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Job DescriptionTitle: Full Stack Developer - JavaScript Group Details:Tradeweb Direct provides advanced fixed income trading solutions for financial advisors, the institutional buyside, traders and broker dealers. The platform demonstrates our core strengths – experience and expertise – to bring innovation and efficiency to the wealth management community. Tradeweb Direct was formed following the acquisition of Bond Desk Group in 2013 and its subsequent integration with Tradeweb Retail. Tradeweb Direct is now synonymous with superior execution, providing clients with easy access to live offerings, and the most accurate pricing in the marketplace. Job Responsibilities: • Adapts and extend existing re-usable components and libraries., • Develops high quality software while meeting deadlines, • Assists with rollout and post production support, • Presents ideas for system improvements, • Design or upgrade an existing software to ensure product performance and quality expectations are metRequired Qualifications:• Bachelor's degree in Computer Science or related discipline• Excellent written and verbal communication skills• Must be a creative problem solver• 3+ Years of JavaScript development experience• 2+ Years of Java development experience• Experience with multi-threaded programmingADDITIONAL PREFERRED EXPERIENCE:• Ext JS, React, Angular, Atmosphere, Zebkit,• Finagle, Kafka, Lucene, Elasticsearch, Cassandra• Tomcat, Node.js• SQL• Git, Maven, Gradle• UNIX / Linux• C++, Perl, and Unix shell scripting• Experience with financial transaction systems• Knowledge of the fixed income and financial markets is highly desirable.

Job Description Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Boca Raton, FL, Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: Anchin is seeking a Tax Senior Manager with a specialty in fiduciary taxation and estate planning to service high-net-worth individuals and families. This role involves managing a team of professionals, providing strategic guidance to clients, ensuring compliance with tax laws and regulations, collaborating with the client's other financial advisors, and fostering strong client relationships. The Senior Manager plays a key role in overseeing complex tax situations, handling planning & compliance, developing and implementing complex estate planning strategies to help clients preserve and transfer wealth efficiently. RESPONSIBILITIES: • Serve as the primary point of contact for clients, addressing their concerns and inquiries while overseeing tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns., • Build and maintain strong relationships with high-net-worth clients and their families., • Understand clients' financial goals, objectives, and family dynamics., • Provide expert advice on trust and estate planning strategies tailored to individual client needs., • Provide guidance, training, and support to team members., • Review complex trust and estate planning documents prepared by attorneys to ensure consistency with family's goals., • Develop and implement sophisticated trust and estate planning strategies to minimize tax liabilities and achieve clients' objectives., • Collaborate with legal professionals to construct and review trust agreements, wills, and other estate planning documents., • Assist clients in transferring wealth to future generations efficiently and in accordance with their wishes., • Provide guidance on gifting strategies, charitable giving, and philanthropic endeavors., • Stay updated on changes in tax laws and advise clients on tax-efficient strategies., • Work closely with legal professionals, financial advisors, and investment managers to coordinate comprehensive wealth management services for clients., • Collaborate with other departments within the organization to provide integrated solutions to clients' financial needs. Education: • Bachelor's degree in law, accounting, finance, or related field., • 8 + years of experience in high-net-worth tax and trust and estate planning for high-net-worth clients., • Strong knowledge of trust and estate laws, tax laws, and regulations., • Excellent leadership and team management skills., • Exceptional communication and interpersonal skills for building and maintaining client relationships., • Detail-oriented with a high level of accuracy in work., • Ability to analyze complex financial situations and develop customized solutions. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job DescriptionThis is an amazing entry-level role that can lead to a wealth of career opportunities within the property management space. EqualAccess is partnering with a long-standing, mission-driven property management company specializing in affordable housing across New York City. Our client has decades of experience managing a diverse portfolio—including LIHTC, HUD, Section 8, and supportive housing—and is deeply committed to regulatory compliance, resident satisfaction, and community development. Their internal teams are highly trained in affordable housing regulations and use platforms like Yardi to ensure operational excellence.Legal Coordinator – Housing Compliance Overview: EqualAccess is hiring a Legal Coordinator on behalf of our client, a Bronx-based housing provider committed to tenant rights and legal compliance. This role is great for someone interested in housing law, tenant advocacy, or compliance operations. Key Responsibilities: * Assist with nonpayment proceedings and legal filings * Prepare and track legal documentation (stipulations, affidavits, etc.) * Maintain logs and calendars for legal and compliance deadlines * Respond to tenant inquiries regarding rent disputes and legal issues * Coordinate with internal departments to compile court documentation * Communicate with legal counsel and external advocacy groups * Process rental assistance payments from HRA and other agencies Qualifications: * Administrative or legal support experience is helpful but not required * Strong organizational and communication skills * Ability to handle sensitive tenant matters professionally * Familiarity with NYC housing court is a plus * Spanish language skills are a bonus Location: Bronx, NY Employment Type: Full-time Salary Range: $50,000 – $55,000/year

Job Description Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series C funding round brought our total investment to over $170 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 6 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Your Role: As the Chief Risk Officer, Broker Dealer Oversight for Alpaca Securities LLC, you'll partner with the COO, CCO, and the rest of the brokerage leadership team to develop and drive to completion processes for both oversight and quality control of all brokerage operations functions. You will implement risk monitoring and establish key risk indicators to facilitate ongoing monitoring of all business aspects. Another critical aspect of this role will be Issues Management. This will include setting up the framework to identify issues posing a risk to the firm. You will ensure that these issues are properly risk-rated and prioritized so that they can be addressed effectively. This means working closely with Product, Product Ops, and the Engineering teams. Progress on issues will be reported out to Alpaca leadership on at least a monthly basis. Alpaca Securities maintains a distributed, remote work environment. This role will report directly to the President of Alpaca Securities LLC. Things You Get To Do: • Developing, maintaining and adapting Key Risk Indicators (KRIs) as the business evolves and scales, • Performing independent reviews and stress testing, • Designing policies and control frameworks, • Assessing new products or business changes, • Providing 2nd line of defence challenge to front-office risk management, • Identify and manage risks to the organization, its employees, stakeholders, assets, and operations, and develop risk management strategies, objectives, and policies that establish the framework, tools, and procedures to achieve successful risk identification and management within best practice standards., • Be the primary owner for Risk and Control Self-Assessment (RCSA) and internal testing program., • Be the primary owner for due diligence related to onboarding and offboarding of correspondents/partner firms., • Research incidents and issues with the appropriate person(s) and document from identification to resolution., • On an ongoing basis, recommend and implement changes to firm policies and procedures as necessary., • Provide guidance and training to promote risk control awareness, ownership and accountability., • Monitor and analyze risks within the business units, including losses due to unsecured debits, and effectively provide reports to the Firm's Risk and Controls Committee., • Engage and develop effective working relationships to support cooperative responses to risk management matters and issues., • Bachelor's degree or Associate's degree in Law, Finance, Business or related discipline or the equivalent combination of experience and education., • 8+ years of experience with a regulator or at a broker-dealer in the financial services industry., • FINRA Series 7 and 24 (an ability to get Series 4 within 3 months from start date), • Working knowledge of investment products and services offered by a broker-dealer and the related SEC and FINRA rules and regulations., • Ability to keep issues appropriately confidential., • Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment., • Experience in implementing and maintaining policies and procedures., • Ability to work effectively and collaboratively across multiple teams in a remote work environment., • Self-starter with the ability to work independently under minimal supervision., • Must possess the ability to adapt to a changing business and regulatory environment., • Must be able to handle stressful situations while maintaining a calm and professional demeanour., • Enjoy challenges and take ownership of new responsibilities as required.How We Take Care of You:, • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500 Recruitment Privacy Policy

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Account Executive, Institutions LOCATION: Fully Remote - CA West Coast SALARY: $245,000 - $260,000 OTE (base plus commission), plus equity The Role: As an Account Executive, Institutions at Canoe Intelligence, you will develop and execute strategies to identify, engage, and close new business opportunities within our Institutional Segment. The position's primary goal will be to drive revenue growth by establishing strong relationships with key decision-makers and influencers within target institutions. What You’ll Do: * Identify and target potential West Coast based clients * Build and maintain a strong sales pipeline through proactive prospecting and lead generation activities * Conduct thorough research to understand the needs, pain points, and priorities of prospective clients * Develop and deliver compelling sales presentations and product demonstrations to showcase the value of Canoe Intelligence's solutions * Collaborate with internal teams, including sales engineering, business development, marketing, and client success, to ensure a seamless client onboarding and implementation process * Negotiate contract terms and pricing agreements to drive successful deal closures * Provide accurate sales forecasts and reports to the sales management team * Stay up-to-date with industry trends, competitive landscape, and regulatory changes that impact the institutional sector What We’re Looking For: * 5+ year track record of success in fintech sales and business development or comparable industry with exposure to the pension, foundation and endowment vertical * Strong knowledge of the alternative investment industry, including key players, industry regulations, and market trends * Excellent communication and presentation skills, with the ability to effectively articulate complex concepts to both technical and non-technical audiences * Demonstrated ability to build and maintain relationships with senior-level decision makers and influencers * Strong negotiation and closing skills, with a focus on driving revenue growth * Self-motivated, proactive, and results-oriented mindset * Ability to work effectively in a fast-paced, dynamic startup environment * Proficiency in CRM software and other sales productivity tools * College educated, Bachelor’s degree highly preferred What You’ll Get: * Medical, dental, vision benefits * Flexible PTO * 401(k) * Flexible work from home policy * Home office stipend * Employee Assistance Program * Gym/Wifi reimbursement * Education assistance * Parental Leave Our Values: * Client First —> Listen, and deliver client-centric solutions * Be An Owner —> Take initiative, improve situations, drive positive outcomes * Excellence —> Always set the highest standard for yourself and others * Win Together —> 1 + 1 = 3 Who We Are: Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Role: We are hiring a high-performing Account Executive to drive new customer acquisition across enterprise and strategic accounts. We’re a product-first company with significant commercial traction and continually reinvest in our product. As an Arch Sales Director, you will play a pivotal role in meeting, understanding, and serving core accounts to accelerate our market presence and revenue growth. At Arch you will: * Build relationships with the people inside institutions, investment advisors, accounting firms, and other financial firms who allocate capital and would greatly benefit from the Arch platform * Manage end-to-end client acquisition process - including lead generation, qualification, product demonstration, and conversion * Collaborate cross-functionally with Partnerships, Product, Operations, and the Executive Leadership team to acquire and attract new clients * Learn from every interaction, bringing market insights to Arch Engineering and Operations to improve the core product continually. Reach out to us if you: * Have 3-6 years of experience in Sales within a SaaS technology company, preferably in a growth stage startup. * Have consistent quota attainment or a track record of success. * Seek massive opportunities, jump on them, and take initiative. * High energy, love talking to people, and want to work on complex customer problems. * Are obsessed with personal growth and feedback – you improve every day and will be given the tools to do so. * Will put in the work to understand each client’s needs and help them make the most informed decision of what’s in their best interest. When clients are properly informed, they choose Arch. * Take a long-term perspective and uphold Arch's brand and relationships with potential partners above all else. There are two degrees of separation between most potential clients. * Want to hustle alongside an ambitious team to have an impact. You’re energized by deep understanding of your customer’s problems, helping them, and will not stop until you solve them. * Excited by working late and where you get to solve meaningful problems. * Have a consultative and problem-solving mindset (we are not a super salesy organization). Bonus points if you: * Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field. * Possess deep understanding of Alternative Investments industry trends, products, and services. * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s. A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $150K - $250K

Job DescriptionWorld Insurance Associates Since its founding in 2011, and accelerated by Charlesbank’s original investment in 2020, World Insurance Associates has driven industry-leading growth through a combination of acquisitions and organic initiatives enabled by the company’s fully integrated, data-enabled operating platform. World has become a diversified, national brokerage platform of scale with more than $800 million in revenue across three leading and complementary business lines of retail insurance, wholesale insurance, and retirement/wealth advisory. The company has more than 2,500 employees in 300 offices across the United States, serving more than 300,000 clients under the value proposition to provide clients with large-scale resources along with personalized service. Charlesbank Partners and Goldman Sachs Charlesbank has been invested in World Insurance Associates since 2020. Founded in 1998, they are an experienced private equity investment firm with a disciplined investment strategy, tenured team and long-standing commitment to the middle market. Goldman joined Charlesbank as co-lead equity investors for World’s next chapter of growth in 2023. The firm has more than 38 years of experience investing in private equity. POSITION FUNCTION: Manager of Corporate Development (Due Diligence) will serve as a pivotal contributor within World’s corporate development team, overseeing the comprehensive execution and management of all due diligence activities related to mergers and acquisitions. Operating within a dynamic, fast-paced environment characterized by a high volume of transactions, this leader will play a central role in evaluating strategic opportunities, identifying risks, and ensuring thorough analysis to support informed decision-making at the highest levels of the organization. Primary Roles and Responsibilities Include: • Lead comprehensive, end-to-end financial and operational due diligence for acquisitions of insurance agencies and brokerages/investment advisory firms, including independent, regional, and specialty firms, ensuring alignment with the company’s growth strategy and underwriting philosophy., • Coordinate and manage cross-functional internal stakeholders (e.g., Finance, Legal, Compliance, Integration, Technology) and external advisors (e.g., accounting firms, legal counsel, operational consultants) to execute efficient and thorough diligence processes under tight timelines., • Review and synthesize target company financial statements, insurance-specific operational KPIs (e.g., premium retention, carrier mix, loss ratios., • Conduct and oversee quality of earnings (QoE) assessments, including adjustments for non-recurring items, revenue recognition, and producer compensation structures, to ensure accurate valuation and sustainable cash flow metrics., • Identify and assess transaction risks, including revenue concentration, client churn, regulatory infractions, contingent liabilities, E&O exposures, and workforce or cultural issues, while developing and presenting mitigation strategies to key stakeholders., • Support valuation modeling and financial structuring, including working capital normalization, earn-out scenario planning, and alignment of deal terms with financial diligence findings; collaborate with legal counsel on purchase agreement language., • Partner closely with integration leaders to ensure that critical diligence insights—such as contractual obligations, system gaps, and personnel issues—are embedded into post-close integration plans and risk management protocols., • Maintain, and continuously enhance a standardized due diligence playbook and toolkit tailored for insurance brokerage acquisitions, promoting consistency, efficiency, and knowledge sharing across the corporate development function. CORE COMPETENCIES: • M&A Experience: The ideal candidate will have at least 3-5 years of M&A experience, with a proven track record leading financial due diligence., • Industry Experience: The ideal candidate has spent the bulk of their transaction services or deal advisory career working with services clients and ideally has some exposure to insurance or financial services., • Financial Acumen: The ideal candidate will have deep experience leading Quality of Earnings (QoE) analyses, with a demonstrated ability to manage and execute complex financial evaluations across a range of transaction scenarios., • Strategic Guidance: Proven ability to distill complex diligence findings into clear, actionable insights and strategic recommendations., • Mentorship: The ideal candidate has shown an interest and ability to manage / develop junior team members. The successful candidate will: • Be modest in nature, recognizing the accomplishments of the team before the individual., • Be highly motivated and possess vision and enthusiasm., • Be comfortable acting as an individual contributor and as a team manager (Player/Coach)., • Understand how to deliver on short time frames and be committed to meeting deadlines., • Communicate in an open and honest way that quickly builds trust and respect., • Possess an entrepreneurial spirit., • Be comfortable on his/her feet making presentations. Compensation This is a New York based position with a competitive benefits package. The base salary ranges from $100,000 to $140,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: . Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-GP1 Powered by JazzHR Dnc7gydLnT

