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Job Description Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series C funding round brought our total investment to over $170 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 6 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Your Role: We are seeking a highly skilled Senior Software Engineer to join our Risk and Margin Team. This team is responsible for designing and maintaining the critical infrastructure that powers our trading systems – from order routing and execution engines to market connectivity and real-time risk controls. You will work closely with traders, quants, and other engineers to deliver high-performance, reliable, and scalable trading platforms. This role is ideal for someone who thrives in high-stakes, low-latency environments, has strong systems-level engineering experience, and enjoys tackling performance bottlenecks and large-scale distributed systems problems. Key Responsibilities: • Design and implement high-performance trading infrastructure, including order management systems, execution gateways, and market data distribution., • Optimize low-latency systems for throughput, determinism, and fault tolerance., • Integrate with global exchanges, brokers, and ECNs, ensuring robust FIX/FAST/OUCH/ITCH connectivity., • Build real-time risk checks and margin controls aligned with compliance requirements., • Develop and maintain core libraries, APIs, and frameworks used across trading desks., • Collaborate with quants and traders to prototype and productionize new strategies., • Monitor, debug, and optimize production systems to ensure high availability and rapid recovery., • Mentor junior engineers and set engineering standards for code quality, testing, and deployment.Qualifications:, • Bachelor's or Master's degree in Computer Science, Engineering, or related field., • 7+ years of software engineering experience, with at least 3 years in trading, fintech, or high-performance systems., • Strong programming skills in Go, C++, or Java; Python experience., • Deep understanding of operating systems, networking, and concurrency., • Proven experience in low-latency optimization and performance tuning., • Familiarity with FIX, OUCH, ITCH, or other trading protocols., • Experience building distributed, fault-tolerant systems., • Solid knowledge of databases, caching, and messaging systems (Postgres, Redis, Kafka, RabbitMQ, etc.)., • Strong problem-solving skills, attention to detail, and ability to work under pressure.Preferred Skills:, • Experience with equities, derivatives, or FX trading systems., • Knowledge of cloud, containerization, and orchestration tools (Kubernetes, Docker)., • Experience with observability stacks (Prometheus, Grafana, ELK)., • Contributions to open-source projects in systems programming or infrastructure.How We Take Care of You:, • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500 Recruitment Privacy Policy

Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the New York City/Metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the NY/Metro market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

Job Description Harrison Gray Search is proud to partner with a revolutionary financial institution that combines the expertise of seasoned advisors with cutting-edge technology to provide a comprehensive, personalized wealth management experience. About Our Client: They are a rapidly expanding, technology-focused wealth management firm committed to delivering a modern, client-centric financial planning experience. By integrating seasoned financial advisors with advanced technology, they provide personalized, comprehensive solutions to help clients reach their financial objectives. Their leadership team brings extensive expertise from the wealth management, fintech, and technology industries, positioning the firm at the forefront of innovation. Supported by top-tier investors, they are dedicated to equipping advisors with the tools and resources necessary to build and scale successful practices. Joining this organization means becoming part of a dynamic, forward-thinking team that prioritizes collaboration, excellence, and a commitment to reshaping the future of wealth management. For ambitious professionals passionate about client success, they offer a unique opportunity to grow a practice with cutting-edge support and minimal administrative burdens. About the Role: As a Senior Financial Advisor, you will have the autonomy to build and expand your client relationships while leveraging best-in-class technology to enhance efficiency and service. Their platform enables you to focus on what matters most—guiding clients toward financial success—without being weighed down by administrative burdens. Your primary responsibilities will include identifying prospective clients, demonstrating the unique advantages of the platform, and providing expert financial advice. With a strong foundation of operational support and advanced prospecting tools, you will be well-positioned to grow your book of business and deliver exceptional client experiences. RESPONSIBILITIES • Turn prospects into clients and clients into raving fans, • Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients, • Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals REQUIREMENTS • Proven track record of success in acquiring new wealth management relationships, • Consistently demonstrated ambition, drive, and grit, • Expert, current knowledge of investment products and services across personal finance, • Ability to convey financial advice with empathy, understanding, humility, and confidence, • Passion for building a better personal finance experience, • Series 65 or equivalent; clean U4, • Existing transferable Client Base PREFERRED QUALIFICATIONS • CFA or CFP certification Transitions: Our client makes bringing over your existing client base a seamless experience. They’ll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, they’ll hold your hand every step of the way to ensure a smooth transition for your practice and your clients. Compensation: Their compensation plan is designed to attract and reward the best with top-of-the-industry payouts and equity. This opportunity is fully remote within the United States.

Job Description About BetaNXT: BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. We are seeking a motivated and ambitious Summer Intern to join our Software Engineering team supporting our Cost Basis and Tax Reporting business vertical this summer. This internship offers a unique opportunity to gain hands-on experience, collaborate with a dynamic engineering team, and contribute to meaningful projects. You’ll work in a supportive, innovative environment, making a real impact on our products and the customers we serve. Duties and Responsibilities of the Intern, Software Engineering: • Consume product requirements and acceptance criteria and produce a tech plan for implementation., • Contribute to code changes that enhance our products offerings., • Collaborate with team members to brainstorm and implement creative solutions., • Assist in performing thorough testing and debugging of software to ensure flawless functionality., • Participate in code reviews, sharing insights and learning from peers., • Currently pursuing a degree in Engineering, Computer Science, or a related field., • A natural curiosity and passion for asking insightful questions to deepen your understanding., • Eagerness to propose creative ideas and solutions to challenges., • Familiarity with programming languages and frameworks such as NodeJS, Spring and Hibernate as well as core Java, Bash and PL/SQL., • Basic understanding of REST API Microservices., • Knowledge of basic Linux/Unix commands, • Pay for this position with be $25/hour, • The intern will be located in our NYC, NY office on a hybrid schedule. The intern must live within commutable distance to the office and provide own housing. A housing stipend or relocation assistance will not be offered., • The duration of our program is10 weeks, beginning on Wednesday, May 27, 2026, • Candidates must be enrolled full-time in an undergraduate course of study and be a rising senior (senior commencing Fall 2026) with a minimum GPA of 3.3 and be eligible to work in the US

