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About Asseta \n \n Asseta is an AI-native operating system purpose-built for UHNWIs, family offices, and RIAs, with over $130B in assets on platform. Our flagship product, the Intelligent Family Office Suite®, enables family offices to operate efficiently, securely, and insightfully in an era of generational wealth transfer and digital transformation. \n \n Our mission is to empower family offices to achieve financial excellence through intuitive, enterprise-grade software and expertise. We simplify complex wealth management and accounting, foster transparency, and ensure data security, delivering unwavering support for our clients' wealth preservation and growth. \n \n The Opportunity \n \n You’ll build features and solve complex technical problems. You’ll help improve how our team works and give input on technical decisions with the engineering lead. If you enjoy building systems, not just features, you'll thrive here. \n \n What You'll Own \n \n Technical Architecture \n\n • Drive architecture across frontend, backend, infrastructure, AI services, and shared platform components.\n, • Design systems that remain maintainable as our product and engineering team scale.\n, • Balance pragmatic delivery with long-term technical sustainability.\n, • Lead technical design reviews and architectural decision making.\n\n \n Engineering Excellence \n\n • Establish coding standards and engineering best practices.\n, • Improve consistency across services, APIs, and shared libraries.\n, • Raise the overall quality of the codebase through thoughtful reviews and mentorship.\n, • Improve observability, testing, performance, reliability, and developer experience.\n\n \n Technical Leadership \n\n • Mentor engineers through architecture discussions, design reviews, and pair programming.\n, • Help engineers grow into stronger software architects.\n, • Guide implementation without becoming a bottleneck.\n, • Foster a culture of ownership, curiosity, and continuous improvement.\n\n \n Platform Development \n \n You'll help shape systems including: \n \n\n • AI agent infrastructure\n, • Enterprise accounting platform\n, • Banking integrations\n, • Workflow automation\n, • Real-time collaboration\n, • Enterprise security\n, • Multi-tenant architecture\n, • Infrastructure automation\n, • Shared developer frameworks\n, • Internal platform tooling\n\n \n What We're Looking For \n \n Required \n \n\n • 8+ years of professional software engineering experience.\n, • Experience leading technical architecture across complex software platforms.\n, • Strong backend engineering experience with Python and modern API design.\n, • Experience building scalable cloud-native systems on AWS.\n, • Strong understanding of distributed systems, databases, asynchronous processing, and system reliability.\n, • Experience designing maintainable APIs and shared platform services.\n, • Ability to simplify complex technical problems.\n, • Excellent communication skills with both engineers and business stakeholders.\n, • A passion for mentoring other engineers.\n\n \n Nice to Have \n \n Experience with: \n \n\n • AI platforms and agent-based systems\n, • Financial software or accounting platforms\n, • Multi-tenant SaaS architecture\n, • Infrastructure as Code (Terraform)\n, • PostgreSQL\n, • OpenSearch or Elasticsearch\n, • React and TypeScript\n, • Docker, ECS, Kubernetes, or containerized infrastructure\n, • Event-driven architectures\n, • Enterprise security and compliance\n\n \n Compensation and Benefits \n \n Asseta offers competitive compensation along with a benefits package that includes: \n\n • Base salary of $200,000–$350,000\n, • Equity plan eligibility\n, • Comprehensive health, dental, and vision coverage\n, • Unlimited paid time off\n, • Conference sponsorships and training opportunities\n, • Frequent company off-sites and team-building events\n, • On-site at our New York City headquarters\n

About Asseta \n \n Asseta is an AI-native operating system purpose-built for UHNWIs, family offices, and RIAs, with over $130B in assets on the platform. Our flagship product, the Intelligent Family Office Suite®, enables family offices to operate efficiently, securely, and insightfully in an era of generational wealth transfer and digital transformation. \n \n Our mission is to empower family offices to achieve financial excellence through intuitive, enterprise-grade software and expertise. We simplify complex wealth management and accounting, foster transparency, and ensure data security, delivering unwavering support for our clients' wealth preservation and growth. \n \n The Opportunity \n \n Asseta is seeking a Senior Software Engineer to report to our Lead Software Engineer and Chief Technology Officer. You'll design and build the features at the heart of the Intelligent Family Office Suite™, owning meaningful product areas end-to-end. Working closely with product and implementation teams, you'll ship production software that directly shapes how clients manage their accounting and investment operations. \n \n As a Senior Software Engineer, You Will \n \n\n • Design, build, and ship features across the platform, from backend services to polished user-facing experiences\n, • Own significant product areas end-to-end, scoping, implementation, testing, and delivery\n, • Build and maintain integrations with banking and third-party systems\n, • Write clean, well-tested, maintainable code and participate actively in code review\n, • Collaborate with product and implementation teams to turn family office workflows into reliable software\n, • Contribute to architecture decisions and help continuously improve engineering practices\n, • Help uphold high standards for security, performance, and data integrity across the platform\n\n \n Qualifications \n \n\n • 4+ years of professional software engineering experience building and shipping production software\n, • Strong full-stack skills, with proficiency in Python, modern API design, React, and TypeScript\n, • Experience building scalable, cloud-native SaaS products, ideally on AWS\n, • Solid understanding of databases, distributed systems, testing, and secure coding practices\n, • Ability to work independently, own features end-to-end, and collaborate across functions\n, • Excellent communication and problem-solving skills\n, • Experience in fintech, accounting software, or family office/wealth management is a plus\n\n \n Compensation and Benefits \n \n Asseta offers competitive compensation along with a benefits package that includes: \n \n\n • Base salary of $150,000–$225,000\n, • Equity plan eligibility\n, • Comprehensive health, dental, and vision coverage\n, • Unlimited paid time off\n, • Conference sponsorships and training opportunities\n, • Frequent company off-sites and team-building events\n, • On-site at our New York City headquarters\n

About the job \n \n TS Imagine, the world's leading provider of on-demand trading and risk management solutions for the financial services industry, is looking for an experienced Sales Director for the North America region. \n \n We are hiring senior-level Sales Director in New York that consistently surpass annual revenue quota; experienced in the financial markets, enterprise software and/or asset management solutions. The Sales Director is directly responsible for qualifying, developing and closing new accounts. \n \n TS Imagine is the global leader in solutions portfolios spanning the front, middle and back-office into asset management, insurance and wealth management firms. Join a growing team of passionate, self-motivated, talented, smart and creative people who are seeking to extend our position as the leader in the FinTech industry. \n \n Who will love this job \n \n An intellectually curious salesperson – who has knowledge of wealth management tech, electronic trading or risk management and enjoys working with clients to create thoughtful solutions to their business challenges. \n A doer – who is enthusiastic about tackling new challenges, carrying a broad spectrum of responsibility that produces high-quality results.· \n An excellent teammate – you appreciate the daily operations of a global, highly distributed organization that delivers mission critical technology. \n \n What you’ll do \n \n\n • Drive net new software and services revenue from a named account territory of the largest Wealth Managers, Hedge Funds, Institutional Asset Managers (including Insurance and OCIO’s), and Institutional Asset Owners (including Pensions, SWF’s and Endowments)\n, • Manage numerous opportunities to close with accurate qualification and forecasting hygiene\n, • Build and leverage the necessary relationships in highly complex organizations to ensure deal closure in competitive situations.\n, • Build Territory, Account & Opportunity plans for predictable and consistent revenue growth\n, • Drive complex sales-cycles and execute with the gravitas of presenting to C-level key decision-making executives the value of the full platform features with a detailed, consultative, “Challenger” approach\n, • Closely manage quarterly pipeline velocity and forecasts to provide accurate reporting to key internal partners on a consistent basis\n, • Work collaboratively with other company executives, managers, and team members to help nurture our results-driven, team-oriented environment\n\n \n You should have \n \n\n • Bachelor's degree required\n, • Minimum 5+ years of quota carrying enterprise software quota in financial services technology sales or similar\n, • Ideally experience selling Wealth Management Solutions or BuySide Software\n, • Consistent, proven sales success in overachieving quota\n, • Self-directed “extreme ownership” mentality\n, • Previous experience selling software to the financial services industry\n, • Proven ability to expertly manage the sales cycle from beginning to end\n, • Drive for high achievement and results\n, • A proven record for selling complex solutions and services at the “Business Head” and "C" level\n, • Exceptional ability to motivate and influence key contacts and decision-makers\n, • Consistent, year on year, high-performance track record\n, • Customer focus\n, • Team Player attitude\n\n

Financial Advisor | Northwestern Mutual \n Build a business. Make an impact. Create a life of significance. \n At Northwestern Mutual, we help people achieve financial security through comprehensive planning, insurance, investments, and wealth management solutions. As a Financial Advisor, you'll have the opportunity to build your own practice with the backing of a Fortune 100 company, industry-leading training, and a supportive network of mentors and specialists. \n This is an ideal opportunity for entrepreneurial, results-driven professionals who are motivated by helping others while creating long-term personal and financial success. Whether you come from sales, business ownership, athletics, leadership, or another high-performance environment, you'll develop the skills and relationships needed to become a trusted advisor to individuals, families, and business owners. \n What You'll Do \n\n • Build meaningful relationships within your community\n, • Develop personalized financial plans for clients\n, • Provide guidance on insurance, investments, retirement, and wealth accumulation strategies\n, • Grow and manage your own client base\n, • Partner with a team of specialists to deliver comprehensive solutions\n\n What We're Looking For \n\n • Strong leadership, communication, and relationship-building skills\n, • Entrepreneurial mindset and self-motivation\n, • History of achievement in business, athletics, academics, military service, sales, or other competitive environments\n, • Desire to own and grow a business\n, • Passion for helping others achieve their goals\n\n What We Offer \n\n • Extensive training, coaching, and mentorship\n, • Competitive compensation with uncapped earning potential\n, • Access to a nationally recognized brand and resources\n, • Leadership and career development opportunities\n, • Flexibility and autonomy to build your practice your way\n\n If you're looking for more than a job and want the opportunity to build a business, impact lives, and create a legacy, we'd love to start a conversation. \n Apply today to learn how a career as a Financial Advisor with Northwestern Mutual can help you unlock your personal and professional potential.

Job Title: AI Infrastructure Support Engineer Location: New York, NY Type - Hybrid 4 days Onsite Terms; Full Time Salary- $150000/yr - $190000/yr Our client provides a range of financial products and services in the United States and internationally. It operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other segments. The Securities Services segment offers custody, trust and depositary, accounting, exchange-traded funds, middle-office solutions, transfer agency, services for private equity and real estate funds, foreign exchange, securities lending, liquidity/lending services, and data analytics.\n \n In this role, you'll make an impact in the following ways: \n \n \n\n • Deliver operational support and drive issue resolution for AI infrastructure, GPU platforms, and associated production services.\n, • Support the deployment, orchestration, and monitoring of AI/ML workloads across distributed environments using Kubernetes and Docker.\n, • Apply hands-on expertise with NVIDIA GPU infrastructure, including A100, H100, and B200 nodes, to support provisioning, utilization, performance tuning, and ongoing platform operations.\n, • Build, maintain, and optimize automation scripts and tooling using Ansible, Python and Shell scripting to improve efficiency and reliability.\n, • Manage incidents, service requests, and change activity through enterprise workflow and ticketing platforms such as JIRA and ServiceNow.\n, • Partner with cross-functional teams across engineering, platform, and operations to implement DevOps best practices, including CI/CD using GitLab, containerized deployment models, and secure access management through Azure AD.\n, • Create and maintain clear technical documentation, including runbooks, standard operating procedures, support guides, and infrastructure architecture artifacts.\n, • Diagnose and resolve networking, storage, and system performance issues affecting AI infrastructure and high-performance compute workloads.\n, • Participate in a rotating on-call support model, including occasional weekend coverage, to help maintain high availability and operational excellence. \nTo be successful in this role, we’re seeking the following: \n\n • Bachelor’s degree in Computer Science, Engineering, Information Technology, or a related field, or equivalent practical experience.\n, • Strong experience supporting AI infrastructure, GPU platforms, or high-performance compute environments in enterprise or production settings.\n, • Hands-on experience working with NVIDIA GPU nodes, including A100, H100, and B200 systems.\n, • Solid understanding of Kubernetes and Docker for deploying, managing, and troubleshooting distributed workloads.\n, • Proficiency in Ansible, Python and Shell scripting for automation, tooling, and operational support tasks.\n, • Experience with DevOps practices and tools, including GitLab CI/CD, infrastructure automation, and container-based delivery models.\n, • Familiarity with enterprise ticketing and service management platforms such as JIRA and ServiceNow.\n, • Good knowledge of networking, storage, Linux systems administration, and infrastructure troubleshooting in complex technical environments.\n, • Understanding of identity and access management, including secure access controls such as Azure AD.\n, • Strong problem-solving skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.\n, • Effective written and verbal communication skills, with the ability to document processes and collaborate across technical and non-technical teams.\n, • Willingness to participate in on-call rotations and provide occasional weekend support as needed. \nEstimated Min Rate: $150000.00\n Estimated Max Rate: $190000.00\n \n What’s In It for You? We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:\n \n \n\n • Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)\n, • Health Savings Account (HSA) (for employees working 20+ hours per week)\n, • Life & Disability Insurance (for employees working 20+ hours per week)\n, • MetLife Voluntary Benefits\n, • Employee Assistance Program (EAP)\n, • 401K Retirement Savings Plan\n, • Direct Deposit & weekly epayroll\n, • Referral Bonus Programs\n, • Certification and training opportunities \nNote: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.\n \n \nYoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.\n \n \nVisit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.\n \n \nFor California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.\n \n \nIt is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.\n \n \nBy applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice: https://www.yoh.com/privacy-notice Stay Safe During Your Job Search Fraudulent recruiting communications have become increasingly common. Emails from Yoh recruiters will only come from an @yoh.com email address. Yoh will never ask candidates to pay fees, purchase equipment, send gift cards, or transfer funds as part of the recruiting or hiring process. If you receive a communication that appears suspicious or requests payment, contact Yoh directly before responding or sharing personal information.

About Asseta \n \n Asseta is an AI-native operating system purpose-built for UHNWIs, family offices, and RIAs, with over $130B in assets on the platform. Our flagship product, the Intelligent Family Office Suite®, helps family offices operate efficiently, securely, and insightfully in an era of generational wealth transfer and digital transformation. \n \n Our mission is to help family offices achieve financial excellence through intuitive, enterprise-grade software and expertise. We simplify complex wealth management and accounting, foster transparency, and protect client data. Our clients receive unwavering support for wealth preservation and growth. \n \n The Opportunity \n \n We are hiring a Business Development Representative (BDR) to build our sales pipeline. You \n will follow up on inbound marketing-qualified leads (MQLs) and prospect proactively for new accounts. You will start conversations with prospective customers, find opportunities, and book qualified meetings for the sales team. \n \n This is a hands-on role for someone who wants a career in fintech sales. You will open doors, build relationships, and create opportunities with senior decision-makers. You will also help refine our prospecting approach as Asseta scales. If you enjoy building a pipeline from the ground up, you will thrive here. \n \n What You'll Own \n \n Inbound Prospecting \n\n • Follow up with MQLs quickly and respond to every inquiry.\n, • Ask questions to learn each prospect's needs and decide if Asseta fits.\n\n \n Outbound Prospecting \n\n • Identify and research target accounts, and build prospect lists.\n, • Run multichannel outreach by email, LinkedIn, and cold calls.\n, • Build relationships with decision-makers at family offices, RIAs, and wealth management firms.\n\n \n Qualification and Pipeline \n\n • Hold first conversations to understand needs, identify use cases, assess fit, and agree on next steps.\n, • Book qualified meetings for Account Executives.\n, • Keep a steady flow of opportunities moving into the sales pipeline.\n\n \n Pipeline Operations \n\n • Log all prospecting activity and lead status accurately in the CRM.\n, • Track outreach performance and follow up with prospects consistently.\n\n \n Testing and Improvement \n\n • Test messaging, sequences, and outreach strategies.\n, • Use results to improve engagement and conversion rates.\n\n What We're Looking For \n \n Required \n \n\n • At least 1 year of experience in a BDR, SDR, or similar sales development role in B2B SaaS.\n, • Experience with both inbound lead qualification and outbound prospecting.\n, • A record of booking qualified meetings and building pipeline through steady outreach.\n, • Strong written and verbal communication skills, with the ability to engage senior decision-makers.\n, • Skill at researching accounts, finding the right contacts, and personalizing outreach.\n, • Strong organization and self-motivation. You stay persistent and manage many prospects and priorities at once.\n, • Curiosity and a drive to learn new products, industries, and business challenges.\n\n \n Nice to Have \n \n\n • Experience with HubSpot, LinkedIn Sales Navigator, or sales engagement tools.\n, • Experience selling into financial services, wealth management, family offices, or other complex B2B environments.\n\n \n Compensation and Benefits \n \n Asseta offers competitive compensation and a benefits package that includes: \n \n\n • OTE of $100,000 - $120,000\n, • Comprehensive health, dental, and vision coverage\n, • Unlimited PTO\n, • Conference sponsorships and training opportunities\n, • Frequent company off-sites and team-building events\n, • On-site at our New York City headquarters\n

\n AMN Healthcare Allied is seeking a travel Physical Therapy Assistant for a travel job in Bronx, New York. Job Description & Requirements\n \n • Specialty: Physical Therapy Assistant\n, • Discipline: Therapy\n, • Duration: 13 weeks\n, • 40 hours per week\n, • Shift: 8 hours, days\n, • Employment Type: Travel\n \n Job Description & Requirements \n Physical Therapist Assistant - Skilled - (PTA) \n StartDate: ASAP Available Shifts: 8 D Pay Rate: $1405.00 - $1448.00 \n Start your next contract as a Travel Physical Therapist Assistant in Bronx, NY with AMN Healthcare. This full-time role offers 40 hours per week in a skilled nursing facility, with a guaranteed 36-hour work week and a 40-mile float radius that includes paid drive time. You will work under the supervision of a licensed physical therapist to support patient rehabilitation and recovery, focusing on therapeutic exercises and progress documentation in a skilled nursing setting. Skilled nursing experience and an active New York license are required, and new graduates are not considered. Bronx, NY blends historic neighborhoods and green spaces with cultural attractions like the Bronx Zoo and New York Botanical Garden, offering plenty to explore during your assignment. AMN Healthcare provides excellent compensation, weekly pay, dedicated recruiters, clinical support, and the AMN Passport app for convenient career management. Apply now to join this Travel Physical Therapist Assistant position in Bronx, NY. \n Required Qualifications \n Physical Therapist Assistant, Skilled \n PTA-NY \n SNF exp \n Active NY License \n ASAP Start Date \n Preferred Qualifications \n SNF exp \n Active NY License \n ASAP Start Date Facility Location \n The northernmost of New York City's five boroughs, The Bronx is one of the city's most storied communities. The Bronx is home to several universities including Fordham and City University of New York. Sports fans will want to pay a visit to Yankee Stadium, which opened its doors in 1923 and is a truly iconic facility. The Bronx has a rich arts history and is widely held as one of the places where hip hop was born. Culture seekers can check out the Hush Hip Hop Tour to see some of the historic sights where the genre blossomed. The Bronx offers a wealth of dining, sports, entertainment and cultural activities and is one of New York City's many intriguing, culturally rich communities. Job Benefits \n Allied travel assignments are typically for 13 weeks and offer generous packages that include: \n \n • Competitive pay rates\n, • Medical, Dental, Vision\n, • 401(k) and Flex Spending\n, • Life Insurance\n, • Accident and Short-term Disability Coverage\n, • Free Continuing Education\n, • Competitive Housing Deal\n, • Refer a friend and earn extra cash!\n \n \n About the Company\n \n At AMN Healthcare, we strive to be recognized as the most trusted, innovative, and influential force in helping healthcare organizations provide quality patient care that continually evolves to make healthcare more human, more effective, and more achievable. \n \n \n Physical therapist assistant, physical therapy assistant, physical therapy, PTA, therapy assistant, allied, allied health, rehabilitation assistant, rehabilitation, skilled physical therapist assistant, skilled PTA, skilled care PTA, skilled\n \n AMN Healthcare Allied Job ID #3606863. Pay package is based on 8 hour shifts and 40 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: Physical Therapist Assistant - Skilled - (PTA) About AMN Healthcare Allied\n \n AMN Healthcare is a leading force in the healthcare industry, committed to being the most trusted, innovative, and influential partner for healthcare organizations. With a focus on providing quality patient care, AMN Healthcare offers holistic solutions that reduce costs, streamline processes, and improve efficiencies. The company boasts over 30 years of experience and takes pride in staffing leading healthcare facilities with the nation's best travelers. As an industry leader, AMN Healthcare offers a diverse team dedicated to supporting healthcare workers and facilities, ensuring a personalized and supportive experience for both clients and candidates. \n \n Visit https://www.vivian.com/agencies/amn-healthcare-allied/ for more information. \n Benefits\n \n • Company provided housing options\n, • Medical benefits\n, • Dental benefits\n, • Continuing Education\n \n