Job Description The Tax Manager plays a critical role in overseeing InvestCloud’s global tax compliance, reporting, and provision processes while supporting strategic tax planning initiatives. This role partners closely with Finance, Accounting, Treasury, and external advisors to ensure compliance with tax laws, accurate reporting, and effective management of tax risk, while identifying opportunities to optimize tax efficiency. What does a great Tax Manager do? A great Tax Manager goes beyond compliance—bringing clarity, rigor, and strategic thinking to tax reporting and planning. This individual acts as a trusted advisor to finance leadership, combining deep technical expertise with strong business judgment to ensure accurate reporting, proactive risk management, and thoughtful collaboration across the organization. Key Responsibilities • Prepare and review the effective tax rate, cash tax rate, tax account reconciliations, tax account analyses, and tax reserves, including all computational and reporting aspects of ASC 740., • Support the preparation and review of tax journal entries, as well as cash flow and balance sheet account analyses., • Identify, analyze, and document uncertain tax positions., • Serve as a key liaison and business partner with external advisors (tax planning, audit, R&D, and tax compliance) to ensure timely communication and coordination on tax filings and potential impacts., • Prepare and review foreign tax provisions., • Review U.S. federal, state, and international tax compliance forms prepared by third-party service providers., • Prepare and submit quarterly estimated income tax payments., • Manage and mentor the indirect tax analyst., • Research tax law implications related to planning activities, transactions (including acquisitions), audits, transfer pricing, and compliance., • Collaborate closely with tax planning, FP&A, accounting, and treasury teams to understand transactions and data impacting tax provisions and returns., • Assist with tax audits and special projects as needed., • Bachelor’s degree in Accounting, Finance, or a related field; CPA required., • Minimum 7 years of corporate tax experience with a strong focus on tax provision and compliance., • Deep knowledge of ASC 740 and corporate income tax accounting., • Advanced proficiency in Microsoft Excel for data analysis and reconciliations., • Excellent written and verbal communication skills, with the ability to partner cross-functionally and with external advisors., • Strong analytical, organizational, and problem-solving skills with exceptional attention to detail., • Ability to manage multiple priorities and meet deadlines in a fast-paced environment., • Experience with NetSuite and Avalara strongly preferred., • SaaS, fintech, or technology industry experience a plus. InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. #LI-HJ1

Job Description About the Role The Director of Total Rewards will serve as a strategic and hands-on leader responsible for developing, executing and evolving the company’s global benefits, compensation, HRIS, and data and analytics capabilities and programs. Reporting directly to the Global Head of HR, this role will be central to driving both immediate operational excellence and long-term transformation, ensuring programs are competitive, cost-effective, compliant, and aligned with business goals. The Director will oversee annual benefit renewals, vendor performance, and the global compensation cycle, and partner closely with HR leadership and Finance to ensure programs effectively attract, reward, and retain key talent. What does a great Director of Total Rewards do? The ideal candidate for the Director of Total Rewards will oversee a dynamic HR Operations team, delivering strategic leadership, hands-on support across a variety of facets including Comp and Benefits, HRIS, HR Data and Analytics. You will design and execute a total rewards strategy, The Director of Total Rewards is a strategic HR leader responsible for designing, implementing, and managing compensation, benefits, data and analytics and HR systems that support a high-growth, performance-driven fintech environment. This role oversees Total Rewards programs—including base pay, incentives, equity, and health & wellness benefits—ensuring they are competitive, scalable, and aligned with both employee needs and private equity value creation goals. This role is responsible for shaping and executing initiatives that enhance organizational performance and ensure alignment with InvestCloud’s broader business objectives. The ideal candidate will thrive in a PE-backed environment where scale, speed, and rigor are critical, while also acting as a “player/coach” - capable of rolling up their sleeves to execute and deliver results today, while building the strategy, infrastructure, and team that supports the workforce of the future. How you will provide meaningful contributions: • Lead the strategy, design, and management of comprehensive benefits offerings (healthcare, retirement, wellness, leave, etc.) across diverse employee populations, ensuring programs are competitive, equitable, and aligned with company goals., • Oversee management of all benefit vendors, brokers, and carriers to ensure compliance, cost efficiency, and service excellence, evaluate future needs and recommend when to expand or transition providers., • Lead annual U.S. benefit renewals, including plan design evaluation, cost modeling, vendor/broker negotiations, and executive presentations and recommendations., • Oversee design, governance, and administration of global compensation structures, including base pay and incentive programs and total compensation philosophy, • Implement scalable job architecture, pay-for-performance frameworks, and data-driven benchmarking practices., • Oversee the HRIS function, ensuring systems support accurate data management, automation, analytics, and process efficiency., • Identify opportunities for automation and process improvement across Total Rewards and HR operations, • Collect, maintain, and update HR data related to employee performance, compensation, and other HR metrics., • Ensure data integrity and accuracy by performing regular compliance audits and validations., • Develop and maintain HR dashboards and reports to track key metrics., • Present data and insights to HR leadership, senior leadership, and other stakeholders., • Conduct in-depth analysis of HR data to identify patterns and correlations., • Annual handbook refresh, • Ensure compliance with federal, state, and international laws, including ERISA, ACA, HIPAA, COBRA, and other applicable regulations, • 10+ years of progressive experience in Total Rewards, with at least 5 years in a leadership role overseeing both compensation and benefits in a complex, global organization., • Ability to thrive in a dynamic, fast-paced, and global environment; proven experience in a private equity-backed environment a plus, • Hands-on, “player/coach” mindset with a willingness to roll up sleeves and execute as needed; balances strategic thinking with operational execution; comfortable being in the details., • Thorough understanding of compliance and regulatory requirements, including ERISA, COBRA, ACA, HIPAA, FMLA, and DOL., • Demonstrated experience using HRIS systems (UltiPro preferred) to support compensation, benefits, and reporting processes., • Strong analytical, financial, and project management skills, with the ability to translate data into strategic insights., • Adept at presenting to Executives, with strong executive presence and ability to translate complex data into actionable insights., • Excellent leadership and team-building skills; proven ability to inspire, develop, and retain high-performing teams., • Prior experience in FinTech or Financial Services industry preferred., • Certified Employee Benefit Specialist (CEBS), CCP, or related Total Rewards certification a plus., • Proficiency in data analysis tools (e.g., Excel, SQL, HRIS systems, BI tools) and HRIS, LMS, and related HR systems. About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity, • Excellence The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $175,000 - $200,000 #LI-BH1

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. StepStone Group: StepStone Group is a publicly-listed global private markets investment firm focused on providing customized investment solutions, advisory and data services to its clients. StepStone Real Estate ("SRE") is the real estate arm of StepStone and as of June 30, 2025, has $189 billion in total capital responsibility. Clients include financial institutions, public and private pensions, sovereign wealth funds, endowments and foundations, and high net worth investors. Position Overview: We are seeking an Analyst / Associate to join SRE's Business Development team. The individual will be responsible for supporting the firm's real estate business development efforts across primaries, co-investments and secondaries. Responsibilities will include supporting fundraising processes, content creation, and periodic interactions with existing and prospective clients. Essential Job Functions: • Develop content for marketing and due diligence materials including presentations, fact cards, private placement memorandums, due diligence questionnaires etc., • Prepare responses to requests for information and proposals, track record analyses, third-party databases, competitor benchmarking and investor requests, • Coordinate logistics and materials for investor meetings and roadshows, • Collaborate across departments including research, asset and portfolio management, RFP, legal and compliance, tax, and portfolio reporting and analytics, • Work on ad hoc projects for new business development initiatives as required Qualifications: • Bachelor's degree required, • 2-5 years of relevant work experience from financial services firms (e.g., private equity, capital advisory/placement agents, investment banks), • Proficiency across the Microsoft Office suite including Excel, PowerPoint and Word, • Experience with Salesforce, Intralinks and AI tools desirable Required Knowledge, Skills, and Abilities: • Strong written and verbal communication skills, with the ability to represent the firm in a professional manner with internal and external stakeholders, • Self-starter with the ability to set priorities, manage deadlines, and work well under pressure, • Ability to work effectively both independently and within a team-oriented environment, • Strong attention to detail and problem-solving skills Salary: $100,000 - $130,000 The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Account Executive, Family Offices and Accounting Firms LOCATION: New York City Metro SALARY: $245,000 - $260,000 OTE (base plus commission), plus equity The Role: As an Account Executive at Canoe Intelligence, you will develop and execute strategies to identify, engage, and close new business opportunities within our Family Office segment in the New York City Metro Area. In addition to Family Office activities, you will be tasked with opening up, developing, and selling into the Accounting Industry vertical. The AE will work with the Senior Director of Sales to validate Canoe’s hypothesis that Accounting Firms, like other financial institutions, leverage technology to improve back office operations. The position's primary goal will be to drive revenue growth by establishing strong relationships with key decision-makers and influencers within the single family office and accounting segment. What You’ll Do: * Identify and target potential family office clients and accounting firms * Build and maintain a strong sales pipeline through proactive prospecting and lead generation activities * Conduct thorough research to understand the needs, pain points, and priorities of prospective clients * Develop and deliver compelling sales presentations and product demonstrations to showcase the value of Canoe Intelligence's solutions * Collaborate with internal teams, including sales engineering, business development, marketing, and client success, to ensure a seamless client onboarding and implementation process * Negotiate contract terms and pricing agreements to drive successful deal closures * Provide accurate sales forecasts and reports to the sales management team * Stay up-to-date with industry trends, competitive landscape, and regulatory changes that impact the institutional sector What We’re Looking For: * 5+ year track record of success in fintech sales and business development * Strong knowledge of the alternative investment industry, including key players, industry regulations, and market trends * Strong understanding of General Ledger applications (QuickBooks, Sage, etc.), integrated platforms (Archway, Eton, Asset Vantage, etc.) portfolio management systems (Addepar, Black Diamond, Advent APX, etc.) * Excellent communication and presentation skills, with the ability to effectively articulate complex concepts to both technical and non-technical audiences * Demonstrated ability to build and maintain relationships with senior-level decision makers and influencers * Strong negotiation and closing skills, with a focus on driving revenue growth * Self-motivated, proactive, and results-oriented mindset * Ability to work effectively in a fast-paced, dynamic startup environment * Proficiency in CRM software and other sales productivity tools * MBA highly preferred What You’ll Get: * Medical, dental, vision benefits * Flexible PTO * 401(k) * Flexible work from home policy * Home office stipend * Employee Assistance Program * Gym/Wifi reimbursement * Education assistance * Parental Leave Our Values: * Client First —> Listen, and deliver client-centric solutions * Be An Owner —> Take initiative, improve situations, drive positive outcomes * Excellence —> Always set the highest standard for yourself and others * Win Together —> 1 + 1 = 3 Who We Are: Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job Description About MediaRadar MediaRadar, now including the data and capabilities of Vivvix, powers the mission-critical marketing and sales decisions that drive competitive advantage. Our competitive advertising intelligence platform enables clients to achieve peak performance with always-on data and insights that span the media, creative, and business strategies of five million brands across 30+ media channels. By bringing the advertising past, present, and future into focus, our clients rapidly act on the competitive moves and emerging advertising trends impacting their business. Role Overview The Senior Analyst, Advertising Insights & Strategy Consultant serves as a strategic partner to key high-value accounts , delivering advanced advertising analytics and competitive insights that inform media investment strategies. This role combines hands-on data analysis with client-facing advisory work, development of custom reports and presentations, ensuring insights are translated into meaningful business outcomes. Requirements Responsibilities include Analytics & Insights (≈60%) • Partner with clients, Commercial teams, and Custom Project Managers to understand business goals and key use cases, delivering tailored analytics solutions that support strategic objectives., • Conduct in-depth analyses of competitive advertising activity across current and emerging media channels to uncover market trends, share shifts, and creative strategy changes, leveraging MediaRadar paid media data and key public sources., • Customize, normalize, and transform complex datasets to align with clients’ market perspectives, producing clear narratives and actionable insights., • Design, implement, and oversee advanced, client-tailored reporting and analytics solutions—such as line-of-business landscape analyses, share-of-spend reports, and other customized insights, including ad hoc requests—to inform strategic planning and support data-driven decision-making., • Serve as the primary point of contact for client stakeholders within research and competitive intelligence teams., • Collaborate with clients to identify business priorities, create tailored analytics solutions, and prepare statements of work for each engagement., • Lead presentations and consultation sessions to deliver insights., • Partner with account and product teams to communicate client feedback and influence roadmap priorities., • Bachelor’s degree in Marketing, Business Analytics, Media/Communications, or a related field., • 3–5+ years of experience in advertising analytics, consulting, market research, media agency strategy, and/or competitive intelligence., • Strong command of advertising metrics and media performance analytics, • Proficiency with ad intelligence and data visualization tools, • Excellent communication skills with the ability to lead client conversations and present to senior stakeholders., • Experience working with enterprise clients and a strong, hands-on understanding of a range of financial products and services, including Business Banking, Credit Cards, Wealth Management, and Telecom. In addition to career progression, training and development, and an excellent work/life balance, future Radarians can expect a great benefits package that includes: • Medical, Dental & Vision Insurance, • 401k with Company Match, • Flexible PTO, • Commuter Benefits, • Gym Discounts In accordance with the EEO-1 reporting requirements, we collect demographic data as part of our efforts to ensure fair and equitable hiring practices across all levels of our organization. We are committed to ensuring our recruitment process is accessible to all applicants. If you need a reasonable accommodation during the application or interview process, please contact us at . We’re excited to meet people who share our values and want to build the future with us!

