Wealth management jobs in Union City, New JerseyCreate job alerts

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

The Opportunity As a Field Technology Project Manager, you’ll play a key role in shaping and delivering technology initiatives that empower our field organization. You’ll combine your business acumen and technical expertise to drive strategic projects that enhance advisor productivity and strengthen our field technology ecosystem. You’ll partner across business and technology teams to identify opportunities, manage large-scale projects, and deliver efficient, high-quality solutions that align with company priorities. In every aspect of the role, you’ll demonstrate accountability, agility, inclusion, curiosity, and strong communication — showing the courage to lead through change and drive meaningful results. The Team You’ll be part of the Field Technology Experience (FTX) team — a collaborative group focused on the strategy, delivery, and adoption of field-facing technology solutions. The team partners closely with home office technical teams, business leaders, third-party vendors, and field partners to deliver projects that meet business objectives and adhere to quality and security standards. Your extended team includes: • Field Technology relationship managers who ensure successful implementation across the field., • Learning and Performance Consultants who support adoption and training efforts., • Content and Data Managers, Developers, and Web Consultants who maintain our field portal and reporting tools. This cross-functional structure ensures that our technology delivers meaningful value to advisors and field leaders across the country. The Impact: • Lead and manage the delivery of small to mid-size technology projects from initiation through implementation, ensuring alignment with strategic objectives., • Oversee the Field Technology Experience roadmap, managing capability delivery and vendor partnerships., • Collaborate with internal teams and external partners to ensure timely, high-quality project execution., • Help translate business goals into actionable technology requirements and implementation plans., • Serve as a Subject Matter Expert for field technology, bridging business needs and technical capabilities., • Use data and analytics to identify trends, optimize performance, and inform decision-making., • Communicate progress, risks, and outcomes clearly to technical and non-technical audiences. Key Responsibilities: • Manage the full lifecycle of field technology projects — from concept through execution — ensuring scope, schedule, and budget alignment., • Partner with cybersecurity, data, and compliance teams to maintain high standards of security and governance., • Lead and influence cross-functional teams across the enterprise, including vendor management and integration efforts., • Build and maintain strong relationships across business lines, inspiring collaboration and accountability., • Identify process improvement opportunities and champion innovative solutions., • Motivate and guide teams to deliver outcomes that support both field and enterprise goals. The Minimum Qualifications • Bachelor’s degree (preferably in Computer Science, Information Technology, or a related field)., • 3+ years of experience managing and executing small to mid-size, complex projects in financial services or a similar industry. The Ideal Qualifications • Experience with protection and wealth distribution platforms and field technology solutions., • Proven success leading cross-functional project teams and managing vendor relationships., • Strong understanding of data, technology, and cybersecurity concepts., • Experience presenting to and influencing a range of audiences, from senior executives to technical teams., • Excellent communication, relationship management, and leadership skills., • Strong analytical and problem-solving skills with a focus on data-driven decision-making., • Demonstrated ability to work independently and manage multiple priorities in a fast-paced environment., • Experience working collaboratively with technical roles such as engineers, developers, and data scientists., • Deep curiosity and willingness to challenge the status quo to drive better results. #LI-SC1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

The Opportunity As a Strategic Project Consultant in the Wealth Management Advisory Oversight team, you will lead a portfolio of small to mid-sized projects that improve governance, mitigate risk, and enhance process efficiency across investment advisory services. You will have full ownership of project lifecycles — from identifying opportunities and developing critical milestones to driving successful implementation. You will operate with a high level of autonomy, managing multiple projects concurrently, while collaborating with cross-functional partners to ensure strategic alignment. You will also develop and present regular management reports to senior leadership, ensuring visibility into project progress, risks, and outcomes. At MassMutual Wealth Management, we understand that the financial landscape is constantly evolving. As a member of the Wealth Management organization, you will join a team of passionate experts across multiple disciplines including Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments and Operations. Whether it’s advice on investment strategies, retirement planning, estate planning, lending and banking, or trust services, our goal is to provide innovative and effective solutions that positively impact advisors and clients. We are committed to transforming the way our clients manage their wealth and plan for the future. The Advisory Oversight team sits within the broader Wealth Management organization and is responsible for oversight of advisory products, related field supervision practices and governance programs. Our team includes professionals with deep experience in risk management, compliance, operations, and product oversight. We are driven by a shared commitment to excellence, accountability, and doing what’s best for the client. We partner closely with Product, Compliance, Legal, Operations and Technology to ensure our solutions are balanced, scalable, and aligned to regulatory expectations. We pride ourselves on being strategic advisors to the business while maintaining strong risk discipline. Our team culture values intellectual curiosity, cross-functional collaboration, and continuous learning. In this role, you will: * Identify, design, and lead risk, governance, and process efficiency projects from initiation through deployment * Develop project plans, define deliverables and milestones, engage stakeholders, and track progress to ensure timely execution * Conduct gap analyses to identify opportunities for improvement and implement effective solutions * Build and deliver executive-level reporting on project progress, issues, and outcomes * Collaborate with internal and field partners to align project outcomes with strategic and operational goals * Ensure all projects are fully documented, with clear training and communication plans for sustained adoption * 5+ years of professional work experience in financial services industry * 3+ experience in project management or program delivery within wealth management, investment advisory services, risk management, compliance, research/reporting, or operations * 3+ years experience developing project charters, manage timelines, track milestones, and drive issues to resolution * 3+ years experience with Microsoft Office (Excel, PowerPoint, Word) and project tracking tools (e.g., Microsoft Project, Planner, SharePoint, etc.) * Bachelor’s degree * Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA * PMP, CAPM, or other project management certification * Strong understanding of wealth management and investment advisory platforms, regulatory expectations, and operational risk principles * Familiarity with process reengineering, risk control design, or regulatory change management * Demonstrated commitment to MassMutual competencies including collaboration, decision quality, and driving results * Regular meetings with the Advisory Oversight, Product & Services, Operations, Compliance and Supervision teams * Focused one-on-one meetings with your manager * Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups * Access to learning content on Degreed and other informational platforms * Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-JLH3 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

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

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

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.’s Private Client Division is currently seeking a Registered Client Service Associate for their Midtown East branch office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts and plan client events, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts, • Series 7 and 63/65 (or 66) required (within first six months of hire), • 3+ years’ experience working as a sales assistant/CSA in a corporate/brokerage environment, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State 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 $55,000.00 - $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

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

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

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

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

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

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

Job Description JOB TITLE: Program Associate - Homeowner Hub Team DEPARTMENT: External Affairs REPORTS TO: Program Manager FLSA: Nonexempt SALARY RANGE: $55,000- $65,000 About the Center The Center for New York City Neighborhoods, Inc. (the “Center”) is a not-for-profit that promotes and protects affordable homeownership so middle- and working-class families can build strong, thriving communities. We meet the diverse needs of homeowners by offering free, high-quality housing counseling and services, coordinating a network of service providers across the city, and providing free or low-cost loans for homeownership. Through its work, the Center supports and expands homeownership across New York by developing programs that focus on underserved communities. We have successfully delivered over $500 million to homeowners in several state-wide interventions, in response to physical, financial, and health crises, working with both the city and state to expand protections for New Yorkers. By helping homeowners individually and systematically, the Center achieves lasting change. To date, the Center, together with its partners, has helped more than 250,000 low- and moderate-income (LMI) families with a median annual income of $46,000 keep their homes and gain financial stability, preserving over $10 billion in neighborhood property value across New York. Position Summary The Center is hiring a Program Associate to join a team dedicated to helping middle and working-class homeowners throughout the state with a broad range of issues, including foreclosure prevention, scam prevention, coastal recovery and resiliency, and more. We are looking for individuals who are passionate about providing impactful and high-quality experiences to marginalized populations to staff our direct services programs, including our foreclosure prevention and resiliency hotlines, our live chat counseling service, and client support services for our lending programs. The Program Associate is a full-time, non-exempt position based in our office in New York, NY. Program Associates serve as gateways to New York neighborhoods, assessing and triaging multi-layered client issues and coordinating with a variety of non-profit and governmental partners. Program Associates directly further the Center’s mission to promote and protect affordable homeownership by engaging with homeowners through phone calls, online live-help platforms, and outreach events. This is a full-time, non-exempt position. This is a hybrid role intended for candidates within commuting distance from our office. Essential duties include, but are not limited to: • Serve as the initial point of contact for inquiries from homeowners, potential homebuyers, community-based organizations, and governmental partners, ensuring that the Center’s mission and services are effectively communicated;, • Conduct inbound and outbound calls to homeowners regarding: foreclosure; mortgage delinquency; resiliency programs, including Homefix, our home repair lending program, and FloodHelpNY; flood insurance; loan modification scams; foreclosure prevention loans; and Network Partner housing counseling and legal services., • Collect detailed intake information about caller issues and determine the best way to address the homeowner’s needs; explain complex concepts and give helpful information to homeowners about their issue., • Refer homeowners to partners when appropriate and provide guidance that prepares clients to meet with housing counselors, legal service providers, caseworkers, governmental agencies, and other service providers, ensuring a smooth hand-off between clients and providers., • On outreach calls, research client information, analyze fact scenarios based on complex rule sets, and engage affected residents with explanations of vital services;, • Operate innovative live chat services that deliver online counseling to homeowners;, • Maintain current knowledge of trends and developments in affordable homeownership and housing sectors;, • Provide attentive, insightful, and efficient service to all callers while maintaining a high level of client service standards., • Provide constructive analysis and suggestions with team members to increase efficiency, identify successful tactics, meet challenging and fluid deadlines, and contribute to the overall effectiveness and impact of the Center’s direct service programs;, • Collaborate across the Center’s departments, carrying out special outreach projects and messaging around key organizational policy and programmatic initiatives;, • Attend outreach events to educate homeowners about the Center’s services;, • Maintain accurate data regarding client service activity in program databases;, • Report to partners in government and other non-profits about client issues and trends;, • Respond to escalated issues and inquiries from stakeholders;, • Commitment to company culture and values;, • Bachelor’s degree or an equivalent combination of education and experience required;, • Excellent problem-solving skills and good judgment;, • Excellent communication skills, both written and spoken;, • Exceptional patience and friendliness;, • Experience working in or being a client of housing counseling, legal services, disaster recovery, constituent services, a plus., • Experience in case management is a plus., • Familiarity with New York City and State government and non-profit sector resources a plus;, • Bilingual in English and one other language, including Spanish, Russian, or Cantonese, is a plus., • This position will occasionally require participation in evening and weekend events. As such, the successful candidate must be flexible in terms of work schedule., • Must work well with the public and fellow staff members;, • Computer data entry skills required;, • Fluency with Microsoft Office (Word, Excel, PowerPoint) and knowledge of Salesforce or other CRM is desirable., • Able to meet rigorous deadlines and handle challenging tasks with efficiency and attention to detail;, • Passionate about promoting affordable homeownership, thriving, and equitable New York neighborhoods;, • Effective Communication and Collaboration:, • Actively seeks and values feedback, fostering an open feedback culture within the team and organization., • Communicates effectively with managers and team members, providing regular progress updates and effectively managing priorities to meet deadlines., • Collaborates with team members and identifies opportunities to streamline tasks and enhance efficiency., • Cultural Competence and Awareness:, • Works effectively with colleagues, partners, and community members from a variety of cultural, professional, and personal backgrounds., • Understands the unique challenges and strengths of NYC neighborhoods, particularly historically marginalized and under-resourced communities., • Listens attentively to community members’ concerns, validates experiences, and responds with compassion and professionalism., • Basic understanding of how systemic discrimination and economic barriers impact homeownership, housing access, and wealth-building in NYC communities., • Continuous Learning and Growth:, • Maintains a growth mindset, welcoming constructive feedback to foster personal and professional development., • Regularly required to speak English clearly and hear the spoken word well;, • Regularly required to physically operate routine office equipment such as telephones, computers, etc., • Regularly required to utilize near vision ability to read data and documents, including spreadsheets and reports, in printed form and on computer screens., • Occasionally required to lift heavy equipment such as boxes, posters, etc., especially for special events. To apply for this position, please submit your cover letter with salary requirements, resume, and 3 work-related references through our website, cnycn.org. Only those candidates selected for an interview will be contacted. Applicant review will continue until the position is filled This is a hybrid role intended for candidates within commuting distance from our New York office. The Center strongly encourages Section 3 residents to participate in this hiring effort. Information to determine if you are a Section 3 resident can be obtained by contacting . Persons requiring reasonable accommodation to participate in this hiring effort are requested to contact . We thank you for your interest in career opportunities with the Center for NYC Neighborhoods. The Center for NYC Neighborhoods is an equal opportunity employer. We recruit, hire, upgrade, train, and promote for all positions and job classifications without regard to race, color, religion, creed, gender, national origin, age, physical or mental disability, marital, veteran or disabled veteran status, sexual orientation, or any other status as a member of any other legally protected group or activity. To learn more, visit cnycn.org Powered by JazzHR 5pUaLD1uvT

