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Job Description JOIN THE TEAM THAT IS REDEFINING ARCHITECTURAL INNOVATION Eventscape is seeking a proactive Installation (Construction) Site Foreman to lead our projects on the front lines during the crucial final stage—installation. In this critical role, you will oversee construction laborers and trades and be hands-on when required during installation. This position requires frequent travel, both domestically and internationally, so candidates must be able to travel without restrictions and maintain all necessary travel documentation. * This position is based in New York, working on different sites * WHO ARE WE? Eventscape is a global leader in custom architectural fabrication, committed to tackling challenging designs and pushing the boundaries of innovation. We specialize in engineering, fabricating, and installing cutting-edge projects for top architects, designers, developers, contractors, and artists. With state-of-the-art machinery and a commitment to both traditional craftsmanship and advanced digital fabrication, Eventscape is where innovation meets excellence. ABOUT THE ROLE As the Installation Site Foreman, you will: • Install interior and exterior prefabricated products accurately and precisely., • Travel globally for installations, sometimes on short notice., • Supervise construction staff, contractors, suppliers, and trades to ensure on-time completion while maintaining rigorous safety standards., • Address challenges effectively through communication and collaboration., • Conduct site visits and surveys, evaluate fabrication and installation methods, and perform daily inspections to uphold quality standards., • Serve as a liaison with clients, providing exceptional service, and ensuring their vision is realized., • Support our in-house fabrication teams when not on site, providing valuable installation insights., • Interpret engineering drawings and specifications, assessing project requirements, and ensuring compliance with procedures and regulations., • Maintain no-restriction travel status for frequent local and international travel. ABOUT YOU We're looking for someone with: • 5+ years site management experience in demanding construction environments., • A wealth of construction expertise, with proven ability to supervise union and non-union subcontractors in construction., • Proficiency with construction tracking software., • A strong understanding of building codes and a meticulous approach to safety regulations., • Familiarity with common construction tools and equipment., • Proficiency in interpreting blueprints and technical drawings., • A relevant degree (e.g., Construction Management, Construction Science, Civil Engineering) or equivalent practical experience., • Exceptional problem-solving skills and a knack for strategic planning., • A valid driver's license and spotless driving record., • Experience in client-facing roles and a passion for delivering exceptional service., • Strong organizational skills and attention to detail., • Hands-on fabrication experience (e.g., finish carpentry, metal fabrication, etc.)., • Commitment to project success, including a readiness for frequent domestic and international travel. APPLY NOW Don't miss this opportunity to join the team that's shaping the future of architectural innovation. If you're ready to bring your expertise and passion to our dynamic environment, apply now with your resume. Be sure to highlight your experience in supervising construction for large or complex custom finish projects. Join us as we Build the Extraordinary! For more information or if you need disability accommodation, contact human resources at (416) 231-8855. We wish to thank all applicants for their interest in Eventscape, but only those selected for an interview will be contacted. Eventscape is committed to fostering a workplace in which individual differences are recognized, appreciated, and respected. Eventscape will consider all qualified candidates and welcomes and encourages applications from people with disabilities. Accommodations are available for all stages of the selection process. Powered by JazzHR GjD7wf9tOI

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: • MEDICAL, DENTAL AND VISION INSURANCE, • 401(k) WITH MATCH, • ACCIDENT INSURANCE, • LIFE INSURANCE, • REIMBURSEMENT OF PROFESSIONAL LICENSES AND MEMBERSHIPS, • SHORT TERM DISABILITY, • COMMUTER BENEFITS, • EMPLOYEE ASSISTANCE PROGRAM Location: New York, New York (multiple locations) Job Type: Full Time, Second Shift (3:30pm - 11:30pm) Bradford Construction has an opportunity for an experienced Superintendent to support multiple projects with one of our clients, a NYC Public Agency. Roles & Responsibilities: • Coordinate, schedule, and manage all subcontractors and vendors., • Expedite subcontractors and vendors on a daily and weekly basis., • Identify and resolve construction-related issues as they develop., • Supervise self-perform work and develop specialized construction methods to improve job efficiency., • Oversee material receiving, ensuring all items are inspected for quantity and quality, and receiving tickets are signed, coded, and filed properly., • Maintain accurate timekeeping and cost control records., • Support jobsite reporting requirements, including: daily reports, field purchase orders, weekly unit reports and updates to the two-week lookahead schedules, monthly updates to the overall construction schedule,, • Review shop drawings and submittals to assist project managers in maintaining compliance with the submittal schedule and contract documentation., • Attend all required jobsite meetings., • Maintain consistent quality control in line with company standards. Minimum Requirements • Experience with NYC public agencies is strongly preferred., • Minimum 8 years work experience as a technical specialist in the construction industry., • Proven experience in interpreting contract documents (specifications, drawings, shop drawings)., • Experience in new and modernization type construction., • Valid driver's license. Education: Bachelors' degree or equivalent experience in Engineering, Architecture, Construction, or a related field. #LI-Onsite Salary$95,000—$130,000 USD Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.

Job Description INTRODUCTION BRAVO is the partnering of Velocity Architectural and Engineering Services and Bradford Construction Corporation (WBE). The cooperative brings together some of the industry's most distinguished leaders and technical experts, united by their decades of experience modernizing vital infrastructure and iconic facilities throughout the New York metropolitan area. BRAVO delivers value to its clients by offering the full-breadth of architectural, engineering, and construction management services through an efficient organization that is structured to promote attentive client service, responsive project delivery, and quality. Through our offices in New York City and Newark, NJ, BRAVO's family of companies serve public and private clients covering a wide-range of markets, including education, government, transportation, healthcare, industrial, power, and water. WHY BRAVO? At BRAVO, you will find a wealth of opportunities to create the career you've always imagined. We support, encourage, and empower our people by providing an environment where everyone has an opportunity to succeed. BRAVO brings amazing people together to make amazing things happen. We're a diverse collective of thinkers and doers, committed to remaining client-focused, agile, responsive, and accountable to our valued clients and the communities we serve. BRAVO offers excellent benefits including: • MEDICAL, DENTAL AND VISION INSURANCE, • 401(k) WITH MATCH, • ACCIDENT INSURANCE, • LIFE INSURANCE, • REIMBURSEMENT OF PROFESSIONAL LICENSES AND MEMBERSHIPS, • SHORT TERM DISABILITY, • COMMUTER BENEFITS, • EMPLOYEE ASSISTANCE PROGRAM Location: 42 W 39th Street, 10th Floor, New York, NY 10018 will be "home office" with regular travel/visits to field offices across multiple boroughs. Job Type: Full Time, Primarily Day Shift (Some Evening Shift/On Call Work needed) Bradford Construction has an opportunity for an experienced Construction Management professional with strong project management skills and a background in supervising field work. This position will report to a Program Manager and will support multiple ongoing projects with one of our clients, a NYC Public Agency. Roles & Responsibilities: • Administer and coordinate construction activities for complex and/or high-visibility projects., • Coordinate, schedule, and manage subcontractors and vendors., • Manage project planning, problem-solving, and execution to ensure smooth project delivery., • Uphold quality, compliance, and performance standards across all consultants, vendors, and contractors., • Maintain continuous communication with contractors, construction managers, client personnel, and senior project staff., • Contribute to the development and enforcement of project policies in line with Authority-wide procedures., • Review contractor claims and disputes; compile necessary documentation and advise senior management on appropriate resolutions., • Support jobsite reporting requirements, including: daily reports, field purchase orders, weekly unit reports and updates to the two-week lookahead schedules, and monthly updates to the overall construction schedule., • Maintain accurate timekeeping and cost control records., • Perform related duties as assigned. Minimum Requirements: • Construction management experience with NYC public agencies is strongly preferred., • Minimum of eight (8) years of work experience as a technical specialist in the construction industry., • At least four (4) of these years must have been involved in managing all phases of construction work on multiple projects., • Experience in new and modernization type construction., • Proven experience in interpreting contract documents (specifications, drawings, shop drawings)., • Valid New York or New Jersey State driver's license. Education: Bachelors' degree in Engineering, Architecture, Construction, or a related field. #LI-Onsite Salary$125,000—$140,000 USD Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: • Bachelor’s degree, • Active FINRA Series 7 license, • (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire), • Active FINRA Series 66 license, • (May be obtained within the first 120 days), • Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients, • Five or more years in the financial services industry working directly with clients Preferred Qualifications: • CFP or CFA, • Superior relationship management and client retention experience, • Polished interpersonal, communication and presentation skills, attention to detail In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Job DescriptionBackground: Brooklyn Org is a champion for Brooklyn. We celebrate Brooklyns brilliance and resilience, its incomparable culture and uncompromising grit and we demand more for our communities. Over our 15-year history, we have reimagined the role of philanthropy and provided immeasurable support to communities and nonprofit partners that are leading transformational change for Brooklyn. With a new model for community philanthropy, we are bringing together Brooklynites, Brooklyn backers, businesses, and broader believers in equity and justice to make Brooklyn a beacon for the world. We are a platform for galvanizing giving. We are here to ensure that ideas are met with resources, challenges are met with solutions, and inequity is met with justice. The Position: The Vice President of Philanthropic Partnerships reports to the Chief Operating and Financial Officer and is responsible for expanding and diversifying the foundations donor-advised fund (DAF) donor base by cultivating relationships with high-net-worth individuals, corporate philanthropists, and professional advisors. By leveraging expertise in philanthropic tax strategies, estate planning, and donor relations, this position will drive the foundations growth in DAF participation and ensure a seamless experience for both new and existing fundholders. The Vice President will also manage and provide strategic direction to the Donor Services Manager and the Grants & Compliance Manager, ensuring cohesive service delivery, robust compliance, and impeccable data management. This role requires flexibility, including occasional early morning, evening, or weekend commitments to accommodate donor engagements and events. Specific Responsibilities: Donor Cultivation & Acquisition • Proactively identify and engage prospective DAF donors, including high-net-worth individuals (HNWIs), family foundations, and corporate partners., • Conduct individualized donor consultations to discuss tax-efficient giving options and long-term philanthropic goals., • Collaborate with potential donors to customize giving strategies that align with their values, financial objectives, and community impact aspirations.Strategic Partnerships & Professional Advisor Engagement, • Develop and maintain strong relationships with estate planners, tax attorneys, wealth managers, and other financial professionals., • Host educational seminars, webinars, and workshops to inform advisors and their clients about the benefits and mechanics of DAFs., • Provide customized tools, resources, and support to assist advisors in discussing philanthropic opportunities with their clients.Donor Stewardship & Retention, • Coordinate with the Donor Services Manager to ensure a seamless onboarding process for new DAF holders, including fund agreement setup and initial contribution guidance., • Maintain ongoing engagement with fundholders by offering personalized support, updates, and consultations to maximize donor satisfaction and retention., • Conduct annual strategy reviews for fundholders, helping them refine their philanthropic focus and achieve greater impact.Team Leadership & Data Management, • Directly supervise the Donor Services Manager and the Grants & Compliance Manager, providing guidance, support, and professional development opportunities., • Oversee accurate, secure, and compliant data management practices for all donor records and fundholder information., • Collaborate with internal teams to enhance systems and processes that optimize donor engagement, compliance, and relationship tracking.Legal & Financial Knowledge Application, • Utilize expertise in philanthropic tax strategies, planned giving vehicles (including trusts and bequests), and estate planning structures to guide donors and advisors., • Ensure all donor agreements, gift structures, and fund management practices comply with IRS regulations, DAF policies, and the foundations guidelines., • Monitor emerging trends and regulations in tax law and estate planning to keep donors and professional advisors informed of new opportunities or requirements., • Other duties as assignedQualifications:, • Bachelors degree in Business, Finance, Law, Nonprofit Management, Philanthropy, or a related field is required., • Chartered Advisor in Philanthropy (CAP) or Certified Trust and Fiduciary Advisor (CTFA) is highly desirable, • 10+ years of demonstrated success in donor cultivation, relationship management, and securing philanthropic commitments, ideally within a community foundation or financial services environment., • Strong knowledge of donor-advised funds, planned giving vehicles, tax regulations, and wealth management strategies., • Proven ability to develop partnerships and collaborate effectively with professional advisors in estate, tax, and financial planning., • Excellent communication, presentation, and negotiation skills, with a track record of building trust and rapport with HNWIs and corporate donors., • Highly organized, proactive, and results-oriented approach to managing multiple relationships and initiatives simultaneously., • Exceptional attention to detail and commitment to maintaining accurate, compliant, and confidential data., • Willingness to work flexible hours, including occasional early mornings, nights, and weekends to accommodate donor-related events.Other Information: Currently full-time employees are expected to work in the BKO office located in Downtown Brooklyn Monday through Thursday with occasional events on Friday. In alignment with its Racial Justice Lens, the Organization is committed to maintaining a staff that diversifies philanthropy, including lifting up the leadership of people from communities historically underrepresented in the field and those directly affected by structural racism, centering them in decision-making. Brooklyn Org is an equal opportunity employer. The Organization does not engage in or tolerate discrimination on the basis of race, color, gender identity, gender expression, religion, age, sexual orientation, national or ethnic origin, disability, marital status, military veteran status or any other protected group in the locations where we work. Compensation: Brooklyn Org has a competitive and exhaustive benefits and leave plan and the salary range for this position is $130,000 $145,000 dependent on the successful candidates background and experience. To Apply: Brooklyn Org has retained the services of Harris Rand Lusk to conduct this search. Inquiries, nominations, and applications may be directed in confidence to: Kathryn Frances Research and Operations Manager Harris Rand Lusk 260 Madison Avenue, 15th Floor New York, NY 10016 Email cover letter and resume to: kfrances@harrisrand.com. Please include Brooklyn Org, VP Philanthropic Partnerships in the subject line of the email. Flexible work from home options available.