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

Job DescriptionBPM-PR Firm is an award winning PR Agency dedicated to crafting impactful communication strategies for a diverse clientele. With an unwavering commitment to excellence, we prioritize building, enhancing, and safeguarding our clients' reputations through strategic PR initiatives. We are seeking a driven and dynamic commission based Inside Sales Representative to join our team and contribute to our growth by closing deals, managing CRM systems, and generating new leads. Must have extensive experience closing B2B deals and within relationship building + lead generation. BPM-PR Firm specializes in Fashion, Beauty, Lifestyle, Technology and Events however we also work cross industry for businesses, entertainment, experts, authors and more. Join a team where your voice is heard, creative and fun projects weekly, and real results are produced. Base salary position + commissions and growth potential. Sales Representatives are the first impression leaders for our boutique PR firm. Imagine a PR team that is actually fun to work with! We are on the hunt for an extreme self-starter that can work within a multi‐faceted and extremely fast-paced environment. Someone who knows the ins and outs of a well rounded and effective B2B sales process along side of lead generation initiatives, and strong closing skills. Quickly responding to and closely monitoring sales leads. Must possess superior sales knowledge, verbal and written communication skills, personable skills, and a wealth of general business knowledge. Job Summary: The Sales Representative will play a crucial role in driving revenue growth by identifying and securing new business opportunities, managing customer relationships, and optimizing our CRM system. The ideal candidate is a proactive self-starter with a strong background in sales, excellent communication skills, and a proven ability to close deals. This is a hybrid, full-time position that reports directly to the CEO and Operations Manager. Experience within an Agency setting is a plus. Key Responsibilities: • Conduct multi-channel lead research, generation, and outreach., • Identify and develop new sales channels and strategies for the firm., • Manage leads on a day-to-day basis and ensure timely follow-up., • Oversee sales pipeline management and communicate updates to management., • Prepare compelling proposals tailored to client needs., • Negotiate contracts, ensuring all terms are clearly defined and agreed upon., • Keep CRM system updated with accurate and up-to-date records of all sales activities and client interactions., • Schedule and coordinate sales meetings., • Close sales to meet or exceed targets., • Create detailed case studies showcasing successful client projects., • Collaborate closely with the email marketing team on campaigns and strategies., • Implement drip marketing strategies for leads that go silent., • Identify opportunities for corporate events, sponsorships, and partnerships., • Prepare and deliver regular sales and marketing reports., • Meet and exceed monthly and quarterly sales goals., • Conduct outreach and lead generation for sponsorship sales., • Attend regular sales networking meetings for BNI Chapter and other applicable networking organizations (remotely or in person)., • Proven experience as a Sales Representative, preferably in a PR agency or related industry., • Strong track record of meeting or exceeding sales targets and closing deals., • Excellent communication, negotiation, and presentation skills., • Proficiency in using CRM software (e.g., Salesforce, HubSpot, Pipedrive)., • Ability to manage multiple tasks and priorities effectively., • Strong problem-solving skills and a proactive approach to sales., • Ability to work independently and as part of a collaborative team., • Flexibility to travel as required.

Job DescriptionAbout Monstro Monstro is an AI-native fintech platform reimagining how people and institutions manage money. We're building a modern foundation for financial decision-making—combining intelligence, automation, and elegant design to help users make smarter choices with confidence. Our team includes experienced builders from leading fintech, wealth management, and technology companies, united by a shared goal: to create a category-defining product that transforms how financial insight is delivered and acted on. About the Role We're looking for a seasoned Staff level Android Engineer to join our founding team building the native Android experience for our financial platform. You'll design and deliver secure, high-performance features that help users understand and manage their financial lives, while laying the foundation for a long-term mobile architecture. This is a hands-on, collaborative role where your work will directly shape the core experience our users rely on every day. Why This Role Matters Monstro's mobile app is central to how users interact with their financial universe. Your work will help define the quality, responsiveness, and trustworthiness of that experience. The systems you build must be secure, elegant, and resilient—handling sensitive financial data at scale while remaining intuitive and reliable. What You'll Do Android Application Development Design, build, and maintain core features using Kotlin and modern Android frameworks (Jetpack Compose, AndroidX, Coroutines). Deliver smooth, intuitive user experiences that support complex financial workflows. Own feature development end-to-end—from architecture to implementation, testing, and release. Architecture & Scalability Establish architecture patterns (MVVM, MVI, Clean Architecture) that support speed, maintainability, and long-term scale. Optimize performance, responsiveness, offline/online behavior, and data persistence. Build for speed and correctness in a regulated environment. Integration & Data Handling Integrate mobile clients with backend APIs, financial data systems, and third-party providers. Work closely with backend engineers to shape efficient API interactions and ensure seamless real-time data flows within the app. Security & Compliance Implement secure data handling practices required for financial applications. Ensure proper encryption, secure storage, authentication flows, and session management. Build with the rigor necessary for regulated, high-trust environments. Collaboration & Execution Partner with product managers, designers, and fellow engineers to deliver cohesive, user-centered features. Contribute to architectural discussions, planning, and code reviews. Support engineering excellence through documentation, testing, and raising the overall technical bar. What Success Looks Like • The Android experience is fast, secure, and reliable—earning user trust through performance and clarity., • The codebase is clean, scalable, and adaptable to rapid iteration and future features., • Architecture patterns are consistent, documented, and adopted across mobile engineering., • The app consistently meets Monstro's standards for performance, security, and usability in a regulated environment., • Collaboration, documentation, and technical rigor are elevated across the team through your example.What We're Looking For, • 8–12+ years of professional Android development experience, with a demonstrated history of leading the design and evolution of large-scale Android systems and influencing the technical direction of high-impact, long-lived products, • Expert-level Kotlin and Android platform expertise, with the ability to set standards and best practices for modern Android development across multiple teams, • Proven ownership of cross-cutting Android initiatives (e.g., shared frameworks, platform migrations, architectural overhauls), driving work from ambiguous problem definition through sustained adoption, • Demonstrated ability to define, evolve, and steward Android architecture (e.g., MVVM, MVI, Clean Architecture) at a system and ecosystem level, making informed tradeoffs across product velocity, scalability, performance, and long-term maintainability, • Deep experience with modern Android frameworks and libraries, including Jetpack Compose, AndroidX, Coroutines, and related tooling, with a track record of introducing or scaling these technologies across teams, • Recognized expertise in Android security and data protection, including encryption, authentication/authorization flows, key management, and platform security best practices, with responsibility for setting security direction and reviewing high-risk designs, • Demonstrated ability to diagnose and resolve complex issues related to performance, memory, threading, and real-world device constraints, • Exceptional communication and influence skills, with the ability to align engineers, product managers, designers, and leadership around technical strategy and tradeoffs in complex, fast-moving environments, • Ability to lead by example, conduct high-quality code reviews, mentor engineers, and help raise the overall technical bar, • Genuine passion for building high-quality software, with a continuous improvement mindset and curiosity to stay current with Android platform evolution, • A clear, accountable leader who drives initiatives to completion, navigates ambiguity with confidence, and multiplies the effectiveness of other engineers Why Monstro? • Ownership & Impact: Shape the future of AI-powered finance—building a category-defining product used by consumers and institutions around the world., • Elite Team: Join a team with leadership that has a track record of scaling companies from early stage to major exits., • Principles-Driven Culture: Work in a culture that values speed, ownership, and impact—what most companies achieve in 90 days, we do in 45., • Comprehensive Compensation Package: Competitive salary, equity, and robust benefits package, including paid health, vision, dental, and disability coverage. Note: This role will be hybrid for those in the NYC metro or remote for those in the Denver metro area (but with the expectation of periodic in-person collaboration) Compensation Range (New York City): $190,000 – $222,000 Compensation Range (Denver Metro): $167,000 – $196,000 *The posted range reflects the base salary for this role across the market ranges for each location. Final compensation will depend on a variety of factors, including experience, skills, internal leveling, and market conditions, and will be offered within the stated range in accordance with applicable pay transparency laws. Ready to Build With Us? If you're excited to contribute to a high-bar team building something meaningful, we love to hear from you!

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION This role, within the Business Development team, is critical to accelerating our product strategy and commercial objectives by bringing new integrated capabilities to market. As the Solutions Partner Manager, you will own the strategy and execution of our integration roadmap with our Strategic Partners, including the translation of commercial opportunities into tangible product development initiatives. You will act as the primary interface between partner's Product and Operational leaders and Pontera's Engineering, Product, and Business Development teams, managing complex projects end-to-end. We are looking for a solutions-driven leader who can bring best-in-class project management, technical proficiency, and strategic thinking to unlock opportunities with the largest Wealth Management Technology platforms, Custodians, and TAMPs and accelerate Pontera's growth. RESPONSIBILITIES • Project Management (PMO): Serve as the central Project Management Office (PMO) for complex, strategic integrations. This includes overseeing the full implementation cycle from conception through to launch, and managing timelines, risks, and cross-functional dependencies across R&D, GTM, and Product teams., • Solutions Architecture: Lead deep scoping and solutioning discussions with partner Product, Engineering, and Implementation teams. This involves defining clear technical requirements, conducting appropriate handoffs with R&D and Product, and routinely engaging with key customers to gather feedback on integration needs., • Roadmap & Prioritization: Own and manage the integration roadmap in close collaboration with the Director of Strategic Partnerships and Director of R&D. Prioritize development based on commercial value, technical feasibility, and alignment with partnership strategy. Additionally, implement internal processes that allow us to source, prioritize, and execute on customer and internal feedback related to our integrations., • Relationship Management & GTM: Build and maintain relationships and open lines of communication with partners' technical teams, including Product, Engineering, Implementation, and Data Operations leadership. Develop comprehensive collateral, user guides, and other integration-focused content in collaboration with external stakeholders and Product Marketing to drive adoption.REQUIREMENTS, • 7+ years of experience in an Integrations, Technology Partnerships, PMO, or Product Management role within FinTech, WealthTech, or high-growth SaaS., • Highly solutions-oriented with a track record of translating ambiguous commercial needs into defined technical specifications., • Exceptional communication skills, capable of bridging complex technical concepts for Executive, Commercial, and Engineering audiences., • Deep understanding of API integrations, data structures, and the software development lifecycle, as well as a strong handle of enterprise SaaS business models and GTM motions., • Proven expertise in project management and the ability to serve as a PMO for external-facing initiatives.WHAT WE OFFER, • Compensation: $180,000 to $200,000 annually, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program

