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

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

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

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

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

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

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

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

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

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

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

Legends Leadership LLC is a financial services firm focused on helping individuals and families build, protect, and grow their wealth through education and strategic planning. This role plays a key part in our mission by working directly with clients to improve financial literacy, create customized plans, and deliver solutions that support long-term financial stability. As a Financial Representative, you will meet with clients to understand their goals, guide them through areas such as income protection, debt management, retirement planning, and legacy building, and help them take actionable steps toward a stronger financial future. You’ll also have the opportunity to build your own client base and, for those interested, grow into leadership by mentoring and developing a team. This is a performance-based opportunity that fits individuals who are motivated, coachable, and looking to build a long-term income and skillset. Not just earn a paycheck. With flexible scheduling, ongoing training, and a clear path for advancement, this role is ideal for those who want more control over their time, income, and personal growth while making a meaningful impact in their community.

KLG Public Relations is hiring an Account Executive to join its award-winning PR team. The ideal candidate should be entrepreneurial in nature with 2-3 years of PR experience including at least one year in the wine & spirits industry. The candidate must be an ambitious self-starter and multitasker with strong media contacts across both spirits and lifestyle media to represent high-profile and celebrity-owned brands. The role requires but is not limited to proactive and reactive media relations; strategy development, budget management, client service, creative writing (press releases, media alerts) and creative brainstorming. Responsibilities: • Proactive and reactive media pitching to consumer and trade press, • Successfully pitch stories, meet with and manage media to deliver high-quality results, • Creative brainstorming sessions and brand strategy, • Seek out creative ideas and opportunities to identify and cultivate story ideas for media pitching, • Follow industry and client category trends and regularly share insights, thoughts and key findings particularly as it relates to competitors, • Create key assets for accounts including press releases, fact sheets, biographies, messaging, media alerts, agendas and recaps, • Manage multiple clients while meeting various deadlines, • Media list management, • Guide AAE/AC teammates The position is NYC based with a HYBRID (2x/wk in office) schedule Qualifications: • Minimum Requirements: 2-3 years job experience with preferably at least 1 year in the wine and spirits, lifestyle or hospitality industry, • Excellent written and verbal communication skills, • Strong organizational and time management skills, • Ability to multitask and prioritize tasks effectively, • Experience in public relations or related field, • Knowledge of lifestyle, wine & spirits, and celebrity industries, • Understanding of media landscape and journalist relationships, • Proven track record of successful media placements, • Ability to work well under pressure and meet tight deadlines, • Working knowledge of social networks (Facebook, X, LinkedIn, Instagram, etc.) Company Description: Founded in 2016, KLG Public Relations is a highly acclaimed Communications Agency that specializes in lifestyle brands with a focus on culinary, wellness, skincare and wine & spirits (including global celebrities and iconic craft labels). Boasting a wealth of experience totaling over a century, the leadership team at KLG PR is a powerhouse of experts with diverse skills and talents. As a top-tier, results-driven agency, KLG PR has a strong track record of achieving brand goals and objectives, with a focus on boosting sales for its exclusive clientele through securing high-quality media coverage. SoHo, NYC Based KLG PR takes a fresh and innovative approach to earned media relations, digital media, influencer marketing and affiliate marketing. The exceptional work of KLG PR has not gone unnoticed, with the agency receiving prestigious awards such as Best Wine and Spirits Agency and Top 100 PR Agency in 2023 and 2024 by PR Net, 2024 Elite Top 100 PR Agency by PRNEWS, PR Daily’s Top Agencies for 2024, Inc. Magazine Regional Award for achievements and growth and a Finalist for Top Company of the Year by The Drinks Business. KLG PR's campaigns have also been lauded, winning accolades like Best Brand Launch by the Bulldog Awards, Best PR Campaign by the John Barleycorn Awards, and Best Campaign in Consumer Goods by the Sabre Awards. Benefits: Bonus Healthcare, Life, Vision and Dental 401K Cold Brew on Tap

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

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

Are you looking for a financial advisory role where advice truly comes first? Do you want to work with sophisticated clients, deliver comprehensive planning, and build long-term relationships in a collaborative, fee-only fiduciary environment? Altfest Personal Wealth Management — one of New York’s most respected independent wealth management firms — is seeking an experienced Senior Financial Advisor to join our growing team in New York City. For more than 40 years, Altfest has been a leader in objective, client-first financial advice. As a nationally recognized independent RIA, we provide comprehensive wealth management to high-net-worth individuals and families while fostering a culture centered on intellectual curiosity, collaboration, and professional growth. This is an opportunity for an experienced advisor who wants to focus on delivering exceptional advice — not product sales or asset gathering quotas. We operate on a hybrid schedule (2 days in-office / 3 days remote), offering flexibility while maintaining meaningful collaboration and mentorship across the team. What You’ll Do Lead Deep Client Relationships • Serve as the lead advisor and trusted partner for high-net-worth clients and families, • Build long-term relationships grounded in trust, responsiveness, and thoughtful guidance, • Act as the quarterback across all aspects of clients’ financial lives Deliver Sophisticated Financial Planning • Develop and oversee comprehensive financial strategies spanning:, • Retirement planning, • Investment strategy, • Tax planning, • Estate and legacy planning, • Risk management, • Cash flow and wealth transfer strategies, • Translate complex financial concepts into clear, actionable recommendations Provide Investment Guidance • Partner with the investment team to deliver customized portfolio strategies aligned with client goals and firm philosophy, • Guide clients through market events and evolving financial circumstances with confidence and clarity Qualifications • 7+ years of wealth management or financial planning experience preferred, • CFP® designation strongly preferred (or actively pursuing), • Experience leading client relationships independently, • Strong expertise in holistic financial planning, • Exceptional interpersonal and communication skills, • Highly organized, proactive, and detail-oriented, • Collaborative mindset with a strong commitment to fiduciary advice, • Bachelor’s degree from an accredited institution Compensation & Benefits • Base salary starting at $150,000 plus incentive compensation, commensurate with experience, • Comprehensive benefits package including:, • Fully paid medical coverage (no in-network copays or deductibles), • Dental and vision insurance, • Life insurance, AD&D, and disability coverage, • Flexible Spending Account (FSA), • Generous 401(k) match with Traditional and Roth options, • Fully paid parental leave, • Hybrid work flexibility (2 days office / 3 days remote) This Role May Be a Great Fit If You: • Want to work in a true fee-only fiduciary environment where advice is fully aligned with client interests, • Enjoy building deep, multigenerational client relationships, • Thrive on solving complex financial planning challenges, • Prefer collaboration and long-term client impact over sales-driven culture, • Are seeking a long-term career path with opportunities for leadership and continued professional development, • Value working alongside highly experienced, intellectually curious professionals Why Altfest? Altfest combines the reputation and resources of an established national firm with the culture and collaboration of a boutique advisory practice. Advisors here are empowered to do their best work while continuously developing their expertise and careers. We are proud to be recognized as: • Crain’s New York Business – Best Places to Work (2020, 2022, 2023, 2024, 2025), • InvestmentNews – Best Places to Work for Financial Advisors (2024, 2025) Altfest Personal Wealth Management is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability, veteran status, or any other protected status under applicable law.

Experienced Financial Advisor – Grow Your Practice with Lee, Nolan & Koroghlian, LLC Are you an established financial professional looking for greater support, flexibility, and growth opportunities? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking experienced Financial Advisors ready to take their practice to the next level. Join a firm that values your expertise, supports your independence, and provides the resources to help you scale your business and better serve your clients. What You’ll Do • Manage and grow an existing book of business while developing new client relationships, • Deliver comprehensive financial planning strategies, including retirement, investment, and risk management solutions, • Provide ongoing advice and portfolio reviews to high-net-worth and emerging clients, • Leverage firm resources, technology, and support staff to enhance your practice, • Competitive and flexible compensation structure designed for experienced producers, • Transition support, including assistance with book-of-business onboarding, • Access to a broad suite of financial solutions through MassMutual, • Advanced planning support and dedicated back-office resources, • Marketing support and practice development tools, • Flexible work environment with entrepreneurial independence, • Proven experience as a Financial Advisor, Wealth Advisor, or similar role, • Active licenses (Series 6 or 7, Series 63/65 or 66, Life & Health), • Strong track record of client acquisition, retention, and revenue growth, • Established client relationships or transferable book of business preferred, • Entrepreneurial mindset with a desire to grow and scale a practice We offer the best of both worlds: the strength and stability of MassMutual combined with the personalized support of a local, growth-focused firm. Here, you’ll have the freedom to run your practice your way—backed by a team committed to your long-term success. If you’re ready for more control, more support, and more opportunity, let’s start the conversation. Apply today.

Tax Manager A highly respected advisory and public accounting firm is seeking a Tax Manager. This role will work closely with high-net-worth individuals, families, and family offices, providing sophisticated tax planning, compliance, and consulting services. The position offers strong client exposure, leadership responsibilities, and the opportunity to advise on complex wealth and estate planning matters. Responsibilities: • Manage and review complex tax returns for individuals, trusts, estates, private foundations, and family investment entities., • Provide tax planning and advisory services tailored to high-net-worth clients and family offices., • Identify tax-saving opportunities and develop customized planning strategies., • Advise clients on estate, gift, and income tax matters., • Research evolving tax laws and communicate implications to clients and internal teams., • Build and maintain strong client relationships through high-touch advisory services., • Supervise, mentor, and review the work of junior tax professionals., • Assist with special projects and planning initiatives related to wealth preservation and succession planning. Qualifications: • Bachelor’s degree in Accounting, Finance, or related field., • CPA or advanced degree preferred., • 5+ years of tax experience with high-net-worth individuals and closely held entities., • Strong technical knowledge across individual, trust, estate, and gift taxation., • Excellent communication, leadership, and client management skills., • Ability to manage multiple priorities in a fast-paced environment.

