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Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: Varies #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

JOB DESCRIPTION We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you’ll be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch. You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers. You will also be responsible for creating an environment that influences the use of technology to meet the customers’ needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers. Job responsibilities • Acts as the standard bearer of Chase and creates a world-class customer experience, • Educates clients on how to use our digital platforms to bank and invest when, where, and how they want, • Builds partnerships with local businesses to build the brand in the local market area through strong community involvement, • Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture, • Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer, • Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes, • Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branchRequired qualifications, capabilities, and skills, • Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture, • Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results, • Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth, • Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies, • Ability to work branch hours including weekends and evenings, • High school degree, GED, or foreign equivalent Preferred qualifications, capabilities, and skills, • College degree or military equivalent, • 2+ years of management, Retail Banking experience or equivalent Chase leadership experience, • Strong desire and ability to influence, educate, and connect team, partners and customers to technology, • Ability to adapt quickly to a changing environment and be a strong decision makerTraining requirement or Travel requirement, • Successful completion of the Branch Manager training program is a pre-requisite to be considered active in Branch Manager role Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Job DescriptionThe Opportunity Monstro is hiring an Executive Assistant to work directly with the COO as a trusted extension of leadership. This is a high-visibility, foundational role that combines executive support, recruiting coordination, and hands-on operational execution across the company. You'll play a critical role in keeping Monstro's leadership aligned, prepared, and executing—driving clarity, prioritization, and follow-through across multiple workstreams. This isn't a traditional administrative role; it's for someone who thrives on organization, communication, and pace—anticipating needs, simplifying complexity, and ensuring the right things get done quickly and accurately. This position is ideal for a proactive, systems-minded operator who wants to grow within a fast-moving startup environment and eventually step into Chief of Staff or operational leadership. About Monstro Monstro, headquartered in New York City, is an AI-native fintech/banktech platform transforming how people and institutions manage money. Our mission is to democratize access to high-quality financial insight—giving every individual and institution the intelligence, tools, and automation to make better decisions across wealth, tax, legal, and investment. For financial institutions, Monstro serves as the intelligence layer—a unified platform that unlocks real-time insights, automation, and revenue opportunities across their entire client base. For consumers, we deliver personalized, always-on financial guidance and the ability to take action—all within a seamless, next-generation mobile experience. This B2B2C model drives deeper engagement, higher retention, and scalable growth for institutions, while empowering everyday users to make smarter, more confident financial decisions. Our team brings together leaders from fintech, wealth management, and AI-driven technology companies—combining decades of experience building and scaling platforms that have transformed industries. Responsibilities * Recruiting & People Operations Support • Partner closely with the COO and leadership team to coordinate candidate interviews, prepare schedules, and maintain recruiting pipelines. Ensure clarity and communication across all active searches, providing a seamless candidate experience. • Assist with onboarding logistics and people operations tasks as the team grows. Operational Rhythm & Documentation • Manage Monstro's weekly Tuesday-to-Tuesday operating cadence and company reporting rhythm. Keep Notion, internal trackers, and documentation current and well-organized. • Support prep for leadership meetings, company syncs, and team updates. Executive Support & Coordination • Manage calendars, meetings, travel, and daily priorities for the COO and other senior leaders. Prepare agendas, meeting notes, and actionable follow-ups to ensure alignment and progress. • Handle confidential information with professionalism, judgment, and discretion. Project Management & Follow-Through • Track cross-functional action items and ensure deliverables are completed on time. Follow up on key decisions to maintain accountability and momentum. • Support execution across special projects and company initiatives. Culture & Internal Communication • Help plan company events, offsites, and team activities. Foster strong communication loops and a transparent, connected company culture. Qualifications * 3–6 years of experience supporting executives or operations leaders in high-growth or dynamic environments. * Proven ability to manage multiple workstreams and tight deadlines with clarity and accuracy. * Strong written and verbal communication skills with professional polish. * Highly organized, structured, and comfortable creating systems from scratch. * Proficiency with Notion, Slack, GSuite, and modern workflow tools. • High discretion and ability to handle sensitive information with confidentiality. Passion for startups, curiosity for how things work, and a desire to grow into broader operational or leadership roles. Why Monstro? * High-Impact Role: Operate at the center of leadership, ensuring alignment and flawless execution. * Growth Opportunity: A launch pad for future Chief of Staff or Operations leadership roles. * Culture of Velocity: Work within a team defined by speed, clarity, and accountability. • Mission-Driven: Join a company reimagining how people access and act on financial intelligence. Compensation: $120K–$140K base + top-tier equity Apply Today If you're proactive, organized, and thrive in a fast-paced, high-ownership environment, we'd love to meet you. Join Monstro and help build the systems and structure that keep the company moving forward with clarity and momentum.