Job Description BBR Partners is a boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. Our clients are comprised of the brightest minds in the financial and investing worlds, entrepreneurs, business owners, leaders, and influential families who entrust us with the holistic care of their fiscal well-being. The firm was founded in early 2000 and for over 20 years has nurtured our culture with talented people from diverse backgrounds who care about each other, our clients, and our collective communities. In our quest for continuous improvement, we strive to develop not only world class talent, but world class humans! POSITION OVERVIEW BBR Partners is seeking a Full-Stack Software Engineer to play a key role in developing our modern application ecosystem with an API-first, product engineered architecture. Your work will directly support the growing needs of our advisory, operations, and research organizations. In this role, you will collaborate with business stakeholders, data teams, and other developers to design, build, and implement robust software solutions that meet both technical and operational requirements. You'll be designing and delivering modern, scalable systems in production, under live client constraints, while strategically decoupling legacy applications that power critical asset management capabilities (e.g. Client Reporting, Portfolio Management, Trading, and Operations). You'll work alongside a team of skilled Software Engineers to build API products, own end-to-end product modules, establish engineering standards, and expand engineering rigor across the team through this transformation. This role requires technical depth, pragmatic decision-making, and the ability to operate effectively with both engineers and business stakeholders in a high-trust, fast-moving environment. RESPONSIBILITIES • Design and Build: Full-stack applications and APIs to support portfolio management, trading, and operational workflows in conjunction with technical and business teams., • Modernize Under Constraints: Incrementally replace legacy functionality with maintainable, API-backed services—without breaking production or disrupting critical client workflows; implement feature flags, rollback strategies, and validation mechanisms to ensure zero regressions., • Architect Modern Solutions: Design and expand modern web applications while incorporating best practices, focusing on maintainability, scalability, performance, and correctness for complex investment domains (securities, accounts, mandates, performance, composites)., • Integrate with 3rd Party Systems: Develop APIs and integrations with third-party asset management platforms and data providers, including market data providers (FactSet, Bloomberg, Refinitiv), execution platforms, reporting tools (Seismic, d1g1t), and portfolio accounting systems (APX)., • Maintain Infrastructure: Deploy, configure, and manage Python (Django/FastAPI) and React applications across a hybrid environment (Linux/Windows, Docker, VMs) to ensure reliable deployment and uptime; instrument services with observability tooling (Datadog) and participate in on-call rotations., • Propagate Best Practices: Introduce and enforce unified standards, unit testing, CI/CD pipelines, version control workflows, secrets management, and other development best practices to improve the team's workflow and code quality., • Collaborate with Data Teams: Partner with data engineers on versioned data contracts (dbt + Snowflake) and service integration patterns to support decoupling applications from direct database dependencies., • Technical Expertise, • 3-5 years of professional software engineering experience with significant full-stack ownership and production accountability., • Proven success modernizing legacy systems under production constraints - demonstrated experience sunsetting and replacing outdated software solutions with maintainable, scalable systems., • Python web frameworks: Deep, hands-on experience building scalable services using Django, Flask, or FastAPI in production environments., • React and TypeScript: Production experience delivering data-heavy, high-trust user interfaces for complex workflows., • Relational databases: Strong expertise modeling and querying relational data (PostgreSQL, SQL Server, MySQL) with attention to schema design, performance, referential integrity, and auditability., • Cloud and infrastructure: Hands-on experience with containers (Docker), CI/CD pipelines, secrets management, and runtime observability using Datadog, New Relic, or similar platforms., • Testing mindset: Demonstrated use of unit, integration, and E2E testing frameworks (pytest, vitest, Playwright, or equivalents)., • Domain Knowledge, • Financial services experience: Background developing or supporting systems for portfolio management, trading, risk management, or wealth management operations., • Investment data fluency: Familiarity with financial data providers (Bloomberg, FactSet, Refinitiv), common identifiers (FIGI, SEDOL, CUSIP), and third-party platforms (OMS/EMS, portfolio accounting systems like Advent APX or Geneva)., • Knowledge of financial instruments, market data, and investment workflows (performance attribution, composite construction, rebalancing, reconciliation)., • Professional Attributes, • Clear communication and product sense: Ability to collaborate effectively with both technical and non-technical stakeholders; translate business needs into technical solutions without over-engineering., • Bias for pragmatism: Track record of making well-reasoned tradeoffs, favoring readable code, small iterations, and sustainable progress over perfection., • Strong collaborator: Performs thoughtful code reviews, writes clear design feedback, pairs with teammates, and helps raise engineering standards through mentoring, knowledge sharing, and consistent follow-through on team practices., • Comfort with ambiguity: Able to work independently, prioritize effectively, and operate in a dynamic environment where requirements evolve and legacy constraints are real., • Development Practices, • Experience advancing SDLC maturity - version control (Git), branching strategies, pull request workflows, and automated testing/deployment., • Familiarity with API design (REST, OpenAPI/Swagger), versioning strategies, and backward compatibility., • Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment., • Competitive base salary and incentive compensation., • Company subsidized health, dental and vision insurance for employee, partner, and dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care., • Personalized development and career opportunities., • Flexible time off, paid parental leave, and opportunity for Sabbatical with company tenure., • Hybrid remote work environment, "Work from Anywhere" weeks, and casual dress. Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $115,000 and $135,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Senior Product Owner LOCATION: Hybrid in New York or Jacksonville, or remote within the US SALARY: $120,000 - $155,000 (based on NYC, will be adjusted for geo) The Role: We’re looking for a highly skilled and experienced Senior Product Owner to serve as the execution leader for critical projects, product level enhancements, and defect remediation. This role demands mastery of Agile practices, exceptional backlog management, and the ability to drive multiple dedicated development teams toward timely, high-quality delivery. You will be the tactical powerhouse ensuring our product vision is translated into working software. The Senior Product Owner is the definitive authority on the day-to-day execution of the development process. You will focus intensely on maximizing the flow of value delivered by the development teams, managing cross-team dependencies, and ensuring technical details and acceptance criteria are flawless. What You’ll Do: • Backlog Management, • Own, prioritize and refine the product backlog for multiple teams, ensuring items are clearly defined, detailed, and ordered to maximize business value., • Detailed Story Writing, • Write exceptionally clear, concise, and detailed epic specs user stories and acceptance criteria for complex features, leaving no ambiguity for the development teams., • Technical Alignment, • Work closely with technical leads and architects to understand technical constraints, resource requirements, and prioritization of features against technical debt., • Acceptance and Quality, • Be the sole decision maker for accepting or rejecting product level enhancements, holding the team accountable for meeting the definition of done and high-quality standard before any release., • Agile Team Facilitation, • Partner with engineers to define clear, achievable goals and lead all key ceremonies to maintain team focus, momentum, and alignment., • Monitor key metrics and work with team to continuously identify and remove execution impediments and bottlenecks., • Product Partnership, • 6-10 years of dedicated experience as a Product Owner in a fast-paced, high-execution environment, specifically managing complex software products., • Master-level understanding and practical application of Agile/Scrum principles; proven ability to drive a team's day-to-day execution effectively., • Exceptional attention to detail in writing User Stories and Acceptance Criteria; a demonstrated obsession with quality and clear documentation., • Strong background or foundational knowledge in software development processes, system integrations, and data flows to effectively guide technical decision-making., • Proven ability to communicate technical details and complex trade-offs clearly and precisely to engineering teams., • Certified Scrum Product Owner (CSPO) or Professional Scrum Product Owner (PSPO) certification is highly preferred. What You’ll Get: • Medical, dental, vision benefits, • Flexible PTO, • 401(k), • Flexible work from home policy, • Home office stipend, • Employee Assistance Program, • Gym/Wifi reimbursement, • Education assistance, • Client First —> Listen, and deliver client-centric solutions, • Be An Owner —> Take initiative, improve situations, drive positive outcomes, • Excellence —> Always set the highest standard for yourself and others Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The role: We’re hiring a Chief of Staff to the CEO to take on the work - big and small - that drives Arch forward. You’ll act as an extension of the CEO, picking up strategic projects, producing insights from data, unblocking operational bottlenecks, and ensuring the company moves faster and with more focus. No two days will look the same. You’ll combine strategic thinking with tactical execution, moving from building a model or board deck to coordinating an investor intro or running down a legal item. If you’re low-ego, detail-obsessed, and excited by intense, hands-on work at a high-growth company, this is the role. This is likely a 2 year role – after this role, we’ll look to deploy you functionally into the business (i.e. find a function or larger project to run) At Arch you will: * Work closely with the CEO and leadership to execute on the the biggest (and smallest) priorities at Arch * Help the CEO and Arch do more – your role is to pick up ideas and turn them into initiatives, run projects, propose solutions, and generally think 2 steps ahead * Grow the Arch business – helping Arch reach, build relationships with, and close key stakeholders. * Identify and reduce efficiency blindspots and operational bottlenecks. Spearhead improvements that ultimately help Arch scale faster. * Support the CEO in formulating and implementing strategies to meet revenue goals and drive business growth. * Overseeing strategic business initiatives, from development through successful execution, under the guidance of senior leadership and department heads. * Execute on hundreds of other priorities and tasks, we haven’t yet defined. * Serve as a force multiplier for the CEO: triage inbound requests, decide what to take on, and ensure top priorities move forward. * Turn ambiguous asks into clear, repeatable processes: document workflows, operationalize insights, and reduce blind spots. * Execute small but critical tasks with accuracy—nothing is beneath you, and the bar for quality is high. Reach out to us if you: * Want a fast-paced, hands-on learning experience to deepen your expertise in wealth and asset management. * Have 4-6 years of experience working for a top investment bank, consulting firm, or private equity firm. * Startup / portfolio company operating experience a nice-to-have * Can context switch quickly, between cranking out an excel model / building a deck, to meeting with a high profile client or partner * Are a low ego, highly intelligent, quick learner eager to roll up your sleeves and tackle any tasks - this is not an admin assistant role, but no task is too small. * Our CEO manages his own calendar, loads the dishwasher, and cold outbounds to clients, and so will you! * Can juggle and prioritize dozens of things at a time. We have a lot going on here, and you will be integral in executing on some of the biggest (and smallest) priorities of the firm. * Thrive in ambiguity, adapt quickly to new opportunities, and take initiative to get things done. * Have exceptional communication, organizational, and problem solving skills with a proactive problem-solving attitude. * Know that a high growth company, often means solving problems at 10pm, and that excites you * Have financial fluency - can read a balance sheet, interpret financials, and build lightweight models * Thrive in an environment where priorities shift quickly and nights/weekends are sometimes part of the work A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $132K - $178K

Job Description BBR Partners is a premiere, boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. The firm was founded in early 2000 and for over 25 years, we have nurtured our culture with talented people from diverse backgrounds who care about each other, our clients, and our collective communities. In our quest for continuous improvement, we strive to develop not only world class talent but world class humans! Job Description: BBR partners is seeking a Director of Infrastructure, based in the New York office, to play an integral role as a member of its IT department. Responsibilities include delivery of all IT infrastructure and related IT operations used to enable business capabilities and services across the firm. This person will be responsible for defining IT Infrastructure strategy, direction, architecture, standards, and management to include disaster recovery, security, systems, servers, networks, and storage. This role will manage the IT helpdesk and system engineers and must ensure reliable 24x7 operations. This role will report directly to the CTO. Responsibilities: Strategic Leadership • Set the mission, vision, and strategy of the IT Infrastructure to maximize the success of business and IT enterprise initiatives., • Lead infrastructure modernization initiatives including cloud migration, network upgrades, and automation., • Collaborate with senior leadership to support digital transformation and innovation., • Build successful stakeholder relationships with other IT and business leaders by developing a clear understanding of business needs and ensuring cost-effective delivery of IT services to meet those needs., • Research and recommend new technologies, applications, hardware, etc. Provide direction on what emerging technologies should be incorporated into products and services to successfully deliver overall IT strategy., • Architect and oversee hybrid and cloud environments (preferably Azure), ensuring optimal performance, scalability, resiliency, security, and cost-efficiency., • Champion DevOps best practices including CI/CD pipelines, infrastructure-as-code, configuration management, automated testing, and monitoring., • Manage ongoing strategic vendor partner relationships, including but not limited to MSP and MSSP relationships, and ensure timely and cost-effective delivery of services and products. Conduct vendor evaluations ensuring best in class technologies and partners., • Oversee the day-to-day operations of infrastructure including our data center, cloud environment, networks, storage, and disaster recovery., • Administer our M365 environment, including but not limited to Exchange Online, MS Teams, Azure Active Directory, and MS Dynamics 365, • Oversee the monitoring, maintenance, testing and administration of all IT systems, to include applications, servers, storage, firewalls, switches, desktops, laptops, A/V equipment, and mobile devices. Implement upgrades needed to maintain service levels., • Manage the company's Cybersecurity strategy roadmap. Maintain a Disaster Recovery strategy plan for critical systems and infrastructure., • Establish and maintain compliance with necessary IT policies and procedures for the smooth operations and recovery of the computing environment. Deploy and manage systems/ applications/monitoring processes and tools to proactively identify and resolve problems within the environment., • Own the third-party risk management program including vendor security assessments and ongoing monitoring of supply chain and SaaS risks., • Partner with compliance team to ensure infrastructure meets cybersecurity and regulatory standards (e.g., SEC)., • Be an escalation point for Tech Support including any issues related to the end-user computing environment (desktops, laptops, mobile devices, printers, applications, etc.). Ensure end-user needs are met in a timely and effective manner., • Build and lead a high-performing infrastructure team, fostering a culture of accountability and continuous improvement., • Develop and manage infrastructure budgets, forecasts, and capacity planning., • Microsoft certifications i.e., Azure Solutions Architect Expert, Cybersecurity Architect Expert, • Cybersecurity certifications i.e. CISSP, CISM, CCSP, • Microsoft Windows Server 2016, 2019, 2022, 2025, Linux (Ubuntu 22.04 and higher), • Windows 11, • Containerization (Docker, Kubernetes), CI/CD Pipelines (GitHub Actions, Jenkins), Version Control (Git) and Infrastructure as Code (Terraform, ARM, Packer), • Configuration Management technologies i.e., Ansible, Puppet, Chef, • Understanding of SAST/DAST/SCA tooling such as Snyk, Veracode or Checkmarx, • Familiar with secrets management (Hashicorp Vault, Azure Key Vault, or Keeper), • VMware in multiple host environments, • Remote desktop technologies (Citrix, VPN, VDI), • Programming/scripting skills in Python, Bash or PowerShell, • Cloud Services with preferred Azure, • M365 (Entra ID, email, MS Teams, SharePoint, OneDrive, Power BI, Power Automate, MS Office 365, conditional access policies), • Strong understanding of networking and routing, • Hardware: PC's, laptops, printers, Nutanix servers, Cisco switches and Fortinet firewalls a plus, • Knowledge of products like Varonis, Zscaler, Logic Monitor, Tenable, Rubrik, • EDR software, DLP Software, and Micro segmentation software, • CSPM, SSPM, • TCP/IP, DNS, DHCP, WAN, LAN, VoIP, VLAN, • A bachelor's or advanced degree in computer science, business information systems, or other computer related degree, • 10+ years' experience helping to transform IT infrastructure, • Proven experience in IT infrastructure management in a complex environment and a background in architecture, systems administration, network administration, cloud architecture, and DevOps, • Leadership experience in directing, leading, and mentoring IT professionals, • Familiar with Zero Trust architectures and cloud-native security best practices, • Solid project management skills and the ability to manage multiple projects concurrently, • Demonstrates the business and financial acumen necessary to develop and present ideas and solutions in a clear, concise, organized manner, • Strong written/verbal communication skills. Effective in influencing and negotiating to achieve amicable outcomes, • Ability to effectively deal with work pressure, and maintain a composed and calm attitude, • Ability to evolve and quickly learn bleeding edge technologies, • Competitive base salary and incentive compensation., • Company subsidized medical/Rx, dental and vision insurance for employee, partner & dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA), and flexible spending programs for medical and dependent care., • Personalized development and career growth opportunities., • Volunteer opportunities and gift-matching program., • Flexible time off, paid parental leave, and Sabbatical with company tenure. Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between 175,000 and 275,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job DescriptionTax Manager (C-Corps, 5471/5472) Tax Manager (C-Corps, 5471/5472) Company Overview: We are a cutting-edge and rapidly growing investment and wealth management firm based in Boston, MA. With over 600 employees across 5 different countries, we have become one of the most widely used and reputable services across the globe. We are a client-focused firm that works to deepen relationships and deliver first-class service to the individuals, families, and corporations we work with. Position Overview We are seeking a highly skilled Tax Manager with extensive experience in managing tax compliance and reporting for C-Corporations. The ideal candidate will oversee the preparation and filing of various tax forms, ensure compliance with federal and state tax regulations, and provide strategic tax planning advice to enhance the organization's tax position. Key Responsibilities • Manage and oversee the preparation and filing of corporate tax returns for C-Corporations, including forms 5471 and 5472., • Ensure compliance with federal and state income tax regulations, including estimated tax payments and 1099 reporting., • Develop and implement tax planning strategies to minimize tax liabilities and enhance financial performance., • Review and analyze tax provisions, and assist with audits and tax-related inquiries., • Coordinate with cross-functional teams to gather necessary data for tax reporting and compliance purposes., • Bachelor's degree in Accounting, Finance, or a related field; Master's degree or JD is a plus., • Certified Public Accountant (CPA) designation is required., • Minimum of 5 years of experience in corporate tax management, focusing on C-Corporations., • Strong knowledge of federal and state income tax regulations and compliance requirements., • Proficiency in tax software such as ProFX and Axcess Tax, and familiarity with tax forms including 1042., • Medical, • Dental, • Vision, • 401k w/ match, • PTO, • Remote flex (Must be local) - For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 12/10/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.

