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Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial 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 PCFA 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 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. 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 Us At 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 Private Client Financial 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 PCFA 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 #LI-CITIZENS6 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. 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 Us At 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 Private Client Financial 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 PCFA 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 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. 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 Us At 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.

Job DescriptionInterested? Interested in Monstro but don't see the right role listed yet? We'd still love to hear from you. By joining our talent community, you'll be considered for future opportunities as they open up. If there's a potential fit, we'll reach out. Thank you for your interest! About 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. 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.

Senior Vice president, POM Product Management At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Senior Vice President, Product Owner to join our Loans Enablement team. This role is located in New York, NY In this role, you’ll make an impact in the following ways: • Product Ownership of a loan product, including product strategy, annual roadmaps, and quarterly initiatives, • Contributes to the platform’s strategic objectives and key results through the use of product-specific data, metrics, and goals, • Collaborate with cross-functional teams in operations and client teams to translate the business needs into epics and stories, • Responsible for prioritization of the work based on business value, using estimated new revenue, operational KPI and KRIs, and other metrics, • Provide day-to-day direction to guide the pod for clarification of story details and acceptance criteria, • Knows when to escalate to managers. Able to identify and triage issues with specific features, but understand how multiple features are interrelated and catch more complex problems., • Customer Insights: Effectively defines proper measurement and instrumentation for a product to analyze results post-release/launch., • Assesses the quality of existing UX to make recommendations on how to improve user experience, • Ability to create wireframes independently and in coordination with the design team, • Signoff on stories through active participation in validation and Sprint Reviews, • Facilitates handoff of stories requiring operational readiness, training, or adoption, continuing to track metrics to drive future stories, • Fosters agile ways of working, DevOps, and automated testing. To be successful in this role, we’re seeking the following:, • Experience in the syndicated loan market, private wealth loans, administrative agent, or other loan-type asset classes, or money movement, reconciliations, trading., • Ability to break down highly complex loan initiatives into small epics and stories that deliver incremental business value, • Effective collaboration skills. Ability to influence, make hard decisions, and problem solve., • Passion for changing the status quo, driving out of the box thinking., • Ability to adapt and lead through change., • Bachelor’s degree in accounting, finance, computer science engineering or related discipline, or equivalent work experience required. Here’s a few of our recent awards: • America’s Most Innovative Companies, Fortune, 2025, • World’s Most Admired Companies, Fortune 2025, • “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $102,000 and $230,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term 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) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

Vice president, POM Product Management At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Vice President, Product Owner to join our Loans Enablement team. This role is located in New York, NY In this role, you’ll make an impact in the following ways: • Product Ownership of a loan product, including product strategy, annual roadmaps, and quarterly initiatives, • Contributes to the platform’s strategic objectives and key results through the use of product-specific data, metrics, and goals, • Collaborate with cross-functional teams in operations and client teams to translate the business needs into epics and stories, • Responsible for prioritization of the work based on business value, using estimated new revenue, operational KPI and KRIs, and other metrics, • Provide day-to-day direction to guide the pod for clarification of story details and acceptance criteria, • Knows when to escalate to managers. Able to identify and triage issues with specific features, but understand how multiple features are interrelated and catch more complex problems., • Customer Insights: Effectively defines proper measurement and instrumentation for a product to analyze results post-release/launch., • Assesses the quality of existing UX to make recommendations on how to improve user experience, • Ability to create wireframes independently and in coordination with the design team, • Signoff on stories through active participation in validation and Sprint Reviews, • Facilitates handoff of stories requiring operational readiness, training, or adoption, continuing to track metrics to drive future stories, • Fosters agile ways of working, DevOps, and automated testing. To be successful in this role, we’re seeking the following:, • Experience in the syndicated loan market, private wealth loans, administrative agent, or other loan-type asset classes, or money movement, reconciliations, trading., • Ability to break down highly complex loan initiatives into small epics and stories that deliver incremental business value, • Effective collaboration skills. Ability to influence, make hard decisions, and problem solve., • Passion for changing the status quo, driving out of the box thinking., • Ability to adapt and lead through change., • Bachelor’s degree in accounting, finance, computer science engineering or related discipline, or equivalent work experience required. Here’s a few of our recent awards: • America’s Most Innovative Companies, Fortune, 2025, • World’s Most Admired Companies, Fortune 2025, • “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $68,000 and $179,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term 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) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Job Description INTRODUCTION BRAVO is the partnering of Velocity Architectural and Engineering Services and Bradford Construction Corporation (WBE). The cooperative brings together some of the industry's most distinguished leaders and technical experts, united by their decades of experience modernizing vital infrastructure and iconic facilities throughout the New York metropolitan area. BRAVO delivers value to its clients by offering the full-breadth of architectural, engineering, and construction management services through an efficient organization that is structured to promote attentive client service, responsive project delivery, and quality. Through our offices in New York City and Newark, NJ, BRAVO's family of companies serve public and private clients covering a wide-range of markets, including education, government, transportation, healthcare, industrial, power, and water. WHY BRAVO? At BRAVO, you will find a wealth of opportunities to create the career you've always imagined. We support, encourage, and empower our people by providing an environment where everyone has an opportunity to succeed. BRAVO brings amazing people together to make amazing things happen. We're a diverse collective of thinkers and doers, committed to remaining client-focused, agile, responsive, and accountable to our valued clients and the communities we serve. BRAVO offers excellent benefits including: • MEDICAL, DENTAL AND VISION INSURANCE, • 401(k) WITH MATCH, • ACCIDENT INSURANCE, • LIFE INSURANCE, • REIMBURSEMENT OF PROFESSIONAL LICENSES AND MEMBERSHIPS, • SHORT TERM DISABILITY, • COMMUTER BENEFITS Job Type: Full time Onsite, Monday - Friday (8:30AM-5:15PM) Job Title: Senior Electrical Engineer (Project Manager) Job Description: Velocity Architecture and Engineering DPC, a company of BRAVO Group, is seeking an accomplished Project Manager and licensed Electrical Engineer to join our dynamic team. This is an exceptional opportunity for a seasoned professional with a proven track record in electrical and fire alarm system design for vertical buildings, as well as hands-on experience with MTA (Metropolitan Transportation Authority) projects and commercial developments. Roles & Responsibilities: The selected individual will be responsible for the project management of assigned transit projects, which includes: • Oversight and guidance of the design team in their day-to-day work, including providing technical guidance, team leadership, workload management, quality control, and contribution to design efforts as needed., • Client management and stakeholder coordination throughout all project phases., • Creation, tracking, and management of project deliverables and their schedules., • Coordination with internal resources and stakeholders, including Architecture and MEP teams., • Leading project and design update meetings, including delivering presentations.Minimum Requirements, • 10+ years' experience working in a consulting engineering firm for various projects. Buildings experience in NYC is required; a background in the transit and/or public sector is strongly preferred., • Demonstrated management and leadership experience within an engineering team., • Strong knowledge of the various New York City and New York state building codes., • Ability to think critically and assess each project, including staff allocation, independently with only high-level guidance from senior leadership., • Strong written and verbal communication skills., • Licensed Professional Engineer (PE) in the State of New York is required, LEED accreditation is preferred., • Latest AutoCAD experience required, REVIT experience a plus.

