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Job Description REGISTERED FINANCIAL REPRESENTATIVES / FINANCIAL ADVISORS – Tri-State Area (NY/NJ) Applicants must hold active FINRA licenses (SIE, Series 7, and Series 66 or 63/65). NJ, NYC, AREAS We are looking for registered financial representatives with a book of business who want to come to a firm who can offer very warm leads on a consistent basis. The higher the production the better, but we would take someone with 3 years experience and a book of over $200,000. For someone we really like and with a larger book we would consider a recruiting bonus in the form of a forgivable loan, and again, we could help them grow their book through leads from our tax clients. We have an attractive benefits package and our ability to help grow a reps business through consistent warm leads is something that separates us from other firms.: DOE (Depending on Experience) — LUCRATIVE PACKAGES TO BE DISCUSSED DIRECTLY WITH THE EMPLOYER. Book of business brings top $$, financial support, compensation etc. Our client, a nationally recognized private wealth and investment management firm, is expanding nationwide and seeking experienced Registered Financial Representatives / Financial Advisors to join its growing team. This leading organization provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations, and endowments. Services include fee-based asset management and advisory, as well as securities and insurance products, including fixed annuities (excluding variable products). This is an exceptional opportunity to join a prestigious national brand with a solid client base, excellent compensation, and strong growth potential within a supportive, team-oriented environment. What sets this firm apart is its ability to help advisors grow their business through consistent warm leads generated from its extensive tax client base, providing a unique platform for sustainable success. The company also offers an attractive benefits package, competitive compensation, and—depending on experience and book size—a potential recruiting bonus in the form of a forgivable loan. Qualifications • Bachelor’s degree in Finance or equivalent combination of education and experience (highly preferred)., • Active registration: SIE, Series 7, and Series 66 (or Series 63/65)., • Minimum of three years of related brokerage or financial advisory experience., • Existing book of business of at least $200,000 or more, with demonstrated production and client growth., • Proven track record of client development, relationship management, and revenue generation., • Proficient in MS Word, Excel, and PowerPoint., • Strong attention to detail, organizational ability, and multi-tasking skills., • Excellent verbal and written communication skills. Key Responsibilities • Develop and maintain long-term client relationships through personalized financial planning and investment advisory services., • Manage and grow an existing book of business while developing new opportunities from firm-provided warm leads., • Provide tailored investment advice aligned with each client’s goals and financial profile., • Stay current on market trends, product knowledge, and compliance regulations., • Collaborate with tax and wealth management divisions to deliver comprehensive financial solutions., • Ensure adherence to FINRA and firm compliance policies., • Maintain accurate client documentation and reporting.

Job Description Join our growing AWM Managed Services (AWMS) practice, providing outsourced fund finance and accounting solutions to clients in the asset and wealth management industry. We are hiring at the Senior Associate and Manager levels to lead the delivery of recurring accounting and reporting services across multiple client engagements. This role offers the opportunity to leverage your accounting expertise and contribute to financial statement preparation, NAV oversight (the review and monitoring of a fund’s net asset value), and regulatory reporting. We're looking for a strong background supporting clients in a managed service, shared services, or outsourced accounting/Finance environment that have a great understanding of the end-to-end accounting processes; the month end close of the book functionality, AP Cycles, AR and just a couple of processes to name a few. The regulatory reporting engagements are primarily private funds. • Bachelors degree in Accounting or Finance, • 3+ years of client focused accounting experience in a managed service, shared service, or advisory/outsourced accounting environment, • Strong understanding of the end-to-end accounting process, AP/AR cycles, and managing month end close processes for a client, • CPA preferred, not required., • Experience in the asset and wealth management industry., • Experience with regulatory reporting Key Responsibilities • Oversee the delivery of accounting and reporting services across multiple client engagements, ensuring accuracy, timeliness, and compliance with GAAP and contractual SLAs., • Review and approve recurring journal entries, reconciliations, and financial statements prepared by delivery teams., • Manage and monitor client deliverables, ensuring service quality and adherence to performance metrics., • Lead onboarding and transition of new client processes into the managed services environment, ensuring smooth knowledge transfer and process setup., • Develop, implement, and maintain standard operating procedures (SOPs) for consistent and efficient service delivery across clients., • Supervise, coach, and develop delivery team members; provide feedback and identify training needs to support continuous improvement., • Coordinate with internal teams (operations, technology, and quality assurance) to resolve client issues and ensure process continuity., • Prepare or review client reporting packages, management reports, and variance analyses; ensure that all outputs meet client and internal expectations., • Drive process improvement initiatives focused on automation, cycle time reduction, and error minimization., • Support client communications, participate in status meetings, and proactively manage expectations and escalations.

Job DescriptionSupport and Develop client base using the next generation of wealth platform products for an innovative wealth-tech firm Responsibilities: • Lead one or more advisor portal squads through the ideation, technical development, and launch of innovative products, • Manage one or more full stack squads of developers/engineers, product designers and testers as a product owner, and will have opportunity to build and lead a team of product managers and associate product managers, • Function as the internal owner for product functionality by driving alignment between the offering and client needs, • Drive product development and lead the agile scrum ceremonies as a Product Owner for one or more squads, • Integrate user testing, usability studies, research, and market analysis into product requirements to enhance user satisfaction, • Define and analyze metrics that inform the success of products; collate and report them to the product management leadership, • Create detailed product documentation and ensure documentation stays current as product evolves Requirements: • Experience building consensus and delivering results within an agile framework across engineering, design, and user research teams, • Subject matter expertise with Fintech, Investment, or Wealth-tech products, preferably advisor or investor platforms, • Thoughtful leader with ability to motivate and develop junior product managers, business analysts and cross functional team members to meet and exceed client expectations, • Strong technical writing skills to facilitate the creation of product documentation, • Served as a super user for wealth management, investment advisory, and/or private banking application, • Proficiency in computer science, finance, and/or engineering gained by advanced (MSc or above) academic and/or equivalent work experience For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job DescriptionThe Opportunity Monstro is hiring a Senior Data Engineer to design and build the pipelines that transform real-world financial information into clean, intelligent, and actionable data. You'll process unstructured, semi-structured, and structured datasets—from tax codes and financial statements to user data and investment records—and turn them into the backbone of Monstro's AI-powered platform. As Monstro's first dedicated Data Engineer, you'll shape the foundation of our data platform at a company where data is the product. You'll build ingestion systems, ETL pipelines, and vector database infrastructure that power retrieval, knowledge graphs, analytics, and applied AI. This role demands technical depth, architectural clarity, and an unwavering focus on quality, security, and scalability. If you're driven by ownership, precision, and the opportunity to architect systems that define the future of financial intelligence, this role is for you. About Monstro Monstro, headquartered in New York City, is an AI-native fintech/banktech platform transforming how people and institutions manage money. Our mission is to democratize access to high-quality financial insight—giving every individual and institution the intelligence, tools, and automation to make better decisions across wealth, tax, legal, and investment. For financial institutions, Monstro serves as the intelligence layer—a unified platform that unlocks real-time insights, automation, and revenue opportunities across their client base. For consumers, we deliver personalized, always-on financial guidance and the ability to take action—all within a seamless, next-generation mobile experience. This B2B2C model drives deeper engagement, higher retention, and scalable growth for institutions, while empowering everyday users to make smarter, more confident financial decisions. Our team brings together leaders from fintech, wealth management, and AI-driven technology companies—combining decades of experience building and scaling platforms that have transformed industries. Responsibilities * Data Ingestion & Processing * Build and own scalable pipelines that parse, normalize, and validate unstructured, semi-structured, and structured data. * Design ingestion systems for documents (PDFs, images, HTML, XML), APIs, and partner feeds with monitoring, retries, and alerting. * Implement automated schema inference, content validation, and lineage tracking for high reliability. * Data Platform Engineering * Stand up and manage object, relational, document, and vector data stores with appropriate indexing and partitioning. • Operate and optimize vector databases (e.g., pgvector, Pinecone, Weaviate) with multiple collections, embeddings, and metadata. Build reusable libraries and ETL components for parsing, enrichment, and embedding generation. * Infrastructure & Reliability • Own end-to-end ETL infrastructure—from ingestion to transformation to serving. Ensure high uptime, observability, and fault tolerance across all pipelines. * Implement data quality checks, range validations, and access controls for sensitive financial data. * Security & Governance * Handle sensitive consumer and institutional data with the highest standards for privacy, compliance, and retention. * Implement robust access controls, auditing, and monitoring for all data systems. * Collaboration & Impact * Partner with AI, Product, and Engineering teams to power features that depend on clean, reliable data. • Establish best practices, document standards, and mentor teammates as the data function scales.Qualifications 5–8+ years of total engineering experience, including 2+ years in a dedicated data engineering role (AI-native or data-intensive startup preferred). * Proven ownership of end-to-end data pipelines—ingestion, transformation, and serving. • Strong proficiency in Python and SQL, with hands-on ETL and document parsing experience (PDF, HTML, JSON, XML). Experience with vector databases (pgvector, Pinecone, Weaviate) and knowledge of embeddings, chunking, and metadata design. • Familiarity with data orchestration tools, APIs, and scheduling frameworks. Deep understanding of schema design, indexing, and performance optimization. • Track record of building secure, compliant systems for sensitive data. Clear written communication, strong collaboration skills, and ownership mindset. Nice-to-Haves * Experience with AWS infrastructure and containerized deployment (Docker, App Runner). • Prior exposure to Model Context Protocol or similar controlled database access patterns. Background in fintech, financial data systems, or AI-driven data enrichment. Why Monstro? * Ownership & Impact: Own the foundation of Monstro's data platform and define how financial data is ingested, transformed, and served. * Data-First Mission: Work where data is the product—powering AI-driven insights that redefine financial decision-making. • High Standards: Build for scale, reliability, and security across global, regulated environments. Collaborative Team: Work with experienced leaders who've scaled successful startups and data-driven platforms.

Job Description The Business Strategy and Innovation Team is looking for an experienced business analyst to serve as the business partner for the firm's Portfolio & Wealth Advisory team, supporting the Chief Operating Officers of Wealth Advisory to drive the success of the team's technology initiatives. This hands-on role involves comprehensive relationship management, complex problem-solving, and delivering valuable business solutions. The ideal candidate will display a proven track record of partnering with business groups, gaining a deep understanding of their processes, identifying ways in which technology can provide business benefit, and ultimately delivering holistic, impactful solutions to meet a variety of business challenges. The individual will function as the main interface between Portfolio & Wealth Advisory stakeholders and technical teams driving and managing the successful execution of key projects. The role requires the ability to mobilize cross-functional teams towards agreed upon goals and will be accountable for reporting progress on their portfolio of initiatives on a continual basis. The right candidate will have a demonstrable history as an effective leader who appreciates teamwork, cross-departmental collaboration, and a positive work atmosphere. We operate in a flexible, problem-solving environment that encourages people to think outside the box when developing processes and tools for the project at hand. The person in this role needs to be a strategic thinker who considers the goals of the group and project when problem solving. The candidate should have excellent problem-solving skills, keen attention to detail, an inquisitive nature, a passion for excellent service, the ability to self-start and be resourceful, and a strong understanding of technology. Key Responsibilities • Strategy and Planning: Demonstrate a deep understanding of firm-wide processes and systems and the ability to gain an understanding of Portfolio & Wealth Advisory business processes, data needs, and system use. Work in close collaboration with the business to comprehend their strategy, processes, services, roadmap, and operational context to provide strategic analysis services., • Requirements Gathering: Analyze business issues, processes, and systems thoroughly to identify areas for optimization. Work with Portfolio & Wealth Advisory leadership and business users to gather requirements, helping them to define needs, challenge assumptions and refine details. Prioritize requirements and produce effective documentation for stakeholders and developers that creates a common understanding of complex issues. Collaborate with IT teams to align business requirements with technical solutions. Lead integration and user acceptance testing, resolving issues pragmatically and promptly, and continually evaluate and adjust approved solutions to achieve desired outcomes., • Project Delivery: Drive and manage the successful execution of key projects. In collaboration with internal Project Manager, create detailed project plans, requirements documentation, necessary training materials, support materials, and develop, execute, and continually improve test plans and processes to ensure successful delivery., • Stakeholder Management: Build productive relationships with key Portfolio & Wealth Advisory business stakeholders, sponsors, technology colleagues, and technology vendors. Effectively communicate complex concepts to diverse stakeholders and manage their expectations regarding project goals and deliverables., • Bachelor's Degree and 5-7 years of Business Analyst experience within the financial sector., • Solid technical background with understanding and/or hands-on experience in software development, SDLC, Agile, and Waterfall project management methodologies., • Experience working directly with external vendors as well as engineering teams and managing software development projects., • Ability to manage ambiguity and break down complex problems into actionable steps., • Excellent internal client-facing communications and ability to listen and solicit feedback from stakeholders., • Excellent written and verbal communications skills; ability to describe detailed problems with brevity and accuracy., • Driven to deliver results on time, on budget, and to the very highest standards., • Ability to deftly manage competing resources and priorities and handle multiple projects concurrently., • Familiarity with alternative investments and experience in the high-net-worth Wealth Management space preferred., • Familiarity with SQL and/or Python for extracting and analyzing data to support business decisions is a plus., • Understanding of data structures, business workflows, and systems integration concepts., • Familiarity with current and emerging standards including Snowflake and data warehouses., • Strong technical skills with exposure to various systems is preferred, such as:, • Governance and project management tools (JIRA), • System Diagram and Workflow tools, • Competitive base salary and incentive compensation., • Company subsidized medical/Rx, dental and vision insurance for employee, partner & dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA), and flexible spending programs for medical and dependent care., • Personalized development and career growth opportunities., • Volunteer opportunities and gift-matching program., • Flexible time off, paid parental leave, and Sabbatical with company tenure. Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $125,000 and $175,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