Job Description Harlem Children’s Zone (HCZ) — a world-renowned education and poverty-fighting organization based in New York — seeks an enthusiastic, dedicated, and mission-aligned College Leadership Coordinator. The Leadership Program Coordinator will demonstrate a deep passion for the mission of the Harlem Children’s Zone—to break the cycle of intergenerational poverty through comprehensive, community-based programs that create opportunities for children and families to thrive in school, work, and life. This role will report to our College Success Office (CSO) while maintaining close alignment with the goals and priorities of the Wealth Builds National Hub. The position serves as a participant-facing counselor and also takes on coordinating and administrative responsibilities. The program supports high-achieving college student-leaders through leadership development, tuition assistance, and access to a strong network of stakeholders and resources. The role focuses on guiding students as they transition to and persist through college, pursuing their post-secondary goals. Ideal candidates have experience in high school and college counseling or college admissions and are passionate about helping students complete college while fostering their career development and leadership growth. Our mission is to ensure that our participants are provided with the resources and guidance needed to be successful in college and beyond. The main components of our College Success support include student outreach, academic support and guidance, financial aid advisement, college transfer assistance, summer and winter internship opportunities, and community-building efforts within our program. For more information, check out Want to work at Harlem Children's Zone? Here are 7 things you need to know. Requirements • Bachelor’s degree required; Master’s of Education, Counseling, or a related social services field preferred., • A minimum of 2–3 years of proven experience in internship placement and student advising, with a strong track record of using data-driven strategies to boost student success and outcomes. Who you are • Strong organizational skills, attention to detail, and ability to complete tasks accurately and in a timely manner. You are a good project manager., • Demonstrated ability to thrive in a fast-paced, dynamic environment while maintaining a high level of professional acumen, sound judgment, and attention to detail in managing multiple priorities and stakeholder relationships., • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and Outlook. Experience with Salesforce and Monday.com (or other project management platforms) is a plus., • You are a detail-oriented coordinator with experience in college counseling and a proven ability to build strong, supportive relationships with students and stakeholders., • Ability and willingness to work a flexible schedule to accommodate program needs, including evenings and some weekends, when necessary, as well as the ability and willingness to travel to execute campus visits and other program experiences., • Passion for and commitment to the mission of the Harlem Children’s Zone What You’ll Do • Manage and maintain caseloads of multiple cohorts of the leadership program’s participants, using the appreciative advising model, focusing on college transition/persistence/completion and career readiness (based on the appreciative advising model), • Assist students with class selection and registration, financial aid renewal and verification, academic appeals, and the college transfer process, • Monitor progress toward educational goals and meet with students to review academic (financial) eligibility and satisfactory progress toward graduation by meeting with students periodically, • Collaborate with Career Services and other Wealth Builds teams to ensure students are engaging and gaining career awareness, exposure, and other wealth-building supports, including but not limited to summer career opportunities, meaningful internships, and study abroad programs, • Collaborate with the Social Services team to solve socio-emotional issues, • Serve as a critical thought partner and offer support in the execution of programmatic priorities, special cohort events/gatherings, and more, • Collect and record college and career data for 100% of participants, including but not limited to transcripts, resumes, bills & schedules, financial aid: FAFSA, TAP, Pell, and others, graduate confirmation, etc., • Develop and implement Appreciative Advising Action Plans twice a year for each student on your caseload, while maintaining up-to-date case files—including bursar bills, class schedules, degree audits, and syllabi—and regularly documenting student progress through daily and monthly case notes, • Maintain and record frequent and regular contact with students to monitor progress and to troubleshoot academic, financial, and socio-emotional issues, • Conduct productive college campus visits for all priority cohort members, • Establish and maintain strong relationships with campus liaisons through ongoing communication and campus visits, while also advocating on behalf of students to key college and university offices, including Financial Aid, Academic Support Centers, and Admissions., • Perform any additional duties as assigned within the College Success Office (CSO) and the Wealth Builds National Hub Schedule • Monday - Friday, 9 AM - 5 PM, flexibility required, • Some weekends and evenings, depending on site needs and events, • 12 Months As a member of the Harlem Children's Zone team, you will join a supportive and inclusive community dedicated to helping children, families — and our staff — thrive. We offer highly competitive salaries, a comprehensive benefits package, and opportunities for growth. Our exceptional full-time benefits include: • Highly competitive base salaries, • Paid time off, • Employee referral bonus, • Career Advancement, • No-cost health insurance, • Life Insurance, • Short-and long-term disability, • Additional voluntary benefits, • Wellness discounts, • Commuter benefits, • Financial wellness perks, • Additional Benefits (Discounts on flights, hotels, theme parks, concert tickets, and more.) We offer competitive salaries and a comprehensive benefits package. The salary range is $70,000 to $80,000. To be considered, interested applicants should submit their applications directly through the posting. No telephone inquiries or recruiters, please. Replies will only be sent to qualified applicants. HCZ is an EOE.

Job Description Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series C funding round brought our total investment to over $170 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 6 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Your Role: As Alpaca's Events Marketing Manager, you'll own the end-to-end event strategy, planning and execution that grow Alpaca's presence across two diverse yet core audiences: institutional partners and our developer-first, retail community. Your mission is to deliver high-impact virtual and in-person experiences from executive conferences to developer workshops while building integrated promotional plans that drive its awareness, engagement, and measurable business outcomes. You'll turn events into a repeatable engine for community growth, brand trust, and pipeline influence that works cross-functionally with Marketing, Product, Sales, and Business Development. This role is an individual contributor reporting directly to the Marketing Director. Alpaca's Marketing team is 100% remote and distributed across North America, Europe and Australia. Core Timezone: Pacific, North America to Greenwich Mean Time (with 5 working hours overlapping in Eastern, North America) Things You Get To Do: Event Strategy & Planning (B2B + B2C) • Develop and own Alpaca's annual events strategy for both institutional and developer audiences: defining goals, target segments, formats, and success metrics., • Build an integrated event calendar spanning conferences, trade shows, partner events, webinars, workshops, hackathons, and community meetups., • Lead all logistics for virtual and in-person events: venue selection, AV, catering, swag, registration, travel coordination, speaker management, and run-of-show., • Manage external agencies and vendors (event production, creative, AV, etc.) when needed while maintaining high quality and consistency., • Own go-to-market plans for each event: positioning, messaging, audience targeting, and promotional timelines., • Work closely with the content and design team members to create compelling assets (landing pages, emails, social posts, decks, one-pagers, signage)., • Segment and tailor messaging for B2B decision-makers versus developers and builders., • Use events as a primary lever to grow and activate Alpaca's developer and grassroots communities., • Host and support developer-first events such as hackathons, office hours, technical workshops, and product launch sessions., • Define clear KPIs for each event (registrations, attendance, lead quality, pipeline impact, NPS)., • Track performance using analytics, CRM, and marketing tools; report outcomes and insights to stakeholders., • Proven ability to own the full lifecycle of events: strategy, planning, promotion, execution, and post-event measurement, • Strong project management and organizational skills; you're comfortable juggling multiple events, timelines, and stakeholders in a fast-paced environment, • Excellent communication skills (written and verbal) with the ability to tailor messaging to both executive-level institutional audiences and hands-on technical users, • Familiarity with tools such as CRM/marketing automation platforms, webinar and virtual event platforms, and event management/registration tools, • Data-driven mindset with experience tracking event metrics and turning insights into actionable improvements, • Comfortable working cross-functionally with Sales, Product, Business Development, and Marketing to align events with business goals, • Background in fintech, SaaS, or capital markets, • Prior experience running events for developer ecosystems (e.g., API platforms, SDKs, tools, or cloud services), • Experience in managing virtual and in-person events, with the ability to multitask and coordinate logisticsHow We Take Care of You:, • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500 Recruitment Privacy Policy

Job DescriptionAbout Monstro Monstro is an AI-native fintech platform reimagining how people and institutions manage money. We're building a modern foundation for financial decision-making—combining intelligence, automation, and elegant design to help users make smarter choices with confidence. Our team includes experienced builders from leading fintech, wealth management, and technology companies, united by a shared goal: to create a category-defining product that transforms how financial insight is delivered and acted on. The Opportunity Monstro is hiring a VP of Product who is AI-native and thrives in high-ownership, early-stage environments. Product direction, documentation, and early designs are already in place. Now we need a product leader who can turn that foundation into a scalable product engine. Monstro is defining an entirely new category in modern banking and this is not a traditional "inherit a mature team and roadmap" role. It's a hands-on leadership role for someone who builds the operating model and scales products from a defined MVP to multi-bank adoption. If your experience is rooted primarily in process management at large organizations, this is not the right fit. You'll work directly with the Founder, COO, and CTO to build the operating model for how Monstro designs, ships, and iterates across two products: • a bank-branded mobile consumer experience, and, • Turn existing vision and designs into a clear product development workflow., • Define a modern, AI-first product process., • Leverage AI tools to explore concepts, workflows, prototypes, and user journeys., • Start from a defined MVP: finalize, refine, and prepare it for early customers., • Lead the product evolution beyond MVP as we expand into multiple banks., • Shape the roadmap across mobile consumer experience and institutional workflows and tools., • Own the bank-branded mobile experience and the institutional platform., • Partner directly with engineering and design to ship quickly and iterate., • Establish simple, effective ways of planning, prioritizing, and making product decisions., • Create the language and mental models for a new financial product category., • Define how banks guide customers using AI-native intelligence, creating a modern approach to financial guidance, personalization, and actionability.You're a solid fit if you…, • Think in first principles, not legacy banking logic., • Apply AI across design, product requirements, and technical handoff to speed up exploration and iteration., • Can move between consumer UX and institutional workflow design., • Listen closely to early customers, surface the most important product opportunities, and translate them into fast, high-impact improvements., • Have built products with minimal resources, imperfect inputs, and fast iteration cycles., • Are energized by building a new product category rather than optimizing an existing one.Experience, • 10+ years in product; solid early-stage or growth-stage experience, • AI-native mindset with hands-on experience across design, product requirements, user stories, and technical handoff, • Experience in fintech, wealth, banking, or complex data products is preferred, • Strong builder DNA (you have shipped products without an army behind you)Why Monstro?, • Ownership & Impact: Shape the future of AI-powered finance—building a category-defining product used by consumers and institutions around the world., • Elite Team: Join a leadership team with a track record of scaling companies from early stage to major exits., • Principles-Driven Culture: Work in a culture that values speed, ownership, and impact—what most companies achieve in 90 days, we do in 45., • Comprehensive Compensation Package: Competitive salary, equity, and robust benefits package, including paid health, vision, dental, and disability coverage. Note: This role will be hybrid in our NYC office Compensation Range (New York City): $250,000 – $280,000 base + equity and performance upside. *The posted range reflects the base salary for this role across the market ranges for each location. Final compensation will depend on a variety of factors, including experience, skills, internal leveling, and market conditions, and will be offered within the stated range in accordance with applicable pay transparency laws.Ready to Build With Us? If you're excited to contribute to a high-bar team building something meaningful, we love to hear from you!

Job DescriptionLeadership position solving complex, data driven scenarios with elegant, client focused solutions for an innovative wealth-tech firm. Responsibilities: • Deliver to users beautifully designed products which help them deepen their brand and expand the capabilities available to serve their clients, • Provide frictionless, adaptable design solutions which are scalable and customizable to fit the needs of multiple product channels, • Drive consistency and unity throughout the platform to maximize production and quality, • Create the vision, roadmap and development of digital channel based on consumer insights—tapping into both internal development resources and external solutions, methodologies, and technologies, • Lead a team and marshal resources to create better, faster, easier, and more efficient user experiences by harnessing technology and creativity Requirements: • Strong understanding of developing technologies, trends and market intelligence and a history of utilizing that information to inform and drive large-scale improvement, • Familiarity with various critical banking tools and technologies and the ability to collect, interpret and utilize data and analytics to craft the strategy for the platform, • Experience building consensus and delivering results within an agile framework across engineering, design, U/X, and user research teams, • Subject matter expertise with Fintech, Investment, or Wealth-tech products, preferably advisor or investor platforms, • Deep knowledge human-centered design including journey mapping and market segmentation within the financial industry, • Thoughtful leader with ability to motivate and develop junior product designers, business analysts and cross functional team members to meet and exceed client expectations, • Strong technical writing skills to facilitate the creation of product design documentation, • Proficiency in digital design, marketing, communications, computer science, finance, and/or engineering gained by academic and/or equivalent work experience For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job DescriptionJob Summary The Client Partner (CP) role at Vertical Relevance is a strategic position focused on driving business growth within the financial services sector. As a CP, you will be responsible for identifying and closing new consulting opportunities, cultivating relationships with key decision-makers, and positioning Vertical Relevance as a trusted partner for business and technology consulting solutions. Key Responsibilities • Business Development, • Identify and close new consulting opportunities in financial services., • Develop and execute sales strategies to effectively position Vertical Relevance's services., • Leverage personal networks and internal relationships to generate leads., • Client Relationship Management, • Establish and maintain relationships with key decision-makers at target accounts., • Position Vertical Relevance as a strategic partner for business and technology consulting solutions., • Manage client relationships throughout the sales cycle., • Collaboration & Strategy, • Work with internal delivery teams to develop competitive proposals and estimates., • Collaborate with solution partners (AWS, ServiceNow) to create go-to-market strategies., • Drive account planning processes to uncover opportunities within existing clients and develop new logos., • Sales Execution, • Manage multiple deal cycles concurrently while maintaining accurate pipeline and forecast data., • Meet or exceed quarterly sales quotas by driving revenue growth through strategic engagements., • Leadership & Advocacy, • Act as a trusted advisor to clients by understanding their business challenges and offering tailored solutions., • Minimum of 3 years of experience selling consulting services or software solutions into the financial services industry., • Proven track record of meeting or exceeding sales targets in a consultative selling environment., • Strong presentation skills with the ability to communicate effectively at all organizational levels., • Familiarity with business development methodologies, including technology roadmaps and assessments., • Financial Services (Wealth Management, Asset Management, Insurance, Banking, Cards / Payments), • Cloud Computing (AWS) Powered by JazzHR jHmPWSY6ZQ

Job Description About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. We are seeking a data-driven and innovative Business Analytics Intern to join our Corporate Technology team this summer. This opportunity offers hands-on experience analyzing business data and supporting technology-driven initiatives in a fast-paced corporate environment. You’ll collaborate with experienced professionals to gather insights, optimize processes, and contribute to projects that enhance operational efficiency and strategic decision-making. This role will help develop analytical, technical, and problem-solving skills while gaining exposure to cutting-edge tools and enterprise technology solutions. Duties and Responsibilities of the Intern, Business Analytics (Corporate Technology) • Support the analysis of business processes, technology systems, and data flows to identify opportunities for improvement., • Assist in gathering, cleaning, and interpreting data from various corporate technology platforms., • Collaborate with cross-functional teams (IT, operations, finance) to understand business requirements and translate them into technical solutions., • Help develop dashboards, reports, and visualizations to communicate insights and support decision-making., • Participate in the evaluation and implementation of new technology tools and analytics platforms., • Learn and apply business analytics and data visualization tools (such as Power BI, Tableau, or SQL) in a professional setting., • Assist in preparing presentations and documentation for leadership and stakeholders., • Currently pursuing a degree in Business Analytics, Information Systems, Computer Science, or a related field., • Foundational knowledge of data analysis, business intelligence, and technology platforms., • Demonstrated interest and foundational understanding of technology trends, tools, and concepts, with a curiosity to learn how they drive business solutions, • Willingness to quickly learn and adapt to emerging technologies, • Familiarity within data analytics tools (e.g., Excel, Power BI, Tableau, SQL)., • Proven analytical, quantitative, and problem-solving skills., • Above-average organizational, interpersonal, and communication skills., • Ability to multi-task, adapt to ambiguity, and thrive in a fast-paced environment., • Detail-oriented with a commitment to accuracy and data integrity., • Pay for this position with be $25/hour, • The intern will be located in our NYC, NY office on a hybrid schedule. The intern must live within commutable distance to the office and provide own housing. A housing stipend or relocation assistance will not be offered., • The duration of our program is10 weeks, beginning on Wednesday, May 27, 2026, • Candidates must be enrolled full-time in an undergraduate course of study and be a rising senior (senior commencing Fall 2026) with a minimum GPA of 3.3 and be eligible to work in the US.