About Secfi Secfi is building the leading investment platform for founders and tech employees to unlock the full value of their pre-IPO equity (option- and shareholdings) and multi-family office for the next generation of affluent tech entrepreneurs. We manage and raise private funds investing in leading pre-IPO companies. We provide tens of thousands of executives, employees and founders with tax and equity planning. And we are building a multi-family office investment management platform. With a highly differentiated origination funnel, tech-enabled operations, and growing LP demand, we’re scaling rapidly. We are entering our next phase of scale and are hiring a Chief of Staff to work directly with the CEO and management team to accelerate execution across the company’s most critical initiatives. About the role • This is a high-trust, high exposure role at the center of the company., • You will work closely with the CEO/CIO on high-impact corporate strategy, partnerships, and fundraising initiatives. This role requires both intellectual rigor and practical execution, combining strategic thinking with the ability to deliver at speed., • You will be responsible for supporting leadership in shaping and executing company strategy, managing critical partnership and fundraising initiatives, and ensuring the development of high-quality materials and analysis., • This position is ideal for someone from a top investment banking, management consulting (MBB), or private equity/venture capital background who thrives in a fast-paced environment, can quickly grasp complex problems, is highly analytical and can communicate insights and recommendations concisely., • This is not just a strategy role; we’re looking for someone who can think like an advisor and execute like an operator. You must have a flexible agenda and can-do mindset. Travel will be required as part of this role and you’ll have to align your schedule to the timezone the CEO/CIO operates in. This will mostly be ET and CET. Location: • This role is based is preferably based in New York, • For the right candidate it's possible to start this role in Amsterdam and relocate to NY later, • In office 3+ days a week + travel requirements What you’ll do: • Partner directly with the C-suite to help build a best-in-class fintech and asset management firm, • Shadow the CEO/CIO and Founder in critical meetings and execute on next steps, turning discussions into execution with speed and precision, • Support key corporate projects including strategic partnerships, shareholder discussions, board meetings and company-wide strategy, • Be an absolute Excel ninja and PowerPoint wizard. You should be deeply numerical and be able to convert complex data into simple and straightforward stories and slides, • You're able to talk confidently with founders, CEOs and CFOs of growth and unicorn stage companies, as well as various institutional investors and family offices, • Support Management Team members in their strategic plans, e.g. the head of Product in product strategy and roadmap + research, the head of BD with a new pricing strategy for partnerships and the head of marketing with a new plan for targeting founders and CFOs, • Contribute to our capital raising efforts for our PE/VC style late-stage investment funds, • If you have no interest in technology and exploring the use of AI in your day to day; don’t apply What you’ve done: • 4–7 years of experience in top-tier investment banking (Top tier bank), management consulting (McKinsey, Bain Consulting or Boston Consulting Group) with an affinity to finance, or private equity/venture capital, • Exceptional analytical, problem-solving, and quantitative skills, • Exceptional proficiency in Excel (modeling, analytics) and PowerPoint (high-quality presentations) and ability to distill the key narrative (Pyramid principle) and present accordingly, • Strong communication skills with the ability to break down complex concepts into concise, actionable insights and communicate with senior (third party) executives, • Self-starter mindset with the ability to work independently in a fast-paced environment, • Strong interest or exposure to technology, wealth management, venture capital, or growth-stage investing Also important • Fluent in English, • Curious, optimistic and positive mindset, • Have fun at work

Investor Services Analyst About the Opportunity A leading global investment firm is seeking an Investor Services Analyst to support its interval fund platform within the wealth channel. This is a high-impact, client-facing role designed for an early-career professional with experience servicing interval funds and working with financial advisor clients. The firm offers a collaborative, team-oriented environment with exposure to alternative investment strategies, including private credit, real estate, and private equity, delivered through semi-liquid fund structures. Position Overview This role serves as a key point of contact for wealth clients invested in U.S. registered interval and tender offer funds. The Investor Services Analyst (Wealth / Interval Funds) will play a critical role in delivering a high-quality client experience while supporting operational workflows across the full investor lifecycle. Working cross-functionally, this individual will partner with internal teams across distribution, operations, and fund reporting to ensure timely and accurate servicing of client needs. Key Responsibilities • Serve as a primary contact for financial advisors and wealth clients invested in interval funds, • Coordinate investor onboarding and offboarding, including account setup and maintenance, • Manage client inquiries, RFIs, and due diligence requests in a timely manner, • Support investor servicing activities including cash flows, capital calls, and distributions, • Partner with internal teams to deliver accurate and timely client reporting, • Maintain and validate client data across internal systems, • Assist with client portal access, reporting delivery, and documentation updates, • Communicate fund-related updates and information to investors, • Collaborate with internal stakeholders to resolve client issues and improve processes, • Participate in system enhancements and operational improvement initiatives Qualifications • 3–5 years of relevant experience (flexible up to ~8 years) in investment management, client service, or fund operations, • Direct experience working with interval funds or tender offer funds required, • Strong understanding of interval fund structures (’40 Act funds), • Experience supporting wealth clients, RIAs, or financial advisors, • Strong organizational skills with the ability to manage multiple priorities, • Excellent communication and relationship management skills, • Analytical mindset with strong attention to detail, • Proficiency in Excel; exposure to SQL or Python is a plus, • Bachelor’s degree required Why This Role • Direct exposure to a fast-growing segment of the alternatives market, • Highly collaborative and visible role with client interaction, • Strong compensation and long-term growth potential, • Opportunity to deepen expertise in interval fund structures and investor servicing Location: New York, NY (Hybrid) Compensation: $150,000 – $200,000+ base + bonus + full benefits

Family Office Investment Analyst New York, NY Hybrid model: 3 days in office, 2 days work from home This is an unparalleled opportunity to join the investment arm of an elite FinTech-focused family office. The Investment Analyst will focus on new investment analysis, portfolio monitoring across direct, fund and public positions, and development of an AI-native reporting and analytics infrastructure. The family office invests in venture and growth-stage FinTech companies alongside top institutional co-investors, and benefits from one of the most valuable proprietary FinTech datasets in the industry — accumulated across 20+ years of exclusive focus on the sector. In this role, you will work side-by-side with the Managing Partner and senior leadership. What are the unique opportunities of this role? The Investment Analyst will gain deep exposure to private and public FinTech and AI investing, portfolio construction, and the application of AI and automation to investment workflows. You will see investment opportunities at every stage — from early-stage venture to growth equity to public markets — and will operate in a small, high-trust team with direct access to the Managing Partner. The AI, analytics, and automation component of this role is equally weighted to investment analysis, giving the right candidate a rare opportunity to combine investing with hands-on technical building. • Conduct business, market, and financial diligence on new FinTech investment opportunities; build bottoms-up models, returns analyses, and investment memos, • Monitor and report on the full Roofdeck portfolio — direct investments, fund LP positions (TVPI, DPI, IRR, NAV), and public market holdings, • Maintain and manage the proprietary deal pipeline and portfolio tracking systems; develop key analyses using the data, • Design and build automated reporting pipelines and interactive dashboards using Claude, Claude Code, Python, and similar AI-native tooling, • Implement agentic AI workflows (e.g., MCP servers, Claude Code hooks) to automate research, diligence, and synthesis tasks, • Utilize portfolio and transaction data to generate proprietary market signals and surface new client opportunities for the Investment Banking team, • Develop subject matter expertise across FinTech sectors — payments, lending, wealth, capital markets technology, insurtech, and crypto Qualifications • The start date for this position is immediate, • 1 – 3 years experience in investment banking, venture/growth equity, or a data/analytics role with meaningful financial modeling exposure, • Demonstrated, hands-on proficiency with AI coding tools — Claude Code, GitHub Copilot, Cursor, or equivalent; must be able to show prior work, • Strong Python skills for data analysis, modeling automation, and workflow scripting (pandas, NumPy, SQL, Jupyter), • All degrees considered; Finance, Computer Science, Economics, or a quantitative discipline preferred, • Strong interest in finance, FinTech, and applying AI / automation to investment workflows, • Exceptional writing and verbal communication skills, • Strong work ethic and a drive for excellence, • Team player, self-motivated, and entrepreneurial, • Strong project management and research skills, • High attention to detail, • U.S. work authorization required. Firm will not sponsor applicants for work visas at application or in the future. Family Office Highlights • Managing Partner known as one of the top thought leaders and investors in FinTech / AI, • Direct access to one of the most valuable proprietary FinTech datasets in the industry, built over 20+ years, • Investing alongside top-tier institutional co-investors across venture, growth, and public markets, • Access to world-class executives at high-growth companies, • Dominant footprint in one of the largest sectors: financial technology, • Excellent career path, strong and competitive compensation, • Close-knit, high impact team, • Rapidly evolving roles and responsibilities Base Salary: $110,000-$120,000 + bonus

Job Description Accounting Policy advisor based in New York with responsibility for the execution of complex accounting matters, the implementation, and application of accounting policies, collaborating with and advising the front office and Finance management on significant transactions, and representing Controllers on key control initiatives and control committees. • Reports to US Head of Accounting Policy, • Exposure to senior members of Jefferies, including the Chief Accounting Office and the Global Controller, and will interact with Jefferies Financial Reporting Group Key Attributes Candidate has a strong technical accounting background and experience within the financial services industry (minimum seven years overall experience). Ability to analyze and communicate complex, technical matters succinctly and in non-technical terms, both in person and in writing, is essential. Practicality and consideration of overall organizational needs is a key skill set for operationalizing accounting considerations. Strong execution skills. Must have ability to work both independently and collaborate across Corporate functions to fulfill responsibilities in a dynamic environment. Essential Job Functions • Research technical accounting issues supporting multiple businesses throughout the firm. Topics include revenue recognition, consolidations, financial instruments, securitizations and equity method accounting., • Preparation of technical accounting memos to document and support conclusion reached on accounting research., • Assist in the implementation of new accounting standards., • Interact with various functions across the finance department, such as Product and Corporate Controllers, Treasury and Risk Management, to communicate technical accounting conclusions and related financial statement impacts, and assistance in the development of processes to support the related accounting treatment., • Preparation of certain elements of the financial statements and footnote disclosures, such as disclosures related to variable interest entities., • Monitor new accounting developments and the potential impact to Jefferies., • Coordinate with internal and external auditors Requirements • Minimum 5 years experience relevant experience, • Knowledge of GAAP, • Ability to analyze and assess technical accounting guidance, • Understating of financial statements and footnotes, • CPA required, • Financial services background a plus Primary Location: New York, NY Full Time Salary Range of $165,000-$180,000. About Us Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.