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

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

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

Job DescriptionManage the team responsible for delivery of core algorithms for a technology-enabled investment platform of an innovative wealth manager Responsibilities: • Manage day to day efforts in delivering investment algorithms and research generated data., • Recruit and mentor Quantitative Development team members., • Work closely with various stakeholders and technology resources., • Lead agile development practices and maintain Jira backlog., • Provide hands-on end-to-end development, testing, and maintenance of quantitative code base., • Perform code reviews to ensure quality meets highest level of standards., • Develop software using high quality standards and best practices, ensure thorough end-to-end unit testing, and provide support during testing and post go-live., • Collaborate with product management and technology teams to ensure appropriate requirements, standards, and integration., • Participate in building and/or defining Research Data & Quant Compute platforms., • Investigate datasets for use in new or existing algorithms. Requirements: • Knowledge of wealth management products, tools, and strategies including ETFs, Mutual Funds, Investment Funds, REITs, • Current/Recent experience leading a quantitative development team, • Proficiency in computer science, computational mathematics, or financial engineering gained by advanced (MSc or above) academic and/or equivalent work experience, • Excellent mathematical foundation and hands-on experience working in the finance industry., • Strong communication (written and oral) and analytical problem-solving skills., • Strong sense of attention to detail, pride in delivering high quality work and willingness to learn., • Proficient in Python, Git, Jira, and SQL and database development (PostgreSQL is a plus)., • Knowledge of databases and quantitative, statistical, and ML/AI techniques and their implementation using Python modules such as Pandas, NumPy, SciPy, SciKit-Learn, Git, Jira, and SQL, • Experience delivering products using commercial optimizers (Gurobi, CPLEX) is a plus. For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job 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. NYLAG’s staff of 350 impacted the lives of nearly 129,000 people last year. Job description: NYLAG seeks a highly motivated, full‐time paralegal to support our work under the Rapid Response Legal Collaborative (RRLC). This project provides advice and both pro se and represented assistance to New York residents who are detained In the custody of Immigration and Customs Enforcement (ICE) or who are at risk of detention and removal. Under the supervision of an attorney, the RRLC paralegal will contact individuals who are eligible for assistance; field referrals from partners; make appointments; support preparation of evidence and testimony for legal assistance; track and collect data; and file affirmative applications. Applicants must be prepared to handle a high volume of correspondence and cases, and interact with clients in a trauma-informed and professional manner. Duties and Responsibilities: • Conduct pre-screening of clients for basic eligibility requirements, track contacts made, and collect documents;, • Screen clients for eligibility for immigration relief and relay advice from attorneys., • Assist clients to obtain the documents necessary to apply for relief, fill out appropriate forms, and follow up with clients via phone, mail and email;, • Support legal research and draft legal documents under attorney supervision., • Interview clients and witnesses, as appropriate, and assist in preparing forms, affidavits, and other supporting documents to be submitted to USCIS or the Immigration Court., • Manage data entry in internal and external data management systems and assist with generating reports;, • Assist unit attorneys and case handlers with document translation and verbal interpretation;, • Assist unit attorneys in evidence preparation;, • Provide internal referrals for financial counseling and other wraparound services, and external referrals to partner organizations;, • Maintain regular contact with RRLC partners;, • Bachelor’s Degree required, • Fluency in Spanish is required, • 1-2 years of immigration experience strongly 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 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--$68,770. 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. Covid Vaccination Policy: Please note, to safeguard the health and well-being of our employees and clients, NYLAG requires all employees to be fully vaccinated for COVID-19, unless a medical or religious exemption is approved. 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 0ytjHsRhCH

Job DescriptionSalary: Base Salary -USD $160,000 to $220,000 Brookwood are seeking aTax Senior Managerwith a specialty infiduciary taxationand estate planning to service high-net-worth individuals and families. This role involves managing a team of professionals, providing strategic guidance to clients, ensuring compliance with tax laws and regulations, collaborating with the clients other financial advisors, and fostering strong client relationships. The Senior Manager plays a key role in overseeing complex tax situations, handling planning & compliance, developing and implementing complex estate planning strategies to help clients preserve and transfer wealth efficiently. RESPONSIBILITIES: • Serve as the primary point of contact for clients, addressing their concerns and inquiries while overseeing tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns., • Build and maintain strong relationships with high-net-worth clients and their families., • Understand clients' financial goals, objectives, and family dynamics., • Provide expert advice on trust and estate planning strategies tailored to individual client needs., • Provide guidance, training, and support to team members., • Review complex trust and estate planning documents prepared by attorneys to ensure consistency with familys goals., • Develop and implement sophisticated trust and estate planning strategies to minimize tax liabilities and achieve clients' objectives., • Collaborate with legal professionals to construct and review trust agreements, wills, and other estate planning documents., • Assist clients in transferring wealth to future generations efficiently and in accordance with their wishes., • Provide guidance on gifting strategies, charitable giving, and philanthropic endeavors., • Stay updated on changes in tax laws and advise clients on tax-efficient strategies., • Work closely with legal professionals, financial advisors, and investment managers to coordinate comprehensive wealth management services for clients., • Collaborate with other departments within the organization to provide integrated solutions to clients' financial needs., • Work with legal counsel to resolve disputes and challenges related to trusts and estates. QUALIFICATIONS: Education: • Bachelors degree in law, accounting, finance, or related field., • A Juris Doctor (JD) degree and/or Certified Public Accountant (CPA) certification is required. Experience: • 8 + years of experience in high-net-worth tax and trust and estate planning for high-net-worth clients., • Strong knowledge of trust and estate laws, tax laws, and regulations., • Excellent leadership and team management skills., • Exceptional communication and interpersonal skills for building and maintaining client relationships., • Detail-oriented with a high level of accuracy in work., • Ability to analyze complex financial situations and develop customized solutions., • Strong organizational skills and ability to manage multiple client relationships and projects simultaneously. Must have extensive experience with HIGH NET WORTH (HNW) individuals/families.

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

Job 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. NYLAG’s staff of 410 impacted the lives of nearly 129,000 people last year. Job description The New York Legal Assistance Group (NYLAG) seeks a highly motivated, experienced Immigration Attorney for a full-time position with the LGBTQ Law Unit. The LGBTQ Law Unit seeks an experienced fulltime attorney to join our team and advocate for our immigrant clients facing removal. NYLAG’s LGBTQ Law Unit, founded in 2008, exists to protect and expand the rights of the Lesbian, Gay, Bisexual, Transgender and Queer (LGBTQ) community and to provide services that meet the unique legal needs of low-income LGBTQ New Yorkers. LGBTQ communities, especially those of color, transgender and gender non-conforming individuals and youth, are at greater risk of living in poverty and of being targeted for violence. The LGBTQ Law Unit provides free representation and advice on a wide array of civil legal matters, including legal name and gender marker changes, immigration (including removal defense), family law matters (orders of protection, custody and visitation, divorce, and adoption), housing, employment and public accommodation discrimination, wills and advance directives and access to gender affirming healthcare. We engage with community partners to provide legal services and education outreach in community settings throughout the five boroughs and push forward systemic advocacy efforts to advance LGBTQ rights and protections. The Immigration Attorney will represent LGBTQ+ immigrants on detained and non-detained removal defense and post-order work providing full representation and limited scope assistance. The job requires substantive knowledge and experience with removal defense for asylum-seeking LGBTQ+ immigrants including bond hearings, motions to reopen and motions to stay removal before EOIR and BIA, federal petitions for review, individual merits hearings, BIA appeals, habeas petitions and motions for emergent relief from detention or removal. Candidates will have a proactive ability to solve problems under time pressure, a strong commitment to providing client-centered services for clients experiencing trauma, and an ability to work collaboratively with a team of attorneys, paralegals, and volunteers working on a broad range of legal matters impacting the LGBTQ+ community. Duties and Responsibilities Specific responsibilities include but are not limited to: • Represent LGBTQ+ immigrants in defensive asylum claims before the immigration court, BIA, and federal courts including bond hearings, post order relief and appeals;, • Prepare and file forms, affidavits, other supporting documents, motions, and legal memoranda for submission to USCIS, EOIR, BIA, and federal courts;, • Represent immigrant clients in other ancillary matters before civil courts; (state and federal) and administrative hearings, in matters such as legal name changes and public benefits advocacy;, • Conduct legal screenings, track client cases, progress of applications, and follow up for funding purposes;, • Contribute to the LGBTQ Law Unit’s community outreach and education efforts through presentations and work with the Unit Director to establish and maintain relationships with community partners;, • Participate in systemic advocacy work on issues that directly impact LGBTQ+ immigrants;, • Attend regular internal and external stakeholder meetings regarding recently arrived migrants;, • Create and maintain physical and electronic files, including managing correspondence with clients and documenting correspondence with immigration and other agencies;, • Manage data entry in internal and external data management systems and assist with generating reports; and, • J.D. degree and admission to a State bar required; New York State Bar preferred., • Five years of experience practicing immigration law, including affirmative and removal defense work, required;, • Fluency in a second language required, Spanish is preferred ;, • Demonstrated commitment to the LGBTQ+ community and knowledge of the complex and systemic issues faced by our clients;, • Demonstrated commitment to immigrant rights, criminal justice, and/or social justice issues;, • Ability to communicate effectively with clients, community organizations, attorneys, judiciary and the public;, • Ability to work in and value a collaborative team model;, • Ability to work independently and under pressure while managing multiple competing deadlines;, • Ability to make creative arguments for complicated cases and cases that do not have a clear path to relief;, • Ability to set expectations for clients who are not eligible for any relief while nonetheless providing competent representation before the Immigration Court;, • Excellent written, oral and analytical skills; and Employment type: ☒ Full-time Professional Level: ☒ Professional 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 $97,132 - $103,515. 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. Covid Vaccination Policy: Please note, to safeguard the health and well-being of our employees and clients, NYLAG requires all employees to be fully vaccinated for COVID-19, unless a medical or religious exemption is approved. 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 1kWWTqSp7o

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. Responsibilities: • Develop and execute the overall product roadmap for the wallet product, ensuring alignment with business objectives and effective implementation., • Evaluate, onboard, and manage custodial wallet providers, AML/KYT service providers, and Travel Rule solution providers to ensure secure and compliant integration., • Collaborate with product, R&D, operations, legal, and compliance teams to ensure the wallet system meets regulatory and industry best practices in security, stability, and compliance., • Oversee the operation and iteration of wallet deposit and withdrawal functions, continuously optimizing user experience to ensure efficiency, security, and smoothness., • Drive the integration of value-added services (e.g., Staking, Liquidity Mining) and contribute to the development of Wallet-as-a-Service (WaaS) capabilities., • Monitor and analyze market and user feedback to identify product improvement opportunities, and drive continuous iteration and user experience enhancement., • Assist in the application process for crypto wallet-related business licenses., • 3+ years of experience in crypto custodial wallet product management, with hands-on experience collaborating with mainstream custodial wallet service providers., • Deep understanding of wallet custody operations, deposit/withdrawal processes, and compliance requirements, with familiarity of core challenges and solutions in crypto asset custody., • Strong business thinking and execution ability, capable of independently managing the end-to-end product lifecycle from 0 to 1., • Ability to handle complex operational issues and ensure stable performance in critical areas such as deposits/withdrawals, fund security, and compliance., • Basic understanding of regulatory frameworks and experience in license applications, with the ability to collaborate effectively with legal and compliance teams to drive compliance projects. What we offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

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

Job DescriptionDescriptionAbout the Company: A small midtown NYC broker-dealer, registered with the SEC and a member of FINRA and SIPC, clears transactions and custodies client assets through Pershing LLC, a Bank of New York Mellon Corporation, the world’s leading provider of clearing solutions. Through our experienced financial service professionals, coupled with our relationship with Pershing, we are able to bring a broad range of solutions to our clients including: Prime Brokerage Services, Chaperoning Services - 15a-6, Asset Management Support, Clear-through Services, Institutional Sales, Institutional Equity Trading for Major Institutions, Institutional Municipal Bond Trading, Trade Execution Services, Structured Products, Business Consulting, Managed Account Solutions, Wealth Management Solutions, Retirement Planning Solutions, Alternative Investment Solutions, Introducer Services, Capital Markets, Investment Banking, Lending Solutions and Pre-IPO Transactions. About the Role: The Operations & Trading Associate will play a key role on a midtown NYC broker-dealer trading desk, supporting both trading activity and overall desk operations. This position involves executing and servicing trades across multiple asset classes—Equities, Options, FX, and Mutual Funds—while ensuring smooth trade flow, compliance with regulatory requirements, and a high standard of client service. Key Responsibilities • Execute and service trades for the firm’s domestic and international accounts, including Equities, Options, FX, and Mutual Funds, using Bloomberg EMSX., • Manage pre- and post-market operational tasks, including margin calls, Buy-ins, DKs, and trade confirmations., • Prepare and distribute Best Execution reports on a weekly and monthly basis., • Ensure timely and accurate communication with clients regarding trade activity and operational matters., • Collaborate with trading and operations teams to maintain smooth workflow and compliance with regulatory requirements., • Support the trading desk with ad hoc operational or administrative tasks as needed. Skills, Knowledge and Expertise • Required licenses: Series 7, Series 63, and Series 57., • 2+ years of experience in trading, operations, or a financial services environment., • Familiarity with trading platforms, preferably Bloomberg EMSX, and execution of Equities, Options, FX, and Mutual Funds., • Understanding of operational processes including margin calls, trade confirmations, Buy-ins, DKs, and Best Execution reporting., • Strong attention to detail, organization, and ability to manage multiple priorities in a fast-paced trading environment., • Basic understanding of regulatory and compliance requirements in broker-dealer operations., • Proactive and quick learner, able to adapt to evolving processes and responsibilities., • Ability to collaborate effectively with traders, operations staff, and clients. Core Competencies:Collaborates - Building partnerships and working collaboratively with others to meet shared objectivesAction Oriented - Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasmNimble Learning - Actively learning through experimentation when tackling new problems, using both successes and failures as learning fodderSituational Adaptability - Adapting approach and demeanor in real time to match the shifting demands of different situations