Job Description INTRODUCTION BRAVO is the partnering of Velocity Architectural and Engineering Services and Bradford Construction Corporation (WBE). The cooperative brings together some of the industry's most distinguished leaders and technical experts, united by their decades of experience modernizing vital infrastructure and iconic facilities throughout the New York metropolitan area. BRAVO delivers value to its clients by offering the full-breadth of architectural, engineering, and construction management services through an efficient organization that is structured to promote attentive client service, responsive project delivery, and quality. Through our offices in New York City and Newark, NJ, BRAVO's family of companies serve public and private clients covering a wide-range of markets, including education, government, transportation, healthcare, industrial, power, and water. WHY BRAVO? At BRAVO, you will find a wealth of opportunities to create the career you've always imagined. We support, encourage, and empower our people by providing an environment where everyone has an opportunity to succeed. BRAVO brings amazing people together to make amazing things happen. We're a diverse collective of thinkers and doers, committed to remaining client-focused, agile, responsive, and accountable to our valued clients and the communities we serve. BRAVO offers excellent benefits including: • MEDICAL, DENTAL AND VISION INSURANCE, • 401(k) WITH MATCH, • ACCIDENT INSURANCE, • LIFE INSURANCE, • REIMBURSEMENT OF PROFESSIONAL LICENSES AND MEMBERSHIPS, • SHORT TERM DISABILITY, • COMMUTER BENEFITS Job Type: Full Time, Onsite Monday-Friday (8:30AM-5:15PM) Job Description: BRAVO is seeking an experienced Human Resources professional to join our corporate team. This role will support the development, engagement, and performance of employees across the organization, while ensuring consistent application of HR policies, benefits administration, and employee relations best practices. The HR Generalist will serve as a trusted resource for both leadership and staff, balancing talent development initiatives with day-to-day people operations. Roles & Responsibilities: • Assist in identifying training needs and coordinating learning programs., • Administer performance management processes, including goal setting, performance reviews, promotion planning, and ongoing employee development initiatives., • Partner with leadership to support talent development initiatives, employee engagement efforts, and organizational planning., • Serve as a point of contact for employee relations matters, including conflict mediation, policy interpretation, and guidance on workplace conduct and expectations., • Support managers in fostering a productive, professional, and compliant office environment through coaching, documentation, and proactive issue resolution., • Handle day-to-day employee benefits administration, enrollment processes, claims support, and benefits reporting., • 7+ years of experience in a Human Resources Generalist or similar role., • Strong experience with performance management, employee relations, and benefits administration., • Demonstrated ability to handle sensitive situations with discretion, professionalism, and sound judgment., • Excellent interpersonal, communication, and organizational skills., • Working knowledge of federal, state, and local employment laws., • Experience in an HR function in the Architecture, Engineering, and Construction industry is strongly preferred.

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

Job Description We’re looking for driven, client-focused professionals to join our growing team as Wealth Management Advisors. In this role, you’ll have the chance to establish a dynamic advisory practice centered on guiding affluent individuals and families in preserving, enhancing, and transferring their wealth. Through structured mentorship, cutting-edge planning technology, and immersive experience, you’ll develop a deep understanding of the full wealth management landscape. Key Responsibilities: • Risk Management Strategies: Advise clients on protecting their wealth and income through tailored insurance solutions such as life, disability, and long-term care coverage., • Investment Planning: Build customized investment portfolios aligned with each client’s objectives, risk tolerance, and time horizon., • Only considering applicants with a life and health insurance license at this time, • Develop and Maintain Client Relationships, • Build trusted, long-term relationships with clients by understanding their financial goals, values, and life priorities, • Conduct Financial Planning and Investment Analysis, • Create personalized financial strategies and portfolios using a holistic planning approach, including investments, retirement, tax efficiency, insurance, and estate considerations, • Monitor and adjust client investment portfolios in alignment with market conditions and evolving client goals, • Business Development and Prospecting, • Collaborate with Internal Specialists, • Work with insurance, planning, and investment product specialists to provide comprehensive solutions to clients, • Uphold Compliance and Fiduciary StandardsQualifications:, • Bachelor's degree in finance or related field, • Life & Health Licensed, • SIE, Series 7, & 63. (Series 65 or 66 preferred)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 DescriptionSalary: Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion. The Role: We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role. This position will be part of our New York team and the ideal candidate will live in the NY tri-state area. This is a hybrid role that does not require being in the NY (Hudson Yards) office on a daily basis. Responsibilities: • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio., • Assess clients overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy, • Prepare customized proposals for clients and prospective clients, • Assists in the development of complex and highly customized financial portfolios, • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations, • Develop asset allocations to meet clients risk profile and time horizon, • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings, • Co-manage and provide leadership within the team, • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients, • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.), • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory, • Conduct branch marketing meetings and training for the advisors of our custodial partners Qualifications: • 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work, • Demonstrated business development track record, • CFP required. Other credentials a plus, • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field, • Very strong knowledge of finance and capital markets required, • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies, • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis, • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career, • Strong abilities to multi-task, manage various client requests and effectively prioritize, • Unquestioned commitment to integrity in personal and professional activities, • Demonstrated ability to work effectively in a team environment, • Confidence to work directly with senior leaders and high-net worth clients Benefits: • Medical / Dental / Vision / Life / Disability Insurance, • High-deductible plan option with health savings account, • Employee assistance program, • Wellness allowance $75 monthly, • Bereavement leave 3 days paid for immediate family member or pet, • 401k with 3% match, • Commuter benefits, • Parental bonding leave up to 100% of salary for 12 weeks, • Donation match up to $500 annually, • Birthday PTO, • Learning and Development stipend up to $1000 annually, • Volunteer PTO 1 day per quarter, • Monthly cell phone allowance $75 monthly BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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 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 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 Description Harrison Gray Search is partnering with a tech-focused wealth management firm seeking a Senior Wealth Advisor. About the Firm: • Transforms advisors into fintech entrepreneurs., • Emphasizes automation and efficiency to enhance client interactions., • Grows by acquiring and enhancing traditional wealth management firms., • Founded by seasoned entrepreneurs with extensive VC-backed experience., • Supported by top VC firms and industry executives. Role: • Shape the future of wealth management through a fintech perspective., • Manage high-net-worth client relationships and portfolios., • Collaborate with Product Development and M&A teams., • Develop new client relationships and support business development., • Analyze client data and provide comprehensive financial advice., • Design and implement long-term investment strategies., • Advise on investment, tax, retirement, estate planning, and more., • Collaborate with third-party service providers., • Influence the development of advisor technology platforms., • Assist in recruiting top wealth managers and training new staff. Requirements: • 10+ years in investment advisory., • Active client book., • Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent), • Passion for ownership and impact., • Interest in fintech., • Ability to thrive in a fast-paced environment. Nice to have: • Experience at a tech company., • Analytical or technical degree (BS or MS)., • Experience with high-net-worth clients., • Expertise in financial planning., • Proficient with financial planning software., • Strong organizational, analytical, and communication skills. Benefits: • Top-tier medical, dental, and vision plans., • Unlimited PTO and company holidays., • Solo 401(k)., • NYC office with stunning views., • Competitive compensation with revenue participation and equity., • Office meals and snacks., • Teledoc access., • Discounts on various health services. This role offers a unique opportunity to significantly impact the wealth management industry through technology and innovation. This is a remote-first company and Advisors may be located anywhere in the US.