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

Job Description Position: Senior Analyst - Investments Department: Investment Team Reports To: VP/Dir - Investments Employment Status: Full-Time, Hybrid Office Location: 22 Vanderbilt - New York, NY Emigrant Partners Overview: Emigrant Partners ("EP") is a long-term capital and advice partner that makes minority investments into wealth and alternative asset management firms. We act as a comprehensive capital partner to leading firms by providing long-duration capital and growth support through our strategic advice. As one of the earliest minority investors in the space, EP's 21 partner firms include industry leaders that collectively advise on approximately $125 billion of assets. EP's structure enables it to be invested in firms for 10+ years, allows them to remain independent and empowers founders and the next generation to continue running the day-to-day operations of the firm. EP affords the opportunity to be part of an ambitious, dynamic, tight knit, and entrepreneurial team with a pristine reputation and strong track record. EP is owned by Emigrant Bank, which is led by Howard P. Milstein and the Milstein family. Job Summary: EP is looking for a talented Senior Analyst to join the Investments team with responsibility for both working on new direct investments as well as supporting our partner firms on their M&A activity. The candidate will be expected to monitor industry trends, review investment opportunities, participate in transaction diligence, build and maintain financial models, assist in transaction negotiations, and execute new investments. The candidate will also be expected to develop relationships with our existing partner firms and serve as a trusted advisor and partner in their execution of tuck-in acquisitions. Responsibilities: • Support the evaluation of investment opportunities for both EP and EP's partner firms, • Build and maintain detailed financial models including operating models, LBO and investment models, scenario analyses, merger accretion/dilution, exit analyses, and ad hoc projects, • Assist in key phases of the transaction process, including due diligence and creation of deal materials, • Review and analyze company historical performance and projections and determine reasonableness of adjustments and valuation assumptions, • Draft investment memos synthesizing qualitative and financial analyses to support investment decisions, • Support monitoring of existing partner firms and contribute to project-based value creation initiatives, collaborating with cross-functional teams across finance, operations, and strategy, • Conduct ongoing market research and prepare internal materials, including quarterly market updates, deal activity tracking, and portfolio company analyses, • Maintain internal databases including deal pipeline, market activity tracking, and portfolio metrics, • 1-3 years of experience, with a background in private equity or investment banking, • Experience advising and/or investing in the wealth & asset management sector is helpful, but not required, • Experience working on deal processes from end-to-end from the buy-side, sell-side or both, • Excellent financial modeling, analytical, and research skills, • Self-starter with a strong work ethic, problem-solving mindset, and eagerness to learn, • Highly organized and capable of managing multiple work streams with minimal supervision, • Strong written and verbal communication skills, • Demonstrated passion for investing and interest in wealth and alternative asset management The job description outlined above is considered a core list of job duties/requirements. This document should not be considered a complete or comprehensive list. The incumbent assigned to this position is required to perform the duties listed above. The incumbent is also expected to adapt to changes and/or additions as needed. Nothing contained within this document is intended or shall be construed to create or constitute a contract of employment between any employee or group of employees and Emigrant Bank and its Subsidiaries. Emigrant Bank and its Subsidiaries retains and reserves any and all rights to change, modify , amend, add to or delete from any section of this document as it deems, in its judgment, to be proper. New York pay range$150,000—$200,000 USD

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Role We’re looking for an Enterprise Lead to grow relationships with Arch’s most sophisticated and high-value clients. This is a senior, client-facing, revenue-carrying role that blends customer success and commercial strategy - focused on driving retention, satisfaction, and account expansion. You’ll work closely with RIAs and institutional clients, serving as a trusted advisor who ensures long-term value while identifying opportunities for upsell and growth. You’ll partner cross-functionally with Implementation, Product, Engineering, Sales, and Leadership to align client goals with Arch’s evolving capabilities. This is a high-impact role for someone who can think strategically, communicate effectively, and thrive in a fast-paced, high-growth environment. Our objectives for the role: Client Ownership & Success * Conduct regular check-ins, business reviews, and executive engagements to drive product adoption and client satisfaction. * Proactively identify usage gaps, deliver tailored solutions, and ensure platform value is fully realized. Renewals, Upsell & Expansion * Own the full commercial lifecycle for accounts: renewals, upsells, and expansions. * Identify new opportunities - broader user adoption, premium features, deeper integrations. * Lead commercial conversations with C-suite stakeholders and senior decision-makers. * Align pricing, contracts, and platform capabilities to client goals and investment strategies. Stakeholder Engagement * Build and deepen relationships with operations leaders, CTOs, COOs, and Partners. * Tailor messaging and engagement to different levels of the client organization. * Represent the voice of the client internally to influence product and operational priorities. Strategy & Process Improvement * Help shape playbooks for renewals, pricing, account expansion, and strategic success. * Track and report on account health, pipeline activity, and revenue performance. * Contribute to scaling the function - mentoring teammates and improving internal processes. You’re a fit if you: * Have 6+ years of experience in Enterprise Sales/Account Manage within a SaaS technology company, preferably in a growth stage startup. * Have consistent quota attainment or a track record of success. * Have experience in wealth management, RIA operations, or private fund administration. * Understand investment concepts like capital calls, IRRs, K-1s, and recallable distributions. * Have used platforms like Addepar, Black Diamond, or Orion. * Are comfortable with CRMs, data systems, or SQL (or eager to learn!). * Seek massive opportunities, jump on them, and take initiative. * High energy, love talking to people, and want to work on complex customer problems. * Have helped build or scale a commercial or customer success function in a startup environment. A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $180K - $320K

