an ideal position for a hard-working and self-motivated accountant for a Fund Accounting position who is extremely detailed, organized and enjoys being challenged with new and ever-changing responsibilities. Key Responsibilities Accounting Operations & Administration: o Books maintenance and facilitate month-end close for the group, its affiliates, handle taxation; distributions and investors’ data collection. O Facilitate and Assist Financial Accounting Manager with the year-end audit processes, year-end audit process in collaboration with teams and the administrator. o Investigate and record corporate actions, dividends, financing costs as well as other expenses Implement accounting procedures and monitor systems. o Work closely with the accounting and investment team on projects that include system and reporting implementation Monitor bookkeeping account in QuickBooks. o Ensure compliance with all financial regulations and tax standards as required. Finance Operations and Administration: o Assist in financial operations including budgeting; forecasting; financial reporting and analysis. o Perform timely and accurate completion of month end, quarter end, year end closing and account reconciliations. o Provide assistant in improvement in areas of “record to report, order to cash/pay. o Assist in accounting of cash management, forecast, financial cost control and assess impact on current year audit engagements. o Meeting deadline for financial closing o Assist accounting in investment transactions and monthly reconciliation. o Perform with the assistance in revenue forecast and accrual. o Demonstrate good understanding in investment types. o Prepare and assist in complex financial closings, tax compliance filings and other business analysis o Prepare and assist compiling the evaluation of complex data, computations, documentation and various tax and accounting software. o Work closely with the Family Office Principle, providing comprehensive accounting duties including bookkeeping, general ledger, reporting (Investment and accounting), tax coordination, and various other accounting and administrative projects Required Qualifications: • Bachelor’s Degree in Accounting, Finance or a related field, • Proven experience in family office or investment accounting preferred., • EA Certification preferred, • 3 to 5+ years of current or recent experience in a public accounting, investment or banking environment, • Experience leading teams and mentoring associates, • Understanding some knowledge of GAAP, GAAS and FASB or IFRS regulations, • Experience with multi-manager funds is a plus, • Ideal candidate is analytical, detail-oriented and can work independently, • Ability to prioritize and handle multiple tasks in a dynamic work environment, • Ability to work independently and collaboratively, • Knowledge of accounting systems and trade-order management systems would be preferable, • Ability to work on conceptual and analytically., • Strong proficiency using Microsoft products such as Excel, Word, and Power Point, • Excellent communication, integrity, confidentiality, and trustworthiness Responsibilities · Paid Time Off · Paid Holidays · Retirement Plan · Health, Dental and Vision Insurance *Our client does not sponsor visa status. Company DescriptionOn Target Staffing Corporate Recruiting is a division of On Target Staffing, LLC. With 50 offices across the United States we are able to provide services to companies and individuals both local and national. We know that one size does not fit all. That’s why we take an individualized approach— offering customized recruiting solutions tailored to your unique needs. Our approach is to clearly understand your business goals, identify the best position for you, and enhance your opportunities. We look forward to working with you!On Target Staffing Corporate Recruiting is a division of On Target Staffing, LLC. With 50 offices across the United States we are able to provide services to companies and individuals both local and national. We know that one size does not fit all. That’s why we take an individualized approach— offering customized recruiting solutions tailored to your unique needs. Our approach is to clearly understand your business goals, identify the best position for you, and enhance your opportunities. We look forward to working with you!