Our firm is expanding & we're searching for a Recruiting Coordinator to work out of our Madison Avenue location. This role will partner closely with the Director of Recruiting to drive recruitment results. This position offers an exceptional opportunity to gain comprehensive exposure to the entire recruitment lifecycle, including sourcing, selection, onboarding, and development processes. Responsibilities • Support the Madison Avenue Recruiting Team, including directly partnering with the Director of Talent Acquisition & other Recruiting team members., • Manage the full-time selection process for the Director of Talent Acquisition., • Manage the firm’s Talent Acquisition Social Media Presence., • Learn the Financial Advisor career so you can properly articulate the value proposition to candidates and Centers of Influence (COIs)., • Send appropriate communications to Financial Advisor candidates to welcome them to the firm and create a friendly, inclusive, white glove experience., • Serve as a ‘face of the firm’ when candidates come to our office in person by greeting them, giving office tours, and ensuring the person they are meeting is notified of their arrival., • Be our reporting guru. Understand the tracking of recruitment, on-boarding, and development activity, and prepare reports as directed., • Maintain candidate database NMTalent and serve as the team subject matter expert., • Assist in administration of selection profile tools as needed. Create ‘feed lists’ via social media sites., • Maintain supply of all recruitment e-materials and regularly update materials., • Manage expenses and credit card receipts for the team., • Manage calendars appointments for the team and conference room reservations as needed., • Assist with the onboarding and coordination of training for new team members., • Coordinate the weekly and monthly recognition systems for our talent acquisition team. Qualifications • 1-2 years of experience in a recruiting or business related field., • A local college graduate with established relationships and active involvement in school athletics, clubs, and work., • Bachelor’s degree, in business or related field., • Demonstrated ability to work professionally within a team and engage with all levels of stakeholders., • Proficiency with sourcing platforms such as LinkedIn, Indeed, and Handshake., • Strong personal & professional networks, particularly within campus communities., • High degree of initiative and organization., • Excellent oral and written communication skills., • Strong attention to detail with the ability to work with a high degree of accuracy., • Ability to embrace change and work in a fast-paced environment., • Ability to be flexible and open minded., • Willingness to learn. About Northwestern Mutual Northwestern Mutual has been helping families and businesses achieve financial security for over 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.

ABOUT US Total Management Group is widely recognised as a world-leading provider of event and travel solutions. We are currently seeking a motivated candidate to join our fast-growing Events division, Total Management Events. With a wealth of experience behind us, synergistic supporting services and our company values, Total Management Events offers a service that is uncompromised in delivering seamless, well considered, high quality event solutions to global corporate clients, leading brands, and industry names. At Total Management Group you have the opportunity to join a creative and dynamic team, providing unique and personalised experiences, elevating the ordinary and striving for excellence. ROLE OVERVIEW The Head of Events North America is a high-impact leadership role responsible for driving the strategic direction, operational excellence, and financial success of our North American event division. Working closely with executive leadership, you will lead and scale a team of Event Directors and Event Managers, ensuring world-class client delivery and pushing the boundaries of innovation in the experiential space. This role focuses on cross-functional integration, effective communication, and alignment between global divisions. You will oversee operational functions to ensure optimal output and resource allocation in tandem with our office in London. RESPONSIBILITIES Team Management • Lead, mentor, and develop a high-performing team of Event Directors and Senior Managers, fostering a culture of accountability, collaboration, and excellence., • Oversee staffing and resource management, managing workflow and project allocation in collaboration with department leads., • Implement best-in-class management practices, including consistent 1-on-1s, performance reviews, and professional development initiatives., • Spearhead recruitment efforts, identifying top talent and leading the interview process for the events division., • Manage team schedules and PTO approvals in accordance with company policy. Financial Accountability • Provide full financial oversight, including the review of project forecasts, profitability, and cash flow., • Direct the budgeting process and provide final approval for high-value event budgets., • Negotiate and manage vendor agreements, Master Service Agreements (MSAs), and commission structures., • Own the departmental P&L, contributing to long-term financial planning and margin optimization. Client Delivery and Relationships • Architect robust account management structures to sustain and grow long-term client partnerships., • Champion a client-centric philosophy, ensuring exceptional service delivery and satisfaction across all touchpoints., • Oversee the execution of major events and new client launches, ensuring rigorous best practices and effective resource planning., • Act as a strategic advisor to key clients, fostering high-level relationships and securing the agency’s position as a trusted partner. Operational Oversight • Drive operational efficiency across all event-related activities, ensuring alignment with global standards., • Evaluate and optimize Tech Stack ROI and internal event processes., • Streamline the onboarding and contracting process for both clients and vendors., • Execute vendor performance evaluations to ensure service quality, compliance, and cost-effectiveness., • Standardize the "Live Event Process" documentation, ensuring it is comprehensive, current, and strictly followed., • Partner with Operations/HR to ensure compliance with local labor laws and Health & Safety regulations. Growth and Business Development • Strategic Growth Alignment: Partner with the Business Development team to execute North American growth strategies and penetrate new market segments., • RFPs & Pitches: Lead the development of compelling RFP responses and high-impact pitch presentations to win new business., • Brand Positioning: Collaborate with Marketing to leverage the position of events and Total Management Group, • Revenue Targets: Drive organic growth within existing accounts and secure new business to meet annual sales goals., • Market Intelligence: Monitor US market trends and the competitive landscape to inform future growth strategies. SKILLS & EXPERIENCE • 8+ years of leadership experience in live experiential event production globally, preferably within a fast-paced agency environment., • Strong commercial acumen, with proven experience in P&L management, complex budgeting, and high-level vendor negotiations., • Proven track record of leading multi-disciplinary teams, with a focus on mentorship, talent retention, and performance culture., • Executive-level client service skills, with extensive experience leading successful RFP responses and multi-million dollar pitches., • Technical Proficiency: Deep understanding of end-to-end event production, compliance, and risk management., • Collaborative Mindset: Ability to work seamlessly across departments to align on broader corporate objectives. WHY TOTAL MANAGEMENT We strive to be an equal opportunity employer, providing career development and growth with competitive salaries. We have an employee focused culture and an active employee engagement. Recognised as one of The Sunday Times Best Places to Work in 2025 and 2024. WHAT IS ON OFFER • Competitive salary, • 22 days PTO plus 11 federal holidays, • Hybrid working, 4 days in the office and 1 day from home, • Additional 14 days per year work from home, • 401K, • Medical, Dental and Vision benefits, • Preferential Travel Rates, • Monthly Pay Day Meals & Company Socials