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

Job DescriptionAbout Us We are a nationally recognized broadcast media company with over 10,000 employees, leading the way in audio entertainment and advertising solutions across the U.S. Historically rooted in broadcast radio, we are undergoing a bold transformation into a modern multi-channel media platform by combining the power of legacy reach with digital targeting, data-driven insights, and innovative ad technology. We now offer advertisers a full suite of channels including broadcast radio, podcasts, streaming audio, Connected TV, digital display, pre-roll video, and social media platforms. These product offerings are underpinned by a growing set of owned, directly targetable consumer audiences and a robust capability to measure and optimize advertising impact. As part of this evolution, we are investing in AI-driven products and solutions to accelerate our growth, improve advertiser outcomes, and streamline internal operations. The Role: Product Manager – AI Solutions We are seeking a Product Manager focused on AI Solutions to lead the development of AI-powered tools and products that serve both internal stakeholders and our advertising clients. This role sits at the center of innovation and bridges data science, engineering, sales, ad ops, and strategy teams to identify and execute on high-impact opportunities. Your mission: leverage AI to modernize our media capabilities, unlock operational efficiencies, and deliver measurable value to advertisers across all channels and audience segments. Key ResponsibilitiesAI Product Strategy & Roadmapping * Define and own the product roadmap for AI-powered initiatives aligned with business transformation goals. * Identify and prioritize opportunities where AI can add value across targeting, creative, analytics, planning, and operations. Internal AI Enablement * Build and scale AI tools for internal use (e.g., AI-assisted campaign planning, audience modeling, performance forecasting, creative automation). * Partner with ad operations, planning, and analytics teams to improve workflow automation and decision-making. Client-Facing AI Innovation * Launch new AI-driven products for advertisers e.g., predictive targeting models, AI-generated ad creatives (including audio), dynamic creative optimization, and real-time ROI measurement tools. * Collaborate with sales and marketing to develop positioning, demos, and case studies for AI offerings. Cross-Functional Collaboration * Translate complex AI and data science concepts into actionable product requirements. * Work closely with engineering, data science, UX, and business stakeholders to drive product development through agile methodologies. Market and Competitive Intelligence * Stay current on AI trends in media, advertising, and martech. * Monitor competitive AI product offerings and identify white space opportunities for differentiation. Qualifications * 3-5 years of product management experience, with at least 2 years focused on AI, data-driven products, or ad tech. * A successful candidate will have a strong technical background with existing AI/ML systems and tools as well as experience taking AI/ML products from experimentation to production. * Strong understanding of machine learning concepts and demonstrated experience using AI applications, particularly in the context of media, martech, or ad tech. * Proven ability to work cross-functionally in large matrixed organizations. * Strong understanding of software development lifecycle and agile methodologies. * Experience performing discovery and usability testing to gather customer feedback. * Experience delivering both internal tools and client-facing products. * Strong communication skills and the ability to interface with both technical and commercial teams. Preferred Qualifications * Experience in media, audio, or ad tech industries either in smaller startup companies or in a startup-like environment within a larger enterprise, helping to accelerate digital innovation and transformation efforts. * Familiarity with AI technologies such as large language models (LLMs), generative AI (text/audio/video), recommendation engines, and natural language processing. * Knowledge of digital advertising metrics and performance measurement methodologies (e.g., lift studies, multi-touch attribution). * Background in computer science, data science, or a technical field (not required, but a strong plus). Why Join Us * Be a core driver in one of the most ambitious transformations of a major media company in the U.S. * Shape how AI is used to modernize a legacy business model and unlock new revenue streams. * Work with passionate teams at the intersection of technology, media, and advertising. Enjoy the scale and stability of a nationally recognized media brand while embracing the innovation pace of a digital-first company. About Us Unified stands at the forefront of empowering marketers to make informed and impactful decisions through our industry-exclusive business intelligence platform, purposefully designed for social advertising. With a wealth of experience in collecting and enriching over 3 billion dollars of social investment data, we are fervently committed to providing Fortune 2000 brands and agencies with greater transparency into their diverse teams, tools, and strategies. At the heart of our offerings is the Unified Platform and service teams, meticulously crafted to ensure data quality, optimize investments, and address critical business inquiries. As a leading provider of advertising services, Unified takes a comprehensive approach to paid social advertising, boasting a best-in-class team of digital experts utilizing purpose-built technology to deliver operational excellence and holistic insights across major social platforms. We firmly believe that the best marketing insights drive optimal performance, and at Unified, we seamlessly deliver both. With industry-leading media experts supported by robust data and technology, we have over a decade of experience in managed service partnerships with some of the world's largest brands, maintaining an unwavering focus on digital advertising services and technology. Our proprietary technology provides our internal team and customers with a strategic and holistic real-time view of their digital investments. Pioneering paid social over 11 years ago, Unified holds a unique position as one of the select partners with direct API access to major platforms such as Meta, X, Snapchat, Pinterest, YouTube, LinkedIn, TikTok, and Reddit. Join Unified as we continue to redefine the landscape of digital advertising through innovation, expertise, and cutting-edge technology.

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. About the Role We're looking for a Client Implementation Specialist to lead onboarding for clients in our enterprise segment—registered investment advisor (RIA) firms, independent wealth managers, and multi-family offices, that require sophisticated, scalable solutions. In this role, you'll guide enterprise clients through complex onboarding processes, help them migrate extensive investment portfolios and data systems, and ensure they're positioned for long-term success on our platform. This is a deeply client-facing role, and we're seeking someone who values building relationships, earns trust quickly, and delivers a premium enterprise experience. You'll need to navigate complex organizational structures and stakeholder requirements with professionalism, strategic thinking, and institutional-grade service. At the same time, this role requires a self-starter who can operate independently, manage multiple large-scale onboarding projects, and proactively solve problems without constant oversight. You'll also contribute to product feedback loops and internal onboarding process improvements—balancing independent execution with cross-functional teamwork and training participation. What You'll Do: Client Onboarding * Build and execute comprehensive onboarding plans with clear milestones and timelines for enterprise-scale implementations * Guide RIA firms and wealth management organizations through complex account setup and large-scale data migration * Act as a liaison between clients and multiple stakeholders to gather and reconcile extensive account data across various systems Data Management * Monitor large volumes of client data for quality and consistency, proactively resolving discrepancies across multiple portfolios * Process ongoing updates from clients and various institutional data sources * Coordinate data migrations and system integrations for enterprise-level complexity Education & Enablement * Train multiple client teams and departments on how to use the Arch platform effectively * Support adoption through ongoing communication, guidance, and strategic check-ins with key stakeholders * Participate in internal team training and help refine onboarding best practices for enterprise clients Client Experience * Lead onboarding meetings with multiple stakeholders and deliver a high-touch, relationship-driven experience * Build trust and rapport with clients through consistent, thoughtful communication across organizational levels * Maintain detailed client records and notes in our CRM to ensure continuity and context across complex organizational structures What We're Looking For * 3+ years of experience in project management, implementation (SaaS preferred, client services, or finance with enterprise clients) * A self-starter with exceptional communication and interpersonal skills, comfortable with C-suite and senior stakeholder interactions * Strong relationship management instincts, especially with institutional and enterprise clients * Attention to detail and ability to work independently in a fast-paced environment while managing complex, multi-stakeholder projects * A proactive mindset and passion for delivering excellent client experiences at enterprise scale Bonus Points If You: * Have worked with RIA firms, independent wealth managers, multi-family offices, or large advisory organizations * Are familiar with RIA operations, compliance requirements, and wealth management concepts like fee billing, performance reporting, and client portfolio management * Have experience with SQL or want to learn * Have taken finance or accounting coursework * Have experience with enterprise software implementations or large-scale data migrations A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $85K - $110K

Job Description We are an SEC Registered Investment Advisor working with high-net-worth individuals and their families to offer comprehensive wealth advisory. We additionally serve as a chief investment officer to other financial advisors and their clients in a sub advisory capacity. We are committed to delivering institutional caliber investment solutions that help our clients achieve their investment goals. We have built expertise in constructing tailored, tax sensitive portfolios incorporating all asset classes, via individual securities, exchange traded funds and private vehicles as appropriate. Job role: Trading Operations Analyst Job Overview: We are seeking a Trade Operations Analyst to join our Trading & Execution team. This is an exciting opportunity for someone eager to contribute to the growth and success of our business. We are looking for someone with high attention to detail and organizational skills with strong technical skills, who is passionate about investing. In this role, you will assist the trading team in executing investments across all asset classes for our clients, who collectively manage approximately $600 million in assets. This full-time (on-site) position offers a competitive compensation in the $90,000–$120,000 range, depending on experience, along with 401(k), commuter and insurance benefits. Key Responsibilities: • Trading, Cash Management & Portfolio Rebalancing, • Execute trades across various client portfolios, including model trading, block trading, tax loss harvesting, and Alternative Investments trading., • Manage cash flow for daily or ongoing distribution requests as necessary., • Monitor financial markets and collaborate with the Asset Allocation Committee to implement firm-wide trades., • Utilize the portfolio rebalancing system to analyze, approve, and execute daily trades., • Develop personalized asset allocation strategies and innovative investment solutions to help clients achieve their financial goals., • Assist in the trade settlement and reconciliation processes to ensure accuracy and compliance., • Monitor account filters to identify and capitalize trading opportunities for client accounts., • Client Portfolio Analysis & Proposal Building:, • Analyze incoming client portfolios and build tailored proposals that meet client needs., • Data Maintenance & Platform Management:, • Maintain accurate data across multiple systems within the investment platform., • Collaboration & Client Support:, • Work closely with internal teams and external partners, since we act as the Outsourced Chief Investment Officer (OCIO) for other financial advisors., • Generate ad hoc trade reports, including model updates, as requested., • Prepare structured note summary reports for advisors and their clients., • Provide ongoing support in building and maintaining client relationships., • Bachelor's degree 1-2+ years financial services experience, • Detail oriented with strong organization skills, • Analytical and logical, • Proficient with Excel, • Ability to prioritize and manage multiple tasks with a keen attention to detail, • Familiarity with equity, fixed income, and mutual fund securities and markets, • Familiarity with programming languages a plus, • Interest in pursuing Chartered Financial Analyst designation a plusCompany DescriptionGoalVest is a boutique wealth advisory firm delivering highly tailored, institutional-caliber investment solutions—such as structured notes, venture capital, and alternative investments—to clients with portfolios of $2 million or moreGoalVest is a boutique wealth advisory firm delivering highly tailored, institutional-caliber investment solutions—such as structured notes, venture capital, and alternative investments—to clients with portfolios of $2 million or more

Job Description We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. Our values: • Together, We Achieve More — collaboration over competition, • Client-First Stewardship — fiduciary excellence as our standard, • Ownership Mindset — alignment of interests across generations What we offer: • Collaborative, high-trust work environment, • Continuing education support and career growth pathways, • 401(k) with company match & bonus program, • Up to 95% company-paid health insurance, • Hybrid work flexibility Position Overview: The Chief Growth Officer (CGO) will be the architect and steward of our firm’s growth strategy — accelerating expansion without compromising our culture or ownership model. This executive will design and direct strategies for expanding our reach through all growth levers: advisor enablement, business development, mergers, strategic partnerships, pricing, and talent acquisition. The ideal candidate is a strategic doer, and must be passionate about our ownership model, aligned with our long-term vision, and excited to accelerate growth. We are open to candidates in the United States with the West Coast Preferred. How you will contribute: • Organic Growth (Brand & Business Development), • Oversee marketing, including digital marketing, SEO/SEM content, analytics, and campaigns that drive qualified leads., • Enhance brand awareness and reputation to attract clients and talent., • Build scalable referral programs and COI programs to fuel growth., • Partner with our Chief Practice Officer to enhance client acquisition and retention efforts., • Inorganic Growth (Mergers & Recruiting), • Partner with our Chief People Officer (CPO) to design and execute our lift-in (single advisor) recruiting strategy to attract top-tier talent aligned with our culture and ownership model., • Partner with our CEO to source and negotiate mergers, guide deal execution with an emphasis on culture, and talent acquisition., • Develop and maintain relationships with potential partners, COIs, and industry leaders., • Strategic Leadership & Collaboration, • Serve on the Executive Committee, contributing to firm-wide strategy and resource allocation., • Direct a team of marketing and business development professionals., • Be a visible champion of our employee-ownership model internally and externally. The attributes and talents that lead to success in the role are: Knowledge: • 12+ years of experience heading sales teams, business development, marketing, or corporate strategy within wealth management, financial services, or related industries., • Demonstrated success driving both organic and inorganic growth strategies within high-touch, UHNW environments., • Strong understanding of marketing/digital marketing and related analytics., • Deep belief in employee ownership, independence, and long-term relationships., • Entrepreneurial mindset balanced with fiduciary discipline., • Collaborative and culturally sensitive; able to align with and embrace firm’s mission and values., • Strategic thinking with a focus on execution., • Excited to accelerate growth within our model, not to redefine it. Who Thrives Here An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual honesty, collaboration, and compassion. A strategic partner once called us “a cocker spaniel”: professional, loyal, warm, and relentlessly devoted. We like that. Physical Demands and Work Environment: Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to 10 pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we provide equal opportunities regardless of race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies. Pay range indicated includes both base and incentive plans, partnership opportunity.

Job Description INTRODUCTION BRAVO is the partnering of Velocity Architectural and Engineering Services and Bradford Construction Corporation (WBE). The cooperative brings together some of the industry's most distinguished leaders and technical experts, united by their decades of experience modernizing vital infrastructure and iconic facilities throughout the New York metropolitan area. BRAVO delivers value to its clients by offering the full-breadth of architectural, engineering, and construction management services through an efficient organization that is structured to promote attentive client service, responsive project delivery, and quality. Through our offices in New York City and Newark, NJ, BRAVO's family of companies serve public and private clients covering a wide-range of markets, including education, government, transportation, healthcare, industrial, power, and water. WHY BRAVO? At BRAVO, you will find a wealth of opportunities to create the career you've always imagined. We support, encourage, and empower our people by providing an environment where everyone has an opportunity to succeed. BRAVO brings amazing people together to make amazing things happen. We're a diverse collective of thinkers and doers, committed to remaining client-focused, agile, responsive, and accountable to our valued clients and the communities we serve. BRAVO offers excellent benefits including: • 401(k), • ACCIDENT INSURANCE, • COMMUTER BENEFITS, • COMPETITIVE SALARY, • EMPLOYEE ASSISTANCE PROGRAM, • LIFE INSURANCE, • MEDICAL, DENTAL AND VISION INSURANCE, • REIMBURSEMENT OF PROFESSIONAL MEMBERSHIPS AND LICENSES Job Type: Full time Onsite, Monday-Friday (8:30AM-5:15PM) Job Title: Senior Electrical Engineer (Department Manager/Team Lead) Job Description: Velocity Architecture and Engineering DPC, a company of BRAVO Group, has an exceptional opportunity for an experienced manager and Electrical Engineer. The ideal candidate will have a minimum of 10 years' experience in electrical and fire alarm system design for vertical buildings with a strong focus in the educational sector. This individual will work collaboratively with our tightly knit MEP and architectural teams, while overseeing and managing the Electrical Engineering department, ensuring the successful delivery of projects, technical excellence, and team development. Roles & Responsibilities: This individual will be responsible for the oversight and guidance of the Electrical Engineering team in their day-to-day work, which includes assessing existing conditions, preparing scope reports to record findings and technical recommendations, preparing detailed calculations to validate recommendations, and developing detailed construction documents and specifications. This role focuses on team leadership, workload management, and quality control. Minimum Requirements • 10+ years' experience working in a consulting engineering firm for various projects. Buildings experience in NYC is required; a background in the educational and/or public sector is strongly preferred, • Demonstrated management and leadership experience within an engineering team, • Strong knowledge of the various New York City codes, • Ability to think critically and assess each project, including staff allocation, independently with only high-level guidance from senior leadership, • Strong written and verbal communication skills, • Licensed Professional Engineer in the State of New York is strongly preferred. Individuals who have their FE and are actively pursuing licensure will be considered., • LEED accreditation (Preferred), • Latest AutoCAD experience required, REVIT experience a plus

Job Description About Us: The Community Preservation Corporation (CPC) believes stable and sustainable affordable housing is the foundation of strong communities and we strive to contribute to comprehensive neighborhood revitalization through our lending and partnerships. A nationally recognized leader in affordable housing finance, CPC has provided a consistent source of capital to underserved housing markets throughout New York State since our inception in 1974. Today, CPC stands as the largest CDFI solely committed to investing in multifamily housing, having invested more than $15 billion to finance the creation and preservation of more than 230,000 units of quality housing in neighborhoods across New York State and beyond. CPC has a robust construction lending platform, a mortgage bank, and equity and impact investment platforms that focus on our three goals: Expanding Affordable Housing, Closing the Racial Wealth Gap and Investing in the Green Economy. As a member of our team, you'll have the opportunity to work on impactful projects that make a real difference in people's lives. We're looking for talented individuals who are passionate about our mission and share our values of commitment, respect, excellence, accountability, and collaboration. Role Summary: The Financial Planning and Analysis (FP&A) team is responsible for developing advanced financial models and presentations for executive decision-making, including providing recommendations to support the strategic growth of CPC’s various business units and capitalization of its balance sheet. As a Financial Analyst, you will contribute to the development of complex business models (both long and short-term projections) and present key findings to the executive management team. You’ll also collaborate with cross-functional teams to support the successful implementation of CPC’s new ERP system, ensuring alignment between financial operations and organizational goals. In addition, you will serve as a finance liaison, partnering across departments to support strategic and operational initiatives that enhance CPC’s overall performance. What You’ll Do: • Help support the development of CPC’s long and short-term financial forecasts and provide insights into the organization’s performance and that of its individual businesses., • Prepare clear and concise presentations outlining both financial findings and critical business insights to support recommendations to senior management., • Collaborate with colleagues within the finance team and from other departments to enhance CPC’s monthly and quarterly financial reporting, incorporating key performance metrics for multiple business lines., • Help support the annual operating budget process: partner with finance and business leaders to identify key revenue and expenses assumptions for the year; help create consolidated CPC and Business Segment budgets based on these inputs., • Manage CPC’s Capacity, Capital Allocation, and Liquidity models., • Help support CPC’s new financial ERP implementation project and future projects geared to drive automation and improved financial reporting., • Help support CPC’s S&P and Lender due diligence requirements using reporting and analytical tools to ensure timeliness and accuracy., • Participate in Finance department and cross-departmental projects as required., • Help support the broader Finance function partnering with Accounting & Treasury to ensure reporting accuracy and alignment between the groups., • BA/BS in Economics, Finance, Business, or related field., • A minimum of 2-3 years’ finance/accounting experience, preferably in a consulting, real estate, or banking environment., • Demonstrated understanding of financial analysis concepts as well as a solid knowledge of Generally Accepted Accounting Principles (GAAP)., • Must be self-motivated, as a wide degree of creativity and latitude is expected., • Comfortable managing multiple projects with a high degree of ambiguity in a fast-paced setting., • Results-oriented – strong sense of urgency and excellent follow-through., • Strong modeling skills., • Advanced Excel skills and strong proficiency in Power Point is required., • ERP implementation experience (e.g., Net Suite, Workday) is a strong plus., • Detail orientated with good communication skills, • Competitive compensation, • 401(k) retirement plans with employer match, • Medical, dental, and vision benefits for employees and their dependents, • Commuter benefits, • PTO for vacation, personal days, sick leave, holidays, jury duty, bereavement, parental leave, and disability, • Tuition assistance program, • Two “work from anywhere” weeks per year, • Summer Fridays, • Collaborative working spaces, • Service days to support our communities, • Employee development and engagement events, • More about our offerings and culture here This is a full-time, hybrid role where you will work from the Manhattan office two - three days a week. The salary range is $75,000 – $90,000, dependent on experience. The Community Preservation Corporation is an Equal Opportunity Employer and all employment-related decisions including recruitment, selection, evaluation, promotion, compensation, training and termination are made without regard to race, creed, color, national origin, sex, disability, marital status, status as a veteran, sexual orientation or gender identity, or any other protected status.

Job Description About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role: Our Strategic Growth team is the face of the company and the engine of our continued growth. As a Strategic Growth Manager, you are directly responsible for driving net-new revenue. In its simplest form, the SGM’s role is to bring top producing wealth managers Savvy by effectively selling the Savvy value proposition (technology, marketing, culture and growth). Successful SGMs influence top advisors to leave their current brokerage and join Savvy. The refreshing part of this sale is that you are working directly with decision-makers, thus eliminating many of the hassles of selling to large corporations. As an early member of the Go To Market organization, you will also have the opportunity to shape the culture of the organization, develop and refine playbooks, train new team members, and have a broad impact across the company. This role will report directly to our Chief Growth Officer. Responsibilities: * Bring top producing financial advisors (with an existing book of business) to join Savvy by effectively selling the Savvy value proposition. * Work with the SDR team to engage with prospective financial advisors (inbound and outbound) and qualify them to ensure they are a strong fit. Build a relationship with prospects as a business partner and help them understand the different options to achieve their business goals. * Discern the key pain points that a prospective financial advisor has and tailor the sales process accordingly. * Prepare for and run the recruiting process to showcase our technology platform, sales & marketing capabilities, and operational support to prospective financial advisors. * Understand prospective financial advisors’ pricing/compensation expectations and book of business transferability. Utilize that information to customize the pricing/compensation contracts in order to achieve both the prospective financial advisor’s and Savvy’s goals. * Leverage internal tools (Salesforce, Apollo, Gong, Google Drive, Docusign, Slack, Zoom, etc.) and ensure they are up to date based on your sales activity. * Prepare for and engage in regular business review discussions with the Leadership Team to share pipeline data, learnings, and next steps. Provide forecasts across your current pipeline and projections for future quarters. Nuances for this role: * This is a quota carrying role. Our deal size is anywhere from $200k to $1M+ ARR, with an average time to close currently at less than two months. * This is a more humanized sale than your average technology sales process as you are dealing directly with decision makers. You can think of every financial advisor as the CEO of their own business — with that comes a heightened degree of empathy needed to be successful in the sale, but also the ability for quick decisions. * Think about a top producing financial advisor who’s been with a firm for 10+ years. Their personal and professional identity is often wrapped up in that firm’s brand. Successfully educating a financial advisor and facilitating a move from their prior firm takes outstanding patience, listening, agility, and ultimate focus to get the deal done. * The equally demanding need for high IQ and EQ in this role has resulted in an incredibly high performing and driven team of diverse backgrounds. Must have: * 5+ years of relevant sales experience in quota-carrying roles * 2+ years of experience at a high growth tech startup. * Experience with deal sizes of $200k to $1M ARR. * Experience working with deal cycles ranging between 1-12 months. * Experience selling to Senior executives and owners Nice to have: * Proficiency with revenue-related technology solutions, such as CRM (e.g., Salesforce), and sales and marketing tools (e.g., Apollo, Outreach, Gong, Orum). * Experience recruiting individuals either through a tech-enabled platform business, staffing agency or as a corporate recruiter. * Experience selling in the Financial Advisory / Wealth Management space (RIA, broker-dealer, bank). Qualities: * Strong interpersonal skills, glass-half-full mentality * Self Starter attitude and ability to exercise judgement and solve difficult problems without direct supervision. * Problem solving: Strong problem-solving skills, capable of thinking on your feet to handle objections in real time, and able to interpret non-verbal cues to drive the sales process forward. * Communication: Incredible communications and collaboration skills to effectively lead client meetings * Fast learner: You thrive in an ambiguous, fast-paced environment with limited guidance while handling several deadlines simultaneously. * Ownership mindset: Low ego attitude, willing to roll up your sleeves and sweat the details, and have an incredible ownership mentality to get the job done. Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Access to best in class medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care * Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) Compensation Range: $200K - $285K

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. About the Role We're looking for a Client Implementation Specialist to lead onboarding for clients in our single family office (SFO) and high-net-worth individual (HNWI) segment—a critical, high-touch client group. In this role, you’ll guide clients through the onboarding process, help them organize and integrate complex investment data, and ensure they’re set up for long-term success on our platform. This is a deeply client-facing role, and we're seeking someone who values building relationships, earns trust quickly, and delivers a white-glove experience. You'll need to navigate nuanced client needs with professionalism, discretion, and a high level of service. At the same time, this role requires a self-starter who can operate independently, manage multiple onboarding workflows, and proactively solve problems without constant oversight. You’ll also contribute to product feedback loops and internal onboarding process improvements—balancing independent execution with cross-functional teamwork and training participation. What You’ll Do: Client Onboarding * Build and execute tailored onboarding plans with clear milestones and timelines * Guide single family offices and HNWIs through account setup and data organization * Act as a liaison between clients and fund managers to gather and reconcile account data Data Management * Monitor client data for quality and consistency, proactively resolving discrepancies * Process ongoing updates from clients and fund sources Education & Enablement * Train client teams on how to use the Arch platform effectively * Support adoption through ongoing communication, guidance, and check-ins * Participate in internal team training and help refine onboarding best practices Client Experience * Lead onboarding meetings and deliver a high-touch, relationship-driven experience * Build trust and rapport with clients through consistent, thoughtful communication * Maintain detailed client records and notes in our CRM to ensure continuity and context What We’re Looking For * 2+ years of experience in project management, implementation, client services, or finance * A self-starter with exceptional communication and interpersonal skills * Strong relationship management instincts, especially with high-value or high-touch clients * Attention to detail and ability to work independently in a fast-paced environment * A proactive mindset and passion for delivering excellent client experiences Bonus Points If You: * Have worked in wealth management, private funds, a family office, or accounting * Are familiar with concepts like IRRs, capital calls, K-1s, or NAV reporting * Have experience with SQL or want to learn * Have taken finance or accounting coursework A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $85K - $110K

Job Description Joining Henley & Partners As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning. Why choose Henley & Partners? Here's what sets us apart: • Global Impact: Join a company that makes a tangible difference in people's lives. Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options., • Cutting-Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of the investment migration field. We provide innovative solutions and leverage our extensive network of international partners to deliver exceptional service to our clients., • Dynamic and Diverse Culture: Immerse yourself in a truly global environment. With more than 40 offices spanning across continents, we foster a multicultural and inclusive workplace where ideas are valued, collaboration thrives, and personal growth is encouraged., • Continuous Learning: We believe in investing in our employees' professional development. At Henley & Partners, you'll have access to ongoing learning opportunities, training programs, and industry conferences that will enhance your skills and expand your knowledge., • Impactful Projects: Join us in working on high-profile projects that shape the future of investment migration. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry. As a Client Advisor you’ll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients. Responsibilities: • Raise awareness about H&P's services and solutions by proactively reaching out to potential clients and intermediary partners., • Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads., • Provide expert advice on residency & citizenship planning to help clients achieve their objectives., • Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks., • Collaborate with Relationship Managers (RMs) to deliver a world-class client experience throughout the sales journey., • Achieve a high success rate in converting sales leads into H&P clients., • Meet and exceed annual sales targets for assigned jurisdictions., • Actively expand the existing contact database to identify new opportunities for value creation., • Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects., • Keep detailed and effective notes on prospect and customer interactions using our CRM system., • Undergraduate degree in business, economics, marketing, or related disciplines., • Masters or advanced degree are considered an advantage., • +3 years of customer-facing sales experience in investment, insurance, real state, private banking, or wealth management., • Knowledge and experience with HNWIs is highly appreciated., • Strong international networks for business development., • Multilingual and territorial-specific experience considered an advantage., • Exceptional communication skills to engage with industry stakeholders., • Collaborative approach to build positive relationships and influence others., • Excellent negotiation and persuasion skills, including tact and diplomacy., • Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems., • Base salary of USD 80-100K per year depending on experience;, • Performance-based commission structure;, • Comprehensive health, dental, and vision insurance;, • 15 days of PTO; If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today. At Henley & Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to apply. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic. We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: Powered by JazzHR EEOKckjbYy

Job Description Office Location: Jersey City, NJ About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About the Role: We are looking for a highly skilled and driven Director of Influencer Marketing to oversee and guide our channel expansion team, including influencer partnerships. You will be responsible for building and optimizing the company's channel system in target markets to achieve customer growth and market share expansion goals. You need to possess excellent market analysis skills, strategic planning abilities, and team management capabilities, along with proven experience in driving business growth. As the primary liaison between our company and strategic partners, you will work collaboratively with internal teams (including growth operations, marketing, and product) to ensure alignment and deliver exceptional value to our partners. You will also conduct market analysis to identify trends and insights that influence our channel strategy, enabling us to stay ahead of the competition. With a deep understanding of cultural nuances and business practices in different regions, you will navigate the complexities of international and regional partnerships and support our team in executing effective market cooperation strategies. If you are a strategic thinker and team manager, passionate about building long-lasting partnerships, and eager to make a positive impact on a global business scale, we look forward to hearing from you! Responsibilities: • Create and implement detailed strategies to expand our presence across multiple channels and markets, such as YouTube, Twitter, and Reddit., • Identify new partnership opportunities, negotiate, and establish strategic partnerships with various channel partners., • Manage and maintain relationships with existing partners, ensuring satisfaction and expanding the distribution network, including online and offline channels, to enhance brand awareness and market coverage., • Collaborate with cross-functional teams to align marketing, growth operations, and product initiatives with partner needs., • Analyze market trends and partner performance metrics to inform decision-making and optimize partnerships., • Manage the channel expansion budget, ensuring effective resource allocation and maximizing return on investment., • At least 8 years of experience in market channel management (KOL/Influencer Management, Corporate partnerships, and offline promotion), with over 3 years in team management; finance industry experience is preferred., • Deep understanding of international market environments and cultural business practices, with a rich network of local channel resources and partner bases., • Excellent business acumen and market analysis skills, with the ability to quickly adapt to market changes, interpret complex data, derive actionable insights, and formulate corresponding strategies., • Strong leadership and team management skills, capable of motivating and leading the team to achieve goals., • Outstanding negotiation and communication skills, including written and verbal, with the ability to effectively communicate with partners at various levels, both internally and externally. What we offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description Tacombi is looking for a Director of Digital & E-commerce to join our team! Tacombi is seeking a Director of Digital & E-commerce to develop and lead our digital strategy. The right candidate is an experienced digital leader and true omni-channel thinker, who is comfortable balancing tactical execution and strategic leadership. This candidate has experience with foodservice delivery platforms, including owned and third party, and a track record of optimization. This leader will be capable of launching our CPG DTC business, and is an expert in digital marketing (including SEM), paid social, report development, agency management and team building. This leader will have the ability to recruit and manage top talent in the digital space. Your responsibilities will include: * Build 2022 and 3-year strategic plans, inclusive of off-premises, DTC and retailers. * Plan through capital needs of individual plan components, inclusive of a new Tacombi App, a Customer Relationship Management (CRM) plan, a DTC site, etc. * Identify growth opportunities, do budgetary and campaign planning, manage subsequent execution. * Help Tacombi.com reach its business objectives by leveraging SEM, SEO, affiliate, re-marketing, direct mail, paid social and other innovative mediums. * Grow Tacombi.com * Acquire new customers for Tacombi.com and convert users of 3P Apps to owned channels, increasing the percent of owned v. 3P * Improve the experience for customers using Tacombi.com and our app. Develop quantitative ways of measuring consumer satisfaction before and after changes. * Gather and leverage data fromtakumi.com and our app to drive business decisions. * Leverage data to gain leadership buy-in. * Develop a plan for to complete a better on the customer relationship and enhance the customer experience through digital transactions * Developing at the table system that enhances the customer experience, leveraging QR * codes or other * Work with cross functional partners in Taqueria operations and marketing to test other * points of digital connection with customers * Develop, build and manage Tacombi’s e-commerce and digital infrastructure and strategy to drive a seamless consumer experience. * Launch Vista Hermosa DTC site with retail products and unique to DTC innovation * Launch and manage Amazon business for Vista Hermosa * Launch DTC offering for Tacombi.com, potentially leveraging our Taquerias for fulfillment * Lead strategy and execution of all brand paid advertising on search and social platforms, including Facebook, Instagram, YouTube, and search engines. * Full P&L responsibility, including budget, hitting sales targets and maintaining bottom line targets. * Lead email marketing and customer lifecycle programs, including subscription acquisition, retention/reactivation programs and loyalty building communications across all digital channels. * Support creative production and planning with our internal brand and design teams by providing a constant feedback loop on performance and collaborating on new ideas to iterate and text messaging * Ensure proper collaboration between IT, Marketing, Creative and other cross-functional teams to deliver on eCommerce and Digital sales and performance objectives You should have: * An In-depth understanding of e-Commerce business models and how to drive e-commerce sales through innovative, effective and cost-efficient marketing/merchandising programs and strategies * Experience selecting and managing vendor partnerships * A consumer-centric mindset—you’ll learn the Tacombi consumer and make decisions through that lens * Proven ability to develop strategic plans independently while enlisting support cross-functionally * A partnership mentality—to work closely with marketing, design, sale sales and finance * Entrepreneurial and creative solution oriented mindset, with the ability to flex and help marketing and sales partners * You are: * Driven to make your work and the output of your team better each day * A self-starter with an entrepreneurial spirit, who is hungry for wins * An entrepreneur who takes ownership for results and how those results are achieved * A high achiever who is constantly striving to step up your game and learn new skills * One who takes initiative and demonstrates resourcefulness as a self-starter * Adaptable and ready for anything that comes your way; possessing strong critical thinking skills * Comfortable in a fast-paced environment where change is a constant * Driven, analytical and detail oriented * Passionate about collaborating cross-functionally to drive business change, even when it’s difficult * Flexible with ability to shift as priorities do * An “always on” sense of urgency; must be able and willing to work flexible hours and tackle needs as they arise * Genuine in your desire to help build bridges to Mexico, committing to authentically sharing the tradition and history of Mexico through great cuisine and hospitality. Why Tacombi: * We strive to build a culture driven by our values. * Adventure: You welcome the unknown and thrive in a growing environment * Fellowship: You love working with a team in service of one another and the community * Resourcefulness: You think creatively and get more done with less! * We care about our team members' health, wealth, and overall well-being. * Medical, dental and vision benefits for all full time employees * HSA/FSA available for pre-tax healthcare expenses * Retirement savings via a 401K * Pre-tax commuter benefits * We know that your quality of life matters. * Sick days * 10 company holidays * Vacation * While we ask all employees to join us in the HQ office (The Oficina), we allow for flexibility to match your working style and needs. * We want you to grow with us. * If you can help us find Tacombi talent, we’ll show our appreciation and reward you with a referral bonus. * Build your future along with ours. We invest in training and development to support team growth. * We love tacos. * Sharing authentic Mexican taco culture means knowing it. Eat tacos every day, on us!

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About the Team & Role: The Settlement Associate is responsible for clearance and settlement of various products in the US and International markets. Working knowledge of Equity, DTCC, NSCC, and back-office operation is a plus. Associate will work closely with other groups across Operations, Sec Lending, Trading ops and Compliance. The ideal candidate is a self-starter with exceptional attention to detail and the ability to work independently under tight deadlines. This role must be based at the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. What You’ll Do: • Daily clearance and settlement of Equity., • Ensure timely settlement of trades., • Instruct, monitor, and settle both free of payment and payment balance order., • Security master updates and corporate action processing., • Monitor and resolve suspense items and investigate position breaks, • Liaise with Middle Office to remediate any settlement issues., • Liaise with counterparties regarding unmatched trade instructions/details and escalate issues in a timely manner., • Support the business to process requests timely and efficiently., • Proactively mitigate risk by reviewing and improving procedures and processes., • Generate and save various settlements reports that must be distributed to various teams., • Understands and follows all Regulatory and Compliance guidelines., • Understanding of RegSHO 204 and 15C3 segregation rule is a plus., • Collaborate with IT to identify and implement improvement opportunities. What You Bring: • 2+ years of experience in Back Office (Clearing, Corporate Actions, Settlements, etc.), Banking, Brokerage, Financial, and/or Operations environment, • Bachelor’s Degree or equivalent experience in Finance, • Familiar with Financial Markets and instruments, specifically Equities and Options, • Knowledge of basic accounting principles, • Solid analytical and problem solving skills, • Great interpersonal skills, • Excellent communication skills (written and verbal), • Strong attention to detail, • Able to work with and coordinate with team members within the department as well as other areas of Operations, • Highly organized and able to prioritize multiple tasks with minimal overview, • Strong to moderate skills in Microsoft Excel (Able to create spreadsheets, write Macros, run Pivot Tables, Etc.), • Any prior experience in Corporate Actions, DTC settlements, Securities Lending and/or Account Transfers (ACATS) preferred What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $80,000 - $110,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job DescriptionWealthfront is seeking a licensed mortgage loan originator to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to work with existing Wealthfront clients providing excellent service and guiding them through the process with the support of our innovative technology and tools. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment. Responsibilties • Build rapport with clients to ensure we are identifying the solution that meets their needs., • Build rapport with buyer and seller agents to increase company market presence and ensure we are meeting local market demands and nuances, • Use technology to guide clients in obtaining mortgages by answering their questions, collecting necessary documents and verifying information., • Provide exceptional client service while advising on the purchase or refinance process., • Respond to potential inquiries from company-generated prospects., • Achieve or exceed sales goals and objectives., • Work closely with operations, compliance and technology teams to optimize the loan application and workflow., • Ensure that all loans originate in full compliance with federal and state regulations., • Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions., • Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and funExpertise, • Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work., • Strong working knowledge of state-specific licensing and registration requirements and use of the NMLS. Strong working knowledge of Federal and state regulations including TRID and HMDA., • Deep understanding of mortgage loan products and underwriting guidelines., • Self-driven with the ability to work independently and collaboratively., • Excellent organizational skills, able to set and meet deadlines in a high paced environment., • Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization., • Intellectually curious and interested in applying technology to enhance business processes., • Prior experience in wholesale and/or correspondent channels, • Excellent communication skills focusing on both internal and external communications, • Openness to adapting to industry changesRequirements, • 4+ years of mortgage origination experience, • Mortgage Loan Originator License, • Strong knowledge of Conventional Conforming and Jumbo guidelines, • Solid understanding of state and federal lending regulations • A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features., • A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions. Please review our candidate privacy notice. Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn’t provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services–which are not FDIC insured–are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details. By “award-winning products”, please refer to for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

Job Description About Us: The Community Preservation Corporation (CPC) believes stable and sustainable affordable housing is the foundation of strong communities and we strive to contribute to comprehensive neighborhood revitalization through our lending and partnerships. A nationally recognized leader in affordable housing finance, CPC has provided a consistent source of capital to underserved housing markets throughout New York State since our inception in 1974. Today, CPC stands as the largest CDFI solely committed to investing in multifamily housing, having invested more than $15 billion to finance the creation and preservation of more than 230,000 units of quality housing in neighborhoods across New York State and beyond. CPC has a robust construction lending platform, a mortgage bank, and equity and impact investment platforms that focus on our three goals: Expanding Affordable Housing, Closing the Racial Wealth Gap and Investing in the Green Economy. As a member of our team, you'll have the opportunity to work on impactful projects that make a real difference in people's lives. We're looking for talented individuals who are passionate about our mission and share our values of commitment, respect, excellence, accountability, and collaboration. Background: CPC’s Equity Investments platform invests CPC’s own capital into affordable, workforce, and transformational housing developments. Since 2017, our team has originated, acquired, and asset-managed a successful and diverse book of affordable housing investments—delivering strong mission-aligned and risk-appropriate returns. Our flexible investment thesis currently focuses on national opportunities around stabilized, cash-flowing properties, and our portfolio also includes funds and corporate capitalizations. We are currently exploring some new-construction opportunities. Role Summary: As part of the Equity Investments team, the AVP Asset & Investment Management acts as a strategic steward of CPC’s real estate investments, approaching each asset with an owner’s mindset. This role is responsible for identifying risks, uncovering opportunities, and driving performance across CPC’s equity portfolio. Collaborating closely with the VP and SVP, the AVP will help execute platform goals by monitoring asset performance, overseeing operating partners, and delivering high-quality reporting to internal and external stakeholders. While CPC is not typically the primary operating partner, we closely manage all of our investments and operating partners. This role requires a dynamic ability to analyze and oversee the development and operations of a real estate asset, the corporate operations of an operating partner, or the investment portfolio of a fund. What You’ll Do: This role creatively manages CPC’s Equity investment portfolio. The successful candidate will bring a positive, “get-it-done” attitude to all aspects of real estate development: • Lead investment oversight by monitoring performance, analyzing key indicators, and identifying risks and opportunities across CPC’s equity portfolio., • Drive capital events such as closings, dispositions, and refinancing, ensuring strategic alignment and financial optimization., • Conduct site visits and partner meetings to maintain strong relationships and ensure on-the-ground insight into asset performance., • Maintain and manage investment data systems, including tracking partner reporting and updating internal databases., • Develop and maintain financial models for valuation, scenario planning, and strategic decision-making across the portfolio., • Oversee budget and business plan review process for each asset; oversee short- and long-term financial projections of portfolio financial performance., • Monitor construction progress of multiple rehab and preservation assets., • Stay current on market trends and affordable housing dynamics through research, industry events, and competitive analysis., • Work collaboratively with the investment team on new deals, including providing market and portfolio data and assisting with due diligence; prepare presentations for internal and external stakeholders., • Represent the Equity Investment group on special projects and cross-departmental initiatives., • Offer input on asset management and investment team strategy and goals., • Communicate asset management progress, concerns, opportunities and issues to upper management and the Board (as needed)., • Identify operational opportunities and fresh ways to improve investments platforms. Perform other departmental duties, as requested. Skills and Experience: • Master’s degree and 5+ years of experience in real estate, urban planning, public administration, asset management, or business/finance is required. Alternative evidence of excellence in the field may be considered by CPC., • Demonstrated passion for affordable housing, community development, or impact investing., • Advanced Excel and financial modeling skills; able to build and analyze real estate proformas., • Strong writing and communication skills; able to distill complex data into clear, actionable insights., • Highly organized and detail-oriented; able to manage multiple priorities effectively., • Self-driven project manager who thrives both independently and in collaborative environments., • Preferred Skills:, • Experience with affordable housing financing, • Construction management, means and methods, or oversight, • Property managementWhat We Offer:, • Competitive compensation, • 401(k) retirement plans with employer match, • Medical, dental, and vision benefits for employees and their dependents, • Commuter benefits, • PTO for vacation, personal days, sick leave, holidays, jury duty, bereavement, parental leave, and disability, • Tuition assistance program, • Two “work from anywhere” weeks per year, • Summer Fridays, • Collaborative working spaces, • Service days to support our communities, • Employee development and engagement events, • More about our offerings and culture here This is a hybrid role where you will work from the Manhattan office two - three days a week. The salary range is $120,000 – $140,000, dependent on experience. The Community Preservation Corporation is an Equal Opportunity Employer and all employment-related decisions including recruitment, selection, evaluation, promotion, compensation, training and termination are made without regard to race, creed, color, national origin, sex, disability, marital status, status as a veteran, sexual orientation or gender identity, or any other protected status.

Job Description Who We Are: Click Therapeutics, Inc., develops, validates, and commercializes software as prescription medical treatments for people with unmet medical needs. As a leading innovator of Digital Therapeutics™, Click delivers accessible, clinically proven, FDA-regulated prescription treatments to the smartphone in your hand. Click's treatments are defined by a commitment to applying technical and scientific rigor and patient-centric design to the development process. This results in uniquely engaging experiences that achieve compelling clinical outcomes for patients seeking new treatment options. Click Therapeutics continuously expands and refines its platform with novel cognitive, behavioral and neuromodulatory mechanisms of action and advanced data-driven tools such as artificial intelligence and machine learning. The digital therapeutics under development on Click's platform address diverse areas of therapeutic need, including indications in psychiatry, neurology, oncology, immunology, and cardiometabolic diseases. Consistently named a best place to work, Click fosters an inclusive, diverse workforce of innovators, clinicians, scientists, researchers, designers, technologists, engineers and more, united in a common mission to provide patients everywhere access to safe and effective prescription digital therapeutics. For more information, visit and connect with us on LinkedIn. About the Role: We are seeking an experienced Senior Business Development Manager or Associate Business Development Director to join our team. This role will have a direct impact on extending the reach of the company's technology platform. The successful candidate will be expected to play a lead role in sourcing meaningful deal opportunities, structuring and negotiating business deals within a key set of therapeutic areas, and closing transactions that help fuel company growth. The ideal candidate has end-to-end deal experience and is a strategic, driven individual, adept at building relationships with external and internal stakeholders to achieve objectives. We are looking for an individual with a strong sense of initiative and a proven track record of securing new business. This position is based out of Click's headquarters located in Tribeca, NYC or out of our Industrious office located in Boston MA, at the center of one of the fastest-growing digital health communities. We have a hybrid working model that consists of at least 3 days in office each week. Responsibilities: • Build and manage a strong pipeline of deal opportunities that align with the strategic objectives of the company., • Lead end-to-end deal processes, including sourcing, cross-functional diligence, structuring terms and driving negotiations., • Identify and execute on creative opportunities to expand Click's partnering presence in the industry., • Contribute to broader business development strategy and direction beyond owned therapeutic areas., • Develop and maintain strong relationships with potential partners and industry stakeholders., • Represent Click at conferences, meetings and industry events., • Develop a deep understanding of the science underlying Click's mechanisms of action in owned therapeutic areas., • Bachelor's Degree Required., • A minimum of 7 years of experience in life sciences industry. Licensing experience within pharma / biotech industry strongly preferred. Investment banking and/or strategy experience also acceptable. International or cross-border experience a plus., • Strong grasp of the fundamentals of pharmaceutical drug discovery, development, and commercialization., • An ambitious self-starter with a strong drive for achieving results., • Track record of sourcing, negotiating, and closing partnerships with positive results., • Extensive network of healthcare industry contacts., • Ability to relate and work with wide range of colleagues across varied functions, experience levels and backgrounds (internally and externally) to achieve results., • Strong organizational and time management skills, ability to prioritize multiple assignments and meet all deadlines with minimal supervision and strong attention to detail., • Superior problem-solving ability with the ability to think critically, strategically and deliver results in a timely manner and at the highest level of excellence., • Superb writing and communication skills, with the ability to communicate persuasively with a diverse audience, including an executive-level audience. The base salary range for this position is between: $150,000 - $180,000. The final base salary will be dependent upon skills, experience and location. In addition to the base salary, Click Therapeutics offers an annual performance-based cash bonus and a generous equity package. Benefits: The role includes great benefits and is an excellent wealth-building opportunity at a fast-growing pre-IPO company in a nascent and extremely exciting space. Competitive Salary with Annual Review | Cash Bonus | Stock Options | 5% 401(k) matching | Medical | Dental | Vision | Life Insurance | Voluntary Benefits | Unlimited PTO | Uber One | Nectar Rewards | One Medical | Fertility Support | Fitness Reimbursement | Bike Membership | Professional Development Stipend | DoorDash and Catered Lunches | Parent Benefits | LinkedIn Learning | Gemini Enterprise Stack | Industrious Workspaces | Commuter Subsidies | Flexible Work Arrangement | Choice of Mac or Windows | Sponsored Company Events | Office Snacks and Beverages | Much More… Equal Employment Opportunity: Click Therapeutics is committed to equal opportunity in the terms and conditions of employment for all employees and job applicants without regard to race, color, religion, sex, sexual orientation, age, gender identity or gender expression, national origin, disability or veteran status. Click Therapeutics also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as employment eligibility verification requirements of the Immigration and Nationality Act. All applicants must have authorization to work for Click Therapeutics in the U.S. In certain circumstances it may be advantageous to Click Therapeutics to support the application(s) for temporary visa classification and/or sponsor applications for permanent residence so that a foreign national colleague can accept or remain in a work assignment in the U. S. For certain classes of temporary visas, the resulting work authorization may be specific to Click Therapeutics and the specific job and/or work site. Click Therapeutics may at its business discretion decide to or refrain from obtaining, maintaining and/or extending the temporary visa status and/or sponsoring a colleague for permanent residency and /or employment eligibility, considering factors such as availability of qualified U.S. workers and the colleague's long-term prospects for securing lawful permanent residence, among other reasons. Employment applicants requiring immigration sponsorship must disclose, when initial application for employment is made, whether or not they are legally authorized to work for Click Therapeutics in the U.S. and, if so, whether that authorization permits them to work in the job they seek. In no case should Click Therapeutics support of a colleague's temporary visa application or sponsorship of a colleague for permanent residence be construed to guarantee success of that application or amend or otherwise invalidate the "at-will" employment relationship between the colleague and Click Therapeutics. Recruitment Phishing Scams: Fake job advertisements and offers are increasingly appearing on the internet. If you have encountered a job posting or have been approached with a job offer that you suspect may be fraudulent, we strongly recommend you do not respond and report it to the Federal Trade Commission and the FBI at . Please be mindful of the following: * Click Therapeutics will only reach out to you through an "@clicktherapeutics.com" email address. * Other than your email address or telephone number, which you may provide via a job application portal, Click Therapeutics will never ask you to provide personally identifiable information about yourself (such as a Social Security Number or Driver's License Number) via a messaging application (like that used on the LinkedIn platform or Microsoft Teams). * Click Therapeutics will conduct interviews face-to-face over Zoom. * All job postings will be listed on the Click Therapeutics official career page.

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

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

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

Job Description Summary Vertical Relevance is looking for an AWS Security & Compliance Consultant, to join our team as a full-time employee in our work remotely. This person is responsible for the end-to-end planning, building, and deploying of software systems. He/she will be able to drive the programming of well-constructed, testable code. As an AWS Security & Compliance Consultant, you will implement technical solutions as part of a team for customer engagements. This role requires strong teamwork, communication, patience and organization skills needed to drive customer success. At Vertical Relevance we deliver with excellence through teamwork, automating everything, constantly learning and taking ownership for the outcomes our customers experience. Are you ready to join the team? Responsibilities * Help customers shape their journey to adopting the cloud and provide our customers with technical and strategic guidance on their “cloud journey”. * Consult, plan, design, and implement security solutions on the cloud customers * Design and automate security and compliance solutions * Become a deep technical resource that earns our customer's trust * Develop high-quality technical content such as automation tools, reference architectures, and white papers to help our customers build on the cloud * Innovate on behalf of customers and translate your thoughts into action yielding measurable results. * Support solution development by conveying customer needs and feedback as input to technology roadmaps. Share real world implementation challenges and recommend expansion of capabilities through enhanced and new offerings. * Assist with technical briefs that document solutions * Assist with reference architecture implementations * Support internal and external brand development through thought leadership: * Work with Marketing/Alliances to write blog posts * Work with Marketing/Alliances to develop internal case studies Qualifications * Professional experience architecting/operating automated Security & Compliance / DevSecOps solutions built on AWS * Experience in software/technology customer facing experience * You must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future. Sample Activities You’ll Do Creating a Self-Service Account Framework * Assist Customer with organizational hierarchy design and configuration templates * Assist Customer in the development of referenceable playbooks, supported by relevant code examples * Assist Customer in the development of sample runbooks to automate the implementation of AWS account setup and configuration * Account Framework - Developing an automated Continuous Delivery Pipeline framework that will be used to establish AWS Accounts to configured, tested infrastructure on AWS in a repeatable, reliable and secure manner eliminating the need for manual intervention. * Security Control Policies - Development of the Service Control Policies and account baselines associated with the Customer’s security and compliance requirements * Assist Customer with the development of a report and supporting sample code addressing the controls as part of the playbook Creating Security Threat Analytics and Dashboard Solutions * Creating a framework to automatically gather, transform and interpret security event data in AWS. * Selecting, defining, identifying security requirements and determine where: * Macie can be leveraged * GuardDuty can be leveraged * Inspector can be leveraged * Security Hub can be leveraged * Alternative security products can be leveraged * Codify the provisioning of security analytics and reporting workflow: * Implement Security Hub with in a central account with inputs from all accounts * Implement GuardDuty for global security events * Implement Macie for detection of sensitive data in 23 buckets * Develop AWS Config rules to enforce security configurations in CIS AWS Foundations standard * Implementing Inspector to gather findings from EC2 instances * Enable CloudTrail for monitoring API activity * Enable FlowLogs for VPC traffic Creating a Self-Service Compliance Framework * Selecting tools for building Policy-as-Code controls (preventative, detective, and responsive) * Development of referenceable playbooks, supported by relevant code examples for controls * Development of sample runbooks to automate the implementation of controls: * Policy Definition – Identification and documentation of Customer Policy in the form of specific statements that must be true about configuration of AWS resources * Policy-as-Code Development – Development of the logical tests associated with each of the policies established to be used to assert the configuration state of infrastructure on AWS in order to block a build in the pipeline, take automated reactive action, or alert on violations to the policy * Framework Development – A design allowing for the execution of logical tests against infrastructure code or running AWS infrastructure in order to assert the configuration state of infrastructure resources on AWS and block a build in the pipeline, take automated reactive action, or alert on violations to the policy * Development of a report and supporting sample code addressing the controls as part of the playbook Relevant Technical Tools * Primary Languages – Python, Java, Bash * Tooling, Services & Libraries – Jenkins, Gitlab, Terraform, Vault, Git, Splunk, OWASP, Trend Micro, Palo Alto, Fortify, Twistlock, Aqua Security Relevant AWS Services * AWS Infrastructure Scripting – CloudFormation, AWS CLI, AWS CDK * AWS Storage Services – S3 * AWS Compute Services – Lambda, EC2, EKS, ECS, ECR * AWS Networking Services – VPC, Route53, API Gateway, Direct Connect * AWS Developer Services – CodePipeline, CodeBuild, CodeCommit, CodeDeploy * AWS Management and Governance Services – Control Tower, Organizations, CloudWatch, Auto Scaling, Config, CloudTrail, Service Catalog, Systems Manager * AWS Security, Identity, Compliance Services – IAM, Inspector, KMS, Secrets Manager, Security Hub, Detective, GuardDuty, Macie, HSM, Certificate Manager, WAF & Shield, Firewall Manager, Detective * AWS Frameworks – Landing Zone The Company Vertical Relevance was founded to help business leaders drive value through the design and delivery of effective transformation programs across people, processes, and systems. Our mission is to help firms at any stage of their journey develop custom solutions for success and growth. We provide a full range of services from strategy and design through to implementation and training. Our collective industry expertise is our greatest asset - our professionals have an average of 20+ years’ experience within Financial Services, across Wealth Management, Asset Management, Insurance, and Banking. Within our Customer Experience practice, we add complementary industry expertise (technology and media) synergizing the most relevant and successful customer trends. We focus wholly on your success by first rigorously assessing your business and technology challenges, and then right-sizing solutions that provide a meaningful ROI. With our industry experts hitting the ground running and focusing on nimble, quality delivery, we can see rapid, tangible improvements with our clients in productivity and effectiveness. When it makes sense for your company, we leverage our product partnerships in the areas of CRM, Sales Acceleration, Predictive Analytics, Digital Knowledge Management, and Cloud Transformation. Vertical Relevance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Powered by JazzHR 5pdazStR44

Job DescriptionMarcus & Millichap, Inc. is looking for a Principal Product Manager to join our Information Technology team in a newly created leadership role. This is an exciting opportunity to take full ownership of the end-to-end lifecycle of digital products. You’ll work cross-functionally with engineering, design, marketing, and other stakeholders to define strategy and deliver innovative, user-centric software solutions that drive measurable business value and enhance customer satisfaction. The anticipated salary range for candidates who will work in Manhattan, NY is $200,000 - $250,000/annually plus bonus. The final salary offered to a successful candidate will be dependent on several factors that may include but are not limited to the type of experience within the industry, education, etc. Marcus & Millichap is a multi-state employer, and this salary range may not reflect positions that work in other states. Job Responsibilities: • Product Ownership: Define, prioritize, and maintain the product roadmap in alignment with business goals, user needs, and technical feasibility. Ensure roadmap visibility and alignment across all stakeholders., • Requirement Gathering - Internal: Conduct research, interviews, and analysis to gather insights and translate them into clear product requirements (PRDs, user stories, wireframes)., • Requirement Gathering - External: Conduct market research and analyze industry trends to inform product direction and identify opportunities., • Agile Leadership: Lead agile ceremonies (stand-ups, backlog grooming, sprint planning, retrospectives), ensuring cross-functional teams are aligned and delivering value. Promote agile best practices and continuous improvement., • Stakeholder Management: Collaborate closely with C-Suite leaders and the senior management team, including business, technical, and customer-facing functions to gather feedback and communicate product direction and outcomes. Build strong relationships to drive stakeholder engagement and alignment., • Metrics & Analysis: Use data to define KPIs, monitor performance, and identify opportunities for innovation, improvement, and optimization., • Go-to-Market Strategy: Partner with sales, operations, and support teams to successfully launch new features and products. Develop and execute comprehensive go-to-market plans to ensure adoption and impact., • Customer Advocacy: Champion the voice of the user throughout the development lifecycle to ensure the delivery of high-quality experiences., • Continual Improvement: Drive continual improvement within the Product Management department. Implement best practices, optimize processes, and foster a culture of excellence.Desired Skills & Experience:, • Bachelor’s degree in business, management or technology., • Experience: 10-15 years of experience in product management, with a proven track record of leading successful product teams and delivering impactful products., • Agile/Scrum: Strong knowledge of Agile/Scrum development methodologies. Experience in leading agile transformations is a plus., • Product-Led Growth: Demonstrated success implementing product-led growth strategies with measurable improvements to key metrics. Ability to drive growth through innovative product strategies., • Cross-Functional Collaboration: Strong business acumen with proven ability to work effectively with cross-functional teams and manage multiple priorities., • Leadership: Exceptional leadership and stakeholder management capabilities, with a talent for uniting teams and reconciling varied business interests., • Operational Excellence: Results-oriented and self-motivated, with a proven ability to lead through complexity and prioritize effectively in high-pressure environments., • Tools: Familiarity with tools like Jira and Confluence. Experience with other product management and collaboration tools is a plus., • Technical Background: Technical background or experience working closely with software engineers is preferred. Ability to understand and communicate technical concepts effectively., • Communication Skills: Exceptional oral and written communication skills with the ability to influence stakeholders at all levels. Strong presentation and negotiation skills. #LI-CT1Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, research, and advisory services available. Founded in 1971, Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with nearly 1,700 investment sales and financing professionals in 80+ offices throughout the United States and Canada. Marcus & Millichap closes more transactions than any other real estate investment brokerage firm nationwide. In 2024, the firm closed 7,836 transactions with a sales volume of approximately $49 billion. The firm has perfected a powerful property marketing system that integrates broker specialization by property type and market area; the industry’s most comprehensive investment research; a long-standing culture of information sharing; relationships with the largest pool of qualified investors; and state-of-the-art technology that matches buyers and sellers. Marcus & Millichap provides equal employment opportunities to all employees and applicants for employment without discrimination with regard to race, religious belief (including dress or grooming practices), color, sex, sex stereotype, pregnancy, childbirth or related medical conditions (including breast feeding), age, national origin, ancestry, sexual orientation, gender identification and expression, transgender status, physical or mental disability, medical condition, genetic characteristics, genetic information, family care, marital status, enrollment in any public assistance program, status as military, a veteran or qualified disabled veteran, status as an unpaid intern or volunteer, or any other classification protected by law. We also prohibit discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. In addition to federal law requirements, Marcus & Millichap complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. 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 Accounts Payable Specialist – Queens, NY Join a mid-sized real estate development & property management firm with a $100M+ portfolio and $200M+ large-scale projects in the pipeline. We're growing our Queens team and looking for an Accounts Payable Specialist to keep our financial operations running smoothly. Why You'll Love This Role * Be part of a financially strong, growing firm with long-term stability. * Work in a collaborative, supportive environment where your contributions matter. * Enjoy the balance of a hybrid schedule: 4 days in the office, 1 day remote. * Access a full suite of health and wealth benefits—including pet insurance and a generous 401(k) match. What You'll Do * Own the full AP cycle—from coding and approvals to timely payments. * Manage vendor invoices, expense reports, and rent payments across multiple properties. * Partner with property managers to confirm services and contractor invoices. * Reconcile vendor statements and resolve discrepancies quickly. * Assist with month-end close and financial reporting. What You Bring * 2–3 years of AP experience, ideally in property management. * Proficiency with Yardi, MRI, or similar systems (plus solid Excel skills). * Strong attention to detail and knack for solving discrepancies. * Clear communication skills and ability to juggle deadlines with ease. Perks & Benefits * Health: Medical, dental, vision, FSA, HSA, and pet insurance. * Wealth: Great pay + generous 401(k) match. * Growth: Tuition reimbursement, virtual courses, and wellness programs. * Balance: PTO, 8 holidays, hybrid work, and a fast-paced but fun culture. Region: Queens, NY