Job Description About Antler Antler is where founders come to go further, faster. Antler is the world’s most active early-stage investor, backing exceptional people at the very start of their journey — and supporting them from inception to scale. Across 27 cities worldwide—including New York, San Francisco, London, Berlin, Bangalore, Singapore, Seoul, and Sydney—the firm helps founders remove the barriers to building by connecting them with world-class peers, validating business models, and providing initial capital. For founders who go on to build breakout companies, Antler Elevate—the firm’s flagship, emerging growth fund—invests beyond the early stages. To date, Antler has backed more than 1,900 startups globally across a wide range of industries and technologies with the goal of backing more than 6,400 by 2030. Antler runs a highly structured and thorough due diligence process to assess early-stage opportunities at scale. Through Antler’s structured investment approach, Antler gains a deep understanding of their strengths, scale of ambition, grit, and passion. A global network of advisors and domain experts helps further validate their business models, giving unique insights into founders’ potential. Antler is backed by institutional investors, including asset managers, life insurance companies, sovereign wealth funds, wealth managers, alongside unicorn founders and family offices. The board is co-chaired by Sheila Patel, former Chairman of Goldman Sachs Asset Management, and Tore Myrholt, former EMEA Chair of McKinsey, and the advisory board includes James Anderson, Chairman of Kinnevik and former co-manager of the Scottish Mortgage Investment Trust at Baillie Gifford; Peter Harrison, former CEO of Schroders; Ken Hitchner, former Chairman and CEO of Goldman Sachs APAC; Nancy Zimmerman, Co-founder and Managing Partner of Bracebridge Capital; David Fischer, former Chief Revenue Officer at Facebook; Todd Ruppert, former CEO of T. Rowe Price Intl and former Y Combinator Partner and serial entrepreneur Aaron Harris. North America is a critical growth market for Antler, both as a source of world-class founders and as a key LP fundraising geography. The firm is now investing meaningfully in its North American capital formation capabilities to match the scale of its global ambition. The Role This is a foundational hire and pivotal moment for Antler in North America. We are looking for a Head of Capital Formation to own and scale fundraising across the region - leading institutional capital raising while helping shape the next phase of Antler’s platform. This is not a stewardship role; it is a build role. You will lead fundraising across institutional LPs, family offices, and strategic investors, driving commitments into Antler’s global fund platform. At its core, this is a senior sales leadership position - combining relationship depth, execution intensity, and meaningful strategic ownership. You will be Antler’s most senior capital markets leader in North America, partnering directly with our global Managing Partners to set and execute regional fundraising strategy, open new investor channels, and convert momentum into closed capital. This role will suit someone coming from a senior capital formation or distribution background within asset management who is excited to trade infrastructure for impact. You won’t inherit a large team, a polished machine, or layers of support - you will help build them. Expect to be deeply in the work: originating, pitching, travelling lean, and closing. You will build and lead a small, high-performing capital team, setting the tone for a culture defined by ownership, rigour, performance and accountability. The right candidate brings: • an established North American institutional LP network, • a track record of closing complex fund commitments, • and the entrepreneurial mindset to operate at senior level without corporate scaffolding Key Responsibilities 1. Capital Raising & Origination (Core Sales Function) • Lead and deliver against North America fundraising targets across Antler's fund suite, including flagship regional and global vehicles, thematic strategies, and co-investment opportunities., • Manage the full fundraising cycle from prospecting and origination through qualification, pitching, due diligence management, and close., • Build and maintain a high-quality, well-segmented pipeline of institutional investors, endowments, foundations, pension funds, family offices, sovereign wealth funds, and strategic corporates suited to Antler's fund products., • Lead term negotiation and closing processes, including side letters, subscription documentation, and partnership structuring where required., • Establish and convert strategic LP partnerships that expand Antler's footprint and distribution capabilities in the region., • Provide a clear, data-driven view of the NA fundraising pipeline, reporting regularly to global Capital Team leadership on progress, risks, and opportunities. 1. Investor Relations & External Representation • Serve as the primary relationship owner for North American LPs across the full investor lifecycle — from prospecting through ongoing stewardship., • Maintain consistent, high-quality engagement, ensuring Antler remains top-of-mind and investors are well-informed on fund performance, portfolio developments, and strategic direction., • Represent Antler externally at investor meetings, industry forums, conferences, panels, and other targeted events, acting as a credible and authoritative voice on early-stage venture, emerging managers, and private markets., • Expand Antler’s reach by building and leveraging a network of advisors, gatekeepers, consultants, and other capital market intermediaries., • Act as a brand ambassador for Antler’s mission, investment thesis, and portfolio — translating complex strategies into clear, differentiated narratives that engage prospective LPs. 1. Team Leadership & Management • Build, lead and develop a team of 3+ Capital professionals in North America, setting clear targets, priorities, and performance standards., • Foster a high-performance, collaborative team culture aligned with Antler's global values and the professionalism expected of a world-class capital markets function., • Actively coach and mentor team members, supporting career development and technical skill-building in fundraising, LP relations, and deal structuring., • Allocate coverage responsibilities and manage team workflow to ensure the LP pipeline is efficiently worked, and no relationship falls through the cracks., • Work collaboratively with global Capital Team colleagues to share intelligence, align on messaging, and contribute to a One-Antler approach to fundraising., • Balance strategic oversight with active participation in day-to-day fundraising execution. 1. Product Strategy & Market Insight • Partner with global Managing Partners and the Capital Team to influence design and positioning of fund products that resonate with North American LPs and enable Antler to continue to scale., • Translate LP feedback into actionable input for fund design, structuring, and commercial strategy., • Support the development of compelling pitch materials, fund documentation, data rooms, and LP due diligence responses in collaboration with the IR, Legal, and Finance teams., • Identify opportunities for new partnerships, structures, or distribution channels that support Antler’s broader commercial strategy and long-term growth. 1. Investor Relations Platform & Infrastructure • Influence Antler’s capital formation infrastructure, including the adoption of pipeline management and CRM tools, and reporting discipline., • Introduce best practices from institutional asset management environments while adapting them to a fast-growing global platform., • Partner cross-functionally to strengthen systems, processes, and operational scalability as fundraising activity expands. Candidate Profile Background & Experience We expect candidates to come from a senior capital formation, distribution, or fundraising leadership role within institutional asset management, private markets, or alternatives investing. Your background will include: • Significant experience raising institutional capital across North America, ideally spanning venture capital, private equity, growth equity, or a global multi-asset platform., • A demonstrated history of originating and closing fund commitments directly with institutional LPs and sophisticated family offices., • Deep, active relationships across the North American allocator ecosystem, including pensions, endowments, foundations, consultants, fund-of-funds, family offices, and strategic investors., • Experience leading or building capital formation teams and operating as a senior representative of your firm in the market., • Familiarity with venture or early-stage investing structures is helpful. Experience in closed-end blind pool vehicles, co-investment structures, and evergreen or open-ended products, is also a strong advantage. Skills & Capabilities - What you’ll bring This role requires strong commercial and execution capability. You will demonstrate: • Credibility and presence with sophisticated institutional investors, combined with a highly commercial mindset., • Strong commercial instinct and fundraising judgement — able to listen to LP needs, adapt product narratives, and manage objections with nuance and conviction., • Fluency with fund performance analysis, portfolio construction discussions, and institutional due diligence expectations., • A leadership style that develops strong teams while maintaining personal accountability for outcomes., • Able to operate autonomously in a busy, high-velocity environment — you’ll be organised and able to personally manage relationships, processes, and priorities from first meeting through close. Operating Style & Personal Attributes Antler combines institutional capital formation with a builder mindset. The individuals who succeed here have: • An entrepreneurial mindset — comfortable operating in a fast-growing, globally distributed organisation where priorities evolve and opportunities emerge quickly., • Strong personal ownership — self-directed, proactive, and accountable for outcomes, with the ability to move work forward without extensive structure or oversight., • A collaborative instinct — sharing market intelligence openly, working across regions, and contributing to a genuinely global capital formation effort rather than operating in silos., • Intellectual curiosity about venture and innovation — genuine interest in early-stage investing, founders, and emerging technology ecosystems., • Pragmatism and adaptability — equally comfortable representing Antler in a CIO meeting or rolling up sleeves to progress a process internally. Location: Based in, or willing to relocate to, a major North American financial centre (New York or San Fran preferred), with flexibility for frequent regional and international travel. Why Antler Antler offers a rare combination: the reach and operational infrastructure of a global firm with the culture and energy of a founder-led business. This role represents a genuine opportunity to shape the North American capital formation function at a pivotal moment in the firm's growth trajectory. What makes Antler compelling: • A genuine platform-building opportunity. You will shape Antler’s North American capital formation effort from an early stage, with direct influence on strategy, product positioning, and investor outcomes., • Institutional ambition with entrepreneurial pace. Antler combines global scale and sophisticated LP access with a lean operating model that rewards ownership, speed, and initiative., • A differentiated investment story. Antler backs exceptional founders at inception, creating exposure to the earliest point in the company lifecycle and offering LPs access to a distinctive, globally scaled venture platform., • Breadth of opportunity in a global team. Multiple fund vehicles and geographies create depth in the conversation with investors and a platform that can evolve with market demand., • High autonomy, high visibility. You will work closely with global leadership and have meaningful influence over how Antler presents itself to the market and raises capital in North America., • A mission with substance. Every commitment raised helps back the next generation of companies, founders, and technologies — with tangible impact beyond financial returns. Powered by JazzHR 7pjSykNh7z

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 www.clicktherapeutics.com and connect with us on LinkedIn. About the Role: As a Senior Director / Vice President of HCP and Payer Marketing, you will shape the overall marketing strategy for near-term launch products and build a best in class marketing organization to execute that vision. You and your team will define the brand strategy and create the narrative and materials that drive behavior change and prescriptions for Click's PDTs. The role reports to the Chief Commercial Officer. You will oversee all aspects of the marketing function, including long-term brand strategy, market shaping, promotional messaging, tactical planning, digital marketing/omnichannel engagement, etc. We are looking for someone with a strong background in pharmaceutical marketing and launch excellence that can develop the Click playbook for Prescription Digital Therapeutic (PDT) launches across multiple therapeutic areas. 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 4 days in office each week. Responsibilities: • Ownership of a best-in class marketing campaigns, including development of each product's brand positioning, creation of brand value propositions, and promotional messaging in order to create and drive effective brand strategies, • Utilizing data and being strategic in developing the brand by conducting segmentation, unmet needs analysis, competitive landscape and business intelligence for HCPs and payers; leverage clinical and economic data to produce high impact collateral for payer and HCP campaigns, • Develop omnichannel, growth and DTC campaigns for consumer focused marketing strategies, • Execute the branded and unbranded campaigns to prime the market for a new treatment modality, leveraging developed segments for each audience, • Oversee the development of all promotional materials (visual aids, brochures, website, etc.), approval process, and dissemination of approved materials, via agencies or otherwise, • Oversee the development of the Payer Value Dossier, translating clinical trial outcomes and value propositions into compelling economic arguments for Market Access teams to utilize in securing adoption of national or payer coverage, • Direct the strategy for patient assistance programs (PAPs), copay support, and navigation services to minimize abandonment at the pharmacy counter., • Collaborate with Medical Affairs on communications strategy and KOL engagement, • Manage the brand presence at key congresses, • Support the field team by developing the curriculum and training modules for all field teams (Sales, Access, and MSLs), • Support the planning for future indications, international expansions, and other types of partnerships Qualifications: At Click, we aren't just looking for talent; we are looking for the next evolution of the modern professional. To us, AI is not a future possibility, it is a present-day prerequisite. We expect every Click colleague to have seamlessly integrated AI into their professional workflow and personal productivity, using it as a force multiplier to move faster, think deeper, and deliver superlative results that were previously out of reach. If you do not yet view AI as an essential partner in your daily pursuit of excellence, you will find it impossible to keep pace with our mission. High performers who harness AI technology to transcend traditional boundaries and set new benchmarks for professional excellence will thrive at Click. Education & Experience • Bachelor's degree required; MBA, PharmD, or MPH preferred to navigate the complex intersection of business and clinical strategy., • 15+ years of progressive leadership within the pharmaceutical or biotech sectors, with a proven track record across Market Access, HCP Marketing, and Sales., • Demonstrated success leading multiple brand launches, overseeing the journey from pre-approval market shaping to post-launch pull-through. Strategic Leadership & Domain Expertise • Extensive experience in developing comprehensive brand strategies, encompassing Market Access, HCP professional promotion, patient engagement, and market-shaping initiatives (DSA/DSE)., • Strategic capabilities with the ability to conceive, develop and implement multi-dimensional marketing and business plans., • Deep understanding of the US payer landscape, with a preferred focus on Medicaid, state government accounts, and public affairs policy to navigate evolving legislative environments., • Sophisticated understanding of cross-functional ecosystems, including Sales, Marketing Analytics, Payer Account Management, and Sales Training. Operational & People Excellence • A seasoned leader with a track record of building, mentoring, and scaling high-performing marketing teams in high-growth environments., • Expert-level oversight of multi-million dollar budgets and external vendor relationships, including AORs and promotional partners., • Exceptional communication and interpersonal skills, with the "emotional intelligence" required to drive consensus across diverse cultures and complex matrixed disciplines. Click Preferred Qualifications • Knowledge of or experience with Digital Therapeutics and/or Prescription Digital Therapeutics is considered a plus, • Experience in other commercial functions (Field Sales, Sales Enablement, Commercial Excellence) Compensation: The base salary range for this position is between $180,000 - $280,000. 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 https://www.ic3.gov/Home/ComplaintChoice. 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 DescriptionAbout Monstro Monstro is the operating system for governed financial intelligence. We build governance and intelligence infrastructure that enables artificial intelligence to operate safely, explainably, and at institutional scale. We exist because the level of financial guidance historically available to a small group should be accessible to many more people. By combining AI with deep institutional infrastructure, we help financial institutions deliver more personalized, responsible, and life-changing financial support to millions of individuals. We're building mission-critical systems in a highly regulated domain, and we care deeply about doing it right. If you're motivated by meaningful problems, high standards, and shaping infrastructure that improves financial outcomes, you'll feel at home here. About the Role We are hiring a Managing Director, Strategic Accounts to personally lead the pursuit and closing of Monstro's largest, most strategic engagements with Tier-1 global banks. This is a senior individual contributor role — a quota-carrying operator-seller who runs the room and closes the deal. It is not a sales management role. Target deals are multi-year transformation programs and enterprise platform deployments in the $25M–$100M+ ACV range. You will work shoulder-to-shoulder with the CEO and CRO to win Monstro's earliest transformational partnerships with the world's most influential financial institutions. This is an early enterprise hire at Monstro. The narrative, the GTM motion, the discovery framework, the pricing posture, and the deal playbook are still being shaped. You will help shape them — not inherit them. We are looking for a seller who is energized by that, not slowed down by it. Why This Role Matters The global banking industry is undergoing a once-in-a-generation infrastructure shift. A handful of strategic, long-term partnerships will determine market leadership in governed financial intelligence — and the seller who lands them will be the person who defines how Monstro shows up to a Tier-1 bank for the next decade. Each Tier-1 win compounds: it defines the product roadmap, validates the category, and creates reference accounts that unlock the next wave of global opportunities. The output of this role is not a forecast; it is the first set of marquee logos that make Monstro inevitable in the institutional market. What You'll Do Own the deal, end-to-end • Personally lead pursuit, qualification, and close of multi-year transformation programs and enterprise platform deployments ($25M–$100M+ ACV)., • Run discovery, build the business case, drive the technical evaluation alongside Product and Engineering, negotiate commercial terms, and bring the deal across the line., • Own the forecast on your accounts with discipline. No surprises, no padding, no hopium. Build pipeline, don't just inherit it • Develop pipeline through a deliberate, repeatable process — account mapping, cold and warm outreach, executive briefings, partner channels, events, and content — not solely through your personal network., • Use existing relationships as accelerants where they exist; build new ones where they don't. Comfort with cold development is required, not optional., • Maintain a working pipeline of strategic pursuits with clear next steps, identified economic buyers, and documented mutual close plans. Engage at the executive level • Build and sustain C-suite relationships (CEO, CRO, CIO, CTO, Head of Data, Head of Wealth, Head of Risk) and convert them into active executive sponsorship inside the bank., • Run the room in executive sessions — frame the problem, defend the architecture, handle objections from procurement, risk, and InfoSec on the spot. Help shape the GTM motion • Translate every deal cycle into reusable artifacts: ICP refinement, qualification criteria, objection libraries, competitive positioning, ROI models, and proposal templates., • Partner with the CEO, CRO, and Product on messaging, pricing structure, and packaging — bring the voice of the institutional buyer back into the building., • Help define what the enterprise sales motion looks like as Monstro scales. Your deals are the source material. Navigate procurement, risk, and compliance • Drive complex procurement, InfoSec, regulatory, and legal review cycles in parallel with commercial negotiation. Anticipate the gates; don't get caught by them., • Coordinate Legal, Security, and Compliance internally to clear approvals on first submission wherever possible. Hand off cleanly to delivery • Orchestrate the transition from signature to deployment with Product, Engineering, and Customer Success so the bank's first 90 days are a credit to the deal, not a complaint about it. Represent Monstro externally • Be a credible voice in the market — executive briefings, industry forums, private dinners, and selective public speaking that elevates Monstro's positioning with Tier-1 institutions.What Success Looks Like, • Within 6 months: a qualified, advancing pipeline of 6–10 named Tier-1 pursuits, each with an identified economic buyer, executive sponsor, and documented mutual close plan., • Within 12 months: active executive sponsorship at 6–10 priority Tier-1 banks, generated through a mix of existing relationships and new ones you built from scratch., • Within 18 months: 2–4 closed transformational partnerships in the $25M–$100M+ ACV range, contributing $50M–$200M in total contract value., • Forecast accuracy within ±10% on a rolling 90-day basis from month 9 onward., • ≥60% first-cycle clearance on InfoSec, regulatory, and procurement reviews through early alignment with internal Legal, Security, and Compliance., • Reference-grade outcomes on closed accounts: ≥50% of customers willing to take peer reference calls within 6 months of go-live., • Tangible contribution to the GTM motion: at least one durable artifact (pricing framework, qualification model, objection library, ROI calculator, or competitive playbook) shipped from your deal experience and adopted by the broader team., • At least two product enhancements influenced by Tier-1 deal cycles you ran, prioritized into the roadmap within 12–18 months.What We're Looking For, • Senior individual contributor, not a sales manager. You have personally carried a number and personally closed $25M+ ACV enterprise technology deals into Tier-1 or large regional banks. References will validate that you, specifically, drove those wins., • Demonstrated repeatable sales motion. You can walk through how you build pipeline from cold, how you qualify, how you advance, and how you close — with specifics, not slogans. You have closed meaningful deals into accounts where you had no pre-existing relationship at the start of the cycle., • End-to-end ownership through delivery. You have sold technical products into Tier-1 banks and stayed engaged through implementation. You understand what gets a deal signed and what gets it deployed — and that those are different problems., • Executive credibility in financial services. You have active, working relationships with senior decision-makers at Tier-1 banks (CIO, CTO, CRO, CDO, Heads of Data / Wealth / Risk / Transformation). You treat your network as an accelerant, not the whole strategy., • Technical literacy. Comfortable engaging substantively on core banking infrastructure, cloud, data architecture, APIs, AI governance, and security/compliance frameworks. You can hold a technical conversation without a sales engineer in the room., • Domain depth. Real working knowledge of banking infrastructure, regulatory regimes, InfoSec processes, and how procurement and risk actually work inside a Tier-1 institution., • Operator mindset. You are energized by ambiguity. You have sold at an early stage before — ideally where the deck, the pricing, and the case studies didn't fully exist yet — and you helped build them. You write your own follow-ups, run your own discovery, and don't wait for enablement to ship., • Background. Likely an early or top-performing enterprise seller at a company that sold infrastructure into banks (e.g., Palantir, Snowflake, Databricks, Bloomberg, Oracle Financial Services, FIS/Fiserv, Finastra, Temenos, MongoDB, Confluent, or a comparable financial-services-focused enterprise software business). The pattern we care about is what you closed and how, not the logo on your resume., • Global fluency. Comfortable operating across major financial hubs (US, UK, Europe, Middle East). Willing and able to heavily travel internationally., • Voice in the market. Willing and able to represent Monstro externally — executive briefings, industry events, selective public speaking — in a way that compounds pipeline.How We Will Evaluate You Our process is calibrated specifically to distinguish operator-sellers from relationship-only hires. You can expect to: • Walk us through 2–3 specific deals end-to-end, including how you built pipeline, who the economic buyer was, what nearly killed the deal, and what your specific role was in saving it., • Show how you would build a 90-day plan for a named Tier-1 bank where you have no pre-existing relationships., • Pressure-test our current narrative and pricing posture and tell us what you would change., • Talk through how you would build the repeatable motion alongside leadership — not just execute on a pre-existing one.Compensation This is a senior individual contributor role with executive-level total compensation, structured as a true closer's seat — 50/50 base/variable split, with uncapped accelerators designed so that top performers materially out-earn OTE on the strength of closed deals. New York • Base Salary: $275,000 – $325,000, • On-Target Variable: $275,000 – $325,000 (50% of OTE), • On-Target Earnings (OTE): $550,000 – $650,000, • Realistic Top-Performer Earnings: $1,500,000 – $2,500,000+ annually at sustained over-attainment with one or more Tier-1 transformational wins, • Equity: 0.25% – 0.50% (pre-Series-A; subject to Board approval and standard four-year vesting with a one-year cliff) Plan Mechanics • Commission accelerates above 100% of plan and accelerates again above 150%, with no cap on annual earnings., • Additional milestone kickers apply on first-of-kind Tier-1 wins, multi-year contract structures, and named marquee logos that establish reference accounts for the next wave of pursuits., • The plan is built to reward closed ACV, not activity. A single transformational $50M–$100M+ ACV win, structured and closed, can drive earnings well into seven figures on its own.Why Monstro?, • Ownership & Impact: Shape the future of AI-powered finance—building a category-defining product used by consumers and institutions around the world., • Experienced 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.A Note on Interviewing: We sometimes use AI note-takers to help us transcribe interview notes, so we can be more present in your interview. If you'd like to opt out of us using automatic transcribers, please note this in the free text field in your application, otherwise we'll take your application as confirmation that you're happy for us to use notetakers (whether added to video calls or in the background).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 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 www.clicktherapeutics.com and connect with us on LinkedIn. About the Role: As a Senior Director / Vice President of Market Access, you will be the backbone of the commercial organization. You will design the financial architecture of the product, shape the external policy and regulatory environments to support PDTs, and ensure long term viability of the PDT category. The role reports to the Chief Commercial Officer and will work closely with senior counterparts in the Medical Office and Strategy Office. We are looking for someone with a strong background in Policy and Market Access Operations to also develop the Click playbook for Prescription Digital Therapeutic (PDT) launches across multiple therapeutic areas. 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 4 days in office each week. Responsibilities: • Pricing & Contracting Strategy, • Architect and execute comprehensive US pricing strategies, including WAC-to-Net modeling and multi-year GTN (Gross-to-Net) forecasting to ensure sustainable brand profitability, • Design and negotiate innovative contracting frameworks to secure optimal formulary positioning., • Lead the Deal Evaluation process, utilizing rigorous financial sensitivity analysis to balance market share gains against rebate ceilings and price-protection liabilities.Reimbursement & Operations, • Engineer end-to-end payment flows that bridge the gap between contract execution and claims adjudication, ensuring seamless provider and pharmacy reimbursement., • Oversee operational pathways for claims processing, proactively identifying and resolving "bottlenecks" in the medical or pharmacy benefit triggers to minimize script abandonment.Patient Support & Distribution, • Design and scale the "Hub" infrastructure and Digital Pharmacy partnerships to optimize patient onboarding and speed-to-therapy., • Implement a high-touch patient contact model (Care Guides/Coaches) leveraging RWE (Real-World Evidence) to drive therapy persistence and long-term outcomesCommercial Effectiveness & Data Strategy, • Own the commercial data ecosystem, integrating real-time app data with traditional claims data, • Establish key performance indicators (KPIs) to monitor pull-through effectiveness, ensuring field teams are prioritizing the highest-yield payer segments., • Drive call planning, reach and frequency for sales team to execute in the field Government Affairs & Advocacy, • Lead lobbying efforts and advocacy coalitions to advance statutory coverage (e.g., Access to Prescription Digital Therapeutics Act) and shape the federal PDT landscape, • Develop and execute localized market access plans to open coverage pathways for specialized populations (e.g., Schizophrenia), navigating state-specific PDL (Preferred Drug List) processesCoding, Billing & Reimbursement Policy, • Coding & Compendia Management: Lead the strategy for HCPCS, CPT, and ICD-10 coding alignment; oversee successful listing in key drug compendia (First Databank, Medi-Span) to ensure automated billing, • Payer Dossier Development: Develop AMCP dossiers and Budget Impact Models (BIM) that substantiate the clinical and economic value proposition to P&T committees, • Policy Influence: Serve as the primary internal expert for PDURS (Prescription Drug Utilization Review) and Physician Fee Schedule updates to ensure long-term payment recognition Qualifications: At Click, we aren't just looking for talent; we are looking for the next evolution of the modern professional. To us, AI is not a future possibility, it is a present-day prerequisite. We expect every Click colleague to have seamlessly integrated AI into their professional workflow and personal productivity, using it as a force multiplier to move faster, think deeper, and deliver superlative results that were previously out of reach. If you do not yet view AI as an essential partner in your daily pursuit of excellence, you will find it impossible to keep pace with our mission. High performers who harness AI technology to transcend traditional boundaries and set new benchmarks for professional excellence will thrive at Click. • Bachelor's degree required; MBA, PharmD, or MPH preferred to navigate the complex intersection of business and clinical strategy, • 15+ years of progressive leadership within the pharmaceutical sectors, with a proven track record across Market Access and Pharma Commercial Operations, • Demonstrated success leading multiple brand launches, overseeing the journey from pre-approval market shaping to post-launch pull-through, • Strategic capabilities with the ability to conceive, develop and implement multi-dimensional roadmaps and business plans, • Deep understanding of the US payer landscape, with a preferred focus on Medicaid, state government accounts, and public affairs policy to navigate evolving legislative environments, • Sophisticated understanding of cross-functional ecosystems, including Sales, Marketing Analytics, Account Management, and Pricing and Contracting, • Exceptional communication and interpersonal skills, with the "emotional intelligence" required to drive consensus across diverse cultures and complex matrixed disciplines. Click Preferred Qualifications: • Knowledge of or experience with Digital Therapeutics and/or Prescription Digital Therapeutics is considered a plus, • Experience in other commercial functions (Marketing, Sales Enablement) Compensation: The base salary range for this position is between $180,000 - $280,000. 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 https://www.ic3.gov/Home/ComplaintChoice. 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 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 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Role: We are hiring a high performing Director of Strategic Partnerships to build, manage, and oversee partnerships at Arch. Partnerships are a pivotal channel for expanding new business and deepening existing customer relationships. Channel partners not only generate new business, but also enrich our ability to serve and delight customers. You will play an important role in developing new partnerships, strengthening existing partnerships, and solidifying Arch’s role as the connective tissue across the wealth and alternative asset management world. Your responsibilities will include: Arch partners with peer technology companies, large banks, and other financial services firms. You will identify and relentlessly build new partner relationships, as well as nurture and deepen existing partnership channels. Strategize / liaise with partners to showcase how Arch will create value for partner firms and their customer base. Manage product priorities for key partners, coordinating across sales/operations, product, and engineering. Own key aspects of the partner marketing strategy including external client collateral, press releases, and broader GTM engagement strategy. Generate inbound referrals and strengthen the Arch product experience. Reach out to us if you: Have 7 - 10 years of experience in partnerships at high-growth companies, preferably in a fintech, B2B, SaaS, or startup setting. Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field. Can execute in the weeds, as well as zoom out to the bigger picture strategy. Are able to manage a diverse set of partner relationships, from the biggest banks in the world to the entrepreneurial sole proprietor. Are organized, thorough, creative, and passionate – you’re not afraid to think outside the box. Thrive in a fast-paced, entrepreneurial environment. Enjoy taking initiative, and going above and beyond are part of your character. Are comfortable owning material creation that will empower how Arch communicates with key external stakeholders. Can show organizations, from individual consultants to fortune 50 companies, the value in working with Arch. Bonus points if you: 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: Most 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, move quickly, and deliver exceptional service to our clients. For select roles, we are also open to candidates based in Boston. If a role is open to Boston, it will be listed explicitly in the job location. We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands-on, collaborative environment 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: $120K - $140K

Job DescriptionAbout Us Gridline is here to redefine how private markets operate, making them faster, smarter, and more accessible. We are setting a new standard by building the Turnkey Alternatives Management Platform (TAMP) to help wealth managers run private market programs at scale. As a ledger-native system of record, Gridline provides a single source of truth that tracks the entire investment lifecycle down to the transaction layer, enabling RIAs, family offices, and private banks to manage their private markets business in one place. Our team brings deep experience across both enterprise technology and alternative investments to build the infrastructure layer the industry has always lacked. Backed by an $18.5M Series A led by FINTOP, we are creating the systems and structuring the data required to define the next generation of private market investing. Are you up to the challenge? The Opportunity Gridline is seeking a VP, Fund Controlling to serve as the departmental head and strategic architect of our fund administration. Reporting directly to the Chief Operating Officer, you will be the ultimate authority on the financial integrity, compliance, and operational scale of our entire investment vehicle suite. This is a leadership mandate designed for a seasoned expert who can balance high-level strategic planning with the technical rigor required to oversee complex private market structures. In this role, you will not only manage the day-to-day fund lifecycle - including complex subsequent closes and multi-jurisdictional reporting - but you will also be responsible for building the team and infrastructure that powers our growth. You will lead internal associates and external service providers, driving a tech-first mentality to automate and institutionalize our fund accounting functions. This is an amazing opportunity to join Gridline at this inflection point and put your stamp on something that is revolutionizing the alts space. In this role you will... • Lead Fund Finance Strategy: Own the end-to-end financial oversight for all Gridline products, ensuring institutional-grade accuracy across NAV production, tax, and audit work-streams., • Master Complex Fund Mechanics: Act as the final sign-off for complex capital lifecycle events, including management fee structures, waterfall distributions, and sophisticated subsequent close interest equalizations., • Direct Audit & Tax Strategy: Drive the annual audit and tax cycles, managing high-level relationships with external partners to ensure seamless delivery of K-1s and audited financial statements across all vehicles., • Build & Manage Teams: Oversee and mentor the Fund Controlling team to ensure 24/7 operational coverage and efficiency., • Drive Operational Alpha: Partner with Product and Engineering to design and implement proprietary tools that automate fund administration, reducing manual touchpoints and mitigating operational risk., • LPA & Compliance Oversight: Ensure all fund activities strictly adhere to Limited Partnership Agreements (LPAs) and regulatory requirements, acting as the primary liaison for legal and compliance matters.You have..., • Experience: 10 - 15 years of deep experience in fund administration/accounting within the alternative investments and/or private markets space (private equity expertise is specifically required)., • Technical Mastery: An expert-level and proven track record of managing the entire fund accounting lifecycle across NAV, audit, and tax., • Leadership: Significant experience managing professional staff, including preference for candidates who have managed offshore teams or global service providers., • Education: A CPA and ideally a master's degree in a related field., • Location: Based in Atlanta, GA (Hybrid) or the New York Metro Area (100% Remote)., • Salary is determined by a variety of factors, including specialized skills, experience, and relevant education or training., • This salary range is one component of our total rewards package.We offer..., • Impact: The opportunity to join a Series A fintech at an high-growth inflection point., • Mission-Driven Work: The ability to revolutionize the private markets space and build the industry’s infrastructure layer., • Elite Collaboration: A tight-knit team of experienced operators and builders who are passionate about scaling startups., • Ownership: A high-autonomy environment where you are encouraged to take ownership and solve complex problems., • Full Suite of Benefits: Competitive salary, equity, and flexible PTO, plus robust medical, dental, and vision coverage. Gridline is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or any other characteristic protected by applicable law. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionABOUT PROJECT HEALTHY MINDS Project Healthy Minds is a mental health tech non-profit startup. We are pioneering a first-of-its-kind model: applying technology to address one of the biggest social issues of our time: the growing mental health crisis. We believe in a simple but profound idea: that it should be as easy to find mental health services as it is to book a flight or a restaurant reservation. That's why we're building the world’s first digital marketplace for finding mental health services that are right for you. To do that, we work with some of the most inspiring and influential leaders in America - business titans, tech entrepreneurs, clinicians and scientists, musicians, artists, athletes, media stars, policymakers, and more. Because we believe that the world's most complex challenges require interdisciplinary teams and solutions. We are backed by a powerhouse of industry-leading Board of Directors and Advisory Council Members who are passionate, hands-on, and dive into the important work with us. Learn more at projecthealthyminds.com and @projecthealthyminds on social. ABOUT THE ROLE WHAT WE’RE LOOKING FOR:We’re looking for a visionary and ambitious development leader who is as talented at front-line fundraising as they are at building and managing a team or crafting a development strategic plan. We are growing quickly and need a proven leader to help shape the development strategy, and multi-year hiring plan and provide hands-on execution of the plan. This is an ideal opportunity for a talented front-line fundraiser who gets equally excited at cultivating and strengthening relationships with key donors as they get about building teams, designing systems, and executing a multi-year strategic plan. Reporting to the Founder & CEO, this role will serve as a thought partner and senior counselor to the CEO. HOW YOU’LL CONTRIBUTE:● Oversee the development function, including individual giving, corporate partnerships foundation, and governmental relations, special events, research, operations, development communications, planned giving, grassroots fundraising, etc.● Spearhead the development planning function – shaping the multi-year development strategic plan and oversee its execution in a hands-on manner.● Build a full, world-class development function – bringing a network of exceptionally talented candidates and discovering and recruiting great new talent to Project Healthy Minds.● Develop from scratch and implement systems for how the development staff should work together.● Cultivate, solicit, and deepen relationships with a pool of key funders.● Partner with the Founder & CEO to deepen relationships with members of the Board of Directors, Advisory Council, and other key stakeholders.● Serve as a player-coach for the development staff – providing executive management, training, and mentorship to a team of high-potential staff.● Grow a large and diversified donor base for Project Healthy Minds to create sustained, long-term growth.● Architect the overarching donor communications plan – working in partnership with Creative and Marketing teams. Frequently analyze fundraising targets and mark-to-market progress, operationalizing insights, and delivering quarterly development reviews to the Founder & CEO. ABOUT YOU OUR IDEAL CANDIDATE IS:● An entrepreneur at heart – you are a builder at heart and are excited about growing a development function. You bring that entrepreneurial spirit into everything you do – taking initiative and actively seeking to deepen current donor relationships and forge new ones.● A skilled fundraiser – you are bringing a wealth of experience with individual fundraising in the non-profit sector. You have actively managed and grown a donor pool and secured six, seven, and eight figure gifts, and you are eager to build a diverse portfolio of supporters for Project Healthy Minds. You offer extensive knowledge of industry standards and best practices.● Emotionally intelligent – you understand that the heart of this role lies in building deep, thoughtful relationships with our stakeholders. With excellent communication skills, reliability, and a positive, confident disposition, you care about serving as the main point of contact for a large group of stakeholders with diverse personalities and backgrounds. Your excellent interpersonal skills allow you to develop and maintain long-term, productive relationships both internally and externally.● A born leader – you lead, inspire, and collaborate with your development colleagues through your vision and empathy. You are a thought partner to the Founder & CEO and are intuitively talented at managing a development team of full-time and part-time staff.● Flexible – you can be nimble and easily balance different priorities, with experience and comfort working in a fast-paced, entrepreneurial environment. You have the ability to travel as necessary.● Mission-driven – you are passionate about our work and are motivated to raise money to expand access to mental health services.● Driven by customer satisfaction – as you remain laser-focused on fundraising, your overarching goal is to give each donor a customized, outstanding experience with Project Healthy Minds.● Experienced – Bachelor’s degree and 15-25 years in nonprofit fundraising. Management experience required. Ideal candidate has a full set of fundraising experience – individual major giving, corporate partnerships, foundations relations, etc. WHAT WE OFFER ● Competitive compensation● Competitive medical, dental, and vision benefits● Paid holidays and generous PTO ● Life insurance● Short-term and long-term disability● Spring Health mental healthcare● Commuter benefits● Perks at Work● Experience joining a dynamic start-up environment that is re-writing the playbook for social change in the mental health tech space● Benefits of joining a close-knit, highly-motivated team with mentorship opportunities from founding leaders, Advisors, and Board members● Learning & Development opportunities, including free MasterClass subscriptions● Opportunity to attend inspiring experiences and events with thought leaders, business executives, and iconic speakers across a range of industries● And more (just ask!) The annual salary for this role is $225,000 - $300,000, depending on experience, skills, and other relevant considerations. EEO Guidelines: Project Healthy Minds is an Equal Opportunity Employer and does not discriminate on the basis of an individual's sex, age, race, color, creed, national origin, alienage, religion, marital status, pregnancy, sexual orientation or affectional preference, gender identity and expression, disability, genetic trait or predisposition, carrier status, citizenship, veteran or military status and other personal characteristics protected by law. All applications will receive consideration for employment without regard to legally protected characteristics. Project Healthy Minds will provide reasonable accommodations as required by applicable federal, state, and/or local laws, and will consider qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable "Fair Chance" laws. COVID Guidelines: The health and safety of our Project Healthy Minds community is the highest priority. As such, Project Healthy Minds is requiring all newly hired staff members to be fully vaccinated and boosted with an FDA authorized and/or approved COVID-19 vaccine as a condition of employment. Requests for reasonable accommodations for medical, religious, or other reasons will be considered in accordance with applicable law. Due to the high volume of applications received, only those selected for an interview will be contacted. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Chief Technology Officer April 2026 About NYC Kids RISE NYC Kids RISE is a nonprofit organization working with the City of New York and the NYC Department of Education to manage the Save for College Program (the Program). Through the Program, eligible students enrolled in an NYC public school (including participating charter schools), starting in kindergarten, automatically receive a free NYC Scholarship Account with an initial allocation of $100 by NYC Kids RISE on their behalf, invested in a NY 529 Direct Plan, and opportunities to receive additional rewards over time. Their families can open and connect their own college savings account on their child’s behalf, and communities can contribute to groups of these NYC Scholarship Accounts as both a targeted and universal platform for community-driven asset-building in every neighborhood. This approach draws from a variety of best practices and disciplines across the fields of asset building, child savings accounts, financial empowerment, education, community wealth building, urban poverty, neighborhood effects and social capital research, collective impact, and more. Read more about NYC Kids RISE and the Save for College Program and listen to stories from partners who helped build the platform during its pilot phase from 2017 to 2022. You can also view recent articles in Fast Company, the Wall Street Journal, and the NYCHA Journal; and read more about NYC Kids RISE theory of change in a report by the Urban Institute. After a successful pilot phase in the communities of School District 30 in Queens, NYC Kids RISE Save for College Program expanded citywide during the 2021-2022 school year. This 2025-2026 school year, there are approximately 380,000 students participating in the Program have an NYC Scholarship Account for their educational futures. Position Summary As a universal community driven wealth-building platform for New York City neighborhoods, the Save for College Program is underpinned by a technology and data platform that combines: • A family-facing portal that must meet the needs of NYC’s diverse families across languages, computer capabilities, familiarity with financial products, traditions, and levels of trust in government and nonprofit institutions; and, • A back-end record-keeping system that integrates educational, financial, and other programmatic data from across public and private agencies., among others. The effectiveness of this technology platform as an accessible and user-friendly public-facing resource for, ultimately, every NYC public school family--and as secure and efficient record-keeping and CRM system for NYC Kids RISE and its partners--has played and and will continue to play a critical role in the Save for College Program’s day-to-day operations and long-term impact. As a data-driven organization, NYC Kids RISE’s operation largely depends on the processing, manipulation, analysis and tracking/reporting of programmatic data housed within its technology systems. This data serves also as the foundation for the organization’s performance management and related project management systems. Chief Technology Officer NYC Kids RISE seeks a creative, entrepreneurial, visionary, and experienced leader and manager to serve as the organization’s first Chief Technology Officer. This person will be charged with overseeing and setting the longer-term vision for the Save for College Program’s data and information systems as well as overseeing cybersecurity practices. They will also be rolling up their sleeves and playing a hands-on role in implementation with the team and other external vendors. Ideal candidates will have a passion for managing teams that build and maintain sustainable, scalable data, technology and project management solutions and designing excellent, easy-to-use products for and in partnership with diverse users. The Chief will collaborate with internal and external stakeholders, including NYC Public Schools, consultants, school staff, community organizations, other City and State agencies, financial institutions, and participating families to ensure state-of-the-art usability, design, functionality, and sustainability of the Save for College Program’s platform for both its current user base (~380,000 families) and its projected future user base (~1 million Program participants across every NYC public school). Key Responsibilities include but are not limited to: Technology Product Vision and Leadership • Product owner for the Outcome Tracker platform (a customized version of a software platform provided by a third-party vendor, which serves as the Program’s main technology system), ensuring both day-to-day functionality and continuous improvement in alignment with a bold programmatic vision;, • Leader on expanded and integrated product development and vision for the organization, as it relates to Program participant-facing technology and platforms; Information Technology Operations • Oversee projects and initiatives related to the organization’s technology infrastructure and ongoing investments, including software, hardware, and related services. This work includes evaluation, recommendation / selection, and coordination of services related to the launch of new technologies and key updates of existing technology when necessary. This will involve collaborating with a team of external vendors, consultants, software providers, and security advisors. Critical upcoming projects include an organization wide CRM and a student facing web portal;, • Define project metrics and ROI goals for initiatives, track performance post delivery, and communicate product performance regularly with stakeholders;, • Recommend, oversee and implement technology solutions and supportive policies that match the bold vision and fulfill the potential of the Save for College Program as a universal community-driven wealth building platform for New York City neighborhoods including the effective and secure uses of Artificial Intelligence across both product development and operational and programmatic functions within NYC Kids RISE.Cybersecurity Leadership, • Lead cybersecurity infrastructure, technology, training and key initiatives for the organization in collaboration with an outsourced vCISO firm., • Oversee data infrastructure, record-keeping systems and other back-end infrastructure to support data security and privacy, operational efficiency, and programmatic impact;, • Ensure proactive engagement of appropriate internal and external stakeholders on cybersecurity initiatives and regular routines. This includes the coordination of tabletop exercises, NIST assessments, regular stakeholder meetings with public body and technology partners, as well as regular meetings with vCISO stakeholders to support momentum on active cybersecurity projects. Data Operations and Analytics, • Oversee the evolution of NYC Kids RISE data systems and architecture ensuring it develops to meet the organization’s growing programmatic needs while maintaining the highest levels of cybersecurity;, • Oversee the data operations and analytics team, and provide strategic direction on all related data operations and analytics projects;, • Support the integration of Tableau within and across the organization;, • Lead in the continuous learning, improvement, impact, and knowledge sharing for the entire NYC Kids RISE team;Team Management & Organizational Development, • Supervise, coach, and support direct reports to manage day-to-day operations and long-term projects across operational technology, product development, and data / analytics., • Drive strategy and manage relationships with the organization’s data technology partners and key stakeholders, including NYC Public Schools and the City of New York., • In collaboration with vendors and public partners, both lead and support key processes related to security accreditation and review, ongoing monitoring, data sharing and reconciliation efforts, product support and enhancements, and internal processes related to the underlying technology related to the Save for College Program., • Serve as an active member of the Executive Team, providing strategic input, leadership, and hands-on support with cross-functional initiatives as needed., • Along with all NYC Kids RISE employees, maintain, and support other staff and volunteers to maintain strict adherence to NYC Kids RISE data security and privacy policies; remaining vigilant on the ways in which NYC Kids RISE can continue to protect confidential information (including Student and Family Data); identify vulnerabilities, and proactively problem solve to improve controls and practices, • Along with all NYC Kids RISE employees, participate and share in the organization’s work to advance racial equity and anti-oppression in the organization’s and program’s operations and practices; proactively identify opportunities to advance the development of an anti-racist organization; share and solicit ongoing feedback and conversations to advance this work Qualifications, • 12+ years of related technology leadership experience, including 8+ years minimum in managing people and teams. At least two years of experience in senior or executive leadership, with C-level experience strongly preferred., • Demonstrated experience overseeing diverse, relevant technology portfolio areas in a fast-paced, entrepreneurial environment, including technology, product leadership, and cybersecurity., • Proven experience developing and scaling online products and managing in-house and contracted resources to meet product development milestones, • A clear understanding of user experience and SaaS metrics, with attention to metrics around digital equity, • A practical understanding of AI and automation tools; a practical understanding of how these tools can be identified and deployed to improve operational workflows, and a deep understanding of privacy and security considerations when exploring AI functionality, • Proven ability to work cross-functionally and manage multiple complex, interdisciplinary projects through full project lifecycle;, • Proven project and people manager, highly organized, strong attention to detail; ability to manage many concurrent projects with a clear sense of priorities and the ability to identify and communicate tradeoffs, • Ability to work with people from a variety of backgrounds;, • Adaptable, flexible and effective problem solver in fast-paced settings; Ability to collaborate, build consensus, deliver, and drive technical decisions with various sized stakeholder groups;, • Superb communication and relationship building skills, ability to translate complex information to diverse audiences; Ability to translate technical concepts and solutions to non-technical and executive audiences;, • Experience leading product teams and managing external vendors;, • Excellent interpersonal and customer service skills required. Ability to work cooperatively, sensitively, and tactfully,, • Demonstrated interest in and commitment to increasing economic opportunities and long-term financial security for low-income New York City families and neighborhoods; NYC Kids RISE currently maintains a hybrid work environment where staff work both from home and in the office, as determined by the staff member's preferences as well as the needs of our organization and the specific responsibilities of individual roles and teams. Our offices are based in Long Island City (Queens, NY). To apply, please apply via the online application link. Questions can be directed to Ashley Bourgeois (abourgeois@nyckidsrise.org). The salary range for this position is $200,000 to $250,000. NYC Kids Rise is an Equal Opportunity Employer. We do not discriminate in employment on the basis of basis of gender, religion, race, creed, color, national origin, citizenship status, age, disability, marital status, caregiver status, sexual orientation, gender identity or expression, military status, unemployed status, or any other characteristic protected by law. Powered by JazzHR L5iLYbV6GG