GENERAL ASPECTS OF THE INTERNAL AUDIT AREA BBVA is a global company with more than 160 years of history that operates in more than 25 countries where we serve more than 80 million customers. We are more than 121,000 professionals working in multidisciplinary teams with profiles as diverse as financiers, legal experts, data scientists, developers, engineers and designers. BBVA Internal Audit is a global function with more than 670 professionals across 14 countries playing a critical role in the Group's governance and risk management. In the United States, the Internal Audit team operates as part of this global function, working collaboratively within the broader international network to ensure consistency, insight, and impact. As the third line of defense, Internal Audit provides independent assurance and advisory services, acting as a strategic partner to the business by delivering risk-based insights that support decision-making and strengthen the control environment. Our team is diverse, multidisciplinary, dynamic, and flexible, composed of professionals with the knowledge and expertise to cover all areas and activities of the organization. Beyond its assurance role, Internal Audit acts as a strategic partner, providing independent, risk-based insights that support decision-making and strengthen the control environment and overall performance. In addition, we are at the forefront of transforming the audit function, driving the use of advanced data analytics and integrating artificial intelligence solutions to anticipate risks and deliver greater value to the business. Joining Internal Audit means becoming part of a demanding, high-impact environment with a transversal view of the Group. It is a unique opportunity to accelerate your professional development, gaining deep insight into the business and the key strategic challenges of a leading global organization, and become a strategic partner to the business as the Institution’s Third Line of Defense. ROLE OVERVIEW As an Internal Auditor Associate on AML, you will analyze and evaluate AML processes that support BBVA’s US operations. Specifically, focused on evaluating the effectiveness of the organization’s compliance risk management framework, with an emphasis on Anti-Money Laundering (AML) and Sanctions risk domains, and broader regulatory compliance within US Corporate & Investment Banking (CIB) and International Wealth Management businesses. You will gain in-depth knowledge of how a company like BBVA operates, as well as the Internal Audit function (including its methodologies and applicable practices). You will work within multidisciplinary teams alongside subject matter experts across various business areas. Working under the guidance of a project leader, you will conduct risk-based analyses across multiple domains, focusing on recommendations that have a direct impact on the organization’s management. You will interact with business units and process owners, working closely with them to understand their operations and propose improvements. This role requires a solid foundation in AML, Sanctions, and regulatory compliance auditing, including risk assessment and control evaluation. The role contributes to strengthening the organization’s financial crime risk management framework and supports alignment with U.S. regulatory expectations. PRIMARY DUTIES AND RESPONSIBILITIES • Execute risk-based internal audit engagements covering BSA/AML, Sanctions (OFAC) risk, NYS DFS Part 504 requirements, general Bank Regulatory Compliance with Federal and local banking laws, rules, and regulations., • Perform walkthroughs, test procedures and processes, and assess relevant controls., • Evaluate adherence to applicable U.S. banking and financial crime regulatory requirements, and internal procedures., • Assess the design and operating effectiveness of AML and Sanctions related internal controls and regulatory compliance frameworks., • Identify control deficiencies and root causes, and deliver actionable, risk-based recommendations to management., • Recommend enhancements to governance policies, procedures, and control frameworks., • Communicate effectively and timely during the lifecycle of the audit engagement., • Document test results clearly and concisely, and produce high-quality audit workpapers., • Prepare clear and concise audit reports for senior management and stakeholders., • Able to identify relevant risks, recommending enhancements as needed., • Leverage data analytics and AI tools to enhance audit coverage and efficiency., • Support audit planning activities, including risk assessments and scoping., • Monitor and validate remediation of audit findings. QUALIFICATIONS Academic Background and certifications • Education: Bachelor’s degree required; preferred fields include Accounting, Finance, Business Administration or other related fields., • Professional certification such as Certified Anti-Money Laundering Specialist (CAMS) / Certified Internal Auditor (CIA) preferred. Professional Experience • Minimum of 3-4 years of experience in internal audit, external audit, compliance, regulation, or risk advisory (financial services experience strongly preferred)., • Knowledge and expertise in auditing U.S. banking regulatory frameworks BSA/AML, OFAC, FinCEN, Federal Reserve, NYDFS., • Experience working within a financial institution or at a consulting/advisory firm is preferred. Skills & Competences • Strong analytical, problem-solving, and report-writing skills., • Experience with data analytics tools (e.g., Excel, Power BI, SQL, or Python) is a plus, • Effective written and verbal communication skills, with the ability to interact with stakeholders at all levels., • Familiarity with audit management tools (e.g., TeamMate, AuditBoard), • Advanced computer skills required, with preferred proficiency in the Google Workspace suite, including Google Docs, Google Sheets, and Google Slides. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $110,000 to $140,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Staffmark Group is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal candidate should possess at least two years of administrative support experience from a corporate environment. Administrative Assistant position is a 12 month contract working onsite at our client are responsible for general office support, including but not limited to: • Managing travel & expenses, including making travel arrangements and processing expenses for team members, • Processing incoming & outgoing mail, including checks and stock certificates, tax forms, and scanning, • Providing general administrative services to teams, such as maintaining calendars and schedules, and answering phones, • Coordinating and scheduling office events, including recruiting, internal events and external client events as needed. Duties to include booking conference rooms, ordering food, printing documents, coordinating interview schedules, liaising with building services, and greeting visitors, • Assisting the Private Wealth Management Team in servicing clients, with a focus on operational excellence and customer service Qualifications • Proficiency in Word, Excel, PowerPoint and Outlook required, • Bachelor's degree preferred, • A minimum of 2 years of work experience in a professional corporate environment, • New graduates who have a desire to be in the financial services industry are also encouraged to apply, • Strong written and verbal communication skills, • Enjoys working in a team environment, • Polished communication skills, • Ability to multi-task and work in a fast-paced environment, • Business professional environment and attire, • Possess critical thinking skills and good judgment, • Displays personal pride in work, always striving to do his/her best, • Chooses to always operate with integrity and transparency

Job Title: Operations Specialist (Career Growth Path) Location: New York, NY (In-Office) Compensation: $85,000 – $110,000 Base Salary + Performance Bonus The Opportunity Join a premier, high-growth wealth management firm managing over $1.2 Billion in AUM. We specialize in comprehensive financial planning for physicians and are one of the fastest-growing branches within the Osaic network. As we scale at over 30% per year, we are looking for a foundational operations professional who wants to build a long-term career with us. Long-Term Career Path We are seeking a candidate who truly enjoys the operations side of wealth management and intends to stay and grow in this field for several years. This is not a "stepping stone" to becoming an advisor; it is a path to operational leadership (Operations Manager, Lead Operations or Chief Compliance Officer). Core Responsibilities • Independent Execution: You are a self-starter who does not need to be micromanaged. You own your desk, manage your own schedule, and ensure nothing falls through the cracks., • Account Setup Excellence: Take full ownership of the end-to-end opening process for Individual, Joint, 529, and Entity accounts. You ensure every document is submitted correctly the first time, proactively catching errors to guarantee a smooth experience., • FA Partnership & Feedback: Act as a true partner to our Financial Advisors. This includes understanding their priorities, managing expectations, and providing regular feedback on task status., • Critical Deadline Support: Lead the charge during peak periods (Tax Season and Year-End) on last-minute account openings, funding, and contribution/distribution requests., • Money Movement & Funding: Execute ACAT/non-ACAT transfers, wires, and check distributions. Proactively assist advisors with the formal funding of Revocable Trusts., • Retirement & Tax Support: Oversee RMDs, QCDs, Rollovers, and DAFs. You must be able to spot and fix errors—such as IRA over-contributions—before they cause tax issues. Technical Requirements • Experience: Minimum 2-3 years specifically supporting Financial Advisors in an operations role., • Mandatory Skills: You must have extensive, hands-on experience opening new accounts and managing the full Rollover processing lifecycle., • Platform Mastery: Understanding of the broader Broker-Dealer/RIA landscape (e.g., Schwab, NFS) and how to resolve NIGO issues independently is a major plus., • The "Error Anticipator": You look three steps ahead to prevent mistakes before they happen. Benefits & Perks • Retirement: 401(k) plan with firm contribution/match., • Health: Comprehensive Health, Dental and Vision insurance., • Time Off: Paid Time Off (PTO) package., • Bonus: Annual performance-based incentives tied to accuracy and firm growth.

General Manager — New Jersey MotorEnvy | Clifton, NJ | Full-Time | On-SiteCompensation: $50,000 – $150,000 base + performance bonus + equity participation About MotorEnvy MotorEnvy is not a dealership. We are not a rental company. We are not a traditional lease shop. We are a luxury vehicle subscription and acquisition platform built for clients who want the best — a McLaren 720S, a Mercedes G-Wagon, a Porsche 911 — without the friction, the depreciation, or the 36-month commitment that comes with conventional ownership. Our clients are high-net-worth individuals, executives, and enthusiasts who expect a concierge-level experience from first inquiry to white-glove delivery at their door. We source, finance, deliver, and manage exceptional vehicles across New York, New Jersey, Florida, and beyond. We are growing fast, our model is working, and the North East is one of our most important markets. We are now looking for the person who will run it. The Role This is a General Manager position — but if the word "manager" makes you think of someone who maintains what already exists, this is not the role for you. We have two talented junior salespeople in New Jersey and a market we know can be significantly larger. What we need is a leader who will build the operation, develop the team, and own the results. You will report directly to the CEO, operate with genuine autonomy, and be held to genuine accountability. There is no layer of middle management between you and the decisions that matter. What you will own: You will be responsible for the full commercial performance of MotorEnvy's North East market. That means driving revenue, managing the P&L, developing your sales team, and building the B2B partnerships — with exotic car clubs, concierge services, wealth managers, and high-net-worth networks — that will define how far this market can go. You will collaborate closely with our Florida team on marketing, campaigns, and strategy, and you will have a direct line to the CEO at all times. This is a role for someone who thinks about the business constantly — not because they have to, but because they cannot stop themselves. What You Will Do Lead and Develop the NJ Sales Team. You will be the day-to-day leader for two junior salespeople who need coaching, structure, and a standard to rise to. You will set the culture, model the behavior, and grow the team as the market grows. Drive Revenue and Own the P&L. You will be responsible for New Jersey's top-line revenue and bottom-line results. You will know the numbers cold, understand the levers, and make smart decisions about where to invest time and resources. Build B2B Partnerships. Some of the highest-leverage growth in this market will come from relationships — with luxury and exotic car clubs, private wealth managers, family offices, corporate travel programs, and lifestyle management services. You will identify, approach, and develop these partnerships personally. Manage the Client Experience. MotorEnvy's reputation is built on a concierge-level experience. You will ensure that every client interaction — from first inquiry to vehicle delivery to ongoing service — reflects that standard. Collaborate on Strategy. You will work closely with the CEO and the Florida team on marketing campaigns, inventory strategy, pricing, and market positioning. Your voice will matter in how the company grows. Who You Are You have spent meaningful time in the automotive world — at a luxury dealership, an independent brokerage, a leasing operation, or somewhere adjacent — and you have been quietly frustrated that the place you work does not run the way you know it could. You have the instincts, the relationships, and the drive. What you have been missing is the platform and the autonomy to use them fully. You do not need to be told what to do next. You see the opportunity, you make a plan, and you execute. You hold yourself to a high standard and you hold your team to one as well — not through pressure, but through example and expectation. You are comfortable with accountability because you are confident in your ability to deliver. You likely have: 5+ years of experience in automotive sales, sales management, or business development — with meaningful exposure to luxury, exotic, or premium segments A track record of growing revenue, building client relationships, or opening new channels — not just managing existing ones Experience leading or developing others, formally or informally An existing network in the New Jersey or tri-state area that you can activate quickly The financial literacy to understand a P&L and make decisions based on it A genuine passion for exceptional vehicles and the clients who love them What We Offer A real leadership role with real ownership. This is not a position where you execute someone else's playbook. You will build the playbook for New Jersey. Competitive compensation with meaningful upside. The base salary is competitive. The performance bonus is tied directly to market results — your results. And for the right candidate, there is a path to equity participation in the NJ market's growth. Direct access to the CEO. No bureaucracy. No politics. A founder who will invest in your success, get out of your way, and share meaningfully in what you build together. A brand worth representing. MotorEnvy has been featured in Road & Track, Motor Authority, NorthJersey.com, and beyond. Our clients trust us with their most significant automotive decisions. That reputation is yours to build on. A market with real runway. New Jersey is one of the wealthiest states in the country. The demand is there. The infrastructure is there. The team is there. What has been missing is the right leader. A Note on Who Should Apply We want to be honest about what this role is and is not. If you are looking for a stable, structured position with clear processes and predictable days, this is probably not the right fit. MotorEnvy is a growing company, and this market is in a build phase. There will be ambiguity. There will be challenges. There will be days where you have to figure things out without a manual. If that sounds like a problem, this is not the role for you. If that sounds like exactly the kind of environment where you do your best work — welcome. We have been looking for you. How to Apply Apply directly through LinkedIn, or reach out to us at with a brief note on your background and why this resonates. We read every message. We respond to the ones that show us you have actually thought about it. We are not looking for a resume that checks boxes. We are looking for a person who sees what this could be. MotorEnvy is an equal opportunity employer. We evaluate candidates on the basis of their ability to do the job — nothing else. Keywords for LinkedIn Algorithm: General Manager | Automotive | Luxury Vehicles | Sales Leadership | Business Development | New Jersey | Exotic Cars | High Net Worth | Concierge Automotive | P&L Management | Team Leadership | Luxury Sales | Car Subscription | Vehicle Acquisition