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. Job Type: Independent Contractor, Hourly pay ($30/hour) Location: Various Event Locations (As needed) Time Commitment: 4-6 hours per shift, depending on event duration (flexible, on an as-needed basis) Requirements About the Role: We are seeking an energetic and motivated Event Sales rep to join our team. In this role, you will be attending offline events as a representative of moomoo. Your primary responsibility will be to engage with event attendees, promote the moomoo platform, and convert them into new users. This is a part-time position with hourly pay and commission, ideal for someone who enjoys interacting with people in a dynamic environment. Responsibilities:. • Lead the on-site sales at moomoo events in the NY and NJ area, attracting new customers to the booth and converting them into users., • Approach and engage event attendees, presenting the benefits of moomoo with the aim of converting them into active users., • Have a strong understanding of the moomoo product and all its features., • Undergoing regular training to receive latest up to date product promotions and marketing campaigns/ incentives to effectively promote and drive user acquisitions., • Accurately track and report all on-site conversions, following the company's Standard Operating Procedures (SOP)., • Assist in setting up and tearing down event materials, including signage, equipment, and promotional materials, ensuring a professional and organized event space. Qualifications: • At least 1-2 years of direct sales experience, or experience involving offline face to face selling to the public., • Must be available for 4-6 hour shifts on an as-needed basis, depending on event schedules., • Results-oriented , self-motivated , with strong interpersonal skill, • Familiar with trading platforms and trading services. 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 Compensation: • Hourly wage $30/hour 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: We are actively seeking a Senior Strategic Growth Associate, Advisor Recruiting to join our dynamic Advisor Growth team. This role is pivotal to attracting the best financial advisors to Savvy Wealth and will report directly to our SGA Manager. Your primary responsibility will be to identify, source, and nurture financial advisors and wealth managers with transferrable books of business (minimum $25M AUM) to the firm. This will be done through prospecting, lead qualification, and effective reporting. Primary prospecting efforts will be conducted via digital channels (e.g. advisor databases, email campaigns, and social media) as well as phone-based (cold-calling). You will work closely with the Advisor Growth team to understand the ideal target profile for advisors, outreach to prospective advisors across various channels, and build a pipeline of exceptional candidates who align with our company's values and vision. This position is a remote position only, and can be based anywhere in the United States. The target total cash compensation for this role is between $80,000 and $120,000 (includes both base salary and variable bonus components); this is not inclusive of any equity compensation. Responsibilities: * Conduct proactive outbound prospecting to identify and engage potential financial advisors * Research and analyze target companies and industries to understand their needs and challenges * Initiate contact with financial advisors through cold calls, emails, and social media outreach * Qualify leads by conducting effective discovery conversations to uncover their pain points and requirements * Maintain accurate and up-to-date records of lead interactions and account information in our CRM system * Stay up-to-date on industry trends, best practices, and competitive talent landscapes * Assist in the development and implementation of recruiting strategies and initiatives Must Have: * 3+ years of full-cycle recruiting experience (ideally in the Financial Sector or recruiting revenue-producing candidates) * Bachelor’s degree in Business, HR, or a related field; Master’s degree is a plus * Highly motivated and resilient by achieving hiring targets consistently * Ability to quickly build rapport, primarily via phone-based communication * Proficiency in using CRM software and sales tools (e.g., Salesforce, LinkedIn Recruiter, GSuite, and more). * Comfortable working in an early-stage startup environment Nice to Have: * Direct experience with navigating the complexities of hiring/recruiting financial advisors and/or wealth managers * Experience as a recruiter at a RIA, broker-dealer, wirehouse and/or custodian Qualities: * Proactive: You don't wait for instructions; you act * Adaptable: Comfortable in a fast-paced, ever-changing startup environment * “Hunter” Mentality: You find creative ways to achieve your goal * Coachable: Able to receive feedback, learn from it, and adapt their behavior or skills accordingly * Cultural Builder: Passionate about shaping and maintaining the company culture 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 * 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 - $120K

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 Construction Project Management vacancies for experienced Project Managers or Superintendents. These openings all support public agency clients/projects, and are based in field offices in New York City. 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., • At least five years of relevant experience, with significant exposure to managing all phases of construction work., • Valid New York or New Jersey State driver's license., • Construction management experience with public agencies in NYC is strongly preferred.

Job Description BBR Partners is a premiere, boutique wealth management firm providing investment and wealth management services to high-net-worth individuals and families. The firm, originally founded in early 2000, now manages over $35 billion in assets. The VP of Portfolio and Wealth Advisory is a senior member of the Advisory team responsible for day-to-day client portfolio management and monitoring including asset allocation, performance, and trading activity. This person must be collaborative, team-oriented, energetic, and willing to provide the highest level of client service maintaining the utmost in ethical standards. The right candidate is passionate and motivated, embodies a strong work ethic, an entrepreneurial mind-set, and enjoys working in a collaborative environment. We prize independent lateral thinkers with diverse points of view. We are as driven to serve and make an impact in our communities as we are to delivering superior results. Our greatest asset is our people and the notable culture that we've built and want to expand. Join us on our journey! Your Responsibilities: • Oversee day-to-day client portfolio management and monitoring including asset allocation, performance, and trading activity, • Liaise with your clients' team of external advisors (e.g., attorneys, tax accountants, etc.) to deliver integrated advisory services, • Provide pro-active client coverage that may include discussions on market trends, changes in tax law, trust & estate matters, and other issues as they relate to a client's overall wealth management plan, • Manage the client meeting process including initiating and coordinating agendas and materials with senior team members and developing junior staff's work product, • Participate in client meetings with a focus on creating meaningful change, • Act as a resource to other members of the firm by contributing to internal meetings regarding the firm's strategies and offering your thoughts and suggestions, • Assist new clients in defining investment goals as they transition into our firm, • Nurture relationships with various service providers that may offer benefits to our client base, • Minimum of 5 years of relevant work experience, • Experience working with high-net-worth individuals and families with a strong emphasis on client service, • Familiarity with various aspects of portfolio management, tax efficiency and trust and estate planning, and alternative investments, • Ability to work in a team-based environment and to become an integral part of existing client relationship teams You will need to take the Series 65 exam unless you meet one of the other qualifications below: • You have already passed the Series 65 and your exam has not expired, • You have already passed both the Series 7 & 66 and your exams have not expired, • Competitive base salary and incentive compensation., • Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care., • Personalized development and career growth opportunities., • Volunteerism opportunities and matching gift program., • Flexible time off, paid parental leave, and Sabbatical with company tenure., • Hybrid remote work environment, "Work from Anywhere" weeks, and 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 $130,000 and $170,000 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. We value and seek diversity of thought and equity of representation. The environment at BBR is inclusive of all, collaborative and endlessly curious. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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 currently has an opportunity for an experienced Senior Project Manager to support current and future work with a public agency client as a Program Manager. 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.

Job DescriptionInvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency. We are seeking a dynamic and strategic Senior Project Manager to lead the successful execution of critical implementations, drive operational excellence, and expand our footprint within the financial services sector. This individual will play a key role in delivering technology-driven solutions that empower our clients, ensuring seamless project execution and alignment with their evolving needs. As a key member of the InvestorFlow Services team, you will be responsible for scoping, planning, and managing the implementation of InvestorFlow products, as well as leading internal strategic initiatives. Your ability to drive cross-functional collaboration, provide strategic direction, and maintain a client-centric approach will be essential in achieving success. Key Responsibilities • Strategic Project Execution: Define and lead high-impact projects for enterprise clients, ensuring alignment with their business objectives and InvestorFlow’s strategic goals., • Stakeholder Engagement: Build and manage relationships with executives, internal teams, and external partners to drive alignment, foster collaboration, and ensure seamless execution., • Project Planning & Governance: Develop and oversee governance models, project roadmaps, resource allocation, and financial oversight to drive execution efficiency., • Risk & Issue Management: Proactively identify risks, develop mitigation strategies, and drive issue resolution to keep projects on track., • Executive Reporting & Communication: Deliver high-level project updates, dashboards, and presentations to senior leadership and key stakeholders, ensuring transparency and data-driven decision-making., • Cross-Functional Leadership: Lead and coordinate activities across multiple business functions, ensuring seamless integration across technology, operations, and client teams., • Operational Excellence:Establish best practices, enhance project delivery methodologies, and ensure adherence to Agile principles where applicable., • Client-Centric Solutioning: Act as a trusted advisor, working closely with clients to understand their needs and provide strategic, technology-driven solutions. What You Bring, • 5+ years of project management experience, with a strong track record of leading complex, enterprise-level initiatives., • Proven executive presence with exceptional communication skills, able to influence and drive outcomes at all levels, including C-suite executives., • Financial services expertise, ideally with experience in alternative asset management, wealth management, or institutional investing., • Salesforce knowledge preferred., • Experience in DX, portals, and portal links highly desirable., • PMP Certification preferred., • Agile & Strategic Execution: Deep experience with Agile methodologies and the ability to pivot strategies as needed., • Strong analytical and problem-solving skills, with a solution-oriented mindset., • Ability to manage competing priorities in a fast-paced, matrixed environment., • Experience leading cross-functional teams, fostering collaboration, and driving impactful results.

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 Description Network Project Manager Salary: $87,647.11 - $98,603.00 Hybrid MUST LIVE IN NJ/NY/CT Join VillageCare as a Full-Time Network Project Manager and elevate your career within the vibrant health care sector of New York, NY. This exciting opportunity allows you to contribute to meaningful projects while enjoying the flexibility of remote work. Imagine designing and managing network solutions that enhance patient care, all from the comfort of your home. With a competitive salary ranging from $87,647.11 to $98,603.00, you will be rewarded for your expertise and dedication in a dynamic, high-performance environment. At VillageCare, we prioritize customer-centricity and excellence, empowering you to problem-solve and innovate daily. As a team member you'll be able to enjoy benefits such as A generous PTO package, 10 Paid Holidays, Personal and Sick time, Medical/Dental/Vision, HRA/FSA, Education Reimbursement, Retirement Savings 403(b) with a 5% yearly employer contribution, Life and Disability, Commuter Benefits, Paid Family Leave, and Additional Employee Discounts. Seize this chance to be part of a forward-thinking organization that values integrity and fosters a professional culture, making a real difference in the lives of the communities we serve. VillageCare: What drives us VillageCare is a community-based, not-for-profit organization serving people with chronic care needs, as well as seniors and individuals in need of continuing care and managed care services. Our mission is to promote healing, better health and well-being to the fullest extent possible. Our care is offered through a comprehensive array of community and residential programs, as well as managed care. VillageCare has delivered quality health care services to individuals residing within New York City for over 45 years. Your role as a Network Project Manager As a Full-Time Network Project Manager at VillageCare, you will play a crucial role in the health care sector by assisting with the tracking and monitoring of project statuses while making recommendations to address potential risks. Reporting directly to the Director of Provider Initiatives and Experience, you will manage projects that involve competing priorities, ensuring all network management audit activities and deliverables comply with HCBS, DOH, and CMS regulations. Your responsibilities include developing meeting agendas, facilitating discussions, and capturing pertinent action items to foster transparency and trust across various departments. By actively leading meetings and managing the scheduling of calls, you will ensure that the Network Management Team progresses action items toward successful completion. Additionally, your contributions will include the development of reporting documents and providing essential administrative support to the Network Team, making this position pivotal in enhancing operational efficiency and collaboration. Does this sound like you? To excel as a Full-Time Network Project Manager at VillageCare, candidates must possess a wealth of skills and experience tailored to the health care landscape. A minimum of three years managing projects is essential, ideally within a health plan or healthcare setting. Applicants should demonstrate a proven ability to manage multiple competing priorities, supported by strong analytic skills for interpreting data trends to inform project strategy. Effective communication with diverse stakeholders is crucial; you must convey information clearly and professionally. Detail orientation, organization, and self-motivation are paramount to ensuring project success. A Bachelor's Degree is required, with a preference for candidates who have a background in project management within the healthcare industry. Additionally, PMP or other relevant project management certifications will enhance your candidacy, aligning you with the rigorous demands of this role and enabling you to cultivate meaningful solutions in a dynamic environment. Knowledge and skills required for the position are: • 3+ years' experience managing projects required, • Experience working at a health plan or other health care setting preferred, • Demonstrated experience in managing projects and multiple competing priorities, • Experience developing project plans and strategies for tracking and monitoring projects, • Strong analytic skills and ability to understand data trends to make recommendations for project design, • Ability to communicate clearly and professionally with diverse stakeholders, • Detail oriented, highly organized and self-motivated, • Bachelor's Degree is required, • Project managing in the Healthcare industry is preferred Job Posted by ApplicantPro

Job DescriptionOriginally founded in 1991 as Harlem RBI, DREAM has grown to annually serve more than 2,500 youth across East Harlem and the South Bronx through a network of seven PreK-12, extended-day, extended-year DREAM Charter Schools and community sports-based youth development programs. Through our commitment to rigorous academics, social-emotional learning, deep family and community engagement, and health and wellness, we create lifelong learners who are equipped to fulfill their vision of success in and out of the classroom. We dream big, as well, with an aggressive five-year plan to expand to serve 3,500 students across seven schools—growing our organization’s impact and leveling the playing field for all children. To learn more, visit wearedream.org. The Prospect Researcher plays a critical role in expanding DREAM’s donor base through proactive prospect sourcing, research, and cultivation. Reporting to the Senior Director of Advancement Operations, the Prospect Researcher will continue to build a strong donor acquisition program that will source and qualify donors through research, strategic cultivation and fundraising events and partner with fundraising leads to build robust major gifts portfolios across the team. This role is a great opportunity for someone looking to evolve and grow a prospect research function as part of building a best-in-class major gifts program. The ideal candidate will demonstrate an expansive and strategic approach to prospect research, with a strong emphasis on accuracy, thoroughness, and meticulous record-keeping. Responsibilities • Prospect Research and Identification, • Proactively identify potential prospects from a variety of sources, including databases, networks, and external events;, • Prepare and present detailed research reports on donor biographies, philanthropic interests, and giving capacity;, • Synthesize research into various documents to support the fundraising process, including in-depth prospect and donor profiles, biographies, lists, and meeting briefings;, • Execute relationship mapping for DREAM volunteer leaders and top donors;, • Utilize research and wealth screening tools, along with experience using database applications for prospect identification and management;, • Monitor news, trends, and wealth events to maintain up-to-date intelligence on high-net-worth individuals and potential donors., • Donor Pipeline Building and Management, • Manage regular prospect reviews with frontline fundraisers to refresh portfolios and build their prospect pools;, • Collaborate with team leaders in portfolio reviews, prioritization, and qualification of new prospects;, • Provide strategic recommendations for donor engagement based on research findings, ensuring alignment with DREAM's new donor acquisition strategy., • Systems and Operations, • Build systems, tools, and workflows to grow and evolve DREAM’s prospect research function;, • Track and report KPIs measuring prospecting activity and results;, • Maintain and analyze data on prospective and existing donors;, • Assist in maintaining the accuracy and integrity of records in the donor database.Qualifications, • Bachelor’s degree, preferred;, • Three plus years of dedicated prospect research experience in a non-profit setting;, • Excellent project management skills, including the ability to prioritize and organize work streams with high attention to detail and meet deadlines;, • Ability to quickly evaluate and synthesize large volumes of information into concise and actionable insights;, • Strong knowledge of research and wealth screening tools, along with experience using database applications for prospect identification and management;, • Analytical mindset and ability to use data to support efficiencies and strategies;, • Curiosity and ability to connect dots between donors and prospects;, • Strong entrepreneurial skills, a take-initiative attitude, and the ability to thrive in a fast-paced environment;, • Ability to create positive working relationships with a variety of internal and external stakeholders;, • A strong belief in the mission and values of DREAM, including the belief that all students can succeed, and a deep desire to make a difference in the lives of our students, families, and community.Working Expectations, • The Prospect Researcher is part of the Advancement team, which currently works 3 days in the office and up to 2 days remote, per week (subject to change, and with some weeks requiring more time in-person, for example for donor events);, • Some evening and/or weekend work, for example to attend donor events, is required.Benefits and Paid Time Off, • We offer comprehensive benefits including:, • Flexible Medical Health Plans, subsidizing the majority of costs for the employee, their spouse/domestic partner and children;, • The ability to select between a variety of medical plans according to what best suits the employee’s needs;, • Dental and vision plans;, • Disability benefits;, • Life insurance;, • Up to 12 weeks fully paid of Parental Leave;, • Flexible spending account options;, • Pre-tax commuter benefits (parking and transit);, • Fitness and entertainment discounts;, • A variety of support through our employee assistance program (EAP);, • A 403(b) retirement plan with employer matching up to 4% after one year of employment;, • Access to a professional development fund;, • Referral bonuses;, • All full-time Network Support Team employees are eligible for approximately 48 days off throughout the year including holidays, sick days, personal days and summer Fridays;, • Benefits are subject to change.Compensation If you are a current DREAM employee, please click here to review our Internal Selection Process before applying. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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 Our client, a leader who's pivotal in shaping the future of wealth management through Fintech, is seeking a Senior Wealth Advisor with a transferable book of business for their growing team. In this dynamic role, you'll actively manage high-net-worth client relationships and portfolios while also nurturing new client leads. Collaborating with Product Development and M&A teams, you'll influence the direction of the advisor technology platform, recruit top talent, and facilitate staff training. Senior Wealth Advisor Responsibilities: • Develop and manage relationships with high-net-worth clients while cultivating new business opportunities., • Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more., • Design and implement tailored long-term investment strategies, adjusting portfolios as needed., • Collaborate with third-party service providers to deliver expert guidance in tax, trust, estate, and insurance services., • Influence product development by sharing insights on advisor and client needs., • 10+ years of experience in investment advisory with a proven book of business., • Certified as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)., • Excitement about the fintech industry and the opportunity to shape its future., • Competitive compensation package, including revenue participation and equity., • Comprehensive medical, dental, and vision plans., • Unlimited PTO and paid company holidays., • Solo 401(k) retirement plan., • Stunning NYC office with top-notch amenities., • Daily meals and snacks are provided.

About the Company Our client is a growing Alternative Investment/Financial Firm based in Midtown NYC seeking to add a VP Economic Research to their growing NYC Team. Reporting to the Global Head of Economic Research and working closely with various other teams, this role will provide strategic and financial expertise to the businesses Responsibilities • Develop and implement research to understand new markets and opportunities which, • Design and implement a high-impact engagement strategy for sovereign wealth funds, public pension funds, and other asset owners and institutional investors., • Oversee analytical agenda, in partnership with other teams, analytics groups in other lines of business, • Lead and analyze the production of the U.S. forecast including managing and maintaining the US Macroeconomic Model., • complement our existing business and create opportunities for growth, • Conduct analysis of macroeconomic data, political developments and geopolitical news in key geographic areas, • Keep abreast of theoretical and empirical developments,, • Deliver custom solutions across a growing portfolio of strategic sites in key markets across the United States and beyond, • Interpret their meaning for financial data points and presents findings to the Executive Team, • Responding to Stakeholders internal queries about our economic outlook and forecasts would also be expected, • Deliver bespoke research projects that influence executive decision-making across brand, product, institutional solutions, and affiliated distribution topics, • Provide strategic insights and recommendations based on market research findings., • Identify areas of a case for development and strategizes and oversees complex analyses, • Analyze large datasets to identify trends, risks, and opportunities in target markets., • Manage strategic projects to identify new business opportunities and support growth initiatives., • Collaborate with internal stakeholders to develop and implement market solutions., • Manage, update, maintain a set of recurring analytics packages, • Support ad-hoc analysis to support team or business initiatives, • Perform related duties as assigned. Qualifications • 10+ years of experience in Economic Services/ Consulting /Strategic Operations or a related field., • Strong and well-developed analytic, problem-solving and quantitative skill, with exceptional attention to detail., • Demonstrated people leadership / management., • Develop and implement operational strategies to support the business's growth and profitability objectives., • Exceptional project management and organizational skills., • Experience in performing complex problem solving and business trade off decision analysis., • Results-orientation with an ability to take initiative, execute and complete deliverables in a timely manner.

ABOUT US Total Management Group is widely recognised as a world-leading provider of event and travel solutions. With a wealth of experience behind us, synergistic supporting services and our company values, Total Management Group offers a service that is uncompromised in delivering seamless, thought out, top-quality event and travel solutions to global corporate clients, leading brands, and industry names. At Total Management Group you have the opportunity to join a creative and dynamic team, providing unique and personalised experiences, elevating the ordinary and striving for excellence. ROLE OVERVIEW TM G are seeking a highly motivated, organized people-focused member to join our team. We’re recruiting a People Operations Manager who will provide critical operational support to the People & Culture Director and Leadership team enabling them to focus on strategic priorities, drive business outcomes, and maintain high-quality service for our employees and leaders. This role combines day-to-day office and HR delivery and support ensuring that HR programs and practices align with our Company values and foster a strong and inclusive culture. You’ll also support special projects and events, playing a key role in keeping our fast-paced team organized, connected, and running efficiently. This role requires a self-starting professional who thrives in a fast-paced environment and isn’t afraid to roll up their sleeves. You’ll drive everyday people operations, keep our office running smoothly and supporting recruiting efforts, all while bringing a solution-oriented mindset to new challenges as they arise. The ideal candidate sees difficult projects as opportunities for growth and innovation and is comfortable in a dynamic environment with a proven ability to adapt to changing project scopes and shifting business priorities. This role offers the opportunity to directly shape how we support and scale the Company as we continue to grow. KEY RESPONSIBILITIES HR People Management Employee Lifecycle Administration: • Manage new hire onboarding and offboarding processes including paperwork, introductory documentation, system entry., • Ensure all employment records are accurate, up-to-date, and compliant with federal and state regulations., • Maintain accurate employee records on our HRIS system Cezanne, manage system administration ensuring data integrity and provide troubleshooting support and guidance to users. Benefits & Payroll Liaison: • Act as the primary point of contact for employees regarding health insurance, 401(k), and other benefits inquiries., • Coordinate with external brokers and payroll providers to facilitate annual open enrollment and ensure timely, accurate payroll input changes. Policy & Compliance: • Maintain, update and distribute the Employee Handbook and relevant Company Policies., • Ensure compliance with federal, state, and local employment laws and regulations, recommend best practices., • Monitor changes in labor laws, federal and New York State highlighting important changes that could impact the business. HR Support: • Serve as the HR contact for our employees and managers, providing guidance on policies, procedures, and people practices., • Support with employee relations, grievances, disciplinary and investigation hearings, providing resolution to workplace matters in alignment with legal and company standards., • Assist with the coordination of performance reviews, goal setting, engagement surveys and training sessions., • Manage leave administration including PTO, FMLA, short-term disability for employees in compliance with relevant laws., • Assist with HR operational projects such as system implementations, vendor transitions or policy rollout., • Support companywide communications, drafting, sending and managing any actions or follow ups. Recruitment & Initial Screening: • Oversee the end-to-end recruitment process ensuring timely and professional candidate communication throughout., • Manage job postings across all necessary internal and external platforms and the company career site., • Conduct initial candidate resume screening to determine minimum qualifications., • Organise, schedule and diarise all interviews as well as perform preliminary screening to assess cultural fit, basic competencies, availability and compensation expectations., • Maintain accurate candidate tracking, provide updates to hiring managers and key stakeholders throughout the process. Office & Administrative Management Facilities & Supplies: • Manage and maintain the NYC Office and assist with basic administrative vendor support for the London Office., • Serve as the primary liaison for office vendors e.g. building management, cleaning services, utilities, security., • Coordinate all visitor scheduling including building access, meeting room bookings and preparation., • Order and maintain office supplies and equipment, inventory management in line with set budgets., • Maintain health and safety standards and policies, ensuring the office is a clean and safe working environment. IT & Onboarding Logistics: • Coordinate with external IT support to manage equipment inventory for laptops, monitors, phones., • Set up workstations for new hires and coordinate their logistical onboarding requirements., • In person IT & equipment troubleshooting and support., • Manage small volume of mail flow and courier services. Expense & Budget Support: • Assist the Finance team with basic invoice submission and vendor payment tracking., • Depositing checks and other financial administrative tasks. Culture & Events: • Serve as part of the TM G Social Committee, providing insights and ideas as well as delivering cultural activations and thoughtful team building opportunities., • Promote the day-to-day practices associated with building a stronger company engagement and commitment towards our company values., • Plan and execute social events, team lunches, and annual holiday parties in NYC and sometimes coordinate cross-office virtual and in-person events., • Maintain a welcoming and organized office environment fostering an authentic, inclusive, and connected workplace culture., • Coordinate travel arrangements, ensuring alignment with company travel policies. SKILLS AND ATTRIBUTES Experience & Knowledge • 4–6 years’ experience in HR and/or office management, ideally within a small, fast-paced, or creative business environment., • Experience supporting HR processes across the full employee lifecycle., • Familiarity with US employment practices and compliance requirements federal and NY state., • Experience using HRIS systems e.g. ADP, Cezanne, BambooHR, Ripple., • Comfortable liaising with external vendors such as ADP, benefits brokers, and IT support., • Experience coordinating recruitment logistics, interviews, and candidate communications., • Exposure to performance review coordination and employee engagement initiatives., • Organised and confident managing office operations, facilities, and vendor relationships., • Comfortable with basic finance administration such as invoice tracking and expense submissions. Attributes & Mindset • Highly organised, detail-oriented, and proactive with strong follow-through., • Excellent communication and interpersonal skills, approachable, empathetic, and professional., • Adaptable and comfortable working in a fast-paced, evolving environment., • Confident in following process and being able to navigate sensitive situations professionally., • Collaborative and people-focused enjoys supporting others and contributing to a positive team culture., • Discreet and trustworthy when handling sensitive or confidential information., • Problem-solver with a practical, “can-do” attitude and initiative to get things done., • Able to balance multiple priorities and deadlines with a calm, structured approach., • Culturally aware and inclusive in interactions across diverse teams. Bonus Skills (Nice to Have) • Familiarity with event planning, internal communications, or company culture initiatives., • Experience within the events, hospitality, or creative industries., • Basic understanding of DEI, wellbeing, or employee engagement programs., • Experience supporting cross-office communication or global teams. WHY TOTAL MANAGEMENT We strive to be an equal opportunity employer, providing career development and growth with competitive salaries. We have an employee focused culture and an active employee engagement. Recognised as one of The Sunday Times Best Places to Work in 2025 and 2024. WHAT IS ON OFFER • Competitive salary, • 22 days PTO plus set federal holidays, • Hybrid working, 4 days in the office and 1 day from home, • Additional 14 days per year work from home, • Health, Dental & Vision, • 401K, • Preferential Travel Rates, • Monthly Pay Day Meals & Company Socials

ABOUT US Total Management Group is widely recognised as a world-leading provider of event and travel solutions. We are currently seeking a motivated candidate to join our fast-growing Events division, Total Management Events. With a wealth of experience, strong supporting services, and a commitment to our values, Total Management is renowned for delivering seamless, thought-out, and top-quality event and travel solutions to global corporate clients, leading brands, and respected industry names. At Total Management Group you have the opportunity to join a creative and dynamic team, providing unique and personalised experiences, elevating the ordinary and striving for excellence. This role offers a fantastic opportunity to develop your skills and grow within the event management industry. ROLE OVERVIEW As Event Coordinator, you are highly organised and dependable supporting the wider Events team with the running of our key accounts. Working on event briefs, client proposals and merchandise requests for some of the leading brands and industry names. This is an opportunity to grow in this hands-on multifaceted fast paced role. The role requires strong project coordination skills, strong communication and a solution driven approach. Enhancing our client and customer experience by working creatively, proactively and thinking outside of the box. The ideal candidate will have experience in working across multiple projects at one time, feel comfortable to work independently on allocated tasks, whilst taking accountability of the responsibilities allocated. Working with various colleagues across the division and other departments on a range of projects, while maintaining a keen eye for detail, strong communication and creative skills. SKILLS & ATTRIBUTES • 1 year+ experience in events, hospitality, project management or assistant support, • Strong organisation skills and ability to multitask and work proactively, • Research for proposals and event briefs and creating proposals, • Sourcing and communicating with suppliers globally, • Assisting with location sourcing globally, • Assisting with updating event documentation such as agendas, schedules and timeline trackers, • Experience with shipping, customs and distribution is preferable but not essential, • Working with the team on larger projects, • Supporting department with divisional tasks, • Methodical, meticulous, and structured approach to your everyday tasks, • Acute attention to detail, • Logistically minded and solution driven, • Ability to anticipate needs, prioritise and work to tight deadlines, • Willingness to take initiative and to adapt. A positive ‘can-do’ and flexible approach, • Delivering a great customer experience and maintaining an above and beyond attitude., • Strong communication skills both written and verbal., • Fluency in English is essential and proficiency in other languages is a bonus., • Proven experience with IT programmes such as Microsoft Packages, G-Suite and Event Management / Registration Platforms (Prefered) THE IMPACT YOU CAN HAVE • A drive to go above and beyond to provide the ultimate customer and client experience., • The coordinator of all thing’s events related with an ability to multitask and revel in the fast-paced environment, always able to deliver to tight deadlines., • You are adaptable, efficient, and work proactively striving for the company to successfully meet its goals. WHY TOTAL MANAGEMENT We strive to be an equal opportunity employer, providing career development and growth with competitive salaries. We have an employee focused culture and an active employee engagement. Working closely with the UK (London) and US (New York) office and traveling with clients to execute events globally, there will be traveling and spending periods of time abroad, for client site visits and to facilitate events. This role offers a significant opportunity to learn and grow your event management career. WHAT IS ON OFFER • Competitive salary, • 22 days annual leave plus set federal holidays, • Hybrid working, 4 days in the office and 1 day from home, • Additional 14 days per year work from home, • Health, Dental & Vision, • 401K, • Preferential Travel Rates, • Monthly Pay Day Meals & Company Socials

Our client is a growing Alternative Investment/Financial Firm based in Midtown NYC seeking to add a Senior Economist/Strategist to their NYC based Macro Research Team. Ideal individual will be asked to conduct independent research, develop regional macro-economic, financial, political forecasts and translate them into specific tailored reports for the Investment Committee, reporting to the Global Head of Economic Research and working closely with various other teams, this role will provide strategic and financial expertise to the businesses Responsibilities • Develop and implement research to understand new markets and opportunities which, • Design and implement a high-impact engagement strategy for sovereign wealth funds, public pension funds, and other asset owners and institutional investors., • Oversee analytical agenda, in partnership with other teams, analytics groups in other lines of business, • Lead and analyze the production of the U.S. forecast including managing and maintaining the US Macroeconomic Models., • complement our existing business and create opportunities for growth, • Conduct analysis of macroeconomic data, political developments and geopolitical news in key geographic areas, • Keep abreast of theoretical and empirical developments,, • Deliver custom solutions across a growing portfolio of strategic sites in key markets across the United States and beyond, • Interpret their meaning for financial data points and presents findings to the Executive Team, • Responding to Stakeholders internal queries about our economic outlook and forecasts would also be expected, • Deliver bespoke research projects that influence executive decision-making across brand, product, institutional solutions, and affiliated distribution topics, • Provide strategic insights and recommendations based on market research findings., • Identify areas of a case for development and strategizes and oversees complex analyses, • Analyze large datasets to identify trends, risks, and opportunities in target markets., • Manage strategic projects to identify new business opportunities and support growth initiatives., • Collaborate with internal stakeholders to develop and implement market solutions., • Manage, update, maintain a set of recurring analytics packages, • Support ad-hoc analysis to support team or business initiatives, • Perform related duties as assigned. Qualifications • 7+ years of experience in Economic Services/ Consulting /Strategic Operations or a related field., • Strong and well-developed analytic, problem-solving and quantitative skill, with exceptional attention to detail., • Demonstrated people leadership / management., • Familiarity with economic and debt databases from official data providers, • Develop and implement operational strategies to support the business's growth and profitability objectives., • Exceptional project management and organizational skills., • Experience in performing complex problem solving and business trade off decision analysis., • Results-orientation with an ability to take initiative, execute and complete deliverables in a timely manner.

About the Company Our client is a start-up Financial/Research Firm based in Midtown NYC seeking to add a Senior Economist to their US Research Team. Reporting to the Head of Research/Economic Data this role will provide strategic and financial research for the firms Senior Stakeholders/Investors. Ideal individual should be well versed with using complex financial data to support global macro/economic investment research. Responsibilities • Develop and implement research to understand new markets and opportunities which, • Design and implement a high-impact engagement strategy for sovereign wealth funds, public pension funds, and other asset owners and institutional investors., • Oversee analytical agenda, in partnership with other teams, analytics groups in other lines of business, • Lead and analyze the production of the U.S. forecast including managing and maintaining the US Macroeconomic Model., • complement our existing business and create opportunities for growth, • Conduct analysis of macroeconomic data, political developments and geopolitical news in key geographic areas, • Keep abreast of theoretical and empirical developments,, • Deliver custom solutions across a growing portfolio of strategic sites in key markets across the United States and beyond, • Interpret their meaning for financial data points and presents findings to the Executive Team, • Responding to Stakeholders internal queries about our economic outlook and forecasts would also be expected, • Deliver bespoke research projects that influence executive decision-making across brand, product, institutional solutions, and affiliated distribution topics, • Provide strategic insights and recommendations based on market research findings., • Identify areas of a case for development and strategizes and oversees complex analyses, • Analyze large datasets to identify trends, risks, and opportunities in target markets., • Manage strategic projects to identify new business opportunities and support growth initiatives., • Collaborate with internal stakeholders to develop and implement market solutions., • Manage, update, maintain a set of recurring analytics packages, • Support ad-hoc analysis to support team or business initiatives, • Perform related duties as assigned. Qualifications • 7+ years of experience in Economic Services/ Consulting /Strategic Operations or a related field., • Strong and well-developed analytic, problem-solving and quantitative skill, with exceptional attention to detail., • Credit/Rating Agency experience preferred, • Demonstrated people leadership / management., • Develop and implement operational strategies to support the business's growth and profitability objectives., • Exceptional project management and organizational skills., • Experience in performing complex problem solving and business trade off decision analysis., • Results-orientation with an ability to take initiative, execute and complete deliverables in a timely manner.

Job Description LIVunLtd seeks a dynamic and experienced professional to join our team as an Area Manager with a specialization in hospitality, real estate-lifestyle services, and aquatic management. As an Area Manager, you will play a crucial role in leading a team of managers in providing high touch lifestyle, aquatic, and event programming services across a portfolio of locations. The ideal candidate will bring a wealth of experience in motivating a customer service-oriented staff, delivering high touch lifestyle services and operational excellence. As the Area Manager (AM) you are directly responsible for the comprehensive oversight of all property-amenity operations and lifestyle services. This includes ongoing collaboration with LIVunLtd’s internal and field operations teams and interface well with clients/developers/boards. ESSENTIAL RESPONSIBILITIES • Have a positive uplifting team spirit., • Train, develop and support lifestyle managers to implement LIVunLtd's hospitality standards amongst their front line employees. Front line positions may include lifeguards, package room personnel, porters, bell hops, and receptionists., • Ensure that the amenities such as swimming pools, lounges, recreational and fitness facilities are maintained in a first class manner., • Conduct site inspections of all managed areas in order to maintain showroom ready conditions, safety, risk management, customer service (client, resident, guest, member) and LIVunLtd standards., • Recommend and implement operational improvements as needed., • Ensure that each location within your assigned accounts is reflective of LIVunLtd’s core values, commitments, philosophy and policies., • Host team meetings and one-on-ones coaching sessions with onsite managers within your portfolio., • Attend meetings and maintain /cultivate relationships with all relevant on-site parties., • Provide operations leadership to management to inspire and enable them to deliver a premium customer experience directly reflective of LIVunLtd’s high level of standards., • Create and ensure a safety first culture that is apparent in every operation daily., • Maintain and oversee full responsibility for the performance of operational budgets and scope of work within the contractual agreement., • Provide performance reports/updates to VP of Operations.*Ensure that all swimming pools are operated and maintained within DOH requirements., • Ensure all operation procedures and first rate practices are being demonstrated at every location. SKILLS AND QUALIFICATIONS • Proven track record of effective qualitative and quantitative judgement and decision making., • Strong business acumen including the ability to oversee multiple locations. Preference for those locations servicing concierge requests., • Proven track record of meeting and exceeding goals., • Experience in hiring, coaching and training teams to create an exceptional luxury brand experience., • Experience in maintaining pool operations, CPO.• Prolonged periods of standing and walking around. Must be able to commute and walk to multiple locations in one day., • Must be able to lift up to 25 pounds at a time., • Must be able and willing to get Lifeguard Certified., • Flexibility to work nights, weekends and holidays., • Appreciation for fitness and healthy living. BENEFITS As a Member of the LIVunLtd Team you can expect: • Growth opportunities, • A fun, friendly, professional working environment, • Competitive compensation within industry standards, • Available to eligible team members: Health Benefits, Dental Benefits, Vision Benefits, 401K Benefits, Life Insurance COMPENSATION The Area Manager position with LIVunLtd has a starting salary of $75,000-$80,000 per annum. The range above is a good faith estimate based on the expectations as laid out in the job description, however we are often open to a wide variety of profiles, and recognize that the person we hire may be less experienced (or more senior) than this job description as posted. If that ends up being the case, the actual salary may vary from the estimates provided above.

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