Job DescriptionAbout Motorsport NetworkMotorsport Network is a global, always-on media, technology and events platform uniquely positioned at the intersection of motorsport, automotive, and mobility. Reaching over 40 million fans across 25+ markets, the company operates some of the world’s most authoritative brands including Motorsport.com, Autosport, Motor1, Ride Apart, and InsideEVs, delivering live awards and event experiences, premium content, branded content, video, and podcasts that span racing, performance automotive, electric vehicles, and the future of mobility. Backed by GMF Capital and with a growing global footprint, Motorsport Network is trusted by the world’s leading brands across automotive, financial services, gaming, technology, and beyond as a strategic commercial partner. This is not a traditional media company. It is the only platform that authentically bridges the endemic motorsport audience, a uniquely affluent, tech-forward, engaged, and brand-loyal consumer base with the broader advertiser marketplace.The OpportunityAs VP, Head of Industry, you will own Motorsport Network’s commercial relationships across four high-growth verticals: Financial Services, FinTech, Gaming & Betting, and Technology. This is an IC role. You are not a generalist sales leader but a sector specialist with deep fluency in the industries you serve, the relationships to match, and the strategic vision to build long-term, high-value partnerships that neither side could achieve anywhere else. The motorsport audience is one of the most commercially valuable in media. Demographically skewed toward high-income, brand-engaged consumers with strong affinity for financial products, technology, and sports betting, this audience represents an extraordinary opportunity for brands across all four verticals and one that remains significantly under monetized. Your mandate is to change that. This role sits at the very top of the client-facing organization. You will be the face of Motorsport Network to C-suite and VP-level marketing decision-makers, brand managers, and agency partners across your sectors. You will contribute to and help shape how the company goes to market, influence product and content strategy through client intelligence, and establish Motorsport Network as the indispensable partner for any financial services, FinTech, gaming, or technology brand seeking authentic access to this audience. The best candidate for this role is someone who has lived inside these industries and fluently understands the regulatory landscape, the compliance constraints, the media buying dynamics, and the creative possibilities. This role is for someone energized by the challenge of translating that knowledge into commercially transformative outcomes within a premium sports, entertainment and media environment.Sector FocusYou will own the go-to-market strategy, senior relationships, and revenue targets across the following four verticals:Financial Services • Global and regional banks, investment firms, insurance providers, credit card companies, and wealth management brands with established or emerging motorsport sponsorship presence, • Senior relationships with CMO, SVP, and VP-level brand, sponsorship, and media teams at financial institutions, • Integrated campaign development leveraging Motorsport Network’s premium editorial environment to reach affluent, financially engaged audiences, • Sponsorship and branded content partnerships aligned to major racing series, events, and Motorsport Network’s global portfolio of brands, • Agency coordination across financial services-specialist shops, holding companies, and media planning teamsFinTech, • Challenger banks, payments platforms, crypto and digital asset brands, trading apps, and personal finance tools targeting the motorsport and performance automotive demographic, • Partnerships designed to reach a tech-forward, high-income audience with strong appetite for financial innovation, • Co-branded content, podcast integrations, and digital campaigns that authentically connect FinTech brands to motorsport culture, • Flexible deal structures suited to high-growth, performance-oriented FinTech marketing models, including CPA-adjacent and outcome-linked partnership frameworks, • Navigation of compliance and regulatory considerations relevant to FinTech advertising in the US and international marketsGaming & Betting, • Sports betting operators, daily fantasy platforms, iGaming brands, and traditional gaming companies with motorsport or automotive audience overlap, • Deep understanding of the regulatory environment governing gambling and betting advertising across US states and international jurisdictions, • Partnership structures that leverage Motorsport Network’s race weekend presence, live data capabilities, and endemic editorial credibility, • Branded content and sponsorship solutions that navigate responsible gambling frameworks while delivering commercially meaningful audience exposure, • Video game publishers, esports organizations, and sim racing platforms with motorsport IP and audience alignmentTechnology, • Consumer and enterprise technology brands, including hardware manufacturers, software platforms, AI companies, and connected device makers. All with audiences that align to the technically sophisticated motorsport fan demographic, • Senior relationships with CMO, VP Marketing, and brand team decision-makers at global technology companies, including those with existing motorsport sponsorship or innovation partnerships, • Integrated campaign development that leverages motorsport’s position as a proving ground for cutting-edge technology from advanced telemetry and AI to EV powertrain innovation and connectivity, • Co-branded content and editorial partnerships that authentically connect technology narratives to motorsport performance, engineering, and the future of mobility, • Agency coordination across technology-specialist media shops, holding companies, and performance marketing teamsKey ResponsibilitiesSector Ownership & Revenue Leadership, • Own and deliver annual revenue targets across all four verticals, with accountability to the Global CCO, • Define the go-to-market strategy for each sector, including priority accounts, deal structures, and pricing frameworks, • Build and maintain a high-quality pipeline with accurate forecasting and senior visibility into deal progressionSenior Client & Agency Relationships, • Serve as the primary executive relationship holder for key brand and agency partners across Financial Services, FinTech, Gaming & Betting, and Technology, • Operate at C-suite and VP level with clients, functioning as a trusted strategic advisor rather than a transactional seller, • Navigate complex agency ecosystems including holding companies, media agencies, and sector-specialist shops, to influence both planning and buying decisionsIntegrated Partnership Development, • Originate, structure, and close multi-platform, multi-year partnerships spanning digital media, branded content, sponsorship, video, social, and experiential, • Work with editorial, creative, and product teams to develop bespoke solutions that deliver measurable client outcomes, • Champion client needs internally, ensuring Motorsport Network’s commercial offerings evolve to meet the demands of these sectorsRegulatory & Compliance Fluency, • Maintain working knowledge of advertising regulations governing financial services and gambling/betting marketing in key markets, including FCA guidelines (UK), SEC/FINRA considerations (US), and state-by-state betting advertising rules, • Ensure all partnership proposals are structured in a manner that can realistically pass client compliance review, avoiding wasted cycles on commercially unviable structures, • Serve as an internal resource for compliance-adjacent questions as Motorsport Network develops deeper capability in these sectorsMarket Intelligence & Strategic Influence, • Maintain deep knowledge of each sector’s competitive dynamics, media investment trends, audience strategies, and marketing priorities, • Translate client and market intelligence into strategic recommendations for leadership on product, content, and commercial positioning, • Represent Motorsport Network at the highest-profile industry events and conferences relevant to your verticals from Cannes Lions and CES to ICE, SBC Summit, and Money20/20Cross-Functional Leadership, • Collaborate with global sales colleagues to ensure sector expertise is shared and leveraged across markets, • Partner with marketing and communications to develop sector-specific thought leadership and case study content, • Contribute to the development of Motorsport Network’s broader commercial strategy alongside the CCO and senior leadership teamWhat We’re Looking ForEssential, • 12+ years of senior commercial experience in media, sponsorship, or marketing partnerships, with direct sector exposure in at least two of: Financial Services, FinTech, Gaming & Betting, or Technology, • A demonstrable network of senior relationships with brand-side marketing decision-makers and agency partners across your sectors, • Proven track record of closing large, complex, multi-year partnership deals (ideally seven-figure) at a media, sports, or entertainment property, • Deep understanding of the digital media and advertising landscape, including programmatic, branded content, video, and integrated sponsorship models, • Working knowledge of the regulatory and compliance considerations that govern advertising in financial services and gambling categories, • The credibility and commercial sophistication to operate as a peer to VP and C-level clients, not just a vendor, • Excellent communication, storytelling, and negotiation skills. You can construct a compelling narrative and hold a roomHighly Valued, • Experience working at or closely with a sports media property, rights holder, or premium publisher with financial services, gaming, or technology clients, • Established relationships within the sports betting or iGaming ecosystem, particularly with brands that have active US market strategies, • Understanding of how technology and FinTech brands approach audience targeting, performance measurement, and partnership ROI differently from traditional advertisers, • Familiarity with how AI, connectivity, and consumer technology brands are increasingly activating through sport and motorsport as a demonstration platform, • Track record of building practices or verticals from scratch, not just inheriting existing books of business, • Comfort operating in a globally distributed, fast-moving, entrepreneurial environment, • Genuine interest in motorsport and the high-performance automotive world and affinity for the culture makes this role significantly more effectiveWhy This Role, Why NowThe motorsport audience is having a moment. Driven by the global explosion of F1’s popularity, the mainstreaming of motorsport culture, and the demographic skew of fans toward high-income, tech-forward, brand-engaged consumers, financial services, gaming, and technology brands are increasingly recognizing motorsport as a tier-one sponsorship and media channel. The budgets are moving, but the commercial infrastructure to capture them at scale has not yet been built. Motorsport’s relationship with technology has never been more visible or more commercially relevant. From AI-powered race strategy and connected car platforms to EV powertrain development and advanced telemetry, the sport is a living showcase for the world’s leading technology companies, and Motorsport Network is the media platform that tells that story to 40 million engaged fans. Motorsport Network is positioned to be the primary beneficiary of this shift, and this role is the vehicle for making that happen. You will have real ownership, meaningful resources, and the backing of a well-capitalized business (GMF Capital) that is investing in growth. You will not be working inside a legacy media bureaucracy. You will be building something and defining how Motorsport Network shows up to four of the most commercially dynamic and fast-growing sectors in global media and entertainment. If you have spent your career at the intersection of sport, media, and financial, gaming, or technology marketing and truly believe the best chapter is still ahead of you — this is that chapter. This is a Hybrid position reporting to our New York City office Compensation: On Target Earnings $250K to $375K - Range includes Base plus variable compensation Powered by JazzHR IeLgjZdxfB

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Job Description The Department of Cardiology at our organization is on the lookout for a dynamic and experienced Fellowship-trained Heart Failure Cardiologist to become a part of our team. This unique academic role will span two distinguished campuses, primarily based at Staten Island University Hospital, with additional opportunities for transplant and LVAD management at North Shore University Hospital in Manhasset. This dual-location position presents an outstanding chance to provide comprehensive heart failure care, addressing a wide range of disease complexities, from outpatient GDMT optimization to advanced surgical interventions such as LVAD implantation and heart transplantation. This is a full-time academic role that offers extensive opportunities in clinical practice, research, and education. The ideal candidate should be board-certified or board-eligible in cardiology, possess advanced training in heart failure and transplantation, and have proven skills in GDMT optimization and complex hemodynamics. Experience in coordinating advanced therapies (LVAD/transplant) within a multidisciplinary heart team, along with a strong dedication to patient-centered care, education, and program development, is essential. To facilitate a smooth transition, you will collaborate with partners who bring a wealth of experience across all cardiology specialties. A genuine sense of camaraderie exists within the team. Additionally, you will benefit from the resources and expertise of the largest health system in the New York Metropolitan area. Our organization is committed to enhancing heart care by providing access to exclusive clinical trials, pioneering innovative treatments, and leading cutting-edge research that transforms patient care. By engaging in research and unique clinical trials, our physicians can offer patients the medical advancements of tomorrow, today. As New York State's largest healthcare provider and private employer, we operate 28 hospitals and over 1,050 outpatient facilities, serving more than thirteen million individuals annually in the New York metro area and Connecticut, supported by generous contributions from our communities. Our workforce includes 104,000 employees, comprising over 22,000 nurses and more than 13,000 credentialed physicians, including members of our Physician Partners. We are dedicated to improving healthcare through breakthroughs in medicine at the Feinstein Institutes for Medical Research and training the next generation of medical professionals at the Donald and Barbara Zucker School of Medicine at Hofstra/Northwell and the Hofstra Northwell School of Nursing and Physician Assistant Studies. We offer a competitive salary and benefits package. Furthermore, an academic appointment with The Zucker School of Medicine at Hofstra/Northwell will be aligned with your credentials and experience. Physicians will be employed as part of Northwell Physician Partners, the fifth largest medical group in the nation. To apply, please submit your CV to the Office of Physician Recruitment. A cover letter should be addressed to: Mitchell Weinberg, MD Chair, Department of Cardiology, Staten Island University Hospital For more information, please visit our webpage.

Client Relationship Manager, Advisor Channel New York, NY (Hybrid: 3-4 days/week in office) Industry Focus: Wealth Management | RIA | Fintech Travel: ~2-3x per month (Please apply via Ethic's website here. Response time will be faster.) The Role We’re looking for a Senior Associate/Lead to join our lean, fast-paced, high-impact Growth team. You’ll play a pivotal role in Ethic’s next phase of growth—driving new relationships, accelerating our sales pipeline, and helping expand our presence across the RIA landscape. This role is perfect for a results-driven, entrepreneurial professional who thrives in dynamic environments and wants to make a real mark in the fintech and wealth management ecosystem. This role will report directly to the General Manager of the Advisor client channel. What you’ll do: As a Senior Associate/Lead on the Growth team at Ethic you will develop and cultivate strong relationships with financial advisors and investment teams at independent RIAs and network-style wealth management firms to partner in delivering Ethic solutions. More specifically you will: • Expand Ethic’s Reach: Increase the volume and quality of new opportunities with our client base through proactive prospecting, creative sourcing, and conference engagement. Proactively surface and develop opportunities with advisors at the firms we work with through a deep understanding of their goals and needs, accelerating the adoption of our offering and securing new, high-value engagements to drive asset and ultimately revenue growth., • Own the Pipeline: through each stage of an opportunity, demonstrate ownership of the sales cycle and workflows to ensure a strong client experience and ultimate outcome., • Drive Organizational Excellence: Oversee and optimize client documentation processes, including agreements, context documentation, and Salesforce, to ensure robust data integrity and enable superior cross-team collaboration. Collaborate with our Client Success, Build, and Investments teams to ensure an exceptional and consistent client experience across all touchpoints, proactively addressing complex client needs and driving client loyalty., • Stay in Motion: Represent Ethic at industry conferences and client events, and bring back actionable insights to refine our approach. Synthesize and action industry learnings and client feedback to critically inform our product and investment roadmaps, and champion internal understanding of evolving market needs., • Exemplify World Class & In Service of Others: reflect our principles in your day to day interactions with colleagues and clients. Who you are: • You identify with our company Principles that define our culture, guide our actions, and allow us to do our best work:, • We are In Service of others - our clients, our colleagues, the company, and the world., • We strive to be World Class - the best at what we do., • You’re a problem solver, able to and interested in learning new things quickly to solve unique and challenging problems., • You are driven, possess a strong work ethic, a bias towards action, and a desire to win as a team., • You can communicate clearly and concisely in a variety of mediums., • You operate with high integrity, doing the right thing when no one is looking., • You take a long-term view towards contributing to a strong team with a culture of feedback., • You’re passionate about positively impacting the future of our planet and humanity. What you’ll bring to the table: • 4–6 years of experience in business development, sales, or relationship management within wealth management, fintech, or asset management., • Wealth Management Industry Knowledge: Strong understanding of the wealth management industry landscape, including how various RIAs are structured and how to strategically position Ethic's solutions for maximum impact and adoption., • Proactivity & Initiative: Demonstrated leadership in anticipating client and market needs, independently driving client initiatives, and consistently seeking out significant value-add opportunities for the firm., • Exceptional Communication (Written and Verbal): The ability to articulate relevant financial concepts with clarity and persuasiveness to investment teams and advisors; highly effective negotiation and presentation skills., • Financial Acumen & Product Knowledge: Strong understanding of direct indexing, portfolio management, and financial markets.., • Interpersonal Skills & Relationship Building: A highly developed aptitude for building and nurturing deep, strategic relationships with key decision-makers and influencers, both externally and internally, fostering long-term partnerships., • Active Listening: Advanced capacity to deeply understand and interpret complex client needs, unspoken concerns, and strategic objectives, leading to proactive and tailored solutions., • Problem-Solving: Strong ability to diagnose complex client and business challenges, collaborate with cross-functional teams to identify root causes, and develop innovative, impactful solutions., • Analytical Skills: Ability to analyze financial data, identify strategic trends, understand client portfolios, and interpret the broader implications of market movements for client strategy., • Salesforce Proficiency: Experience in leveraging Salesforce for strategic client management, pipeline forecasting, and generating actionable insights for business development., • Organizational Skills & Attention to Detail: Exceptional ability to manage multiple high-priority initiatives, and strategically prioritize workload. About Ethic: We at Ethic partner with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing. Our technology enables sophisticated investment solutions through a simple and engaging client experience. We empower advisors and institutions to deliver investments that reflect what matters most to them and their clients. We're backed by investors including Oak HC/FT, Nyca Partners, Fidelity, UBS, Jordan Park Group, and Kapor Capital. We are an SEC Registered Investment Adviser based in New York City. Our team is committed to fostering an environment that brings together diverse voices, perspectives, and lived experiences. We are striving to drive positive outcomes for investors and to contribute to a more sustainable and prosperous future for the world. Compensation & Benefits: Compensation at Ethic is a combination of base salary, equity (stock options) in the company, and benefits. The base salary for this role will range from $110,000-$120,000 per year, commensurate with experience, alongside a competitive variable compensation package. Our benefits package includes; • Medical, dental & vision insurance – premiums 100% covered by Ethic (includes dependents), • 401k with sustainable investment options and a 3.5% employer match, • Unlimited paid time off, • 16-weeks of paid parental leave, • Annual $600 wellness & education stipend, • Annual $1,000 professional development reimbursement, • Sponsored employee resource groups, • Regular lunch & learns and volunteering opportunities, • A fully-stocked office in lower Manhattan Location: New York, NY Submit an application: If you are interested in applying for this role, please submit both a resume and a cover letter below.

Clearnomics is a fintech company building the market insights platform for the financial services industry. Our platform empowers asset and wealth managers to better serve their clients and enhance their marketing efforts. The platform has achieved the highest advisor satisfaction rating in the industry, backed by cutting-edge technology, high-quality insights, and an exceptional service experience. We’re a rapidly growing team of industry experts from across financial services. We are backed by top advisors in fintech and count some of the largest financial services enterprises as customers. We're looking for a talented Enterprise Account Executive to join our dynamic team as we accelerate our growth. The role is full-time and in-person, based in our New York office. Job Overview As our lead Enterprise Account Executive at Clearnomics, you’ll play a pivotal role in driving growth by building and expanding relationships with large wealth management firms as your target market. This is a high-impact sales role for someone with a value-adding mentality—energized by engaging in strategic relationships and motivated to close meaningful, multi-stakeholder deals. You’ll work closely with our leadership team, building and executing on your pipeline, earning trust with decision-makers, and delivering tailored solutions that align with our value proposition. Your ability to navigate complex sales cycles, engage across executive levels, and articulate the value of Clearnomics’ capabilities will be critical in turning opportunities into long-term partnerships. This role offers significant growth for a sales professional. We're looking for candidates that are driven, dedicated, and thrive in a fast-paced environment. What you'll work on: • Build and execute the enterprise sales pipeline, from large wealth managers to asset managers, • Add value across engagements with decision-makers, champions, and users, • Deliver compelling discovery calls, product demos, and tailored proposals, • Collaborate with marketing on segmented outreach campaigns, • Cultivate long-term relationships through in-person meetings, events, and via your network, • Mentor and support the broader sales team by sharing best practices and contributing to overall success We're looking for candidates with: • Over 10 years of experience in sales, including at least 5 years in B2B enterprise sales within financial services, • A strong understanding of the asset and wealth management industry, • Excellent writing and communication skills, with proven ability to explain complex issues and deliver compelling value propositions, • Bachelor's degree in Economics, Finance, or related field. Advanced degree is a plus, • Strong data-driven mindset with ability to analyze and communicate pipeline progress What we offer: • Competitive structure that rewards performance. The salary for this position is $140,000 to $160,000 plus a commission structure that rewards success, • Excellent benefits package. Eligibility to participate in our comprehensive benefits program including medical and dental coverage, • Flexible PTO, • Collaborative and innovative work environment, • Opportunity to have significant impact in a growing company, • Work with cutting-edge technologies This is a full-time, in-house, and on-site position in New York City. We are an equal opportunity employer and value diversity. Individual applicants only. U.S. work authorization is required.

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 D funding round brought our total investment to over $320 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 9 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 380+ 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. Who We're Looking For We're seeking a Lead Product Manager, Accounts to own Alpaca's brokerage accounts product area end-to-end - account models, onboarding and lifecycle, KYC / KYB, sub-accounts and multi-accounts, IRA cross-work, and the APIs and operational workflows our partners rely on. This is a senior product role focused on area ownership and execution, not people management - you'll own the accounts roadmap and personally ship across multiple lanes in parallel, partnering with the other PMs in the accounts area (Account Structures, IRA, tax / cost basis) to raise the standard of work shipped across the swimlane. This role sits at the intersection of regulatory complexity, developer experience, and scale. You'll unify what is today a set of important but fragmented initiatives - so partners get predictable APIs, clear documentation, and reliable delivery - while we expand globally across multiple licensed entities and regional accounts and tax regimes. You're expected to provide early signal on US policy changes (FINRA, FATCA, OFAC, beneficial-ownership / CDD) rather than react after rules formalize. You'll work across many partner, engineering and operational teams, and you'll represent the accounts area in product reviews, partner exec syncs, and leadership-level discussions. Success is measured by partner adoption and production usage of account capabilities - not by ship dates or volume of documentation alone. Things You Get To Do • Own the product vision, roadmap, and success metrics for the entire accounts area - account models, onboarding / lifecycle, KYC / KYB, sub-accounts / multi-accounts, and IRA cross-work., • Personally execute across multiple in-flight lanes in parallel - not just sequencing them from above, but shipping work yourself on the most strategically important ones., • Rationalize how we expose account APIs and internal systems - including where a "single" KYC / KYB surface must flex for different account types, jurisdictions, and partner operating models., • Drive build-vs-buy, partner-vs-direct, and onshore-vs-offshore tradeoffs across the area; re-sequence the roadmap under real constraints (regulator deadlines, partner asks, eng capacity)., • Partner deeply with engineering, broker-dealer operations, compliance, legal, partnerships, success, and sales to prioritize initiatives that balance regulatory risk, operational load, revenue impact, and time-to-market., • Lead discovery with partners and prospects - understand blocking requirements, translate needs into sequenced roadmaps, push back on asks that don't fit the platform, and communicate honest timelines and scope., • Shape pricing and packaging inputs where account products imply different operational handling - working with commercial and operations stakeholders so what we sell matches what we can deliver and support at scale., • Support global expansion of account capabilities as Alpaca grows its regional broker-dealer footprint - including regional account constructs, tax-advantaged or retirement-like products, and jurisdiction-specific rules (US / non-US)., • Define and monitor adoption across accounts - onboarding funnel health, API adoption, time-to-first-funded-account, verification pass rates, partner-reported blockers, operational throughput; willing to sunset or rework features that don't drive adoption rather than calling them done at launch., • Raise the standard of work shipped across the accounts area - mentor peer PMs, set quality bar, unblock adjacent teams. Who You Are (Must-Haves) • 10+ years of experience in Product Management, Engineering, Consulting, or starting a startup, with senior IC ownership in a regulated identity, accounts, or brokerage domain., • Demonstrated end-to-end ownership of an accounts-shaped surface at production scale - at least two of: KYC / identity verification, new account types (entity / joint / custodial / trust), sub-accounts / multi-accounts, IRA / tax-advantaged account structures., • Direct experience navigating US accounts / identity regulatory frameworks - FINRA KYC / AML, FATCA, IRS entity rules, beneficial-ownership / CDD, OFAC screening., • Track record of setting and executing an area-level roadmap across multiple in-flight workstreams in parallel - not just shipping a single product., • Proven ability to operate as a senior product owner who raises the standard around them - mentors peers, sets quality bar, represents the area in cross-functional and leadership forums without holding a manager title., • Exceptional written and verbal communication; ability to run partner-facing conversations, regulator-adjacent forums, and internal leadership updates., • Experience analyzing data using SQL and a relevant BI tool., • Bachelor's degree in computer science, engineering, finance, or equivalent. You'll Thrive In This Role If You Bring • Excitement about growing your impact through scope and influence across the accounts area, rather than through team size., • A track record of owning and shipping multiple workstreams in parallel over the last 2-3 years - not just setting vision and facilitating tradeoffs., • Hands-on regulated-product experience at the shipping and mechanical-chain layer, not just the policy and framework layer., • The senior posture to sequence in-flight accounts work (sub-accounts / multi-accounts, KYC, entity accounts) from day one, without a six-month ramp. Who You Might Be (Nice-to-Haves) • Direct broker-dealer or institutional brokerage experience - Schwab, Fidelity, IBKR, Apex, Drivewealth, or correspondent-clearing equivalents., • Experience standing up KYC / identity programs from scratch, not just iterating on an inherited one., • Familiarity with the B2B2C correspondent / broker-as-a-service model - partners as primary customers, end retail customers downstream., • Direct experience with entity / corporate onboarding, beneficial ownership, or KYB at scale., • Familiarity with US retirement accounts (e.g., IRA ecosystem, rollovers) and/or non-US registered / tax-advantaged account types., • Experience unifying fragmented account or identity stacks behind consistent APIs and data models., • Background in broker-dealer operations (exceptions queues, document review, account maintenance) and automation opportunities., • AI-native PM workflow - recurring use of tools like Cursor, Claude, ChatGPT, NotebookLM, or custom agents in PRD drafting, customer-call synthesis, data exploration, and prototyping.How We Take Care of You:, • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500, • Monthly Stipend: USD $150 per month via a Brex Card Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce. 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As a Strategic Customer Success Manager, you will own and grow relationships across a portfolio of mid-enterprise and large investment and wealth management firms. Are you an experienced customer success professional who thrives on building trusted relationships with sophisticated investment managem

Benefits: • Bonus based on performance, • Company parties, • Competitive salary, • Health insurance, • Paid time off, • Parental leave, • Training & development Join the exceptional team at DEMIAN AND COMPANY, LLC, and discover a fulfilling career as an Accountant - CPA or Candidate Preferred. In-office. Enjoy the perks of a positive work environment, favorable hours, and a supportive team that truly values your contributions. Why Work Here? At DEMIAN AND COMPANY, LLC, we prioritize creating a great atmosphere where you'll thrive alongside our team-oriented co-workers. Say goodbye to the stress of excessive travel, as this position offers an ideal work-life balance and fantastic hours. We believe in cultivating a collaborative environment where everyone works together as a cohesive unit. Responsibilities: As an Accountant - CPA or Candidate Preferred, you'll play a pivotal role in our clients' financial well-being. Your key responsibilities will include: • Updating clients' QuickBooks Online accounts on a monthly basis, ensuring accurate categorization and reconciliation., • Skillfully preparing both business and individual income tax returns, supporting clients in their tax compliance., • Providing cross-staff support, collaborating with colleagues to deliver seamless service and exceptional client experiences. Qualifications: We are seeking candidates with the following qualifications: • Previous experience in accounting or related fields, showcasing your solid foundation in financial management., • A proven track record of 3-5 years in tax preparation, demonstrating your expertise in tax regulations and compliance., • Proficiency in QuickBooks Online is a must, while experience with Proseries is a definite plus., • Familiarity with basic Microsoft Excel functions and general Office 365 skills to ensure efficient work processes., • A detail-oriented mindset and ability to meet deadlines, ensuring accuracy and timely completion of tasks., • Yearly discretionary tax season and Christmas bonuses as a token of our appreciation for your dedication. About DEMIAN AND COMPANY, LLC: DEMIAN AND COMPANY, LLC is a well-established CPA firm located in the vibrant city of Cranford, NJ. Join our close-knit team of professionals who are passionate about delivering exceptional financial services. With our convenient Cranford location, you'll enjoy working in a thriving community with easy access to amenities. Don't miss out on this exciting opportunity to be a valued member of DEMIAN AND COMPANY, LLC. Apply today and take the next step in your accounting career! To learn more about us, visit our company website: http://www.taxprocpa.com Company address: 340 North Avenue East Cranford, NJ 07016 In-office and Hybrid opportunities. Compensation: $85,000.00 per year Demian & Company, LLC is a boutique Certified Public Accounting firm based in Cranford, New Jersey and East Brunswick, New Jersey. Our firm has been providing outstanding professional services to clients for over 14 Years. Our accounting/tax expertise and licensing enables us to serve clients in 49 of the 50 continental United States. Our size is our strength. We build relationships with our clients by understanding their goals and meeting their needs in a timely fashion. This has enabled our client retention rate to be the highest among many CPA & Accounting Firms. Demian & Company, LLC has two locations, one office located in Cranford, NJ and the other in East Brunswick, NJ. Both offices specializes in providing individuals and businesses with a full range of Accounting, Tax Preparation, Estate & Trust Planning, Payroll, Entity Selection & Restructuring, Wealth Management, and Litigation Services. We also offer comprehensive IRS Settlement assistance.

Relationship Manager - HNW Tax & Family Office Services | NYC • 10+ years of diversified high-net-worth tax experience within a CPA firm, multi-family office, single-family office, or comparable UHNW tax environment, • Strong technical expertise reviewing complex individual, gift, trust, partnership, and foundation tax returns, • Experience advising high-net-worth and ultra-high-net-worth clients on tax planning and wealth management-related matters, • Proven ability to interact directly with sophisticated clients and maintain strong long-term relationships, • Ideal opportunity for a Senior Tax Manager, Director, or Principal seeking to remain focused on the HNW tax space while moving away from billable hours and toward a more client-focused, relationship-oriented role with greater work/life balance and broader family office exposure. A well-established $5B+ Multi-Family Office in New York City is seeking an experienced high-net-worth tax professional to support UHNW clients with $25MM–$50MM+ in assets. The role focuses on reviewing complex individual, gift, trust, partnership, and private foundation tax returns, along with providing tax planning and advisory support across estate, trust, philanthropic, and family office structures. This person will serve as a relationship manager for an existing client base, coordinating with senior leadership, external CPA firms, attorneys, investment professionals, and other advisors. It’s a strong fit for someone coming from public accounting who wants to stay close to sophisticated tax work while gaining broader family office and client advisory exposure.

Top global law firm is seeking an experienced Senior Paralegal Specialist in Private Wealth for their NY office. The ideal candidate will have a minimum of 15 years’ experience as a Private Wealth Paralegal. College Degree And/or Paralegal Certificate Required The ideal candidate will have a minimum of 15 years’ experience as a Private Wealth Paralegal. The Senior Paralegal Specialist will be responsible for primarily serving high-wealth, high-profile clients on multi-million dollar trusts & estates and probate matters. The successful candidate will be extremely empathetic and capable of offering the highest level of service to our clients and work well with attorneys, co-workers, clients and their advisors, such as accountants and financial planners. Additionally, the Senior Paralegal Specialist will manage junior paralegals including on-boarding, training, and staffing, and other special projects as the needs arise. Meet with clients, trustees, and family members, and communicate with beneficiaries Prepare estate (706) and gift tax (709) returns, asset spreadsheets, and probate pleadings Prepare documents in connection with probate of wills and/or commencing administration proceedings, including drafting pleadings Prepare allocation of assets to beneficiaries and/or respective sub-trust Prepare required fiduciary accountings for probate estate and trust administration Prepare and transmit all necessary papers to transfer assets, including stock transfer documents, recording of real estate papers, and transferring title to motor vehicles Ability to handle administration of decedent’s assets, problem solve on how to address and administer decedent’s assets re: title issues and other roadblocks Correspond with financial institutions to collect estate assets, work with appraisers for appraisal for real or personal property, obtain financial information from accountants on closely held corporations, partnerships, and sole proprietorships Preparing and filing petitions and ongoing accountings and reports related to guardianship proceedings Draft ancillary estate planning documents Provide training and feedback to paralegals in the New York Private Wealth Group Create and maintain effective working relationships with others to facilitate a positive work environment Maintain confidentiality and client-service standards, draft professional correspondence, and ensure accuracy and consistency across all work product Perform other duties as assigned Minimum 15 years’ of experience as a Private Wealth Paralegal College Degree and/or Paralegal Certificate required Proficiency in Microsoft office, Adobe Acrobat Pro, and document management systems (e.g., iManage) Must be proactive, dependable, extremely organized, and have a strong attention to detail Ability to work concurrently on a variety of matters, managing time and expectations Ability to work both independently and as part of a team Excellent judgment, strong accountability and proactiveness Strong drafting and proofreading skills Comfort with financial statements and an aptitude for organizing complex information and maintaining meticulous records Knowledge and experience of probate and trust administration process for complex taxable estates. Demonstrates independent judgment in selecting appropriate forms and applying procedural rules governing probate and trust administration, including all required filings.

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab’s approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab clients. This offering provides depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client’s sophisticated needs in Tax, Trust, and Estates that among other things that could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs. What you have As a High Net Worth Trust & Estate/Tax Specialist, you will: • Develop and handle strong relationships with Schwab Wealth Advisory team., • Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues., • Uncover unstated needs from the clients to offer additional Schwab services where relevant, • Present to large and small groups to share your expertise and the offering to key partners, • Educate internal partners on your skills and ability to support their clients to drive referrals, • Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change. • Bachelor's degree required, • Previous experience as a Tax, Trust, and Estate attorney strongly preferred, • At least one of the following is required; JD, LLM, CPA, CTFA, AEP, • Active FINRA Series 65 license or equivalent required (may be obtained with a 120-day condition of employment), • Extensive experience advising high net worth clients, • Ability to build strong internal relationships due to working closely with Wealth Advisor within Schwab Wealth Advisory, • Shown experience in discovering unstated needs through diagnostic information gathering, • Excellent presentation skills and demonstrated success in a collaborative environment, • Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills, • Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients, • Travel approximately 10% to 25% In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Diversified investment firm with a large real estate platform. Looking to add a Tax Lawyer on their Advisory team at the Senior Director level in their NYC office. The Role This is a rare in-house pure advisory seat with no compliance, sitting within a lean, high-caliber global tax department and partnering directly with senior deal teams on complex transactions. You will work across acquisitions, dispositions, fund formations, and joint ventures with a heavy emphasis on REIT structuring, real estate partnership taxation, and FIRPTA/inbound cross-border planning. High visibility role with direct exposure to Managing Directors, the CFO, and senior business leadership across the firm. What They Are Looking For • JD required, LLM in Taxation strongly preferred, • 6 to 12 years of real estate tax experience, ideally from a Big Law firm with a strong REIT or real estate tax practice, or Big Law followed by in-house at a REIT or real estate investment platform, • Deep technical expertise in REIT taxation, real estate partnership structuring, and FIRPTA, • Experience with inbound cross-border structuring and foreign investor planning including sovereign wealth funds, • Strong project management skills and the maturity to interface confidently with senior business leadership, • Excellent communicator able to translate complex tax matters clearly for non-tax audiences Why This Role • Pure advisory work with no compliance, • Direct involvement in deal execution, strategy, and follow-through on sophisticated real estate transactions, • Diverse deal flow across asset classes, geographies, and investor profiles, • Join a tight-knit, highly leveraged advisory team at one of the most institutional real estate platforms in the world Interested candidates or referrals please reach out confidentially. All inquiries handled with discretion.

Job Description: Job Title Senior Counsel, Bank Regulatory Legal Corporate Title Director Location New York City or Jacksonville, Fl Overview As Senior Counsel, Bank Regulatory Legal, you will serve as a strategic advisor to Deutsche Bank AG’s (the “Bank’s”) businesses and infrastructure functions on bank regulatory matters arising from the Bank’s Americas and global activities. This role requires a pragmatic, experienced lawyer who can deliver clear, commercially practical advice in a specialized practice area within a large, complex global banking organization. Deutsche Bank is a leading global banking organization headquartered in Frankfurt, Germany, with a substantial and strategically important U.S. presence that includes its New York Branch, Deutsche Bank Trust Company Americas, and Deutsche Bank Securities Inc. The Bank’s U.S. activities are subject to extensive oversight by the Federal Reserve and the New York State Department of Financial Services, among other key regulators The Bank Regulatory Legal team provides strategic legal advice on U.S. bank regulatory matters affecting the Firm’s business activities in the United States and its U.S. intermediate holding company structure. This is an opportunity to join a high-impact legal team supporting the Bank’s Americas platform. What We Offer You • A diverse and inclusive environment that embraces change, innovation, and collaboration, • A hybrid working model, allowing for in-office/work-from-home flexibility, generous vacation, and personal and volunteer days, • Employee Resource Groups support an inclusive workplace and create opportunities to engage with and learn from one another, • Comprehensive benefit plans, including health and wellbeing benefits, retirement savings plans, backup childcare, generous parental leave, and family building benefits, • Educational resources, matching gifts and volunteer programs What You’ll Do • Advise business and infrastructure functions on the permissibility of activities, transactions, investments, new business initiatives, divestitures, reorganizations, and products and services affecting the Americas platform under applicable laws and regulations, including New York Banking Law, the National Bank Act, the Federal Reserve Act, and the Bank Holding Company Act, • Prepare, review, and advise on regulatory applications, notices, and other submissions and communications relating to the Bank’s activities and strategic initiatives, • Advise internal stakeholders on bank regulatory matters, including regulatory developments that affect the Bank’s Americas platform, • Report to the Head of Bank Regulatory Legal and collaborate closely with business line legal teams How You’ll Lead • Advise Legal senior management in the Americas on strategic and tactical responses to regulatory expectations, • Partner with regional business and infrastructure leaders on significant bank regulatory matters, • Support regulatory engagement, examinations, and supervisory matters in coordination with Regulatory Management Group Skills You’ll Need • Extensive experience advising on U.S. bank regulatory law, including the Bank Holding Company Act, the Federal Reserve Act, the Dodd-Frank Act, New York State Banking Law, and the implementing regulations thereunder, including Regulations K, O, W, Y, and YY as well as supervisory expectations, • A proven track record of broad, deep experience engaging with regulatory authorities on applications, notices, resolution plan submissions, supervisory interactions, U.S. bank examinations, and related matters, including enforcement matters, • Experience working with Finance, including Treasury and Risk Management, on bank regulatory legal issues, including strategic internal reorganizations, acquisitions, and legal entity structure and governance requirements, • Experience with, and a strong understanding of, the Investment Banking, Capital Markets, Private Bank, and Wealth Management lines of business, including advising on the permissibility of activities and Regulation W issues, • Knowledge of U.S. regulatory reporting requirements, resolution planning requirements, and capital rules along with strong analytical and organizational skills, sound judgment, clear written and verbal communication skills, and bar admission in good standing Skills That Will Help You Excel • A proactive, forward-looking approach to legal advice, • Ability to develop practical, tactical, and strategic responses grounded in sound commercial judgment, • Strong communication and stakeholder management skills, • Experience in an in-house bank regulatory legal function, a law firm financial institutions regulatory practice, or a bank regulatory agency legal role, • A strong risk awareness and mitigation mindset paired with sound commercial judgment Expectations It is the Bank’s expectation that employees hired into this role will work in New York City or Jacksonville, Florida, in accordance with the Bank’s hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York is $170,000 to $308,000 and in Jacksonville FL is $143,000 to $222,,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a meaningful impact on our colleagues. That’s why we focus on providing benefits and perks that enable our colleagues to live authentically and bring their whole selves to work at every stage of life. We provide physical, emotional, and financial wellness benefits that help our colleagues remain financially secure and maintain balance between work and home. Click _ to learn more. Learn more about life at Deutsche Bank through the perspectives of our current employees: _ The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice, please email HR.Direct@DB.com. #LI-HYBRID We strive for a _ in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view and the following notices: ; ; and .

Job Description THIS ROLE WILL BE ONSITE 5 DAYS PER WEEK IN MIDTOWN MANHATTAN. Small office of a global investment firm seeks an experienced Client Support/Office Manager to join their team. This person will be responsible for : US Client Service (55% of time) · Update APX and client portal for new/closed accounts and contacts · Quarterly invoice review · Executive reporting · Create client presentations (entry level) · Advisory channel support o Enter leads (Stage 0 Opportunities) into Salesforce for Advisory Channel o Check custodian interfaces for advisor channel activity (pull down/save reports) o Advisory sales tracking (pull down/save reports) · Work with sales associates to assist in ongoing CRM maintenance · Validate and track client cash flows NY Office Management (25% of time) · Provide professional front desk presence and premium service · Intraday conference room and pantry maintenance · Process mail and packages · Receive and put out meals for special events as needed · Receive and stock weekly coffee, fruit, dairy product deliveries · Provide weekly inventory of office supplies to Office Management team Private Wealth US (20% of time) · Work with custodians and clients on tax reporting, LOAs, cash requests; countersignatures, filing and secure digital storage. · Print and distribute monthly and quarterly reports via mail and ShareFile · Deposit checks Bachelor's degree and 3+ years of experience as in Client Support and Office Management in a fast-paced setting.

A rapidly growing housing platform is seeking an experienced capital markets leader to spearhead fundraising efforts for a newly formed private placement fund focused on scaling innovative housing solutions across disaster relief, workforce housing, affordable housing, and ADUs. The company operates at the intersection of modern construction, housing affordability, and resilient infrastructure, leveraging a vertically integrated platform spanning manufacturing, installation, leasing, and property management. This is a high-impact leadership role reporting directly to the CEO and serving as the primary interface with the investor community. Responsibilities • Lead the end-to-end capital raise strategy for the private placement fund, from investor sourcing through closing commitments., • Identify, qualify, and cultivate relationships with institutional investors, family offices, wealth managers, and high-net-worth individuals., • Serve as the lead communicator for the company’s investment thesis, translating market opportunity, financial performance, and growth trajectory into compelling investor narratives., • Build and manage a robust investor pipeline using CRM systems while maintaining disciplined outreach and follow-up processes., • Oversee all investor-facing materials, including pitch decks, private placement memoranda, due diligence materials, data rooms, and investor Q&A., • Partner with legal counsel and finance teams to ensure compliance with securities regulations and private placement requirements, including Reg D and accredited investor standards., • Represent the company at conferences, investor meetings, and industry events., • Develop investor communications and reporting processes to strengthen LP relationships and support future fundraising initiatives. Qualifications • 8+ years of experience in capital markets, investor relations, private placements, or fundraising leadership roles., • Proven track record of successfully raising capital for private funds or structured investment vehicles, with verifiable closed commitments., • Deep network across institutional investors, family offices, RIAs, and accredited investors., • Exceptional communication and storytelling abilities with experience presenting complex investment opportunities to sophisticated investors., • Strong understanding of Reg D private placements, investor accreditation requirements, and securities compliance obligations., • Entrepreneurial mindset with the ability to thrive in a fast-paced, high-growth environment., • Strong financial acumen and fluency in fund structures, capital stacks, return profiles, and financial statements., • Experience in housing, real estate, construction, infrastructure, or manufacturing sectors is highly preferred. Why This Opportunity • Direct access to executive leadership and strategic decision-making., • Opportunity to help scale a category-defining platform addressing critical housing shortages., • High visibility role with significant influence on company growth and long-term capital strategy., • Mission-driven business with meaningful real-world impact.

Job Description This role is highly detail-oriented and process-driven, supporting ultra-high-net-worth client structures that may include multiple trusts, entities, real estate holdings, and operating businesses. The paralegal will act as the central hub for document intake, issue spotting, execution coordination, and ongoing document maintenance. The position is ideal for a professional who enjoys deep document work, complex structures, and building organized systems around sophisticated planning. Duties/ Responsibilities: Document Review and Analysis • Review estate planning documents, including:, • Revocable and irrevocable trusts, • Wills and codicils, • Powers of attorney and healthcare directives, • Review entity documents, including:, • LLC operating agreements, • Partnership agreements, • Shareholder agreements, • Review transactional documents, including:, • Purchase agreements, • Loan documents, • Real estate contracts, • Identify key provisions such as:, • Trustee and fiduciary roles, • Distribution standards, • Powers of appointment, • Tax allocation provisions, • Ownership structures, • Summarize documents into standardized internal formats and checklists. Document Management & Organization • Maintain and organize digital and physical document files., • Create and maintain document summaries and tracking logs., • Ensure all planning documents are complete, signed, and properly executed., • Track key deadlines, notices, and administrative requirements. Coordination & Execution Support • Coordinate with:, • Outside attorneys, • Advisors, • Trustees, • Custodians Required Skills/ Abilities: • Bachelor’s degree required., • Paralegal certificate preferred., • 3–7 years of experience in:, • Estate planning, • Trust and estate administration, • Corporate or transactional law, • Family office or wealth management environment, • Strong document review and issue-spotting ability., • Experience with estate and entity documents., • Proficiency in:, • Microsoft Office (Word, Excel, PowerPoint, Outlook), • Document management systems, • Experience with trust or estate planning software a plus.

Role: Technical Designer Location: New York City (Central) Role Summary: We are seeking an experienced Technical Designer to join our team based in New York City, USA. The ideal candidate will possess a wealth of knowledge in garment production, testing and quality control. Key Responsibilities: • Responsible for all technical aspects of garment production to ensure high quality and functional products., • Responsible for the following KPI’s – reduced defect rate, increased first time pass rate, production efficiency, compliance rate and reduced returns rate., • Management of the end-to-end QC process. Inclusive of fabric testing, audits and the management of safety standards., • Delivering continuous creative solutions to support long term compliance with manufactures., • Effectively liaising with manufactures ensuring cohesive process control throughout production., • Manage and conducting in-house fit sessions whilst taking steps to proactively prevent technical issues, • Management of sampling processes ensuring accuracy, speed and compliance., • Liaising with the Designers, Buyers and Suppliers to offer technical guidance on new product development and garment construction., • Management of grading and tolerance rules., • Implement solutions from analysing returns and faults to reduce. Requirements: • A minimum of 3-4 years’ experience in a similar role (including multi-product experience), • Exceptional understanding of garment construction, quality control and fabric technology/testing, • Experience of working directly with manufactures, • A positive attitude towards challenges and implement solutions, • Strong time-management skills; able to prioritise tasks & be flexible, • Clear concise communication is a must both written and verbally, • Confident using Outlook and Excel

Company Description Madison Avenue Couture is the premier U.S. reseller of Hermès handbags, offering a curated collection of rare and iconic pieces known for their authenticity, exclusivity, and unmatched quality. Established in 2010, the company is dedicated to empowering individuals to express themselves through luxury fashion and timeless elegance. With private showrooms in New York and Palm Beach and a global e-commerce presence, Madison Avenue Couture connects collectors and connoisseurs worldwide with the world’s most coveted handbags. Each handbag represents a rich heritage of craftsmanship and serves as a testament to enduring style and individuality. Role Overview The Director of Business Development is responsible for creating strategic partnerships, driving client acquisition, and executing high-touch luxury events that deepen relationships with existing clients while attracting new private clients to Madison Avenue Couture. This role blends relationship-driven business development with best-in-class event planning and execution. The ideal candidate is commercially minded, highly organized, polished, and deeply connected to luxury, fashion, philanthropy, hospitality, and social communities. The Director of Business Development serves as a brand ambassador for Madison Avenue Couture, building meaningful partnerships that drive awareness, conversion, and long-term client engagement. This position reports to the Chief Executive Officer. Core Responsibilities Business Development & Partnership Growth • Identify, cultivate, and manage strategic partnerships with luxury brands, hotels, clubs, designers, charities, concierge services, stylists, wealth advisors, real estate brokers, and hospitality groups., • Develop local relationship networks that create consistent introductions to ultra-high-net-worth clients., • Build referral partnerships with aligned luxury service providers., • Create business development opportunities tied to local markets, seasonal demand, and social calendars., • Maintain an active pipeline of prospective partnerships and track conversion opportunities., • Represent Madison Avenue Couture at industry events, private gatherings, and luxury networking opportunities., • Collaborate with Private Client Advisors and Client Concierge teams to generate new buying and consigning opportunities. Event Strategy & Execution • Develop and execute a year-round calendar of luxury events, activations, trunk shows, dinners, philanthropic partnerships, showroom events, and private client experiences., • Conceptualize events that support revenue generation, client retention, and brand positioning., • Source and manage venues, caterers, florists, photographers, entertainment, gifting partners, and production vendors., • Oversee event budgets, contracts, timelines, logistics, guest lists, and vendor coordination., • Partner with marketing to create invitations, event assets, social amplification, and post-event recap materials., • Coordinate VIP guest experience before, during, and after each event., • Manage RSVP tracking, seating arrangements, and guest communications., • Ensure all events reflect Madison Avenue Couture’s luxury positioning and elevated client experience. Client Engagement & Revenue Support • Partner closely with Private Client Advisors to ensure events produce measurable business outcomes., • Introduce clients to the showroom, buying, consigning, and sourcing services., • Identify opportunities to convert event attendees into long-term clients., • Follow up post-event to drive appointments, consignments, and purchases., • Track business generated from events and partnerships. Cross-Functional Collaboration • Work closely with marketing, merchandising, showroom teams, and client advisors., • Coordinate with external PR, media, and brand partners., • Maintain an organized event calendar aligned with business priorities., • Support brand storytelling and positioning through experiential activations. Qualifications • 8+ years of experience in luxury events, partnerships, business development, hospitality, fashion, or high-end client services., • Strong existing network in luxury, social, hospitality, or philanthropic communities preferred., • Proven ability to execute premium events with strong attention to detail., • Commercial mindset with ability to tie events to revenue outcomes., • Exceptional organizational, project management, and multitasking skills., • Strong interpersonal presence with polished written and verbal communication., • Comfortable working evenings, weekends, and attending events as required., • Experience with CRM tools, event platforms, and budget tracking., • Strong understanding of luxury clientele and relationship-based selling. Compensation & Benefits • Base salary: $110,000-$145,000 DOE, • Bonus potential: 25%-35%., • Health, dental, and vision insurance., • Three weeks paid vacation., • Five paid sick days., • Paid holidays, • Matching 401(k) program.

If you are the person who takes on any task, figures it out, and delivers, you are the right kind of person for this role on the Dansker Capital Group management team. We believe that sales or recruiting experience would be helpful in doing this job, however if you are the type of outgoing, engaging person that other people gravitate to, you can probably overcome the lack of a pre-existing sales skillset. This role will involve significant travel responsibilities. Job Responsibilities: Leadership and Team Management • Recruit, train and co-manage a national team of commercial mortgage brokers, • Set performance targets and provide coaching, support and mentorship, • Conduct regular performance reviews and develop strategies for team improvement Sales and Business Development • Teach existing sales strategies to drive loan originations, • Build and maintain relationships with external stakeholders (clients, lenders, etc.) Oversight, Reporting and Analytics • Teach new brokers to collaborate with underwriting and processing teams, • Generate regular reports on pipeline activity, deal flow and revenue forecasts Candidate Qualifications: • At least 2 years of experience in an office setting, • Self-motivated individual with a strong work ethic and self-discipline, • Excellent communication, negotiation and interpersonal skills, • Bachelor’s degree Who We Are: We are a growing national commercial mortgage brokerage company based in New York City and with offices in Massachusetts, Connecticut, New Jersey, South Carolina, Florida and Israel. We believe in three core values: integrity, hard work, and collaboration. We are committed to working as a team in a collaborative environment to deliver superior service and quality for our clients. We work hard by always having a “whatever it takes” attitude and doing our best to make sure every deal closes on time and as promised. We interact with each other, our lenders, and our clients in an honest and straight-forward way at all times. We are focused on finding creative, cost-efficient financing solutions for our clients in the middle-market commercial mortgage space. Our broad expertise and wealth of experience enable us to add value to transactions ranging from conventional, stabilized refinancing transactions to fast-closing bridge transactions. Our primary geographic concentration is on the East Coast. Our work, however, has taken us from Los Angeles to Charleston and from Minneapolis to Houston. Our successful closings also span a wide range of product types and have included multifamily, office, multi-tenant retail, single-tenant retail, construction, major rehabilitation, land, medical, storage, industrial, distribution, and hospitality assets. Lending relationships across the product spectrum have enabled us to be successful on such a diversity of assignments. The way in which we differentiate ourselves is by conducting honest and thoughtful analysis at the start of a relationship. We present terms that we believe we can deliver and we take on assignments that we believe we can close. We believe that honesty is always the best policy.

Job Description SVP/Head of Wealth Planning Summary Working in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with internal partners to deliver a clear and comprehensive analysis of our clients' financial situation. The senior wealth planner will also be responsible for reviewing financial plans created by junior team members. Extensive experience with eMoney financial planning software is essential as eMoney is the primary tool utilized in client presentations. The senior wealth planner will be the primary point of contact with eMoney representatives on behalf of all eMoney users at the firm. Key Responsibilities • Constructing and formulating client wealth planning analyses focusing on retirement cash flow, asset allocation, wealth simulation analysis, income tax, estate and risk management strategies utilizing eMoney software, • Leading wealth planning discussions and presenting wealth planning recommendations and observations in client meetings, • Supporting advisor teams and portfolio managers by providing subject matter expertise on all matters regarding personal finance, • Conducting eMoney training sessions expanding overall usage of eMoney planning software, • Participating on the firm's committee discussing industry best practices and firm level processes Qualifications and Experience • 15+ years of experience working directly with clients in a financial planning capacity, • Proven track record of consistently meeting or exceeding predetermined key objectives, • Strong executive presence, active listening, client preparedness, and presentation skills, • Experience managing and training team members, • Deep knowledge of financial planning, insurance, retirement savings vehicles, • Expert proficiency in eMoney software, • CFP designation required

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: • CFP® designation or CFA® designation, • Bachelor’s degree, • Active and valid FINRA Series 7 license, • May be obtained with a 120-day condition of employment, • Active and valid FINRA Series 66 license required, • May be obtained with a 120-day condition of employment, • Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients. Preferred Qualifications: • Five or more years working directly with clients in the financial services industry highly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Job Description Title of Position: Youth & Young Adult Income Specialist FLSA Status: Non-Exempt/Part Time Department: Income Building Reports to: Income Building Manager Salary: $27.22 Purpose of the Opportunity: The Youth and Young Adult Income Specialist (YA IBS) is responsible for providing support to youth and young adults between the ages of 14-21 years old, seeking guidance in career development, job training, educational opportunities, and wealth creation. Responsibilities: Client Engagement: • Actively engage youth and young adults through outreach, education, and providing job readiness and job placement advocacy., • Ensure youth participation in workshops, training programs, and employment events., • Conduct weekly meetings with current clients and maintain documentation of all services provided. External and Internal Partnership Development: • Research employer resources for youth including Summer Youth Employment Programs (SYEP)., • Attend shelter meetings, agency-wide meetings, and staff training (on site and off site) as directed by the manager., • Work closely with all relevant departments to assist and incorporate best practices for the engagement and support of the youth and young adults in Win’s transitional housing program., • Develop employment and internship opportunities by establishing community relationships. Documentation: • Maintain current and accurate client data in the WIN Impact Network and DHS CARES. Workshops/Events: • Organize career development events including college information sessions and organize client participation in college fairs and tours., • Develop and coordinate employment readiness and resume writing workshops., • Escort youth to job fairs, career events, educational opportunities, and on field trips as needed., • Commit to using evidence-based practices (EBP), Motivational Interviewing (MI), Trauma Informed Care (TIC), family-centered case management, and boundary setting., • Must work evenings, Saturdays on occasion, and holidays as scheduled., • Perform other related job duties as assigned. Essential Functions: • Must be able to ascend/descend stairs in the assigned building., • Must be able to escort clients to appointments and events using public transportation. Qualifications: • Commitment to Win’s mission, vision, and values., • AA/BA/BS required plus two (2) years of successful practical experience in job placement and career coaching., • Previous experience working in a social services setting focusing on with homeless teens and young adults a plus., • Demonstrated ability to partner with potential employers and individuals to develop appropriate services to youth and young adults., • Excellent written and verbal communication skills., • Knowledge of Microsoft Office Applications and Outlook required., • Bilingual- English/Spanish a plus but not required. Core Competencies: • Leadership: Sets an example by following Win policies and procedures. Acts with a high degree of professionalism and has a good work ethic., • Facilitating Change: Delivers high quality results consistently., • Managing Performance: Interacts respectfully with clients and co-workers., • Applying and Developing Expertise: Works with the manager to develop and meet challenging but achievable goals. Understands consequences., • Communicating and Collaborating: Values the full spectrum of diversity and inclusion. Keeps the supervisor informed about progress and problems; avoids surprises. WIN’S DIVERSITY, EQUITY & INCLUSION HIRING COMMITMENT Our most effective service to our community comes from a diverse mix of minds, backgrounds and experience. As a result, we are committed to cultivating an inclusive work environment. Win actively seeks a diverse applicant pool and encourages candidates of all backgrounds to apply. We provide equal opportunities to all employees and applicants for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, genetic disposition, neurodiversity, disability, veteran status or any other protected category under federal, state and local law. #IND #ZR

Job DescriptionWealth Advisor Our client is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. As part of clients’ inner circle, the Wealth Advisor intimately understands each client’s values, lifestyle and philanthropic goals. They connect clients to the firm’s vast planning and investing expertise, in a way that is customized, enabling them to make better, more informed wealth decisions. In doing so, the Wealth Advisor enhances clients’ financial well-being while standing out among a crowded field. What We’re Looking For:What makes THIS role and advisor opportunity unique? Their backgrounds are as varied as our clients. Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. With diverse backgrounds, perspectives and broad networks, the most effective Advisors embody the following characteristics: • Entrepreneurial Spirit, • Intellectual Curiosity, • High Emotional Quotient ("EQ"), • Determination and Relentless Drive for Success, • Spirit of Generosity in Working With and Within Their Community, • Excellent Interpersonal and Communication Skills, • Structure and Discipline ...and the following qualifications: • An existing network that can be continuously cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants and business advisors, • Comfortable interacting with individuals of significant wealth, • Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Trustworthiness and personal integrity that is beyond reproach, • A passion for investing and for people Who We Are:Our client advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. Specializing in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs.The firm is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. What We Stand For: TRUSTWORTHINESS—We are accountable. Integrity, transparency and reliability are core to our business model. INNOVATION—We’re always working for you, looking for new opportunities. Our high-conviction approach aims to deliver investment clarity and better outcomes. TEAMWORK—We succeed together. An uncommonly collaborative culture helps us deliver exceptional personalized service. EQUITY—We are committed to building a culture of diverse perspectives – one where all employees feel valued and are treated fairly. COMMUNITY—We open doors. Leveraging our connections and mission aligned resources to build communities of likeminded individuals. RESPONSIBILITY–We are responsible citizens. We empower our people to make a positive impact for our clients, society, and the world around us. Our Market-Leading Training Program:The firm’s culture is deeply rooted in lifelong learning, innovation, inclusion and never settling for the status quo. Because our hiring profile is unique among our industry peers, we strive to recruit top decile professionals and provide them with the best-in-class training. Every Advisor completes our immersive 13-week training program, which is designed to cover critical areas and provide the knowledge and skills necessary for a foundation of exponential success. The program is facilitated by the brightest minds at the firm including portfolio managers, wealth strategists, top senior Advisors and senior management. Training doesn’t stop there. We support our advisors with continuing education and ongoing professional development throughout their careers. Base Salary Range: $115,000 to $180,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation,which may include, depending on eligibility, benefits, commissions, year-end incentive compensation, and other incentives.

Job DescriptionAbout NYLAG: Founded in 1990, NYLAG is a leading civil legal services organization combatting economic, racial, and social injustice by advocating for people experiencing poverty or in crisis. Our services include comprehensive, free civil legal services, financial empowerment, impact litigation, policy advocacy, and community partnerships. NYLAG exists because wealth should not determine who has access to justice. We aim to disrupt systemic racism by serving individuals and families whose legal and financial crises are often rooted in racial inequality. NYLAG goes to where the need is, providing services in more than 150 community sites (e.g. courts, hospitals, libraries) and on our Mobile Legal Help Center. During COVID-19, most of our services were virtual to keep our community safe. NYLAG’s staff of over 400 impacted the lives of nearly 129,000 people last year. Job description: NYLAG seeks a highly motivated, full‐time, permanent paralegal / intake specialist to serve as the point person for all referrals, both external and internal, coming into the Immigrant Protection Unit (IPU). Under the supervision of a Supervising Attorney and Supervising Paralegal, the intake specialist will field referrals from other units and partners; conduct comprehensive intakes for clients; contact individuals who are eligible for assistance; make appointments; gather documents; support preparation of affirmative applications for immigration status and relief; track and collect data. Applicants must be prepared to learn about IPU’s grants and eligible provision of services, handle a high volume of correspondence, and interact with clients and partners in a trauma-informed and professional manner. Duties and Responsibilities: • Field referrals from external partners and other internal units at NYLAG for immigration-related matters;, • Maintain unit’s intake hotline and email inbox, and assist with clearing and returning calls and emails received;, • Prioritize referrals, organize and conduct weekly triage meetings with IPU’s supervisory team for case discussion and assignment;, • Conduct pre-screening of clients for basic eligibility requirements, track contacts made, follow-up and collect documents;, • Screen clients for eligibility for immigration relief and complete necessary data entry for referrals;, • Assist clients to obtain the documents necessary to apply for relief, fill out appropriate forms to be submitted to USCIS and other agencies, and follow up with clients via phone, mail and email;, • Coordinate consultation days, making appointments for clients and managing clinic and staff schedules;, • Attend pro bono, internal and community clinics under the supervision of an attorney and ensure client attendance;, • Manage data entry in internal and external data management systems and assist with generating reports;, • Provide internal referrals for financial counseling and other wraparound services, and external referrals to partner organizations;, • Maintain regular contact with partner organizations;, • Any other job duties as required. Qualifications: • Bachelor’s Degree required, • Fluency in Spanish is required, • 1-2 years of immigration experience preferred, but not required, • Ability to work collaboratively, communicate effectively, manage multiple tasks and creatively problem solve, • Experience working with immigrant communities of color, including LGBTQIA+, youth, and survivors of violence, • Excellent written, oral and analytical skills, • Excellent time and project management skills, • Commitment to social justice and anti-racism NYLAG’s Commitment to Diversity and Inclusion NYLAG is proud to be an equal opportunity employer. People of color, women, people with disabilities, immigrants, veterans, lesbian, gay, bisexual, transgender and queer people, and those with lived experiences in the communities we serve are strongly encouraged to apply. Employment type: ☒ Full-time Professional Level: ☒ Entry Level Salary Range: NYLAG is a unionized workplace, and salaries are set pursuant to a collective bargaining agreement. The current salary range for this position is between $65,500—$69,992, increasing to between $67,793 and $72,442effective July 1, 2026. Benefits: Medical, dental, vision, 401k, life insurance, long term disability, commuter benefits, flexible spending accounts (FSA) for Medical and Dependent care. Application Instructions: Please save resume and cover letter on one pdf. NYLAG is committed to a hybrid work policy for staff whose work does not require their full-time presence in the office. NYLAG’s current policy is that most staff are required to work in NYLAG’s offices or do other in-person work at least two days each week. This policy is subject to change. Powered by JazzHR dj5VbJQuET

Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. This role is designed for growth oriented professionals who lead with advice to acquire and deepen relationships through meaningful discovery and translate customer goals into comprehensive financial strategies. You will own and actively grow a defined book of business, leveraging goals based planning, and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. In addition, you'll help customers with everyday banking needs-opening accounts, handling service requests, and ensuring a seamless experience making it easier for them to manage their banking with confidence. Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo rewards behaviors that consistently create long term customer value and support customers in making informed financial decisions. You'll be supported with digital tools, industry leading training, ongoing coaching, and backed by one of the most recognized brands in banking. This role offers a clear platform for career growth for experienced professionals who excel at building trust, managing a portfolio, and delivering holistic, multi product solutions. In this role you will: • Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments, • Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments, • Serve as the primary financial partner delivering comprehensive, multi-product guidance and ongoing reviews across life stages and evolving financial needs, • Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes, • Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency, • Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs, • Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes, • The Senior Branch Premier Banker LP (license pending) role is a temporary position until employee has successfully completed licensing requirements and SAFE registration. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role. Employees hired into the Senior Branch Premier Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program.Required Qualifications:, • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 3+ years of experience building and maintaining effective relationships with customers and partners, • 3+ years of experience recommending products and servicesDesired Qualifications:, • Experience recommending financial products and translating customer goals into clear, actionable recommendations, • Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experience, • Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments, • Experience coaching or supporting peers to strengthen team performance and customer impact, • Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others, • Financial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments, • 3+ years of experience in a licensed financial services position, • Successfully completed Financial Industry Regulatory Authority (FINRA)Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration, • State Insurance license(s)Job Expectations:, • Ability to work a schedule that will include most Saturdays, • This role requires FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe. For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required., • For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. Requirements may change based on current state regulations., • Obtaining and maintaining required FINRA licenses is necessary for continued employment. This role also requires meeting enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA review process once an offer is accepted., • SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date.Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply., • This position is not eligible for Visa sponsorshipPay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $37.00 - $65.50 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. • Health benefits, • 401(k) Plan, • Paid time off, • Disability benefits, • Life insurance, critical illness insurance, and accident insurance, • Parental leave, • Critical caregiving leave, • Discounts and savings, • Commuter benefits, • Tuition reimbursement, • Scholarships for dependent children, • Adoption reimbursementPosting End Date: 10 Jun 2026 • Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success