Job Description About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! Responsibilities: * Own the end to end product development lifecycle of identifying, designing, and shipping large initiatives for clients and advisors. * Produce high-quality, production-ready, readable, maintainable code * Work cross functionally with product leadership, design, and business partners to deliver the best product. * Please note, we expect folks to work in office Tuesday-Thursday with the option to work from home on Mondays and Fridays. Must have: * 3+ years building web applications with experience shipping features in production environments * Full-stack development skills including web frameworks (Rails preferred), frontend frameworks and libraries (NextJS and React preferred), and SQL databases * Strong collaboration and communication working effectively in cross-functional teams with clear technical communication skills * Understanding of web application fundamentals including authentication/authorization, caching, background processing, and API design principles (GraphQL preferred) Nice to have: * Fintech domain knowledge including financial services, wealth management, regulatory compliance, or financial data integrations * Modern development ecosystem experience with macOS toolchains, CI/CD pipelines, IaaS providers, and observability platforms (Datadog) Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Access to best in class medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * NYC office in the heart of Manhattan * Lunch, dinner, and snacks provided in the office * Parental leave coverage (8 weeks) and support (Tilt) * Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care * Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) Compensation Range: $165K - $201K

Job Description Fairstead is a purpose-driven real estate firm dedicated to building sustainable communities across the country. Headquartered in New York, with offices in Colorado, Florida, and Washington DC, Fairstead owns a portfolio of more than 25,000 apartments across 28 states that includes 17,000 units under management. Fairstead's commitment to communities is realized through a comprehensive platform that leverages in-house expertise in acquisitions, development, design and construction, asset management, and property management. Fairstead's primary mission is to provide high quality housing to all regardless of income, and to make our stakeholders feel "Right at Home." We accomplish this through an empathetic and innovative approach, and by utilizing our interdisciplinary platform as an investor, developer, owner, and operator. Fairstead's Core Values: Innovation, Determination, Integrity, Humility, Empathy and Partnerships We are seeking a highly experienced and detail-oriented Family Office Accountant to join a private family office, with a focus on maintaining accurate financial records, reviewing daily credit card and bank activity, and supporting the overall financial activity of the family. The ideal candidate will have a minimum of 10 years of relevant experience, ideally within a family office. This role requires a disciplined, hands-on professional who can proactively monitor daily transactions across multiple accounts and produce tailored financial reports. Discretion, precision, and the ability to handle complex, confidential financial matters are essential. Proficiency in QuickBooks, Excel, and strong communication skills are a must, as is the ability to collaborate effectively with external advisors and internal stakeholders. Responsibilities: • Maintain accurate family expense activity, including flagging any discrepancies., • Process and reconcile accounts payable/receivable, bank accounts, and credit card statements, • Prepare weekly, monthly, quarterly, and annual financial reports for internal stakeholders and external advisors, • Track capital contributions, distributions, and intercompany transactions, • Liaise with external CPAs for tax payments and refunds, compliance, and annual filings, • Maintain proper documentation and filing for all transactions and agreements, • Ensure compliance with internal controls and evolving regulatory requirements, • Minimum 10 years of bookkeeping/accounting experience, preferably in a family office or private wealth environment, • Experience with brokerage accounts is a plus, • Experience working with UHNW individual, • Proficiency in NetSuite, QuickBooks (Online and Desktop), Excel, and document management systems, • Experience managing complex ownership structures, including multi-tiered LLCs and trusts, • High attention to detail, strong analytical skills, and ability to work independently, • Excellent organizational and communication skills, • Bachelor's degree in Accounting, Finance, or related field preferred; relevant certifications (e.g., CPA, CB, or CMA) a plus, • Please note this role is on site, in our NYC HQ, 4 - 5 days per week Exact compensation may vary based on skills, experience, and location. Salary Range$75,000—$100,000 USD Diversity in backgrounds and experiences is key to Fairstead's success. Being an equal opportunity employer is a central tenet of our philosophy that shapes who we are and the communities we serve. Our goal is to ensure competitive total compensation that is commensurate with experience, location, and other market benchmarks. For information about how we use your personal information, including information submitted for career opportunities, please review our Privacy Policy at

Job DescriptionFinancial Representative National Financial Network – NYC, Long Island, New Jersey, Connecticut, Pennsylvania, and Boston Overview Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? National Financial Network [a member of The Guardian Network®] is looking for individuals like you to join our team as a Financial Representative. As a Financial Representative you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. You are… · A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding. · Desire to help others achieve their goals and dreams through cultivating long-term relationships. · Ambitious, entrepreneurial, and looking for career growth and development. What you’ll be doing… · Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products and services. · Develop and maintain a base of clients who value your input and guidance. · Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will lasts for years. What we provide… · Development and training—locally, virtually and nationally—to support you as you build your practice with us. · Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients. · Mentorship and joint-work opportunities. · A competitive benefits package including: Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more. · Leadership and career development opportunities including tuition reimbursement and continuing education opportunities. Please visit the following to learn more about us… Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries.