Job Description 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 PARK PLACE FINANCE Park Place Finance is a fast-growing, nationwide private lender specializing in non-owner-occupied residential fix-and-flips, ground-up construction, and DSCR loans. But what truly sets us apart is how we do it.. You’ll find a team that rallies together, celebrates wins, and keeps raising the bar. With a focus on health, wealth, and professional development, we’re not just funding deals — we’re building careers & long-lasting relationships. POSITION OVERVIEW We are looking for a detail-oriented, analytical Construction Underwriter II to join our operations team. This individual will play a key role in the evolution of our Multi-Family and Mixed-Use construction department. The candidate for this role should have a minimum of 3 years experience in the direct underwriting and credit analysis for construction lending. A Bachelor’s degree in Finance, Urban Development, Construction Management, Civil Engineering, or Risk Management is a plus. Evaluation of pro formas, construction budgets, and stabilization NOI (Net Operating Income) projections. Analysis of multi-layered risk based on audited financials, net worth, liquidity, portfolio performance, project feasibility cash-flow and debt coverage will be required. Our full suite of Business Purpose Loans also includes Residential Transitional Loans (RTL), DSCR (non-consumer), Bridge, Ground-Up Construction, and Portfolio products. Responsibilities will include analysis of multi-layered risk based on audited financials, net worth, liquidity, portfolio performance, project feasibility, cash-flow, and debt coverage. Assessment of collateral using both cost and income approaches along with complex entity structures, and construction team evaluation (license, bonding, insurance compliance, plans, permits, construction contract - GMP or fixed-price preferred). RESPONSIBILITIES • Perform complete risk assessments (borrower, market, collateral, and construction)., • Prepare comprehensive credit memos summarizing all findings., • Recommend loan structure to mitigate identified risks., • Coordinate third-party reports (appraisal, environmental, cost review)., • Underwrite Bridge, Renovation, Ground-Up Construction, and DSCR loans in accordance with company guidelines and investor overlays, as needed., • Analyze construction budgets, scopes of work, and project timelines to ensure feasibility of projects., • Maintain clear, actionable documentation supporting all underwriting decisions, • Apply judgment on exceptions and propose well-supported decisions for approval, counteroffer, or decline., • Partner with originators, processors, and leadership to ensure smooth file flow and pipeline efficiency. KNOWLEDGE, SKILLS, & ABILITIES Required: • 3+ years of underwriting experience in Multi-Unit and Multi-use residential construction., • Familiarity with entity structures (LLCs, Corporations, Trusts)., • Strong analytical, critical thinking, and problem-solving abilities., • High attention to detail and a risk-management mindset., • Excellent written and verbal communication skills., • Experience with Loan Origination Systems (e.g., LendingWise, Encompass, Salesforce, or custom LOS platforms). WHY JOIN PARK PLACE FINANCE? At Park Place Finance, we invest just as much in our people as we do in our borrowers. If you're ready to accelerate your career in a collaborative, fast-paced environment where performance and innovation are celebrated — this is where you belong. • Competitive Compensation Package, • 100% Company-Paid Health Insurance (Medical, Dental & Vision), • Retirement Plan with 4% Company Match, • Entrepreneurial Culture with a Focus on Growth & Excellence, • Opportunities to Expand Skillset Across Multiple Loan Products

Job Description Feldspar & Flint LLC is a NYC metro-based Talent Consulting firm that specializes in operational strategy across core business functions. Join a nationally recognized wealth management firm with a strong reputation and proven platform for growth. We are seeking experienced Financial Advisors (2–10 years) with an established book of business who want to maximize income potential while providing exceptional client service. This is an opportunity to transition to a trusted brand with robust resources, competitive payouts, and a client-first culture. Responsibilities • Manage and grow your existing book of business while acquiring new clients., • Deliver comprehensive financial planning and investment strategies tailored to client goals., • Leverage firm resources, technology, and marketing support to enhance client experience., • Maintain compliance with regulatory standards and firm policies., • 2–10 years of experience as a Financial Advisor., • Existing book of business with transferable client relationships., • FINRA Series 7 and 66 (or equivalent) licenses required., • Strong communication and relationship management skills., • Entrepreneurial mindset with a focus on growth and client success.

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 Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower individuals and families to make informed decisions to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to identify, cultivate, and manage relationships with high-net-worth individuals and families, providing them with customized insurance solutions tailored to their unique needs. You will leverage World’s expansive resources to offer white-glove service and comprehensive risk management strategies. Primary Responsibilities * Identify, prospect, and develop new business opportunities within the high-net-worth and private client space. * Cultivate and maintain relationships with affluent individuals, family offices, wealth managers, and centers of influence. * Provide expert guidance on complex personal insurance needs, including homeowners, auto, collections, umbrella liability, watercraft, aviation, and other specialized policies. * Utilize World’s broad platform to offer a holistic approach to risk management, integrating solutions across personal lines, commercial lines, employee benefits, and financial services. * Deliver a high-touch client experience, ensuring proactive policy reviews, personalized coverage recommendations, and ongoing risk assessments. * Collaborate with World’s Private Client team and carrier partners to design tailored insurance programs. * Track all sales activities in HubSpot and leverage CRM tools to maximize efficiency and client engagement. Qualifications * Proven experience in personal lines insurance, with a strong focus on high-net-worth/private client solutions. * Deep understanding of affluent clientele and their unique risk management needs. * Ability to cultivate relationships and act as a trusted advisor to clients. * Strong knowledge of personal insurance products, markets, and underwriting guidelines for high-value assets. * Active Property & Casualty insurance license required. * Experience with agency management software such as AMS360, Epic, and sales CRM tools like HubSpot is preferred. * Demonstrated ability to build and present customized risk management solutions. Compensation As a Personal Lines Private Client Advisor, your compensation is directly tied to your effort and performance. We offer a competitive base salary plus commissions, along with a full suite of employee benefits, including an immediately vested 401(k) match. The base salary range for this role is $60,000 to $200,000+, depending on experience and revenue generation capabilities. Your base salary will grow as your book of business expands, offering significant earning potential. Equal Employment Workforce and Workplace World celebrates and supports diversity among its employees. We are an equal opportunity employer, dedicated to fostering an inclusive workplace regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We also provide reasonable accommodations for applicants and employees with disabilities. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered World’s property, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting World’s Human Resources Talent Department first. Join World Insurance Associates and help protect what matters most to high-net-worth clients through personalized, sophisticated risk management solutions #LI-CM1 Powered by JazzHR z63aFIb0ZD

Job DescriptionSalary: 130,000-135,000 Altfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice and manage existing client relationships. We place the client at the core of everything we do. This role is ideal for someone who values a fee-only based approach, which replaces commissions with the clients best interest. About the Role Serve as the first point of contact for a number of the firms clients. Drive clients financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans. Review a clients current investments and objectives and provide a custom portfolio within the firms guidelines. Opportunity to specialize in a technical area including but not limited to: • Investments: participate on the firms investment committee and cover a segment of the investment universe., • Financial Planning: option to specialize in one area of financial planning serving as the firms internal subject matter expert., • Business Development: Work cross-departmentally to drive business strategies. Responsibilities • Serve as the first point of contact for a number of the firms clients., • Drive clients financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans., • Review a clients current investments and objectives and provide a custom portfolio within the firms guidelines., • Opportunity to specialize in a technical area including but not limited to:, • Investments: participate on the firms investment committee and cover a segment of the investment universe., • Financial Planning: option to specialize in one area of financial planning serving as the firms internal subject matter expert., • Business Development: Work cross-departmentally to drive business strategies. Qualifications • 5+ years of experience in Wealth Management with a demonstrated ability to manage client relationships, fee-only is a plus!, • CFP, • Bachelors degree from an accredited university, • Passion for fee-only Financial Planning and Wealth Management, • Exceptional written and verbal communication skills, including the ability to simplify difficult financial concepts to educate a less experienced audience, • Detail-oriented and highly organized, • Self-starter with an entrepreneurial mindset, • Team player and collaborative, • Of the highest integrity, • Maintain a client-first mentality Required Skills Altfest Personal Wealth Management requires all employees to be fully vaccinated for COVID-19. To be fully vaccinated, employees must obtain the first dose of a two-dose vaccine or obtain one dose of a single vaccine. Pay range and compensation package Compensation Range: $130,000- $135,000 base (excluding potential incentives) commensurate with experience. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA and Generous 401(k) match and Traditional and Roth 401(k). We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law. The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future.Crains New York Businessranked Altfest Personal Wealth Management as aBest Place to Work in NYC in 2020, 2022 and 2023. Named by InvestmentNews as abest place to work for Financial Advisors in 2024!

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $90,000 - $100,000 Responsibilities: • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client, • Expand Client Base: Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer., • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance., • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance., • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry., • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations., • Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions.Qualifications:, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport., • Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship., • Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions., • Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives., • Education: a bachelor's degree in finance, business, economics, or a related field is preferred., • Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus.About Company Strategies for Wealth is a full-service financial planning firm with offices in Manhattan, Rye Brook, and throughout New England. With 90 years of experience, we help clients build wealth and protect against factors like taxes and inflation. As we expand, we’re seeking a motivated entry-level financial advisor to join our team. We prioritize a collaborative work culture and offer extensive training and mentorship to help new advisors succeed in the financial services industry.

Job Description REGISTERED FINANCIAL ADVISORS – HUDSON VALLEY, NY and Tri-State Area (NY/NJ) Applicants must hold active FINRA licenses (SIE, Series 7, and Series 66 or 63/65). CFP A REAL PLUS. If you do not have these licenses, please do not apply. $DOLLAR POTENTIAL STRONG SIX FIGURES. Locations: • HUDSON VALLEY, NY, • New Windsor, NY, • Poughkeepsie, NY, • TRI-STATE AREA NY/NJ, • Red Bank, NJ, • Bronx, NY, • New York, NY (Manhattan) COMPENSATION: DOE (Depending on Experience) — LUCRATIVE PACKAGES TO BE DISCUSSED DIRECTLY WITH THE EMPLOYER. ADVANCES, LOANS, SIGN ON ALL POSSIBLE. 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)., • CFP A REAL PLUS, • 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., • 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.

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $50,000 - $75,000 at plan earnings Responsibilities: • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Developing relationships with clients (both existing and prospective), • Gathering client information and using that information to build robust financial plans, • Helping clients prepare for their retirement, • Preparing and reviewing investment portfolio recommendationsQualifications:, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed You: • Are a self-starter, • Have an entrepreneurial mindset, • Are a customer service champion, • Are an engaging and compelling communicator and negotiator, • Are a problem solver, • Are a Lifelong student seeking continued education and professional development, • Are a critical thinker, • Have prior sales experience and/or enjoy networking and seeking new clients, • Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent We: • Provide a framework to help you attain all licensing and education needed to progress through the career, • Support your learning through joint work and a team environment, • Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry, • Provide a roadmap for your success with our experienced team of leaders Learn more about this exciting opportunity. The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents, and may be eligible for paid leave. About Company Prudential Advisors is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. Prudential Advisors is an Employer that participates in E-Verify.

Job Description VISUALHOUSE is an international creative agency focused on creating compelling brand stories for architecture, design, and the built environment. We work worldwide with leading architects, developers, and designers on landmark projects. Each project is unique, and to each, we bring passion and expertise with our multidisciplinary creative teams skilled in 3D visualization, still imagery, film, and animation, as well as branding and interactive. Together, these disciplines form a cohesive and creative vision to produce compelling brand narratives for our clients. We have studios in New York, London and Barcelona. We are currently looking for a Senior Creative Project Manager / Account Director to join our growing creative team to produce exceptionally high-quality branding and marketing materials, working on both client and internal projects. This is a fantastic opportunity to gain a wealth of experience. In addition, we are committed to the training and nurturing of talent and staff development. Our studio is an exciting and collaborative space where we promote and encourage creative and innovative thinking. Your Role at VisualHouse This role is based in New York and works closely with the Head of Creative and Project Director to lead client relationships, oversee project delivery, and guide internal teams. The Senior Creative Project Manager / Account Director will act as a trusted strategic partner to clients and an expert internal leader—owning accounts from kickoff through delivery while ensuring excellence at every stage. This individual will serve as the primary day-to-day contact for all Creative clients, responsible for managing communication, capturing notes, preparing action plans, and maintaining clear, timely correspondence. Internally, they will be the central point of coordination for the Creative team—overseeing workflow, schedules, briefs, and deliverables to ensure projects are delivered on time, on budget, and to the highest standard. What You'll Own Client Leadership & Strategic Partnership • Act as the primary client contact across assigned accounts, building trusted, long-term relationships, • Lead meetings, capture notes, define next steps, and maintain clear, proactive communication, • Serve as a strategic advisor — balancing client ambition with practical execution, • Own projects end-to-end across branding, digital, and real estate marketing deliverables, • Plan and manage daily, weekly, and start-to-finish project schedules, • Write clear, thoughtful creative briefs that align vision, strategy, and execution, • Organize files, documentation, and deliverables to ensure clarity and continuity, • Track project performance against timelines, budgets, and scope, • Monitor team utilization and resourcing to support efficiency and sustainability, • Proactively identify risks and course-correct before issues escalate, • Set the standard for client management, communication, and delivery excellence, • Manage project budgets in collaboration with leadership, • Assist in scoping new work — aligning budget, team, and timeline from the outsetContribute to proposals, pitches, and RFPs with strategic and operational insightWhat You’ll Bring, • 7+ years of experience in a creative agency, real estate, architecture, or design-led environment, • Proven experience leading complex projects and managing multiple client accounts, • Highly organized, detail-driven, and comfortable owning outcomes, • Strong writing and communication skills with confidence navigating clients, teams, and stakeholders, • Deep interest in design, branding, architecture, and real estate, • Proficiency in Asana, Monday.com, or similar project management tools, • Procificeny in Google Workspace (Sheets, Docs, Slides, etc), • Experience in Adobe Creative Cloud or Figma a bonus, • Proficiency in English; additional languages a bonus, • Working knowledge of budgeting, spreadsheets, scopes of work, and contracts This role has a clear trajectory toward Director-level leadership. As the business grows, this position will evolve to include broader oversight across accounts, team leadership, process development, and strategic client relationships — shaping how Visualhouse delivers work at scale. What We Offer • Competitive salary, • Generous holiday allowance, • Regular team outings and studio socials, • Monthly wellness budget to support physical and mental wellbeing, • Ongoing training, development, and progression opportunities, • A collaborative, creative studio environment with international exposure

Job Description SR ASSOCIATE – ANALYTICS ENGINEER, CLIENT INTELLIGENCE 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 25 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 an Analytics Engineer to join our Client Intelligence team. This role will design and build scalable data infrastructure that powers client reporting and analytics for our Advisory business. You'll work at the intersection of data engineering and business requirements, building pipelines, APIs, and automation that deliver sophisticated client insights at scale. Reporting to our Head of Client Intelligence, you'll collaborate closely with our Data Engineering and Software Development teams to leverage shared platform capabilities while owning the technical solutions specific to client deliverables. This is a high-impact role with direct visibility into the ways we serve our clients. RESPONSIBILITIES Analytics Engineering • Design and build data pipelines using Airflow and dbt to automate client reporting processes, • Develop API wrappers and services for client-specific data access and configuration management, • Build and maintain derived datasets, metrics, and aggregations for client portfolio analytics, • Collaborate with our core Data team to consume canonical APIs and datasets from various Cloud platforms, • Implement data quality checks and validation frameworks for client-facing deliverables, • Partner with our Software Development team to build highly tailored applications to drive analytics, • Translate Advisory team requirements into technical specifications and scalable solutions, • Design allocation and mapping frameworks that allow for top-level and drill-down analysis across custom domains., • Develop client-facing metrics and analytics using Python and Jupyter notebooks, • Support ad-hoc analysis requests from Advisory team when needed, • Integrate with third-party SaaS platforms (including Seismic) to deliver client materials, • Establish patterns and best practices for maintainable, scalable client reporting solutions Technical Skills • 3-5+ years of experience building production data pipelines and automation, • Strong proficiency in Python for data engineering and analysis, • Experience with modern orchestration frameworks (Airflow strongly preferred), • Advanced SQL skills and experience with data transformation tools (dbt strongly preferred), • Familiarity consuming data via API (REST) endpoints, • Familiarity with cloud data warehouses (Snowflake preferred), • Experience integrating with or configuring enterprise SaaS platforms, • Background in financial services, wealth management, or client-facing analytics, • Experience with BI/visualization platforms (Power-BI, Tableau), • 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.

Job Description Administrative Assistant/ Front Desk Bedford-Stuyvesant Restoration Corporation, founded in 1967, is the nation’s first community development corporation nestled in the heart of Central Brooklyn in Bed-Stuy. Located at Restoration Plaza, a 300,000 square foot commercial complex that offers a mix of retail, dining, recreation and entertainment, this historic organization is steeped in its mission to close the racial wealth gap. We provide direct services across an economic mobility platform centered on workforce development, affordable housing/homeownership, community revitalization, small business development and arts and culture to 60,000 people annually About the Role The Administrative Assistant / Front Desk position serves as the first point of contact for clients and visitors to the Center for Personal Financial Health (CPFH). CPFH advances economic stability and wealth-building through three core program areas: Care Coordination, Financial Inclusion, and Workforce Development, as a part of the Program Department. This role is critical to ensuring a welcoming, organized, and well-coordinated front-of-house experience. The Administrative Assistant/ Front Desk provides administrative support across all CPFH programs, supports intake and triage, manages scheduling and front desk operations, and helps ensure smooth daily office functionality. The position reports directly to the Senior Director of Program Operations, works closely with CPFH leadership and program staff across programs. Key Responsibilities: Front Desk & Client Engagement * Serve as the first point of contact for all clients and visitors, providing a warm welcome and overview of CPFH services. * Answer phones, respond to inquiries, route calls appropriately, take messages, and check voicemail daily. * Schedule first-time and follow-up appointments, including reminder and confirmation calls. * Assign participants to appropriate staff, track no-shows, and reschedule appointments as needed. * Conduct follow-up outreach via phone or email to thank participants and share upcoming events and survey clients on their experience. Administrative & Program Support * Provide administrative support across CPFH programs, including Care Coordination, Financial Inclusion, Workforce Development, Tax Preparation, and Operations. * Maintain daily sign-in sheets, electronic intake trackers, and internal touch-point logs. * Order and manage office supplies for all CPFH programs * Maintain and update bulletin boards and program materials. * Support file maintenance, document shredding, and basic record-keeping. Assist with event support and outreach activities held on the Restoration Plaza campus. Operational Support * Open and close CPFH offices daily. * Maintain office readiness and organization during business hours (Monday–Friday, 9:00 AM–5:00 PM). Other * Perform additional duties as assigned to support CPFH operations and organizational needs. What you bring to the role: * Bachelor’s degree with at least 1 year of social service experience or High school diploma/equivalency with 1+ year of social service or customer service experience. * Experience working in fast-paced, high-volume environments. * Knowledge of community resources and experience working with underserved populations. * Strong written and verbal communication skills. * Excellent organizational, documentation, and time-management skills. * Ability to work independently with professionalism, discretion, and strong boundaries. * Commitment to confidentiality and ethical standards. * Cultural sensitivity and experience working with diverse communities. * Proficiency with Google Workspace, Microsoft Word, and calendar systems. * Experience with data systems and intake or tracking platforms preferred. Salary Range: $21.97-$23.07 What We Offer: Health, dental, and vision coverage; 12 paid holidays; 4 weeks PTO; paid sick leave; 403(b); commuter benefits; employee assistance program; employee discounts; and additional leave benefits. Application Process: Please include a resume and cover letter outlining your interests and qualifications when applying for this position. (may include other requirements, e.g writing samples, graphic design samples, etc.) Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. Bedford Stuyvesant Restoration Corporation, its board members, President & CEO, executives and employees are committed to providing equal employment opportunities for all persons regardless of race, creed, color, national origin, sex, ethnicity, gender identity or expression, religion, source of income, sexual orientation, age, disability status, marital status, citizenship status, familial status, military status, domestic violence victim status, predisposing genetic characteristics, employment status, arrest or conviction record or any other characteristic protected by federal, state or local law. Equal employment opportunities extend to all aspects of the employment relationship, including hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms and conditions of employment. Anti-Nepotism Policy: Bedford Stuyvesant Restoration Corporation is committed to a policy of employment and advancement based on qualifications and merit and does not discriminate in favor of or in opposition to the employment of relatives.

Job Description IT Support Technician Bedford-Stuyvesant Restoration Corporation, founded in 1967, is the nation’s first community development corporation nestled in the heart of Central Brooklyn in Bed-Stuy. Located at Restoration Plaza, a 300,000 square foot commercial complex that offers a mix of retail, dining, recreation and entertainment, this historic organization is steeped in its mission to close the racial wealth gap. We provide direct services across an economic mobility platform centered on workforce development, affordable housing/homeownership, community revitalization, small business development and arts and culture to 60,000 people annually. About the Role The IT Support Technician reports to the IT Manager and provides comprehensive technical support across the organization. This role ensures smooth operation of IT systems, supports users with troubleshooting, maintains infrastructure, and manages the organization’s web presence of Bedford Stuyvesant Restoration. Acting as frontline IT support, the position handles day-to-day technical issues, escalates complex problems to senior staff, and contributes to projects that enhance system performance, reliability, and digital engagement. Key Responsibilities ● User & Technical Support ○ Respond to help desk tickets and service requests promptly. ○ Diagnose and resolve hardware, software, and network issues. ○ Provide timely and patient technical guidance to staff explaining technical concepts to non-technical users and escalate advanced issues to the IT manager. ○ Maintain a detailed trouble log of support requests and resolutions. ● System & Network Maintenance ○ Support daily operations of servers, workstations, and network devices. ○ Install, configure, and update hardware/software (PCs, laptops, printers, VOIP telephones, mobile devices, firewalls, routers). ○ Monitor backups, internet access, and system security. ○ Maintain LAN/WAN infrastructure and assist with configuration management. ○ Reorganize and document cabling, racks, and patch panels. ● Web Management ○ Maintain, update content, and optimize the organization’s website for performance, security, and usability. ○ Manage hosting environments, DNS records, SSL certificates, and domain renewals. ○ Oversee CMS platform (WordPress) and ensure proper functionality. ○ Integrate third-party tools (CRM, fundraising platforms, analytics, payment gateways). ○ Track website traffic and performance using analytics tools; provide reports on engagement and conversions. ○ Optimize site structure and content for SEO best practices. ● Collaboration & Projects ○ Assist in planning and implementing upgrades to improve system capacity, speed, and reliability. ○ Provide coverage for IT staff ○ Support cloud-based server initiatives and emerging technology projects. ○ Collaborate with communications/marketing teams to publish timely web updates and campaigns. ○ Research and implement emerging technologies (AI-driven chatbots/tools, automation tools, etc.). ● Specialized Support ○ Configure and support Google Workspace, Microsoft Suite, and enterprise applications (e.g., Financial Edge, Raiser’s Edge). ○ Troubleshoot VOIP systems, audio/video equipment, and lab computers. ○ Act as backup for website, email, and domain-related issues. ○ Support installation and troubleshooting of A/V equipment (LED TVs, projectors, etc.). ○ Perform hardware replacements (hard drives, RAM, motherboards). What you bring to the role ● Bachelor’s degree in Computer Science, Information Systems, or equivalent experience. ● Strong troubleshooting skills in large corporate network environments. ● Knowledge of LAN/WAN, TCP/IP, network topology, and client-server access. ● Proficiency with Windows, macOS, and common enterprise applications. ● Experience with CMS platforms and web development languages are a plus (HTML, CSS, JavaScript). ● Understanding of SEO, analytics, and accessibility standards. ● Ability to learn new technologies quickly and independently. ● Strong communication skills with attention to detail and documentation. ● Ability to work under pressure, manage multiple priorities, and meet deadlines. ● Team-oriented with excellent collaboration skills. ● Experience with firewalls, web technologies, and system security. Benefits (Full time) Health/medical, dental and vision coverage, 12 paid holidays, a generous PTO bank of 4 weeks, paid sick leave, employee discount program, 403B retirement plan, employee assistance program, commuter benefits programs, and other forms of leave and benefits. Hourly Range: $30.22 Application Process: Please include a resume and cover letter outlining your interests and qualifications when applying for this position. I have reviewed the job description as outlined above and understand that I am responsible for all duties as outlined and other tasks as may be assigned. I understand that if I need accommodations to perform the essential functions of my job that I must contact my supervisor or Human Resources as soon as possible to begin an interactive process. By signing this offer letter, I acknowledge receipt of the job description and accept the job offer. Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. Bedford Stuyvesant Restoration Corporation, its board members, President & CEO, executives and employees are committed to providing equal employment opportunities for all persons regardless of race, creed, color, national origin, sex, ethnicity, gender identity or expression, religion, source of income, sexual orientation, age, disability status, marital status, citizenship status, familial status, military status, domestic violence victim status, predisposing genetic characteristics, employment status, arrest or conviction record or any other characteristic protected by federal, state or local law. Equal employment opportunities extend to all aspects of the employment relationship, including hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms and conditions of employment. Anti-Nepotism Policy: Bedford Stuyvesant Restoration Corporation is committed to a policy of employment and advancement based on qualifications and merit and does not discriminate in favor of or in opposition to the employment of relatives.

Job Description Tax Partner- High Net Worth RESPONSIBILITIES: • Ensure timely and accurate tax compliance for individual, fiduciary, and related entity tax filings while mitigating risks., • Develop and foster close relationships with clients and their advisors, providing exceptional service throughout the year., • Identify opportunities for value added services for clients, including tax efficiencies, estate and gift planning and other related matters., • Lead a team of tax professionals, fostering a culture of excellence, professional growth, and client service., • Identify and pursue new business opportunities. QUALIFICATIONS: • CPA required., • 8+ years of experience specializing in HNW tax advisory, with leadership experience., • Deep knowledge of federal and state tax laws, estate and gift tax regulations, and wealth transfer strategies., • Strong business development skills with a track record of growing and managing a book of business., • Exceptional client relationship management and communication skills. This role is open to lower level candidates that are looking for the partner path. Competitive annual salary in the range of $175,000 to $400,000+, based on individual’s experience level. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job DescriptionThuma is seeking a proactive Retail Associate to join our team in the SoHo neighborhood of New York City. Reporting directly to the Store Manager, the Retail Associate will exhibit an inviting, elevated, confident and friendly attitude whilst delivering a best-in-class customer experience as part of our New York City store team.Key Responsibilities: • Provide exceptional customer experience, ensuring every guest receives warm, personalized service., • Maintain the store’s visual identity within brand guidelines through merchandising and stock replenishment, • Showcase excellent product and brand knowledge, • Work collaboratively to achieve daily goals and contribute to the overall success of the store., • Operate all systems seamlessly, including POS, inventory management, and clienteling platforms., • Serve as a Thuma Brand Ambassador, • Build and nurture client relationships, • Support the ecommerce customer experience team by responding to customer service emails when needed., • Step into the cafe when needed, taking orders and serving customers with precision and care., • Support Management on back-of-house operations, • Maintain store appearance and cleanliness on a daily basis, • Other activities and functions to facilitate store success as necessary. What You’ll Need:, • This job requires availability to work flexible hours including weekends and occasional holidays., • This job requires the ability to work in-person at the Thuma Flagship Store in NYC, • 1-2 years of experience in Retail, • A proven record in delivering excellent customer service within a similar retail environment, • Keen attention to detail, • A proactive and motivated individual with the ability to take initiative, • Proficiency in Microsoft Office; experience with Shopify, NetSuite and Gladly is a plus., • Ability to be mobile on the sales floor for extended periods. Who We AreThuma is a modern design company specializing in furniture and home goods. We believe simplicity is the ultimate luxury. That the details matter. And that good design is good hospitality. We recognize that people come with a wealth of knowledge and are talented beyond the scope of a functional role. If this sounds like you, we encourage you to apply even if your experience doesn’t precisely match our job description. We hire for integrity, initiative, collaborative spirit, open mindedness, and willingness to learn. Thuma is dedicated to going above and beyond to bring people with diverse perspectives and unique experiences together to do great work. We strive to create a sense of belonging by creating an inclusive culture where everyone can be their authentic self and by treating each and every team member with kindness, equity, and respect, always.

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 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 Description$ 88,000 to $ 100,000 per annum The GSM Solutions at Home of The New Jewish Home is seeking a full time Account Executive to join our team. This position will sit in Waters Place, Bronx NY. This role involves a combination of remote work, field work, and on site office time as needed at Waters Place, Bronx NY. The Account Executive will be responsible for driving client and revenue growth for our Private Pay Geriatric Care Management, Home Health Aide Services, and our Certified Home Health Agency. This individual will also be responsible for creating strategic partnerships among current and new referral sources, both with targeted external referral sources and within The New Jewish Home system. Reporting Responsibilities: This position will report directly to the Assistant Vice President of Home Care Programs with a dotted line to the Senior Vice President of Business Development General Duties and Responsibilities: · Drive admissions to the enhanced Solutions at Home (Private Pay) service line for The New Jewish Home, to include clients interested in private pay geriatric care management services, home health aide, and CHHA services. · Collaborate with the Assistant Vice President of Home Care Services to develop and implement growth strategies that enhance the Solutions at Home program. · Build The New Jewish Home brand awareness to increase portfolio and market presence through alignment with major referral networks and upstream health providers. · Responsible for developing and maintaining relationships and driving private pay admissions with external referral sources such as health systems, physician organizations and ACOs, post-acute care networks, concierge and high volume physician groups, area agencies for the elderly, faith-based organizations, property management companies, elder law attorneys and financial/wealth advisors. · Drive partnership and acquisition efforts, increasing patient admissions, profitability and new opportunities for Solutions at Home (Private Pay Services) business expansion. · Serve as a liaison for operational and quality issues · Assist in maintaining up-to-date information on overall market trends and competitors including pricing, census, product information, and current market strategies as it relates to products/services under consideration. · Promote The New Jewish Home in both an intra-organizational level as well as with external organizations via committee work, networking and liaison activities, to build all Solutions at Home services. · Maintain professional competency through participation in independent intra- or external agency learning experiences. Attend and participate in community based meetings and conferences appropriate to the needs and development of Solutions at Home services. · Partner with the Senior Vice President of Business Development to drive strategic growth improvements to the program and across the organization. · Demonstrates a high degree of commitment to customer service and quality clinical practice Qualifications: · Three to five years of business development experience, or marketing/sales required. Healthcare sales and marketing experience is a must. · Proven record of new account development, with a preferred history of success in the development of private pay generating accounts. · A willingness to work within a team environment. · Demonstrates a passion for serving the elderly and meeting the health and wellness needs of this population · Possesses an entrepreneurial orientation and a desire to build a growth business for a new venture within a larger organization · Possesses persuasive communication skills, impeccable customer service skills, and flexibility to adapt to different business environments. · Prior home health sales and knowledge of New York Metropolitan area required. · Knowledge of specialty aging care services for the elderly such as Alzheimer’s/Dementia and Palliative within the home health care arena a plus. Age Related Skills and Competencies: · Able to satisfactorily deal with the adult and elderly population. Physical Demands: · Ability to walk in order to visit with clients, as needed Additional Requirements: · Must have reliable transportation and be willing to travel to Manhattan, Brooklyn, Bronx; Queens; Westchester & Nassau Counties · Willing to represent the New Jewish Home at networking and sales functions outside of normal working hours, as needed

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

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

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

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

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

Job Description Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series C funding round brought our total investment to over $170 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 6 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Your Role: We're looking for an experienced Director of Strategic Finance to help lead FP&A strategy, support capital planning, and partner with executives across Product, Revenue, Operations, and Engineering as Alpaca scales globally. In this role, you will own forecasting, strategic planning, revenue analytics, and long-term financial modelling. You'll play a critical part in shaping Alpaca's future—from product monetization strategies to international expansion and go-to-market optimization. This person will sit at the intersection of finance, strategy, and execution, serving as a key thought partner to the CFO and leadership team. Things You Get To Do: • Own the FP&A cadence, including financial forecasting, long-range planning, budget cycles, and variance analysis., • Partner with Product and Revenue teams to model and evaluate pricing, monetization strategy, and new product economics., • Develop scalable frameworks to evaluate new revenue streams, partner tiers, margin efficiency, and customer contribution economics., • Build and maintain dashboards and forecasting models that support executive decisions., • Work closely with Accounting and FinOps to ensure accurate reporting, operational discipline, and business model visibility., • Lead performance tracking: NRR, take rate trends, margin profiles, CAC payback, LTV, product-level P&L., • Serve as a key strategist in global expansion financial frameworks, including cost modelling, entity ramp, and regulatory capital assumptions., • 7–10+ years of experience in Strategic Finance, FP&A, investment banking, consulting, or similar roles., • Management experience leading high-performing finance teams, including hiring, development, and delegation., • Strong business acumen with a deep understanding of financial modelling, unit economics, forecasting, and revenue analytics., • Experience operating in fintech, brokerage, trading, payments, or financial infrastructure., • Ability to partner cross-functionally and influence senior leadership and product decision-making., • Excellent communication skills with the ability to translate complex financial topics to non-finance stakeholders., • Demonstrated ability to thrive in fast-paced, ambiguous environments and build scalable frameworks from scratch., • Exceptional modelling skills, including the ability to build, maintain, and improve complex financial models with clarity, accuracy, and automation in mind. Who You Might Be (Nice-to-Haves): • Experience at a global, high-growth, or pre-IPO technology company., • Experience with SQL, Metabase, Looker, and large dataset analysis is a plus., • Experience with embedded finance, clearing models, or custody operations.How We Take Care of You:, • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500 Recruitment Privacy Policy

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

Job DescriptionDescriptionDominate the New York Private Aviation Market with Silver Air Are you a top-tier sales professional in New York, ready to seize the next big opportunity in private aviation? Silver Air Private Jets is expanding aggressively, and we’re on the hunt for sales powerhouses who can thrive in this high-stakes environment. If you’re driven by the challenge of building lasting relationships with high-net-worth clients, closing deals on industry-leading products, and being part of a company that rewards innovation and excellence, then we want you on our team.New York is a battlefield, and at Silver Air, we equip our Private Jet Advisors with the tools to dominate. We don’t just sell flights; we offer an elite, unparalleled luxury experience that commands attention from the city’s most influential and affluent clients. Here’s why Silver Air should be your next move: • Exclusive Flight Club: Our Flight Club is an invitation-only membership designed for the city’s power players. As a PJA, you’ll be in the driver’s seat, selling this exclusive membership that offers seamless, hassle-free access to private jet services. This is your chance to be the go-to advisor for New York’s elite., • Unrivaled Aircraft Management: Our aircraft management services are unmatched in the market. With a reputation for transparency, efficiency, and a customer-first approach, you’ll have the competitive edge needed to close deals in a city where clients demand nothing but the best. With top certifications from leading auditing firms, Silver Air is the name that stands for safety, trust, and premium service in private aviation., • Sell Exclusivity: Represent our Flight Club membership, an elite product that simplifies travel and elevates the private jet experience for New York’s most powerful clients. You’ll be the face of a brand that delivers unparalleled luxury and service., • Command the Market: With our aircraft management solutions, you’ll offer jet owners a program that sets the standard for transparency, security, and efficiency. In a market as competitive as New York, this is your ticket to success., • Maximize Your Earnings: We offer a commission structure that’s as aggressive as you are. In New York’s high-octane market, your success will be rewarded with industry-leading compensation. This is where your hard work pays off, big time., • Leverage Elite Networks: Gain exclusive access to strategic partnerships with luxury brands and high-end clubs, giving you direct connections to the city’s wealthiest and most influential individuals. Your network will be your most powerful tool in expanding your reach and closing major deals. As a Private Jet Advisor, you're not just a salesperson; you're a top-tier dealmaker with the connections, drive, and expertise to dominate the private aviation market. You have a proven track record of skyrocketing revenue growth and optimizing sales operations. To be successful, you need: • Unmatched Relationship Skills: You have a sharp instinct for building and sustaining high-value relationships with High Net Worth Individuals, particularly in sectors like luxury automotive, wealth management, and high-end real estate. You understand their needs and how to deliver unmatched value., • Expert Industry Knowledge: With 10+ years of hands-on Part 135 sales and sales operations experience, you've mastered the art of closing big deals and managing a lucrative book of business worth $10-20 million. You’re not just experienced; you’re a heavy hitter who knows how to bring in serious revenue.WHAT YOU’LL LEAD: Your mission is clear: dominate the market by leading aggressive, results-driven initiatives: • Strategic Domination: Develop and execute a bold charter marketing strategy that doesn’t just follow industry trends but sets them. You’re here to lead, not follow., • Executive Partnership: Collaborate directly with executives to shape and propel our charter services to the forefront of the industry. Your insights will be pivotal in steering the company toward unparalleled success., • High-Stakes Sales: Push the envelope in selling charter block-time products, using your deep industry knowledge and elite network to outpace the competition and crush your targets., • Sales Mastery: Proven track record in high-stakes sales, particularly in the luxury or private aviation industry, with a focus on managing and closing large deals in competitive markets like New York., • Relationship Building: Exceptional ability to build and maintain strong relationships with High Net Worth Individuals, understanding their unique needs and delivering tailored solutions that exceed expectations., • Industry Knowledge: In-depth knowledge of Part 135 operations, private jet services, and luxury lifestyle offerings. Experience working with clients in related sectors such as luxury automotive, wealth management, and high-end real estate is highly desirable., • Strategic Marketing: Expertise in developing and executing aggressive marketing strategies that align with industry trends and drive significant revenue growth., • Networking Excellence: Ability to leverage and expand elite networks, building connections that lead to high-value sales opportunities., • Negotiation & Closing Skills: Strong negotiation skills with the ability to close deals effectively, ensuring client satisfaction while maximizing revenue., • Analytical Thinking: Ability to analyze market trends, client needs, and sales data to inform strategic decisions and optimize sales performance., • Unlimited PTO for full-time Team Members, • Fully paid health insurance coverage for you and your family (full-time Team Members), • Generous personal development and employee assistance programs, • Top-of-the-line equipment (Apple, Microsoft, Dell, Lenovo, etc.), • Flexible leadership team, • You have the flexibility to make your own hours while earning commissions., • Pet insurance, • 401k/Roth with a 5% match on day one of hire., • HSA, FSA, and dependent care savings accounts

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

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

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

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

Job Description 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: We are looking for a motivated and detail-oriented Operations Intern to join our team for an unpaid three month internship. This is an excellent opportunity for students with a data science or technical background to gain real-world experience in a dynamic and collaborative environment. What You’ll Learn: • Understanding the process of securities lending and borrowing, contract compare and reconciliation, corporate action, mark to market, and regulatory requirements. Liaise with the trading desk, custodians, and external brokers to ensure operational efficiency., • Applying Excel and third party systems in real-world business processes to solve problems and improve workflows., • Understanding how compliance and regulatory requirements impact daily operations and decision-making., • Collaborating with various team members across the Operations department in a rotational structure, allowing you to gain exposure to multiple functions and operational processes., • Supporting daily operational workflow with a strong focus on account verification and data integrity. Requirements What You Bring: • A student or recent graduate with a background in Finance, Economics, or a related field., • Familiarity with Excel (VLOOKUP and Pivot Tables), • Strong attention to detail and a proactive, solutions-oriented mindset., • Interest in learning about financial operations and how broker-dealers work., • Strong organizational and analytical skills., • A proactive, can-do attitude with a willingness to learn. Benefits • Gain firsthand knowledge of the security lending operations of a broker-dealer, • Enhance your proficiency in Excel and third party systems, • Learn about compliance and regulatory requirements, • Develop strong cross-functional communication skills, • Familiarize with financial transactions process

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

Job Description Title of Position: Income Building Specialist/Employment and Education Specialist FLSA Status: Non-Exempt Department: Social Services Reports to: Manager, Income Building and Director, Income Building Positions Reporting to the Position: None Purpose of the Position Salary: $27.55 per hour The Income Building Specialist (IBS) is responsible for providing employment services, ranging from job preparation to retention, for Win clients. In collaboration with local job training and placement agencies, this individual will partner with clients to obtain competitive employment opportunities in New York City. The Income Building Specialist will promote and provide resources to meet clients’ educational and financial objectives. Responsibilities: -Provide individualized employment assistance to clients, including interviewing techniques, résumé writing, job applications, and other employment services. -Develop and maintain relationships with potential and existing employers. -Assist clients in exploring employment opportunities to secure and maintain gainful employment. -Collaborate in the planning and execution of special events including job fairs organized by Win. -Refer clients to training programs based on client’s goals and experience. -Ensure linkages with the New York State Department of Education, vocational training, and educational programs for Win clients. -Access clients’ educational goals (i.e. obtaining High School Equivalency Diploma or College Diploma) -Recruit clients for on-site Computer Skills and Job Readiness Training Program. -Provide one-on-one and group financial literacy sessions and wealth creation workshops to promote financial independence. -Document all client work in confidential electronic record. -Commit to using evidence-based practices (EBP), Motivational Interviewing (MI), Trauma Informed Care (TIC), family-centered case management, and boundary setting. -Attend shelter meetings, agency-wide meetings, and staff training (on site and off site) as directed by the manager. -Collaborate with all transitional housing departments, including Case Managers, Client Care Coordinators, and Housing Coordinators to ensure that income building goals, metrics, and best practices are met. -Perform other related job duties as assigned. Essential Functions: -Must be able to ascend/descend stairs in the assigned building. -Must be able to escort clients to appointments and events using public transportation. Qualifications: -Commitment to Win’s mission, vision, and values. -BA/BS required plus two (2) years of successful practical experience in job placement and career coaching with adults. -Previous experience working in a social services setting focusing on with homeless families a plus. -Demonstrated ability to partner with potential employers and individuals to develop appropriate services for adult clients. -Excellent written and verbal communication skills -Proficiency Microsoft Suite. -Bilingual- English/Spanish a plus. Core Competencies: -Leadership: Sets an example by following Win policies and procedures. Acts with a high degree of professionalism and has a good work ethic. -Facilitating Change: Delivers high quality results consistently. -Managing Performance: Interacts respectfully with clients and co-workers. -Applying and Developing Expertise: Works with the manager to develop and meet challenging but achievable goals. Understands consequences. -Communicating and Collaborating: Values the full spectrum of diversity and inclusion. Keeps the supervisor informed about progress and problems; avoids surprises. WIN’S DIVERSITY, EQUITY & INCLUSION HIRING COMMITMENT Our most effective service to our community comes from a diverse mix of minds, backgrounds and experience. As a result, we are committed to cultivating an inclusive work environment. Win actively seeks a diverse applicant pool and encourages candidates of all backgrounds to apply. We provide equal opportunities to all employees and applicants for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, genetic disposition, neurodiversity, disability, veteran status or any other protected category under federal, state and local law. #ZR #IND

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. The Position The Strategic Influencer Business Development Manager will drive the way we develop and execute influencer marketing (paid and earned strategies) and campaigns for Moomoo US. You will connect with influencers and work with your team to enhance our influencer programs coverage and manage in-depth relationships with influencers to contribute on the grow of paying clients for the company, including work on events/campaigns and other initiatives to build partnerships and engage our influencer community. You will play a crucial role in identifying partnership opportunities, negotiating agreements, and managing ongoing partner relationships to ensure mutual success across both business sectors — with a particular focus on accelerating individual options trader growth. The ideal candidate is a strategic thinker with a proven track record in partnership management, relationship building, and experience in the fintech or brokerage industry, especially with initiatives that drive options trading adoption and engagement. What you do • Develop and implement a comprehensive business development strategy aligned with marketing, product, and business objectives — with a strong focus on individual options trader growth., • Identify, target, and establish relationships with potential partners, including influencers across YouTube, Twitter, Discord, and other relevant platforms., • Negotiate and finalize business development agreements to maximize value for both parties and drive user acquisition and revenue growth., • Collaborate with internal teams — including marketing, content, product development, and compliance — to ensure successful execution of partnership initiatives and campaigns that promote option trading adoption., • Manage and nurture existing partner relationships to ensure satisfaction and identify opportunities for growth, co-marketing, and deeper collaboration., • Analyze market trends, competitive landscape, and user behaviors to inform partnership and option growth strategies., • Develop and track key performance indicators (KPIs) to measure the success of partnerships, option user acquisition, and retention efforts, making data-driven adjustments as needed., • Prepare and present regular reports to senior management on business development performance, key insights, and growth opportunities., • Proven track record of successful options trading strategies, • Strong negotiation skills and the ability to influence decision-makers at all levels., • Excellent communication, presentation, and interpersonal skills., • Ability to analyze market trends and business metrics to drive strategic decisions., • Some experience in sales management or business development, preferably within the brokerage or financial services industry. 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 $100,000 - $120,000. 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 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 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 Description BBR Partners is a premiere, boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. The firm was founded in early 2000 and for over 25 years, we have nurtured our culture with talented people from diverse backgrounds who care about each other, our clients, and our collective communities. In our quest for continuous improvement, we strive to develop not only world class talent but world class humans! Job Description: BBR partners is seeking a Director of Infrastructure, based in the New York office, to play an integral role as a member of its IT department. Responsibilities include delivery of all IT infrastructure and related IT operations used to enable business capabilities and services across the firm. This person will be responsible for defining IT Infrastructure strategy, direction, architecture, standards, and management to include disaster recovery, security, systems, servers, networks, and storage. This role will manage the IT helpdesk and system engineers and must ensure reliable 24x7 operations. This role will report directly to the CTO. Responsibilities: Strategic Leadership • Set the mission, vision, and strategy of the IT Infrastructure to maximize the success of business and IT enterprise initiatives., • Lead infrastructure modernization initiatives including cloud migration, network upgrades, and automation., • Collaborate with senior leadership to support digital transformation and innovation., • Build successful stakeholder relationships with other IT and business leaders by developing a clear understanding of business needs and ensuring cost-effective delivery of IT services to meet those needs., • Research and recommend new technologies, applications, hardware, etc. Provide direction on what emerging technologies should be incorporated into products and services to successfully deliver overall IT strategy., • Architect and oversee hybrid and cloud environments (preferably Azure), ensuring optimal performance, scalability, resiliency, security, and cost-efficiency., • Champion DevOps best practices including CI/CD pipelines, infrastructure-as-code, configuration management, automated testing, and monitoring., • Manage ongoing strategic vendor partner relationships, including but not limited to MSP and MSSP relationships, and ensure timely and cost-effective delivery of services and products. Conduct vendor evaluations ensuring best in class technologies and partners., • Oversee the day-to-day operations of infrastructure including our data center, cloud environment, networks, storage, and disaster recovery., • Administer our M365 environment, including but not limited to Exchange Online, MS Teams, Azure Active Directory, and MS Dynamics 365, • Oversee the monitoring, maintenance, testing and administration of all IT systems, to include applications, servers, storage, firewalls, switches, desktops, laptops, A/V equipment, and mobile devices. Implement upgrades needed to maintain service levels., • Manage the company's Cybersecurity strategy roadmap. Maintain a Disaster Recovery strategy plan for critical systems and infrastructure., • Establish and maintain compliance with necessary IT policies and procedures for the smooth operations and recovery of the computing environment. Deploy and manage systems/ applications/monitoring processes and tools to proactively identify and resolve problems within the environment., • Own the third-party risk management program including vendor security assessments and ongoing monitoring of supply chain and SaaS risks., • Partner with compliance team to ensure infrastructure meets cybersecurity and regulatory standards (e.g., SEC)., • Be an escalation point for Tech Support including any issues related to the end-user computing environment (desktops, laptops, mobile devices, printers, applications, etc.). Ensure end-user needs are met in a timely and effective manner., • Build and lead a high-performing infrastructure team, fostering a culture of accountability and continuous improvement., • Develop and manage infrastructure budgets, forecasts, and capacity planning., • Microsoft certifications i.e., Azure Solutions Architect Expert, Cybersecurity Architect Expert, • Cybersecurity certifications i.e. CISSP, CISM, CCSP, • Microsoft Windows Server 2016, 2019, 2022, 2025, Linux (Ubuntu 22.04 and higher), • Windows 11, • Containerization (Docker, Kubernetes), CI/CD Pipelines (GitHub Actions, Jenkins), Version Control (Git) and Infrastructure as Code (Terraform, ARM, Packer), • Configuration Management technologies i.e., Ansible, Puppet, Chef, • Understanding of SAST/DAST/SCA tooling such as Snyk, Veracode or Checkmarx, • Familiar with secrets management (Hashicorp Vault, Azure Key Vault, or Keeper), • VMware in multiple host environments, • Remote desktop technologies (Citrix, VPN, VDI), • Programming/scripting skills in Python, Bash or PowerShell, • Cloud Services with preferred Azure, • M365 (Entra ID, email, MS Teams, SharePoint, OneDrive, Power BI, Power Automate, MS Office 365, conditional access policies), • Strong understanding of networking and routing, • Hardware: PC's, laptops, printers, Nutanix servers, Cisco switches and Fortinet firewalls a plus, • Knowledge of products like Varonis, Zscaler, Logic Monitor, Tenable, Rubrik, • EDR software, DLP Software, and Micro segmentation software, • CSPM, SSPM, • TCP/IP, DNS, DHCP, WAN, LAN, VoIP, VLAN, • A bachelor's or advanced degree in computer science, business information systems, or other computer related degree, • 10+ years' experience helping to transform IT infrastructure, • Proven experience in IT infrastructure management in a complex environment and a background in architecture, systems administration, network administration, cloud architecture, and DevOps, • Leadership experience in directing, leading, and mentoring IT professionals, • Familiar with Zero Trust architectures and cloud-native security best practices, • Solid project management skills and the ability to manage multiple projects concurrently, • Demonstrates the business and financial acumen necessary to develop and present ideas and solutions in a clear, concise, organized manner, • Strong written/verbal communication skills. Effective in influencing and negotiating to achieve amicable outcomes, • Ability to effectively deal with work pressure, and maintain a composed and calm attitude, • Ability to evolve and quickly learn bleeding edge technologies, • Competitive base salary and incentive compensation., • Company subsidized medical/Rx, dental and vision insurance for employee, partner & dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA), and flexible spending programs for medical and dependent care., • Personalized development and career growth opportunities., • Volunteer opportunities and gift-matching program., • Flexible time off, paid parental leave, and Sabbatical with company tenure. Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between 175,000 and 275,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job 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 – 5:30PM) Job Description: BRAVO Group is seeking a Proposal Manager/Senior Proposal Manager with deep experience in the Architecture, Engineering, and Construction (AEC) industry to join our Marketing and Business Development function. This individual will report directly to the Marketing and Business Development department manager, and will play a pivotal role in developing compelling proposals that showcase our capabilities and help secure new business. Roles & Responsibilities: • Collaborate with technical staff to produce high-quality proposals and support complex pursuits alongside the Marketing and Business Development team., • Write and design presentations, printed proposals, and qualification materials in response to formal and informal client solicitations., • Lead and participate in strategy, kick off, and review meetings, incorporating win themes and storyboarding., • Coordinate with subconsultants., • Contribute to content development, messaging, and visual storytelling, ensuring consistency and alignment with project goals., • Create impactful presentation materials for client meetings., • 7-10+ years of proposal and marketing experience in the AEC industry with a strong understanding of key industry organizations, events, and professional networks., • Demonstrated ability to develop proposal outlines, schedules, and task assignments for RFPs and RFQs., • Track record of successfully producing and managing deadline-driven proposals, qualifications packages, and presentations., • Proficiency in Adobe Creative Suite (especially InDesign) is a must, as well as Microsoft Office (Word, Excel, PowerPoint)., • Familiarity with local agencies (SCA, DASNY, MTA, DDC, etc.) and their RFP processes is required.

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

Job Description About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. We are seeking an organized and proactive Human Resources intern to join our team this summer. This opportunity offers hands-on experience supporting business operations and managing projects in a fast-paced environment. You’ll work closely with experienced professionals to coordinate tasks, streamline processes, and contribute to initiatives that drive efficiency and achieve organizational goals. This role will help develop strong communication, planning, and problem-solving skills while gaining exposure to real-world business strategies and project execution. Duties and Responsibilities of the Intern, Human Resources • Support project management activities, including tracking timelines, deliverables, and milestones for HR initiatives and programs., • Assist in coordinating and communicating with internal and external stakeholders to ensure progress on HR initiatives, projects and programs., • Help facilitate communication between HR team members, managers, and employees, draft internal messages or updates for HR programs and employee engagement activities., • Assist in creating and organizing reports, presentations, and HR-related materials for meetings and leadership reviews., • Participate in the implementation and evaluation of HR processes, policies, and improvement initiatives., • Contribute to the organization and execution of HR-led events, training sessions, and team activities., • Learn and apply project management, HR and business administration tools (such as Microsoft Project, Excel, or SharePoint) in a professional setting., • Assist in identifying process improvements and supporting change management efforts within the organization., • Currently pursuing a degree in Human Resources, Business Administration, Management, or a related field., • Foundational knowledge of project management and business operations., • Proficiency in office productivity tools (e.g., Excel, PowerPoint, Word) and project management software., • Strong organizational, interpersonal, and communication skills., • Analytical and problem-solving abilities, with attention to detail and accuracy., • Ability to multi-task, adapt to ambiguity, and thrive in a fast-paced environment., • Commitment to confidentiality and professional integrity., • Pay for this position with be $25/hour, • Interns will be located in our NYC office on a hybrid schedule. The intern must live within commutable distance to the office and provide own housing. A housing stipend or relocation assistance will not be offered., • The duration of our program is 10 weeks, beginning on Wednesday, May 27, 2026, • Candidates must be enrolled full-time in an undergraduate course of study and be rising senior (senior commencing Fall 2026) with a minimum GPA of 3.3 and be eligible to work in the US.

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

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

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