Management Consultant – Banking / Wealth Management (Consultant level) 📍 New York, NY (Hybrid – occasional travel to Manhattan required) 💼 Permanent 💰 $80,000 - $120,000 base salary Your growth starts here. Make an impact in financial services consulting. We are working with a global management and technology consulting firm with deep expertise in the banking and financial services sector. With a strong international footprint and a collaborative, high-performance culture, we partner with leading banks and financial institutions to deliver meaningful transformation across strategy, operations, and technology. The roles offer the opportunity to work on high-impact client engagements while developing your consulting skillset in a supportive, entrepreneurial environment. The Role Depending on your experience and level, you will: • Deliver high-quality client proposals, presentations, and project deliverables, • Assess client organizations, processes, and systems to identify improvement opportunities and recommend innovative solutions, including designing and implementing Target Operating Models, • Manage project delivery end-to-end, ensuring alignment with objectives, timelines, and quality standards, • Facilitate workshops and effectively gather business and technical requirements, • Build trusted client relationships and act as a day-to-day advisor, • Stay current on banking trends, digital innovation, and emerging technologies Your Background • 2 - 4 years of experience in management consulting within banking / financial services, • Understanding of banking products / systems / platforms and operations (retail, wealth management, capital markets or investment banking), • Experience delivering consulting engagements and working directly with clients, • Analytical, structured thinker with strong problem-solving skills, • Exposure to business / process / technology transformation programs, • Excellent communication and stakeholder management skills, • Entrepreneurial mindset with the ability to manage multiple priorities, • Willingness to travel and work regularly from the Manhattan office Why Join • Global consulting firm focused exclusively on financial services, • Strong onboarding and continuous learning through a global academy, • Clear career progression and international mobility opportunities

Location: New York, NY; Metro New York; Toronto, ON Practice:Transaction Strategy, Talent Practice Reports to:Director (with significant autonomy and responsibility for guiding Consultants and Analysts) As a Senior Consultant in Aon's Transaction Strategy (TS) practice, you will play a key leadership role on project teams, shaping human capital solutions that support complex business transformations (M&A, divestitures, joint ventures, IPOs, restructurings, etc.). You will serve as a primary day-to-day advisor to client stakeholders, lead workstreams or full projects, and mentor junior colleagues, while collaborating closely with Directors and Partners to grow key client relationships and the TS business. You bring deep expertise in at least one human capital domain (e.g., rewards, benefits, HR programs, talent/retention) and strong familiarity with the end-to-end deal or transformation lifecycle. You are comfortable operating in ambiguous, fast-paced environments and are adept at structuring complex problems, developing pragmatic solutions, and driving execution. At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. A TS Senior Consultant is a seasoned professional who: • Applies advanced knowledge of human capital, rewards, and HR programs in the context of business transactions and transformations., • Translates business strategy and deal objectives into integrated human capital workplans and solutions., • Leads the delivery of medium to large client engagements or major workstreams on complex, multi-disciplinary programs., • Serves as a trusted advisor to client HR and business leaders while mentoring and developing Consultants and Analysts., • Lead the delivery of key workstreams, or serve as overall engagement manager, on complex client consulting engagements related to:, • M&A (buy-side and sell-side), joint ventures, carve-outs, spin-offs, and IPOs, • Enterprise-wide restructurings and broader business transformations, • Human capital topics including compensation and benefits, HR operating model, HR policies and programs, talent, culture, and retention strategies., • Act as primary day-to-day contact for client project leads, managing expectations, aligning on scope, and ensuring high-quality deliverables., • Oversee HR due diligence activities:, • Design and implement due diligence and transaction integration/divestiture/HR standup workplans., • Direct and review the work of consultants/analysts performing data room review, interviews, and analytics., • Synthesize findings and implications into clear, executive-ready due diligence reports and recommendations., • Lead development of integrated project plans, including achievements, dependencies, and resourcing; ensure delivery on time, on budget, and within scope., • Provide both qualitative and quantitative advice to clients, including:, • Assessing HR programs, rewards, and benefits in the context of deal and transformation goals., • Developing financial and people-related models (e.g., cost, alignments, retention risk, headcount, incentives)., • Facilitate client meetings and workshops (virtual and in-person), presenting findings, options, and recommendations to both HR and business leaders., • Partner with Directors and Partners to identify client needs, shape project opportunities, and contribute to multi-year client account strategies., • Lead and model effective collaboration across TS, broader Talent, and other Aon solution lines (e.g., Health, Wealth, Risk, M&A Advisory)., • Coach, develop, and provide feedback to Consultants and Analysts, helping them build expertise in transaction-related human capital work., • Promote a culture of innovation, inclusion, and continuous improvement within project teams and the broader practice., • Actively incorporate emerging industry, market, and technology trends into project approaches and deliverables to keep Aon's human capital advisory offerings differentiated and relevant., • Build and manage multi-stakeholder client relationships across HR, Finance, Legal, and business leadership, becoming a go-to resource on human capital aspects of deals and transformations., • Take ownership of significant parts of business development efforts:, • Co-create proposals and statements of work with senior TS leaders., • Develop pricing and scoping approaches for defined workstreams., • Contribute to pitch meetings and orals presentations., • Help evolve and enhance TS methodologies, toolkits, templates, and knowledge resources; drive adoption of standards across the team., • Deepen understanding of Aon's broader Human Capital and Risk offerings and proactively bring integrated solutions to clients., • Manage project economics, including monitoring budgets, controlling scope, and ensuring profitable, high-quality delivery., • Collaborate with internal leaders with vision and solution line experts to design holistic client offerings that connect human capital, rewards, benefits, and broader business transformation objectives., • Identify cross-sell and up-sell opportunities in existing engagements, and bring them forward to Directors and Partners., • Contribute to thought leadership by:, • Supporting the development of client-facing perspectives, articles, or tools on HR in M&A and transformation., • Sharing insights from projects and market activity that can shape Aon points of view and go-to-market strategies., • Use data-driven insights to articulate the commercial impact of human capital strategies on deal value, synergy realization, and business performance., • Significant experience (typically 5-8+ years) in human capital, rewards, or HR consulting, or equivalent corporate experience in:, • Compensation and/or Employee benefits and, • HR programs, policies and operating model., • Demonstrated experience working on:, • HR-focused M&A transactions, business transformations, or large-scale organizational change (corporate or consulting environment)., • Proven ability to:, • Lead workstreams or projects and manage multiple stakeholders in high-pressure, time-sensitive environments., • Gain trust and credibility with senior client partners and internal leaders., • Structure complex problems, apply critical thinking and develop pragmatic, actionable recommendations., • Strong communication and presence:, • Excellent written and verbal communication skills, including development and delivery of executive-level presentations., • Ability to facilitate client meetings and workshops, and to communicate technical/analytical concepts in a business-focused manner., • Advanced analytical and technical skills:, • Strong proficiency with Microsoft Excel (e.g., financial models, people analytics, scenario modeling) and PowerPoint., • Comfort working with large datasets and translating outputs into insights and recommendations., • Demonstrated track record of:, • Leading and mentoring junior team members., • Taking ownership of deliverables and personal/professional development., • Bachelor's degree in Finance, Business Management, Human Resources, Economics, or other relevant field required., • Advanced degree (MBA, MS in HR/Industrial Relations, JD, (or other relevant master's) or other relevant master's)experience is a plus., • Additional desired qualifications:, • Professional certifications (e.g., SHRM-CP/SCP, WorldatWork, CEBS, project management certifications such as PMP)., • Demonstrated experience in compensation and benefits design, HR M&A and/or organization transformation work. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email___ The salary range for this position (intended for U.S. applicants) is $130,000 - $160,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location. This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan. Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. #LI-KN1 #LI-HYBRID 2578385