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 Are you an experienced Financial Advisor seeking an opportunity to serve clients better? At Prudential Advisors, we can offer you more: More support, more clients, more compensation, and more client satisfaction. Has your leadership made the necessary adjustments to help you win in today’s environment? You've built a successful book, but times have changed. You need support and autonomy to grow. Together, we can help you achieve your goals through: • A product-neutral platform, where you get paid full benefits regardless of whether you sell a proprietary or non-proprietary product, • A local leadership team dedicated to your success, • Three retirement plans (yes… retirement plans!!), • Medical, Dental, and Vision benefits, • Turnkey marketing materials that quickly enable you to reach your market, • A robust leads program (at no additional cost to you), • Practice building programs, • Recruiting support to help you find talent to build your team, • A dedicated onboarding team to make your transition go smoothly, • Business consulting and training programs, • Matching gifts to support you in supporting your local community through Prudential Cares, • Recognition programs, conferences, and signature services We know that making a move is a big decision. Let’s have a confidential conversation today. Compensation: $225,000 - $300,000 at plan earnings Responsibilities: • Interpret financial data to create comprehensive financial plans for clients, • Actively build and maintain strong client relationships, • Exhibit exemplary sales and negotiation capabilities, • Proficient in Microsoft Office Suite, • Adhere to all applicable compliance requirementsQualifications:, • Series 7 License, • Series 66 (63/65) License, • Insurance Licenses, • Certified Financial Planner preferred, • 3+ years of experience in financial services or insurance sales, • Ability to analyze financial data and propose financial plans, • Knowledge of relevant financial products and services, • Proven ability to build and maintain client relationships, • Ability to develop and present in-depth presentations and recommendations, • Excellent communication skills, both written and verbal, • Excellent problem-solving and critical-thinking skills, • Strong sales and negotiation skills, • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint), • Knowledge of compliance requirementsAbout 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 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 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 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 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 This is a remote position. Senior Wealth Advisor Fee-Only Registered Investment Advisor Platform Overview We are seeking an experienced Senior Wealth Advisor to join a modern, technology-enabled wealth management platform. This role is designed for independent advisors who want to maintain full control of their practice while leveraging institutional-grade technology, marketing, compliance, and operational support to scale efficiently. Ideal Candidate Profile This role is intended for active financial advisors currently managing a portable, fee-based book of business with a minimum of $25M in AUM. Candidates should be client-first, growth-oriented, and comfortable operating in an independent or 1099 environment. Key Responsibilities • Serve as the primary advisor for a personal book of clients, delivering comprehensive wealth management services, • Manage and grow client relationships across financial planning, portfolio construction, and ongoing advisory services, • Customize client portfolios, including access to traditional and alternative investment solutions, • Retain full ownership and discretion over investment philosophy and client strategy, • Collaborate with internal client service, compliance, and operations teams to ensure a seamless client experience, • Actively grow the practice through referrals, marketing initiatives, and personal business development strategies Platform Support Provided • Unified, proprietary technology platform integrating CRM, operations, compliance, and marketing, • Built-in compliance and risk management services allowing advisors to focus on client relationships, • Dedicated client service and operational support for day-to-day account management, • Marketing support including digital campaigns, content, and SEO with compliance oversight, • Multi-custodial infrastructure with leading custodians, • Remote-first operating model with optional access to flexible office space Compensation & Structure • Independent contractor (1099) structure, • Compensation customized based on advisor production and preferences, • Revenue participation with potential equity upside, • No forced product sales or proprietary investment requirements Requirements • Minimum $25M in portable, fee-based AUM, • Active Series 65 or equivalent registration, • Proven experience advising high-net-worth or mass affluent clients, • Strong client relationship management and business development skills, • Entrepreneurial mindset with the ability to operate independently BenefitsFirm Characteristics • Fee-only registered investment advisory platform, • Multi-custodial model, • Remote and flexible work environment, • Venture-backed, growth-stage firm Why This Role This opportunity is ideal for advisors who want autonomy without isolation. You keep control of your clients and investment decisions while gaining the infrastructure, technology, and support typically only available at much larger firms.