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

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Product Manager LOCATION: Hybrid in New York or Jacksonville strongly preferred, or remote within the US SALARY: $120,000 - $155,000 (based on NYC, will be adjusted for geo) The Role: We’re building the intelligence platform for private markets. As a Product Manager, you’ll own the “why” and “what”—defining the product roadmap, working directly with limited partners (LPs), and translating insight into impact. You’ll partner closely with Product Owners and Engineers to turn deep client understanding into real outcomes. This is an ideal role for someone who already understands LPs—perhaps from relationship management, client success, investor services, or operations—and wants to step into product leadership. We’ll teach you product if you bring hunger, clarity, and client obsession. What You’ll Do: • Own product strategy for a defined area of the platform., • Translate LP workflows, pain points, and feedback into clear product direction., • Partner with Product Owners to define and deliver high-impact solutions., • Conduct user interviews, analyze usage patterns, and distill signal from noise., • Define success metrics and help the team measure progress against business outcomes., • Operate as the voice of the client inside the product org—and the voice of the product to the client. What We’re Looking For: • 3–6 years in a product, client-facing, or operational role supporting LPs, investor services, IR, or private markets tech., • Deep empathy for LP workflows and the ability to explain what they value and why., • Strong communication and writing skills—clarity is non-negotiable., • Intellectual curiosity, a bias for action, and a desire to help build something great., • Willingness to learn product craft and grow fast—we’ll support you if you show up. Preferred: • Experience in JIRA/Confluence or other product collaboration tools., • Exposure to B2B SaaS, fintech, or data products., • Familiarity with LP document workflows (capital calls, SOIs, audited financials, etc.). What You’ll Get: • Medical, dental, vision benefits, • Flexible PTO, • 401(k), • Flexible work from home policy, • Home office stipend, • Employee Assistance Program, • Gym/Wifi reimbursement, • Education assistance, • Client First —> Listen, and deliver client-centric solutions, • Be An Owner —> Take initiative, improve situations, drive positive outcomes, • Excellence —> Always set the highest standard for yourself and others Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job DescriptionDescription: Due to continuing growth, we are seeking a Senior Tax Advisor to join our team. In addition to the traditional roll-up your sleeves tax preparation and client advisory, the role requires a strong sense of entrepreneurship, strategy, and collaboration. As a Senior Tax Advisor, you will have a unique opportunity to work with a growing team of professionals with the needed expertise to accomplish client goals, while expanding your knowledge and experience across a wide variety of clientele. Who we are: Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 41 offices across 14 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority. What you will do: • Prepare complex individual, business (c-corp, s-corp, partnerships), exempt & fiduciary tax returns., • Build, maintain and enhance client relationships., • Advise clients on issues related to tax, finance & business practices., • Identify, research, and resolve complex tax issues., • 3+ years of experience preparing a variety of tax returns, • Thorough understanding of practices, theories, and policies relating to tax, accounting, and finance, • Bachelor's Degree Required, Master's Degree Preferred, • Opportunity for advancement within a rapidly growing professional services firm, • Ongoing informal and formal training and development, • Competitive compensation, • 401(k) and medical benefits, • Firm sponsored continuing educationRequirements:

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. During COVID-19, most of our services are virtual to keep our community safe. NYLAG’s staff of 350 impacted the lives of nearly 113,000 people last year. Job description LegalHealth, a division of the New York Legal Assistance Group (NYLAG), has an immediate opening for Staff Attorney committed to protecting immigrant’s rights to join one of the longest standing and the largest Medical-Legal Partnership (MLP) in the country. Please note that this position is through September 30, 2026 with the potential to extend further based on funding. LegalHealth partners with a diverse array of medical professionals in 38 hospitals throughout New York to address the health harming legal needs of low-income people with serious health problems. LegalHealth complements health care with legal care – providing free legal services in medical facilities and training healthcare professionals to understand both the legal issues their patients may encounter and the relationship between health and legal advocacy. Using a holistic approach to address Social Drivers of Health, LegalHealth attorneys practice as generalists, representing clients on a myriad of legal matters that are often connected to a diagnosis or chronic health condition. LegalHealth plays a leadership role in the expanding MLP movement, helping others to start or sustain their own MLPs. This position reports to their supervising attorney. LegalHealth is seeking a Staff Attorney to staff two special projects, our Standby Guardianship Project and our Community Cancer Project. In, 2018, LegalHealth helped to expand the Standby Guardianship Law to include immigrant parents who are worried that they may be separated from their child(ren) due to immigration enforcement. The Standby Guardianship Project helps parents plan for the future care and custody of their children should this separation occur. LegalHealth also serves people with cancer who need legal assistance but who are not receiving services from our hospital partners. To serve community members with cancer, we established the Cancer Intake Line. This new attorney will staff both projects. • Responsible for overseeing and maintaining a city-wide standby guardianship helpline for immigrant parents with project paralegal, • Responsible for staffing the Cancer Intake Line and assisting clients with a variety of legal issues that may arise for people with cancer, including benefits, housing, employment, immigration, and advanced planning, • Assist clients with preparing legal documents, • Take part in community outreach to publicize the helpline and our standby guardianship work, • Conduct screenings, trainings, and on-site legal clinics to expand access to services, • Administrative duties include updating NYLAG case management systems and maintaining and updating files and case notes, as well as assisting in grant reporting as needed, • Admission to New York State Bar required., • 2 to 4 years of experience preferred, with practice in immigration and family law., • Ability to work independently, with a team, and directly with clients., • Ability to handle a high case volume and to interact with a diverse client population in a sensitive and professional manner., • Excellent analytical skills in order to determine whether potential clients have relevant legal issues that the attorney can assist with. Employment type: ☒ Full-time Professional Level: ☒ Professional Salary Range: NYLAG is a unionized workplace, and salaries are set pursuant to a collective bargaining agreement. The current salary range for this position is between $85,018 - $93,175 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 oGagmmkQGi

Job Description Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series C funding round brought our total investment to over $170 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 6 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Your Role: We are looking for a Senior Software Engineer to join our Advisory Suite team, which powers key components of our investment management platform. You will work on critical financial engines, including portfolio rebalancing, trade aggregation, tax optimization, and fixed income analytics. You will design, build, and scale services that enable investment advisors to manage client portfolios with precision and efficiency. Things You Get To Do: • Design, build, and maintain backend services for:, • Portfolio rebalancing algorithms, • Trade aggregation logic (VWAP, TWAP), • Tax lot accounting and optimization, • Fixed income product modelling and yield computation, • Contribute to future product areas within the advisory suite team and/or trading platform, • Collaborate with product, data and other engineering teams to translate business and financial logic into performant systems, • Write clean, maintainable, and testable code in Go, • Participate in code reviews, architecture discussions, and sprint planning, • Contribute to scaling strategies and observability practices (e.g., tracing, alerting, dashboards)Who. You Are (Must-Haves):, • 5+ years of professional software development experience, • Strong grasp of data structures, algorithms, and systems design, • Experience with financial systems, trading, or portfolio analytics is a strong plus, • Familiarity with time-series data processing and numerical accuracy (especially for VWAP/TWAP), • Knowledge of fixed income concepts (e.g., yield curves, duration, accrual), • Comfortable working in a fast-paced, agile environmentHow We Take Care of You:, • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500 Recruitment Privacy Policy