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Business Development Representative LOCATION: New York City (hybrid - 3 days in office) SALARY: $100,000 - $120,000 OTE The Role: As a Business Development Representative at Canoe Intelligence, you will play a pivotal role in driving revenue growth by generating qualified leads and establishing new client relationships. You will be responsible for prospecting, qualifying, and nurturing leads. Your ability to effectively communicate the value proposition of Canoe Intelligence's solutions will be critical in identifying opportunities and converting leads into sales opportunities. What You’ll Do: • Prospect and generate new sales leads through outbound calls, emails, and other channels within the wealth and institutional financial markets, • Qualify inbound leads from various sources, including marketing campaigns, events, and website inquiries, • Conduct initial outreach and engage with potential clients to understand their needs and introduce Canoe Intelligence's solutions, • Collaborate closely with the sales and marketing teams to develop and implement strategies to drive pipeline growth, • Maintain accurate and up-to-date records of interactions and lead activities in the CRM system, • Work closely with Sales Executives to schedule meetings and appointments with qualified prospects, • Stay informed about industry trends, market changes, and competitors to effectively position Canoe Intelligence's value proposition What We’re Looking For: • Bachelor's degree or equivalent practical experience, • Proven experience (minimum 1 year) in a sales/business development or similar role, preferably within the financial technology (fintech) sector, • Strong communication skills, both written and verbal, with an ability to engage and build rapport with prospects, • Results-oriented mindset with a track record of meeting or exceeding targets and KPIs, • Self-motivated with excellent time management and organizational skills, • Familiarity with CRM software (e.g. Salesforce) and sales prospecting tools, • Knowledge of alternative investments, asset servicing, or financial services is preferred What You’ll Get: • Medical, dental, vision benefits, • Flexible PTO, • 401(k), • Flexible work from home policy, • Home office stipend, • Employee Assistance Program, • Gym/Wifi reimbursement, • Education assistance, • Client First —> Listen, and deliver client-centric solutions, • Be An Owner —> Take initiative, improve situations, drive positive outcomes, • Excellence —> Always set the highest standard for yourself and others Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client’s individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI’s). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. • An existing network that can be cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors, • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Comfortable interacting with individuals of significant wealth, • Personal integrity that is beyond reproach, • Strong academic credentials, • A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management

Job Description Tax Supervisor- PCG RESPONSIBILITIES: • Work directly with clients to assess their financial situations, goals, and objectives., • Prepare and review individual, partnership, trust, foundation, and estate and gift tax returns, ensuring accuracy and compliance with tax laws., • Develop and implement personalized tax planning strategies that minimize tax liabilities while complying with relevant laws and regulations., • Build and maintain strong client relationships, becoming a trusted advisor in tax matters., • Stay up to date with changes in tax laws, regulations, and industry trends that could impact clients' financial situations. QUALIFICATIONS: • Bachelor’s degree in accounting, finance, or related field. A Master’s degree or CPA certification preferred., • 4 + years of experience in tax planning and compliance, preferably within a private client or wealth management environment., • Strong understanding of individual, partnership, trust, estate, and gift taxation., • Familiarity with tax software and technology for efficient compliance and research. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description INTRODUCTION BRAVO is the partnering of Velocity Architectural and Engineering Services and Bradford Construction Corporation (WBE). The cooperative brings together some of the industry's most distinguished leaders and technical experts, united by their decades of experience modernizing vital infrastructure and iconic facilities throughout the New York metropolitan area. BRAVO delivers value to its clients by offering the full-breadth of architectural, engineering, and construction management services through an efficient organization that is structured to promote attentive client service, responsive project delivery, and quality. Through our offices in New York City and Newark, NJ, BRAVO's family of companies serve public and private clients covering a wide-range of markets, including education, government, transportation, healthcare, industrial, power, and water. WHY BRAVO? At BRAVO, you will find a wealth of opportunities to create the career you've always imagined. We support, encourage, and empower our people by providing an environment where everyone has an opportunity to succeed. BRAVO brings amazing people together to make amazing things happen. We're a diverse collective of thinkers and doers, committed to remaining client-focused, agile, responsive, and accountable to our valued clients and the communities we serve. BRAVO offers excellent benefits including: • 401(k), • ACCIDENT INSURANCE, • COMMUTER BENEFITS, • COMPETITIVE SALARY, • EMPLOYEE ASSISTANCE PROGRAM, • LIFE INSURANCE, • MEDICAL, DENTAL AND VISION INSURANCE, • REIMBURSEMENT OF PROFESSIONAL MEMBERSHIPS AND LICENSES Job Type: Full Time Onsite, Day Shift Bradford Construction currently has an opportunity for an experienced Scheduler with one of our clients, a NYC Public Agency. Roles & Responsibilities: • Develop and maintain logical project sequencing, construction phasing, and realistic contract durations to support efficient project execution., • Demonstrate proficiency in utilizing scheduling software such as Primavera and Expedition to create, track, and manage project schedules., • Review and analyze schedule-related claims, assess requests for time extensions, and evaluate potential impacts on project costs and timelines.

Job Description INTRODUCTION BRAVO is the partnering of Velocity Architectural and Engineering Services and Bradford Construction Corporation (WBE). The cooperative brings together some of the industry's most distinguished leaders and technical experts, united by their decades of experience modernizing vital infrastructure and iconic facilities throughout the New York metropolitan area. BRAVO delivers value to its clients by offering the full-breadth of architectural, engineering, and construction management services through an efficient organization that is structured to promote attentive client service, responsive project delivery, and quality. Through our offices in New York City and Newark, NJ, BRAVO's family of companies serve public and private clients covering a wide-range of markets, including education, government, transportation, healthcare, industrial, power, and water. WHY BRAVO? At BRAVO, you will find a wealth of opportunities to create the career you've always imagined. We support, encourage, and empower our people by providing an environment where everyone has an opportunity to succeed. BRAVO brings amazing people together to make amazing things happen. We're a diverse collective of thinkers and doers, committed to remaining client-focused, agile, responsive, and accountable to our valued clients and the communities we serve. BRAVO offers excellent benefits including: • 401(k), • ACCIDENT INSURANCE, • COMMUTER BENEFITS, • COMPETITIVE SALARY, • EMPLOYEE ASSISTANCE PROGRAM, • LIFE INSURANCE, • MEDICAL, DENTAL AND VISION INSURANCE, • REIMBURSEMENT OF PROFESSIONAL MEMBERSHIPS AND LICENSES Job Type: Full Time, Onsite Monday-Friday (8:30AM-5:15PM) Bradford Construction currently has an opportunity for an experienced Estimator to support a contract consisting of multiple ongoing projects with one of our public agency clients. Roles & Responsibilities: • Collaborate with a diverse range of technical, professional, and managerial staff—as well as designers, consultants, and contractors—to coordinate and develop comprehensive cost estimates., • Participate in joint scope meetings and assist project management., • Oversee the creation of quantity take-offs and cost evaluations based on join scope meeting and relevant documents., • Review and analyze cost estimates submitted by contractors, providing recommendations on their suitability for implementation., • Participate in cost-related negotiations to support project planning and budgeting efforts., • A minimum of 5 years of construction estimating experience., • Experience with public agencies is preferred.

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

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Sr. Data Analyst, Private Markets LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $140,000 - $160,000 + Bonus and Equity (based on NYC, will be adjusted for geo) The Role: You are the industry veteran who will define the logic for the next frontier of Private Markets AI. Canoe has already built the proprietary technology that serves as the industry standard for automated data extraction. We have the foundation, the clients, and the engine. Now, we are expanding our capabilities to handle the "fun stuff"—the extreme nuance, the edge cases, and the deep complexity of the private markets ecosystem. We are looking for a business leader with deep technical instincts to take our AI from "foundational" to "expert." In this role, you will leverage your years of experience to construct the data extraction strategies for the industry’s most challenging documents. You will bridge the gap between Limited Partner (LP) reporting needs and machine learning, ensuring our models evolve to handle the full weight of private market complexity. What You’ll Do: Strategic Expansion & Model Development: * Construct the "Next-Gen" Playbook: Design the comprehensive data extraction rules for complex LP documents (Capital Account Statements, PCAPs, Call/Distribution Notices). You will move beyond standard mappings to define how our system handles high-complexity scenarios at scale. * Drive AI Evolution: We aren't starting from scratch—we are leveling up. You will analyze model performance on intricate data sets and provide the "human intelligence" needed to retrain our system for higher accuracy and deeper granularity. * Curate High-Fidelity Training Data: Personally analyze and annotate complex, proprietary documents to define the "Ground Truth." Your deep markup of these documents will serve as the gold standard that our engineering teams and models aim to replicate. Expert Intervention & Logic Definition: * Complex Data Intervention: Serve as the final escalation point for data integrity. When the automated logic encounters a new or difficult fund structure, you will step in to resolve the breakage, ensuring the data balances and the output is client-ready. * Codify Financial Logic: Translate abstract accounting concepts (e.g., recallable capital nuances, equalization adjustments, multi-tier waterfalls) into systematic rules that our product team can implement. * Research & Discovery: Proactively identify new reporting trends and asset class variations. You will research how these new instruments should be captured and define the schema before they ever hit our automated production lines.What We’re Looking For: Client & Market Leadership: * Client-Facing Authority: Act as a trusted advisor to our clients. You will demonstrate our deep understanding of their data challenges and articulate how our technology navigates the complexities of their specific portfolios. * Cross-Functional Partnership: Work hand-in-glove with Product and Engineering. You bring the "Business Logic," they bring the code. Together, you will build the future of private markets data.4–7 years experience in private markets financial analysis, fund operations, or fund administration roles. What we're looking for: * Experience: 7+ years of rigorous experience in private markets, specifically within an LP, Fund of Funds, Family Office, or Fund Administrator. * Deep Domain Fluency: You have spent your career analyzing Fund and Investor-level data. You understand the "why" behind every number on a Capital Call and the relationship between financial statements and investor reporting. * A Builder’s Mindset: You are looking for a role where your industry knowledge helps build a product. You are excited by the prospect of taking a manual, messy industry problem and solving it with systemic logic. * Technical Instincts: You are a business person who understands data structures. You may not write software, but you understand how to organize data, identify patterns, and define strict logic rules. * Uncompromising Standards: You know what "audit-ready" looks like. You are willing to dive into the weeds of the data to ensure our AI is learning the right lessons, refusing to compromise on precision. What You’ll Get: * Medical, dental, vision benefits * Flexible PTO * 401(k) * Flexible work from home policy * Home office stipend * Employee Assistance Program * Gym/Wifi reimbursement * Education assistance * Parental Leave * Our Values: * Client First —> Listen, and deliver client-centric solutions * Be An Owner —> Take initiative, improve situations, drive positive outcomes * Excellence —> Always set the highest standard for yourself and others * Win Together —> 1 + 1 = 3 Who We Are: Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job Description Tacombi is looking for an Area Sales Manager to join our team! The Area Sales Manager will build our brand equity with retailers, distributors and brokers. The ASM will work with their manager to further the development, sales, and promotion of Vista Hermosa products and build brand loyalty both nationally and at store level. Your responsibilities will include: * Complete weekly sales and merchandising calls on accounts (including Natural Specialty Food Stores, Chain Accounts, Foodservice, including new account opportunities, Etc.) * Identify and communicate opportunities in influencer accounts/routes/neighborhoods * Communicate successes, competition trends, deals, product introductions and opportunities via weekly and monthly sales recaps to their manager * Execute available trade promotions at store level to maximize brand potential and eliminate out of stock situations * Leverage key data sources to develop fact-based plans and solutions for closing voids and driving volume * Identify accounts that can be maximized with sampling and communicate to the marketing manager * Execute P.O.S., rack, and other secondary placement opportunities using tools provided from their manager * Build and maintain a relationship with distributors, brokers and merchandising companies and their respective management, office staff, and operations to maximize brand potential * Ensure P.O.S. availability at the distributor and communicate needs to their manager * Check inventory levels at the distributors and communicate potential problems to their manager * Attend sales calls with distributor sales force, broker reps and merchandising companies on a consistent basis to develop relationships and maximize brand opportunities in the trade and open new business * Develop and present distributor and broker facing presentations to communicate goals, sales strategies and best in class execution You should have: * Deeply passionate about the Vista Hermosa brand, inspired by what we represent, and have a desire to make an impact with your career * Obsession for understanding customer behavior: lives, breaths and dreams about how to better reach and * understand our buyers * Enthusiastic and comfortable working in a start-up organization (think rapidly growing / changing environment) * Bachelor's degree in Business Administration, Marketing or related field * 2-4 years of experience in sales * Strong planning, organizational, and project management skills along with excellent interpersonal, written/oral communication and presentation skills, including proficiency with Microsoft Office products (Excel, PowerPoint, Word and Outlook) * Ability to take initiative and work autonomously – you can run with something from beginning to end * Works well with ambiguity – can navigate in the grey and asks the right questions to get at the solution * Analyze opportunities quickly and have an ability to execute company goals efficiently * Resourcefulness to improvise and adapt to deal with daily challenges via creative problem solving * Clean driver’s license, reliable transportation and proof of insurance Why Tacombi: * We strive to build a culture driven by our values. * Adventure: You welcome the unknown and thrive in a growing environment * Fellowship: You love working with a team in service of one another and the community * Resourcefulness: You think creatively and get more done with less! * We care about our team members' health, wealth, and overall well-being. * Medical, dental and vision benefits for all full time employees * HSA/FSA available for pre-tax healthcare expenses * Retirement savings via a 401K * Pre-tax commuter benefits * We know that your quality of life matters. * Sick days * 10 company holidays * Vacation * While we ask all employees to join us in the HQ office (The Oficina), we allow for flexibility to match your working style and needs. * We want you to grow with us. * If you can help us find Tacombi talent, we’ll show our appreciation and reward you with a referral bonus. * Build your future along with ours. We invest in training and development to support team growth. * We love tacos. * Sharing authentic Mexican taco culture means knowing it. Eat tacos every day, on us!