Job DescriptionDescriptionWe partner with a curated network of RIAs, Independent Broker Dealers, Wirehouses, Regional Firms, Multi Family Offices, Trust Companies and Boutique Wealth Firms across the United States. Our clients rely on us to identify Financial Advisors who fit their culture, planning philosophy and long-term client strategy. We do not represent just one firm. We represent options. When you work with us, you are not applying to a single role. You are entering a vetted ecosystem of firms where we facilitate introductions and secure interviews. Whether you want stronger payout, better platform support, succession planning, more autonomy or a planning-driven environment, we help you identify the best fit for your goals. We are seeking experienced Financial Advisors who want to explore new opportunities without navigating the market alone. This role is ideal for advisors who want: • A choice between multiple firm types, • A confidential and efficient way to explore opportunities, • Access to firms that do not publicly advertise openings, • A fast-tracked interview process with decision makers, • Guidance on compensation structures, transitions and platform differences We support roles ranging from early career Financial Advisor to Senior Wealth Advisor, Private Wealth Director, RIA Lead Planner and Personal Trust Advisor. Key Responsibilities Responsibilities vary based on the firm and model selected. Common responsibilities include: • Providing financial planning, investment advisory guidance and portfolio recommendations, • Managing client relationships, onboarding and ongoing service, • Building and maintaining a book of business within fee-based, advisory or hybrid models, • Collaborating with internal planning, investment and trust teams, • Developing new client relationships through referrals, COIs and inbound leads, • Meeting and upholding compliance and fiduciary standards, • Supporting or leading planning engagements with the firm’s planning tools and software, • Coordinating investment strategies with in-house or external investment teams We place advisors in full-service environments with strong marketing support as well as entrepreneurial platforms that offer greater autonomy and higher payout options. Skills, Knowledge and Expertise Ideal candidates often bring the following background: • Two to thirty or more years of advisory or wealth management experience, • Licenses such as Series 7, Series 65 or 66, CFP or CFA depending on the firm, • Transferable AUM preferred, although we also support non transferable advisors in trust and service roles, • Experience with planning, client management and long-term advisory relationships, • A preference for fee-only, fee-based, hybrid, W2 or 1099 models depending on the firm, • A client focused and planning focused mindset If you are not certain which firm type is the best fit, we will walk you through the differences. Benefits This is more than a single job posting. It is access to a full range of advisory opportunities. By working with Stone Hendricks Group you receive: • Multiple active opportunities through one confidential conversation, • Direct introductions and scheduled interviews with hiring managers, • Tools to evaluate payout grids, equity opportunities, platforms and compensation structures, • Support during compliance reviews and transition steps, • Guidance for advisors with transferable books, non transferable books and planning or trust backgrounds Most advisors we work with secure several interviews within the first one to two weeks of engaging with us. Compensation varies depending on the firm and the model selected: • Fee-only RIAs often offer salary, bonus or salary plus AUM-based compensation, • Independent firms typically offer higher payout options and 1099 opportunities, • Wirehouses and private wealth groups offer salary, grid-based compensation and incentives, • Trust and personal client groups offer salary-driven models with a strong planning and service focusWe match opportunities based on your experience, income goals and long-term career vision. If you are open to a confidential conversation to explore the firms that best align with your background, apply today. A member of our recruiting team will reach out, review your experience and connect you with the firms that best match your goals.

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 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 DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. Job Description Sia Partners is looking for bright and dynamic consultants who are passionate about making a real impact in the financial services industry. Whether your expertise lies in wealth and private banking, corporate banking, asset management, cash and liquidity management, or financial markets, we want to hear from you. We value strong academic backgrounds and a proven ability to deliver results through prior consulting experience. As a Management Consultant, you’ll play a key role in delivering high-impact transformation projects for our clients. Responsibilities: * Engage directly with clients to understand their needs and co-design actionable solutions. * Support end-to-end project delivery, including gathering and documenting business and functional requirements. * Facilitate workshops and engage with business and technology stakeholders to understand challenges and define solutions. * Map current-state and future-state processes, identifying opportunities for improvement and innovation. * Conduct data analysis, benchmarking, intelligent data structuring, and support business case development. * Prepare clear and concise project documentation, including user stories, process flows, and requirement traceability matrices. * Manage stakeholder expectations across multiple teams and functions, building trusted client relationships. * Take on increasing levels of responsibility and evolve into team leadership roles as quickly as possible. * Build and develop a subject matter expertise in a financial services domain and represent it across APAC or with clients as a SME. * Contribute to strategic and operational transformation initiatives across financial services areas such as wealth management, corporate banking, transaction banking, treasury, risk, and compliance. * Work on proposals and support business development initiatives, including client presentations and thought leadership. * Participate in internal knowledge-building efforts through workshops, publications, and firm-wide learning events. Qualifications * A degree in Business, Finance, Economics, Accounting or a related field. (Master's is preferred) * 1-2 years of experience in consulting, banking, or financial services. * Prior experience in Project Management, preferrably in a client-facing project role * General understanding and experience in one or more of the following: * Capital Markets * Wealth & Private Banking * Corporate or Transaction Banking * Cash & Liquidity Management * Treasury or Financial Markets * Asset Management * Risk, Compliance, or Regulatory Change * Payments & Fintech * Strong stakeholder management and communication skills. * Proficiency in tools such as Excel, PowerPoint, Visio, and basic data analytics tools. * Entrepreneurial mindset with a drive to grow in a fast-paced, collaborative environment. Additional Information Compensation & Benefits Competitive Compensation Annual base salary starting at $89,800+ based on experience and qualifications (Higher education will be considered) Annual performance based discretionary bonus Robust Health Coverage * 3 Medical plans * Dental and Vision * Life, AD&D and other voluntary insurance Tax-Advantaged Accounts * 401K retirement plan * 4% matching and 100% vested upon enrollment * Health Savings Account (HSA) * Flexible Spending Account (FSA) * Health, Dependent Care, Commuter Family Friendly Benefits * 100% paid parental leave for all new parents with eligible tenure * Building Healthy Families program if enrolled through Medical plan Time Off to Recharge * Generous Paid Time Off (PTO) policy * 9 company holidays plus 1 floating holiday Extras that Make Life Easier * College savings and student loan repayment assistance * Monthly cell phone stipend * Access to wellness programs at no cost if enrolled through Medical plan, including: * Gym membership reimbursement * LiveHealth Online virtual care * Personalized support from a Well-being Coach * Employee Assistance Program at no cost * Free confidential counseling and emotional support services * On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Office Workplace Guidelines Sia provides a flexible workplace environment tailored to meet client and business needs. To support our values, this position requires an on-site presence of 3 or more days per week. Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Work Authorization & Sponsorship At this time, Sia does not intend to employ any applicant who will require, either now or in the future, employment visa sponsorship or sponsorship for work authorization (i.e., H-1B visa, F-1/OPT or STEM OPT, TN, etc.). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