\n AMN Healthcare Allied is seeking a travel CT Technologist for a travel job in Bronx, New York. Job Description & Requirements\n \n • Specialty: CT Technologist\n, • Discipline: Allied Health Professional\n, • Duration: 13 weeks\n, • 40 hours per week\n, • Shift: 8 hours, days\n, • Employment Type: Travel\n \n Job Description & Requirements \n Computed Tomography Technologist - Positron Emission Tomography - (CT Tech - PET) \n StartDate: ASAP Available Shifts: 8 D Pay Rate: $3135.00 - $3230.00 \n Travel PET CT Tech jobs in Bronx, NY offer an immediate start for a 26-week assignment with weekday 8-hour shifts totaling about 40 hours per week. You will perform PET and CT imaging using GE Optima equipment in a busy diagnostic setting. This role requires a NYS radiologic technologist license and either ARRT (N) or CNMT certification, or alternatively a NYS Nuclear Medicine license and ARRT (CT). Bronx, NY combines urban energy with cultural landmarks, beautiful parks, and waterfront views. Enjoy easy access to New York City attractions, diverse dining options, and vibrant neighborhoods during this extended assignment. AMN Healthcare provides excellent compensation, exclusive discounts and perks, dedicated recruiters and clinical support, and the AMN Passport app for 24/7 career management. Apply now to join this Travel PET CT Tech assignment in Bronx, NY. \n Required Qualifications \n CT Technologist, Positron Emission Tomography \n References: 1 Reference in entire work history Facility Location \n The northernmost of New York City's five boroughs, The Bronx is one of the city's most storied communities. The Bronx is home to several universities including Fordham and City University of New York. Sports fans will want to pay a visit to Yankee Stadium, which opened its doors in 1923 and is a truly iconic facility. The Bronx has a rich arts history and is widely held as one of the places where hip hop was born. Culture seekers can check out the Hush Hip Hop Tour to see some of the historic sights where the genre blossomed. The Bronx offers a wealth of dining, sports, entertainment and cultural activities and is one of New York City's many intriguing, culturally rich communities. Job Benefits \n Allied travel assignments are typically for 13 weeks and offer generous packages that include: \n \n • Competitive pay rates\n, • Medical, Dental, Vision\n, • 401(k) and Flex Spending\n, • Life Insurance\n, • Accident and Short-term Disability Coverage\n, • Free Continuing Education\n, • Competitive Housing Deal\n, • Refer a friend and earn extra cash!\n \n \n About the Company\n \n At AMN Healthcare, we strive to be recognized as the most trusted, innovative, and influential force in helping healthcare organizations provide quality patient care that continually evolves to make healthcare more human, more effective, and more achievable. \n \n \n Computed Tomography Technologist, positron emission tomography, PET, PET/CT, PET-CT, PET Imaging, CT tech, CT technologist, computed tomography tech, CT, radiology, radiologic technologist, radiologic, allied health, healthcare, health care, allied, patie, ct, computed tomography\n \n AMN Healthcare Allied Job ID #3619563. Pay package is based on 8 hour shifts and 40 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: Computed Tomography Technologist - Positron Emission Tomography - (CT Tech - PET) About AMN Healthcare Allied\n \n AMN Healthcare is a leading force in the healthcare industry, committed to being the most trusted, innovative, and influential partner for healthcare organizations. With a focus on providing quality patient care, AMN Healthcare offers holistic solutions that reduce costs, streamline processes, and improve efficiencies. The company boasts over 30 years of experience and takes pride in staffing leading healthcare facilities with the nation's best travelers. As an industry leader, AMN Healthcare offers a diverse team dedicated to supporting healthcare workers and facilities, ensuring a personalized and supportive experience for both clients and candidates. \n \n Visit https://www.vivian.com/agencies/amn-healthcare-allied/ for more information. \n Benefits\n \n • Company provided housing options\n, • Medical benefits\n, • Dental benefits\n, • Continuing Education\n \n

\n AMN Healthcare Allied is seeking a travel Occupational Therapist for a travel job in Bronx, New York. Job Description & Requirements\n \n • Specialty: Occupational Therapist\n, • Discipline: Therapy\n, • Duration: 13 weeks\n, • 40 hours per week\n, • Shift: 8 hours, days\n, • Employment Type: Travel\n \n Job Description & Requirements \n Occupational Therapist - Skilled - (OT) \n StartDate: ASAP Available Shifts: 8 D Pay Rate: $1933.00 - $1991.00 \n Start your next contract as a Travel Occupational Therapist in Bronx, NY with AMN Healthcare. This assignment offers 40 hours per week in a skilled nursing facility setting, with a guaranteed 36-hour work week and a float radius of 40 miles. You will help patients regain or improve daily living skills, provide therapy for injuries and disabilities, and collaborate with interdisciplinary teams. Required qualifications include skilled nursing facility experience and an active New York license. New grads and assistants are not considered for this role. Bronx, NY offers a vibrant mix of culture and recreation, including the Bronx Zoo, New York Botanical Garden, diverse restaurants, live music venues, and beautiful parks. AMN Healthcare provides excellent compensation, weekly pay, dedicated recruiters, a clinical support team, and the AMN Passport app for 24/7 career management. As a publicly traded company, AMN Healthcare upholds high ethical standards. Apply now to join this Travel Occupational Therapist assignment in Bronx, NY. \n Required Qualifications \n Occupational Therapist, Skilled \n OT-NY SNF exp \n Active NY License \n ASAP Start Date \n Preferred Qualifications \n SNF exp \n Active NY License \n ASAP Start Date Facility Location \n The northernmost of New York City's five boroughs, The Bronx is one of the city's most storied communities. The Bronx is home to several universities including Fordham and City University of New York. Sports fans will want to pay a visit to Yankee Stadium, which opened its doors in 1923 and is a truly iconic facility. The Bronx has a rich arts history and is widely held as one of the places where hip hop was born. Culture seekers can check out the Hush Hip Hop Tour to see some of the historic sights where the genre blossomed. The Bronx offers a wealth of dining, sports, entertainment and cultural activities and is one of New York City's many intriguing, culturally rich communities. Job Benefits \n Allied travel assignments are typically for 13 weeks and offer generous packages that include: \n \n • Competitive pay rates\n, • Medical, Dental, Vision\n, • 401(k) and Flex Spending\n, • Life Insurance\n, • Accident and Short-term Disability Coverage\n, • Free Continuing Education\n, • Competitive Housing Deal\n, • Refer a friend and earn extra cash!\n \n \n About the Company\n \n At AMN Healthcare, we strive to be recognized as the most trusted, innovative, and influential force in helping healthcare organizations provide quality patient care that continually evolves to make healthcare more human, more effective, and more achievable. \n \n \n occupational therapist, occupational therapy, OT, therapist, patient care, healthcare, health care, skilled care, skilled occupational therapist, skilled care occupational therapist, skilled\n \n AMN Healthcare Allied Job ID #3606838. Pay package is based on 8 hour shifts and 40 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: Occupational Therapist - Skilled - (OT) About AMN Healthcare Allied\n \n AMN Healthcare is a leading force in the healthcare industry, committed to being the most trusted, innovative, and influential partner for healthcare organizations. With a focus on providing quality patient care, AMN Healthcare offers holistic solutions that reduce costs, streamline processes, and improve efficiencies. The company boasts over 30 years of experience and takes pride in staffing leading healthcare facilities with the nation's best travelers. As an industry leader, AMN Healthcare offers a diverse team dedicated to supporting healthcare workers and facilities, ensuring a personalized and supportive experience for both clients and candidates. \n \n Visit https://www.vivian.com/agencies/amn-healthcare-allied/ for more information. \n Benefits\n \n • Company provided housing options\n, • Medical benefits\n, • Dental benefits\n, • Continuing Education\n \n

Job Title: Associate Product Owner \n Location: New York, NY (Hybrid – 2–3 days onsite per week) \n Duration: 7 Months \n Pay Rate: $51.86/hr W2 \n Job Summary: \n We are seeking an Associate Product Owner to join the Wealth Management Digital Client Experience & Platforms team. This role will focus on delivering a digital Gains & Losses page that helps investment clients track realized gains and losses across their accounts and better understand tax implications. \n The ideal candidate will have experience translating business objectives and UX concepts into detailed user stories, acceptance criteria, and functional requirements while partnering closely with UX, development, and QA teams throughout the product delivery lifecycle. \n Key Responsibilities: \n\n • Create and refine detailed user stories, acceptance criteria, and functional requirements based on product objectives, UX designs, and stakeholder input.\n, • Define user journeys, navigation, workflows, system behaviors, and edge cases to support a seamless digital client experience.\n, • Build and maintain a prioritized product backlog, including story creation, refinement, decomposition, and dependency identification.\n, • Partner with UX, development, and QA teams to clarify requirements, resolve issues, and validate delivered functionality.\n, • Participate in backlog refinement and sprint planning, ensuring stories are clear and ready for development.\n, • Leverage AI tools such as Microsoft Copilot and Atlassian Rovo to support requirements analysis, documentation, and product delivery.\n, • Collaborate with business, technology, risk, compliance, legal, and other stakeholders to gather requirements and drive successful delivery.\n\n Required Qualifications: \n\n • 3–5 years of experience as a Digital Product Owner, Product Manager, Business Analyst, or similar role within an Agile/Scrum environment.\n, • Strong experience developing user stories, acceptance criteria, functional requirements, and user journeys.\n, • Ability to translate UX designs, business needs, and technical discussions into actionable development and testing requirements.\n, • Experience working directly with development and QA teams throughout implementation and testing.\n, • Hands-on experience with Agile methodologies, Jira, backlog refinement, and sprint planning.\n, • Familiarity with AI tools such as Microsoft Copilot and Atlassian Rovo, or the ability to leverage AI to improve product delivery.\n, • Strong analytical, problem-solving, communication, and stakeholder management skills.\n\n

Job Description About Capital Dynamics: Capital Dynamics is an independent global asset management firm focusing on private assets, including private equity (primaries, secondaries and direct investments) and clean energy. Established in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 15 billion in assets under management and advisement and employs approximately 150 professionals globally across 14 offices in Europe, North America, and Asia. Capital Dynamics is a recognized industry leader in responsible investment, receiving top marks (Five Stars) from PRI across all categories and investment strategies, as well as in GRESB benchmarking for its clean energy strategy. TECHNOLOGY AT CAPITAL DYNAMICS: Our Technology department is responsible for the development, secure operation, maintenance and support of Capital Dynamics' global IT infrastructure and solutions — enabling employees to communicate, collaborate and automate routine tasks, while ensuring information security and compliance with company policy and relevant regulation. THE OPPORTUNITY: We're looking for a highly capable graduate to join our Technology department as Technology Analyst in New York — the primary technology contact for our New York office, and a genuinely hands-on role from the outset. Reporting to the CTO, you'll take real ownership of the stability and quality of our Microsoft 365 environment, end-user support across every business function, and the operational backbone of our core IT processes: provisioning, asset management, and break-fix resolution. This is a designated development position: as your core competencies are established, you'll gain structured exposure to Capital Dynamics' data and AI programme — putting you at the centre of some of the most interesting technical work happening at the firm. REAL OWNERSHIP, FROM DAY ONE: This isn't a narrow, ticket-queue support seat. Our Technology function operates as a small, high-trust team, and you'll own outcomes end-to-end: • Full ownership of Microsoft 365 configuration, permissions and housekeeping across Exchange Online, Teams, SharePoint Online and OneDrive — you'll be the firm's internal M365 subject matter expert., • End-to-end ownership of user lifecycle management — provisioning, deprovisioning and access rights — for all New York-based staff., • Direct contribution to the firm's live SharePoint infrastructure, as part of our broader data programme., • Real autonomy to manage competing priorities without close supervision — and real visibility, since your work directly supports investment professionals and senior management. YOUR PATH INTO DATA & AI: Capital Dynamics is executing a material transformation of its data infrastructure and AI capability, spanning three workstreams: DataCore (a medallion lake-house architecture on Google Cloud Platform), Lattice (an agentic automation layer), and Meridian (a decision intelligence capability in planning). As your core support responsibilities are established, you'll gain structured, hands-on exposure to the platforms powering this programme: • V7Labs — the agentic automation platform through which AI agents are built, scheduled and governed across investment and operational workflows., • Claude AI — the AI platform in active use across the firm for analysis, automation and document generation., • Tamr — the machine learning-driven master data management and entity resolution platform underpinning the firm's data warehouse., • Google Cloud Platform / BigQuery — the infrastructure layer on which DataCore is built. KEY RESPONSIBILITIES: • Conduct first- and second-line troubleshooting across our Windows-based infrastructure., • Administer and maintain the firm's Microsoft 365 environment, including Exchange Online, Teams, SharePoint Online, OneDrive and associated integrations., • Deliver technology support to investment professionals, senior management and operational staff across the New York office, to a high, proactive service standard., • Own the end-to-end provisioning and deprovisioning process for all New York-based staff, and maintain accurate records of user status and entitlements., • Triage, diagnose and resolve hardware and software issues across Windows and Mac environments, escalating to vendors or third-party support where required., • Maintain the firm's technology asset inventory and manage device lifecycle., • Configure and maintain SharePoint sites, document libraries and permissions structures, contributing to their ongoing development., • Maintain meeting room technology, AV equipment and video conferencing systems — operationally critical given the volume of internal and external calls run by our investment teams., • Document resolutions, maintain configuration records, and develop runbooks for recurring processes, so institutional knowledge is captured systematically., • Flag security and risk concerns to the Technology Delivery Manager and CTO. WHAT WE'RE LOOKING FOR: Education & Qualifications • A degree-level education in Computer Science, Information Systems, Machine Learning, Artificial Intelligence or a related discipline., • Working knowledge of Microsoft 365 administration; familiarity with SharePoint configuration and permissions management is an advantage. Skills & Attributes • Clear written and verbal communication — this role requires sustained interaction with senior professionals across investment and operational functions., • Organised and self-directed, with the ability to manage competing priorities without close supervision., • A genuine interest in technology as a discipline, including current developments in data infrastructure and artificial intelligence., • A mindset suited to a real development pathway — curious, capability-driven, and ready to grow into more advanced data and AI work over time. Languages Fluent English, with superior verbal and written communication skills — essential. Base Salary range: • USD 70,000 – 75,000 per annum (depending on experience), plus bonus and benefits. Our Equal Opportunity Commitment: Capital Dynamics is an Equal Opportunity Employer and is committed to creating a global diverse workforce. We are a global company with 24 nationalities represented across our staff in 14 offices, spanning North America, Europe, the Middle East, and Asia. We believe diversity and inclusion ("D&I") is key to being better at what we do, and our initiatives are designed to attract, develop, and advance talented individuals, regardless of race, sexual orientation, religion, age, gender, disability status or any other dimension of diversity. We welcome and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply to join Capital Dynamics. Please inform our recruitment team if you have a disability, condition or difference that may require us to make any adjustments as part of your application process or during employment. Disclaimer: Due to the volume of applications we receive, we are only able to contact candidates who have been shortlisted for further consideration. If you have not heard from us within two weeks of submitting your application, please assume that your application has not been successful on this occasion. We appreciate the time you have taken to apply and encourage you to monitor our careers page for future opportunities.

\n At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and access to free, year-round money coaches. That’s how we’re UNSTOPPABLE for our employees! \n Job Overview\n \n This role supports retail operations by engaging customers and facilitating their technology and service needs in a fast-paced environment. It involves building proficiency in customer service and sales to provide personalized device and service solutions. The role requires consistent use of digital tools to demonstrate network coverage and service benefits effectively. Success is measured by the ability to build customer relationships, complete training, and contribute to a seamless customer experience. The work impacts the organization by enhancing customer loyalty and supporting team initiatives through effective communication and service delivery.\n Job Responsibilities:\n \n • Develop proficiency in customer service and sales to deliver personalized technology and service solutions that meet customer needs\n, • Utilize digital tools consistently to demonstrate network coverage and service benefits during customer interactions\n, • Complete required training to build knowledge of products, services, systems, and processes for effective customer support\n, • Engage customers by exploring their needs and providing hands-on demonstrations of technology and accessories\n, • Also responsible for other duties/projects as assigned by business management as needed\n \n Education and Work Experience:\n \n • High School Diploma/GED (Required)\n, • 6 months of customer service and/or sales experience, Retail environment. (Preferred)\n \n Knowledge, Skills and Abilities:\n \n • Change Agility (Required)\n, • Communication (Required)\n, • Customer Problem Solving (Required)\n, • Customer Service (Required)\n, • Engaging People (Required)\n, • Multitasking (Required)\n, • Sales (Required)\n \n \n \n • At least 18 years of age\n, • Legally authorized to work in the United States\n \n Travel:\n \n Travel Required (Yes/No): No\n \n DOT Regulated:\n \n DOT Regulated Position (Yes/No): No\n \n Safety Sensitive Position (Yes/No): No\n \n \n Hourly Base Pay: $20.50, plus $5.00 per hour training pay.\n \n Within the first 90 days working at T-Mobile, Mobile Associates receive on-the-job training and are eligible for hourly training pay. Once completed, Mobile Associates promote to the Mobile Expert role and become eligible for an annualized incentive target of $18,000/year. Actual incentives vary based on performance and full-time status. All employees at T-Mobile are guaranteed to earn $20/hour inclusive of base pay and incentives. And since we are ALL owners, EVERY employee at T-Mobile is eligible for an Annual Stock Grant. \n \n At T-Mobile, our benefits exemplify the spirit of One Team, Together! A big part of how we care for one another is working to ensure our benefits evolve to meet the needs of our team members. Full and part-time employees have access to the same benefits when eligible. We cover all of the bases, offering medical, dental and vision insurance, a flexible spending account, 401(k), employee stock grants, employee stock purchase plan, paid time off and up to 12 paid holidays - which total about 4 weeks for new full-time employees and about 2.5 weeks for new part-time employees annually - paid parental and family leave, family building benefits, back-up care, enhanced family support, childcare subsidy, tuition assistance, college coaching, short- and long-term disability, voluntary AD&D coverage, voluntary accident coverage, voluntary life insurance, voluntary disability insurance, and voluntary long-term care insurance. We don't stop there - eligible employees can also receive mobile service & home internet discounts, pet insurance, and access to commuter and transit programs! To learn about T-Mobile’s amazing benefits, check out www.t-mobilebenefits.com. \n Never stop growing! As part of the T-Mobile team, you know the Un-carrier doesn’t have a corporate ladder–it’s more like a jungle gym of possibilities! We love helping our employees grow in their careers, because it’s that shared drive to aim high that drives our business and our culture forward. By applying for this career opportunity, you’re living our values while investing in your career growth–and we applaud it. You’re unstoppable! T-Mobile USA, Inc. is an Equal Opportunity Employer. All decisions concerning the employment relationship will be made without regard to age, race, ethnicity, color, religion, creed, sex, sexual orientation, gender identity or expression, genetic information, national origin, religious affiliation, marital status, citizenship status, veteran status, the presence of any physical or mental disability, or any other status or characteristic protected by federal, state, or local law. Discrimination, retaliation or harassment based upon any of these factors is wholly inconsistent with how we do business and will not be tolerated. Talent comes in all forms at the Un-carrier. If you are an individual with a disability and need reasonable accommodation at any point in the application or interview process, please let us know by emailing ApplicantAccommodation@t-mobile.com or calling 1-844-873-9500. Please note, this contact channel is not a means to apply for or inquire about a position and we are unable to respond to non-accommodation related requests.\n