At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and access to free, year-round money coaches. That’s how we’re UNSTOPPABLE for our employees! Job Overview This role supports retail operations by engaging customers and facilitating their technology and service needs in a fast-paced environment. It involves building proficiency in customer service and sales to provide personalized device and service solutions. The role requires consistent use of digital tools to demonstrate network coverage and service benefits effectively. Success is measured by the ability to build customer relationships, complete training, and contribute to a seamless customer experience. The work impacts the organization by enhancing customer loyalty and supporting team initiatives through effective communication and service delivery. Job Responsibilities: • Develop proficiency in customer service and sales to deliver personalized technology and service solutions that meet customer needs, • Utilize digital tools consistently to demonstrate network coverage and service benefits during customer interactions, • Complete required training to build knowledge of products, services, systems, and processes for effective customer support, • Engage customers by exploring their needs and providing hands-on demonstrations of technology and accessories, • High School Diploma/GED (Required), • Passionate customer advocate with the desire to be yourself when connecting and having fun doing it! (Required), • Competitive drive and proven ability to succeed in a fast-paced sales environment. (Required), • Effective at balancing customer needs and performance goals. (Required), • At least 18 years of age DOT Regulated: DOT Regulated Position (Yes/No): No Safety Sensitive Position (Yes/No): No Hourly Base Pay: $21.50, plus $5.00 per hour training pay. Within the first 90 days working at T-Mobile, Mobile Associates receive on-the-job training and are eligible for hourly training pay. Once completed, Mobile Associates promote to the Mobile Expert role and become eligible for an annualized incentive target of $18,000/year. Actual incentives vary based on performance and full-time status. All employees at T-Mobile are guaranteed to earn $20/hour inclusive of base pay and incentives. And since we are ALL owners, EVERY employee at T-Mobile is eligible for an Annual Stock Grant. At T-Mobile, our benefits exemplify the spirit of One Team, Together! A big part of how we care for one another is working to ensure our benefits evolve to meet the needs of our team members. Full and part-time employees have access to the same benefits when eligible. We cover all of the bases, offering medical, dental and vision insurance, a flexible spending account, 401(k), employee stock grants, employee stock purchase plan, paid time off and up to 12 paid holidays - which total about 4 weeks for new full-time employees and about 2.5 weeks for new part-time employees annually - paid parental and family leave, family building benefits, back-up care, enhanced family support, childcare subsidy, tuition assistance, college coaching, short- and long-term disability, voluntary AD&D coverage, voluntary accident coverage, voluntary life insurance, voluntary disability insurance, and voluntary long-term care insurance. We don't stop there - eligible employees can also receive mobile service & home internet discounts, pet insurance, and access to commuter and transit programs! To learn about T-Mobile’s amazing benefits, check out . Never stop growing! As part of the T-Mobile team, you know the Un-carrier doesn’t have a corporate ladder–it’s more like a jungle gym of possibilities! We love helping our employees grow in their careers, because it’s that shared drive to aim high that drives our business and our culture forward. By applying for this career opportunity, you’re living our values while investing in your career growth–and we applaud it. You’re unstoppable! T-Mobile USA, Inc. is an Equal Opportunity Employer. All decisions concerning the employment relationship will be made without regard to age, race, ethnicity, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, religious affiliation, marital status, citizenship status, veteran status, the presence of any physical or mental disability, or any other status or characteristic protected by federal, state, or local law. Discrimination, retaliation or harassment based upon any of these factors is wholly inconsistent with how we do business and will not be tolerated. Talent comes in all forms at the Un-carrier. If you are an individual with a disability and need reasonable accommodation at any point in the application or interview process, please let us know by emailing or calling 1-844-873-9500. Please note, this contact channel is not a means to apply for or inquire about a position and we are unable to respond to non-accommodation related requests.

At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and access to free, year-round money coaches. That’s how we’re UNSTOPPABLE for our employees! Job Overview This role supports retail operations by engaging customers and facilitating their technology and service needs in a fast-paced environment. It involves building proficiency in customer service and sales to provide personalized device and service solutions. The role requires consistent use of digital tools to demonstrate network coverage and service benefits effectively. Success is measured by the ability to build customer relationships, complete training, and contribute to a seamless customer experience. The work impacts the organization by enhancing customer loyalty and supporting team initiatives through effective communication and service delivery. Job Responsibilities: • Develop proficiency in customer service and sales to deliver personalized technology and service solutions that meet customer needs, • Utilize digital tools consistently to demonstrate network coverage and service benefits during customer interactions, • Complete required training to build knowledge of products, services, systems, and processes for effective customer support, • Engage customers by exploring their needs and providing hands-on demonstrations of technology and accessories, • High School Diploma/GED (Required), • Passionate customer advocate with the desire to be yourself when connecting and having fun doing it! (Required), • Competitive drive and proven ability to succeed in a fast-paced sales environment. (Required), • Effective at balancing customer needs and performance goals. (Required), • At least 18 years of age DOT Regulated: DOT Regulated Position (Yes/No): No Safety Sensitive Position (Yes/No): No Hourly Base Pay: $21.50, plus $5.00 per hour training pay. Within the first 90 days working at T-Mobile, Mobile Associates receive on-the-job training and are eligible for hourly training pay. Once completed, Mobile Associates promote to the Mobile Expert role and become eligible for an annualized incentive target of $18,000/year. Actual incentives vary based on performance and full-time status. All employees at T-Mobile are guaranteed to earn $20/hour inclusive of base pay and incentives. And since we are ALL owners, EVERY employee at T-Mobile is eligible for an Annual Stock Grant. At T-Mobile, our benefits exemplify the spirit of One Team, Together! A big part of how we care for one another is working to ensure our benefits evolve to meet the needs of our team members. Full and part-time employees have access to the same benefits when eligible. We cover all of the bases, offering medical, dental and vision insurance, a flexible spending account, 401(k), employee stock grants, employee stock purchase plan, paid time off and up to 12 paid holidays - which total about 4 weeks for new full-time employees and about 2.5 weeks for new part-time employees annually - paid parental and family leave, family building benefits, back-up care, enhanced family support, childcare subsidy, tuition assistance, college coaching, short- and long-term disability, voluntary AD&D coverage, voluntary accident coverage, voluntary life insurance, voluntary disability insurance, and voluntary long-term care insurance. We don't stop there - eligible employees can also receive mobile service & home internet discounts, pet insurance, and access to commuter and transit programs! To learn about T-Mobile’s amazing benefits, check out . Never stop growing! As part of the T-Mobile team, you know the Un-carrier doesn’t have a corporate ladder–it’s more like a jungle gym of possibilities! We love helping our employees grow in their careers, because it’s that shared drive to aim high that drives our business and our culture forward. By applying for this career opportunity, you’re living our values while investing in your career growth–and we applaud it. You’re unstoppable! T-Mobile USA, Inc. is an Equal Opportunity Employer. All decisions concerning the employment relationship will be made without regard to age, race, ethnicity, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, religious affiliation, marital status, citizenship status, veteran status, the presence of any physical or mental disability, or any other status or characteristic protected by federal, state, or local law. Discrimination, retaliation or harassment based upon any of these factors is wholly inconsistent with how we do business and will not be tolerated. Talent comes in all forms at the Un-carrier. If you are an individual with a disability and need reasonable accommodation at any point in the application or interview process, please let us know by emailing or calling 1-844-873-9500. Please note, this contact channel is not a means to apply for or inquire about a position and we are unable to respond to non-accommodation related requests.

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

Trust & Estates Litigation Attorney - Generational Wealth!! This Jobot Job is hosted by: Jacob Vane Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $175,000 - $245,000 per year A bit about us: Based in San Jose, California with 2 offices in the South Bay, we are a top-ranked trust & estates litigation firm! Our core values are centered around our people and our clients. We believe that putting your employees first is not only the right thing to do, but it also gives us the competitive edge to ensure our clients have an excellent experience! Over the years our reputation for providing our people with the very best has caught the eye of some reputable clients who have chosen to use us as their primary firm! Some of these clients include: The Gates Foundation, Omni Hotels, and multiple high-net-worth family offices! If you are an experienced Trust & Estates Litigation Attorney, then please apply! Why join us? Do you want to work with some of the nation’s best Clients AND enjoy time at home w/ family? We do too! Meaningful Work! Best in Class Firm! Competitive Compensation Package! Complete Benefits Package! Flexible Work Schedules! Accelerated Career Growth! Fun Company Activities! Many More! Job Details Is your background a fit? Apply if you meet this criterion: Associate’s Degree or equivalent experience plus: • 5+ Years of Trust & Estates Litigation experience, • Juris Doctor, • CA Bar in good standing Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Job Description Executive Assistant Renowned investment firm has a great opportunity for an experienced Executive Assistant. Responsibilities Include: • Provide administrative support in a complex team environment, • Coordinate complex, senior-level internal/ external meetings and conference calls, • Handle a high volume of phone calls and interacts with high level business leaders in a professional and effective manner, • Maintain complex and extremely detailed calendars and prioritizes meeting requests and related logistics, • Requires excellent interpersonal and communication skills, • Ability to maintain high standards despite pressing deadlines, • Ability to handle highly sensitive, confidential and non-routine information, • Self-starter with excellent anticipation skills; problem solving; follow up, • Demonstrates high degree of integrity and confidentiality, • Strong organizational skills, • Team player with a positive attitude, • Strong proficiency in MS Word, Excel, PowerPoint and Outlook, • Bachelor's Degree a plusCompany DescriptionInvestment Advisory / Wealth ManagementInvestment Advisory / Wealth Management

Job Description Executive Assistant Renowned investment firm has a great opportunity for an experienced Executive Assistant. Responsibilities Include: • Provide administrative support in a complex team environment, • Coordinate complex, senior-level internal/ external meetings and conference calls, • Handle a high volume of phone calls and interacts with high level business leaders in a professional and effective manner, • Maintain complex and extremely detailed calendars and prioritizes meeting requests and related logistics, • Requires excellent interpersonal and communication skills, • Ability to maintain high standards despite pressing deadlines, • Ability to handle highly sensitive, confidential and non-routine information, • Self-starter with excellent anticipation skills; problem solving; follow up, • Demonstrates high degree of integrity and confidentiality, • Strong organizational skills, • Team player with a positive attitude, • Strong proficiency in MS Word, Excel, PowerPoint and Outlook, • Bachelor's Degree a plusCompany DescriptionInvestment Advisory / Wealth ManagementInvestment Advisory / Wealth Management

Job Description World Insurance Associates (“World”) is a leading financial services organization with a global network of brokers and specialists dedicated to helping individuals and families make informed decisions about protecting what matters most. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S., with nearly 3,000 employees across more than 300 offices in North America and the U.K. World specializes in personal insurance solutions for affluent and high-net-worth individuals, alongside commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll and HR solutions. Our collaborative platform allows advisors to deliver comprehensive, customized risk management strategies that evolve with clients’ lifestyles and financial goals. Sales Executive - Private Client Position Overview World’s Personal Lines Sales Executives serve as trusted risk management partners to individuals and families. This role is centered on identifying, prospecting, cultivating, and closing new personal lines and private client relationships, with an emphasis on high-net-worth households. You will work closely with affluent individuals, families, family offices, wealth managers, and other key centers of influence to deliver sophisticated personal insurance solutions, including home, auto, umbrella, valuables, and specialty coverages. While your primary focus is personal lines, World’s broad platform empowers you to collaborate across disciplines to meet the full spectrum of a client’s risk and financial needs. Imagine the opportunity to build a high-quality personal lines book with the support, resources, and brand of a Top 25 brokerage. Primary Responsibilities • Identify, prospect, and cultivate new personal lines opportunities, with a focus on High-Net-Worth and Private Client accounts, • Develop relationships with affluent individuals, families, family offices, wealth managers, and other referral partners, • Serve as a trusted advisor by understanding clients’ lifestyles, assets, and long-term goals, and aligning them with tailored risk management solutions, • Execute sales and marketing strategies—supported by World’s extensive corporate marketing resources—to move prospects through the sales funnel to close, • Track all sales and prospecting activity in HubSpot and fully leverage CRM tools to drive growth and accountability, • Proven experience advising clients on personal lines insurance, particularly for affluent or high-net-worth individuals, • Demonstrated ability to position yourself as a trusted risk management advisor and long-term relationship partner, • Willingness to bring the full World platform to each client when appropriate, collaborating with internal specialists to enhance client outcomes, • Experience selling personal insurance through a top brokerage or private client group, • Familiarity with agency management systems such as AMS360 or Epic, and experience using a CRM (World uses HubSpot), • Base salary range: $60,000 to $200,000+, • Base salary is determined by experience and revenue-driving capability, • Base salary increases as your book of business grows, with significant upside potential well beyond the stated range Equal Employment Opportunity World celebrates and supports diversity among its employees. We believe that a workplace rich in diverse experiences, perspectives, and ideas allows both our people and our organization to thrive. World is proud to be an equal opportunity employer and is committed to providing reasonable accommodations to qualified individuals with disabilities, unless doing so would create undue hardship. Notice to Executive Search Firms and Staffing Agencies World Insurance Associates does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered the property of World, and no referral fees will be paid. #LI-ET1 Powered by JazzHR z63aFIb0ZD

Job Description Come be a part of our mission and make a meaningful and positive impact with the industry leading provider of language services for the Deaf and hard-of-hearing! Full time Benefits • Paid Vacation Time and Paid Sick Time and Paid Holidays, • 401k 6% match with immediate vesting, • Nationwide Medical Insurance plans and coverage (Medical, Dental/Orthodontia, Vision), • TeleDoc, • HSA company match, • 3 Medical plan options including a Low Deductible PPO Medical Plan Offering, • Employee Assistance Program, • Engaged Employee Resource Groups Job Summary The Business Growth Field Trainer is a hands-on position that promotes the CaptionCall phone and service by visiting existing and recruiting new healthcare professionals to provide this service to their patients. The BGFT manages Provider and Educator accounts and also seeks new opportunities to share CaptionCall services directly with eligible customers through events and presentations including but not limited to senior living, the VA and other appliable channels. They will also install and troubleshoot CaptionCall phones as needed, training our customers on how to enrich their lives using the CaptionCall phone. Essential Duties and Responsibilities • Create install generation activities in identified channels (HHP, Senior Living, VA canteen and Other), • Attend and participate in trade shows, events and other corporate events as assigned, • Guide other CaptionCall activities and make recommendations for expanding the breadth and reach of the business, • Promote the CaptionCall service, • Complete service calls as assigned, • Install and troubleshoot CaptionCall phones, • Courteously train customers on how to use the phone and its features, • Accurately maintain customer records in CRM (dynamics), • Complete required reports and submit feedback on customer and provider interactions, • Maintain adequate inventory of equipment and marketing supplies in order to service customers and providers, • Other duties as assigned Supervisory Responsibility This position has no direct supervisory responsibilities but does serve as a coach and mentor for other positions in the department. Travel Requirements Travel Requirements: 50-75% Education Minimum of a High School Diploma or GED Experience 1 Year Experience as a CaptionCall Trainer Preferred: Certified as a CaptionCall Trainer II, III or Master Trainer Knowledge, Skills, and Abilities • Ability to comfortably and clearly present to large and small groups, • Ability to tailor to unique needs of individual customers and healthcare professionals, • Must be able to adapt to various sales situations and environments, • Excellent customer service skills, • Basic computer knowledge and experience, • Commitment to adhere to strict compliance standards, • Ability to meet or exceed expectations and maintain established goals set forth by department management, • Ability to effectively communicate in English through reading, writing, speaking and listening, • Must be reliable, organized and punctual, • Must be able to work independently Working Conditions and Physical Requirements • Daily driving is required. Must have a reliable, licensed and insured vehicle available at all times, • Possess and maintain a valid driver’s license and maintain a good driving record, • Must have a PC (not a mac) and a high speed internet connection to perform essential job duties, • Must be able to walk, bend, crawl, kneel, lift and move furniture as needed, • Dexterity of hands and fingers to operate a computer keyboard, mouse, tools, and to handle other computer components, • Regular and predictable attendance required Company Summary Our Mission…Harnessing the power of language, we connect diverse people and enrich the human experience. Our Vision…To provide global language services that expand opportunities, nurture belonging, and empower the world to connect beyond words. As one of the world’s leading language services providers, Sorenson combines patented technology with human-centric solutions. We strive to increase accessibility and inclusion through communication solutions for all: call captioning and video relay services, over-video and in-person sign language and spoken language interpreting, translation, real-time captioning, and post-production language services. Sorenson’s impact vision and plan extends to enhancing generational wealth and inclusive workplaces for our employees and the communities we serve. We achieve great things together working “The Sorenson Way” with our employee values: Customer First, Can-Do Attitude, Collective Action, Growth Mindset, Ownership, and Connect Direct. Equal Employment Opportunity: Sorenson Communications is an Equal Opportunity, Affirmative Action Employer.

Job Description Title: 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 a Director to join our Private Client Group, supporting high-net-worth individuals, families, and closely held entities with complex tax needs. This role is designed for a seasoned tax professional who thrives in a client-facing, leadership-oriented environment and is comfortable overseeing sophisticated engagements while developing teams and deepening client relationships. The Director will serve as a key advisor to clients and an internal leader within PCG, balancing technical excellence, people management, and strategic execution. RESPONSIBILITIES: • Act as a primary advisor to high-net-worth clients, delivering thoughtful tax planning and compliance solutions across individual, trust, estate, and pass-through entity matters., • Oversee complex tax engagements from planning through execution, ensuring accuracy, consistency, and adherence to firm standards., • Review advanced individual, fiduciary, and partnership tax returns and related deliverables., • Partner with clients' external advisors (attorneys, wealth managers, family office professionals) to address multi-dimensional tax and wealth considerations., • Lead, mentor, and develop Managers and Senior Managers, providing coaching, technical guidance, and performance feedback., • Support Partners in strengthening long-term client relationships and identifying opportunities to expand services., • Monitor changes in tax legislation and translate developments into practical guidance for clients and internal teams. Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • 10+ years of progressive public accounting experience with a strong focus on high-net-worth taxation., • Demonstrated experience with individual, trust, estate, and partnership tax matters., • Prior experience supervising teams and reviewing complex tax work., • Strong interpersonal skills with the ability to build credibility with clients and colleagues. 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 DescriptionManage the team responsible for delivery of core algorithms for a technology-enabled investment platform of an innovative wealth manager Responsibilities: • Manage day to day efforts in delivering investment algorithms and research generated data., • Recruit and mentor Quantitative Development team members., • Work closely with various stakeholders and technology resources., • Lead agile development practices and maintain Jira backlog., • Provide hands-on end-to-end development, testing, and maintenance of quantitative code base., • Perform code reviews to ensure quality meets highest level of standards., • Develop software using high quality standards and best practices, ensure thorough end-to-end unit testing, and provide support during testing and post go-live., • Collaborate with product management and technology teams to ensure appropriate requirements, standards, and integration., • Participate in building and/or defining Research Data & Quant Compute platforms., • Investigate datasets for use in new or existing algorithms. Requirements: • Knowledge of wealth management products, tools, and strategies including ETFs, Mutual Funds, Investment Funds, REITs, • Current/Recent experience leading a quantitative development team, • Proficiency in computer science, computational mathematics, or financial engineering gained by advanced (MSc or above) academic and/or equivalent work experience, • Excellent mathematical foundation and hands-on experience working in the finance industry., • Strong communication (written and oral) and analytical problem-solving skills., • Strong sense of attention to detail, pride in delivering high quality work and willingness to learn., • Proficient in Python, Git, Jira, and SQL and database development (PostgreSQL is a plus)., • Knowledge of databases and quantitative, statistical, and ML/AI techniques and their implementation using Python modules such as Pandas, NumPy, SciPy, SciKit-Learn, Git, Jira, and SQL, • Experience delivering products using commercial optimizers (Gurobi, CPLEX) is a plus. For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job DescriptionAbout NYLAG: Founded in 1990, NYLAG is a leading civil legal services organization combating economic, racial, and social injustice by advocating for people experiencing poverty or in crisis. Our services include comprehensive, free civil legal services, financial empowerment, impact litigation, policy advocacy, and community partnerships. NYLAG exists because wealth should not determine who has access to justice. We aim to disrupt systemic racism by serving individuals and families whose legal and financial crises are often rooted in racial inequality. NYLAG goes to where the need is, providing services in more than 150 community sites (e.g. courts, hospitals, libraries) and on our Mobile Legal Help Center. NYLAG’s staff of 410 impacted the lives of nearly 129,000 people last year. Job description NYLAG’s Community Access Programs Unit and Employment Law Project have an immediate opening for a Temporary Staff Attorney to work on employment law cases. This temporary position is expected to be for a period of 6 months. The Temporary Attorney will be handling a former attorney’s case load, engaging with clients and providing further representation as needed. The Staff Attorney will analyze Unemployment Insurance Appeal Board cases, NYS Division of Human Rights cases and other employment law matters. The Temporary Staff Attorney will be supervised by the Project Director of the Employment Law Project and also report to the Director of the Community Access Programs Unit. Duties and Responsibilities • Provide direct representation, advice and consultation on employment law matters., • Collaborate alongside the CAPU and ELP teams as they advance worker justice., • Complete administrative duties including updating NYLAG case management records, maintaining and updating files and case notes, and assisting in grant reporting as needed., • JD from an accredited law school., • One to five years of employment law experience is preferred., • Demonstrated commitment to public interest law and social justice is preferred., • Experience handling Unemployment Insurance Appeals preferred., • Experience handling NYS Division of Human Rights Appeals preferred., • Demonstrated strong oral and written communication skills., • Demonstrated strong analytical and organizational skills with keen attention to detail, • Demonstrated ability to respond promptly to high volume communications. Employment type: X Temporary Professional Level: XProfessional Salary Range: NYLAG is a unionized workplace, and salaries are set pursuant to a collective bargaining agreement. The current salary range for this position is between $87,210- $97,132 annually, paid at a rate for 6 months. Benefits: Medical, dental, vision, 401k, life insurance, long term disability, commuter benefits, flexible spending accounts (FSA) for Medical and Dependent care. Application Instructions: Please save resume and cover letter on one pdf. Covid Vaccination Policy: Please note, to safeguard the health and well-being of our employees and clients, NYLAG requires all employees to be fully vaccinated for COVID-19, unless a medical or religious exemption is approved. NYLAG is committed to a hybrid work policy for staff whose work does not require their full-time presence in the office. NYLAG’s current policy is that most staff are required to work in NYLAG’s offices or do other in-person work at least two days each week. This policy is subject to change. Powered by JazzHR rxV1bijXas