Job Description About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role: This is a unique opportunity to join Savvy during a pivotal growth stage and directly shape the backbone of our employee experience. As our Senior People Operations Generalist, you’ll lead our transition off a PEO into in-house payroll and benefits, build the foundational programs that set every employee up for success, and ensure our people processes are as seamless and modern as the platform we deliver to advisors. Your work will touch every corner of the company - from making sure payroll runs flawlessly, to designing recognition programs that celebrate our culture, to ensuring onboarding leaves every new hire saying, “Wow, Savvy is different.” In short, you’ll be central to building an employee experience that mirrors the excellence we promise to clients. Responsibilities: * Lead our PEO transition: Fully migrate payroll, benefits administration, and compliance from the PEO into our HRIS, ensuring a seamless cutover with zero pay errors and minimal employee disruption. * Run payroll and benefits flawlessly: Own day-to-day administration, audits, and employee support across payroll, benefits, and compliance. * Elevate onboarding: Manage and improve our onboarding program to ensure 100% of new hires are set up for success in their first 30 days. * Keep us compliant & clear: Build and maintain people policies that are compliant, accessible, and easy to understand. * Drive engagement: Support recognition and employee experience programs that make Savvy a place people are proud to work. * Strengthen our infrastructure: Maintain accurate systems, reporting, and processes that scale with us as we grow. Must have: * You have 6+ years of experience in People Operations, HR Generalist, or similar roles in fast-paced, high-growth environments. * You’re hands-on with payroll and benefits administration, ideally in Rippling or similar HRIS. * You know how to write clean, compliant policies and communicate them clearly to employees. * You’re process-oriented, detail-obsessed, and thrive on creating scalable systems. * You’re service-minded, approachable, and responsive — employees trust you to have answers. * You’re adaptable and love solving challenges in an environment where priorities shift quickly. Nice to have: * Experience leading a PEO to in-house payroll/benefits transition. * Exposure to designing onboarding and recognition programs in a scaling company. * Familiarity with multi-state payroll and compliance requirements. * Experience with HR analytics or reporting to support decision-making. Why You’ll Love This Role: * You’ll own a high-impact transition: Leading the PEO-to-HRIS cutover is a career-defining chance to build systems from the ground up. * You’ll shape the employee experience: From onboarding to recognition, your work directly influences how every employee feels at Savvy. * You’ll be connected to everything: This role touches every function, making you one of the most plugged-in people at the company. * You’ll help build the foundation: Policies, programs, and processes are still being defined — your fingerprints will be all over how Savvy operates at scale. Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Best-in-class medical, dental, and vision plans * 401(k), commuter, and HSA/FSA plans * NYC office in the heart of Manhattan (lunch, dinner, and snacks provided) * Access to Spring Health, XP Health, and Rightway concierge for personalized care * Guardian WorkLifeMatters EAP for stress management, legal, financial, and dependent care support * Help us decide what else to add to this list! Compensation Range: $145K - $175K

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. Futures Operations Manager Office Location: Jersey City, NJ or Dallas, TX About the Team & Role: The Futures Clearing Operations Manager is responsible for overseeing all clearing and settlement activities for US futures transactions, ensuring compliance with regulatory requirements, mitigating risk, and optimizing operational efficiency. This role requires knowledge of futures clearing processes, margining, risk, reconciliation, and exchange regulations, particularly within U.S. markets. This role must be based at the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. What You’ll Do: • Clearing & Settlement: Manage the daily clearing and settlement of futures trades, ensuring accurate and timely processing through the firm’s clearing relationships and exchange systems i.e. CME group and its affiliated exchanges., • Margin & Collateral Management: Monitor margin requirements, process margin calls, and manage collateral movements as well as daily net settlements in accordance with exchange and regulatory guidelines. Maintain segregated balance requirements for affiliates and manage treasury related operations., • Reconciliation/Balancing: Oversee trade, position, and cash reconciliations with exchanges and internal systems to identify and resolve discrepancies. Manage daily balancing of futures activity and positions., • Regulatory Compliance: Ensure all clearing operations adhere to regulations set by the CFTC, NFA, and relevant exchanges (e.g., CME). Prepare regulatory reports and audits as required. Assist compliance with regulatory inquiries and requests related to relevant clearing systems/portals as well as operations procedures, functions, and processes., • Risk Management: Identify operational risks and implement controls to mitigate potential issues related to risk management, clearing, margining, and settlement., • Process Improvement: Develop comprehensive operating procedures and continuously evaluate and enhance clearing workflows to improve efficiency, accuracy, and automation., • Technology & Systems: Work with IT and vendors to onboard, maintain and improve back-office and risk management systems., • Client & Counterparty Management: Serve as the primary liaison with exchanges, management, vendors, and clients to resolve operational issues., • Team Leadership: Lead, manage, and train clearing operations staff, providing training and guidance on best practices as well as processes/functions., • Policies & Procedures: Responsible for creating and updating comprehensive policies and procedures for all aspects of futures trading, clearing and settlement. Requirements What You Bring: • Education: Bachelor’s degree in finance, Business, Economics, or a related field., • Experience: 8+ years of experience in futures clearing, trade settlement, or back-office operations at an FCM, exchange, or clearing firm., • Knowledge:, • Strong understanding of U.S. futures markets and clearing processes., • Familiarity with exchange margining methodologies and risk management principles., • Proficiency with clearinghouse systems (e.g., CME Clearing) and futures back-office platforms., • Skills:, • Excellent analytical and problem-solving abilities., • Effective communication and leadership/management skills., • Proficiency in Microsoft Excel, clearing systems, and risk management tools.Preferred Qualifications:, • Experience with regulatory reporting requirements for FCMs., • Knowledge of automated clearing and reconciliation solutions. What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $125,000 - $155,000. 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 Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established a strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role: We’re seeking a creative, strategic, and execution-oriented Content Marketing Lead to own and scale our content program within our Advisor Marketing function. This role sits at the intersection of storytelling, brand building, and demand generation. You’ll be responsible for shaping our content strategy, managing our editorial calendar, and producing compelling content that resonates with financial advisors, end clients, and industry stakeholders. The ideal candidate is both a sharp writer and an insightful thinker; someone who’s excited to uncover emerging trends, elevate executive perspectives, and create content that challenges convention in a thoughtful way. This is a highly collaborative role that reports into the Head of Business Development and Strategy and works closely with marketing, sales, product, and company leadership. Responsibilities: * Lead and execute a multi-channel content strategy spanning blogs, whitepapers, videos, newsletters, executive bylines, and social media * Develop high-impact thought leadership and lead magnets that drive brand authority and qualified leads * Partner closely with brand and demand gen teams to ensure content aligns with campaign goals and brand voice * Write, edit, and manage production of long- and short-form content tailored to advisors, prospects, and industry influencers * Collaborate with company executives to ghostwrite and elevate their voices across earned and owned channels * Maintain a content calendar that supports integrated marketing campaigns and product launches * Stay attuned to industry trends, competitive positioning, and regulatory shifts to inform and inspire content * Optimize content for SEO and conversion, with a focus on performance metrics and ROI * Source and manage freelance or agency resources as needed for scalable production * Support video content development in partnership with design and production teams Must have: * 4-10 years of experience in content marketing, editorial, or communications roles * Exceptional writing, editing, and storytelling skills, with a portfolio that demonstrates clarity, creativity, and business impact * Experience writing for or on behalf of executives, particularly in financial services or B2B industries * Proven track record managing content strategy and execution across multiple channels * Strong research and synthesis skills—the ability to dig into an industry and surface insights that fuel standout content * Ability to collaborate cross-functionally and manage projects from concept through publication * Comfortable operating in a fast-paced, high-growth startup environment Nice to have: * Experience at a high-growth startup or tech-enabled services company * Background in or familiarity with the wealth management, fintech, or RIA industry * Knowledge of SEO best practices and content performance measurement * Experience developing video content, either as a producer or in collaboration with video teams Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Access to best in class medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * NYC office in the heart of Manhattan * Lunch and snacks provided in the office * Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care * Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) Compensation Range: $140K - $170K

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About the Team & Role: We're seeking a strategic Content & Script Writer who can create compelling, compliance-approved scripts and content for financial influencers that drive measurable KPIs. This role combines financial knowledge, creative storytelling, and data-driven content optimization to increase account openings, trading volume, and assets under management through influencer channels. Requirements This role must be based at the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. What You’ll Do: • Deeply analyze financial influencer's original content and tailor making high-converting scripts for them across platforms (YouTube, Twitter, Reddit) that drives specific KPIs (account openings, deposits, trading activity), • Work with compliance team to create pre-approved content templates and frameworks for different content types (educational, promotional, market updates), • Develop clear calls-to-action that comply with regulations, • Create rapid-response content frameworks for market events, • Develop "market alert" templates for quick deployment., • Adapt content strategy to market conditions. Write scripts for different market scenarios, • Create educational series (how to use our product, how to invest etc.) that convert viewers into customers, • Write market analysis scripts for influencers, • Optimize scripts based on performance data, • Structure content for maximum user conversion, engagement and retention What You Bring: • 3+ years of content writing experience in financial services, • Deep understanding of trading products and services, • Deep understanding of US stock market dynamics, • Proven track record of writing high-converting content, • Experienced and passionate about social media content creation What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $65,000 - $85,000. 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 Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role: The Marketing Campaign Specialist role will be responsible for executing multi-channel marketing campaigns for Savvy's financial advisors, as a critical part of Savvy’s internal marketing agency. This role involves planning and managing yearly marketing strategies, developing and implementing customized marketing campaigns for up to twenty advisors, and measuring the success of these campaigns. The ideal candidate is detail-oriented, proactive, and has a strong understanding of various marketing channels. Responsibilities: * Transform advisor wishes into meaningful, multi-channel marketing campaigns aimed at winning new clients. * Plan and manage the marketing budget allocated to each advisor, ensuring effective and efficient use of resources. * Develop and implement customized marketing strategies for individual advisors, including but not limited to digital marketing, social media, email campaigns, and events. * Monitor and manage campaign timelines to ensure timely execution and delivery of marketing initiatives. * Measure and analyze the results of marketing campaigns, providing insights and recommendations for continuous improvement. * Collaborate with advisors to understand their needs and preferences, ensuring that marketing efforts are aligned with their goals. * Maintain detailed records of campaign performance and budget utilization. * Work closely with your internal marketing colleagues and the operations team to align on overall strategy and objectives. Must Have: * Bachelor’s degree in Marketing, Business, Communications, or a related field. * 3-5 years of experience in a marketing role, preferably within a financial services or start-up * Strong understanding of various marketing channels, including digital, social media, email, and events. * Proficiency in using marketing tools and platforms like HubSpot, project management tools, and social media management tools. * Excellent organizational skills and attention to detail. * Strong analytical skills with the ability to measure and report on campaign performance. * Exceptional communication and interpersonal skills. * Ability to manage multiple projects simultaneously and meet deadlines. Nice to Have: * Knowledge of the wealth management industry and financial advisory services. * Familiarity with CRM systems and project management tools. Qualities: * Empathy: Ability to understand and relate to the needs and goals of financial advisors, ensuring their marketing campaigns reflect their wishes. * Resilience: Demonstrates persistence and a positive attitude when facing challenges or setbacks, maintaining focus on delivering successful campaigns. * Proactivity: Takes initiative to develop and implement marketing strategies without needing constant supervision, always looking for ways to enhance campaign effectiveness. * Adaptability: Comfortable navigating and adjusting to changing circumstances, priorities, and technologies in a fast-paced environment. * Attention to Detail: Meticulous in planning and managing budgets, campaign timelines, and performance metrics to ensure accuracy and success. * Effective Communication: Strong verbal and written communication skills, capable of clearly conveying information and collaborating with advisors and team members. * Customer-Centric Mindset: Prioritizes the needs and goals of advisors, working diligently to provide high-quality, customized marketing solutions. * Collaborative Spirit: Works well within a team, sharing insights and collaborating with marketing, sales, and operations to ensure the best outcomes for advisors. * Results-Oriented: Focused on achieving measurable outcomes and meeting performance targets, driven by a desire to contribute to the company’s growth. Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Access to best-in-class medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * We are in office 3 days a week, Tuesday-Thursday, in our NYC office in the heart of Manhattan * Lunch and snacks provided in the office * Access to virtual mental health care (Spring Health), vision-related benefits (XP Health), and health concierge (Rightway) to help you find the right care * Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) Compensation Range: $80K - $100K

Job Description About the Role: This is a rare opportunity to sit at the strategic center of ultra-high-net-worth families—advising across investment, estate, and generational planning with the trust and autonomy typically reserved for insiders. You’ll lead with rigor and insight, build enduring relationships, and help shape legacies that will outlast market cycles and leadership teams. This is a role for the seasoned advisor who thrives at the intersection of strategy, complexity, and human capital. We’re looking for someone with the depth to manage dynamic portfolios and the emotional intelligence to navigate family dynamics. It’s demanding and deeply rewarding. What You’ll Lead Investment Strategy & Oversight • Build and execute tailored investment strategies across public, private, real estate, and alternative markets., • Lead diligence efforts for new opportunities with institutional-quality rigor., • Partner with attorneys and tax advisors to design integrated estate and philanthropic structures., • Guide clients through liquidity events, transitions, and succession planning., • Serve as the primary advisor to a small group of SFO families., • Drive regular family meetings, performance reviews, and strategic planning sessions., • Establish family governance frameworks to support unity, decision-making, and continuity., • Lead next-gen education initiatives—financial literacy, investment principles, family values that solve for legacy, not just returns. Experience & Expertise • 10+ years in SFO/UHNW wealth management, family office advisory, and/or institutional investment roles., • Proven ability to manage complex portfolios and navigate private markets., • CFP, CFA, CPA, JD/LLM, or MBA preferred., • Series 65 or 66 & 7 required., • Exceptional communication and relational skills—you build trust quickly and naturally., • High emotional intelligence—you read the room, navigate family dynamics, and lead with poise., • High Impact, Low Bureaucracy – You’ll work directly with decision-makers and help shape multi-generational legacies., • Elite Client Base – Visionary founders, seasoned investors, and global family enterprises., • Room to Run – Our platform is designed for entrepreneurial advisors who want autonomy, influence, and growth., • Performance-based bonuses as part of your overall compensation, • Health, dental, vision, pet, life, and disability insurance, • 401(k) retirement plan, • Leadership and skills training opportunities, • Support for a positive work/life balance, • Paid holidays and Paid Time Off (PTO), • PTO accrual increases with years of service