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 Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation. The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. "In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation. This position may also be eligible for a comprehensive benefits package, which includes: • Medical, dental, and vision coverage, • Life insurance, • 401(k) contributions, • Health Savings Account (HSA), • Short- and long-term disability, • Additional benefits designed to support your health and financial well-being Wealth Advisor Pay Range$85,000—$145,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Asset Management Group is a dynamic commercial, residential, and investment real estate firm committed to the high-level mission of maximizing returns for our investors and providing exceptional client service in luxury residential sales. We operate in a fast-paced environment and seek a strategic partner who brings precision, dedication, and a results-driven approach to executive support. The Role: Position Summary We are seeking a highly sophisticated, impeccably discreet, and numerically astute Executive Assistant to serve as the operational and administrative force multiplier for a key executive. This is a strategically critical, high-impact role requiring a demonstrated history of excellence in supporting C-level executives within the top tier of the real estate, finance, or investment industry. The ideal candidate is an expert in advanced corporate technology and possesses the sharp quantitative and organizational skills necessary to ensure seamless executive functionality. Core Responsibilities • Executive Calendar Control: Proactively maintain and strategically manage a complex, fluid daily calendar. This involves optimizing the executive's time, scheduling critical client meetings, institutional investor roadshows, and high-value internal strategy sessions, as well as coordinating across multiple time zones., • High-Touch Correspondence: Act as the primary liaison and professional extension of the executive. Draft, edit, and screen all written and verbal correspondence, including answering phones and prioritizing high-volume email traffic with top-tier clients, investors, legal counsel, and C-suite peers., • Meeting: including sitting in on meetings to take minutes, creating memos, reports and agendas as needed, • Reporting & Presentation Production: Masterfully assist in the preparation of executive-level business materials, including complex property valuations, financial models (Excel), and formal presentations (PowerPoint), ensuring impeccable accuracy and professional branding., • Document and Information Management: Systematically organize, file, and manage a vast array of documents and highly confidential information, maintaining strict controls and discretion over physical and digital assets., • Project Support: Assist with special projects and initiatives by coordinating resources, managing timelines, and proactively tracking progress to ensure deadlines are met. Required Experience • Executive Tier Experience: Minimum of 5+ years of progressive, dedicated Executive Assistant experience specifically supporting C-level, Managing Partner, or Principal-level executives., • Industry Expertise: Proven high-performance experience in commercial real estate, institutional investment, private equity, or wealth/asset management., • Quantitative Acumen: Strong demonstrable comfort working with financial statements, investment metrics, and performing basic data analysis and auditing., • Elite Organizational & Time Management Skills: Possesses a systematic, algorithmic approach to workflow, demonstrating the ability to manage multiple complex tasks and deadlines simultaneously and efficiently., • Technical Savviness & Command: Mastery of the Microsoft Office Suite is non-negotiable. Required expertise includes:, • Excel: Creation and manipulation of Pivot Tables, VLOOKUP, complex formulas, and data validation for financial analysis., • PowerPoint: Designing sophisticated, clean, and high-impact investor and pitch presentations., • Outlook: Advanced features for delegation, complex scheduling across time zones, and email management., • Professionalism and Discretion: Impeccable professional maturity and an unwavering commitment to maintaining absolute confidentiality regarding proprietary and client information., • Communication Mastery: Exceptional written and verbal communication skills, necessary for handling sophisticated correspondence and liaising effectively with high-level internal and external partners., • Problem-Solving & Critical Thinking: The ability to think critically, anticipate executive needs, and demonstrate adaptability and flexibility to manage changing priorities and unforeseen circumstances.

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

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

Job Description Sotheby’s Institute of Art Adjunct Job Description About the Institute For 50 years, Sotheby’s Institute of Art has been preparing students for careers in the art world. Students get a rare inside look at the business of art while exploring both the scholarly and practical sides of the art world, including the skills and professional connections necessary for successful entry into many art business fields. We have more than 8,000 alumni worldwide, working across all areas of the art industry. Sotheby’s Institute of Art is the pioneer in the study of art and its markets. Our academically innovative and professionally-focused curriculum enables students to acquire specialized knowledge of art’s objects, histories, and markets to impact art and related industries. The Institute is committed to fostering future generations of art business leaders and cultural stewards. POSITION Sotheby’s Institute of Art is seeking an adjunct faculty member to teach a course in the MA or Online Premier program for the upcoming term. Adjunct Faculty instructors are responsible for course planning and instruction in classroom or off-site locations. Courses may be conducted in various delivery modes, such as face-to-face, online, hybrid and/or blended formats. In addition, adjunct faculty are responsible for student evaluations, and timely and accurate submission of required paperwork related to instruction. QUALIFICATIONS Required Candidates must have a strong, demonstrated knowledge of art history, the art market and/or other facets of business and art related to our curricula. Terminal degree or equivalent experience required. Preferred Experience teaching online or in person for higher education. Candidate should have excellent written, verbal, and digital communication, computer, and organizational skills. Experience working with online students of all demographics is desirable. An understanding of learning management systems helpful. DIVERSITY & INCLUSION Sotheby’s Institute of Art welcomes and strives for diversity—including but not limited to race, class, gender, sexual orientation, socio-economic background—in our student body, faculty, and staff in order to foster an inclusive educational community with a wealth of perspectives and experiences, and to cultivate a multi-faceted, global professional network that will better serve our students and alumni as cultural stewards and international art market leaders. Sotheby’s Institute of Art is committed to ensuring equal employment, education opportunity, and equal access to services, programs, and activities without regard to an individual's race, color, national origin, sex, religion, age, disability, gender characteristics, marital status, veteran status, military status, domestic violence victim status, or ex-offender status. Employees, students, applicants or other members of the University community (including but not limited to vendors, visitors, and guests) may not be subjected to harassment that is prohibited by law or treated adversely based upon a protected characteristic.

Job Description Title of Position: Income Building 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 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 is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, physical or mental disability, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job Description IT Operations and Cloud Infrastructure Head Location: New York City 5 days on site Full Time Opportunity Local Candidates only please Role Overview We are looking for an Infrastructure & Operations Manager who is steeped with AWS competency. The ideal candidate will be a true tech-focused individual with proven leadership qualities and a business-savvy approach to IT. This person will report to the Chief Technology Officer. The ideal candidate will need to possess a broad range of skills and a hands-on approach to tackling technical challenges. Individuals will leverage existing experience to drive our systems administration and engineering teams to ensure servers, software applications, and hosted environments are running smoothly and efficiently. Additionally, they will assess the current infrastructure for areas of improvement to ensure reliable 24x7 operations. This position will act as a liaison between IT Operations and both internal and external collaborators (InfoSec, other business units as needed). This is a visible, strategic role tasked with building and maintaining a best-in-class IT Operations function that runs our financial data-sharing and wealth platform. Responsibilities · Lead the Infrastructure team and operations to align with company KPIs · Assess the IT infrastructure and operations organization (people, process, and technology) to identify bottlenecks and implement solutions to ensure reliable operations • Partner with InfoSec to deliver on key information security and IT risk related initiatives. Furthermore, ensure compliance to patching and vulnerability policies established within the organization., • Manage third party vendor relationships and hold them accountable for delivery of outsourced functions, specifically, Network Operations, • Develop and implement a robust Disaster Recovery strategy for critical systems and infrastructure., • Assess single points of failure in infrastructure and recommend actions as appropriate., • Oversee the monitoring, maintenance, upgrade, and administration of all IT systems, to include applications, servers, storage, databases, desktops/laptops, and mobile devices., • Ensure service and operating levels meet company objectives and customer needs., • Design, implement, deploy, and manage systems/applications monitoring processes and tools to proactively identify and resolve problems within the company computing environment., • Proven experience in IT infrastructure management in a complex, customer-facing environment with significant reliability and uptime requirements., • Seasoned team leader or manager with experience inspiring collaborative team environments, overseeing daily operations, and leading team through conflict resolution, • Must have cloud experience with AWS/Azure or equivalent, • Background in infrastructure architecture, systems administration, network administration and storage administration., • Ability to continue to optimize the cost of Cloud based workloads once they are moved to AWS as part of overall infrastructure cost optimization, • Possess a deep experience in DevOps with proven results enabling continuous deployment and continuous integration (CI/CD), • Extensive experience with instrumentation, enterprise monitoring and reporting tools., • Demonstrates the business and financial acumen necessary to develop and present data-based ideas and solutions in a clear, concise, organized manner., • Experience managing IP based networks, WAN technologies, virtual server technologies, cloud, MS Office 365, Kubernetes, Kibana, and Grafana, • Experience leading, directing, and mentoring IT professionals, • Solid leadership skills in leading an IT infrastructure and operations organizations towards Cloud-first operations and DevOps mindset, • Good organization change management skills and the ability to manage multiple priorities concurrently.

Job Description Title: Trust and Estates Tax Partner, Private Client Group Department: Private Client Group Supervises: Trust and Estates Tax Team Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: Anchin is looking for a Trust and Estates Tax Partner within the Private Client Group that will provide strategic tax advisory and compliance services to high-net-worth individuals, families, and their entities, including trusts and estates. This leadership role focuses on delivering exceptional client service, overseeing complex tax planning and compliance, and driving business development initiatives. RESPONSIBILITIES: • Oversee preparation and review of estate, gift, and fiduciary tax returns (Forms 706, 709, 1041, etc.)., • Monitor and interpret changes in tax laws to ensure compliance and proactively identify planning opportunities., • Address technical issues and provide guidance on complex trust and estate structures., • Provide expert counsel on estate planning, wealth transfer strategies, and fiduciary tax matters., • Develop and maintain long-term client relationships, ensuring high levels of satisfaction and trust., • Advise clients on tax implications of various financial and legal strategies, including philanthropy, family offices, and investment planning., • Mentor and develop the team to foster a culture of collaboration and continuous learning., • Delegate effectively while ensuring work quality and adherence to deadlines., • Participate in internal training programs to share expertise and enhance team capabilities., • Lead marketing and networking efforts to attract new clients and expand existing relationships., • Collaborate with other practice areas to deliver integrated solutions to clients., • Represent the firm at industry events and conferences., • Manage risk exposure through thorough review and documentation of tax positions. Education: • Bachelor's degree in Accounting, Taxation, or a related field. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description Description We’re looking to build the best teams possible with highly motivated and engaged employees. We have an exciting opportunity for an Project Superintendent II to join The Douglaston Companies. If you are looking to work in a collaborative and supportive environment, but also be challenged in your role, we welcome you to apply! Essential duties and responsibilities: • Responsible for the timely completion of the project and ensuring that the project is constructed in strict accordance with plans, specifications, and local codes., • Schedule all subcontractors, consultants, and vendors in critical path (with project team) to ensure timely completion., • Perform quality control duties and responsibilities regarding the work being performed in accordance with plans and specifications., • Establish and enforce job site quality control programs to ensure quality completion of construction., • Ensure that subcontractor is fully executing and complying with his contracted scope of work., • Communicate with project team regarding ASI’s, RFI’s, and material submittals., • Coordinate required inspections with local jurisdictions., • Identify subcontractor non-compliance with safety, health, and environmental quality standards and take appropriate steps to correct non-compliance., • Identify conflicts in construction progress and communicate them to project team for resolution., • Maintain daily log of activities on the jobsite using companies project software., • Ensure subcontractor has corrected all deficiencies identified by project team., • Walk all areas on project daily to monitor activities and assist in future planning., • Preside over weekly subcontractor meetings designed to coordinate the work., • Issue notices of non-compliance to subcontractors regarding quality of work or scheduling., • Perform job progress and completion punch list identification and completion., • Prepare daily reports to maintain accurate project documentation., • Arrange for labor, tools, equipment, and other supplies needed to perform General Conditions work or other items as determined by project team., • Prepare timesheets for all labor, if applicable, and other on-site staff., • Manage workforce efficiently to render jobsite safe and clean, and to assure all areas are ready for trades to perform their work as scheduled., • Review construction drawings to understand design intent, identify potential conflicts, and provide suggestions for improvement where possible., • Perform quality inspections in accordance with company quality control systems; participate and guide project quality control from kick-off until final turnover of the project., • Monitor safety compliance on jobsite., • DOB NYC Licensed Superintendent required., • 10-15 years of Project Superintendent experience, required., • Prior Residential Housing experience is required, • Thorough knowledge of construction trades and respective union, nonunion and prevailing wage requirements., • Ability to read and interpret documents such as site safety plans, operating and maintenance instructions, and procedure manuals., • Ability to safely navigate a construction site which will include the following: climbing ladders and stairs, use of job hoists, inclement weather conditions, hazardous/cluttered and dark areas., • Excellent communication abilities, both oral and written, plus active listener, • Knowledge of construction budgeting best practices, • Strong planning skills, including design execution, resource allocation and contingencies., • Understanding of construction equipment, including safe operating practices and maintenance, • Comprehends local, state, and federal construction regulations., • Great problem-solving and decision-making skills, • Effective leadership abilities, able to motivate team, set goals and resolve conflicts., • Organizational skills, including time management, delegation, prioritization, and multitasking., • Bachelor’s degree in a relevant construction-related discipline, such as construction management, engineering or architecture, a plus, • NYC High-rise residential experience a plus., • NYCHA renovations a plus., • Gut renovation in residential housing, a plus, • NYC affordable housing experience a plus What else can you expect from The Douglaston Companies? • Health: We proudly offer a full suite of health benefits! That’s medical, dental, vision, FSA, HSA, and even pet insurance for your furry family, to name a few. We also provide Life Insurance employer paid (basic with option to purchase more), Enhanced Short-Term Disability and Long-Term Disability coverage!, • Wealth: great pay, 401(k) plan with a very generous employer match and vesting schedule because your retirement is just as important to us as it is to you!, • Development: virtual courses, tuition reimbursement, lunch and learns and wellness programs., • Balance: paid time off, 9 company holidays, hybrid work schedule with 4 days in the office and 1 remote (subject to your location and role). We offer a fun-fast paced culture that’s a perfect mix of high performance. Salary Range: $190,000- $270,000k/ yr Who we are: Douglaston Development, Levine Builders, and Clinton Management are a dynamic privately held group of companies with a unique owner-builder-manager advantage, known collectively as The Douglaston Companies. The Douglaston Companies started with the founding of Levine Builders in 1979 with just two people. Standing by our core values of integrity and ethics for the past four decades the firm has grown to 200 employees. By providing general contracting and construction management services, Levine Builders has built, renovated and rehabilitated thousands of residential units and millions of square feet of commercial, hotel, office buildings, retail centers, religious, educational, and healthcare facilities. With the later establishment of Douglaston Development as the driving engine of the organization, the two companies worked in unison to leverage each others expertise to develop and build most complex projects while also growing and thriving in challenging markets. In 2002, Clinton Management was founded to manage the expanding portfolio of developments created by Douglaston Development and constructed by Levine Builders. Clinton Management oversees a broad portfolio of moderate income housing, luxury apartments, commercial, and retail properties. Each affiliate company works together to cohesively acquire property, develop it to its full potential, and manage it efficiently, assuring that each investment achieves and maintains maximum value and profitability while strengthening the community in which the assets are located. The Douglaston Companies is proud to be an Equal Opportunity Employer. We do not discriminate based upon race, religion, color, gender, gender identity or expression, sexual orientation, genetic information, national origin, ancestry, medical condition, disability, marital status, caregiver status, pregnancy, citizenship, age, military or veteran status, or other applicable legally protected characteristics

Job Description Financial Advisor | Educator-Focused Practice Location: Elmsford, NY (In Person) Pay: $70,000–$85,000 per year Job Type: Full-Time About Us We are a collaborative office of Financial Advisors dedicated to serving public school teachers throughout Westchester County, NY. Our mission is to simplify complex financial concepts, provide honest and holistic guidance, and help educators confidently achieve their long-term retirement and financial goals. This role is ideal for a relationship-driven advisor who desires to join a growing practice and values education, integrity, and long-term impact over transactional sales. You will work directly with school districts and within school buildings, with a clear pathway to building and acquiring your own book of business. What You’ll Do • Develop comprehensive, personalized financial plans including retirement planning, investment management, tax strategies, and estate considerations, • Build and maintain long-term relationships with individual clients, school districts, and employers through trust, education, and accountability, • Conduct detailed financial analyses to evaluate clients’ current situations and identify opportunities for improvement, • Manage and monitor client portfolios, providing ongoing recommendations aligned with market conditions and client risk tolerance, • Educate clients on financial strategies and products in a clear, ethical, and transparent manner, • Utilize CRM and financial planning software to document client interactions and track progress, • Stay current on securities laws, regulations, and compliance requirements, • Bachelor’s degree required, • Active Series 6 or Series 7 FINRA license (required), • Series 63, 65, or 66 (preferred), • NY Life & Health Insurance License (preferred), • Experience in financial planning, wealth management, or a related field, • Strong understanding of retirement planning, portfolio management, and investment strategies, • Exceptional communication and relationship-building skills, • Ethical, client-first mindset with high standards of honesty and professionalism, • 401(k) with matching, • Health and dental insurance, • Paid time off, • Retirement plan

Job Description INTRODUCTION BRAVO is the partnering of Velocity Architectural and Engineering Services and Bradford Construction Corporation (WBE). The cooperative brings together some of the industry's most distinguished leaders and technical experts, united by their decades of experience modernizing vital infrastructure and iconic facilities throughout the New York metropolitan area. BRAVO delivers value to its clients by offering the full-breadth of architectural, engineering, and construction management services through an efficient organization that is structured to promote attentive client service, responsive project delivery, and quality. Through our offices in New York City and Newark, NJ, BRAVO's family of companies serve public and private clients covering a wide-range of markets, including education, government, transportation, healthcare, industrial, power, and water. WHY BRAVO? At BRAVO, you will find a wealth of opportunities to create the career you've always imagined. We support, encourage, and empower our people by providing an environment where everyone has an opportunity to succeed. BRAVO brings amazing people together to make amazing things happen. We're a diverse collective of thinkers and doers, committed to remaining client-focused, agile, responsive, and accountable to our valued clients and the communities we serve. BRAVO offers excellent benefits including: • MEDICAL, DENTAL AND VISION INSURANCE, • 401(k) WITH MATCH, • ACCIDENT INSURANCE, • LIFE INSURANCE, • REIMBURSEMENT OF PROFESSIONAL LICENSES AND MEMBERSHIPS, • SHORT TERM DISABILITY, • COMMUTER BENEFITS Job Type: Full Time, Onsite (Field Office), Day Shift Job Description: Bradford Construction currently has an opportunity for a Junior Project Manager. This role is ideal for a motivated professional with 2-4 years of experience who is looking to continue developing their skills within the Construction Management industry in New York City, and is especially motivated to gain experience with a ground-up project. Roles & Responsibilities: • Assist in ensuring quality, performance, and compliance in both design and construction by all consultants and vendors., • Support the coordination of schedules, phasing, and planning to keep projects on track and within budget., • Monitor project progress, identify potential issues, and assist in implementing timely solutions., • Work closely with contractors, architects, and construction managers to address design and construction challenges., • Review and process change orders, contract documents, and shop drawing submittals to maintain project compliance., • Conduct site visits and inspections to track project status and address any field issues., • Assist in resolving construction-related problems and providing recommendations to senior project managers., • Ensure adherence to NYC building codes, safety regulations, and industry standards., • Minimum of 2 years of experience in construction management is required, 3-4 years is preferred., • Experience working with public agencies is preferred, but a willingness to learn and interest in public projects is required., • Familiarity with construction project scheduling software and Microsoft Office Suite., • Strong organizational and problem-solving skills with an ability to manage multiple priorities., • Excellent written and verbal communication skills for coordinating with project teams and stakeholders.

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

Job 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 Since 2000, BBR Partners has been providing bespoke investment and wealth management advice to high-net-worth individuals and private families. Guided by our core values of empathy, integrity and rigor, the firm has organically grown to now manage over $35 billion in assets. Through our recruitment, learning & talent development, and employee-centric programming, the work environment is inclusive, collaborative, and endlessly curious. Our greatest asset is our people and the notable culture that we've built. We are seeking an experienced Estate Planning Attorney to engage directly with our UHNW clients and prospects, providing expert advice, supporting client teams, and delivering internal training to client advisors. This individual will serve in a consultative nature to advisors and clients alike, with no document drafting or hourly billing requirements. This role has an intended requirement of 2 days per week on site. Key Responsibilities: Direct Client and Prospect Engagement • Engage directly with a sophisticated national and international client base., • Foster in-depth discussions on complex estate planning issues in collaboration with internal client coverage teams and external counsel to deliver optimal solutions., • Participate in client and prospect meetings, taking on lead role in discussing wealth planning ideas., • Serve as a subject matter expert to client coverage teams on complex trust and estate planning matters., • Ensure client teams deliver high level and effective advice on trust and estate topics., • Review and analyze client estate planning documents alongside client coverage teams. Utilize planning software to provide detailed summaries of estate plans., • Develop and maintain relationships with external trust and estate attorneys and industry COIs., • Work in partnership with our Wealth Strategies Team to maintain and curate a list of preferred providers for firm clients., • Represent BBR Partners at estate planning conferences and industry networking events, staying current on and facilitating the adoption of the latest planning techniques., • Collaborate with our internal learning and development team to develop a firm wide knowledge sharing strategy., • Educate and mentor internal client advisors on complex estate planning concepts, keeping them informed about new laws, client updates and best practices., • Stay current on developments in technology tools designed to provide more efficient and comprehensive analysis of client estate planning strategies and to provide more effective communication with client families on estate topics., • Juris Doctorate with 7+ years of estate planning experience working with UHNW families., • LLM in taxation or CPA is beneficial., • Deep knowledge of complex estate planning strategies., • Strong communication skills and ability to explain intricate strategies to our client base and internal teams., • Proven relationship builder., • Competitive base salary and incentive compensation., • Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care., • Personalized development and career growth opportunities., • Volunteer opportunities and matching charitable gift program., • Flexible time off, paid parental leave, and Sabbatical with company tenure., • Hybrid remote work environment, "Work from Anywhere" weeks, and business casual dress. Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $250,000 and $300,000 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, commission eligibility, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

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

Job Description Harlem Children’s Zone (HCZ) — a world-renowned education and poverty-fighting organization based in New York — seeks enthusiastic, dedicated, and mission-aligned Financial Inclusion & Family Empowerment Coordinator to join our Wealth Builds team. Wealth Builds is an innovative effort to eliminate the racial wealth gap through nine evidence-based pillars beginning in Harlem and ultimately expanding to up to 10 cities nationwide. Our theory of action is that cradle-to-career services plus capital leads to social and economic mobility. Through Wealth Builds, we are providing financial education and infusions of capital, with the goal of increasing social, financial, and human capital, ultimately generating wealth for our youth. We are seeking a committed and organized Coordinator to support the Financial Inclusion and Family Empowerment pillars. This role will sit on the Wealth Builds team, a high-priority strategic initiative at HCZ focused on creating pathways to social and economic mobility. The coordinator will possess excellent project management, organization, prioritization, and written and verbal communication skills. The successful candidate will be a strong collaborator who thrives in a dynamic, fast-paced, and highly team-oriented environment. This Coordinator will be primarily responsible for assisting the Director of Financial Education and the Assistant Director of Financial Inclusion and Family Empowerment in the execution of the socialization and data strategy of the initiative. For more information, check out Want to Work at Harlem Children's Zone? Here's 7 Things You Need to Know. Requirements • Bachelor’s Degree, • 2+ Years of project management experience, • 1+ Years of experience empowering families and working with them closely to achieve measurable outcomes Who you are • Bachelor’s degree, • Excellent project management skills, • Strong organizational, planning, collaboration, and communication skills, • Demonstrated ability to multitask while maintaining attention to detail and to do so as part of a team in a collaborative, fast-paced environment, • Must be a self-starter and take initiative, highly proactive, and self-disciplined, • Possess an understanding of underserved communities and are willing to work closely with youth and families What you'll do • Support the smooth and efficient execution of program operations under the management of the Director of Financial Education and the Assistant Director of Financial Education., • Collaborates with The Baby College (TBC), the community, and the staff pipeline to incorporate financial education programming, • Manages cross-collaboration with TBC and Community Pride, • Works with the director to ensure monthly community/ staff workshops, • Design workshops for staff and community, • Manages coordination with the financial coaching platform, • Manages/coordinates with the TBC program, general planning, and implication of community/staff and fin lit opportunities with external org engagements, summits/workshops, • Works closely with the Director of Financial Education and Assistant Director of Financial Inclusion and Family Empowerment to ensure the financial literacy curriculum is embedded in the TBC curriculum, • Manages a library of resources Schedule • Monday – Friday, • 9 am – 5 pm (participation will be required for occasional evening events), • Hybrid schedule, 4 days in office, 1 day remote Benefits 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.) The annual salary range for this position is $60,000-$75,000 per year, with a comprehensive benefits package including employer-covered health insurance. To be considered, interested applicants should apply directly through the posting at . No telephone inquiries or recruiters, please. Replies will only be sent to qualified applicants. HCZ is an EOE.