Job Description BBR Partners is searching for a Portfolio and Wealth Advisory Associate to play an important role on a boutique team tailored to client accounts. Advisory Associates are integral to BBR's ability to provide unparalleled hospitality and advice. The desired candidate is passionate about alternative investments, financial markets, client literacy and exceptional service. Responsibilities: • Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning, • Generate and edit presentations for existing clients and marketing presentations for prospects, • Prepare reporting for internal meetings relating to clients, prospects, and investment managers, • Maintain data integrity across multiple systems, • Collaborate with senior team members to resolve complex client requests or issues, • 1 or more years professional or relatable experience ideally in Asset or Wealth Management, • Undergraduate degree and a strong academic track record, • Proficiency in MS Office Suite, especially Excel, • High degree of intellectual curiosity, • Excellent communication and time allocation skills: adept at managing expectations, • Exceptional interpersonal skills: ability to work both autonomously and harmoniously with a team, • Comfortable being wrong: seeks to learn from mistakes and takes accountability, • Exhibits enthusiasm for professional development and personal growth, • Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment., • Competitive base salary and incentive compensation opportunity., • Company subsidized health, dental and vision insurance for employee, partner, and dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care., • Personalized development and career opportunities., • Flexible time off and paid parental leave, as well as opportunity for Sabbatical with company tenure., • Hybrid work environment, "Work from Anywhere" weeks, and business casual dress. Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $85,000 and $100,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages, commission eligibility, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Job Description Summary Vertical Relevance is looking for an AWS DevOps Consultant, to join our team as a full-time employee in our New York or New Jersey office or work remotely. This person is responsible for the end-to-end planning, building, and deploying of software systems. He/she will be able to drive the programming of well-constructed, testable code. As an AWS DevOps Consultant, you will implement technical solutions as part of a team for customer engagements. This role requires strong teamwork, communication, patience and organization skills needed to drive customer success. At Vertical Relevance we deliver with excellence through teamwork, automating everything, constantly learning and taking ownership for the outcomes our customers experience. Are you ready to join the team? Responsibilities * Help customers shape their journey to adopting the cloud and provide our customers with technical and strategic guidance on their “cloud journey”. * Consult, plan, design, and implement cloud solutions with customers * Build and deploy infrastructure and automate operations for customers * Become a deep technical resource that earns our customer's trust * Develop high-quality technical content such as automation tools, reference architectures, and white papers to help our customers build on the cloud * Innovate on behalf of customers and translate your thoughts into action yielding measurable results. * Support solution development by conveying customer needs and feedback as input to technology roadmaps. Share real world implementation challenges and recommend expansion of capabilities through enhanced and new offerings. * Assist with technical briefs that document solutions * Assist with reference architecture implementations * Support internal and external brand development through thought leadership: * Work with Marketing/Alliances to write blog posts * Work with Marketing/Alliances to develop internal case studies Qualifications * Professional experience architecting/operating DevOps solutions built on AWS * Experience in software/technology customer facing experience * You must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future. Sample Activities You’ll Do Creating a Self-Service Account Framework * Assist Customer with organizational hierarchy design and configuration templates * Assist Customer in the development of referenceable playbooks, supported by relevant code examples * Assist Customer in the development of sample runbooks to automate the implementation of AWS account setup and configuration * Account Framework - Developing an automated Continuous Delivery Pipeline framework that will be used to establish AWS Accounts to configured, tested infrastructure on AWS in a repeatable, reliable and secure manner eliminating the need for manual intervention. * Security Control Policies - Development of the Service Control Policies and account baselines associated with the Customer’s security and compliance requirements * Assist Customer with the development of a report and supporting sample code addressing the controls as part of the playbook Creating a Self-Service Environment Framework * Assist in selecting tools for building Infrastructure-as-Code * Assist Customer in the development of referenceable playbooks, supported by relevant code examples for application infrastructure code * Assist Customer in the development of sample runbooks to automate the implementation of application infrastructure code: * Infrastructure-as-Code - Development of Infrastructure-as-Code specific to each application that can be used to automate the delivery of configured AWS resources specific to the requirements of the application being deployed. * Configuration Management - The development of configuration management modules specific to each application used to automate the configuration of servers including software installation and configuration * Service Catalog Pipeline - Development of a framework for orchestrating build, test, deployment, and validation of infrastructure automation code. * Service Catalog - Management of Service Catalog portfolios to connect products based on selected applications * Assist Customer with the development of a report and supporting sample code addressing the application infrastructure code as part of the playbook Creating a Self-Service Pipeline Framework • Assist Customers in defining Customer’s DevOps Framework capabilities based on Customer’s identified business outcomes Assist Customer with reviewing the DevOps Framework architecture against Customer’s identified business outcomes, to include providing general recommendations to help Customer close any observed gaps * Provide Customer with AWS general best practices that may help Customer refine identified deployments * Assist Customer with defining the first iteration of minimum viable product (MVP) for the DevOps Framework. * Deploying ASP.NET web apps and building new Amazon Elastic Compute Cloud (Amazon EC2) instances * Deploying Python on AWS Lambda * Deploying Java on AWS Lambda * Blue/green deployments on Amazon Elastic Container Service (Amazon ECS) * Deploying to existing Amazon EC2 instances (Windows operating system) * Provisioning dashboards to monitor deployments * Assist Customer in developing and implementing the first iteration of MVP in a non-production environment, under Customer’s direction and using AWS general best practices * Assist Customer with identifying next steps and proposing activities for a future follow-on engagement * Provide knowledge transfer to Customer’s stakeholders on the DevOps Framework Relevant Technical Tools * Primary Languages – Python, Bash * Tooling, Services & Libraries – Jenkins, Gitlab, Terraform, Vault, Packer, Ansible, Chef, Puppet, Git, Subversion, Docker, Kubernetes, DataDog, Serverspec Relevant AWS Services * AWS Infrastructure Scripting – CloudFormation, AWS CLI, AWS CDK * AWS Storage Services – S3 * AWS Compute Services – EC2, ECS, EKS, ECR, Lambda * AWS Database Services – RDS, DynamoDB * AWS Networking Services – VPC, Route53, API Gateway * AWS Developer Services – CodePipeline, CodeBuild, CodeCommit, CodeDeploy, AWS Cloud9 * AWS Management and Governance Services – AWS Organizations, CloudWatch, Auto Scaling, Config, CloudTrail, Service Catalog, Systems Manager * AWS Security, Identity, Compliance Services – IAM, Key Management Service, Secrets Manager * AWS Application Integration Services – SNS, SQS, Step Functions, Simple Workflow, EventBridge The Company Vertical Relevance was founded to help business leaders drive value through the design and delivery of effective transformation programs across people, processes, and systems. Our mission is to help firms at any stage of their journey develop custom solutions for success and growth. We provide a full range of services from strategy and design through to implementation and training. Our collective industry expertise is our greatest asset - our professionals have an average of 20+ years’ experience within Financial Services, across Wealth Management, Asset Management, Insurance, and Banking. Within our Customer Experience practice, we add complementary industry expertise (technology and media) synergizing the most relevant and successful customer trends. We focus wholly on your success by first rigorously assessing your business and technology challenges, and then right-sizing solutions that provide a meaningful ROI. With our industry experts hitting the ground running and focusing on nimble, quality delivery, we can see rapid, tangible improvements with our clients in productivity and effectiveness. When it makes sense for your company, we leverage our product partnerships in the areas of CRM, Sales Acceleration, Predictive Analytics, Digital Knowledge Management, and Cloud Transformation. Vertical Relevance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Powered by JazzHR x5TjOLaD5z

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

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

Job Description Firm Summary: Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With ten offices located throughout the United States, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities. Position Summary: Winged Keel Group’s Client Services department focuses on delivering best in class service to our ultra-high net worth clients. Offering a suite of services that include customized reporting, premium invoicing, task management, and the preparation of client life insurance portfolio reviews, the bedrock of this department is our disciplined approach to monitoring and maximizing the performance of our clients’ portfolios. The client is always our first priority and taking a close second is our commitment to collaborating within the team to meet objectives and expectations in a timely fashion. As a Client Reporting Analyst you will not only learn about servicing life insurance for the wealthiest families in the country and providing highly complex reporting, you will also develop task management and time management skills, effective communication skills, MS Excel Skills, and an exceptional attention to detail. The work is intellectually stimulating and challenging, and hard work is recognized and rewarded. Position Responsibilities: • Manage the timely production and review of monthly statements for private placement policies by working closely with insurance companies and colleagues, • Obtain and upload large sets of data to a proprietary database to facilitate statements., • Efficiently reconcile data; understand and resolve any issues Build and update complex Excel models to generate and produce presentation-ready reports, by utilizing Excel tools such as VLOOKUP and PivotTables. Modify and improve Excel models to make them more user-friendly for other members of the Client Services team., • Develop and maintain excellent relationships with insurance company contacts, clients, and advisors, • Regularly communicate with clients and advisors, generally via email and sometimes by phone, to respond to inquiries, alert them to missed payments, provide information, etc., • Use insurance company software to run (or request from insurance companies) inforce policy illustrations., • Prepare periodic policy reviews for inforce policies using standard templates, • Create ad hoc presentations and spreadsheets based on client requests, • Facilitate all administrative aspects of requested policy changes, including the movement of money/fund allocations, as requested, • Obtain, understand, and present fund information available to clients, • Problem-solve client issues and escalate to higher level internal management when applicable, • Update and maintain client information and document all client transactions, • Adhere to broker-dealer compliance requirementsIdeal Candidate will Possess the Following:, • 3-5 Years Experience in Life Insurance or Financial Services (a plus), • Licensed – Series 6, 63, Life, Accident & Health (a plus), • Extremely detail-oriented, • Natural problem solver who can work on own initiative, and equally as well in a team, • Strong technical, organizational and prioritization skills, • Strong proficiency with Excel and Outlook, • Ability to pick-up and understand new software and technology relatively quickly, • Understanding of financial math concepts like gross and net rates of return, gain and loss, • Proactive with a can-do and will-do approach to work, • Deadline driven with the ability to work in a fast-paced environment, under pressureWorking Conditions/Demands/Complexity:, • Required to work on a computer for a substantial part of the day, • A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environmentCompensation / Benefits:, • Attractive annual compensation package is commensurate with experience, • Eligible for annual profit sharing bonus Ei6AuIMZu0

Job DescriptionJob Title: Integration Engineer, Conversational AI Platform Location: New York City Salary: $100–$120K Work Authorization: Applicants must be authorized to work in the US. About Kasisto Humanizing Digital Experiences® Kasisto's Digital Experience Platform, KAI, enables financial institutions to deliver the industry's most advanced conversational AI-powered intelligent virtual assistants. Built specifically for banking, KAI supports interactions ranging from simple retail banking to complex corporate and wealth workflows — all with high security, extensibility, and domain fluency. About the Role We're looking for an AI Integration Engineer to join our Implementations team. In this client-facing role, you'll support the implementation of our AI platform by helping connect it with customer systems and environments. You'll work closely with customers to gather requirements, understand contact center workflows, and support system integration. You'll also collaborate with internal product, engineering, and solutions teams to ensure smooth deployments and successful go-lives. This role is ideal for someone passionate about enterprise integrations, conversational AI, Agentic AI, and automation within financial services. What You'll Do • Participate in discovery sessions with customers to understand system requirements, data flows, and operational workflows., • Lead the design and implementation of integrations between the Kasisto platform and customer systems (e.g., CRM, CCaaS, identity providers)., • Support testing, troubleshooting, and deployment of integration components., • Document technical designs, integration specs, and customer configurations., • Collaborate with senior engineers and project leads to deliver high-quality solutions., • Help ensure that customer workflows and business goals are reflected in the deployed solution.What You Need, • Bachelor's degree in Computer Science, Engineering, or a related field (or equivalent practical experience)., • 2–4 years of experience in a software, integration, or implementation engineering role., • Familiarity with APIs (REST), basic scripting or programming concepts (e.g., JavaScript, Java and Python)., • Interest or exposure to AI, automation, or contact center technologies., • Strong communication skills and ability to work directly with external customers., • Ability to learn quickly, take ownership of tasks, and work effectively in a fast-paced team environment.Nice to Have, • Experience working in or with financial services or regulated industries., • Prior work involving SaaS platform integrations., • Familiarity with authentication protocols (OAuth, SAML, JWT, TLS Certificate management) and cloud platforms like AWS.Why Join Us, • Competitive compensation and full benefits package, • Ground floor opportunity in a high-growth, AI-first company, • Hands-on experience in real-world customer environments, • Collaborative, startup-style culture, • Career growth into architecture, delivery, or product roles

Job Description TITLE: Development Operations Coordinator REPORTS TO: SVP, Development, Marketing & Communications LOCATION: Brooklyn, NY About Goodwill Industries NYNJ: Goodwill NYNJ empowers individuals with disabilities and other barriers to employment to gain independence through the power of work. The organization has a vision of a world with no barriers to employment. Founded more than 100 years ago, Goodwill has helped participants who face disabilities or other barriers find work. Goodwill believes in the dignity of work and provides its clients with the skills required for a changing workplace. To many, Goodwill is known primarily for its retail stores and as a destination for donating goods, but the organization is also a leading human service non-profit serving 10,000 people annually with life-changing supports and connecting them to employment. Primary Function: The Development Operations Coordinator is the operation backbone of the Development team — managing systems, tracking deadlines, organizing data, and ensuring projects stay on course. The coordinator ensures fundraising operations are accurate, efficient, and professional, and donor/partner engagement is delivered with excellence. The ideal candidate is not just organized but also resourceful and sharp: someone who notices what needs to get done, takes initiative, and uses good judgment to solve problems. While prior fundraising experience is helpful, it is not required. What matters most is administrative strength, common sense, and the ability to move quickly and keep the trains running on time. This role is an exciting entry point for a smart, ambitious professional eager to gain exposure to many aspects of nonprofit work. It’s a true launchpad role with real responsibility, offering the chance not only to learn but to bring creative ideas, contribute strategically, and take ownership of meaningful projects. The Coordinator will have the opportunity to execute on exciting initiatives, collaborate across teams, and see the direct impact of their work in advancing Goodwill’s mission. Key Responsibilities: Administrative & Project Coordination: • Maintain calendars, timelines, and trackers for development activities, events, and stewardship plans, • Ensure team projects are organized and moving forward against deadlines and goals; ensure deadlines are met and projects stay on schedule; anticipate needs and flag issues early., • Process invoices and reimbursements, support budget tracking, liaise with vendors, and manage regular reconciliation with finance department., • Provide administrative and calendar support to SVP, Development, Marketing & Communications; AD, Corporate Engagement & Special Events; and others as needed., • Support Board Development and Nominating Committees., • Provide other administrative and project coordination support as needed. Data, Analytics & Tracking: • Manage donor data in Raiser’s Edge (training provided if needed)., • Accurately enter donations and produce timely acknowledgment letters., • Own moves management tracking., • Develop and run regular reports and dashboards to track progress toward fundraising goals., • Compile and report out on analytics for regular meetings and planning needs, including monthly stat meetings, strategic planning check-ins, weekly gift logs, etc. Prospect Research: • Utilize a range of wealth screening tools to conduct prospect research for current and future donors and funders., • Review prospect research and qualify donors to appropriate donor portfolios., • Prepare prospect reports and meeting briefs for CEO, SVP, and others as needed. Donor & Partner Stewardship, • Maintain donor list segmentation for fundraising appeals and donor correspondence., • Draft, edit, and proofread donor-facing communications such as thank-you letters, meeting requests, pitch decks, and updates., • Serve as primary lead for Round Up program., • Manage annual fund activities., • Manage donor communications calendar. Special Event Support: • Provide logistical support across all special events, including annual Gala, corporate engagement events, and donor/partner visits, • Maintain event timeline, revenue and budget trackers, • Coordinate with event vendors. Qualifications, • 1–3 years of professional experience in an administrative, operations, or project coordination role (nonprofit or other sectors)., • Strong organizational skills and the ability to manage multiple priorities with accuracy and speed., • Sharp judgment, resourcefulness, and common sense — able to anticipate needs and solve problems independently., • Excellent written and verbal communication skills., • Proficiency with Microsoft Office; familiarity with databases (e.g. Raiser’s Edge, Salesforce) a plus, but not required., • Strong comfort with numbers, data, and reporting., • Demonstrated initiative, curiosity, and eagerness to learn., • Sense of humor and role-up-your-sleeves attitude., • Genuine enthusiasm for Goodwill’s mission of creating a world with no barriers to employment. Why Join Us: This is an exciting opportunity to be at the center of a dynamic, mission-driven team during a period of growth. The Development Operations Coordinator will gain exposure to all aspects of nonprofit fundraising and communications, build highly transferable skills, and play a vital role in advancing Goodwill’s mission.

Job Description Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series C funding round brought our total investment to over $170 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 6 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Your Role: Our brokerage product team at Alpaca is looking for a Lead Product Manager to define and drive new product initiatives and manage a portfolio of existing products. In this role you will ideate and deliver brokerage features while closely collaborating with engineering, analytics, design, partnerships and many other cross-functional teams across Alpaca. Things You Get To Do: • Own brokerage products, • Write product requirements and work with engineers to execute programs, • Drive brokerage product strategy by analyzing ROI, market competition, and build-vs-buy scenarios, • Improve the brokerage operation efficiency by providing solutions and owning the metrics, • Contribute to the product roadmap and product strategy, • Lead customer calls around brokerage process and product issues to gain insights and reduce them to products, • Participate in calls with external regulators to drive the product strategy and execution, • Report timely and accurately on product status and results to internal and external stakeholders, • Ad hoc duties and projects as assigned Who You Are (Must-Haves): • Excited about what Alpaca is building, • Bachelor's degree in computer science or equivalent, • 5+ years of experience in Product Management, Engineering, and/or starting a startup, • Demonstrated interest in Brokerage and FinTech, • Experience analyzing data using SQL and a relevant BI tool, • Strong communication skills, both written and verbal and collaboration skills, • Business acumen to understand tradeoffs between stakeholders and technology feasibility with time and budget constraints Who You Might Be (Nice-to-Haves): • Experience and background working on and developing Brokerage products is a plus, • Technical background working with APIs How We Take Care of You: • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500 Recruitment Privacy Policy

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Role We are hiring an experienced Sales Engineer to partner with Sales Directors in driving new customer acquisition across enterprise and strategic accounts. As an Arch Sales Engineer, you will act as an expert on the Arch platform, clearly articulating how and why our clients are leveraging Arch to transform their private investment operations. You'll also work across all client types (from banks and family offices to advisors and accounting firms) and play a pivotal role in helping prospects deeply understand our product, tailoring solutions to their needs, and ensuring a smooth, confident buying process. This role is ideal for someone with a strong technical and product mindset who wants to help solve meaningful, complex problems in private investing. At Arch you will: * Act as a subject matter expert on the Arch platform - its features, data model, integrations, and real-world use cases * Partner with Sales Directors to lead discovery sessions, deeply understanding each prospect’s workflows, pain points, and goals * Deliver tailored, compelling product demonstrations that clearly show how Arch delivers value for all client segments * Confidently explain why clients choose Arch, sharing insights and best practices to build trust and credibility * Own and manage the technical aspects of the sales process, including integrations, security, data migration, and product fit * Collaborate cross-functionally with Product, Engineering, Operations, and Partnerships teams to ensure client needs are understood and addressed * Provide clear, structured feedback from client interactions to help shape Arch’s product roadmap * Help create and maintain demo environments, and technical documentation to support the sales process Reach out to us if you: * Have 5-7 years of experience in Sales Engineering, Solutions Consulting, Pre-Sales, or similar technical client-facing roles, ideally in SaaS (experience in a growth-stage startup is a plus) * Bring strong product experience, you love mastering the details of a product, understanding client use cases, and helping users succeed * Excel at explaining complex technical concepts to non-technical audiences in a consultative, problem-solving manner * Have experience working with and selling to enterprise or strategic accounts, ideally including financial institutions or professional services firms * Are energized by solving meaningful customer problems with creativity and persistence * Are proactive and comfortable navigating ambiguity in a fast-growing environment * Care deeply about building trusted, long-term relationships with clients Bonus points if you: * Have previous experience in wealth management, a family office, fund management, accounting, or a related financial field * Possess a deep understanding of Alternative Investments industry trends, products, and services * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s * Have experience working with APIs, data integrations, or financial reporting systems A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $150K - $210K

Job Description Who We Are: Click Therapeutics, Inc., develops, validates, and commercializes software as prescription medical treatments for people with unmet medical needs. As a leading innovator of Digital Therapeutics™, Click delivers accessible, clinically proven, FDA-regulated prescription treatments to the smartphone in your hand. Click's treatments are defined by a commitment to applying technical and scientific rigor and patient-centric design to the development process. This results in uniquely engaging experiences that achieve compelling clinical outcomes for patients seeking new treatment options. Click Therapeutics continuously expands and refines its platform with novel cognitive, behavioral and neuromodulatory mechanisms of action and advanced data-driven tools such as artificial intelligence and machine learning. The digital therapeutics under development on Click's platform address diverse areas of therapeutic need, including indications in psychiatry, neurology, oncology, immunology, and cardiometabolic diseases. Consistently named a best place to work, Click fosters an inclusive, diverse workforce of innovators, clinicians, scientists, researchers, designers, technologists, engineers and more, united in a common mission to provide patients everywhere access to safe and effective prescription digital therapeutics. For more information, visit and connect with us on LinkedIn. About the Role: We're looking for a Cybersecurity Project Analyst to join our team at Click Therapeutics, Inc. In this role, you'll be a key player in our information security program, working alongside the Cyber Team, engineers, and senior security experts. Your main responsibilities will include helping to design, test, implement, and monitor the security measures that protect our company. This position is based out of Click's headquarters located in Tribeca, NYC, at the center of one of the fastest-growing digital health communities. We have a hybrid working model that consists of at least 3 days in office each week. Responsibilities: • Maintain awareness of emerging cybersecurity threats, regulatory requirements, and industry best practices across Information Security, Application Development, GRC to help drive organizational change., • Identify and assess vulnerabilities in critical assets, customer network, and systems; coordinate and manage remediation activities to closure., • Maintain and mature the Third-Party Risk Management lifecycle, including onboarding, due diligence, re-assessments, and risk mitigation., • Monitor and track risk, risk exceptions and compensating controls; ensure risk acceptance processes are documented and approved in accordance with governance policies., • Develop, implement, and maintain risk and compliance programs aligned with NIST, ISO 27001, SOC 2, and CyberEssentials frameworks., • Create, update, and maintain standard operating procedures (SOPs) and information security policies (ISPs) to ensure alignment with organizational posture and compliance requirements., • Lead internal and external audits and support compliance efforts, including SOC 2, ISO-27001, and other regulatory frameworks., • Assist with incident response activities, including triaging alerts, and investigating security events to system and network security alerts., • Lead monthly phishing simulation campaigns and analyze results to strengthen the organization's security awareness., • Manage and enhance the Security Awareness Training program, ensuring engagement and ongoing relevance to emerging threats and best practices., • Participate in the change management process, ensuring that security requirements and impact assessments are properly addressed., • Collaborate with the Cloud and Application engineering teams to provide security-focused guidance during the design and implementation phases., • Work as part of a cross-functional team of engineers and analysts, contributing in a respectful, inclusive, and collaborative environment., • 2+ years of hands-on experience in cybersecurity, information security, or a related field., • Strong eagerness to learn, take initiative, and engage with new and evolving tasks., • Effective verbal, written, and interpersonal communication skills., • Foundational knowledge and understanding of IT risk assessments of potential and current information security risk., • Experience working with cloud-based environments and microservices architecture, including configuration, operation, and maintenance (e.g., AWS)., • Familiarity with compliance and risk management requirements in regulated industries such as healthcare, or related industries., • Working knowledge of common security frameworks (e.g., NIST, SOC 2, ISO27001), • Familiarity with developing within an agile scrum planning methodology The base salary range for this position is between: $85,000 - $110,000. The final base salary will be dependent upon skills, experience and location. In addition to the base salary, Click Therapeutics offers an annual performance-based cash bonus and a generous equity package. Benefits: The role includes great benefits and is an excellent wealth-building opportunity at a fast-growing pre-IPO company in a nascent and extremely exciting space. Competitive Salary with Annual Review | Cash Bonus | Stock Options | 5% 401(k) matching | Medical | Dental | Vision | Life Insurance | Voluntary Benefits | Unlimited PTO | Uber One | Nectar Rewards | One Medical | Fertility Support | Fitness Reimbursement | Bike Membership | Professional Development Stipend | DoorDash and Catered Lunches | Parent Benefits | LinkedIn Learning | Gemini Enterprise Stack | Industrious Workspaces | Commuter Subsidies | Flexible Work Arrangement | Choice of Mac or Windows | Sponsored Company Events | Office Snacks and Beverages | Much More… Equal Employment Opportunity: Click Therapeutics is committed to equal opportunity in the terms and conditions of employment for all employees and job applicants without regard to race, color, religion, sex, sexual orientation, age, gender identity or gender expression, national origin, disability or veteran status. Click Therapeutics also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as employment eligibility verification requirements of the Immigration and Nationality Act. All applicants must have authorization to work for Click Therapeutics in the U.S. In certain circumstances it may be advantageous to Click Therapeutics to support the application(s) for temporary visa classification and/or sponsor applications for permanent residence so that a foreign national colleague can accept or remain in a work assignment in the U. S. For certain classes of temporary visas, the resulting work authorization may be specific to Click Therapeutics and the specific job and/or work site. Click Therapeutics may at its business discretion decide to or refrain from obtaining, maintaining and/or extending the temporary visa status and/or sponsoring a colleague for permanent residency and /or employment eligibility, considering factors such as availability of qualified U.S. workers and the colleague's long-term prospects for securing lawful permanent residence, among other reasons. Employment applicants requiring immigration sponsorship must disclose, when initial application for employment is made, whether or not they are legally authorized to work for Click Therapeutics in the U.S. and, if so, whether that authorization permits them to work in the job they seek. In no case should Click Therapeutics support of a colleague's temporary visa application or sponsorship of a colleague for permanent residence be construed to guarantee success of that application or amend or otherwise invalidate the "at-will" employment relationship between the colleague and Click Therapeutics. Recruitment Phishing Scams: Fake job advertisements and offers are increasingly appearing on the internet. If you have encountered a job posting or have been approached with a job offer that you suspect may be fraudulent, we strongly recommend you do not respond and report it to the Federal Trade Commission and the FBI at . Please be mindful of the following: * Click Therapeutics will only reach out to you through an "@clicktherapeutics.com" email address. * Other than your email address or telephone number, which you may provide via a job application portal, Click Therapeutics will never ask you to provide personally identifiable information about yourself (such as a Social Security Number or Driver's License Number) via a messaging application (like that used on the LinkedIn platform or Microsoft Teams). * Click Therapeutics will conduct interviews face-to-face over Zoom. * All job postings will be listed on the Click Therapeutics official career page.

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

Job DescriptionNew York, NY/Hybrid Salary Range: $225,000 - $240,000 The Creative Director role is responsible for driving creative strategy, advancing brand development, and spearheading marketing innovation at Apple Bank. As a senior leader, this position plays a pivotal role in shaping client engagement across all channels, with particular emphasis on consumer deposit products, commercial lending, small business services, wealth management, and digital banking. The ideal candidate will demonstrate a strong blend of creativity, compliance expertise, and strategic design, while fostering internal capabilities to reduce dependency on external agencies. This position oversees the full spectrum of creative functions, including brand strategy, campaign development, visual identity, and multi-channel storytelling. Additionally, the Creative Director will contribute significantly to go-to-market strategies, uphold brand standards, and participate in executive initiatives aimed at enhancing both market presence and customer experience. The successful candidate will possess extensive knowledge of financial marketing compliance, proven leadership skills, experience with usability testing, and a history of developing cohesive brand marketing materials and campaigns that produce quantifiable business outcomes. ESSENTIAL DUTIES AND RESPONSIBILITIES • Direct and develop the Bank’s creative strategy and brand positioning for all customer segments, including consumer, commercial, small business, and wealth management., • Supervise creative output across digital, print, video, social, mobile, and experiential channels., • Work collaboratively with Legal, Compliance, Risk, and Product teams to ensure creative work meets regulatory and brand requirements., • Oversee agency relationships and creative vendors, managing teams of designers, writers, and UX specialists; prepare creative briefs and manage vendor execution., • Promote data-driven design decisions by integrating customer insights and marketing analytics into creative plans., • Support consistency and development of the brand across the organization, including executive communications, internal branding, and the employee value proposition., • Represent the creative function at senior leadership meetings; provide strategic guidance to business line leaders., • Collaborate with enterprise leaders on growth initiatives, product launches, and digital transformation programs., • Coordinate with branch administration and sales strategy leadership to align creative concepts with retail and sales objectives throughout the branch network., • Balance visual innovation with risk considerations, ensuring creative compliance with industry regulations and facilitating streamlined approval processes., • Establish scalable and compliant creative procedures that adhere to FDIC, FINRA, SEC, CFPB, and internal regulatory standards., • Lead usability testing efforts with vendor partners, develop test plans, oversee execution, and incorporate results into design strategies., • Manage the direction of the Bank's public-facing website, maintaining alignment with internal principles such as trust, transparency, and professionalism., • Ensure consistent brand identity across digital platforms, including typography, iconography, color schemes, and imagery, in accordance with financial sector norms., • Set creative direction for new product introductions, service updates, or website rebranding., • Guide the development of accessible and secure digital experiences for various customer groups, including investors, individuals, institutions, and advisors., • Support designs that facilitate user activities, such as account openings, product exploration, use of calculator tools, and advisor searches., • Supervise UX/UI designers in creating responsive layouts compatible with multiple devices and adhering to WCAG accessibility guidelines., • Track key performance indicators, including click-through rates, bounce rates, conversion funnels, and SEO metrics., • Encourage ongoing improvement through analysis of heatmaps, session recordings, usability testing, and site analytics., • Promote a culture focused on combining analytics with creative design., • Create workflows, timelines, and briefs to manage web projects within predetermined scope and deadlines., • Oversee external marketing agency in areas such as visual design, copywriting, UX/UI design, while mentoring and reviewing outputs for quality and uniformity., • Manage and support junior graphic designers to enhance work quality, consistency, and brand representation generated internally., • Carry out management tasks per company policies and laws, including interviewing, hiring, training, assigning work, evaluating staff, handling rewards, discipline, complaints, and conflict resolution., • Perform other assigned duties. SKILLS, EDUCATION, & EXPERIENCE • Bachelor’s degree is required, advanced degree a plus., • A minimum of 12 years of creative leadership experience, including at least 5 years within financial services marketing (ideally in banking, wealth management, or fintech)., • Demonstrated expertise managing creative initiatives in regulated environments, with thorough knowledge of FINRA, SEC, CFPB, or FDIC marketing compliance standards., • Strong portfolio showcasing high-impact, multi-channel campaigns., • Proven record of successfully leading large teams and collaborating cross-functionally with Compliance, Legal, Product, Branch Administration, and Sales departments., • Advanced visual and verbal storytelling abilities, with proficiency across both traditional and digital formats., • Comprehensive understanding of customer journeys, segmentation, personalization, and creative optimization strategies., • Executive presence with outstanding communication skills; experienced in presenting to Boards and C-suite executives., • Skilled in developing usability testing plans, coordinating usability studies, and analyzing results., • Highly organized, proactive, collaborative, and energetic self-starter with a results-oriented approach., • Demonstrated ability to independently initiate and complete complex tasks., • Capable of rapidly assimilating and synthesizing complex technologies. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Job DescriptionCompany Description About Sia Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. Job Description As a Manager in the Wealth & Asset Management Practice, you will apply your prior consulting/industry experience to manage key projects and initiatives for our Financial Services clients. Successful candidates will have 8+ years of consulting experience in asset management: Strategy, Target Operating Model Design or Business Transformation, and Implementation (SDLC/Agile). Our consultants possess exceptional communication, interpersonal and organizational skills. We are seeking critical thinkers with proven writing and presentation skills. If you meet / exceed the requirements for this hiring profile, we’d love to hear from you. Key Responsibilities As a core member of the Wealth & Asset Management Practice, you will: • Deliver on a range of client assignments, usually as part of an on-site project team (some travel may be required), • Develop working group, senior stakeholder and senior level presentations for stakeholders, • Manage portfolio of work from small to large projects involving platform integration and data conversions, • Work closely with developers to bridge gap between business and technology, • Ability to create system flow charts, sequence diagrams, understand system architecture and translating business requirements to technology, • Assist in developing thought leadership and building solutions and methods, • Develop exceptional trusted advisor relationships with our clients, • Identify opportunities for new business and support bid teams with proposals, • Contribute to the development of high-quality technical offerings, • Support the Sia practice and our people developmentQualifications, • Bachelor’s degree required in business or related field, • 8+ years of Management Consulting experience in Asset Management, • Demonstrates strong Project Management skills, preferably Scrum Master with Agile experience, • 1-3+ years in relevant management/leadership capabilities, • Demonstrates strong Business Analysis skills: define business requirements, translate requirements into system solution, reporting, creating detailed analysis, etc., • Lead teams through daily execution of activities, deliverables, project plans, and client presentations, while championing recruiting efforts to grow the practice, • Provide demonstrations to clients throughout the entire project life-cycle; provide technical leadership on project related tasks leveraging tools, templates & methodologies and establishing delivery dates are met, • A high level of drive and commitment to deliver high quality work under pressure to meet tight deadlines, • Act as a supportive team player who actively develops relationships and is eager to share knowledge with colleagues and our clients, • The ability to learn new subject matter rapidly and a desire to develop a deep understanding of the trends and challenges shaping Wealth & Asset Management, • Flexibility in approach with a willingness to adapt quickly and take initiative when working in unstructured environments with limited supervision, • An entrepreneurial mindset, including an excellent ability to uncover new opportunities for account Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation * Annual base salary starting at 150K, commensurate with experience and qualifications * Annual performance based discretionary bonus Robust Health Coverage * 3 Medical plans * Dental and Vision * Life, AD&D and other voluntary insurance Tax-Advantaged Accounts * 401K retirement plan * 4% matching and 100% vested upon enrollment * Health Savings Account (HSA) * Flexible Spending Account (FSA) * Health, Dependent Care, Commuter Family Friendly Benefits * 100% paid parental leave for all new parents with eligible tenure * Building Healthy Families program if enrolled through Medical plan Time Off to Recharge * Generous Paid Time Off (PTO) policy * 9 company holidays plus 1 floating holiday Extras that Make Life Easier * College savings and student loan repayment assistance * Monthly cell phone stipend * Access to wellness programs at no cost if enrolled through Medical plan, including: * Gym membership reimbursement * LiveHealth Online virtual care * Personalized support from a Well-being Coach * Employee Assistance Program at no cost * Free confidential counseling and emotional support services * On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to employ any applicant who will require, either now or in the future, employment visa sponsorship or sponsorship for work authorization (i.e., H-1B visa, F-1/OPT or STEM OPT, TN, etc.). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Job Description What does a great Client Success Manager do? An InvestCloud Client Success Manager is responsible for maintaining deep customer relationships to drive account revenue retention and growth. By collaborating with internal partners, the Client Success Manager delivers exceptional service and a valuable solution. This position sits within our APL business unit, and will manage and defend a book of business aligned by customer segment within a geography. The CSM will be accountable for the commercial close of all deals and retention of existing business. The Client Success Manager will also open larger solution opportunities and introduce Sales and Customer Success Managers. Responsibilities • Make the Client Happy, • Driving Relationship Governance to ensure that we’re making the client(s) happy at a personal level, • Connect with business sponsor on weekly basis while in delivery (monthly if not in delivery), • Maintain relationship powermap. If change in sponsors, build relationship with new sponsors, • Identify personal win for client and Drive alignment between InvestCloud and personal win, • Driving Executive Governance – Enforce executive governance on a monthly basis (quarterly if not in delivery) to ensure that Investcloud and the client are aligned on the status of the relationship and have an opportunity to drive resolution where necessary. Schedule a prep, Ensure the right people are in the room from the client and from InvestCloud, issue meeting minutes, • Build and long-term trusted advisor relationship within their accounts at C-Suite and E-Suite levels. Identify personal win for client and Drive alignment between InvestCloud and personal win, • Drive collection of NPS and, • Drive Operational and Service Excellence, • Ensure Alignment to Business Objectives: Understand the client’s business objective, ensure that the business objectives are being met (e.g. ensure that business kpi’s are being met), • Manage Closure of Open Issues: Understand open issues and work with appropriate teams to drive closure, • Escalate Timely and Effectively: Escalate outstanding issues to senior management, the appropriate escalation path, amber flag, red flag, • Ensure SLA’s are In-Line: Being aware when SLA’s are breached, escalating through the appropriate internal and external channels, • Do a weekly ticket review and work with the platform success team to drive ticket resolution, • Defend Revenue, • Manage Renewals: Manage the renewal process (timing, initiation, annual CPI increase, floor and incremental fees, liability clauses, interacting with legal, the art of negotiation) to drive new value to client and maximum ARR for InvestCloud, • Manage Account receivables: Ensure clients are paying and account receivables are current to drive optimal cash flow for InvestCloud, • Monitor usage of current platform and take action to drive and grow usage, • Grow Revenue, • Maintain solid understanding of InvestCloud propositions to initiate conversations and raise interest., • Drive growth by expanding InvestCloud footprint within accounts.in terms or client relationships and in terms of product, • Maintain and Executing Against Account Plan: Develop, maintain, and execute on account plan, • Identify Upsell Opportunities: identify growth opportunities and collaborate with Sales to upsell/cross sell into the Accounts, • Maintain white space on client Basic Qualifications for Consideration: • BA/BS degree required, MBA a plus, • 10+ years of financial services experience preferably within the customer segments of Wealth & Asset Management, • Proven account management experience in a customer facing environment required, • Strong understanding of customers and their business model and workflows, • Demonstrated selling skills (identity, develop and articulate a complex proposition/consultative selling), • Strategic thinker, • Strong negotiation skills, • Experience using analysis, reporting, modeling, and forecasting to gather data for the purpose of making business decisions About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity, • Excellence The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $165,000 - $180,000 #LI-BH1 #LI-BH1

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Document Management Coordinator LOCATION: New York City or Jacksonville, FL (hybrid), or Fully Remote in the United States SALARY: $45,000 to $50,000 base salary plus equity The Role: Canoe is transforming how institutional investors manage alternative investment data. We automate document collection, data extraction, and delivery for the world’s leading allocators. As we scale, we continue to add to our operational engine — and we’re looking for high-performing operators to support that transformation. Canoe is seeking a Document Management Coordinator to monitor our document collection process across investor portals and email inboxes. The Coordinator will play a critical role in ensuring the timeliness and completeness of document capture for Canoe’s clients. This role is designed for a highly detail-oriented and organized individual who can reconcile system outputs versus expected results. The Document Management Coordinator will monitor investor portal activity and escalate issues as needed. This is an excellent opportunity for someone looking to gain exposure to alternative investments and financial technology through a data operations-focused role. What You’ll Do: • Reconcile collected documents against expected reporting calendars, • Manage detailed logs on document collection, ensuring all required files are captured accurately and on time, • Monitor shared inboxes for actionable tasks, • Track, reconcile, and escalate document anomalies against expectation statuses against internal reports and data, • Bachelor’s degree preferred; relevant experience in fund operations a plus, • 0–2 years of relevant work or internship experience; prior exposure to financial services or operations is helpful but not required, • Strong attention to detail and organizational skills, with the ability to complete repetitive tasks accurately, • Comfortable working with multiple systems and platforms simultaneously, • Proficiency in GSuite and Microsoft Office Suite, • Medical, dental, vision benefits, • Flexible PTO, • 401(k), • Flexible work from home policy, • Home office stipend, • Employee Assistance Program, • Gym/Wifi reimbursement, • Education assistance, • Client First —> Listen, and deliver client-centric solutions, • Be An Owner —> Take initiative, improve situations, drive positive outcomes, • Excellence —> Always set the highest standard for yourself and others Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job Description Who We Are: Click Therapeutics, Inc., develops, validates, and commercializes software as prescription medical treatments for people with unmet medical needs. As a leading innovator of Digital Therapeutics™, Click delivers accessible, clinically proven, FDA-regulated prescription treatments to the smartphone in your hand. Click's treatments are defined by a commitment to applying technical and scientific rigor and patient-centric design to the development process. This results in uniquely engaging experiences that achieve compelling clinical outcomes for patients seeking new treatment options. Click Therapeutics continuously expands and refines its platform with novel cognitive, behavioral and neuromodulatory mechanisms of action and advanced data-driven tools such as artificial intelligence and machine learning. The digital therapeutics under development on Click's platform address diverse areas of therapeutic need, including indications in psychiatry, neurology, oncology, immunology, and cardiometabolic diseases. Consistently named a best place to work, Click fosters an inclusive, diverse workforce of innovators, clinicians, scientists, researchers, designers, technologists, engineers and more, united in a common mission to provide patients everywhere access to safe and effective prescription digital therapeutics. For more information, visit and connect with us on LinkedIn. About the Role: We are seeking an experienced Business Development Director/Senior Business Development Director to join our team. This role will have a direct impact on extending the reach of the company's technology platform. The successful candidate will be expected to play a lead role in sourcing meaningful deal opportunities, structuring and negotiating business deals within a key set of therapeutic areas, and closing transactions that help fuel company growth. The ideal candidate has end-to-end deal experience and is a strategic, driven individual, adept at building relationships with external and internal stakeholders to achieve objectives. We are looking for an individual with a strong sense of initiative and a proven track record of securing new business. This position is based out of Click's headquarters located in Tribeca, NYC or out of our Industrious office located in Boston MA, at the center of one of the fastest-growing digital health communities. We have a hybrid working model that consists of at least 3 days in office each week. Responsibilities: • Build and manage a strong pipeline of deal opportunities that align with the strategic objectives of the company., • Lead end-to-end deal processes, including sourcing, cross-functional diligence, structuring terms and driving negotiations., • Identify and execute on creative opportunities to expand Click's partnering presence in the industry., • Contribute to broader business development strategy and direction beyond owned therapeutic areas., • Develop and maintain strong relationships with potential partners and industry stakeholders., • Represent Click at conferences, meetings and industry events., • Develop a deep understanding of the science underlying Click's mechanisms of action in owned therapeutic areas., • Bachelor's Degree Required. Advanced degree (PhD, PharmD, MBA) preferred., • A minimum of 10 years of experience in life sciences industry. Out-licensing experience to pharma / biotech industry strongly preferred. Investment banking experience also acceptable. International or cross-border experience a plus., • Strong grasp of the fundamentals of pharmaceutical drug discovery, development, and commercialization., • An ambitious self-starter with a strong drive for achieving results., • Track record of sourcing, negotiating, and closing partnerships with positive results., • Extensive network of healthcare industry contacts., • Ability to relate and work with wide range of colleagues across varied functions, experience levels and backgrounds (internally and externally) to achieve results., • Strong organizational and time management skills, ability to prioritize multiple assignments and meet all deadlines with minimal supervision and strong attention to detail., • Superior problem-solving ability with the ability to think critically, strategically and deliver results in a timely manner and at the highest level of excellence., • Superb writing and communication skills, with the ability to communicate persuasively with a diverse audience, including an executive-level audience. The base salary range for this position is between: $165,000 - $200,000. The final base salary will be dependent upon skills, experience and location. In addition to the base salary, Click Therapeutics offers an annual performance-based cash bonus and a generous equity package. Benefits: The role includes great benefits and is an excellent wealth-building opportunity at a fast-growing pre-IPO company in a nascent and extremely exciting space. Competitive Salary with Annual Review | Cash Bonus | Stock Options | 5% 401(k) matching | Medical | Dental | Vision | Life Insurance | Voluntary Benefits | Unlimited PTO | Uber One | Nectar Rewards | One Medical | Fertility Support | Fitness Reimbursement | Bike Membership | Professional Development Stipend | DoorDash and Catered Lunches | Parent Benefits | LinkedIn Learning | Gemini Enterprise Stack | Industrious Workspaces | Commuter Subsidies | Flexible Work Arrangement | Choice of Mac or Windows | Sponsored Company Events | Office Snacks and Beverages | Much More… Equal Employment Opportunity: Click Therapeutics is committed to equal opportunity in the terms and conditions of employment for all employees and job applicants without regard to race, color, religion, sex, sexual orientation, age, gender identity or gender expression, national origin, disability or veteran status. Click Therapeutics also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as employment eligibility verification requirements of the Immigration and Nationality Act. All applicants must have authorization to work for Click Therapeutics in the U.S. In certain circumstances it may be advantageous to Click Therapeutics to support the application(s) for temporary visa classification and/or sponsor applications for permanent residence so that a foreign national colleague can accept or remain in a work assignment in the U. S. For certain classes of temporary visas, the resulting work authorization may be specific to Click Therapeutics and the specific job and/or work site. Click Therapeutics may at its business discretion decide to or refrain from obtaining, maintaining and/or extending the temporary visa status and/or sponsoring a colleague for permanent residency and /or employment eligibility, considering factors such as availability of qualified U.S. workers and the colleague's long-term prospects for securing lawful permanent residence, among other reasons. Employment applicants requiring immigration sponsorship must disclose, when initial application for employment is made, whether or not they are legally authorized to work for Click Therapeutics in the U.S. and, if so, whether that authorization permits them to work in the job they seek. In no case should Click Therapeutics support of a colleague's temporary visa application or sponsorship of a colleague for permanent residence be construed to guarantee success of that application or amend or otherwise invalidate the "at-will" employment relationship between the colleague and Click Therapeutics. Recruitment Phishing Scams: Fake job advertisements and offers are increasingly appearing on the internet. If you have encountered a job posting or have been approached with a job offer that you suspect may be fraudulent, we strongly recommend you do not respond and report it to the Federal Trade Commission and the FBI at . Please be mindful of the following: * Click Therapeutics will only reach out to you through an "@clicktherapeutics.com" email address. * Other than your email address or telephone number, which you may provide via a job application portal, Click Therapeutics will never ask you to provide personally identifiable information about yourself (such as a Social Security Number or Driver's License Number) via a messaging application (like that used on the LinkedIn platform or Microsoft Teams). * Click Therapeutics will conduct interviews face-to-face over Zoom. * All job postings will be listed on the Click Therapeutics official career page.

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Senior DevOps Engineer LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $140,000 - $165,000 (based on NYC, will be adjusted for geo) The Role: As a Senior DevOps Engineer you will be a part of our internal platform team, working alongside other DevOps and Software Engineers to build and maintain the underlying AWS infrastructure and tools that power Canoe’s suite of applications and services. A successful candidate for this role is someone who enjoys creating tools to empower the broader engineering team to write reliable, robust, scalable, and maintainable code. As a Senior DevOps Engineer you recognize that communicating with people is as important as writing code. What You’ll Do: • Take ownership of Terraform repositories to expand existing AWS infrastructure and implement new modules., • Design and build CI/CD pipeline enhancements using industry leading tools and development standards., • Operationalize our observability tools like Datadog and our alerting process to enable engineers, product, and support staff to identify and triage issues quickly., • Collaborate with the engineering team to encourage scalable and fault-tolerant engineering practices using the tools that you’ve built and the shift left mindset., • 5+ years of experience in DevOps, Infrastructure Engineering, or SRE., • Experience with AWS services such as Route 53, ELB, API Gateway, VPC, EC2, S3, RDS, ECS Fargate., • Experience with CI/CD pipelines, infrastructure automation, application and infrastructure security, and site reliability engineering., • Experience with Git version control best practices, networking, Linux, and Bash scripting, • Hands-on experience Terraform, Infrastructure as Code concepts., • Proficient in one or more programming languages (Python, TypeScript, etc.)., • Understanding of the design process and SDLC as it pertains to automated testing., • Familiarity with monitoring tools such as Datadog, CloudWatch etc., • Strong project management and communication skills combined with strong attention to detail., • Ability to easily adapt to changing priorities and anticipate team needs., • Ability to lead mission critical long term initiatives across multiple cross-functional teams., • Willingness to work with and improve code you did not originally write., • Contribute to a collaborative environment by mentoring and learning from other engineers. Preferred: • Familiarity with Python, TypeScript., • Familiar with SQL and non-relational databases like DynamoDB., • Familiar with OOP, MVC, and other commonly used design patterns., • Prior experience with supporting engineering teams in a fast-paced product centric environment is a plus. What You’ll Get: • Medical, dental, vision benefits, • Flexible PTO, • 401(k), • Flexible work from home policy, • Home office stipend, • Employee Assistance Program, • Gym/Wifi reimbursement, • Education assistance, • Client First —> Listen, and deliver client-centric solutions, • Be An Owner —> Take initiative, improve situations, drive positive outcomes, • Excellence —> Always set the highest standard for yourself and others Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job 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 DescriptionAbout NYLAG: Founded in 1990, NYLAG is a leading civil legal services organization combatting economic, racial, and social injustice by advocating for people experiencing poverty or in crisis. Our services include comprehensive, free civil legal services, financial empowerment, impact litigation, policy advocacy, and community partnerships. NYLAG exists because wealth should not determine who has access to justice. We aim to disrupt systemic racism by serving individuals and families whose legal and financial crises are often rooted in racial inequality. NYLAG goes to where the need is, providing services in more than 150 community sites (e.g. courts, hospitals, libraries) and on our Mobile Legal Help Center. NYLAG’s staff of over 400 impacted the lives of nearly 129,000 people last year. Job Description: New York Legal Assistance Group (NYLAG) seeks a Staff Attorney for the Matrimonial Project within its Domestic Violence Law Unit (DVLU). DVLU is an interdisciplinary team of attorneys and paralegals advocating on behalf of survivors of intimate partner violence and sexual assault in New York City. DVLU provides safety planning, advocacy, advice, and representation to survivors in matrimonial and family law matters (including order of protection, custody/visitation, contested divorce, uncontested divorce, child/spousal support proceedings, and related appellate proceedings), and domestic violence-based immigration applications (including VAWA self-petitions, battered spouse waivers, U visa, T visas, adjustment of status, and related applications). DVLU’s Matrimonial Project focuses on providing matrimonial services to low-income survivors of domestic violence including contested and uncontested divorce, ancillary divorce issues (including equitable distribution, maintenance, child/spousal support, custody/visitation, paternity), and order of protection matters. DVLU believes that access to trauma-informed, client-centered representation is crucial for our clients’ paths towards self-determination, safety, and security, and we are seeking a Staff Attorney that shares and models these values. The Staff Attorney will provide safety planning, representation, advice, and advocacy to survivors of domestic/intimate partner violence on contested and uncontested matrimonial matters, ancillary divorce issues (including equitable distribution, maintenance, child/spousal support, custody/visitation, paternity), order of protection matters, and related immigration matters. The Staff Attorney will represent clients before multiple venues including Supreme and Family throughout NYC with a focus on Manhattan. They will also assist survivors in submitting compensation claims based on their victimization. The person in this role will collaborate internally across projects and externally with community-based partners, courts, volunteers, and pro bono attorneys, and will work to expand access to services for communities who face disparate obstacles to accessing assistance. The Staff Attorney reports to the Matrimonial Project Director in DVLU. Duties and Responsibilities: • Provide comprehensive safety planning, as well as representation and consultation to survivors of domestic/intimate partner violence in legal matters including divorce, orders of protection, custody/visitation, support, and equitable distribution in Supreme and Family Courts throughout New York City with a focus on Manhattan;, • Provide representation and consultation in domestic/intimate partner violence-based immigration matters for matrimonial matters;, • Conduct legal screenings, clinics, and outreach, including on-site and in community to expand access to services;, • Attend internal staff meetings and meetings with partner agencies and funders;, • