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KYC Analyst Location: New York, NY (Downtown) Department: Compliance About: A leading digital asset and blockchain-focused Financial Services Firm which providing institutional-grade trading, investment banking, asset management, and principal investment solutions within the cryptocurrency and digital asset ecosystem. The Firm serves institutional investors and high-net-worth individuals globally. Position Summary: The Firm is seeking a detail-oriented and highly motivated KYC Analyst to join their Compliance team in New York. This role will focus on performing daily KYC due diligence procedures for both institutional and high net-worth individual clients trading across a comprehensive cryptocurrency book. The ideal candidate will have a strong background in performing KYC vetting procedures for various client risk levels as well as additional experience within client onboarding and regulatory compliance within institutional financial services, with crypto-related KYC experience considered a strong plus. Key Responsibilities: • Conduct comprehensive KYC due diligence reviews for institutional and high-net-worth clients., • Perform client onboarding, including identity verification, beneficial ownership analysis, and source of wealth/source of funds reviews., • Assess and risk-rate clients in accordance with internal policies and regulatory requirements., • Review necessary documentation (e.g., formation documents, organizational charts, shareholder registers)., • Escalate high-risk clients and complex structures to Compliance leadership as appropriate., • Perform ongoing monitoring and periodic reviews of existing client accounts., • Collaborate with Trading, Operations, Legal, and Compliance teams to ensure timely onboarding and regulatory adherence., • Maintain accurate documentation and audit-ready files in internal systems., • Stay current on evolving AML/KYC regulations and crypto-specific compliance risks. Qualifications: • 3+ years of KYC vetting and due diligence experience required, preferably within an institutional financial services, investment banking, and/or capital markets trading environment., • Experience conducting KYC due diligence for cryptocurrency clients and digital asset accounts is strongly recommended., • Solid understanding of AML regulations, OFAC sanctions screening, and risk-based onboarding frameworks., • Experience reviewing complex ownership structures and institutional client documentation., • Strong analytical, organizational, and documentation skills., • Ability to manage multiple onboarding cases simultaneously in a fast-paced environment., • Excellent written and verbal communication skills., • Bachelor’s degree required; CAMS or similar certification a plus. Preferred Experience: • Prior experience at a cryptocurrency exchange, digital asset trading firm, fintech, or capital markets broker-dealer group., • Familiarity with blockchain analytics tools and transaction monitoring platforms recommended., • Exposure to global regulatory frameworks governing digital assets.

Job Summary: As a Paralegal for the NewEdge Family Office, you will be a part of the Wealth Strategy practice focused on reviewing, summarizing estate planning documents, including trust, entity and transactional documents. While your primary responsibilities will be to support the family office, you will also assist NewEdge Wealth advisors navigate estate planning software solutions. This role is highly detail-oriented and process-driven, supporting ultra-high-net-worth client structures that may include multiple trusts, entities, real estate holdings, and operating businesses. The paralegal will act as the central hub for document intake, issue spotting, execution coordination, and ongoing document maintenance. The position is ideal for a professional who enjoys deep document work, complex structures, and building organized systems around sophisticated planning. Duties/ Responsibilities: Document Review and Analysis Review estate planning documents, including: • Revocable and irrevocable trusts, • Wills and codicils, • LLC operating agreements, • Partnership agreements, • Purchase agreements, • Loan documents, • Trustee and fiduciary roles, • Distribution standards, • Powers of appointment, • Tax allocation provisions Document Management & Organization • Maintain and organize digital and physical document files., • Create and maintain document summaries and tracking logs., • Ensure all planning documents are complete, signed, and properly executed., • Track key deadlines, notices, and administrative requirements. Coordination & Execution Support Coordinate with: • Outside attorneys, • Advisors, • Trustees, • Custodians Required Skills/ Abilities: • Bachelor’s degree required., • Paralegal certificate preferred., • 3–7 years of experience in estate planning, trust and estate administration, corporate or transactional law, and family office or wealth management environment, • Strong document review and issue-spotting ability., • Experience with estate and entity documents., • Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and document management systems, • Experience with trust or estate planning software a plus. Salary: $75,000 - $115,000, based on experience Who We Are: EdgeCo Holdings is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades. NewEdge Capital Group provides best-in-class technology-enabled solutions and support services to financial advisors and their clients. Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $60 billion in client assets and support over 450+ financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts. What We Offer: Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings' benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods). Applications will be accepted on an ongoing basis.

Managing Director, Lead of Risk Analytics - Middle Market, Commercial Risk, North America This is a hybrid role with the flexibility to work both virtually and from our New York City Office Join Aon's Risk Capital Analytics team and contribute to crafting the future of our insurance analytical platforms for the Middle Market in North America. This role supports our organization's engagement with middle market clients by offering world-class analytics that help them improve risk decisions amid growing complexity and volatility. Aon is in the business of better decisions At Aon, we build decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. What the day will look like Reporting to the Head of Risk Analytics for Commercial Risk in North America, you will partner with leadership across NA Commercial Risk broking, North America Middle Market Geo, and global analytics product teams to meet your objectives. The analytics product leaders bring detailed class expertise that you will apply to ensure efficient and scalable distribution of analytics within the US Middle Market segment. You will build Aon's Middle Market risk analytics agenda by using your commercial insurance analytics skills, insight into Middle Market buyers and distribution models, and capacity to collaborate across broking, sales, product analytics, and external partners. You will: • Act as a key member of the Risk Analytics team, collaborating closely with analytics leaders across Regions, Products, and ACIA/ABS. Together, you will build and carry out a unified analytics agenda. You will ensure that Risk Analytics align closely with Aon's strategic Risk Capital propositions. These efforts will be developed across solution lines and intentionally crafted to encourage collaboration rather than isolated offerings., • Develop and lead the strategy and implementation for Middle Market Risk Analytics within Commercial Risk in North America. This aligns with the direction from Commercial Risk leadership, Middle Market Geography Leadership, and Risk Capital Analytics leaders. The goal is to ensure our capabilities and offerings stand out, remain commercially relevant, and meet the needs of US Middle Market clients., • Leverage diverse existing and emerging capabilities from partners both within and beyond Risk Analytics. Source, develop, industrialize, and improve analytics capabilities, models, frameworks, toolkits, and distinct delivery platforms that offer winning insights for the Middle Market., • Collaborate closely with product / class analytics leaders, including Head of Property Risk Analytics, Head of US Casualty Risk Analytics, Head of Financial & Specialty Risk Analytics and Head of Risk Analytics for North America, to ensure that each product's analytics roadmap explicitly addresses Middle Market requirements and enables scalable delivery of insights through our Middle Market broking and client development channels. This involves offering strategic mentorship, alignment, and usecase clarity rather than running every build directly., • Collaborate with North America Middle Market Geography Leadership and NA Commercial Risk broking leadership to integrate analytics into essential broking workflows, sales processes, go-to-market campaigns, and client delivery, making sure that tools and insights are consistently applied by brokers, AEs, and producers to improve results., • Function as a strategic guide and ally to NA Middle Market clients, brokers, and sales colleagues. Deliver scalable analytics, narratives, and resources that back distinct broking solutions and marketing efforts., • Develop analytics expertise and proficiency within colleagues in the Middle Market segment along with other Aon employees, functioning as a subject-matter guide for learning and development initiatives. This includes:, • Collaborating with Middle Market Leadership and L&D to identify key learning needs, • Contributing to the development and delivery of training, playbooks, communities of practice, and mentoring that build confidence and adoption of Risk Analytics in daytoday client work, • Promoting a culture of datadriven decision making, integrating Risk Analytics into key NA Middle Market sales, broking and delivery processes., • Act as Aon's representative in the external market during client engagements, conferences, client events, and thought-leadership, supporting Aon's reputation for excellence in Risk Analytics, while monitoring trends in the Middle Market landscape., • Collaborate with NFP and other strategic partners to:, • Align on Middle Market analytics standards, value propositions, and priorities, • Support potential rollout of analytics tools and content across the NFP network You'll experience a new level of collaboration and be part of a high performing group that combines a wealth of experience with innovative analytics. It's a focused, yet down-to-earth environment where you can confidently build your career. Skills and experience that will lead to success • Deep experience in Commercial Risk analytics, with:, • Considerable emphasis on US Middle Market insurance analytics in a brokerage or carrier setting, • Solid understanding of Middle Market buyer profiles, trading methods, and distribution frameworks, • Consistent track record of crafting and implementing analytics strategies that embed analytical capabilities into frontline broking, client acquisition, and servicing for Middle Market clients., • Demonstrated ability to work across multiple product or class lines (e.g., Property, Casualty, Financial & Specialty) and to bring them together into coordinated Middle Marketrelevant propositions., • Experience shaping and working alongside senior leaders across broking, product, sales, and external partners, including the ability to gain followership without direct line authority., • Comfortable operating in a matrixed delivery model where you lead the vision and commercial agenda, while delivery is driven by product analytics and shared delivery teams., • A solid technical and analytical foundation (actuarial or quantitative skills are a plus but not required) enables you to turn complex analytical ideas into engaging, business-focused stories for brokers and clients., • Strong verbal and written communication abilities, including experience engaging with senior internal and external partners., • Verified business and financial proficiency, with the skill to associate embedded capabilities with revenue growth, margin improvement, and client value., • Strong networking and relationshipbuilding skills across the insurance and analytics communities., • Verified success in managing transitions, supporting innovation, and building a culture centered on collaboration and persistent development., • Demonstrated ability to develop analytics proficiency in nontechnical audiences, including experience providing or leading training, enablement, or communityofpractice initiatives. Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance. This role does not accrue vacation. Rather, this role is eligible to take paid time off at the discretion of the employee and management in accordance with company policy and practices. Various other types of leaves of absence; paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply. We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at ___ or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience. For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. The salary range for this position (intended for U.S. applicants) is $275,000 to $325,000 annually. 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 applicant's geographic location. This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan. #li-ar1 #LI-HYBRID 2574920

Real Estate Operations & Investments Associate Location: Manhattan, NY (Near Grand Central) Job Type: Full-Time | In Person Schedule: Monday–Friday (High-ownership role; results-driven environment) Compensation: $70,000–$75,000 base + performance-based bonus with clear, measurable targets tied to property performance, cost savings, and construction execution. First-year on-target earnings of $90,000–$130,000+ for strong performers. Additional long-term upside through participation in deal carry (promote). This role is designed for someone who wants to accelerate into real estate investing and senior leadership, not sit in a traditional corporate track. You will work directly with the founder and take on increasing responsibility across operations, asset management, and construction execution. About Us We are a growing real estate investment and management firm with over $18 million in assets under management, focused on acquiring and redeveloping value-add multifamily, mixed-use, and industrial properties across the New York metro area. Our team operates with a startup mentality — lean, fast-moving, and entrepreneurial. We value people who can think independently, take initiative, and bring creative solutions to the table. As we expand our portfolio, we’re looking for a hands-on team member who wants to grow with the company and play a key role in shaping its future. The Role We are hiring a Real Estate Operations & Investments Associate— a high-ownership role responsible for managing and improving the performance of our current portfolio (59 apartments and 5 retail units) while helping us build the operational infrastructure for future growth. You will work directly with ownership and gradually take full responsibility for day-to-day property and asset operations, allowing leadership to focus on acquisitions and expansion. This role is ideal for someone who: • Wants real responsibility, • Thinks like an owner, • Is comfortable making decisions This is an operations leadership track role inside a scaling investment firm. This is a high-responsibility role where you will be expected to operate with urgency, solve problems independently, and take full ownership of outcomes. Core Responsibilities Portfolio & Asset Management • Serve as primary operator across the portfolio, • Oversee tenant relations, renewals, collections, and court appearances as needed, • Maintain high occupancy and strong rent collection performance, • Identify recurring operational issues and implement permanent solutions, • Audit expenses and identify cost-saving opportunities, • Renegotiate vendor contracts and service agreements, • Oversee vendor performance and accountability, • Oversee active construction or value-add projects, • Solicit and analyze bids, • Ensure projects remain on schedule and within budget, • Maintain structured digital file systems (OneDrive, AppFolio), • Implement operational efficiencies and automation, • Use AI tools to streamline reporting, leasing workflows, and internal processes, • Prepare property-level performance reports, • Monitor KPIs (NOI, occupancy, expense ratios, collections), • Support acquisition due diligence and data organization, • Assist with investment memoranda and portfolio analysis Performance-Based Bonus Structure Compensation includes a performance-based bonus tied directly to measurable portfolio performance, including: • NOI growth vs. budget, • Expense reduction and vendor optimization, • Occupancy and collections performance, • Construction execution within budget What We’re Looking For Requirements: • Bachelor’s degree (or graduating soon; strong candidates without may be considered), • 0–2 years of real estate experience (property management, asset management, or related field preferred), • Strong financial literacy with good Excel skills, • Highly organized with strong attention to detail, • Tech-savvy; strong computer skills and ability to quickly learn new systems, • Interest in AI, automation, and improving operational efficiency, • Must have a car and be willing to travel locally to properties (1–3x per week), • Want to grow into a senior operations leadership role, • Think critically and operate independently, • Have an entrepreneurial mindset and take initiative without being told, • Take full ownership of your work without needing micromanagement, • Perform well in a fast-paced, high-accountability environment, • Want your income, responsibility, and upside to scale with performance Why Join Us · Ground-floor opportunity in a growing real estate investment firm · Direct exposure to ownership, asset management, and acquisitions · Real responsibility from day one — not a siloed corporate role · Clear path to senior leadership as the portfolio scales · Performance-driven upside with long-term wealth creation potential If you’re hungry, growth-oriented, and ready to take ownership inside a fast-scaling real estate firm, we want to hear from you. Apply today and help us build the next stage of our investment platform.

Job Description Great Senior Leadership and Management team The Executive Assistant provides high-level support to senior leaders on the Client Advisory Team. Admin, Events, Client Service and Recruiting This is a dynamic, multi-faceted role that blends executive support, client service, internal coordination, and cross-functional project management. Supporting several senior professionals and collaborating with client teams, the EA ensures efficient operations, outstanding client experiences, and streamlined internal processes across meetings, travel, recruiting, events, and compliance. This role is ideal for a highly organized, proactive individual who thrives in a collaborative, fast-paced, client-first environment. • Provide high-level administrative support to several senior members of the Client Advisory team., • Perform heavy calendaring duties, scheduling complex internal and external meetings, and ensuring schedules are well-coordinated and aligned with business priorities., • Serve as the first point of contact for clients, representing executives with professionalism, discretion, and excellent judgment., • Plan and coordinate all logistics for internal events and client meetings (on-site, virtual, and off-site)., • Assist with the creation and production of client books, ensuring accuracy and timely delivery., • Handle sensitive and confidential information with the utmost discretion., • Coordinate complex domestic travel arrangements, including flights, accommodations, and ground transportation, managing changes in real time., • Submit and reconcile expense reports using expense management system, • Partner with the Office Manager and Receptionist to ensure seamless meeting-day execution., • Coordinate senior leaders’ involvement in boards and committees., • Be an active member of the Administrative team, • Assist with recruiting efforts as needed by scheduling interviews., • Not mandated for a Bachelor's degree, but some college and EA/administrative experience out of a busy professional services firm, • 3+ years of experience as an Executive Assistant supporting senior-level managers., • Exceptional organizational skills with the ability to manage multiple time-sensitive priorities while maintaining attention to detail., • Ability to thrive in a fast-paced, deadline-driven environment., • Operate with integrity, professionalism, and sound judgment., • Positive, proactive, “no job is too small” attitude., • Flexible and willing to work overtime if needed., • Client service mindset with the ability to build strong relationships internally and externally.

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

• Job Type: Officer of Administration, • Bargaining Unit:, • Regular/Temporary: Regular, • End Date if Temporary:, • Hours Per Week: 35, • Standard Work Schedule:, • Building: The Director of Strategic Donor Relations and Stewardship leads the University's overarching stewardship and donor relations strategy, advancing an integrated, donor-centered model across schools and units. This role ensures that recognition, reporting, and engagement efforts are thoughtfully designed to strengthen retention, deepen relationships, and support sustained philanthropic growth. The Director sets a high bar for excellence in donor communications and continuously identifies opportunities to innovate and elevate the donor experience and stewardship practices. Reporting to the Deputy Vice President of Alumni & Development, this position works closely with senior advancement leadership, principal and major gift officers, school-based stewardship teams, and University administrators to govern institutional standards, drive alignment across a decentralized environment, and ensure stewardship efforts are consistent, coordinated, and strategically aligned with fundraising priorities. Responsibilities Stewardship Strategy & Governance • In partnership with key stakeholders, define a comprehensive, coordinated and donor-centered University-wide stewardship strategy., • Establish University-wide tiered stewardship standards., • Partner with Principal Gifts and the Office of the Executive Vice President to support senior frontline leaders to develop and execute high-touch engagement strategies that reinforce donor confidence and long-term philanthropic relationships., • Provide executive oversight of centralized recognition programs, including University Benefactors and 1754 Society., • Establish measurable outcomes to assess stewardship effectiveness, retention, and lifetime value., • Partner with Advancement Operations to embed stewardship tracking and reporting within the CRM., • Lead and develop a high-performing stewardship team, providing coaching, goal setting and performance management., • Integrate AI, where appropriate, to drive efficiency and effectiveness., • Manage budget and resource allocation. Minimum Qualifications • Bachelor's degree., • Demonstrated success stewarding major and principal level donors in a complex, decentralized institution., • Exceptional writing and communication skills, • Proven ability to lead institutional change through influence and stakeholder engagement., • Strong strategic thinking, governance experience, and data-informed decision-making capabilities. Columbia University is committed to the hiring of qualified local residents.

The final salary or hourly wage, as applicable, paid to each candidate/applicant for this position is ultimately dependent on a variety of factors, including, but not limited to, the candidate’s/applicant’s qualifications, skills, and level of experience as well as the geographical location of the position. Applicants must be legally authorized to work in the United States. Sponsorship not available. Our client is seeking a DISO Access Control Specialist in Weehawken, NJ. Role Description Do you understand the importance of data as a business driver? Do you share a passion for data management and data analysis? We’re looking for an individual with passion for data to support the Data Information Security team at Wealth Management Americas. This role is responsible for executing day to day tasks supporting access management as well as cyber security controls (according to America’s time zone). Responsibilities include reviewing and assessing exceptions and risks for requests across multiple domains: Internet, Client Data, Critical and Sensitive business applications. This role requires experience in analyzing data and the ability to create and maintain metrics, navigate through Access Management tools and procedures used by the organization and globally. This role requires interaction with individuals, within Business & Technology, at multiple levels of the organization. • Support day to day operations of Access Management, Cyber and Information Security, such as approving requests for entitlements, and reviewing CID elements for approval within the enterprise data warehouse, • Manage internet user access exceptions, which includes reviewing requests for appropriateness, • Navigate through Access Management tools, including enhancements and stability to reflect control updates, changes to business models and other findings, • Maintaining Share Drive and SharePoint site and operational materials for the initiatives, • Maintain project plan and schedule for third party entitlements. Ensure they are integrated and aligned to overall strategy. Reconcile access rights for third party entitlements, • Maintain various procedures and keep web pages current, • Oversee the process to create, modify and retire entitlements, • Provide support to the line managers, role owners and business application owners in managing user entitlement Skills & Requirements • Bachelors or Associate degree in a business or technology related field, • 4 + years overall experience in data analyst, DISO or similar function, including 2+ years in access control management function for a Financial Services organization, • Basic IT Knowledge preferrable, • High degree of diligence - attention to detail and ability to follow through / follow-up is critical, • Flexible self-starter who is also a team player. Exceptional ability to collaborate and openly communicate, • Strong communication skills (verbal, written, and presentation), • Proficient in Excel (basic formulas, pivot tables, etc.) & PowerPoint. Experience using and maintaining SharePoint sites, • Demonstrated experience delivering results in an ambiguous and changing environment, the ability to work independently, • Sound judgment and decision-making skills, ability to juggle multiple competing priorities, and ability to work under deadline pressure., • Knowledge of industry standard methodologies and tools., • Meticulous attention to detail and a passion for driving execution at a detail level when necessary while maintaining the ability to see the big picture., • Must be self-motivated, proactive, and possess ability to maintain attention to details Benefits/Other Compensation This position is a contract/temporary role where Hays offers you the opportunity to enroll in full medical benefits, dental benefits, vision benefits, 401K and Life Insurance ($20,000 benefit). Why Hays? You will be working with a professional recruiter who has intimate knowledge of the industry and market trends. Your Hays recruiter will lead you through a thorough screening process in order to understand your skills, experience, needs, and drivers. You will also get support on resume writing, interview tips, and career planning, so when there’s a position you really want, you’re fully prepared to get it. Nervous about an upcoming interview? Unsure how to write a new resume? Visit the Hays Career Advice section to learn top tips to help you stand out from the crowd when job hunting. Hays is committed to building a thriving culture of diversity that embraces people with different backgrounds, perspectives, and experiences. We believe that the more inclusive we are, the better we serve our candidates, clients, and employees. We are an equal employment opportunity employer, and we comply with all applicable laws prohibiting discrimination based on race, color, creed, sex (including pregnancy, sexual orientation, or gender identity), age, national origin or ancestry, physical or mental disability, veteran status, marital status, genetic information, HIV-positive status, as well as any other characteristic protected by federal, state, or local law. One of Hays’ guiding principles is ‘do the right thing’. We also believe that actions speak louder than words. In that regard, we train our staff on ensuring inclusivity throughout the entire recruitment process and counsel our clients on these principles. If you have any questions about Hays or any of our processes, please contact us. In accordance with applicable federal, state, and local law protecting qualified individuals with known disabilities, Hays will attempt to reasonably accommodate those individuals unless doing so would create an undue hardship on the company. Any qualified applicant or consultant with a disability who requires an accommodation in order to perform the essential functions of the job should call or text 813.336.5570. Drug testing may be required; please contact a recruiter for more information. #LI-DNI

Job Description Title of Position: Youth & Young Adult Income Specialist FLSA Status: Non-Exempt/Part Time Department: Income Building Reports to: Income Building Manager Salary: $27.22 Purpose of the Opportunity: The Youth and Young Adult Income Specialist (YA IBS) is responsible for providing support to youth and young adults between the ages of 14-21 years old, seeking guidance in career development, job training, educational opportunities, and wealth creation. Responsibilities: Client Engagement: • Actively engage youth and young adults through outreach, education, and providing job readiness and job placement advocacy., • Ensure youth participation in workshops, training programs, and employment events., • Research employer resources for youth including Summer Youth Employment Programs (SYEP)., • Attend shelter meetings, agency-wide meetings, and staff training (on site and off site) as directed by the manager., • Work closely with all relevant departments to assist and incorporate best practices for the engagement and support of the youth and young adults in Win’s transitional housing program., • Organize career development events including college information sessions and organize client participation in college fairs and tours., • Develop and coordinate employment readiness and resume writing workshops., • Escort youth to job fairs, career events, educational opportunities, and on field trips as needed., • Commit to using evidence-based practices (EBP), Motivational Interviewing (MI), Trauma Informed Care (TIC), family-centered case management, and boundary setting., • Must work evenings, Saturdays on occasion, and holidays as scheduled., • Must be able to ascend/descend stairs in the assigned building., • Commitment to Win’s mission, vision, and values., • AA/BA/BS required plus two (2) years of successful practical experience in job placement and career coaching., • Previous experience working in a social services setting focusing on with homeless teens and young adults a plus., • Demonstrated ability to partner with potential employers and individuals to develop appropriate services to youth and young adults., • Excellent written and verbal communication skills., • Knowledge of Microsoft Office Applications and Outlook required., • Leadership: Sets an example by following Win policies and procedures. Acts with a high degree of professionalism and has a good work ethic., • Facilitating Change: Delivers high quality results consistently., • Managing Performance: Interacts respectfully with clients and co-workers., • Applying and Developing Expertise: Works with the manager to develop and meet challenging but achievable goals. Understands consequences., • Communicating and Collaborating: Values the full spectrum of diversity and inclusion. Keeps the supervisor informed about progress and problems; avoids surprises. WIN’S DIVERSITY, EQUITY & INCLUSION HIRING COMMITMENT Our most effective service to our community comes from a diverse mix of minds, backgrounds and experience. As a result, we are committed to cultivating an inclusive work environment. Win actively seeks a diverse applicant pool and encourages candidates of all backgrounds to apply. We provide equal opportunities to all employees and applicants for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, genetic disposition, neurodiversity, disability, veteran status or any other protected category under federal, state and local law. #IND #ZR

About Us: We are a dynamic, independent wealth management firm located in Rockefeller Center. Our small, tight-knit team provides personalized financial services to high-net-worth clients, and we’re seeking a highly organized and proactive Office Assistant/Executive Assistant to join our team. This is an exciting opportunity for someone looking to make a meaningful impact in a fast-paced, collaborative environment. Position Overview: We are looking for an experienced Office Assistant who will also provide HR administration and executive assistant support. This individual will play a key role in ensuring the smooth and efficient operation of our office, supporting day-to-day administrative needs, assisting with HR functions, and supporting our leadership team. The ideal candidate is someone who thrives in a dynamic environment, is detail-oriented, and has strong interpersonal skills. Key Responsibilities: Office Management: • Oversee daily office operations, ensuring an efficient and organized work environment., • Answer phones., • Greet clients as they arrive for meetings., • Manage office supplies and vendor relationships., • Coordinate office maintenance, equipment, and facilities management., • Organize and manage meetings, conferences, and travel arrangements., • Ensure the office kitchen remains tidy and well-stocked on a daily basis., • Assist with onboarding and offboarding processes for new and departing employees., • Maintain employee records and ensure compliance with HR policies and procedures., • Provide administrative support to senior executives, including calendar management and email correspondence., • Experience using a CRM in the RIA industry is desirable, • Coordinate meetings, conferences, and client events., • Assist Tax Team during tax preparation season., • Assist with special projects and research as required. Qualifications: • 3+ years of office management experience, ideally in a financial services or professional services setting., • Executive assistant experience preferred., • Proficiency in Google Workspace (Docs, Sheets, Gmail), MS Office and general office software., • Excellent organizational, communication, and time-management skills., • Ability to handle sensitive and confidential information with discretion., • A proactive, positive attitude and the ability to multitask effectively in a fast-paced environment. Why Join Us? • Work in a collaborative and dynamic team environment., • Competitive salary and benefits package., • Salary range $60,000 - $80,000, • Hybrid workplace - 4 days in office, 1 day remote., • The opportunity to contribute to the success and growth of a growing firm., • Convenient Manhattan location: Rockefeller Center If you’re a motivated, detail-oriented professional who thrives in a hands-on role, we’d love to hear from you. Apply today and become an integral part of our team! To Apply: Please send your resume and a brief cover letter outlining your experience and interest in the position to:

Boston Consulting Group is an Equal Opportunity Employer. Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. In lieu of consulting experience, 4+ years minimum wealth management industry experience

This Jobot Job is hosted by: Katrina McFillin Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $160,000 - $185,000 per year A bit about us: We are a leading wealth management platform for independent financial advisors.Why join us? We are in hyper-g

Job Description Full-Time Recruiter – Wealth Management (Manhattan, NY) About Us We are a boutique recruitment firm specializing in placing top-tier talent within the wealth management and financial advisory sector. We work closely with leading RIAs, private banks, wirehouses, and family office clients across the U.S. Our firm is growing rapidly, and we are seeking a dedicated full-time Recruiter to join our Manhattan team. Position Overview The Recruiter will be responsible for sourcing, screening, and managing high-caliber candidates within the financial and wealth management industry. This role requires someone who is detail-oriented, proactive, highly organized, and comfortable working in a fast-paced, relationship-driven environment. You will be speaking directly with financial advisors, wealth managers, and senior-level professionals. Responsibilities • Source and recruit top talent within the wealth management and financial advisory space, • Build and maintain a pipeline of qualified candidates, • Coordinate interviews and manage candidate communication, • Prior recruiting experience required (financial services experience is a plus), • Strong communication and organizational skills, • Professional, detail-oriented, and proactive, • Must be comfortable working in a fast-paced environment Company DescriptionWe are an elite boutique recruitment firm specializing in placing top-tier talent within the wealth management and financial advisory sector. We work closely with leading RIAs, private banks, wirehouses, and family office clients across the U.S.We are an elite boutique recruitment firm specializing in placing top-tier talent within the wealth management and financial advisory sector. We work closely with leading RIAs, private banks, wirehouses, and family office clients across the U.S.

Position Title Private Banking Business Execution LeadLocation New York, NY 10018Job Summary The Private Bank Business Manager role is responsible for serving to support strategic execution working with senior leadership within Private Banking & Wealth Management, supporting the execution of governa

Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6 \n Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. \n Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Wealth Advisors work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule • Hours per Week: 40 Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule • Hours per Week: 40 Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6 \n Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. \n Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