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

Job Description Reid Accountants + Advisors, is hiring! Reid Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Long Island, NYC, White Plains and South Carolina. Join a rapidly growing organization with a strategic vision and dynamic plan. The Technical Tax Partner is a senior leadership role responsible for providing highly sophisticated tax planning, advisory, compliance, and controversy services to multinational entities, financial services firms, private investment funds, and ultra-high-net-worth (UHNW) individuals. This role requires deep technical expertise across international, federal, and state/local income and transfer taxes, combined with strong client relationship management, practice leadership, and business development capabilities. Key Responsibilities: * Serve as a technical authority on complex U.S. and international tax matters, including inbound and outbound structuring, cross-border reorganizations, mergers and acquisitions, and global investment structures. * Advise clients on international tax regimes including GILTI, Subpart F, FDII/FDDEI, foreign tax credits, PFICs, withholding taxes, FATCA, FIRPTA, and transfer pricing. * Design and implement tax-efficient structures involving partnerships, corporations, trusts, tax-exempt entities, hybrid entities, and multinational affiliated groups. * Lead tax planning for UHNW individuals and families, including pre-immigration planning, cross-border trust and estate planning, private placement life insurance (PPLI), charitable structures (CRTs), and wealth transfer strategies. * Provide advanced partnership tax planning, including Sections 704(b), 704(c) (forward and reverse), disguised sales, targeted allocations, interest limitation planning, and aggregation elections. * Advise private equity, hedge funds, venture capital, and financial services clients on domestic and offshore fund structuring, parallel funds, qualified opportunity zones, cryptocurrency investments, and complex tiered fund arrangements. * Address ASC 740 matters, transactional tax accounting, and tax provision issues for public and closely held entities. * Oversee complex U.S. and international tax compliance for entities and individuals, ensuring technical accuracy and risk management. * Lead voluntary disclosure, streamlined filing compliance (domestic and offshore), penalty abatement, and IRS controversy matters. * Prepare and review private letter ruling requests and technical memoranda on novel and high-risk tax issues. * Act as primary advisor and trusted counselor to key clients, delivering integrated tax solutions aligned with business and investment objectives. * Manage and grow a substantial book of business, including originating new client relationships and expanding services within existing accounts. * Collaborate with audit, accounting, and legal teams to support client growth across practice areas. * Lead and expand the firm’s international tax and financial services tax practices. * Develop innovative tax strategies and service offerings in response to legislative and regulatory changes. * Mentor and train senior tax professionals, fostering technical excellence and professional development. * Contribute to firm thought leadership through internal training, client presentations, and technical publications. Requirements: · CPA required; JD and/or LL.M. in Taxation a plus. * Extensive experience (typically 15+ years) in international, federal, and state/local taxation within public accounting firms and/or law firms. * Demonstrated expertise in complex international tax planning, partnership taxation, fund structures, and UHNW individual taxation. * Proven ability to manage and grow a significant book of business and support firm-wide revenue growth. * Strong leadership, client-facing, and communication skills with the ability to explain highly technical concepts to sophisticated clients. * Recognized technical authority with experience leading international tax or financial services practices. * Entrepreneurial mindset with a track record of developing innovative tax solutions. * Ability to navigate highly complex, ambiguous, and evolving tax issues across multiple jurisdictions. Job Type: Full-time Schedule: Monday to Friday, Hybrid work environment This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs. We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary starting at $300K annually, commensurate with experience and qualifications. In addition to a rewarding career, we provide a robust benefits package, including: * Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) * Company-Paid Life and Long-Term Disability Insurance * Ancillary Benefits such as supplemental life insurance and short-term disability options * Classic Safe Harbor 401(k) Plan with employer contributions * Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! “Reid Accountants + Advisors”, an independent member of the Crete Professionals Alliance, is the brand name under which Reid CPAs, LLP and Reid Tax & Advisory Services, LLC and its subsidiary entities provide professional services. Reid CPAs, LLP and Reid Tax & Advisory Services, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Reid CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Reid Tax & Advisory Services, LLC, and its subsidiary entities provide tax and business consulting services to their clients. Reid Tax & Advisory Services, LLC, its subsidiary entities, and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the Reid Accountants + Advisors brand are independently owned and are not liable for the services provided by any other entity providing the services under the Reid Accountants + Advisors brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted Reid CPAs, LLP and Reid Tax & Advisory Services, LLC. Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law. #LI-LC1

Job Description Speech Kids NY is looking for Speech-Language Pathologists / Clinical Fellows WE ARE HIRING! Speech Kids NY is looking for Speech-Language Pathologists / Clinical Fellows. We are NOT HIRING providers for REMOTE SERVICES. Our agency has secured a contract to provide services in the Bronx D 7-11 schools and preschools at an enhanced rate. The sessions will be held back-to-back at one location. We offer a highly competitive rate, starting at $95.00 per hour and going up to $110.00 per hour. The rate for CFs is $95.00 per hour on W2, $110.00 per hour for licensed therapists on W2, and $110.00 per hour for licensed speech therapists. Must be in person. It is mandatory for all individuals to hold a TSSLD certification. Requirements: Licensed SLP: license number, TSSLD, NYS registration, and 3 letters of recommendation. CF: NPI number, letter from the university or Diploma, TSSLD, Form 1 receipt, and 3 letters of recommendation. Bilingual extension or BEA scores if applicable. Benefits for W2 providers: We offer 6 sick days for full time W 2 providers after working for a year, health insurance ( partial payment after 90 days for full time employees), sick hours payment (you earn 1 hours after every 30 hours of direct therapy up to 40 hours per year), Worker’s compensation and disability insurance ( including maternity coverage and long term disability), 401 K (no matching), and a referral bonus ( up to 1 K after 6 months of employment 30 hours per week ). Compensation for CFs: $95.00 per hour on W 2 (TSSLD is required) + partial coverage of your health insurance (conditions apply) + benefits. CFs only: If you work full time, 30 hours direct therapy a week, you will get $60 per month for materials. Support: Monday – Friday 9:00 am to 6:00 pm support for providers (via text messages and email, phone calls can be scheduled as needed, after hours phone calls by appointment only (including weekends). SLP JOB FUNCTIONS: Assess, diagnose, and treat speech-language, voice, swallowing, and other related disorders of children with developmental delays and disabilities. Develop and implement individualized plans for assigned cases to meet individual child’s needs, interests, and abilities. Collaborate with parents and multidisciplinary team of rehabilitation professionals and special educators to develop and modify program activities that improve speech and language skills. Location: schools, preschools, and in the clients' homes in all 5 boroughs (subject of availability) Skills required: Strong attention to detail-excellent time management skills and organization- Excellent communication and interpersonal skills. Follow Individualized Service Plan, plan ongoing treatment, and interprets goals and treatment. Complete all session notes by the end of the calendar week and progress reports on time. We offer Flexible Hours, simple billing, and High Rates! We are looking for dedicated SLPs who love this age group and are willing to work in either preschool, school, or home environments. To excel in this program, you should specialise in pediatrics, enjoy using technology, and have a great ability to communicate with parents and school administrators. Full-time and part-time positions are available. We look forward to speaking with you! Requirements (NO EXCEPTIONS): Must have experience in speech-language pathology field. Master's degree in Communication Disorders is required. NYS license SLP required if licensed. Work authorization in the United States is required. Referral program is available. Job Type: Contract Salary: $95.00 to $110.00 /hour For more information visit our website Job Types: Full-time, Part-time, Contract Pay: $95.00 - $110.00 per hour Benefits: • 401(k), • Disability insurance, • Flexible schedule, • Health insurance

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

Job Description ABOUT US | HR&A Advisors, Inc. (HR&A) is an employee-owned company advising public, private, non-profit, and philanthropic clients on how to increase opportunity and advance quality of life in cities. We believe in creating vital places, building equitable and resilient communities, and improving people’s lives. From Brooklyn to London, Medellin to Hong Kong, we have guided hundreds of clients in transforming real estate and economic development concepts, and public infrastructure, first into actionable plans and then into job-producing, community-strengthening assets. Our clients include real estate owners and investors, hospitals and universities, cultural institutions and philanthropies, community development organizations, and governments. HR&A has offices in Atlanta, Dallas, Los Angeles, New York, Raleigh, Washington D.C and the Bay Area. We come from diverse backgrounds, have a breadth of lived experience, and share a passion for cities. We are former city officials, executive directors, planners, lawyers, architects, and economists. Hear more about the HR&A experience from our staff. Learn more about careers at HR&A on our website here. THE ROLE | We are seeking candidates for a Special Assistant to the CEO based in the New York City office. This person provides strategic support to maximize the CEO’s effectiveness. They will serve as a connector across the organization, working closely with the CEO and Executive Leadership Team to link people, projects, and priorities. The ideal candidate is a fast learner with a service-oriented mindset, eager to take on new challenges and grow in a fast-paced consulting environment. Working closely with the CEO, the role will be a strong learning and development experience with a significant amount of responsibility. Administrative Support * Collaborate with the CEO’s Executive Assistant to manage calendars, communications, and daily flow of work with precision and foresight. * Prepare briefing materials, track follow-ups, and maintain systems that help the CEO stay ahead of priorities and operate smoothly. Project Management and Communications * Support the CEO and Executive Leadership Team in advancing firmwide priorities and special initiatives. This includes tracking progress, surfacing issues, preparing concise materials for decision-making, and ensuring follow-through. * Assist in drafting, editing, and organizing communications from the CEO, including internal updates, visuals and PowerPoint decks, external correspondence, and thought leadership content. * Contribute to improving systems over time, including experimenting with new tools and AI-enabled workflows. Business Development Operations * Help organize and advance the CEO’s business development efforts by tracking opportunities, preparing research briefs, supporting outreach and follow-up. Meeting Preparation * Help plan and prepare for internal and external meetings, including board and leadership meetings, speaking engagements, and key events. This includes agenda development, coordination with internal teams, preparation of materials, and tracking action items. Special Projects * As the role evolves, the Special Assistant will have opportunities to contribute to client engagements, internal firm initiatives, and emerging areas such as research and AI, aligned with both individual strengths and firm priorities. EXPERIENCE REQUIRED | Successful candidates bring at least 5-10 years of experience managing complex work, coordinating across teams with senior leaders, and supporting organizational priorities, along with the judgment, communication skills, and adaptability needed to succeed in this role including: * Action-oriented and solution-focused. Enjoys tackling complex problems, creating practical solutions, and following through to completion. Comfortable moving between strategic thinking and hands-on execution. * Intentional and systems-minded. Brings order to complexity by planning ahead, thinking systematically, and building clear, effective processes. * Highly empathetic and service-oriented. Understands different perspectives, builds trust easily, and takes pride in helping others succeed. * Strong communicator. An excellent listener and a clear, compelling writer and presenter, with the ability to build relationships across personalities and seniority levels. * Curious. Seeks feedback, learns quickly, and brings intellectual curiosity about how organizations operate and improve. Demonstrates resilience in the face of challenge. * Adaptable and composed. Stays calm as priorities shift, reorients quickly, and balances structure with flexibility in fast-changing environments. * Detail-oriented and highly organized. Brings precision to work, spots errors quickly, and maintains strong organizational and time-management practices. * Experienced in complex environments. Brings experience in consulting, business operations, or similar settings, with exposure to project management, executive support, or cross-functional work * Comfortable with modern tools. Proficient in project management, presentation design, and productivity tools, with interest in using AI and new technologies to improve workflows. HYBRID WORK POLICY | HR&A fosters a collaborative and flexible work environment through our hybrid work policy. Employees work from the office at least three days a week, which allows individuals the freedom to balance their professional and personal lives while maintaining a strong connection to their teams. COMPENSATION | The annual base salary range for this position is between $110,000 and $130,000. This role is also eligible for a discretionary year-end bonus. Where an offer falls inside this pay range is dependent on experience. We offer competitive compensation packages, based on qualifications and experience. We are an employee-owned company, meaning you will have the opportunity to benefit from the firm’s growth over time through participation in our Employee Stock Ownership Plan. Each year. The firm will contribute funds to this long-term wealth-building account and may make contributions to other retirement accounts. We also provide a comprehensive benefits package that goes well beyond coverage of 90-95% of healthcare premiums, including dental and vision coverage. HOW TO APPLY | HR&A is committed to attracting and retaining a talented, diverse, and high performing team of professionals dedicated to solving the challenges of urban life. Women, people of color, members of the LGBT community, individuals with disabilities, and veterans are strongly encouraged to apply. To apply, click here. Please submit your cover letter and your resume as a single PDF document. Applications without this requested cover letter will not be reviewed. As part of our ongoing work to build a hiring system that mitigates bias and is based on candidate merit and performance, we ask that you submit a version of your resume and essay that has your school information removed. Please list your degree, e.g., B.A. Economics; however, remove all references to undergraduate and graduate schools you have attended. All qualified candidates will receive consideration for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, gender identity or expression, age, disability, marital status, medical condition, veteran status, or any other basis as protected by federal, state, or local law. For more information, please contact us at . Powered by JazzHR muSECbIzRS

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Role We’re hiring a Business Development Representative to join our growing sales team. In this role, you’ll be responsible for generating new business opportunities, engaging prospective clients, and helping drive the top of the sales funnel. You’ll collaborate closely with Sales Directors, Marketing, and Operations to identify, qualify, and develop high-quality leads across our target markets - from family offices and wealth managers to large financial institutions. This is an ideal role for someone who is curious, driven, and eager to build a career in sales at a fast-growing fintech company. What You’ll Do * Conduct outbound prospecting through email, phone, LinkedIn, and other channels to engage potential clients * Qualify inbound and outbound leads, identifying key decision-makers and assessing fit * Schedule and coordinate introductory meetings between prospects and Sales Directors * Research target accounts and tailor outreach with relevant insights and value propositions * Maintain accurate activity and pipeline data within Salesforce, ensuring the sales funnel remains clean and up to date * Partner with Marketing to execute and follow up on campaigns and events * Support the development of prospecting materials and messaging to refine outreach effectiveness * Track performance metrics (response rates, conversion rates, pipeline creation) and identify ways to improve * Collaborate with teammates across Sales and Operations to ensure a smooth handoff from first contact to closed deal * Help create and maintain sales materials, organize conferences and client events, and support day-to-day sales operations * Maintain and enhance sales tools including Salesforce and Attention and assist in evaluating new platforms to support the team * Take initiative on ad hoc projects and jump in wherever needed to help the sales organization operate effectively What We’re Looking For * Bachelor’s degree or equivalent experience * Excellent organizational skills and attention to detail * Strong written and verbal communication skills * Proficiency with Google Suite (Slides, Sheets, Docs); * Experience with Salesforce * Eagerness to learn, contribute, and thrive in a fast-paced environment * A proactive, “roll-up-your-sleeves” attitude - you enjoy taking initiative and wearing A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $100K - $110K