\n At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and access to free, year-round money coaches. That’s how we’re UNSTOPPABLE for our employees! \n Job Overview\n \n This role supports retail operations by engaging customers and facilitating their technology and service needs in a fast-paced environment. It involves building product knowledge, demonstrating technology solutions, and assisting customers throughout their shopping journey. The role requires developing skills in customer interaction, digital tool usage, and service plan recommendations. Success is measured by customer satisfaction, proficiency in product knowledge, and effective use of digital resources. The work enhances customer experience and supports organizational goals by fostering strong customer relationships and loyalty.\n Job Responsibilities:\n \n • Develop proficiency in customer service and sales to deliver personalized technology and service solutions that meet individual needs\n, • Utilize digital tools to demonstrate network coverage, service plans, and product features to enhance customer understanding and engagement\n, • Complete required training to build knowledge of retail processes, systems, and wireless technology innovations\n, • Collaborate with colleagues across channels to support a seamless customer experience and contribute to team initiatives\n, • Also responsible for other duties/projects as assigned by business management as needed\n \n Education and Work Experience:\n \n • High School Diploma/GED (Required)\n, • 6 months of customer service and/or sales experience, Retail environment. (Preferred)\n \n Knowledge, Skills and Abilities:\n \n • Change Agility (Required)\n, • Communication (Required)\n, • Customer Problem Solving (Required)\n, • Customer Service (Required)\n, • Engaging People (Required)\n, • Multitasking (Required)\n, • Sales (Required)\n, • Teamwork Orientation (Required)\n \n \n \n • At least 18 years of age\n, • Legally authorized to work in the United States\n \n Travel:\n \n Travel Required (Yes/No): No\n \n DOT Regulated:\n \n DOT Regulated Position (Yes/No): No\n \n Safety Sensitive Position (Yes/No): No\n \n \n Hourly Base Pay: $21.50, plus $5.00 per hour training pay.\n \n Within the first 90 days working at T-Mobile, Mobile Associates receive on-the-job training and are eligible for hourly training pay. Once completed, Mobile Associates promote to the Mobile Expert role and become eligible for an annualized incentive target of $18,000/year. Actual incentives vary based on performance and full-time status. All employees at T-Mobile are guaranteed to earn $20/hour inclusive of base pay and incentives. And since we are ALL owners, EVERY employee at T-Mobile is eligible for an Annual Stock Grant. \n \n At T-Mobile, our benefits exemplify the spirit of One Team, Together! A big part of how we care for one another is working to ensure our benefits evolve to meet the needs of our team members. Full and part-time employees have access to the same benefits when eligible. We cover all of the bases, offering medical, dental and vision insurance, a flexible spending account, 401(k), employee stock grants, employee stock purchase plan, paid time off and up to 12 paid holidays - which total about 4 weeks for new full-time employees and about 2.5 weeks for new part-time employees annually - paid parental and family leave, family building benefits, back-up care, enhanced family support, childcare subsidy, tuition assistance, college coaching, short- and long-term disability, voluntary AD&D coverage, voluntary accident coverage, voluntary life insurance, voluntary disability insurance, and voluntary long-term care insurance. We don't stop there - eligible employees can also receive mobile service & home internet discounts, pet insurance, and access to commuter and transit programs! To learn about T-Mobile’s amazing benefits, check out www.t-mobilebenefits.com. \n Never stop growing! As part of the T-Mobile team, you know the Un-carrier doesn’t have a corporate ladder–it’s more like a jungle gym of possibilities! We love helping our employees grow in their careers, because it’s that shared drive to aim high that drives our business and our culture forward. By applying for this career opportunity, you’re living our values while investing in your career growth–and we applaud it. You’re unstoppable! T-Mobile USA, Inc. is an Equal Opportunity Employer. All decisions concerning the employment relationship will be made without regard to age, race, ethnicity, color, religion, creed, sex, sexual orientation, gender identity or expression, genetic information, national origin, religious affiliation, marital status, citizenship status, veteran status, the presence of any physical or mental disability, or any other status or characteristic protected by federal, state, or local law. Discrimination, retaliation or harassment based upon any of these factors is wholly inconsistent with how we do business and will not be tolerated. Talent comes in all forms at the Un-carrier. If you are an individual with a disability and need reasonable accommodation at any point in the application or interview process, please let us know by emailing ApplicantAccommodation@t-mobile.com or calling 1-844-873-9500. Please note, this contact channel is not a means to apply for or inquire about a position and we are unable to respond to non-accommodation related requests.\n

Job Summary \n Neutrino Advisory is looking for a Senior Analytics Engineer to help build modern, scalable, and \n trusted data foundations that enable organizations to make better business decisions. \n In this role, you will design, build, and maintain transformation and semantic layers that convert raw data from enterprise platforms into governed, well-tested, documented, and business-ready datasets and metrics. \n \n You will play a key role in enabling both centralized and self-service analytics, ensuring that analysts, business stakeholders, and AI-enabled tools can access and generate trustworthy insights from enterprise data. The ideal candidate brings strong software engineering discipline to analytics development, including version control, automated testing, code reviews, and continuous integration and deployment. You will work closely with business stakeholders, data engineers, BI developers, and technology teams to establish best practices and deliver high-quality data products. \n \n This is a hands-on senior-level role with opportunities to influence architecture, establish engineering standards, mentor team members, and contribute to Neutrino's growing Data & Analytics practice. \n \n Key Responsibilities \n • Design, develop, and maintain dbt models on Microsoft Fabric, transforming raw source data \n into clean, well-documented staging, intermediate, and mart layers using consistent modeling \n standards and naming conventions. \n • Design and co-own Power BI semantic models, including certified datasets, shared \n measures, and row-level security, ensuring consistent metric definitions across reports, \n dashboards, and self-service analytics. \n • Establish and implement data quality standards through dbt tests, source freshness checks, \n data contracts, monitoring, and alerting mechanisms. \n • Implement software engineering best practices for analytics development, including Git-based \n workflows, pull request reviews, automated CI/CD for dbt and Fabric deployments, and \n environment management across development, testing, and production. \n • Collaborate with business stakeholders, finance, operations, and technology teams to translate \n business requirements into reliable data models, metrics, and analytical solutions. \n • Establish clear documentation for data models, metrics, business definitions, and data \n lineage to enable analysts, business users, and AI-powered tools to discover and confidently \n use enterprise data. \n • Develop and maintain a catalog of certified datasets, business metrics, and data ownership. \n • Optimize data transformation pipelines and semantic models for performance, scalability, and \n cost through incremental loading, partitioning, and efficient query design. \n • Apply appropriate data access controls, privacy protections, security standards, and \n auditability requirements in collaboration with information security and compliance teams. \n • Review technical deliverables, mentor junior analysts and engineers, and promote best \n practices in analytics engineering and data modeling. \n • Contribute to the development of reusable templates, technical standards, frameworks, and \n onboarding documentation. \n • Evaluate emerging tools, technologies, and architectural approaches to continuously improve \n the data and analytics ecosystem. \n • Troubleshoot complex data and pipeline issues, conduct root cause analysis, and \n communicate resolutions and business impact effectively to technical and non-technical \n stakeholders. \n \n Required Knowledge, Skills & Qualifications \n • Bachelor's degree in Computer Science, Engineering, Data Science, Statistics, Information \n Systems, or a related field, or equivalent practical experience. \n • 6+ years of experience in Analytics Engineering, Data Engineering, or Business Intelligence \n development, with demonstrated experience delivering production-grade data models. \n • Advanced SQL skills, including query optimization, dimensional modeling, fact and dimension \n tables, and slowly changing dimensions (SCD). \n • Hands-on experience with dbt in production environments, including modular model \n development, testing, documentation, macros, incremental models, and deployment \n practices. \n • Experience with Microsoft Fabric, including Lakehouse, Warehouse, OneLake, Data Factory, \n and data pipelines, or comparable cloud data platforms such as Snowflake, Databricks, or \n BigQuery. \n • Strong Power BI experience, including semantic model design, DAX, row-level security, and \n governance of shared datasets. \n • Familiarity with AI-enabled analytics tools and the data architecture, governed metrics, \n metadata, and documentation required to support reliable AI-driven insights. \n • Working knowledge of Git, pull request workflows, and CI/CD pipelines using tools such as \n Azure DevOps or GitHub Actions. \n • Proficiency in Python for scripting, automation, and data validation. \n • Experience implementing data quality, testing, monitoring, and observability practices. \n • Ability to translate complex or ambiguous business requirements into clear technical designs \n and communicate architectural decisions and trade-offs effectively. \n • Strong written and verbal communication skills, with the ability to collaborate across technical \n and business teams. \n • Understanding of data privacy, security, governance, and compliance principles. \n \n Preferred Qualifications \n • Experience in financial services, wealth management, banking, healthcare, or other \n regulated industries. \n • Familiarity with CRM, portfolio accounting, financial reporting, or custodial data. \n • Experience building enterprise-scale analytics platforms using Microsoft Azure and Microsoft \n Fabric. \n • Exposure to modern data architecture patterns, including medallion architecture, data lakes, \n lakehouses, and enterprise data warehouses. \n • Experience working with AI-powered analytics, natural language querying, and enterprise data \n governance for AI adoption. \n \n What We Offer \n • Opportunity to work on modern data engineering and analytics transformation initiatives. \n • Exposure to enterprise-scale implementations across Microsoft Fabric, Power BI, Azure, and \n modern data platforms. \n • Opportunity to work with emerging AI technologies and help shape the future of enterprise \n analytics. \n • A collaborative, technology-driven environment with opportunities for continuous learning and \n professional growth. \n • The opportunity to take ownership, influence technical direction, and contribute to building \n Neutrino's Data & Analytics practice. \n \n About Neutrino Advisory \n Neutrino Advisory is a Digital Strategy, Advisory & Marketing Technology firm helping organizations navigate digital transformation through data, cloud, CRM, enterprise platforms, and applied AI. We combine business strategy with technology expertise to build scalable solutions that deliver measurable business outcomes. \n \n \n We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

\n At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and access to free, year-round money coaches. That’s how we’re UNSTOPPABLE for our employees! \n Job Overview\n \n This role supports retail operations by engaging customers and facilitating their technology and service needs in a fast-paced environment. It involves building proficiency in customer service and sales to provide personalized device and service solutions. The role requires consistent use of digital tools to demonstrate network coverage and service benefits effectively. Success is measured by the ability to build customer relationships, complete training, and contribute to a seamless customer experience. The work impacts the organization by enhancing customer loyalty and supporting team initiatives through effective communication and service delivery.\n Job Responsibilities:\n \n • Develop proficiency in customer service and sales to deliver personalized technology and service solutions that meet customer needs\n, • Utilize digital tools consistently to demonstrate network coverage and service benefits during customer interactions\n, • Complete required training to build knowledge of products, services, systems, and processes for effective customer support\n, • Engage customers by exploring their needs and providing hands-on demonstrations of technology and accessories\n, • Also responsible for other duties/projects as assigned by business management as needed\n \n Education and Work Experience:\n \n • High School Diploma/GED (Required)\n, • 6 months of customer service and/or sales experience, Retail environment. (Preferred)\n \n Knowledge, Skills and Abilities:\n \n • Change Agility (Required)\n, • Communication (Required)\n, • Customer Problem Solving (Required)\n, • Customer Service (Required)\n, • Engaging People (Required)\n, • Multitasking (Required)\n, • Sales (Required)\n \n \n \n • At least 18 years of age\n, • Legally authorized to work in the United States\n \n Travel:\n \n Travel Required (Yes/No): No\n \n DOT Regulated:\n \n DOT Regulated Position (Yes/No): No\n \n Safety Sensitive Position (Yes/No): No\n \n \n Hourly Base Pay: $20.50, plus $5.00 per hour training pay.\n \n Within the first 90 days working at T-Mobile, Mobile Associates receive on-the-job training and are eligible for hourly training pay. Once completed, Mobile Associates promote to the Mobile Expert role and become eligible for an annualized incentive target of $18,000/year. Actual incentives vary based on performance and full-time status. All employees at T-Mobile are guaranteed to earn $20/hour inclusive of base pay and incentives. And since we are ALL owners, EVERY employee at T-Mobile is eligible for an Annual Stock Grant. \n \n At T-Mobile, our benefits exemplify the spirit of One Team, Together! A big part of how we care for one another is working to ensure our benefits evolve to meet the needs of our team members. Full and part-time employees have access to the same benefits when eligible. We cover all of the bases, offering medical, dental and vision insurance, a flexible spending account, 401(k), employee stock grants, employee stock purchase plan, paid time off and up to 12 paid holidays - which total about 4 weeks for new full-time employees and about 2.5 weeks for new part-time employees annually - paid parental and family leave, family building benefits, back-up care, enhanced family support, childcare subsidy, tuition assistance, college coaching, short- and long-term disability, voluntary AD&D coverage, voluntary accident coverage, voluntary life insurance, voluntary disability insurance, and voluntary long-term care insurance. We don't stop there - eligible employees can also receive mobile service & home internet discounts, pet insurance, and access to commuter and transit programs! To learn about T-Mobile’s amazing benefits, check out www.t-mobilebenefits.com. \n Never stop growing! As part of the T-Mobile team, you know the Un-carrier doesn’t have a corporate ladder–it’s more like a jungle gym of possibilities! We love helping our employees grow in their careers, because it’s that shared drive to aim high that drives our business and our culture forward. By applying for this career opportunity, you’re living our values while investing in your career growth–and we applaud it. You’re unstoppable! T-Mobile USA, Inc. is an Equal Opportunity Employer. All decisions concerning the employment relationship will be made without regard to age, race, ethnicity, color, religion, creed, sex, sexual orientation, gender identity or expression, genetic information, national origin, religious affiliation, marital status, citizenship status, veteran status, the presence of any physical or mental disability, or any other status or characteristic protected by federal, state, or local law. Discrimination, retaliation or harassment based upon any of these factors is wholly inconsistent with how we do business and will not be tolerated. Talent comes in all forms at the Un-carrier. If you are an individual with a disability and need reasonable accommodation at any point in the application or interview process, please let us know by emailing ApplicantAccommodation@t-mobile.com or calling 1-844-873-9500. Please note, this contact channel is not a means to apply for or inquire about a position and we are unable to respond to non-accommodation related requests.\n

\n At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and access to free, year-round money coaches. That’s how we’re UNSTOPPABLE for our employees! \n Job Overview\n \n This role supports retail operations by engaging customers and facilitating their technology and service needs in a fast-paced environment. It involves building product knowledge, demonstrating technology solutions, and assisting customers throughout their shopping journey. The role requires developing skills in customer interaction, digital tool usage, and service plan recommendations. Success is measured by customer satisfaction, proficiency in product knowledge, and effective use of digital resources. The work enhances customer experience and supports organizational goals by fostering strong customer relationships and loyalty.\n Job Responsibilities:\n \n • Develop proficiency in customer service and sales to deliver personalized technology and service solutions that meet individual needs\n, • Utilize digital tools to demonstrate network coverage, service plans, and product features to enhance customer understanding and engagement\n, • Complete required training to build knowledge of retail processes, systems, and wireless technology innovations\n, • Collaborate with colleagues across channels to support a seamless customer experience and contribute to team initiatives\n, • Also responsible for other duties/projects as assigned by business management as needed\n \n Education and Work Experience:\n \n • High School Diploma/GED (Required)\n, • 6 months of customer service and/or sales experience, Retail environment. (Preferred)\n \n Knowledge, Skills and Abilities:\n \n • Change Agility (Required)\n, • Communication (Required)\n, • Customer Problem Solving (Required)\n, • Customer Service (Required)\n, • Engaging People (Required)\n, • Multitasking (Required)\n, • Sales (Required)\n, • Teamwork Orientation (Required)\n \n \n \n • At least 18 years of age\n, • Legally authorized to work in the United States\n \n Travel:\n \n Travel Required (Yes/No): No\n \n DOT Regulated:\n \n DOT Regulated Position (Yes/No): No\n \n Safety Sensitive Position (Yes/No): No\n \n \n Hourly Base Pay: $20.50, plus $5.00 per hour training pay.\n \n Within the first 90 days working at T-Mobile, Mobile Associates receive on-the-job training and are eligible for hourly training pay. Once completed, Mobile Associates promote to the Mobile Expert role and become eligible for an annualized incentive target of $18,000/year. Actual incentives vary based on performance and full-time status. All employees at T-Mobile are guaranteed to earn $20/hour inclusive of base pay and incentives. And since we are ALL owners, EVERY employee at T-Mobile is eligible for an Annual Stock Grant. \n \n At T-Mobile, our benefits exemplify the spirit of One Team, Together! A big part of how we care for one another is working to ensure our benefits evolve to meet the needs of our team members. Full and part-time employees have access to the same benefits when eligible. We cover all of the bases, offering medical, dental and vision insurance, a flexible spending account, 401(k), employee stock grants, employee stock purchase plan, paid time off and up to 12 paid holidays - which total about 4 weeks for new full-time employees and about 2.5 weeks for new part-time employees annually - paid parental and family leave, family building benefits, back-up care, enhanced family support, childcare subsidy, tuition assistance, college coaching, short- and long-term disability, voluntary AD&D coverage, voluntary accident coverage, voluntary life insurance, voluntary disability insurance, and voluntary long-term care insurance. We don't stop there - eligible employees can also receive mobile service & home internet discounts, pet insurance, and access to commuter and transit programs! To learn about T-Mobile’s amazing benefits, check out www.t-mobilebenefits.com. \n Never stop growing! As part of the T-Mobile team, you know the Un-carrier doesn’t have a corporate ladder–it’s more like a jungle gym of possibilities! We love helping our employees grow in their careers, because it’s that shared drive to aim high that drives our business and our culture forward. By applying for this career opportunity, you’re living our values while investing in your career growth–and we applaud it. You’re unstoppable! T-Mobile USA, Inc. is an Equal Opportunity Employer. All decisions concerning the employment relationship will be made without regard to age, race, ethnicity, color, religion, creed, sex, sexual orientation, gender identity or expression, genetic information, national origin, religious affiliation, marital status, citizenship status, veteran status, the presence of any physical or mental disability, or any other status or characteristic protected by federal, state, or local law. Discrimination, retaliation or harassment based upon any of these factors is wholly inconsistent with how we do business and will not be tolerated. Talent comes in all forms at the Un-carrier. If you are an individual with a disability and need reasonable accommodation at any point in the application or interview process, please let us know by emailing ApplicantAccommodation@t-mobile.com or calling 1-844-873-9500. Please note, this contact channel is not a means to apply for or inquire about a position and we are unable to respond to non-accommodation related requests.\n

About the Position: • Seeking an Infrastructure Project Manager to lead the planning, coordination and installation of technology infrastructure that will transform client’s employee and client experiences., • The role involves the build of Wealth Management Branch offices throughout NY and greater US., • This includes the coordination and installation of voice and data hardware and infrastructure cabling., • The candidate will be responsible for gathering requirements and organizing and coordinating the deployment plan of new core network infrastructure., • This role will lead to the network build, expansion, renovation and/or closure of branch offices.About Candidates:, • A confident and articulate self-starter, • A team player with a high level of commitment and enthusiasm., • Ability to work in a high-pressure environment while juggling multiple tasks., • Excellent attention to detail and organizational skills, • Demonstrates time management, ability to prioritize tasks and to meet deadlines across multiple projects., • Possesses strong interpersonal skills and able to communicate at all levels and influence others., • Displays strong leadership skills, with a proven track record of leading projects at times of change.Requirements:, • Comfortable working on-standard business hours [Friday evenings / Saturdays], • Ability to work on-site 3 days per week, • 10 to 12 years of technology project management experience, • Branch office build, network core infrastructure, switches and routers., • Experience with Cisco hardware and understands how to partner with vendors for installation., • Experience with network installations, • Experience with project lifecycle of network integrations, infrastructure build, data center builds and/or corporate real estate construction projects including floor build outs and business relocations., • Understanding of cabling, corporate services, cable management, • Plan, coordinate, implement, and track deliverables related to the request., • Gather technology requirements and partner with engineering and operations for high level design., • Develop, track and coordinate schedule, • Procure hardware and manage deliveries and delays with vendors, including staging., • Create and Manage the Technology Change Management tickets, • Provide weekly status reports both internally and externally, as required., • Schedule UAT testers and BAU signoffs., • Proficient in Microsoft Word, PowerPoint, SharePoint, Visio, and Project., • Strong Excel, SharePoint, MS project, ServiceNow Skills.Skills Desired:, • CCNA and/or CCNP preferred, • WAN, LAN, • Bachelor’s Degree +, • Must have experience within financial services and/or technical role at a technology hardware vendor., • Data Center Builds, Consolidations, Decommissions, • Technical delivery, implementation management, • Kanban and Agile experienceNote: Pay Range: $XXX - $XXX The specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits including medical, dental, vision and 401K contributions as well as any other PTO, sick leave, and other benefits mandated by appliable state or localities where you reside or work.