About the role: Gartner Executive Programs (ExP) is a service within Gartner Executive Technology Services (ETS) and is the indispensable tool for digital leaders. It is an exclusive, membership-based organization serving over 8,500 CIOs and senior IT leaders across 87 countries. These members (including Fortune 500 companies & Governments around the world) benefit from the convenience of a single source of knowledge and insight focused on CIO-level challenges, service delivery in their context, the shared knowledge of the world's largest community of CIOs, and the assurance of Gartner objectivity and independence. What you will do: • Manage a portfolio of 28+ member relationships, • Leverage subject matter expertise to create service solutions for clients utilizing all ExP products, • Define and deliver innovative solutions by assessing member Mission Critical Priorities (MCPs) and developing a customized service plan, • Conduct a mix of on-site and virtual briefings, including workshops, research analyst visits, roundtables and webinars, • Present or facilitate at ExP events where relevant, • Build a strong partnership with Gartner's Sales organization and collaborate with them to ensure member engagement and renewal of ExP business What you will need: • Consulting and/or CxO roles with 15+ years of progressive technology exposure (AI, BI, ML, Digital Transformation, Block Chain, Big Data, CLOUD, etc.), • Demonstrate exposure to large E2E transformative initiatives having led/co-led large critical programs, • Extensive knowledge of a CIO's focus areas and an in-depth understanding of the IT industry (including Leadership, IT Operations Management, strategy and trends, use of metrics, etc.) and priorities such as the challenges of "today's" CIO's and how Gartner ETS can make the difference, • Demonstrable sales and/or business development experience with CXO level executives, • Industry Preference: Banking, Credit Unions, Insurance, Wealth Investments #LI-RG2 #LI-Remote Who are we? At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world. Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities. Since our founding in 1979, we've grown to 21,000 associates globally who support ~14,000 client enterprises in ~90 countries and territories. We do important, interesting and substantive work that matters. That's why we hire associates with the intellectual curiosity, energy and drive to want to make a difference. The bar is unapologetically high. So is the impact you can have here. What makes Gartner a great place to work? Our vast, virtually untapped market potential offers limitless opportunities - opportunities that may not even exist right now - for you to grow professionally and flourish personally. How far you go is driven by your passion and performance. We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients. Our teams are inclusive and composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations. We invest in great leaders who bring out the best in you and the company, enabling us to multiply our impact and results. This is why, year after year, we are recognized worldwide as a great place to work. What do we offer? Gartner offers world-class benefits, highly competitive compensation and disproportionate rewards for top performers. In our hybrid work environment, we provide the flexibility and support for you to thrive - working virtually when it's productive to do so and getting together with colleagues in a vibrant community that is purposeful, engaging and inspiring. Ready to grow your career with Gartner? Join us. Gartner believes in fair and equitable pay. A reasonable estimate of the base salary range for this role is 160,000 USD - 194,000 USD. Please note that actual salaries may vary within the range, or be above or below the range, based on factors including, but not limited to, education, training, experience, professional achievement, business need, and location. In addition to base salary, employees will participate in either an annual bonus plan based on company and individual performance, or a role-based, uncapped sales incentive plan. Our talent acquisition team will provide the specific opportunity on our bonus or incentive programs to eligible candidates. We also offer market leading benefit programs including generous PTO, a 401k match up to $7,200 per year, the opportunity to purchase company stock at a discount, and more. The policy of Gartner is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status, or any other legally protected status and to seek to advance the principles of equal employment opportunity. Gartner is committed to being an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company's career webpage as a result of your disability. You may request reasonable accommodations by calling Human Resources at +1 (203) 964-0096 or by sending an email to___. Job Requisition ID:108498 By submitting your information and application, you confirm that you have read and agree to the country or regional recruitment notice linked below applicable to your place of residence. Gartner Applicant Privacy Link: ___ For efficient navigation through the application, please only use the back button within the application, not the back arrow within your browser.

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting

The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Ability to build strong internal relationships due to working closely with Wealth Advisor within Schwab Wealth Advisory. Wealth and Advice Solutions is Schwab's

Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a local territory within driving distance and manage the other parts of your business remotely. You will also be supported by sales support, client services, marketing

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting

Financial Analysis Subdomains Covered** Quantitative Finance, Derivatives & Trading; Macroeconomics, Rates, FX & Sovereign Finance; Banking, Lending & Financial Institutions; Risk Management, ALM & Insurance; Wealth Management, Personal Finance, Digital & Alternative Assets; Real Estate, Infrastruct

As we expand our urological health services across Northwell Health, we are seeking Uro-Oncologist at Staten Island University Hospital. Qualifications: • MD Degree or equivalent from an accredited College of Medicine., • Completion of Residency with Board Certification or eligibility., • Completion of Fellowship training in Urologic Oncology with prostate training focus., • Currently licensed as a physician in the State of New York., • Outstanding communication and management skills and an ability to work collaboratively with medical staff and hospital management. The mission of the Department is to advance the frontiers of urologic care. Our urologic physicians, who are also faculty of the Donald and Barbara Zucker School of Medicine at Hofstra/Northwell are instrumental in providing excellent quality care as well as developing novel education programs. Why choose us? Northwell Health includes 21 award-winning hospitals and more than 800 community-based practice locations throughout Long Island, Manhattan, Queens, Brooklyn, Staten Island, and Westchester. All candidates will receive competitive salaries, a comprehensive benefits package, and eligibility for tuition reimbursement. Physicians will be employed as members of Northwell Physician Partners, the fifth largest medical group in the country. Academic appointment to Donald and Barbara Zucker School of Medicine at Hofstra/Northwell is commensurate with credentials and experience. For further details and to apply, please contact Senior Recruiter Joseph Cuoccio, Office of Physician Recruitment, Northwell Health: ___ EOE M/F/D/V

Gartner's Consulting business is an extension of Gartner's industry-leading IT Research. From CIOs, to leaders in business and government, we help Gartner clients across enterprises translate insights into transformational actions and achieve their mission-critical priorities. Leveraging the breadth of Gartner's resources, Consulting is growing rapidly, with unlimited potential to continue expanding our client base. Technology Strategy Consulting: We engage our clients on a deeper level through hands-on, project-based work grounded in the insights and advice of our Business and Technology Insights organization. Through these custom engagements, we help our clients optimize their IT performance by guiding them toward the right strategic decisions for their business. We deliver value to clients by helping them execute on their strategic priorities, across all sectors, including: * Digital Acceleration and Transformation * Enterprise Enablement * Big Data and Analytics * Applications Rationalization * Cloud Strategy * Sourcing and Ecosystem Optimization * Security and Risk Management * Benchmarking * Contract and Cost Optimization What you will do: Our Managing Partners are responsible for sustaining and growing Gartner Consulting's relationship with a defined portfolio of Gartner clients. As a Managing Partner, you will advise clients at the highest strategic level on both big-picture and tactical matters - showcasing how technology enables a wide range of business outcomes. Our Managing Partners collaborate with Expert Partners and others to bring the best solutions to our clients. What you will need: * Experience within a well-regarded management consultancy in a project delivery and sales capacity * Experience working with and selling into Financial institutions, such as large banks, insurance, and asset/wealth management Clients * Demonstrated intellectual curiosity and the creative development of solutions and strategies to solve client problems. Must adapt Gartner frameworks and methodologies to strike at the heart of a client's most pressing business challenges * Prior experience in a problem-solving capacity such as a solution/technical architect or analyst preferred * Experience working with multiple IT solutions * A consistent track record of leading people and building high-performing teams that leverage technology to drive the mission-critical priorities of commercial or government entities * An ability to inspire and motivate professionals from both technical and non-technical backgrounds towards a common goal * An unwavering commitment to the success of your team, and willingness to provide constructive/ corrective action when/ if needed * An ability to be hands-on and to manage multiple client priorities simultaneously * MBA or other advanced degree preferred Who you are: * Comfortable selling to, influencing and building trust-based, value-added relationships with senior executives * Coachable and embracing of best practices and feedback as a means of continuous improvement * A consistently high achiever marked by perseverance, humility and a positive outlook in the face of challenges * Proven track record in achieving / exceeding revenue targets * Ability to travel to client sites as necessary Associates are expected to travel to client sitesand meetings as required by business needs or specific engagement requirements, ensuring we deliver exceptional service where it matters most. While we value the flexibility of our hybrid work environment, in-person collaboration with clients and teams is an essential part of how we work and grow together. #LI-PP6 Who are we? At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world. Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities. Since our founding in 1979, we've grown to 21,000 associates globally who support ~14,000 client enterprises in ~90 countries and territories. We do important, interesting and substantive work that matters. That's why we hire associates with the intellectual curiosity, energy and drive to want to make a difference. The bar is unapologetically high. So is the impact you can have here. What makes Gartner a great place to work? Our vast, virtually untapped market potential offers limitless opportunities - opportunities that may not even exist right now - for you to grow professionally and flourish personally. How far you go is driven by your passion and performance. We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients. Our teams are inclusive and composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations. We invest in great leaders who bring out the best in you and the company, enabling us to multiply our impact and results. This is why, year after year, we are recognized worldwide as a great place to work. What do we offer? Gartner offers world-class benefits, highly competitive compensation and disproportionate rewards for top performers. In our hybrid work environment, we provide the flexibility and support for you to thrive - working virtually when it's productive to do so and getting together with colleagues in a vibrant community that is purposeful, engaging and inspiring. Ready to grow your career with Gartner? Join us. Gartner believes in fair and equitable pay. A reasonable estimate of the base salary range for this role is 188,000 USD - 248,000 USD. Please note that actual salaries may vary within the range, or be above or below the range, based on factors including, but not limited to, education, training, experience, professional achievement, business need, and location. In addition to base salary, employees will participate in either an annual bonus plan based on company and individual performance, or a role-based, uncapped sales incentive plan. Our talent acquisition team will provide the specific opportunity on our bonus or incentive programs to eligible candidates. We also offer market leading benefit programs including generous PTO, a 401k match up to $7,200 per year, the opportunity to purchase company stock at a discount, and more. The policy of Gartner is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status, or any other legally protected status and to seek to advance the principles of equal employment opportunity. Gartner is committed to being an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company's career webpage as a result of your disability. You may request reasonable accommodations by calling Human Resources at +1 (203) 964-0096 or by sending an email to___. Job Requisition ID:107337 By submitting your information and application, you confirm that you have read and agree to the country or regional recruitment notice linked below applicable to your place of residence. Gartner Applicant Privacy Link: ___ For efficient navigation through the application, please only use the back button within the application, not the back arrow within your browser.

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

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