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

Job Description Position: Senior Analyst - Investments Department: Investment Team Reports To: VP/Dir - Investments Employment Status: Full-Time, Hybrid Office Location: 22 Vanderbilt - New York, NY Emigrant Partners Overview: Emigrant Partners ("EP") is a long-term capital and advice partner that makes minority investments into wealth and alternative asset management firms. We act as a comprehensive capital partner to leading firms by providing long-duration capital and growth support through our strategic advice. As one of the earliest minority investors in the space, EP's 21 partner firms include industry leaders that collectively advise on approximately $125 billion of assets. EP's structure enables it to be invested in firms for 10+ years, allows them to remain independent and empowers founders and the next generation to continue running the day-to-day operations of the firm. EP affords the opportunity to be part of an ambitious, dynamic, tight knit, and entrepreneurial team with a pristine reputation and strong track record. EP is owned by Emigrant Bank, which is led by Howard P. Milstein and the Milstein family. Job Summary: EP is looking for a talented Senior Analyst to join the Investments team with responsibility for both working on new direct investments as well as supporting our partner firms on their M&A activity. The candidate will be expected to monitor industry trends, review investment opportunities, participate in transaction diligence, build and maintain financial models, assist in transaction negotiations, and execute new investments. The candidate will also be expected to develop relationships with our existing partner firms and serve as a trusted advisor and partner in their execution of tuck-in acquisitions. Responsibilities: • Support the evaluation of investment opportunities for both EP and EP's partner firms, • Build and maintain detailed financial models including operating models, LBO and investment models, scenario analyses, merger accretion/dilution, exit analyses, and ad hoc projects, • Assist in key phases of the transaction process, including due diligence and creation of deal materials, • Review and analyze company historical performance and projections and determine reasonableness of adjustments and valuation assumptions, • Draft investment memos synthesizing qualitative and financial analyses to support investment decisions, • Support monitoring of existing partner firms and contribute to project-based value creation initiatives, collaborating with cross-functional teams across finance, operations, and strategy, • Conduct ongoing market research and prepare internal materials, including quarterly market updates, deal activity tracking, and portfolio company analyses, • Maintain internal databases including deal pipeline, market activity tracking, and portfolio metrics, • 1-3 years of experience, with a background in private equity or investment banking, • Experience advising and/or investing in the wealth & asset management sector is helpful, but not required, • Experience working on deal processes from end-to-end from the buy-side, sell-side or both, • Excellent financial modeling, analytical, and research skills, • Self-starter with a strong work ethic, problem-solving mindset, and eagerness to learn, • Highly organized and capable of managing multiple work streams with minimal supervision, • Strong written and verbal communication skills, • Demonstrated passion for investing and interest in wealth and alternative asset management The job description outlined above is considered a core list of job duties/requirements. This document should not be considered a complete or comprehensive list. The incumbent assigned to this position is required to perform the duties listed above. The incumbent is also expected to adapt to changes and/or additions as needed. Nothing contained within this document is intended or shall be construed to create or constitute a contract of employment between any employee or group of employees and Emigrant Bank and its Subsidiaries. Emigrant Bank and its Subsidiaries retains and reserves any and all rights to change, modify , amend, add to or delete from any section of this document as it deems, in its judgment, to be proper. New York pay range$150,000—$200,000 USD

Job Description We are seeking an HVAC Sheetmetal Drafter to become part of our team! Our projects intersect many sectors from Leading Technology Firms/Hotels/Educational Campuses/Bio Labs/Multi-Family Housing/Commercial Industries/Finance Industry/Tenant Fit out and more...Employees gain a wealth of experience through drafting different projects and regularly interact with Design Professionals to gain project approval. Qualifications: • Proficiency in CAD, Navisworks, and other drafting tools, • Strong understanding of mechanical engineering principles and design standards, • Detail-oriented individual with strong analytical and problem-solving abilities, • Self-motivated and driven self-starter with high integrity, • Work with senior draftsmen, estimating team and project management team to understand the scope of work and installation intent to accurately design and produce shop drawings and as-built drawings, • Field Surveying Job Site to confirm dimensions, • Ensure compliance with benchmarks, ceiling heights and tolerances, • Flag conflicts on shop drawings that require architect/engineer review, • Ability to layout equipment and orientation of mechanical equipment as required, • Conduct thorough reviews of mechanical plans and drawings for accuracy, compliance, and feasibility, • Produce accurate shop drawings based on industry standard and norms, • Review and modify designs if mechanical plans presented are not achievableCompany DescriptionFounded in 1992, ALL-CITY METAL, INC., is a leader in both sheet metal HVAC fabrication and installation, as well as the fabrication, manufacturing and installation of Trash Compactors, Trash Chutes, Linen Chutes and chute doors. We are a full service company that designs and manufactures our products onsite in the USA. We offer a variety of products including the above and related specialty items, accessories, hardware and components.Founded in 1992, ALL-CITY METAL, INC., is a leader in both sheet metal HVAC fabrication and installation, as well as the fabrication, manufacturing and installation of Trash Compactors, Trash Chutes, Linen Chutes and chute doors. We are a full service company that designs and manufactures our products onsite in the USA. We offer a variety of products including the above and related specialty items, accessories, hardware and components.

Job DescriptionAbout Monstro Monstro is an AI-native fintech platform reimagining how people and institutions manage money. We're building a modern foundation for financial decision-making—combining intelligence, automation, and elegant design to help users make smarter choices with confidence. Our team includes experienced builders from leading fintech, wealth management, and technology companies, united by a shared goal: to create a category-defining product that transforms how financial insight is delivered and acted on. About the Role We're looking for a Senior iOS Engineer to build the native iOS experience for our financial platform. You'll design and deliver secure, high-performance features that help users understand and manage their financial lives, while laying the foundation for a long-term mobile architecture. This is a hands-on, collaborative role where your work will directly shape the core experience our users rely on every day. Why This Role Matters Monstro's mobile app is central to how users interact with their financial universe. Your work will define the quality, responsiveness, and trustworthiness of that experience. The systems you build must be secure, elegant, and resilient—handling sensitive financial data at scale while remaining intuitive and reliable. What You'll DoiOS Application Development Design, build, and maintain core features using Swift and modern iOS frameworks (SwiftUI, UIKit, Combine, Swift Testing, Swift Data). Deliver smooth, intuitive user experiences that support complex financial workflows. Own feature development end-to-end—from architecture to implementation, testing, and release, including TestFlight builds and deployment to the Apple App Store. Architecture & Scalability Establish scalable iOS application leveraging SwiftUI architectural patterns such as async/await and data flows. Optimize performance, responsiveness, offline/online behavior, and data persistence. Build for speed and correctness in a regulated environment. Integration & Data Handling Integrate the mobile client with backend APIs, financial data systems, and third-party providers. Work closely with backend engineers to shape efficient API interactions and ensure seamless real-time data flows within the app. Security & Compliance Implement secure data handling practices required for financial applications. Ensure proper encryption, secure storage, authentication flows, and session management. Build with the rigor necessary for regulated, high-trust environments. Collaboration & Execution Partner with product managers, designers, and fellow engineers to deliver cohesive, user-centered features. Contribute to architectural discussions, planning, and code reviews. Support engineering excellence through documentation, testing, and raising the overall technical bar. What Success Looks Like • The iOS experience is fast, secure, and delivers exceptional clarity for users managing complex financial information., • The mobile codebase is maintainable and scalable, supporting rapid iteration without sacrificing quality., • Architecture patterns are consistent, well-documented, and trusted across the engineering org., • The app consistently meets performance and security standards suitable for a regulated financial environment., • You've elevated the craft, practices, and expectations of mobile engineering at Monstro through thoughtful execution and collaboration.What We're Looking For, • 7-10+ years of professional iOS development experience, • Expert-level proficiency in Swift and modern iOS development, with deep hands-on experience across SwiftUI, UIKit, Combine, SwiftData, async/await, and modern testing practices, • 5+ years of experience building, shipping, and maintaining production iOS applications, including ownership of large features or full apps in live environments, • Proven ability to design and evolve scalable iOS architectures, making thoughtful tradeoffs around performance, maintainability, and developer experience, • Ability to lead by example, conduct high-quality code reviews, mentor engineers, and influence best practices across the team, • Experience integrating with RESTful APIs and managing complex data flows, • Strong expertise in secure data handling, including encryption, authentication/authorization flows, key management, and platform security best practices, • Skilled in debugging, performance tuning, and optimizing for real-world usage, • Experience with multi-language support, • Technical ownership mindset, driving quality, reliability, and security across the iOS codebase and release lifecycle, • Experienced with CI/CD pipelines for iOS, including Apple's CI/CD pipeline, • Genuine passion for the craft of building software and curiosity to keep learning, • Clear communicator who takes ownership and moves with urgency, • Experience with accessibility best practices is preferred Why Monstro?, • Ownership & Impact: Shape the future of AI-powered finance—building a category-defining product used by consumers and institutions around the world., • Elite Team: Join a leadership team with a track record of scaling companies from early stage to major exits., • Principles-Driven Culture: Work in a culture that values speed, ownership, and impact—what most companies achieve in 90 days, we do in 45. Compensation Range (New York City): $177,000 – $218,000 Compensation Range (Denver Metro): $157,000 – $192,000 *The posted range reflects the base salary for this role across the market ranges for each location. Final compensation will depend on a variety of factors, including experience, skills, internal leveling, and market conditions, and will be offered within the stated range in accordance with applicable pay transparency laws. Ready to Build With Us? If you're excited to contribute to a high-bar team building something meaningful, we love to hear from you!

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

Job DescriptionAbout Monstro Monstro is an AI-native fintech platform reimagining how people and institutions manage money. We're building a modern foundation for financial decision-making—combining intelligence, automation, and elegant design to help users make smarter choices with confidence. Our team includes experienced builders from leading fintech, wealth management, and technology companies, united by a shared goal: to create a category-defining product that transforms how financial insight is delivered and acted on. About the Role We're looking for a Seasoned Staff level iOS Engineer to join our founding team and lead and evolve the native iOS experience for our financial platform. In this role, you'll define the technical direction of our iOS architecture while remaining deeply hands-on, designing and delivering secure, high-performance systems that help users understand and manage their financial lives. You'll partner closely with product, design, and backend teams to solve complex problems, scale the mobile platform, and set standards that ensure long-term quality, reliability, and developer velocity. Your work will have a lasting impact on the core experience our users depend on every day. Why This Role Matters Monstro's mobile app is central to how users interact with their financial universe. Your work will define the quality, responsiveness, and trustworthiness of that experience. The systems you build must be secure, elegant, and resilient—handling sensitive financial data at scale while remaining intuitive and reliable. What You'll DoiOS Application Development Design, build, and maintain core features using Swift and modern iOS frameworks (SwiftUI, UIKit, Combine, Swift Testing, Swift Data). Deliver smooth, intuitive user experiences that support complex financial workflows. Own feature development end-to-end—from architecture to implementation, testing, and release, including TestFlight builds and deployment to the Apple App Store. Architecture & Scalability Establish scalable iOS application leveraging SwiftUI architectural patterns such as async/await and data flows. Optimize performance, responsiveness, offline/online behavior, and data persistence. Build for speed and correctness in a regulated environment. Integration & Data Handling Integrate the mobile client with backend APIs, financial data systems, and third-party providers. Work closely with backend engineers to shape efficient API interactions and ensure seamless real-time data flows within the app. Security & Compliance Implement secure data handling practices required for financial applications. Ensure proper encryption, secure storage, authentication flows, and session management. Build with the rigor necessary for regulated, high-trust environments. Collaboration & Execution Partner with product managers, designers, and fellow engineers to deliver cohesive, user-centered features. Contribute to architectural discussions, planning, and code reviews. Support engineering excellence through documentation, testing, and raising the overall technical bar. What Success Looks Like • The iOS experience is fast, secure, and delivers exceptional clarity for users managing complex financial information., • The mobile codebase is maintainable and scalable, supporting rapid iteration without sacrificing quality., • Architecture patterns are consistent, well-documented, and trusted across the engineering org., • The app consistently meets performance and security standards suitable for a regulated financial environment., • You've elevated the craft, practices, and expectations of mobile engineering at Monstro through thoughtful execution and collaboration.What We're Looking For, • 10+ years of professional iOS development experience, with a sustained track record of delivering high-impact mobile products at scale, • Recognized expert in Swift and modern iOS development, with deep, hands-on mastery of SwiftUI, UIKit, Combine, SwiftData, async/await, and modern testing strategies—and the ability to set standards around their use, • Extensive experience building, shipping, and evolving production iOS applications, including long-term ownership of mission-critical systems, core app architecture, or multiple major product surfaces, • Proven ability to define, evolve, and steward scalable iOS architectures across teams, making principled tradeoffs around performance, reliability, maintainability, security, and developer experience, • Influences and mentors engineers at multiple levels, shaping team-wide and org-wide best practices, and multiplying impact beyond individual contributions, • Strong authority in mobile security and privacy, including encryption, authentication/authorization flows, key management, secure storage, and adherence to platform and regulatory best practices, • Experience designing and maintaining globalized applications, including multi-language and region-specific requirements, • Strategic mindset with a genuine passion for the craft of software engineering, continuous learning, and staying ahead of platform evolution, • Clear, persuasive communicator who aligns stakeholders, drives decisions, and executes with urgency in ambiguous, high-impact environments, • Experience championing accessibility best practices and embedding inclusive design into iOS engineering standards is strongly preferred Why Monstro? • Ownership & Impact: Shape the future of AI-powered finance—building a category-defining product used by consumers and institutions around the world., • Elite Team: Join a leadership team with a track record of scaling companies from early stage to major exits., • Principles-Driven Culture: Work in a culture that values speed, ownership, and impact—what most companies achieve in 90 days, we do in 45. Compensation Range (New York City): $190,000 – $222,000 Compensation Range (Denver Metro): $167,000 – $196,000 *The posted range reflects the base salary for this role across the market ranges for each location. Final compensation will depend on a variety of factors, including experience, skills, internal leveling, and market conditions, and will be offered within the stated range in accordance with applicable pay transparency laws. Ready to Build With Us? If you're excited to contribute to a high-bar team building something meaningful, we love to hear from you!

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Manager, Data Operations - Quality & Training LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $135,000 - $150,000 + Bonus & Equity (based on NYC, will be adjusted for geo) The Role: We are looking for a hands-on manager who is passionate about training, mentorship, and building high-performing remote teams. This role is not about sending emails to a vendor; it is about getting on a plane, sitting side-by-side with our offshore partners, and teaching them our business from the ground up. You will drive the quality of our data by turning our offshore team into true masters of data extraction. You will build the SOPs, run the training sessions, and audit the work to ensure they meet the Canoe Standard. What You’ll Do: * Global Training & Mentorship: Travel frequently to vendor sites to conduct deep-dive training sessions. You will teach them top-to-bottom everything we do, from basic data entry to complex capital call logic. * Vendor QC (The Shield): Audit the vendor's work at the row level. You don't just read reports; you open the files to see if the vendor is adhering to quality standards. * SOP & Process Improvement: materially improve our Standard Operating Procedures (SOPs). You will observe where the vendor struggles and rewrite our documentation to close the gap. * Stabilization & Transition: Enforce strict standards on legacy teams while leading the transition to higher-quality partners. * Cultural Bridge: Act as the primary link between the Onshore and Offshore teams, ensuring the "One Canoe" culture extends across the ocean. What We’re Looking For: * 5+ years of experience managing BPO (Business Process Outsourcing) or offshore teams, preferably in data entry or financial services. * Passion for Teaching: You love explaining complex concepts and watching people "get it." You are patient, clear, and engaging. * Willingness to Travel: This role requires significant time on-site with our partners (e.g., India, Philippines, or Nearshore locations). * Detail Obsessed: You are capable of spotting a single digit error in a spreadsheet of thousands of rows. * Process Writer: You are excellent at writing clear, impossible-to-misunderstand instructions and training manuals. What You’ll Get: * Medical, dental, vision benefits * Flexible PTO * 401(k) * Flexible work from home policy * Home office stipend * Employee Assistance Program * Gym/Wifi reimbursement * Education assistance * Parental Leave Our Values: * Client First —> Listen, and deliver client-centric solutions * Be An Owner —> Take initiative, improve situations, drive positive outcomes * Excellence —> Always set the highest standard for yourself and others * Win Together —> 1 + 1 = 3 Who We Are: Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.