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Role We are hiring a Director, Sales Enablement to build and scale our sales training and onboarding program as we continue our rapid growth. In this role, you will design, implement, and manage enablement programs that get new Sales Directors, Sales Engineers, and other client facing team members fully ramped up on our product, sales process, and customer use cases. This is a highly cross-functional role working closely with Sales, Marketing, Operations, and the broader leadership team to ensure every rep is set up for success. At Arch you will: * Design and implement Arch’s sales onboarding and training program, tailored to both Account Executives and Sales Engineers * Own and track ramp metrics, ensuring new hires can confidently run their first solo customer meeting according to onboarding timelines * Create structured learning paths covering product knowledge, sales methodology, objection handling, competitive positioning, and the client experience * Develop and deliver engaging training content - live sessions, on-demand materials, assessments, and certifications * Partner with Sales Leadership to identify gaps in skills, knowledge, and process, and address them with targeted enablement initiatives * Continuously improve the onboarding experience based on feedback and results * Build a library of sales collateral, playbooks and talk tracks * Support ongoing enablement needs for tenured reps, including advanced training and refreshers * Act as a trusted partner to Sales, Marketing, and Product teams to ensure alignment on messaging, positioning, and product updates * Continuously iterate and update training as Arch product offerings evolve Reach out to us if you: * Have 5–7 years of experience in Sales Enablement, Sales Training, or a closely related role in a SaaS company (startup or scale-up experience a plus) * Have a proven track record building and delivering sales training programs that ramp sellers quickly and effectively * Are comfortable setting clear goals for rep readiness and owning metrics like time-to-first-meeting * Excel at breaking down complex concepts (like Arch’s platform and the alternative investments space) into clear, teachable content * Are energized by coaching and seeing others succeed * Have excellent facilitation and communication skills, both live and asynchronous * Thrive in a highly collaborative, cross-functional environment * Are proactive, organized, and able to manage multiple projects simultaneously * Demonstrated proficiency with CRM systems (Salesforce, Hubspot). Bonus points if you: * Have used Attention.io, Notion * Have experience in financial technology, wealth management, family offices, or alternative investments * Have supported sales teams selling to enterprise or strategic accounts * Are familiar with LMS (Learning Management System)platforms or enablement tools * Have experience developing sales certifications or assessments A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $140K - $180K

Job Description FIRM OVERVIEW BBR Partners is a boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. Our clients are comprised of the brightest minds in the financial and investing worlds, entrepreneurs, business owners, leaders, and influential families who entrust us with the holistic care of their fiscal well-being. The firm was founded in early 2000 and for over 20 years has nurtured our culture with talented people from diverse backgrounds who care about each other, our clients, and our collective communities. In our quest for continuous improvement, we strive to develop not only world class talent, but world class humans! POSITION OVERVIEW BBR Partners is seeking a Senior Full-Stack Software Engineer to play a key role in developing our modern application ecosystem with an API-first, product engineered architecture. Your work will directly support the growing needs of our advisory, operations, and research organizations. In this role, you will collaborate with business stakeholders, data teams, and other developers to design, build, and implement robust software solutions that meet both technical and operational requirements. You'll be designing and delivering modern, scalable systems in production, under live client constraints, while strategically decoupling legacy applications that power critical asset management capabilities (e.g. Client Reporting, Portfolio Management, Trading, and Operations). You'll work alongside a team of skilled Software Engineers to build API products, own end-to-end product modules, establish engineering standards, and expand engineering rigor across the team through this transformation. This role requires technical depth, pragmatic decision-making, and the ability to operate effectively with both engineers and business stakeholders in a high-trust, fast-moving environment. RESPONSIBILITIES • Design and Build: Full-stack applications and APIs to support portfolio management, trading, and operational workflows in conjunction with technical and business teams., • Modernize Under Constraints: Incrementally replace legacy functionality with maintainable, API-backed services—without breaking production or disrupting critical client workflows; implement feature flags, rollback strategies, and validation mechanisms to ensure zero regressions., • Architect Modern Solutions: Design and expand modern web applications while incorporating best practices, focusing on maintainability, scalability, performance, and correctness for complex investment domains (securities, accounts, mandates, performance, composites)., • Integrate with 3rd Party Systems: Develop APIs and integrations with third-party asset management platforms and data providers, including market data providers (FactSet, Bloomberg, Refinitiv), execution platforms, reporting tools (Seismic, d1g1t), and portfolio accounting systems (APX)., • Maintain Infrastructure: Deploy, configure, and manage Python (Django/FastAPI) and React applications across a hybrid environment (Linux/Windows, Docker, VMs) to ensure reliable deployment and uptime; instrument services with observability tooling (Datadog) and participate in on-call rotations., • Propagate Best Practices: Introduce and enforce unified standards, unit testing, CI/CD pipelines, version control workflows, secrets management, and other development best practices to improve the team's workflow and code quality., • Collaborate with Data Teams: Partner with data engineers on versioned data contracts (dbt + Snowflake) and service integration patterns to support decoupling applications from direct database dependencies., • Technical Expertise, • 6+ years of professional software engineering experience with significant full-stack ownership and production accountability., • Proven success modernizing legacy systems under production constraints - demonstrated experience sunsetting and replacing outdated software solutions with maintainable, scalable systems., • Python web frameworks: Deep, hands-on experience building scalable services using Django, Flask, or FastAPI in production environments., • React and TypeScript: Production experience delivering data-heavy, high-trust user interfaces for complex workflows., • Relational databases: Strong expertise modeling and querying relational data (PostgreSQL, SQL Server, MySQL) with attention to schema design, performance, referential integrity, and auditability., • Cloud and infrastructure: Hands-on experience with containers (Docker), CI/CD pipelines, secrets management, and runtime observability using Datadog, New Relic, or similar platforms., • Testing mindset: Demonstrated use of unit, integration, and E2E testing frameworks (pytest, vitest, Playwright, or equivalents)., • Domain Knowledge, • Financial services experience: Background developing or supporting systems for portfolio management, trading, risk management, or wealth management operations., • Investment data fluency: Familiarity with financial data providers (Bloomberg, FactSet, Refinitiv), common identifiers (FIGI, SEDOL, CUSIP), and third-party platforms (OMS/EMS, portfolio accounting systems like Advent APX or Geneva)., • Knowledge of financial instruments, market data, and investment workflows (performance attribution, composite construction, rebalancing, reconciliation)., • Professional Attributes, • Clear communication and product sense: Ability to collaborate effectively with both technical and non-technical stakeholders; translate business needs into technical solutions without over-engineering., • Bias for pragmatism: Track record of making well-reasoned tradeoffs, favoring readable code, small iterations, and sustainable progress over perfection., • Strong collaborator: Performs thoughtful code reviews, writes clear design feedback, pairs with teammates, and helps raise engineering standards through mentoring, knowledge sharing, and consistent follow-through on team practices., • Comfort with ambiguity: Able to work independently, prioritize effectively, and operate in a dynamic environment where requirements evolve and legacy constraints are real., • Development Practices, • Experience advancing SDLC maturity - version control (Git), branching strategies, pull request workflows, and automated testing/deployment., • Familiarity with API design (REST, OpenAPI/Swagger), versioning strategies, and backward compatibility., • Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment., • Competitive base salary and incentive compensation., • Company subsidized health, dental and vision insurance for employee, partner, and dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care., • Personalized development and career opportunities., • Flexible time off, paid parental leave, and opportunity for Sabbatical with company tenure., • Hybrid remote work environment, "Work from Anywhere" weeks, and casual dress. We value and seek diversity of thought and equity of representation. The environment at BBR is inclusive of all, collaborative and endlessly curious. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job DescriptionOverviewAt Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digital tools, a comprehensive knowledge center, and access to top financial professionals to confidently navigate life’s financial decisions. Our work not only reduces stress and improves productivity but transforms how people think about and manage their money. We’re not just another financial wellness platform. We are pioneering a revolution in how individuals make financial decisions—leveraging technology to create seamless, impactful, and life-changing experiences. At Addition Wealth, you’ll have the opportunity to solve complex challenges, push the boundaries of what’s possible, and create tools that truly make a difference. Our impact has been recognized globally. Backed by top fintech VCs including Barclays, Anthemis, and Nyca, Addition Wealth has been named one of Business Insider’s 54 Promising Fintech Companies to Watch, honored with UBS’ Female Founder Award 2023, and selected as a World Economic Forum Top Innovator. We’ve also been featured in Bloomberg, TechCrunch, Insider, Forbes, and other leading publications. Together, we’re building something extraordinary—and we’re just getting started. Addition is growing rapidly, and we’re hiring a Data Analyst. This individual will work closely with the founder and founding team to help identify big opportunities, execute, and will play a key role in the company’s growth. The right individual is smart, scrappy, and be ready to dive into whatever what needs to be done. As a critical member of our team, you will work directly with the executive team, as well as collaborate across product, design, engineering, and marketing teams to drive reporting and uncover key insights. We are looking for someone who is excited about our mission to make personalized financial expertise inclusive and accessible for all. Who You Are • 3–5 years of experience in a data-focused role within a fast-paced, analytical environment—consulting, investment banking, private equity, or a high-growth startup (preferably fintech)., • Deep understanding of business dynamics and comfort working cross-functionally to uncover insights that drive strategic decisions., • Strong analytical and problem-solving skills, with a proven ability to translate ambiguous questions into clear, data-driven narratives., • Self-starter who thrives in a dynamic, high-accountability environment and can work autonomously while collaborating effectively with diverse teams., • Experience designing, maintaining, and optimizing data models, dashboards, and reporting pipelines., • Excellent communication skills, capable of distilling complex data into actionable insights for technical and non-technical audiences alike., • Passionate about our mission to make personalized financial expertise more inclusive and accessible.What You’ll Do, • Own the end-to-end analytics process—from data collection and transformation to insight generation and visualization., • Partner with leadership across Product, Marketing, Partnerships, and Finance to identify key metrics, define success criteria, and measure business impact., • Design and maintain dashboards and reporting frameworks that empower teams to make faster, smarter decisions., • Build our reporting capabilities and support the enterprise in internal and external reporting needs., • Build and optimize ETL/ELT pipelines to ensure data reliability, scalability, and accuracy., • Conduct deep-dive analyses on user behavior, product performance, and revenue trends to surface opportunities for growth and efficiency., • Support executive decision-making with clear, data-backed recommendations and scenario modeling., • Collaborate with engineers to enhance data infrastructure and advocate for best practices in data management., • Help foster a data-driven culture across the organization through training, documentation, and knowledge sharing.Perks & Benefits, • Competitive salary, • 401(k) & Employer Match, • Work from anywhere, • Health insurance & wellness benefits, • Equity compensation, • Generous parental leave, • Unlimited vacation, • Company offsites, • Unlimited access to financial professionalsSalary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target salaries for the position across all US locations. Individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. The salary range reflects the base salary only. 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 We are seeking experienced Financial Advisors to expand our Wealth Management team. We are building a group of planning-based, independent, client-first Advisors who want to build their own brand with the support of a world-class Financial Services company at all AUM levels. We offer some of the highest net payouts in the industry, a robust and expanding product suite, individualized coaching, structured mentorship, and immersive, real-world experience in delivering impactful financial advice. As a Financial Advisor, you will: • Provide Comprehensive Financial Planning: Deliver holistic financial plans that integrate protection, accumulation, retirement, and estate planning strategies., • Develop and Implement Investment Strategies: Create and manage personalized investment solutions tailored to each client’s financial plan., • Acquire new clients through consistent outreach, networking, centers of influence, and referrals., • Deepen existing relationships through the introduction of additional products and services., • Collaborate with other team members and subject matter experts., • Pursue advanced designations (e.g., CFP®, ChFC®, CLU® to enhance client service and professional credibility., • Maintain all required licenses (Life/Health, Series 6/7, Series 63/65 or 66) and follow all firm, state, and regulatory guidelines. Qualifications:, • Bachelor's degree in finance or related field., • 5-7 years of experience., • SIE, Series 7, Series 63/65 or 66., • Life/Health Licenses., • Self-motivated., • Excellent people skills.About Company MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family.

Job Description About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role: We’re looking for an experienced Engineering Manager to join our growing team. You’ll play a critical role in building, delivering, and scaling Savvy’s product. This is a hands-on management position: you’ll lead a team of passionate product-focused engineers while also diving into projects, collaborating closely with product, design, and go-to-market teams. You’ll learn how our business works, what our financial advisors and valuable clients need from us, and connect your engineering team’s work directly to business impact. Responsibilities: * Drive execution & delivery: own technical project management, ensure projects are well scoped, deadlines are met, and quality is high. * Partner closely with our product and design teams to scope project feasibility and estimates. * Be a force multiplier: unblock engineers, help them grow, and maintain a high-performing culture that’s accountable to impact and delivery. * Lead & grow an engineering team (6+ direct reports), providing coaching, feedback, and career development, as well as managing performance, hiring, and when needed, making tough calls. * Wear multiple hats: step into product leadership when needed, meet with customers and prospects, and collaborate cross-functionally with sales, operations, compliance, and leadership. * Shape our engineering culture: help us scale from Series B to beyond, putting the right processes in place without heavy bureaucracy. Make sure your team feels empowered to deliver impact at high velocity. Must have: * 3+ years as an engineering manager at a mid-size, scaling startup (typically Series A–C), managing both technical execution and people (performance, hiring, firing). * Managed a team of at least 4-6+ engineers directly. * Background of 3+ years as a fullstack or backend engineer so that you are strong enough to dive into technical details, guide system design decisions, and mentor your team. * A delivery & execution-focused mindset, with clear awareness of your impact as an engineering leader. * Passion for enabling teams while holding them accountable for execution. * Experience on product-focused teams (shipping user-facing features) vs. solely infrastructure/platform teams. * Excited to grow with Savvy from Series B to later stages. Nice to have: * Experience leading hybrid teams (we are a mix of in-person + remote across NYC and LatAm time zones). * Fintech or other compliance-heavy industry experience. * Exposure to infrastructure, data, or related technical areas. * Interest in being a future founder. Savvy can expose you to incredible detail on how scaling businesses grow, operate, and break. Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Access to best in class medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * NYC office in the heart of Manhattan * Lunch, dinner, and snacks provided in the office * Parental leave coverage and support * Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care * Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) Compensation Range: $200K - $265K