Role: Merchandiser Location: New York City (Central) Role Summary We are seeking an experienced Merchandise Planner to join our team based in New York, USA. The ideal candidate will have a wealth of experience in inventory management, forecasting and planning. Responsibilities • Responsible for inventory management including stock levels, replenishment and inventory checks with full understanding, maintenance, and management of own WSSI., • Working strategically to deliver KPI’s including - sell-through rates, GMROI, stock turnover, sales per square foot, markdown and sales strategies., • Produce accurate sales forecasts identifying key trends or opportunities for growth., • Management of the critical path. Coordinating between the Design and Production teams ensuring effective communication and ensuring the key delivery schedule is met., • Develop and implement comprehensive product assortment plans that align with company objectives and market demand., • Execute price setting and perform detailed margin analysis to understand product profitability and identify opportunities for margin improvement., • Identify and raise PO’s in-line with the buying and delivery schedule, • Identify trade opportunities and take appropriate action. Requirements • Minimum of 4 years’ Merchandising experience, • Experience working with suppliers is essential, • Good understanding of Manière De Voir's brand vision and customer profile, • Great understanding of fashion with a keen sense of taste, • Strong communication skills, both verbally and written, • Strong analytical mindset and ability, with proven experience, • Decisive decision-making skills is essential, • Strong computer literacy skills - Advanced excel user with confidence to manipulate data, • Analytical skills - Comfortable working with and strategically analysing data, • Strong commercial awareness - Knowledge of wider marketplace and context of broader business Salary $90,000 - $110,000

JOB DESCRIPTION We are seeking a talented and motivated Associate Product Owner to join the Wealth Management Digital Client Experience & Platforms team, focused on delivering the UDP Dashboard, the new landing page experience for digital platform. The Dashboard will provide clients with a personalized starting point that brings together accounts, portfolio information, holdings, messages, alerts, and key financial tools, while providing intuitive navigation across their experience. In this role, you will help shape and deliver this high-visibility client experience by translating product and UX concepts into detailed user stories and requirements and partnering closely with UX, development, and testing teams through delivery. RESPONSIBILITIES • Create and refine detailed user stories, acceptance criteria, and functional and experience requirements, translating product objectives, UX designs, and stakeholder input into actionable requirements for development and testing teams., • Define and elaborate user journeys, navigation, user flows, workflows, system behaviors, and edge cases to ensure a clear and consistent end-to-end client experience., • Build and maintain a prioritized product backlog, including story creation, refinement, decomposition, dependency identification, and readiness for development., • Partner closely with UX, development, and testing/QA teams throughout the delivery lifecycle to clarify requirements, resolve gaps and defects, and validate that delivered functionality meets the intended requirements and user experience., • Lead and actively participate in backlog refinement and sprint planning, communicating requirements, answering questions, and driving alignment across product and technology teams., • Use AI tools such as Microsoft Copilot and Atlassian Rovo to accelerate requirements analysis, user story creation and refinement, documentation, meeting synthesis, and other product delivery activities., • Collaborate with business, technology, UX, risk, cyber & fraud, legal, compliance, and other stakeholders to gather requirements, identify product gaps, and support successful delivery of digital client experiences. QUALIFICATIONS • 3-5 years of experience as a digital product manager, product owner, business analyst, or equivalent working within an Agile/Scrum software development environment., • Strong experience creating and refining user stories, acceptance criteria, functional requirements, user journeys, and digital experience requirements., • Demonstrated ability to translate UX designs, navigation concepts, business needs, and technical discussions into clear, actionable requirements that can be developed and tested., • Strong experience partnering directly with development and testing/QA teams throughout implementation, testing, defect resolution, and delivery., • Experience with Agile backlog refinement and Jira, including story decomposition, requirement clarification, dependency identification, and story readiness., • Experience using, or demonstrated ability to effectively leverage, AI tools such as Microsoft Copilot and Atlassian Rovo to improve requirements development, analysis, documentation, and product delivery., • Strong analytical, problem-solving, and communication skills, with the ability to synthesize complex or ambiguous information and bridge discussions across Product, UX, Development, and Testing.

Amazing Opportunity to join a top Wealth Mgmt. Group with top-tier financial services. In this position, you will work at one of the best-known global financial services firms and directly support the best-performing High-Net-Worth Wealth Managers. Position Overview: We are seeking an experienced and detail-oriented Registered Client Service Associate (or Senior level) to join an established Wealth Management team at a leading global financial services firm. This role supports Financial Advisors and their clients through personalized service, account onboarding, transaction processing, and day-to-day account management. The ideal candidate is a highly polished communicator who takes ownership of requests, follows through consistently, and enjoys hands-on client service and operational work. Key Responsibilities: Executive Service: • Provide responsive, professional support to clients and Financial Advisors., • Take ownership of client requests from initial inquiry through resolution., • Prepare materials and account information for client meetings and portfolio reviews., • Provide securities quotes and process authorized transactions in accordance with firm policies., • Anticipate service needs and proactively address outstanding items., • Maintain accurate documentation and follow established compliance procedures. Relationship Management: • Serve as a day-to-day point of contact for client inquiries and service requests., • Work closely with Financial Advisors to deliver a consistent, high-quality client experience., • Keep clients and team members informed of account activity, outstanding documentation, and next steps., • Coordinate with compliance, branch personnel, and internal business partners to resolve issues., • Build client trust through clear communication, attention to detail, and reliable follow-through. Operational Service: • Manage account opening and maintenance, including collecting, reviewing, and submitting required documentation., • Coordinate account transfers, retirement account rollovers, and money movement requests., • Process authorized trades across equities, mutual funds, fixed income, and private investments., • Prepare account reports and supporting materials for portfolio reviews., • Track pending requests, resolve processing issues, and ensure timely completion., • Handle daily administrative and operational responsibilities while managing competing priorities. Qualifications: • Active Series 7 and Series 66 licenses, or Series 7, Series 63, and Series 65 licenses, required upon hire., • Ideally 3–5 years of relevant Client Associate or wealth management client service experience; more experienced candidates will also be considered., • Hands-on experience with account opening, documentation, account maintenance, transfers, and transaction processing., • Excellent communication and relationship management skills, with a polished, professional client presence., • Strong organizational skills, attention to detail, and consistent follow-through., • Ability to work independently, take initiative, and own tasks through completion., • Bachelor’s degree or equivalent experience.

Life Insurance Sales Representative Location: Remote (United States) Employment Type: Sales | Flexible Schedule | Performance-Based Compensation Calion Wealth Group, an Equis Financial agency, is hiring life insurance agents looking for a long-term home. In this fully remote sales role, you’ll earn industry-leading compensation and tap into the proven system that built Equis into a $40M/year agency in less than a decade. Responsibilities: • Meet with prospective clients virtually., • Build and maintain professional relationships with clients., • Educate families on life insurance products and financial protection strategies., • Conduct sales presentations and recommend solutions based on each client's needs and goals., • Manage your sales pipeline and maintain accurate client records., • Participate in ongoing sales, product, and leadership development training., • Maintain a high level of professionalism and ethical business practices., • Maintain the required state life insurance license. Qualifications: • Strong communicators with excellent interpersonal skills., • Self-motivated, coachable, and goal-oriented., • Organized with strong time-management skills., • Comfortable working independently while collaborating with a supportive team., • Applicants from all backgrounds are encouraged to apply. What We Offer: • 100% remote work., • Flexible schedule., • The proven Equis Financial sales system used by 1,000+ agents nationwide., • Industry-leading, performance-based compensation, including commissions and bonus opportunities., • Comprehensive onboarding and professional sales training., • One-on-one coaching and ongoing mentorship., • Opportunities for career advancement and leadership development. This is a remote, commission-based opportunity. Flexible schedule. U.S. only. Next Step: Click the apply button to schedule an interview. In the interview, we’ll have a conversation to ensure the opportunity is the right fit for both you and our team. Let’s build something amazing—apply today! #FinancialServices #CareerGrowth #LifeInsuranceSales #RemoteWork #EquisFinancial #IntegrityMarketing #SalesOpportunity #NowHiring #HighPerformanceSales #SalesLife

Job Role: Head of Platform Product About Our Client Established in 2018, our client is one of the world’s leading cryptocurrency exchanges and digital financial platforms, serving over 80 million users across more than 200 countries and regions. Powered by world-class technology and a user-first mindset, they deliver a seamless ecosystem across trading, payments, wealth management, custody, institutional services, and Web3 — connecting users to the future of digital finance. Their core values define how they build. They listen, care and improve to create products and experiences that put users first. Backed by a global team of ambitious builders, problem-solvers, and innovators, they foster a high-performance and fast-moving environment where talent is empowered to drive real impact at the global scale. Supported by 24/7 multilingual customer service and a strong commitment to innovation, they are shaping the future of finance through technology, collaboration, and bold execution. Today, our client is recognized as one of the most trusted and transparent platforms in the digital asset industry, continuing to expand their global presence while building the infrastructure for the next generation of financial services. About the Role We are looking for a Senior Product Leader to join our client's technology leadership team, reporting directly to the CTO. This role will manage and grow the Platform Product organization and extend product ownership across the CTO-line platform product portfolio, including infrastructure-facing product lines such as AI platform, compliance infrastructure, financial cloud, and developer tooling. This is a rare opportunity to shape the product strategy of a global crypto exchange at a pivotal inflection point - transitioning from a high-growth crypto-native platform to a regulated, AI-native financial institution. What You'll Own 1. Platform Product Organization Leadership • Directly manage and develop the Platform Product Group — a 15+ person team spanning compliance site building, payments & assets, CRM, user/security/reach, personalization, and AI product lines, • Drive team health, OKR quality, and delivery rigor across 10+ sub-teams and 200+ active requirements, • Build a high-performance product culture: elevate product thinking from requirement-taking to systems-level ownership; enforce outcome-based OKRs over go-live checklists, • Recruit, develop, and retain senior product talent; proactively manage succession and capability gaps 1. CTO-Line Platform Product Strategy • Own the product vision and roadmap for CTO-line platform product lines, including:, • AI Platform (OpenClaw, AI Gateway, AI Sub-Account, Skills Marketplace, AI Coding infrastructure), • Financial Cloud / Compliance Infrastructure (self-service compliance platform, multi-jurisdiction site building, regulatory data export), • Developer Experience & Internal Tooling (BDOT, CI/CD product layer, AI-native R&D workflow), • Data & Intelligence Platform (knowledge distillation, MCP integration, personalization engine), • Translate CTO-level technical strategy into concrete product roadmaps with measurable business outcomes 1. AI-Native Product Transformation • Lead the platform product team's transition to AI-native product development — 100% AI documentation coverage, AI-assisted requirement analysis, and measurable AI efficiency gains, • Define and drive the killing feature strategy for the AI agent platform: identify the user acquisition hook that converts infrastructure investment into real user growth, • Own the product strategy for intelligent customer service evolution — from reactive article-linking to proactive, fully automated resolution (>80% resolution rate target) What We're Looking For Must Have • 10+ years of product management experience, with at least 5 years in a senior product leadership role managing multi-team product organizations (20+ PMs), • Proven track record building and shipping platform/infrastructure products — not just consumer-facing features; experience with developer platforms, internal tooling, or B2B SaaS is highly valued, • Strong systems thinking: ability to define product architecture, module catalogs, and API contracts — not just user stories, • Experience operating in a regulated or compliance-heavy environment (fintech, banking, crypto, or equivalent); understanding of how regulatory requirements translate into product constraints and opportunities, • Demonstrated ability to drive OKR quality — moving teams from go-live metrics to outcome-based measurement, • Fluency in Chinese (Mandarin) — required for internal communication with engineering teams and business stakeholders Strongly Preferred • Experience with AI product strategy — agent platforms, LLM-powered products, or AI infrastructure products, • Background in financial services technology or crypto/Web3, • Experience managing product teams through organizational restructuring or rapid scaling, • Familiarity with multi-jurisdiction compliance product challenges (KYC/KYB, AML, regulatory data reporting, multi-site architecture), • Track record of defining and launching platform "killing features" — not just maintaining existing product lines Leadership Profile • End-to-end ownership mindset: bridges customer pain points, product design, system architecture, data governance, compliance, and business outcomes — not a handoff-oriented PM, • Prioritization discipline: can narrow scope to the top 5 problems and communicate a clear, credible plan rather than attempting to map everything simultaneously, • Honest communicator: acknowledges unknowns directly; gives specific, actionable feedback to senior engineers and PMs, • Builder, not coordinator: avoids absorbing accountability for all cross-team AI products without authority; focuses on creating genuine new product value Why Join Our Client? Our client is committed to fostering a supportive and enriching work environment. Their benefits include: • Study Growth Fund: They support professional development and continuous learning., • Internal Events: Participate in regular team-building activities, workshops, and events designed to promote collaboration and innovation., • Global Collaboration: Be part of a diverse, international team, working alongside colleagues from around the world., • Career Advancement: Access opportunities for growth and advancement within a rapidly expanding global company., • Internal Mobility: Grow with them - their long-term development is important. They offer internal job opportunities to help build career paths. To Apply: Send your resume in word format to prachi@aaaglobal.co.uk

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking, • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance, • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations, • Location: In-office presence required, • Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience • Education: Bachelor's degree or equivalent skills and work experience, • Licensing: State Life & Health, SIE, Series 7, Series 66, • Personal Attributes: values-driven with a track record of success and accomplishment, • Communication Skills: excellent interpersonal and communication abilities with strong self confidence, • Mindset: entrepreneurial spirit with a desire to positively impact others' lives, • Collaboration: ability to work with and learn from top performers, • Work Authorization: must be authorized to work in the United States Training & Development • FINRA Sponsorship: provided for required FINRA licensing, • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training, • Virtual University: access to Equitable Advisors' Virtual University for continuous learning, • Mentorship: opportunities for joint work and mentorship, • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed, • Leadership Development: access to Leadership Development School for those with management ambition, • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Compensation & Benefits • Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations., • Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $35,500 annually., • Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus., • Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Position Overview Optomi is seeking an experienced MDM Lead Engineer to join our client's Client Master team. This is a senior, hands-on technical leadership role for someone who can serve as the technical owner of the organization's Master Data Management (MDM) platform and drive initiatives from design through implementation and production support. The ideal candidate will have strong expertise in Semarchy xDM and enterprise Master Data Management, along with a solid background in data engineering, SQL, data analysis, and technical team leadership. This individual will work closely with business stakeholders, architects, product owners, data stewards, and engineering teams to develop scalable solutions, solve complex data challenges, and ensure successful delivery. Important: Candidates must be able to travel to NYC frequently. Key Responsibilities • Own and drive MDM initiatives from requirements gathering and solution design through implementation and production support., • Provide hands-on technical leadership to onshore and offshore engineering teams., • Design, review, and guide technical solutions, data models, SQL, pipelines, and implementation approaches., • Analyze complex data issues, identify anomalies, perform root-cause analysis, and drive data quality improvements., • Translate business requirements into scalable and maintainable technical solutions., • Understand source data, business processes, and downstream integrations beyond the MDM application itself., • Manage competing priorities while balancing architecture, engineering, data analysis, team leadership, and stakeholder engagement., • Communicate technical concepts and solutions to business stakeholders, senior technology leaders, and engineering teams., • Identify opportunities to leverage modern engineering practices and AI-native approaches to improve data quality, automation, and engineering productivity. Required Qualifications • 10+ years of relevant engineering and data experience., • Strong hands-on experience with Semarchy xDM., • Deep understanding of MDM concepts, including:, • Match/merge and survivorship, • Golden records and hierarchies, • Data quality and stewardship, • Workflows and publishing/integration patterns, • Proven experience implementing enterprise MDM solutions end-to-end., • Strong SQL, data profiling, and data analysis skills., • Solid data engineering experience building and supporting production-grade data pipelines., • Experience with modern data technologies such as:, • Snowflake, • Azure and Azure Data Factory (ADF), • dbt and Fivetran, • Python and APIs, • Comparable cloud and data engineering technologies, • Strong understanding of data modeling, governance, metadata, lineage, and stewardship., • Ability to provide hands-on technical direction and make independent technical decisions., • Experience reviewing technical designs, data models, SQL, pipelines, and code., • Strong problem-solving skills with an emphasis on identifying root causes rather than temporary fixes., • Excellent written, verbal, and presentation skills., • Ability to communicate effectively with Product Owners, Data Stewards, business stakeholders, architects, and senior technology leaders., • Strong ownership mindset with the ability to take ambiguous problems and drive them through completion. Preferred Qualifications • Financial Services, Asset Management, Wealth Management, or Capital Markets experience., • Experience with Client, Customer, Organization, Contact, Account, Party, or similar master data domains., • Salesforce integration experience., • Experience modernizing or re-architecting existing MDM implementations., • Experience integrating MDM platforms with cloud data warehouses, operational systems, APIs, and downstream analytical platforms., • Interest or experience in AI-native approaches to data quality, automation, and engineering productivity. Ideal Candidate Profile The ideal candidate is a hands-on individual contributor and technical lead who can understand business problems, dive deeply into data, design effective solutions, guide engineering teams, and communicate confidently with stakeholders. This person should be capable of independently owning and executing MDM initiatives with minimal oversight while improving the technical quality and overall effectiveness of the broader team. Top Priority: Strong Semarchy xDM expertise combined with hands-on enterprise MDM implementation, SQL/data analysis, and technical leadership experience

Financial Professional Build a career that’s designed to last. For over 180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations. As a Financial Professional*, you’ll play a direct role in helping people protect what matters and plan for their future, while building a practice of your own with the backing of a Fortune 100 company. What You’ll Do • Develop your own client base through networking, referrals, and community involvement, • Build relationships and guide clients through key financial decisions (retirement, protection, education planning), • Offer tailored solutions across insurance and financial products, • Grow your knowledge and skills through ongoing training and real-world experience What Sets This Role Apart • Be Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses., • Training & Support: Structured onboarding, licensing support, ongoing coaching and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials., • Financial Support: Training subsidy available for eligible candidates during early stages, • Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content., • Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. This range allows you to develop tailored strategies to help clients and their families achieve their financial goals., • Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services². What We Look For • Self-motivated individuals who take initiative, • Strong communicators who enjoy building relationships, • Coachable and open to feedback, • Interested in long-term learning and growth, not just a short-term role Compensation & Benefits • You have the power to determine your own income with our commission-based compensation³, • In 2024, the average income of our financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555⁴. Individual agent performance will determine your income., • Benefits for eligible full-time agents include medical, dental, life and long-term disability coverages, 401(k), and pension⁵ For more information about commission-based income and benefits for financial professionals, please follow this link: _ Take the Next Step If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation. About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. We’re proud to be recognized by the following organizations⁶: • Fortune (2026): World’s Most Admired Companies, • Handshake (2026): Early Talent Award, • Seramount (2025): 100 Best Companies for Workplace Programs The results we’ve delivered for our clients⁷ include: • 5 million policyowners protected, • $1 billion in lifetime annuity income paid, • $7.8 billion in living benefits awarded (dividends not guaranteed), • $1.2 trillion in life insurance protection in force⁸, • #1 largest mutual insurer in the U.S.⁹ *The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life subsidiary., 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change., 3. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, first year commissions on any sales you made will be paid to you in a lump sum at the end of your PTAS contract period. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract., 4. Based on 2024 company data for 8,136 agents operating under our N9 and N8 Agents Contracts, without persistency bonus, who were active as of December 31, 2024. N9 contracts were issued to new financial professionals from April 2004 through February 2026. N8 contracts were issued to new financial professionals prior to April 2004. N10 is the current contract for new financial professionals beginning March 2026. Contracts determine your compensation and benefits. New York Life reserves the right to amend agent contracts, in whole or in part, at any time. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Not all debits are included in the average income figures above. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied, except that Agents operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full-time agent’s contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period., 5. This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Eligibility requirements and plan provisions vary by contract type and production levels. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The Company reserves the right to amend or terminate the benefit plans described herein at any time and for any reason., 6. A full list of our awards is available here: _., 7. Figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2025., 8. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,264.5 billion at December 31, 2025 (including $193.7 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company’s total surplus that is available, following each year’s operations, for distribution in the form of dividends. Dividends are not guaranteed. Intercompany transactions have been eliminated in consolidation., 9. Based on revenue as reported by Fortune magazine June/July 2025 (New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity) New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply SMRU 8914120 (Exp.04/30/2027)

Senior Strategic Advisor, DAF & Philanthropic Capital Six-Month Fractional Consulting Engagement | Remote | NYC, Washington, DC or Chicago preferred Help turn philanthropic capital into economic mobility Across the United States, established small businesses create jobs and anchor communities—yet too many growth-minded owners lack the guidance, networks and appropriate capital needed to scale. Founders First Community Development Corporation (FFCDC) exists to change that. We equip underinvested entrepreneurs with practical capacity-building, funding readiness and connections that help their businesses grow toward the mid-market. We have already raised approximately $5 million through donor-advised funds (DAFs). Now we are seeking a senior, well-connected fundraising professional to expand that success—introducing donors to measurable economic mobility opportunities in the regions and among the types of business owners they care most about. This is a relationship-development and major-gifts execution assignment. The successful advisor will generate dozens of qualified donor appointments and help turn strong philanthropic alignment into timely commitments—not simply deliver a fundraising plan. About Founders First CDC Founded in 2015 in San Diego by serial entrepreneur Kim Folsom, FFCDC is a 501(c)(3) nonprofit and national economic mobility platform, originally launched as LIFT Development Enterprises. It has grown into one of the largest nonprofit accelerators serving underinvested, service-based small businesses in the United States. FFCDC focuses on established businesses—not startups—including those led by veterans, women and low- to moderate-income entrepreneurs, with revenues from $100,000 to $3 million or more and ambitions to scale toward the mid-market. Through the end of 2024, FFCDC served 3,686 companies across 20 states, supported the creation of 2,119 full-time jobs (59% at premium wages of $50,000+ with benefits), and helped member companies secure $106 million in external capital. In 2024 alone, FFCDC served more than 1,650 companies across 18 states through 74 program cohorts. Its programs include Passport to Funding, Passport Premium, FastPath and Zebra Leadership, complemented by targeted grant programs such as the Kitty Fund and Stephen L. Tadlock Fund. The organization reports $1.85 million in grants and prizes distributed to date and substantial revenue growth among program participants. FFCDC operates alongside affiliated Founders First Capital Partners, which provides alternative financing to a similar small-business market; the nonprofit’s role centers on education, readiness, capacity building and grant-supported economic mobility. The opportunity: expand on proven DAF success The advisor will help advance a $2 million DAF growth initiative within FFCDC’s broader fundraising effort, with an engagement-level objective of sourcing and advancing $1 million or more in philanthropic commitments. This work will build on existing DAF donor enthusiasm while developing new relationships through ImpactAssets, Fidelity Charitable and comparable donor/advisor ecosystems. Platform access alone is not the strategy: personal introductions, donor-centered cultivation and trusted networks are essential. The campaign will connect to the Economic Mobility Council—convened by Founders First—and to regional Capital Activation Experience (CAE) gatherings. Women Who Fund America (WWFA) provides a storytelling and relationship-building platform to engage aligned capital allocators. Who should pursue this engagement We especially welcome an established independent fundraising professional or senior boutique-firm principal who is already leading active fundraising initiatives and has room to add this complementary assignment. The right advisor brings a current, relevant network and can begin generating meaningful introductions immediately; this is not intended as a full-time position or a ground-up prospecting assignment. Core mandate: generate qualified donor conversations The advisor’s most important contribution is consistent access to philanthropists who are excited to see direct, measurable outcomes—particularly in the geographic regions and among the veteran-, women-, and other underinvested business-owner communities they prioritize. · Originate, secure and help complete 30–40 qualified donor/advisor appointments during the six-month engagement, with a strong emphasis on $50,000+ DAF potential and $100,000+ leadership opportunities. · Activate existing DAF relationships, identify renewal and upgrade opportunities, and secure warm introductions to new donor families, advisors and funders. · Connect donor motivations to specific FFCDC programs, regional economic mobility priorities and measurable outcomes; prepare tailored donor briefs and clear asks. · Build a disciplined moves-management pipeline from introduction to discovery, proposal, commitment and receipt; document relationship ownership and next actions. · Partner directly with the founder/board chair and FFCDC leadership on anchor-donor meetings, follow-up and closing strategies. · Recruit and cultivate prospective Economic Mobility Council founding and regional participants; integrate appropriate donor meetings with CAE gatherings and WWFA convenings. · Explore donor-education and referral opportunities through ImpactAssets, Fidelity and philanthropic-advisor communities without assuming platforms will directly market FFCDC. What counts as a qualified appointment A completed, substantive conversation with a named donor, donor decision-maker or trusted advisor who has (1) a credible ability to influence or recommend a meaningful DAF grant, (2) demonstrated interest in economic mobility, entrepreneurship, quality jobs or a relevant region/population, (3) a warm or permission-based introduction path, and (4) a documented next action and expected giving horizon. Introductory networking calls without these attributes will be tracked separately. Experience and relationships required · Demonstrated personal role in originating and closing $1 million or more in cumulative DAF-supported gifts, including individual gifts of $100,000 or more. · Active relationships with DAF donors, family offices, RIAs, wealth managers, philanthropic advisors and/or community foundations; relevant ImpactAssets experience strongly valued. · Ability to describe specific prior fundraising outcomes and credible access paths while respecting donor privacy and confidentiality. · Experience with capital campaigns, major-gift proposals, cultivation, solicitation and timely moves management. · Comfort translating impact measurement and place-based priorities into persuasive donor conversations. · Capacity to integrate this project with an existing fundraising consulting portfolio, coordinate across leadership and travel selectively for high-value convenings. Engagement structure Six-month independent consulting engagement, approximately 20 hours per week. Target allocation: 30% strategy, donor positioning and coordination; 70% external business development, appointments, solicitation support and execution. Remote, with a preference for New York City, Washington, DC or Chicago. Proposed fixed consulting fee: $75,000 total ($12,500 per month), with reasonable pre-approved travel handled separately. No percentage-based fundraising compensation. Milestones and success measures This is an outcomes-oriented engagement. Goals below are planning targets, to be calibrated against the actual donor portfolio and campaign timing at kickoff. First 30 days Audit prior DAF giving; prioritize donors and advisors; launch appointment outreach; build a stage-based pipeline and region/donor-interest matching framework. By day 60 Complete initial donor discovery meetings; secure introductions from past DAF supporters; advance tailored opportunities and early leadership asks. By day 120 Target 20–25 completed qualified appointments; 10–15 leadership proposals/asks; $5M+ qualified pipeline; $750K–$1M in active solicitation or commitment stages. By month six Target 30–40 completed qualified appointments; meaningful donor/council activation; source and advance $1M+ in commitments toward the $2M DAF initiative. Performance dashboard Review biweekly: warm introductions requested/secured; appointments scheduled and completed; qualified donor opportunities by region, program interest, potential amount and stage; proposals and asks; commitments and dollars received; donor and advisor referral sources; Economic Mobility Council engagement; and next-step completion rates. How we will work together The advisor will lead relationship sourcing, qualification, meeting preparation, follow-up and pipeline accountability. The FFCDC founder/board chair will participate in priority leadership conversations and major asks. The internal team will support program evidence, scheduling, stewardship, proposal materials and gift administration. Any investment-related discussion involving the affiliated for-profit entity will be handled separately from FFCDC charitable solicitations and with appropriate compliance review. How to express interest Please submit a concise qualifications statement or letter that includes: examples of DAF gifts of $100,000+ you helped originate and close; relevant donor/advisor networks and how you would activate them; current consulting portfolio and capacity; and your proposed approach to generating qualified appointments within the first 60 days. Send to: FFCDC welcomes experienced independent consultants and senior principals of boutique philanthropic advisory firms. Selection will consider demonstrated access, execution capability, mission alignment and fit with this fractional engagement.

Please share your resume to suman.dabbeta@yoh.com Suman Dabbeta | Sr. Recruiter | Yoh https://www.linkedin.com/in/sumandabbeta/ Data Analyst- US Wealth LOCATION: BOSTON/NYC/CHICAGO - onsite 3-4 days per week Client will not sponsor for this role MUST HAVE • 5+ years of experience in Global and or U.S. wealth distribution enablement, platform onboarding, or product operations within an asset manager, fund administrator, or major distributor., • Experience with FA Data packs, market data providers like but not limited to Broadridge or SS&C highly desirable., • Strong understanding of Global and or U.S. wealth channels, including wirehouses, independent brokerdealers, and RIA platforms. Experience with alternative investment products (’40 Act alternatives, interval funds, private markets wrappers, tender offer funds, etc.) a plus., • Familiarity with investment data, fund administration processes, and operational requirements for bringing new products to the wealth channel. Ability to translate operational insights and data into commercial recommendations., • Excellent communication skills and the ability to work cross functionally with senior stakeholders., • Strong analytical, organizational, and project management capabilities. We are seeking a motivated, commercially minded professional to join our Wealth Distribution Enablement Team. In this role, the candidate will support the operational lifecycle of onboarding new distribution partners and investment products across key channels, including wirehouses, independent brokerdealers, RIAs, and platform providers. A major focus of this position is using data to inform decisions — helping leaders and sales professionals understand channel dynamics, prioritize opportunities, and ensure our products are launched and positioned effectively across the U.S. wealth ecosystem. The candidate will be expected to bring a strategic, data?driven approach — analyzing trends, extracting insights, and helping translate insights into commercial actions that expand product reach and support business growth. RESPONSIBILITIES • Define and lead the end?to?end strategy for onboarding new distributors and products at scale, including wirehouses, broker?dealers, and other wealth distribution platforms., • Source and onboard strategic third?party data providers, including FA data packs. Partner with vendors such as Broadridge, SS&C, and other specialized providers to deliver insights that inform commercial opportunities., • Provide insights on distributor and product KPI’s, platform requirements, and operational feasibility to support strategic decision?making., • Coordinate operational setup across selling agreements, data connectivity, platform requirements, and compliance documentation., • Serve as an enablement liaison between internal teams (Sales, Product, Finance, Compliance, Technology) and external distribution partners., • Partner with fund administrators, product teams, and transfer agents to ensure new funds are operationally ready for distribution., • Lead ongoing enhancements to support product changes, new share classes, and platform updates. Analyze distributor platform dynamics, product gaps, and competitive positioning to help inform opportunity sets for sales leadership and sales teams., • Manage investment data flows required for distributor platforms, flows, holdings, characteristics, and regulatory data., • Ensure accuracy and timeliness of data delivery in partnership with data management and fund administration teams., • Maintain strong governance around distributor operations, including documentation, controls, and risk management. Estimated Min Rate: $60.00 Estimated Max Rate: $70.00 What’s In It for You? We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include: • Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week), • Health Savings Account (HSA) (for employees working 20+ hours per week), • Life & Disability Insurance (for employees working 20+ hours per week), • MetLife Voluntary Benefits, • Employee Assistance Program (EAP), • 401K Retirement Savings Plan, • Direct Deposit & weekly epayroll, • Referral Bonus Programs, • Certification and training opportunities Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply. Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process. For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice: https://www.yoh.com/privacy-notice Stay Safe During Your Job Search Fraudulent recruiting communications have become increasingly common. Emails from Yoh recruiters will only come from an @yoh.com email address. Yoh will never ask candidates to pay fees, purchase equipment, send gift cards, or transfer funds as part of the recruiting or hiring process. If you receive a communication that appears suspicious or requests payment, contact Yoh directly before responding or sharing personal information.

The CUSO Compliance Risk Management Officer will support the BPCE/Natixis Combined U.S. Operations (CUSO) and CIB Compliance teams in managing, reviewing, and enhancing the Compliance Risk Management Program. This includes the risk appetite framework, compliance risk governance, and risk assessment processes. The role covers General Compliance Risk Assessments (GCRAs) and Financial Crimes Risk Assessments, including assessments related to anti-money laundering, sanctions, anti-bribery and corruption, and anti-fraud. It also supports compliance risk governance activities, including management committees and risk reporting. For CIB, the officer will coordinate each stage of the GCRA process and help improve its design, methodology, and execution. Responsibilities include implementing program enhancements, managing data in relevant risk assessment systems, and conducting quality assurance on selected program elements. Across BPCE/Natixis CUSO entities, the officer will review and consolidate risk assessment results to support presentations to management and the Board. Assessments may cover emerging risks; business and risk profiles; risk taxonomies; annual compliance action plans; controls and control-testing plans; regulatory and supervisory trends and priorities; and training plans. The officer will also monitor regulatory developments and assess their applicability to CUSO entities, helping ensure effective oversight of compliance risks. The officer will strengthen and maintain the firm’s risk appetite framework by managing CIB Americas Compliance Committees and related governance processes. This includes preparing committee materials and reviewing, analyzing, and presenting Compliance management information system (MIS) and key risk indicator (KRI) reporting. The officer will also support CUSO Compliance projects and initiatives at the request of the CUSO Secretary General, the Head of CUSO Compliance, or the Head of Governance and Reporting. As appropriate, the officer will contribute to other day-to-day CUSO Compliance activities, including compliance risk monitoring and reporting; policy and procedure reviews; CUSO entity integration; and regulatory and audit engagements. Essential Duties and Responsibilities • Recommend ways to improve and streamline practices, policies, processes, standards, and methodologies, taking into account consistency across risk programs, regions, and businesses., • Coordinate with BPCE/Natixis Head Office and other Natixis regions on global and local matters affecting risk assessments and the Risk Management Program, ensuring that U.S. perspectives and needs are represented., • Develop tactical solutions to address immediate needs, and partner with IT and other stakeholders to identify third-party software or design strategic tools and systems that enhance the Risk Assessment and Risk Management Program., • Recommend updates to related policies and procedures as program methodologies and practices evolve., • Collect and analyze in-scope risk assessment and MIS/KRI data, conduct quality assurance as appropriate, and consolidate results across CUSO for reporting to senior management and the Board., • Coordinate with relevant Compliance groups to review, analyze, and communicate regulatory or business changes that may affect the Risk Assessment or Risk Management Programs., • Work with Compliance groups to ensure that action items arising from CUSO Compliance risk assessments are incorporated into relevant Compliance plans and implemented within appropriate time frames., • Support accurate reporting to senior management and regulatory authorities, including committee materials, regulatory examination support, and MIS reporting., • Contribute to activities shared across Compliance teams, including internal audits and examinations, by consolidating updates and reporting and promoting consistency across functions., • Support the development and maintenance of the compliance risk management framework, including the risk appetite framework; conduct analyses, document findings, and prepare materials for senior management as needed., • Identify and monitor, or escalate, significant CUSO Compliance themes, trends, and issues, including regulatory developments, issue management, and other cross-functional topics. Qualifications • At least 10 years of relevant experience., • Bachelor’s degree required; advanced degree preferred., • Experience developing and conducting enterprise-wide and compliance risk assessments in wholesale banking., • Strong knowledge of banking and financial services, including wholesale banking products and markets such as project finance, aviation finance, trade finance, fixed income, foreign exchange, equities, commodities, and derivatives., • Understanding of U.S. regulatory compliance and the ability to assess new regulatory requirements., • Experience in legal or regulatory consulting, wealth management, or both is a plus., • Strong IT development and data analytics skills, including proficiency in Excel, Power BI, and other Microsoft Office applications., • Effective oral and written communication skills, including the ability to present information and work with colleagues and stakeholders at all levels., • Strong organizational and project management skills, with the ability to work independently, manage competing priorities, and meet deadlines., • Collaborative, proactive approach and ability to work effectively across teams, business lines, and jurisdictions., • Fluency in English; French is a plus. The salary range for this Director-level position will be between $180,000 - $225,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance.

Head of Engineering - Fintech/Banking New York, NY | Hybrid (3–5 days/week) $200,000–$250,000 Base + 15% Target Bonus + Up to 0.75% Equity About the Company Shields Group Search is partnering with an innovative fintech company building an open architecture private banking platform serving independent wealth managers. Our client's team partners with leading non-bank financial institutions, including investment advisors, insurance carriers, and family offices in the United States, to deliver cash management, credit, and enterprise-grade analytics to wealthy individuals and families. About this Position The Head of Engineering will lead the development of the entire stack across our client's web application, backend systems, and core infrastructure. This is a hands-on leadership role: we are looking for someone with superior coding ability who wants to continue to write code, architect core systems, and mentor a talented team of engineers. AI is central to this role: you will use and build at the frontier of AI/ML in finance to drive innovation across our client's private banking infrastructure. We expect the ideal candidate to have 10–15 years of experience developing enterprise applications at a bank, ideally in private banking, commercial banking, or payments. Startup experience is preferred. Above all, the ideal candidate must have the technical and commercial aspirations to build an enterprise-grade banking platform. The base salary will range from $200,000 to $250,000, with a target cash bonus equal to 15% of the base and an initial equity grant of up to 0.75%. We also offer a comprehensive benefits package, including health, dental, and vision coverage, as well as a 401(k). This is a hybrid position based in New York, NY, reporting directly to the CEO. The ideal candidate will be in the office three to five days a week. Responsibilities • Manage a team of highly skilled engineers with frontend, backend, and infrastructure responsibilities., • Maintain the platform's security, including SOC 2 compliance across multiple Trust Services Criteria and building/managing required infrastructure for our cybersecurity roadmap., • Enforce the firm’s regulatory policies and procedures., • Develop applications across web, mobile, and API interfaces., • Develop platforms for end users, partners, and internal stakeholders., • Recruit and maintain a pipeline of engineers capable of delivering innovative, world-class solutions using Next.js, Typescript, FastAPI, Python, AWS, Terraform, and other technologies as we expand our stack., • Oversee full-stack development, database engineering, DevOps, QA automation, security, and IT/Hosting., • Establish efficient processes for software development and continuous delivery., • Maintain connectivity between our internal architecture, sponsor bank(s), and lenders. Expectations for the First Six Months • Conduct a hands-on review of the codebase, including developing a clear understanding of all key primitives., • Audit our agentic engineering workflows and define a strategy for their continued development., • Take ownership of key deliverables, including hands-on development, architectural and system design, and quality assurance., • Develop a clear understanding of our vendor integrations, including third-party risk management duties., • Take ownership of all compliance frameworks, starting with SOC 2 and PCI DSS. Required Skills/Experience • B.S. or Graduate Degree in Computer Science/Engineering or a related field., • 10–15 years of experience developing enterprise applications at a bank, ideally in private banking, commercial banking, or payments; startup experience strongly preferred., • 2+ years of management experience., • Expertise in modern web stacks, cloud platforms, microservices/monolith frameworks, APIs, automated testing, and security., • A desire to use and build at the frontier of AI/ML solutions in finance, driving innovation in private banking infrastructure, with hands-on experience across modern AI/ML platforms., • Broad knowledge of software/web development techniques, processes, methods, and best practices., • Technical and commercial aspirations to build an enterprise-grade banking platform., • Superior coding ability, with a demonstrated track record of writing production-quality code., • A desire to remain hands-on, to continue to write code, architect core systems, and mentor and grow a talented team of highly skilled engineers., • Passion for creating best-in-class products and user experiences., • Excellent communication and interpersonal skills to effectively lead and motivate teams., • Proven experience and strong understanding of traditional finance and/or fintech infrastructure. This is an opportunity to architect a state-of-the-art platform and build/lead a talented engineering team.

Assistant Director, Major Gifts Reports to: Senior Director of Development Salary: $115,000–$125,000, with annual performance bonus up to $10,000 About NADAP Since 1971, NADAP has helped New Yorkers overcome barriers to health, employment, recovery, and economic stability. Serving over 35,000 individuals annually across New York State, NADAP delivers workforce development, care management, health insurance enrollment, behavioral health navigation, and other services that address the social determinants of health. As the organization continues to diversify beyond its historic government funding base, philanthropy is becoming an increasingly important driver of innovation, growth, and long-term sustainability. The Opportunity This is an opportunity to build a major gifts program. Reporting to the Senior Director of Development and working in close partnership with the CEO, the Assistant Director of Major Gifts will help shape NADAP's individual philanthropy strategy, expand relationships with high-net-worth individuals, family foundations, and philanthropic advisors, and meaningfully increase unrestricted support. The successful candidate will be a strategic fundraiser who enjoys creating new opportunities, building systems, and collaborating with executive leadership. While an existing donor network is welcome, equal value will be placed on candidates with a demonstrated ability to identify, cultivate, solicit, and steward new philanthropic relationships. Primary Responsibilities • Strategic Leadership, • While this is an individual contributor role, this position will help develop and execute NADAP's multi-year major gifts strategy., • Build a sustainable pipeline capable of generating $500,000+ annually in unrestricted individual giving over time., • Identify new philanthropic markets, family foundations, donor-advised fund opportunities, and leadership giving prospects., • Major Gift Fundraising, • Personally manage a portfolio of approximately 100–150 high-capacity prospects., • Lead cultivation, solicitation, stewardship, and multi-year giving strategies for gifts of $1,000–$100,000+., • Partner with executive leadership on complex solicitations and transformational gifts., • Board & Executive Engagement, • Develop engagement strategies leveraging the Board, Advisory Board, CEO, and senior leadership., • Prepare donor briefings, proposals, stewardship plans, and cultivation events., • Data, Technology & AI, • Use EveryAction (or similar CRM) to manage moves management, forecasting, reporting, and donor segmentation., • Leverage AI and modern fundraising technology to enhance prospect research, wealth intelligence, donor communications, portfolio optimization, briefing preparation, and strategic decision-making while maintaining thoughtful human relationship management., • Evaluate emerging digital marketing and fundraising technologies that improve productivity and donor engagement., • Communications, • In collaboration with the Senior Director of Development, marketing, and our partners and influencers, produce compelling donor proposals, impact reports, stewardship materials, and campaign messaging. Qualifications • 7+ years of progressively responsible fundraising experience; major gifts leadership preferred., • Demonstrated success securing five- and six-figure gifts and building or expanding major gifts programs., • Experience partnering with CEOs, Boards, and influential volunteers., • Exceptional relationship-building, communication, and strategic planning skills., • Experience with fundraising CRMs and data-driven portfolio management., • Comfort integrating AI-enabled research, writing, analytics, and productivity tools into fundraising workflows., • Knowledge of the New York philanthropic community preferred., • Passion for advancing health equity, workforce development, recovery, and economic opportunity., • Able to attend occasional night and weekend events with advance notice., • Able to work a hybrid schedule; up to 2 remote days/week. Why Join NADAP? • Play a foundational leadership role in building one of New York's next-generation major gifts programs., • Work directly with an engaged CEO and Senior Director of Development committed to investing in philanthropy., • Help diversify revenue and expand services that improve the lives of thousands of New Yorkers each year., • Competitive salary, comprehensive benefits, retirement plan, generous paid time off, and hybrid work flexibility.

3-month busy season contract - Hybrid model - even one day a week is okay! JOB DESCRIPTION Join a leading Big 4 public accounting firm's Asset & Wealth Management (AWM) practice for the upcoming audit busy season. This role is ideal for experienced external auditors who have worked with investment management clients and are comfortable owning audit areas, leading client interactions, and delivering high-quality audit work in a fast-paced environment. You will support sophisticated AWM clients, including hedge funds, private equity funds, mutual funds, venture capital funds, and real estate investment vehicles. The ideal candidate comes from the big 4 and has 5 years of recent of experience auditing hedge funds, private equity funds, mutual funds, or investment managers, plus valuation testing and ASC 820 exposure. REQUIRED SKILLS AND EXPERIENCE Bachelor's degree in Accounting 5+ years of external audit experience Experience auditing Asset & Wealth Management clients, including: Hedge Funds Private Equity Funds Mutual Funds Venture Capital Funds Real Estate Investment Funds Experience leading audit planning and execution phases Strong client-facing communication skills Hands-on valuation testing experience Knowledge of: U.S. GAAP ASC 820 Fair Value Measurement Investment Company Accounting Experience utilizing audit technology and analytics tools such as: Aura CaseWare Alteryx DataSnipper Power BI IDEA Ability to clearly articulate how technology, automation, or AI-enabled tools have improved audit execution and efficiency NICE TO HAVE SKILLS AND EXPERIENCE Big 4 audit experience (PwC, EY, Deloitte, or KPMG) CPA license or active pursuit of CPA certification Experience working on large, complex investment management engagements

About 26North 26North is a next-generation, integrated, multi-asset class investment platform, founded by Josh Harris. 26North provides investment advice and opportunities to its clients related to a variety of investment strategies, including, but not limited to, Private Equity, Private Credit, and Insurance and Reinsurance solutions. Josh Harris and the 26North team bring decades of experience managing third party capital to help clients achieve their financial goals while leaving a lasting impact on the communities they serve. As of June 30, 2026, 26North has approximately $38 billion in assets under management. For more information, visit us at _. Job Description 26North is recruiting a Senior Associate, Private Credit Product Management – Commercial Real Estate Credit to join our Private Credit Product Management team in New York, which is embedded with the firm’s Private Credit investment teams. The role combines product expertise, client engagement, and strategic execution. You will serve as a subject matter expert on the firm’s commercial real estate credit strategies, acting as a bridge between the investment team and investors. The firm’s commercial real estate credit strategy invests predominantly in senior mortgage loans on cash-flowing properties, with the flexibility to pursue mezzanine loans, preferred equity, bespoke bridge financings, and CMBS and SASB securities across primary originations and secondary market acquisitions. You will help position the strategy for institutional, insurance, and private wealth investors and support its continued growth. Responsibilities Product Management & Positioning • Lead product management initiatives for the firm’s commercial real estate credit strategies and vehicles, including market research, content creation, and competitive positioning, • Partner with investment leadership to refine product structures around client needs, • Maintain a detailed understanding of the commercial real estate credit landscape, including competitive dynamics, property-sector fundamentals, product trends, and market conditions Client Engagement & Fundraising Support • Lead the creation of fundraising and marketing materials, including pitchbooks, DDQs, and RFPs, • Provide commercial insights to support fundraising efforts, sales initiatives, and strategic account planning in partnership with the Business Development team, • Serve as a knowledgeable representative of the firm’s commercial real estate credit capabilities in interactions with institutional, insurance, and private wealth investors Content, Data & Collaboration • Translate portfolio and loan-level information into clear investor updates and responses to diligence requests, • Develop thought leadership pieces, market commentary, and external communications to strengthen the firm’s brand, • Maintain and improve data management systems for diligence trackers, investor pipelines, and content libraries, • Collaborate with legal, compliance, finance, and operations teams to ensure smooth execution of new products Qualifications Experience • 4–7 years of experience in commercial real estate credit, gained through investing, product management, investor relations, or capital raising roles, • Strong knowledge of commercial real estate debt structures, credit dynamics, and market conventions across senior mortgages, mezzanine, preferred equity, and CMBS and SASB, • Proven ability to support successful fundraising initiatives with institutional, insurance, or private wealth investors, • Experience working with insurance investors or insurance-oriented structures, such as rated note feeders, a plus Skills & Competencies • Exceptional analytical and research skills, with proficiency in financial modeling and Microsoft Office, • Excellent communication and presentation skills, with experience presenting to sophisticated investors, • Highly motivated self-starter with an entrepreneurial mindset; thrives in a fast-paced, high-growth environment, • Ability to work independently and collaboratively across functions, with strong attention to detail and project-management skills, • Strong track record and demonstrated commitment to upholding our core values of stewardship, integrity, excellence, teamwork, and respect Education • Bachelor’s degree in finance, business, economics, or a related field required; MBA, CFA, or equivalent advanced credential a plus Benefits 26North offers a competitive base salary and discretionary bonus based on performance as well as a comprehensive benefits package. Passionate about the teams we support and the communities where our teams operate, we offer opportunities to enjoy the love of the game together, including complimentary and discounted tickets to games, concerts, and other events. 26North is an Equal Opportunity Employer. The base salary for this position is expected to be between $140,000.00 and $190,000.00. The base salary offered to the chosen candidate will be commensurate with a candidate’s relevant experience and other qualifications for the position, as determined by the Company in its sole discretion.

About PCM Encore Help Build the Wealth Management Firm of the Future. What if you could combine the resources of a leading wealth management institution, the technology of a Silicon Valley startup, and an ownership opportunity in a rapidly growing firm founded by a proven entrepreneur? That’s what we’re building at PCM Encore. _ is a rapidly growing, founder-led wealth management firm and multi-family office. In less than two years, we’ve grown to more than $2 billion in client assets by combining sophisticated investment management, tax strategy, family office services, and a technology-driven approach to client acquisition and service. But we’re just getting started. Technology Is at the Center of Everything We Do We believe the wealth management industry is on the verge of a fundamental transformation driven by artificial intelligence, automation, and better software. Most wealth management firms rely on legacy technology and processes that haven’t meaningfully changed in decades. We’re building something different. Our advisors work alongside software engineers, investment professionals, and entrepreneurs to develop proprietary technology designed to eliminate repetitive work, improve client outcomes, and dramatically increase advisor productivity. Our ambition is simple: Give exceptional wealth management professionals the technology and resources to accomplish more than they could anywhere else. We want our people spending less time on administrative tasks and more time doing what matters: solving complex problems, building client relationships, and delivering exceptional advice. Built by Entrepreneurs, Not Career Bankers PCM Encore was founded by _, former Founding President of Addepar and co-founder of Assurance IQ. Mike helped build Addepar into one of the wealth management industry’s leading technology platforms before co-founding Assurance IQ, which was acquired by Prudential for $2.35 billion. Today, we’re bringing that same entrepreneurial approach to wealth management. We’re combining Silicon Valley’s approach to technology, talent, and innovation with the sophistication and personal relationships that define exceptional wealth management. An Institutional-Quality Platform Without the Bureaucracy Through our strategic relationship with Morgan Stanley and , led by , our clients benefit from sophisticated investment capabilities and institutional resources. Our platform combines traditional wealth management with advanced tax planning, proprietary investment opportunities, accounting, and comprehensive family office services. We believe advisors should have access to exceptional resources without sacrificing the agility, autonomy, and personal service of an independent firm. Build Equity, Not Just a Career At most established wealth management firms, you’re helping build someone else’s business. At PCM Encore, we want our employees to participate directly in the value they help create. Our compensation philosophy includes broad-based equity ownership and revenue-sharing opportunities, aligning our team’s success with the long-term growth of the firm. We’re looking for ambitious people who want more than a conventional career path. People who want to take ownership, influence how the business operates, and help build something that could become one of the defining wealth management companies of the next generation. Why Join Now? • We’ve already demonstrated significant early traction, growing to more than $2 billion in client assets in under 24 months., • We’re investing in technology, expanding our capabilities, and assembling a team of exceptional professionals who want to rethink how wealth management works., • Joining now means having a meaningful voice in how the company develops, working directly with its founders, and participating in the growth of a business with substantial ambitions., • We’re not looking for people who simply want to work at another wealth management firm. We’re looking for people who want to help build a better one. Location: Hybrid – New York City (preferred), alternatively Aspen or Denver, CO; Willing to explore remote for the right candidate, but would prefer relocation to New York / Denver / Aspen Department: Client Service / Wealth Advisory / Investment Management Reports To: Dual reporting to Head of Wealth Advisory and Investment Policy Committee Chair Role Overview We are a growing multi-family office seeking an experienced and highly motivated Investment Analyst & Portfolio Operations Specialist to support our investment management and wealth advisory team. This hybrid role combines investment research, portfolio management, investment operations, and client support responsibilities. The ideal candidate will possess strong analytical capabilities, exceptional attention to detail, and a deep understanding of portfolio construction and investment implementation. They will play a critical role in maintaining the firm's investment models, overseeing portfolio allocation and rebalancing activities, supporting client communications, and ensuring the operational excellence of our managed account platform. This position offers significant exposure to portfolio strategy, alternative investments, and direct interaction with high-net-worth and ultra-high-net-worth clients. Key Responsibilities Investment Management & Research • Maintain and update firm investment models across asset classes, including:, • Public equities, • Fixed income, • Alternative investments, • Private investments, • Cash management solutions, • Support investment due diligence and manager research for existing and prospective investment solutions., • Monitor investment performance and risk metrics across firm-managed portfolios., • Identify portfolio enhancement opportunities and evaluate new investment strategies, managers, and products., • Assist in developing recommendations for portfolio changes and strategic allocations. Portfolio Oversight & Investment Operations • Monitor managed accounts to ensure allocations remain aligned with client objectives and model targets., • Review portfolios for drift and coordinate rebalancing activities as necessary., • Support implementation of investment decisions, trading workflows, and operational processes., • Ensure the accuracy of portfolio holdings, performance reporting, and account-level data., • Coordinate with custodians, portfolio accounting systems, and advisory teams to resolve investment-related issues., • Assist in maintaining investment policies, procedures, and operational controls. Client & Advisor Support • Participate in client meetings involving complex portfolios, alternative investments, or sophisticated investment planning needs., • Provide analysis and insights regarding portfolio performance, attribution, and investment recommendations., • Help translate investment concepts and portfolio strategy into clear, client-friendly language., • Support advisors in preparing for client reviews and investment committee discussions. Investment Communications & Content Development • Maintain and update investment presentations, market commentary, and portfolio strategy materials., • Develop internal and client-facing content explaining investment philosophy, portfolio positioning, and recommended changes., • Collaborate with leadership to ensure consistency of investment messaging across the organization., • Assist with preparation of quarterly investment updates and client communications. Technology & Systems Management • Utilize portfolio management and CRM systems to support investment oversight and reporting., • Generate portfolio analytics and reporting using firm technology platforms., • Improve workflows and identify opportunities to increase efficiency through technology and automation. Qualifications Required • Bachelor's degree in Finance, Economics, Accounting, Business, or related field., • 3-7+ years of experience in investment management, wealth management, family office, registered investment advisor (RIA), or institutional investment environments., • Strong understanding of:, • Asset allocation, • Portfolio construction, • Performance reporting, • Manager due diligence, • Rebalancing methodologies, • Alternative investments, • Excellent analytical and quantitative skills., • Strong written and verbal communication abilities., • Demonstrated ability to manage multiple priorities while maintaining exceptional attention to detail., • Proficiency in Microsoft Excel and investment reporting tools., • Series 7 & 63, or Series 65 or Series 66, • One of the following designations, in preferential order: Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA®), Chartered Alternative Investment Analyst (CAIA®), Certified Financial Planner (CFP®), Investment Adviser Certified Compliance Professional (IACCP®) Preferred • Experience supporting high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients., • Knowledge of private equity, private credit, hedge funds, real assets, and other alternative investment structures., • Experience with the following platforms:, • Orion Advisor Technology, • Salesforce, • Charles Schwab Advisor Services, • Morgan Stanley Wealth Management platforms, • Familiarity with portfolio accounting, performance attribution, and investment operations processes. Desired Characteristics • Intellectual curiosity and passion for investing., • Strong organizational and project management skills., • Ability to communicate sophisticated investment concepts to both advisors and clients., • Process-oriented mindset combined with strategic thinking., • Team-first attitude with a willingness to take ownership of outcomes., • High degree of professionalism, discretion, and client service orientation. What Success Looks Like Within the first 6 months, this individual will: • Assume ownership of investment model maintenance and monitoring., • Provide proactive oversight of portfolio allocations and rebalancing activity., • Become a trusted resource for advisors and clients regarding portfolio construction and performance., • Enhance the firm's investment communications and client-facing materials., • Identify and implement operational improvements that increase efficiency and scalability., • Contribute meaningfully to investment research and strategic portfolio recommendations.

Bring your expertise to a new asset class: as a Investment Advisor at Masterworks, you'll advise high-net-worth investors on incorporating art securities into their broader investment portfolios as a source of diversification. Comprehensive training on the art market provided. Based at 1 World Trade Center. About Masterworks Masterworks Advisers is a Registered Investment Adviser that advises clients on fine art investment products. Through SEC-qualified shares of multi-million dollar paintings, we've introduced more than 70,000 active investors to the $2.2 trillion art market. The firm has over $1 billion in AUM and an art collection of more than 550 works. Our headquarters are located at 1 World Trade Center in New York City’s Financial District. Does this sound like you? • You have a strong interest in alternative investments and enjoy helping clients identify opportunities beyond traditional stocks and bonds., • You have a track record of building and managing relationships with high-net-worth investors., • You're comfortable making investment recommendations and translating complex products into a compelling client conversation., • You thrive in an entrepreneurial, high-performance environment. Position Overview We’re looking for a Investment Advisor who brings deep financial expertise and a proven track record in client relationship management to play a key role in growing our investor community. You’ll focus on Existing Investor Growth, managing a client base of established investors and driving repeat investment through proactive outreach, annual portfolio reviews, and strategic presentation of new investment opportunities – growing investor lifetime value and wallet share over time. In this role, you'll combine expertise in financial markets, portfolio construction, and macroeconomics with strong relationship skills to deliver an exceptional investor experience. No art background needed. We provide comprehensive training on the art market, art as an asset class, and Masterworks investments. Responsibilities • Serve as a trusted advisor to investors, delivering consultative guidance on blue-chip art as an alternative asset, • Own and grow an established base of HNW clients by conducting portfolio reviews, presenting new investment opportunities, and driving investment decisions with confidence and credibility., • Build deep, long-term relationships with a sophisticated investor base to increase investment activity and lifetime value, • Use CRM tools and data dashboards to manage pipeline, outreach strategy, and performance metrics, • Collaborate with Product, Marketing, and Finance Operations on specific business objectives Team Overview • Masterworks Advisers is a growing RIA with a team of advisors primarily from traditional wealth management backgrounds. Licensing • Already hold a Series 65 or Series 66? Great. If not, we'll support you in earning your Series 65 within your first 60 days of employment (typically 20 to 40 hours of study). Masterworks covers the cost of the exams and study materials. As a regulated entity, licensing is required. Requirements & Preferred Skills • 4+ years of relevant experience in investment or financial advisory roles (financial advisor, wealth advisor, private client advisor), wealth management, or a similar client-facing role, • Demonstrated success developing relationships with sophisticated investors and converting those relationships into meaningful capital commitments, • Ability to communicate with sophistication, authority, and professionalism with high-net-worth investors, both verbally and in writing, • Deep interest in alternative assets, financial markets, and macroeconomics, • Excellent organizational, problem-solving, relationship-building, and time management skills, • Proven ability to lead and perform in a fast-paced, high-volume environment, • CRM experience strongly preferred (e.g., HubSpot), • Art market knowledge is a plus, but no prior art experience is required Benefits • Daily catered lunch, • Free admission to art museums and galleries, • Health, dental, and vision coverage with FSA options, • Paid parental leave, • PTO and 401(k), • Discounted Equinox membership, • Happy hours, company outings, social clubs, and more Compensation: $117,000 to $156,000 OTE

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking, • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance, • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations, • Location: In-office presence required, • Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience • Personal Attributes: values-driven with a track record of success and accomplishment, • Communication Skills: excellent interpersonal and communication abilities with strong self confidence, • Mindset: entrepreneurial spirit with a desire to positively impact others' lives, • Collaboration: ability to work with and learn from top performers, • Work Authorization: must be authorized to work in the United States Training & Development • FINRA Sponsorship: provided for required FINRA licensing, • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training, • Virtual University: access to Equitable Advisors' Virtual University for continuous learning, • Mentorship: opportunities for joint work and mentorship, • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed, • Leadership Development: access to Leadership Development School for those with management ambition, • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Compensation & Benefits • Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations., • Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $35,500 annually., • Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus., • Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Please closely read the job requirements before applying. Thanks! We're recruiting a Director of Financial Planning & Analysis (FP&A) for a growing, mid-sized registered investment advisory (RIA) firm based in Midtown Manhattan. Reporting directly to the President, this individual will lead financial planning, forecasting, modeling, and performance analysis while providing strategic financial insights to executive leadership. Key Responsibilities: • Lead annual budgeting, financial forecasting, and financial performance analysis., • Build and maintain financial models covering revenue, expenses, profitability, cash flow, and business growth., • Develop compensation models and analyze private-company financials, ownership structures, and capitalization tables., • Prepare management reporting, variance analysis, and financial presentations for senior leadership., • Partner with business leaders on strategic planning, resource allocation, and operational decision-making. Requirements: • 8–12+ years of experience in FP&A, corporate finance, or financial modeling., • Candidate must have FP&A experience within a mid-sized RIA, wealth management firm, or closely related investment management business., • Demonstrated experience with private-company financials, compensation modeling, and/or cap tables., • Advanced Excel and financial modeling skills, including budgeting, forecasting, and scenario analysis., • Experience presenting financial analysis and recommendations directly to senior executives., • Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA, CFA, or CPA preferred. If you're interested and meet the above qualifications, email Sean at sean.salamon@jcwgroup.com, attaching your resume. Thanks!

About The Opportunity: Belzberg & Co. is a NYC-based family office and investment platform that provides individuals and families with an integrated suite of solutions across investment management, wealth planning and strategy, family office services, and strategic advisory. We are looking for a detail-oriented and high-impact analyst to join our team. This is a dynamic role that combines quantitative analysis with direct client interaction, spanning investments, portfolio and risk analysis, and multigenerational wealth planning. You will play a key part in our continued growth, help us operate at the highest level, and contribute directly to the long-term success of our clients. We are a small, collaborative team, and you will have meaningful day one responsibility with high professional upside. What You Will Do: • Build and own financial models for clients, analyzing cash flows, spending, and liquidity to produce clear, decision-ready recommendations., • Develop investment proposals for excess cash and liquidity needs, weighing options against each client’s objectives, time horizon, tax position, and risk tolerance., • Support day-to-day client operations, handling ad hoc tasks, requests, and follow-ups to deliver high-quality client experience., • Keep client information, documentation, and internal processes organized and current., • Analyze portfolio construction and risk across public and private holdings, including concentration, liquidity, and performance and attribution versus benchmarks, producing clear recommendations., • Partner with attorneys, accountants, insurance brokers, and other advisors to translate strategy into timely execution., • Evaluate a wide variety of investment opportunities., • Work directly with senior leadership and clients, presenting analyses and shaping key decisions., • Implement automation and tools that help improve reporting, data aggregation, and client outcomes., • Help build a team culture grounded in excellence, service, kindness, integrity, and continuous improvement. Who We Are Looking For: • 2-4 years of prior experience at a family office, hedge fund, investment bank, wealth management firm, or other investment advisor, with a strong working knowledge of public and private markets., • Quantitative and analytically-driven. You can break down complex financial questions into discrete analyses that generate clear conclusions., • Proven ability to manage multiple, diverse workstreams at once while staying organized and meeting deadlines., • Advanced Excel and PowerPoint skills, with the ability to build polished, client-ready materials., • Excellent judgment, communication, and interpersonal skills. Personable and comfortable interacting with clients and building trust., • Eager to evaluate and implement new technology across portfolio management, risk analytics, CRM, and other functional areas., • Bias for action, coachable, curious, and resourceful., • Based in NYC or willing to relocate. This role is full-time and in person. Belzberg & Co. is an equal opportunity employer. We welcome applicants of all backgrounds and do not discriminate on the basis of age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic.

Fellowship Term: 7 months, November 2026 – May 2027 Stipend: $7,500 Time Commitment: Approximately 10–15 hours per week Location: New York City-based (hybrid); must reside in NYC and be familiar with Central Brooklyn Reports to: BEJP President Program Area: BEJP Community Loan Fund About the Brooklyn Economic Justice Project The Brooklyn Economic Justice Project (BEJP), an initiative of Brooklyn Level Up (BKLVLUP), is building a community-centered economic infrastructure rooted in the values, leadership, and lived experiences of Central Brooklyn residents, small businesses, and grassroots organizations. Through its emerging community loan fund, BEJP seeks to expand access to non-extractive, relationship-based capital for small businesses, community-serving enterprises, cooperatives, and other neighborhood-rooted projects that advance economic justice, stability, and shared prosperity. The BEJP Community Loan Fund is designed to support borrowers who are often excluded from traditional lending systems, while centering trust, community accountability, technical assistance, and democratic decision-making. The fund will prioritize businesses and projects that are rooted in Central Brooklyn, serve working families and neighborhood businesses across Central Brooklyn, and contribute to long-term community wealth building. Position Summary BEJP is seeking a Branding and Visual Communication Fellow to support the visual identity, design, and public presence of the BEJP Community Loan Fund. The Fellow will work closely with BEJP's Visual and Media Lead and the BEJP President to turn the fund's story into clear, consistent, and compelling visuals across digital and print platforms. This fellowship is ideal for someone interested in graphic design, visual storytelling, branding, social media, grassroots marketing, economic justice, and small business development. The Fellow will gain hands-on experience designing graphics and campaign materials, maintaining brand consistency, supporting outreach campaigns, and turning complex financial and economic justice ideas into accessible visuals. The Branding and Visual Communication Fellow must reside in New York City and have familiarity with Central Brooklyn, including its neighborhoods, small business corridors, cultural landscape, community organizations, and economic justice priorities. Key Responsibilities 1. Supporting Visual Storytelling and Narrative Development The Fellow will support BEJP's Visual and Media Lead in shaping and sharing the public narrative of the Community Loan Fund through visual design. Responsibilities may include: • Supporting the lead in visually communicating why the BEJP Community Loan Fund exists and why it matters for Central Brooklyn., • Helping the lead turn narratives about community lending, economic justice, reparative capital, and neighborhood wealth building into graphics, carousels, and infographics., • Designing visual features that highlight Central Brooklyn small businesses, community leaders, residents, partners, and local economic justice efforts., • Supporting the lead in making sure images of borrowers, partners, and community members are used respectfully and with consent., • Creating quote cards, profile graphics, and story layouts for content developed with the team., • Supporting BEJP in communicating the fund as both a practical resource for small businesses and a broader strategy for community power., • Helping ensure BEJP's visuals reflect dignity, trust, accountability, and community voice. 1. Supporting Communications Strategy and Content Planning The Fellow will support BEJP's Visual and Media Lead in carrying out the communications strategy for the Community Loan Fund. Responsibilities may include: • Supporting the lead in developing the visual side of BEJP's communications and storytelling strategy., • Helping the lead build the monthly content calendar, with a focus on design timelines and asset needs., • Designing content for social media, newsletters, website updates, flyers, event materials, partner communications, and public announcements., • Helping identify visual themes and campaign opportunities related to community lending, small business support, Central Brooklyn, and economic justice., • Helping translate BEJP's loan fund goals into accessible, engaging visuals., • Maintaining consistency in colors, typography, templates, and visual style, in line with the BEJP brand guide., • Tracking design deadlines tied to events, application deadlines, workshops, and campaign moments. 1. Social Media and Digital Communications The Fellow will help BEJP build visibility and engagement through social media and digital platforms. Responsibilities may include: • Designing and producing graphics and visual content for Instagram, Facebook, LinkedIn, X/Twitter, newsletters, or other platforms used by BEJP., • Scheduling approved posts across BEJP's social media platforms., • Helping amplify partner announcements, borrower stories, community events, and relevant economic justice content., • Tracking engagement metrics and identifying which content is resonating with audiences. 1. Public Awareness and Community Outreach Campaigns The Fellow will help BEJP reach community members, potential borrowers, supporters, and funders through coordinated outreach and communications campaigns. Responsibilities may include: • Supporting campaigns to announce the BEJP Community Loan Fund and explain its purpose., • Helping promote borrower information sessions, community meetings, fund updates, and application opportunities., • Creating content that encourages Central Brooklyn small businesses and community-serving projects to learn more about the fund., • Supporting outreach to neighborhood partners, community organizations, merchant associations, local institutions, and grassroots networks., • Helping develop messaging for different audiences, including borrowers, residents, funders, elected officials, and community partners., • Supporting digital and print promotion of BEJP events and public engagement opportunities., • Helping ensure that outreach materials are clear, culturally relevant, accessible, and rooted in Central Brooklyn. 1. Messaging, Materials, and Communications Support The Fellow will assist BEJP in building a clear, values-aligned communications voice for the Community Loan Fund. Responsibilities may include: • Helping refine key messages about BEJP's community loan fund model., • Supporting the development of plain-language explanations of non-extractive lending, community investment, reparative capital, and community wealth building., • Designing short communications materials, including flyers, event graphics, email headers, website visuals, and presentation templates., • Helping ensure that BEJP's communications are accessible to people who may not be familiar with lending, finance, or community investment., • Supporting alignment between communications, fund development, borrower outreach, and community engagement goals., • Helping organize templates, language banks, photo libraries, and communications assets for ongoing use. Qualifications BEJP understands that strong candidates may come from many different backgrounds. Formal communications or marketing experience is helpful but not required. We especially encourage candidates with lived, professional, creative, or community-based experience in Central Brooklyn to apply. Strong candidates will bring: • Strong visual design skills and the ability to translate creative and art direction into digital and print designs that communicate brand and stories., • Canva experience and skills (required). Figma, Claude, or Adobe Suite are helpful but optional., • Comfort creating public-facing content for social media, newsletters, flyers, websites, or community campaigns., • Residence in New York City and familiarity with Central Brooklyn neighborhoods, communities, small businesses, cultural institutions, and local economic conditions., • Interest in storytelling, communications, social media, digital media, community journalism, economic justice, small business support, or grassroots outreach., • Strong writing skills and ability to communicate clearly, warmly, and accessibly., • Ability to translate complex ideas into simple and engaging public messages., • Strong listening skills and respect for community voice and lived experience., • Strong visual sense and attention to detail., • Ability to work respectfully with community members, small business owners, and partner organizations., • Strong organization, follow-through, and time management skills., • Ability to work independently while receiving guidance and feedback., • Ability to work with the Content and Video Fellow to provide design assets and keep the brand consistent. Preferred, but not required: • Experience supporting events, outreach campaigns, community organizing, or public education efforts., • Familiarity with Central Brooklyn's small business ecosystem, commercial corridors, cultural history, and community organizations., • Bilingual or multilingual skills relevant to Central Brooklyn communities., • Experience writing captions, flyers, email copy, blog posts, campaign language, profiles, interviews, or public-facing communications.

Overview (New York) Our client is a nationally recognized, independent RIA with over $50BB+ in AUM and a growing presence across 65+ states. The firm blends institutional infrastructure with the agility of an entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership. They are seeking experienced Lead Wealth Advisors to join their team in key regions. This is a lead advisor role with full service team support, a deep planning platform, strong client acquisition channels, and a defined track to partnership and equity. The Role • Serve as lead advisor for high-net-worth clients and families, • Deliver comprehensive planning: retirement, tax, estate, investments, and more, • Collaborate with in-house specialists (planning, investments, tax, estate, client service), • Leverage the firm’s marketing, M&A, and referral pipeline to grow your book, • Lead your client service team and mentor junior staff, • Contribute to internal initiatives and have a voice in firm direction, • Hybrid schedule with flexibility to work remotely and from a local office Ideal Background • 8–10+ years of experience serving high-net-worth clients, • CFP® or equivalent licenses/certifications; CPA, CFA, or other designations a plus, • Background in RIA, private bank, or wirehouse environments, • Strong relationship management and planning expertise, • Leadership and growth mindset; team-first approach, • Portable book not required however would be a plus & easy transition to platform, ability to build/grow relationships is key - Net New Assets 60% split over 12-24 months have HIGH Bonuses & Revenue Multiples. RIA run by Practioners not PE money. Employee owned. Why This Platform Stands Out • Team Infrastructure: Advisors are supported by dedicated planners, client service managers, portfolio specialists, and ops, • Growth Engine: Robust inbound lead channels, marketing support, and business development team, • Full-Service Platform: In-house tax, estate, trust, and investment solutions for true holistic advice, • Defined Partnership Track: Transparent path to equity and leadership for high-performing advisors, • Advisor-Centric Culture: Entrepreneurial, collaborative, and built for long-term advisor success, • Compensation & Benefits: Competitive comp + incentives, 401(k) match, insurance, CE support, and more This is a rare opportunity to grow your practice with real support, earn your place in a national platform, and focus on what you do best: serving clients.

About Corient: Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies. Position Overview The Director, Alternative Investments will be a senior member of Corient’s Alternatives team with responsibility for the management and continued growth of the Corient Registered Alternatives Fund (“CoRA”), a multi-asset registered alternatives fund investing across private equity, venture capital, private credit, real estate and other alternative strategies. The role combines portfolio management, investment underwriting, regulatory oversight, portfolio monitoring and advisor/client engagement and is well suited for an experienced professional who can operate independently across both investment and fund-management responsibilities. Key Responsibilities • Fund & Portfolio Management: Work alongside Alternatives team leadership in the day-to-day management of CoRA, including portfolio construction, investment pacing, liquidity management, exposure monitoring and ongoing portfolio analysis., • Investment Underwriting: Lead and support due diligence and underwriting of private-market investments, including fund commitments, secondary investments, direct and co-investment transactions, and registered and private investment vehicles across private equity, venture capital, private credit and real assets., • Portfolio Monitoring: Monitor underlying investments and overall fund exposures, including performance, valuations, concentration, liquidity, asset allocation and other portfolio-level risks., • Registered Fund / RIC Oversight: Develop deep expertise in the operating and regulatory requirements applicable to a registered alternatives fund. Work with internal and external partners to monitor requirements arising under the Investment Company Act of 1940, Subchapter M / RIC tax rules, SEC requirements, valuation policies, financial reporting and audit processes., • Investment & Fund Analytics: Develop and maintain analytical tools and reporting used to evaluate portfolio performance, liquidity, exposures, investment pacing, and regulatory tests., • Cross-Functional Coordination: Partner with Legal, Compliance, Tax, Finance, Operations, administrators, auditors, sub-advisers and other service providers., • Advisor & Client Support: Serve as a subject matter expert on CoRA and its underlying investments supporting wealth advisors and fund clients., • Communications: Help develop and maintain investor communications, portfolio commentary, marketing collateral and educational materials., • Platform Development: Contribute to broader Alternatives team initiatives and help identify opportunities to improve processes, analytics, reporting and overall management. Qualifications • Bachelor’s degree in Finance, Economics, Business or related field; advanced degree a plus., • CFA and/or CAIA designation preferred., • 5+ years of relevant investment experience, preferably involving private markets, alternative investments, registered funds or multi-asset portfolios., • Demonstrated experience evaluating private-market investments, with the ability to independently assess investment opportunities, managers, structures, risks and returns., • Working knowledge of private equity, venture capital, private credit and/or real assets; experience across multiple alternative asset classes strongly preferred., • Strong analytical and financial modeling skills, with demonstrated ability to work with complex portfolio and investment data., • Strong written and verbal communication skills, including the ability to translate complex investment concepts for wealth advisors and sophisticated clients., • Highly organized and detail-oriented, with the ability to manage multiple workstreams and operate independently in a fast-paced environment., • Demonstrated judgment and ability to take ownership of unfamiliar or complex assignments with limited supervision., • Willingness to travel approximately 10%–20%.

Join One of New York's Premier Fee-Only Fiduciary Wealth Management Firms Are you an experienced financial advisor who believes advice should come before sales? Do you want to work with high-net-worth families, deliver sophisticated planning, and build meaningful long-term relationships within a true fee-only fiduciary firm? At Altfest Personal Wealth Management, we have spent more than four decades helping clients navigate life's most important financial decisions through objective, comprehensive advice. As one of the nation's most respected independent RIAs, we are seeking a seasoned Senior Financial Advisor to join our growing team in New York City. This is an opportunity to work with sophisticated clients, collaborate with some of the industry's most experienced professionals, and focus on what you do best: delivering exceptional advice and helping clients achieve better outcomes. Unlike many advisory firms, success at Altfest is not defined by product sales or asset-gathering quotas. Our advisors are empowered to serve as true fiduciaries, providing objective guidance across every aspect of a client's financial life. Why Senior Advisors Choose Altfest • True fee-only fiduciary model with no commissions or product sales, • Established and growing client base with complex planning needs, • Deep planning-centric approach spanning investments, tax, estate, retirement, insurance, and legacy planning, • Collaborative team environment with dedicated planning and investment support, • Opportunity to work with multigenerational high-net-worth families, • Strong culture of intellectual curiosity, mentorship, and professional development, • Hybrid work environment (2 days in-office, 3 days remote), • Long-term career growth and leadership opportunities within an independent firm What You'll Do Serve as the Lead Advisor • Act as the primary advisor and trusted partner for high-net-worth individuals and families, • Develop deep, multigenerational relationships built on trust and long-term planning, • Guide clients through major financial decisions, market cycles, life transitions, and wealth transfer events, • Serve as the central coordinator across all facets of a client's financial life Deliver Sophisticated Financial Planning • Design and oversee comprehensive wealth management strategies, including:, • Retirement planning, • Investment planning, • Tax planning, • Estate and legacy planning, • Risk management and insurance analysis, • Executive compensation and concentrated stock planning, • Cash flow and wealth transfer strategies, • Translate complex financial concepts into practical, actionable recommendations, • Identify planning opportunities that create measurable value for clients and their families Partner with Investment and Planning Specialists • Collaborate closely with our investment team to implement customized portfolio solutions, • Work alongside planning professionals to deliver highly coordinated advice, • Help clients stay disciplined during periods of market volatility and uncertainty, • Continually elevate the client experience through proactive advice and thoughtful service What We're Looking For Required Qualifications • 10+ years of experience serving in a lead financial advisor role, • Demonstrated success leading client relationships independently, • Strong expertise in comprehensive financial planning, • Excellent communication and relationship management skills, • Passion for delivering objective, client-first advice, • Bachelor's degree from an accredited institution, • CFP® certification Preferred Qualifications • Experience within a fee-only RIA or fiduciary advisory firm, • Advanced knowledge of tax-efficient wealth management and estate planning concepts, • Track record of advising affluent or ultra-high-net-worth clients, • Desire to mentor junior advisors and contribute to firm growth Compensation & Benefits Base Salary range: $165,000 - $200,000, plus incentive compensation, based on experience. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Comprehensive benefits include: • 100% employer-paid medical coverage with no in-network deductibles or copays, • Dental and vision coverage, • Life insurance, disability insurance, and AD&D coverage, • Flexible Spending Account (FSA), • Generous 401(k) matching program with Traditional and Roth options, • Fully paid parental leave, • Hybrid work flexibility, • Support for ongoing professional development and continuing education This Role Is Ideal For Advisors Who... • Want to focus on planning and service rather than sales, • Enjoy solving complex planning challenges for affluent families, • Value a collaborative and intellectually engaging environment, • Prefer deep client relationships over transactional interactions, • Are looking for a long-term home with leadership potential, • Believe the best advisory work happens when client interests come first Why Altfest? Altfest combines the resources, sophistication, and reputation of a nationally recognized wealth management firm with the culture, accessibility, and collaboration of a boutique practice. For over 40 years, we have remained committed to providing objective advice while fostering a workplace where talented professionals can build rewarding, long-term careers. Recognition • Crain's New York Business Best Places to Work (2020, 2022, 2023, 2024, 2025, 2026), • InvestmentNews Best Places to Work for Financial Advisors (2024, 2025) If you're an experienced advisor seeking a firm where planning excellence, fiduciary advice, and long-term client relationships are truly valued, we'd welcome the opportunity to speak with you.

About Us JAB Institutional JAB Institutional is a next-generation growth and innovation platform focused on insurance and financial services, launched in September 2026 within JAB Insurance, the global insurance business of JAB Holding Company with more than $25 billion in general account assets. Backed by permanent capital, its flagship business is JAB Re, a global reinsurance and capital solutions business. Alongside it, JAB Institutional is building a planning-led financial advisory and wealth management business to help individual clients with protected accumulation and guaranteed income. The Platform JAB is building a new wealth management platform for households with $500k to $2m in investable assets, a large segment underserved by both digital-only advice and traditional wealth management firms. The platform combines centralized client acquisition, AI-enabled planning technology, and an integrated product shelf spanning investments, guaranteed lifetime income, protection, and lending, delivered through financial advisors. Behind it sit in-house insurance and asset management manufacturing capabilities and a multi-decade investment horizon. The platform enters its pilot phase in January 2027 with its first group of advisors. The end state is a platform that serves as the client's financial one-stop shop: the place where their entire financial life is managed by their advisor, heavily supported by the platform. It will run the full advisory workflow, including onboarding, account opening, custodian connectivity, trade execution, portfolio management, and rebalancing, with autonomous agents in the loop driving much of the day-to-day support work. About the Role This role takes JAB's client experience from working prototype to live product. JAB builds and runs the client-facing platform itself, while leveraging technology partners for advisor workflow, planning calculations, lead generation, and account data. The Lead Full-Stack Engineer will transform the prototype into a production system, connect it to every partner, and own it once live. The work is primarily backend focused, but this role ships the entire stack. As the platform's first dedicated engineering hire and sole engineer focused on the client experience, you will work directly with the Lead Product Manager who built the prototype and play a foundational role in the next stage of platform development. What You'll Do • Take the working prototype to production, determining what to keep, harden, or rebuild for real households., • Lead hands-on development of the platform's backend services, data model, business rules, and cloud environment., • Own the client-facing web application end-to-end and maintain a high-quality production experience., • Build and manage APIs and data flows that connect the platform to its technology partners., • Implement sign-in and consent capabilities, the household data model, and end-to-end event tracking to ensure platform data remains complete, portable, and owned by JAB regardless of vendor choices., • Deploy AI capabilities within defined guardrails, ensuring figures originate from trusted calculation engines and all outputs are checked, traceable, and auditable., • Automate testing and release processes, using calculation test cases and model validation as release gates., • Own platform reliability, monitoring, access controls, and data protection, and partner with legal and compliance teams during security and privacy reviews., • Serve as the technical counterpart to external partners on integration specifications, security reviews, and releases. What You'll Bring • 4-7+ years of software engineering experience with a backend-led background; this is a hands-on coding role that remains hands-on as the team grows., • Full-stack capabilities with strong JavaScript and/or TypeScript experience across server and client environments, and meaningful depth in a modern web framework., • A track record of taking a prototype to production and operating it successfully, ideally as a lead engineer. Experience building AI-enabled products is a plus., • Deep integration expertise including REST APIs, event streaming, data pipelines, authentication and single sign-on (SSO), cloud infrastructure (AWS preferred), and SQL, ideally within financial services., • Experience partnering with third-party vendors and making pragmatic build-versus-buy decisions under real-world time constraints., • Comfort operating as the first engineering hire in an early-stage environment with broad ownership, evolving priorities, and ambitious delivery timelines., • New York-based preferred, with approximately four days per week in our office at 520 Fifth Avenue. What We Offer: • A collaborative, inclusive environment that values authenticity, accountability, and partnership., • The opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what’s next, • A variable compensation package with a base range of $175,000 to $200,000, • A competitive benefits package including comprehensive medical, dental, and vision coverage; an FSA and 401(k) company match; paid time off; and employer-paid life and disability insurance. We are committed to equal employment opportunity and encourage people from all backgrounds to apply. We make hiring decisions based on merit and do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, disability, or any other protected status. We strive for a meaningful interview experience for all candidates. If you need an adjustment or accommodation due to a disability or medical condition during the hiring process, please let your recruiter know.

About Wall Street Alliance Group Wall Street Alliance Group is a fee-only wealth management firm serving high-net-worth individuals, business owners, and retirement plan sponsors. With over $1.3B in assets under management and a growing client base, we deliver comprehensive financial planning, investment management, and specialized ERISA retirement plan support. We are seeking an experienced Pension Consultant / QKA to strengthen our retirement plan and ERISA service platform as we continue to scale. Role Overview The Pension Consultant / QKA will be responsible for providing high-quality retirement plan administration support and ERISA coordination for corporate retirement plan clients. This role is critical in ensuring accurate plan operations, compliance, contribution reconciliation, and strong client service. The ideal candidate has deep experience in qualified plan administration and thrives in a detail-oriented, client-facing, fiduciary environment. Key ResponsibilitiesERISA Plan Administration & Consulting • Support administration of qualified retirement plans (401(k), profit sharing, cash balance where applicable), • Coordinate plan compliance processes including nondiscrimination testing and annual reporting, • Assist plan sponsors with operational questions and ERISA best practices Contribution & Deferral Reconciliation • Oversee payroll contribution tracking and deferral reconciliation, • Coordinate with recordkeepers and payroll providers to resolve discrepancies, • Ensure timely and accurate deposit monitoring Compliance & Reporting • Support preparation and review of Form 5500 filings and related schedules, • Maintain audit-ready documentation for plan operations, • Ensure adherence to DOL and IRS requirements for qualified plans Client & Advisor Support • Serve as primary retirement plan operations contact for plan sponsors, • Support advisors in integrating retirement plans into broader financial planning, • Participate in client meetings as the ERISA subject matter expert Vendor & Recordkeeper Coordination • Liaise with third-party administrators, custodians, and recordkeepers, • Support plan conversions, onboarding, and provider transitions, • Monitor service standards and issue resolution QualificationsRequired • QKA designation (Qualified 401(k) Administrator) or strong path toward completion, • Good Understanding of Defined Benefit Plan, • 3–7+ years of experience in retirement plan administration or ERISA consulting, • Strong knowledge of qualified plan compliance and operations, • Experience with contribution reconciliation and payroll coordination, • Detail-oriented mindset and strong process discipline Preferred • Experience with Form 5500 preparation and plan testing, • Familiarity with recordkeeping platforms (Empower, Fidelity, Vanguard, Principal, etc.), • Background working with RIAs, retirement consulting firms, or TPAs, • QKA or other advanced credentials a plus, • Experience with working with Financial Advisor to reconcile data from pooled account, • Experience with platform such as NFS, Schwab to pull 401k data Compensation • Total Compensation: $110,000 – $140,000 Compensation will depend on experience, credentials, and leadership potential. Why Join Wall Street Alliance Group • Growing boutique wealth management firm with institutional-quality standards, • Retirement plan services are a strategic growth pillar, • Collaborative, high-performance environment, • Opportunity to expand ERISA platform and take ownership of key client relationships, • Long-term career growth potential within the firm

A great client at UHY is seeking a Head of Advisory - Tax and Accounting. The ideal candidate will have a CPA with tax experience, multi-location professional services leadership experience, and a proven track record of driving revenue growth and profitability. The Head of Advisory - Tax and Accounting role is a remote position with occasional travel. This is a client direct hire position. Head of Advisory - Tax and Accounting Responsibilities • Lead the growth and overall performance of the tax and accounting practice, including revenue, profitability, client retention, and operational effectiveness., • Develop and execute business strategies that support expansion and long-term organizational goals., • Oversee the integration of acquired practices, aligning teams, processes, service standards, and organizational culture., • Identify opportunities to improve workflows, standardize service delivery, and build scalable operating processes., • Establish performance metrics and accountability measures to improve productivity, service quality, and business results., • Recruit, develop, and lead a strong management team across tax, accounting, bookkeeping, and operations., • Build a culture focused on accountability, collaboration, client service, and continuous improvement., • Strengthen relationships with clients, business partners, and leaders across related service lines to support retention and business development., • Identify opportunities to expand client relationships, increase referrals, and grow services across the organization., • Provide executive oversight of tax planning, compliance, technical quality, and risk management while empowering technical teams to manage day-to-day delivery., • Partner with other business leaders to improve service delivery, implement technology, and support continued growth., • Guide teams through organizational change, acquisitions, and business expansion. Head of Advisory - Tax and Accounting Requirements • Active CPA credential required, with prior tax experience., • 12+ years of progressive leadership experience in tax, accounting, wealth management, or a related professional services environment., • Experience leading a regional, national, or multi-location practice with responsibility for revenue, profitability, and overall business performance., • Demonstrated success building and expanding a practice through organic growth, acquisitions, or both., • Experience leading operational improvements, integrating acquired businesses, and developing scalable processes., • Strong executive presence and the ability to build trust and influence senior leaders, clients, and cross-functional teams., • Proven ability to develop leaders, improve team performance, and manage organizational change., • Commercial mindset with experience driving client retention, business development, and account growth., • High standards of integrity, professional ethics, regulatory compliance, and client service., • Advanced degree in Taxation, Law, Business Administration, or a related field preferred., • Experience serving physicians, dentists, medical groups, or high-net-worth clients preferred., • Experience in a private equity-backed, rapidly growing, or acquisition-focused organization preferred., • Familiarity with complex business structures and technology-enabled service delivery preferred. ----------------- UHY Advisors' Resource Solutions Group provides clients with accomplished professionals to support finance, accounting, internal audit and tax teams. Whether it is project work, loaned staff support or business process outsourcing–we are ready to meet your needs. Our team has extensive experience with a wide range of clients from middle market, closely held organizations to large Fortune 500 companies. We focus on finance and accounting, internal audit, IT audit and tax. We offer direct, personal involvement from senior practitioners and strive to meet clients' needs rapidly.

Sterling Legacy Advisors is a next-generation wealth management firm built for advisors who want to do more than manage accounts - they want to build lasting relationships, deliver truly personalized advice, and have a meaningful role in the future of their practice. We work with successful individuals, entrepreneurs, executives, and multigenerational families who expect more from their financial advisor than a model portfolio and a quarterly review. Our approach combines sophisticated investment management, comprehensive financial planning, and thoughtful wealth-preservation strategies designed around each client’s goals, values, and long-term legacy. We are growing our New York team and are seeking experienced, licensed Financial Advisors who are ready for an environment that offers the resources and sophistication of a major financial institution without the layers of bureaucracy that can come with one. Why Sterling Legacy Sterling Legacy Advisors is building a wealth management firm for experienced advisors who want more autonomy and the freedom to put clients first. • Advise based on what is right for the client, not a one-size-fits-all product platform., • Work across the full picture: retirement, tax-aware strategy, risk management, estate, and multigenerational planning., • Have a real voice in your practice and in shaping the firm’s culture and direction., • Bring your experience, relationships, and credibility without starting over. The Opportunity As a Financial Advisor at Sterling Legacy Advisors, you will serve as a trusted advisor to individuals, families, and business owners, helping them make informed decisions across the full spectrum of their financial lives. Your responsibilities will include: • Developing and maintaining deep, long-term client relationships., • Conducting comprehensive financial reviews and identifying opportunities to improve clients’ financial outcomes., • Developing and presenting sophisticated financial plans tailored to each client’s circumstances and objectives., • Providing guidance on investment management, retirement planning, wealth preservation, risk management, and other areas of financial planning., • Monitoring client portfolios and financial plans and making recommendations as circumstances, markets, and objectives change., • Working collaboratively with other members of the Sterling Legacy team to deliver a coordinated client experience., • Communicating complex financial concepts clearly and confidently to high-net-worth clients and families., • Maintaining thorough, accurate, and compliant client documentation., • Staying current on investment strategies, financial planning techniques, regulations, and industry developments., • Contributing to the continued growth and development of the firm. Who We're Looking For • Must have appropriate securities licensing, including an active Series 7 and either Series 66 or Series 63 & 65., • 1-5+ years of experience as a financial advisor, wealth manager, financial planner, or related client-facing role., • A demonstrated ability to build and maintain trusted client relationships., • Strong knowledge of investments, portfolio construction, retirement planning, and comprehensive financial planning., • Must be willing and able to work 5 days a week out of our NYC office, • Experience working with affluent or high-net-worth individuals and families is highly valued., • The ability to independently analyze complex financial situations and develop thoughtful recommendations., • Strong communication and presentation skills., • A high level of professionalism, integrity, discretion, and attention to detail. Is This You? If you have built your career at a large institution and want the freedom to advise clients the way you believe they should be advised, we would like to talk. Compensation: $70,000–$85,000 annual base salary, plus commission and a discretionary bonus. Compensation will be determined based on experience, qualifications, and other relevant factors. Work Authorization: Applicants must be currently authorized to work in the United States without employer sponsorship. Sterling Legacy Advisors does not provide visa sponsorship for this position, now or in the future.

Corporate & Investment Banking (CIB) handles BBVA's investment banking, global markets, global lending and transactional businesses for international and domestic corporate clients and institutional investors. BBVA CIB is a full-service provider of high value-added products and thanks to its proven business model it can deliver solutions for the most complex needs of its clients anywhere in the world. The Global Institutional Business (GIB) within the CIB Division, is composed of members distributed across BBVA’s main hubs in Europe, Americas and Asia. The Wealth & Asset Managers sector is in charge of developing and building relationships with Asset Managers, Pension Funds, Hedge Funds and Wealth industry Our Mission is to promote BBVA CIB tailor-made financial solutions and services: Global Markets, DCM, Global Transaction Banking, Lending and Advisory The role reports to the Head of Hedge Funds and Asset Management Coverage in North America. Position Overview We are seeking a high-caliber Relationship Manager to drive growth and manage a sophisticated portfolio of Hedge Fund clients. You will serve as the primary point of contact and strategic advisor, bridging the gap between our firm’s capabilities and the evolving needs of institutional investors. In addition to driving business growth and managing key client relationships, the individual will serve as the primary back-up and senior deputy ot the Head of Asset Managers and Hedge Funds, North America. The ideal candidate is a proactive "connector" who thrives in the C-suite environment and possesses the technical fluency to articulate complex business opportunities that drive alpha for our clients and revenue for the firm. This is an exceptional opportunity for a strong banking professional with dep product knowledge and a robust Credit Risk background to step into a leadership-track role with significant executive exposure. Key Responsibilities • Strategic Advisory: Act as the lead relationship contact for a designated portfolio of Tier-1 and Tier-2 Hedge Fund Managers, maintaining deep engagement with C-suite executives and key decision-makers., • Business Development: Identify, articulate, and execute on high-value business opportunities, including cross-selling products and services tailored to hedge fund managers lifecycle., • Portfolio Growth: Develop and implement multi-year account plans that align our firm's strategic goals with the client’s investment objectives., • Market Intelligence: Stay ahead of industry trends, regulatory changes, and competitive shifts to provide proactive insights to clients. Qualifications & Requirements • Experience: 7 to 12 years of proven experience in Relationship Management, Institutional Sales, or Investment Banking, specifically within the Hedge Fund Manager vertical., • Executive Presence: A demonstrated track record of building and sustaining relationships with C-Suite leaders (CIOs, COOs, Heads of Distribution, Treasurer, Counterparty Relationship Manager)., • Communication: Exceptional ability to articulate complex financial strategies and business opportunities clearly and persuasively., • Analytical Rigor: Strong understanding of the institutional investment landscape, fund structures, and market dynamics., • SIE, 7, 63, 79 Licenses Preferred "Plus" Skills • Credit Risk Expertise: A background in Credit Risk Management is highly desirable. Candidates who can navigate credit appetite and risk frameworks while managing the commercial relationship will have a distinct advantage., • Multilingual Capabilities: Fluency in Spanish is considered a significant added value for managing our growing LATAM or Iberian business interests. Why Join Us? • Opportunity to work with the industry’s most influential institutional players., • A collaborative environment that values entrepreneurial thinking and technical expertise., • Competitive compensation package and comprehensive benefits. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $190,000 to $230,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Financial Advisor – Midtown Manhattan (Training Provided) We are actively seeking candidates for Financial Advisor job opportunities in our Midtown Manhattan offices. This is a great opportunity open to experienced candidates and individuals seeking to begin a career in financial services. As a Financial Advisor, you will work with new clients and maintain ongoing client relationships with individuals, families, and businesses to offer our diverse portfolio of financial products and services—including financial planning, investment management, insurance, as well as wealth management for high-net-worth clients. The Financial Advisor will be the primary contact for clients, and you will have available to you an experienced team of financial and investment specialists and office support to assist in delivery of services to your clients. Training & Development Prior financial services experience is not required – training is provided. The Training & Development Program includes a 3-week training at the start of the position, where you will be introduced to our portfolio of financial products and services and learn effective strategies and practices for early success. Then, once working in the role, you will be able to work alongside an experienced Director in the office who will serve as your mentor on an ongoing basis, allowing you to do your client work jointly with an experienced leader in the office. Responsibilities: • New Business Development: establishing relationships with new clients through leads, referrals, and calls, • Client Financial Advisory: meeting with clients to discuss financial planning, insurance, investment management, and other services, • Delivery of customized financial plans to help clients achieve their financial goals, • Day-to-day client relationship management Required Qualifications: • Bachelor’s degree, • Experience in a client/customer-facing role (includes sales, client/investor relations, customer success, etc.), • Excellent communication and interpersonal skills, • Must live in the Tri-State Area (commutable to Midtown Manhattan office), • Must be able to commit to a full-time, Monday-Friday, 9am-5pm work schedule Northwestern Mutual also sponsors licensing for Financial Advisors, including the SIE, Series 6, and Series 63, so this is an ideal role for candidates seeking entry into a financial services career with significant earning potential. Compensation & Benefits: • Compensation is a combination of commissions, stipends, and bonuses. This a performance-based pay structure, with no cap on earnings, where pay directly reflects the success you have with your client sales., • Average annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years), • Up to $2,000 in training stipends, • Renewable income beginning in second year, • Bonus programs & expense allowances., • Support for insurance licensing (Life, Accident, & Health license), • Support for SIE, Series 6, Series 63 registrations, • Medical/dental/vision insurance; life and disability insurance; company-funded retirement pension plan. About Northwestern Mutual: Northwestern Mutual has been helping individuals, families and businesses achieve financial security for 170 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 500 (#109) company with over $627 billion in assets under management (AUM) and $41 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide.

You’re good with people. You’re disciplined. You know you’re capable of more than your current job is giving you. You’ve built success in one career - but you feel capped, under-leveraged, or boxed in. If you’re hungry for ownership, income growth, and a career driven by purpose and performance (not tenure or politics), this may be the change you’ve been looking for. At Strategies for Wealth, we specialize in helping driven professionals transition into financial services - and build careers that compound over time, financially and personally. Who We Are Strategies for Wealth is one of the most successful firms in the Guardian Wealth Network, with flagship offices in New York City and Westchester County. For decades, we’ve taken an uncommon approach to financial services - one built on: · Long-term client outcomes · Comprehensive planning across insurance, investments, and estate strategies · Deep coaching and mentorship for career changers We’re known for developing high-achieving professionals from outside the industry into elite Financial Advisors, supported by: · Structured training · Direct mentorship from senior advisors · A culture built on community, collaboration, and life by design This is not a sales job with a script. It’s a professional, entrepreneurial career path with real upside. What You’ll Be Doing · Learning how to analyze financial information including income, assets, cash flow, and long-term goals · Developing customized financial strategies based on each client’s stage of life and priorities · Building your own client base through relationships, referrals, and community presence — not cold calling · Advising individuals, families, and businesses across a wide range of financial situations · Working closely with senior advisors and leadership who coach you step-by-step · Participating in structured training and fast-track development programs · Growing long-term client relationships that compound year over year · Developing into a trusted advisor with increasing autonomy and earning power This is relationship-driven, performance-based work with a long-term payoff. Who Succeeds Here We’re looking for someone whose skills have outgrown their current role - someone with what we often call “batteries included.” You bring: · Strong communication and people skills · Discipline, grit, and follow-through · Comfort in a performance-based, entrepreneurial environment · Curiosity around money, planning, and strategy · Coachability and openness to feedback · A desire to build something meaningful and long-term Backgrounds that often do well here include: · Sales • Management • Education • Military • Operations • Athletics • Consulting • Customer-facing roles · No prior financial services experience required. Licensing & Training · Most aspiring financial advisors begin unlicensed · Life & Health insurance licensing is completed first (typically 2–3 weeks) · Securities licensing (SIE / Series 7 / 66) is fully supported and expected within your first 6 months · Training, study resources, and mentorship are built into the process The first year requires real effort - and it’s designed that way. Compensation & Growth · Commission-based opportunity across insurance and investment solutions · Typical first-year earnings range: $100,000–$150,000 · Income grows through renewals, recurring revenue, and expanded client relationships · Long-term upside includes mid-to-high six-figure and ultimately seven-figure earning potential for top performers This role is best suited for people willing to bet on themselves. Office & Culture Expectations · Aspiring financial advisors are expected to be in-office 3–4 days per week initially · High-energy, professional environment with daily access to leadership and mentors · Advisors operate with autonomy - there are no “vacation requests” - but results matter · Culture emphasizes accountability, collaboration, and continuous development The Hiring Process We run a rigorous but efficient process and move fast for the right people. Some candidates complete the process in as little as 10 days. Why Join Strategies for Wealth · Clear runway to six figures and beyond · Real mentorship - not theory or empty promises · Proven track record of developing aspiring financial advisors · Strong team culture with nationally recognized leadership · A career where effort compounds and results are earned · A true life-by-design opportunity Ready to make a meaningful change? • Apply now - we’d love to meet you and see if this is the right fit.