Job Description About Nayya Founded in 2019, Nayya is on a mission to connect people's most important information, so they can thrive in their health and wealth. Powered by AI and advanced analytics, Nayya's platform transforms complex benefits experiences into intuitive, seamless, and ongoing interactions—meeting people's real world needs. As a trusted platform and partner to leading employers, benefits solutions, and HR tech providers, Nayya unlocks long-term value through helping employees live more resilient lives. Backed by strategic investors like ICONIQ, Felicis Ventures, SemperVirens, Workday Ventures, MetLife Nextgen Ventures, and ADP Ventures, Nayya is ushering in the future of health and wealth for all. About the Role Nayya is looking for a Senior Software Engineer, AI Applications to help design, build, and scale the core systems that power our next generation of AI-native products. In this role, you will be critical to developing Nayya's agentic platform to serve millions of employees across their health and wealth management. You will act as a technical leader and AI business partner, translating ambiguous needs into durable, production-grade AI-native workflows that provide clarity for employees and hundreds of hours of savings for our partners. What You'll Do • Develop AI-native features by building and integrating LLM-powered systems for extracting, structuring, and reasoning over complex healthcare and benefits data, • Build against AI infrastructure, including retrieval pipelines (RAG), embeddings, prompt orchestration, and internal agent frameworks, • Own end-to-end systems from design, application development, AI integrations and final product delivery., • Collaborate cross-functionally with Product, Design and other functions to understand customer workflows and translate them into technical solutions, • Implement evaluation pipelines and benchmarking strategies to measure LLM performance, and design guardrails that enforce safety, accuracy, and compliance thresholds across AI-powered featuresWho You Are, • 5+ years of software engineering experience building and operating complex applications in production, • Experienced integrating AI/LLM-powered systems (e.g., OpenAI, Claude) into real products, • Strong proficiency with modern, object-oriented languages and frameworks (Typescript, Ruby etc), • Comfortable completely owning backend systems and APIs and collaborating on frontend experiences, • Experience with AWS infrastructure or equivalent, • Experience with CI/CD pipelines, infrastructure as code, and monitoring tools, • Opinionated, adaptable, and energized by working in fast-moving, ambiguous environments, • Have a track record of setting technical direction and influencing engineering standards across a team Nayya is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics

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

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer & Co. Inc. is seeking a Compliance Professional to join our Compliance Department in New York. The position will be part of a team that supports the Oppenheimer Asset Management business, which includes a dually registered broker-dealer and an investment adviser with several affiliated advisers. The ideal candidate must be able to work in a fast-paced environment, work independently, and demonstrate strong relationship management skills. Responsibilities: • Review marketing and advertising materials for proprietary and third-party funds and advisory programs to ensure compliance with the applicable FINRA and SEC marketing rules for the dually registered broker-dealer and investment adviser, • Draft appropriate disclosures for marketing and advertising materials, • Submit required marketing materials to FINRA and coordinate correspondence, • Advise broker-dealer and investment advisers on marketing and advertising issues, • 2+ years of working experience with Advisers Act and FINRA regulations, • Understanding of wealth management and investment advisory products, including “wrap fee” separate account programs, private and registered investment funds, as well as the regulatory landscape of investment advisers and broker-dealers., • Ability to interpret legal and business terms and grasp concepts quickly, • Strong attention to detail, critical-thinking, and analytical skills, • Must be an ambitious, dedicated, and results-oriented individual that is an independent thinker and takes ownership of his/her work and enjoys collaborating within a team environment, • Proficient computer skills and knowledge of web browsers and web searching skills For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $90,000.00 - $125,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionSenior Tax Manager (Remote- C-Corps) Senior Tax Manager (Remote - C-Corps) Company Overview: We are a cutting-edge and rapidly growing investment and wealth management firm based in Boston, MA and NYC. With over 600 employees across 5 different countries, we have become one of the most widely used and reputable services across the globe. We are a client-focused firm that works to deepen relationships and deliver first-class service to the individuals, families, and corporations we work with. Position Overview We are seeking a highly skilled Senior Tax Manager to oversee tax compliance and strategy for C-Corporations. This remote position requires a deep understanding of U.S. tax laws and regulations, particularly as they pertain to C-Corps. The ideal candidate will lead a team in managing all aspects of tax reporting, planning, and strategy while ensuring compliance with federal and state regulations. Key Responsibilities • Manage the preparation and filing of federal and state income tax returns for C-Corporations (Form 1120), • Oversee compliance with international tax reporting requirements, including Form 5471, • Develop and implement tax planning strategies to minimize tax liabilities for clients, • Coordinate with cross-functional teams to ensure accurate financial reporting and compliance, • Review and analyze tax provisions and ensure adherence to applicable regulations, • Stay updated on tax law changes and assess their impact on the organization, • CPA certification is required, • Extensive experience in tax compliance for C-Corporations, • Proficiency in preparing Form 5471 and Form 1120, • Strong knowledge of consolidated C Corp tax returns and regulations, • Experience with partnerships and foreign-owned entities is a plus, • Excellent analytical and problem-solving skills, • Medical, • Dental, • Vision, • 401k w/ match, • Remote flex, • PTO - For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 03/06/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results. Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.

Job Description Tax Senior- Private Client Services New York, NY or Boca Raton, FL RESPONSIBILITIES: • Work directly with clients to assess their financial situations, goals, and objectives., • Prepare and review individual, partnership, trust, foundation, and estate and gift tax returns, ensuring accuracy and compliance with tax laws., • Develop and implement personalized tax planning strategies that minimize tax liabilities while complying with relevant laws and regulations., • Build and maintain strong client relationships, becoming a trusted advisor in tax matters., • Conduct in-depth research to address complex tax issues and provide innovative solutions., • Collaborate with other tax professionals, including managers and partners, to deliver comprehensive client solutions. Research and interpret tax laws and regulations to address client inquiries and ensure accurate reporting., • Calculate potential estate and gift tax liabilities and work within a team to recommend strategies to minimize these tax burdens. QUALIFICATIONS: • Bachelor’s degree in accounting, finance, or related field. A Master’s degree or CPA certification preferred., • 2 + years of experience in tax planning and compliance, preferably within a private client or wealth management environment., • Strong understanding of individual, partnership, trust, estate, and gift taxation., • Familiarity with tax software and technology for efficient compliance and research. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job DescriptionAbout Us We are building the next generation of tax-advantaged separately managed accounts (SMAs) — a platform that fuses institutional-grade quantitative research, scalable technology, and hands-on client expertise. Our mission is to deliver hyper-personalized, tax-aware portfolios at scale. We're not looking for a “relationship manager.” We’re looking for an investment athlete who can sit at the intersection of clients, quants, and code — people who are fluent in markets, comfortable in Python, and credible in front of sophisticated allocators. The Role As a Senior Client Portfolio Manager (CPM), you’ll translate quantitative insights into client outcomes and answers. You’ll partner with portfolio managers, engineers, and customer success representatives, to customize portfolios, explain performance and risk, and help scale a platform that is redefining wealth management. This is a high-visibility role where you’ll be trusted to: • Engage directly with clients/advisors as an ambassador of the SMA platform., • Interpret portfolio data — exposures, tax trades, drift, risk — and explain in a way clients can act on., • Run analyses in Python (pull time series, diagnose factor exposures, validate tax trades, build quick diagnostic dashboards)., • Collaborate with research and engineering teams to translate client needs into features and workflow improvements., • Proactively monitor accounts for opportunities: tax-loss harvesting, transitions, customization, compliance with restrictions. What We're Looking For • 3+ years experience in asset management, wealth management, or investment consulting with direct client responsibility., • Strong command of equity markets, factor risk, and tax-aware investing., • Hands-on Python skills — you don’t need to be an engineer, but you must be able to slice data, run analyses, and speak the same language as quants and developers., • Ability to context-switch between technical deep dives and client-ready narratives., • Proven record of earning trust with sophisticated clients/advisors., • CFA charterholder, or equivalent advanced credential preferred. Why Join • Impact: Help define the future of tax-aware SMAs., • Exposure: Work alongside leading investment, quant, and fintech professionals., • Growth: Rapid career trajectory in a high-visibility, high-growth business.

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.