Job Description Summary Vertical Relevance is looking for an AWS Data Consultant, to join our team as a full-time employee and work remotely. This person is responsible for the end-to-end planning, building, and deploying of software systems. He/she will be able to drive the programming of well-constructed, testable code. As an AWS Data Consultant, you will implement technical solutions as part of a team for customer engagements. This role requires strong teamwork, communication, patience and organization skills needed to drive customer success. At Vertical Relevance we deliver with excellence through teamwork, automating everything, constantly learning and taking ownership for the outcomes our customers experience. Are you ready to join the team? Responsibilities * Help customers shape their journey to adopting the cloud and provide our customers with technical and strategic guidance on their “cloud journey”. * Consult, plan, design, and implement Data solutions on the cloud customers * Design AWS Data Lake implementations * Design and Develop AWS Data Quality and Governance solutions * Become a deep technical resource that earns our customer's trust * Develop high-quality technical content such as automation tools, reference architectures, and white papers to help our customers build on the cloud * Innovate on behalf of customers and translate your thoughts into action yielding measurable results. * Support solution development by conveying customer needs and feedback as input to technology roadmaps. Share real world implementation challenges and recommend expansion of capabilities through enhanced and new offerings. * Assist with technical briefs that document solutions * Assist with reference architecture implementations * Support internal and external brand development through thought leadership: * Work with Marketing/Alliances to write blog posts * Work with Marketing/Alliances to develop internal case studies Qualifications * Professional experience architecting/operating Data / DevOps solutions built on AWS * Experience in software/technology customer facing experience * You must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future. Sample Activities You’ll Do AWS Data Architecture and Data Lake Implementation Assist Customer in building out a framework for data collection, data ingestion and catalog, data storage and data serving designed to optimize the efficiency in which information is accessed, curated, served and analyzed from up to two on-premises data sources. * Assist Customer with implementing Amazon Virtual Private Cloud (Amazon VPC), account, Amazon Simple Storage Service (Amazon S3) bucket strategy and capture impact for introducing critical data for a data lake. * Assist Customer with achieving modern big data lambda architecture, providing an environment for consumption and utilization of data coming from either batch or streaming sources. * Assist Customer with defining detailed data architecture including raw data, conformed, structured, enriched, and aggregated. * Provide Customer general best practices in building production quality data pipeline for ingestion, transformation and consumption to downstream applications through a serving layer. * Assist Customer with defining details to data catalog and data serving layer through application program interfaces (APIs) if required. * Provide Customer general best practices for Amazon S3 data storage approach. Build Ingestion and Orchestration Ingestion Based on Customer’s ingestion requirements provided. Assist Customer with building a reusable ingestion framework to onboard new data quickly based on one data source example. * Assist Customer with designing and building robust data ingestion solutions using monitoring, logging and alerting servicing with retry capabilities. * Assist Customer with server-less approaches where if applicable for the ingestion. * Assist Customer with building the framework for managing data updates to data stored in objects on Amazon S3. Orchestration Based on Customer’s ingestion, orchestration and operational requirements. Provide general best practices to Customer for implementing an extensible and supportable orchestration framework for onboarding data to a lambda architecture for a representative data source. * Advise Customer on leveraging AWS Services tools for data ingestion including Amazon Kinesis, Amazon EMR, AWS Lambda or other tool defined as part of the assessment. * Advise Customer on orchestration options on AWS Services including but not limited to AWS Glue, AWS Step Functions, AWS Batch, Amazon EMR, AWS Data Pipeline, AWS Lambda or other AWS native orchestration tooling. • Must Have: Apache Iceberg Sagemaker, SageMaker Lakehouse, SageMaker Catalog, Terraform, • Should Have: Athena, Redshift, EMR, Glue, DataBricks and/or Snowflake Assist Customer with building out the orchestration and state management processes to support data processing without data loss and exception and identify error handling. * Advise Customer on how the orchestration tooling will provide operational feedback to the support organizations in the event of a failure. Storage and Catalog Amazon S3 Data Storage Build Based on Customer’s usage requirements. Assist Customer with building the data lake storage approach for a representative data source. * Assist Customer with building data storage including buckets, prefixes, encryption, file types, partitioning. * Assist Customer with building automated data partition strategy. * Assist Customer with building Amazon S3 Bucket policies, logging and monitoring. * Assist Customer with building out data lifecycle management. * Assist Customer with building cross-region replication if required. Relevant Technical Tools * Primary Languages - Python * Tooling, Services & Libraries – Airflow, Kafka, Parquet, Spark, Metaflow, Git, Hadoop Relevant AWS Services * AWS Infrastructure Scripting – CloudFormation, AWS CLI, AWS CDK * AWS Storage Services – S3 * AWS Compute Services – Lambda, Batch * AWS Database Services – RDS, DynamoDB, Redshift, Aurora, Neptune * AWS Networking Services – VPC * AWS Management and Governance Services – CloudTrail, Service Catalog * AWS Analytics Services – Athena, EMR, Kinesis, Glue, Lake Formation, Data Pipeline * AWS Security, Identity, Compliance Services – IAM * AWS Application Integration Services – Step Functions The Company Vertical Relevance was founded to help business leaders drive value through the design and delivery of effective transformation programs across people, processes, and systems. Our mission is to help firms at any stage of their journey develop custom solutions for success and growth. We provide a full range of services from strategy and design through to implementation and training. Our collective industry expertise is our greatest asset - our professionals have an average of 20+ years’ experience within Financial Services, across Wealth Management, Asset Management, Insurance, and Banking. Within our Customer Experience practice, we add complementary industry expertise (technology and media) synergizing the most relevant and successful customer trends. We focus wholly on your success by first rigorously assessing your business and technology challenges, and then right-sizing solutions that provide a meaningful ROI. With our industry experts hitting the ground running and focusing on nimble, quality delivery, we can see rapid, tangible improvements with our clients in productivity and effectiveness. When it makes sense for your company, we leverage our product partnerships in the areas of CRM, Sales Acceleration, Predictive Analytics, Digital Knowledge Management, and Cloud Transformation. Vertical Relevance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Powered by JazzHR 3J5DX6K2pV

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. Account Manager We are looking for an Account Manager to nurture and expand our client relationships. As an Account Manager at Arch, you will be responsible for post-onboarding account management, ensuring clients receive the highest level of service and support. You'll be an early employee who can help shape and grow our company and the Account Management team as we expand and scale our reach to new users. Key Responsibilities: Your responsibilities will include: * Post-Onboarding Client Management * Conduct regular check-in meetings with clients to assess their needs and satisfaction. * Maintain comprehensive client records and notes in our CRM system. * Monitor client accounts for data quality issues and promptly address any discrepancies. * Provide training to end user groups to ensure deep product understanding and adoption. * Account Growth and Expansion * Identify opportunities for contract expansion across new feature sets and/or broader firm adoption. * Proactively identify and escalate client feature requests to the relevant teams. * Client Communication * Keep clients informed about product updates, enhancements, and new features. * Foster and maintain strong, long-term relationships with clients. Skills, Knowledge and Expertise Reach out to us if you: * Have a bachelor's degree in business, finance, or a related field. * Have 3+ years of experience managing client relationships. * Possess exceptional communication and interpersonal skills. * Posses strong problem-solving abilities and attention to detail. * Have the ability to work collaboratively in a fast-paced, dynamic environment. Bonus points if you: * Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s * Know SQL or want to learn * Have taken finance or accounting courses A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $85K - $130K

Job DescriptionAbout NYLAG: Founded in 1990, NYLAG is a leading civil legal services organization combating 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. NYLAG’s staff of over 400 impacted the lives of nearly 129,000 people last year. Job description NYLAG's Financial Empowerment and Advocacy Unit (FEAU) was established in 2009 and serves a wide range of clients. FEAU provides services at NYLAG’s office and community-based intake sites throughout New York City, Long Island, and Westchester, including via our work with the Office of Financial Empowerment, UJA Federation of NY, and the Human Resources Administration. The Supervising Financial counselor will oversee program operations including staff supervision, project management, strategic partnerships and lead reporting and special initiatives. This role includes supervision of Financial Educators working in NYC Public Schools (NYCPS) as part of the Youth Financial Empowerment Initiative, in partnership with the Department of Consumer and Worker Protection (DCWP). The Supervising Financial counselor may also provide financial counseling and coaching as needed. Duties and Responsibilities • Train, mentor, and supervise a team of 4-5 financial counselors., • Work alongside the leadership team of FEAU to identify areas of professional development and trainings to support learning and growth across the FEAU unit., • In partnership with the Director, oversee the development and implementation of a new project of financial educators embedded in schools systems to expand access to financial literacy, empowerment, and education for youth, their families, and school providers;, • Lead communications with project partners, districts and schools to meet performance goals, reporting requirements and timely attainment of deliverables for this project., • Build and maintain collaborative relationships with assigned districts and key stakeholders, including students, families, educators, school leadership, NYCPS central, and DCWP., • Strengthen strategic referral networks, including NYC Free Tax Prep, the Consumer Services Unit within DCWP’s General Counsel Division, and vetted legal service providers., • Identify and facilitate community partnerships that connect families to complementary services such as afterschool programs, DYCD’s Summer Youth Employment Program, ACS, HRA’s Office of Child Support Services, housing, food and health insurance assistance., • The Supervisor will work with the Director to identify and disseminate information regarding changes and trends in the field., • Provide mentorship, supervision, and coverage to ensure seamless delivery of services., • Work in partnership with other units and teams across NYLAGs, as well as volunteers and interns, to respond to intersecting needs that clients may face., • Engage in outreach, community events, and some one-to-one financial counseling services. Qualifications NYLAG seeks a highly motivated and organized financial counselor with either (i) a bachelor’s degree and a minimum of four (4) years of full-time work experience as a financial counselor, with preferred background in finance, financial education, counseling/coaching, or social service delivery; or (ii) six (6) to ten (10) years of full-time work experience in financial education, counseling/coaching, or social or youth service delivery and an additional year of supervisory or management experience overseeing financial counseling programs. Candidates must have successfully completed the NYC “Personal and Consumer Finance Training” or obtained an Accredited Financial Counselor Certification or a Certified Financial Planner Designation. In addition, successful candidates will have experience with reporting, project management and analysis, and demonstrated capacity in working independently. A commitment to ongoing learning and growth, for themselves and for the members of their team, is essential, including staying abreast of developments in the field and the political dynamics that affect our clients and communities. Demonstrated knowledge of the Financial Empowerment Centers (FEC) programs and proficiency in FEMS data tracking systems. 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: ☒ Managerial 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 $71,225 and $82,713. 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. Covid Vaccination Policy: Please note, to safeguard the health and well-being of our employees and clients, NYLAG requires all employees to be fully vaccinated for COVID-19, unless a medical or religious exemption is approved. This position involves working directly with youth and may include interaction with minors. As such, candidates must successfully pass a background check and meet all clearance requirements established by both the partner site and the New York City Department of Youth and Community Development (DYCD). 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 J7axgX5FIN

Job Description INTRODUCTION BRAVO is the partnering of Velocity Architectural and Engineering Services and Bradford Construction Corporation (WBE). The cooperative brings together some of the industry's most distinguished leaders and technical experts, united by their decades of experience modernizing vital infrastructure and iconic facilities throughout the New York metropolitan area. BRAVO delivers value to its clients by offering the full-breadth of architectural, engineering, and construction management services through an efficient organization that is structured to promote attentive client service, responsive project delivery, and quality. Through our offices in New York City and Newark, NJ, BRAVO's family of companies serve public and private clients covering a wide-range of markets, including education, government, transportation, healthcare, industrial, power, and water. WHY BRAVO? At BRAVO, you will find a wealth of opportunities to create the career you've always imagined. We support, encourage, and empower our people by providing an environment where everyone has an opportunity to succeed. BRAVO brings amazing people together to make amazing things happen. We're a diverse collective of thinkers and doers, committed to remaining client-focused, agile, responsive, and accountable to our valued clients and the communities we serve. BRAVO offers excellent benefits including: • 401(k), • ACCIDENT INSURANCE, • COMMUTER BENEFITS, • COMPETITIVE SALARY, • EMPLOYEE ASSISTANCE PROGRAM, • LIFE INSURANCE, • MEDICAL, DENTAL AND VISION INSURANCE, • REIMBURSEMENT OF PROFESSIONAL MEMBERSHIPS AND LICENSES Location: 42 W 39th Street, 10th Floor, New York, NY 10018 Job Type: Full Time Onsite, Monday - Friday (8:30AM-5:15PM) Job Description: BRAVO Group is seeking an Accounts Payable and General Ledger Specialist who thrives in a fast-paced, dynamic environment. This role will work directly with our Finance Manager and broader accounting team, and will manage Accounts Payable processing while supporting the team with a variety of general ledger and accounting functions. We are looking for a diligent self-starter who is highly organized, detail-oriented, and an effective communicator. Roles & Responsibilities: • Manage all Accounts Payable processing, including operational expenses and sub-consultant payments, • Assist with general ledger and month-end functions, including processing journal entries, generating analytics reports, and related tasks, • Coordinate with external vendors, • Review invoices for accuracy and request revisions when necessary, • Maintain all physical and virtual files in an organized, up-to-date manner, • Strong proficiency in Microsoft Excel, Word, and accounting software, • Basic understanding of construction accounting principles, project budgeting, and cost tracking, • Excellent organizational and time management skills, with the ability to manage multiple tasks, • Strong attention to detail and accuracy in financial reporting

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That's where you come in. DESCRIPTION We're looking for a strategic and data-driven Senior GTM Operations & Strategy Manager to partner with the GTM team (Pre-Sale, Post Sale) as well as Finance, Product and Customer Support, to design, optimize, and execute our go-to-market engine. This role blends operational excellence with strategic data driven thinking to ensure our teams are aligned, productive, and hitting revenue targets. You will own key GTM initiatives — from capacity planning to process design, Quota and incentive design as well as leading the forecast approach ensuring decisions are based on data and grounded in scalable best practices. This role reports directly to the VP Revenue Operations. RESPONSIBILITIES Data Insights • Identify, define and structure metric and data inputs that will help drive revenue generation in pre-sale as well as post sale, • Review, analyze and challenge data collected regarding the GTM operations, you raise and explore hypothesis to optimize GTM productivity, • Work closely with the data team to provide insights to GTM leaders., • Identify gaps in data collected and processes used by GTM, and collaborate with Pre-Sale and Post Sale Revenue Operations team members to drive changes to implement such processes changes., • Identify gaps in Pontera's product that impact GTM productivity, and work with the Product organization to drive removal of such gaps, • Analyze funnel metrics across the buyer journey to identify pipeline health levels, gaps and opportunities, • Lead the challenging of the forecasting model and process to drive improved, accurate and quick forecast process, • Collaborate with Finance, GTM Leadership and other Revenue Operations team members to challenge existing segmentation, and develop GTM strategy related to segmentation and channel strategy, • Translate high-level company strategy into actionable, measurable GTM plansREQUIREMENTS, • 8-10 years of experience in GTM strategy, revenue operations, or management consulting with GTM focus, • Strong analytical skills; expert in Excel/Sheets and proficient using BI tools (Looker, Tableau, etc.), • Experience with Salesforce CRM and GTM tools (Marketo, Gong, etc.)., • Proven ability to drive cross-functional alignment in a fast-paced environment., • Exceptional communication skills, both written and verbal., • Strategic thinker who's also comfortable rolling up their sleeves to execute., • Experience in SaaS or high-growth tech companies, • High level of financial modeling and forecasting, • Familiarity with the wealth management industry - a plusWHAT WE OFFER, • Compensation: Annual Base Salary of $175,000-$200,000, • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry, • Team Culture: A collegial, collaborative, fun work environment with frequent team events, • Equity: All new hires are eligible for equity grant participation, • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options, • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor, • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy, • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!), • Food Perks: Fully stocked kitchen & lunch reimbursement program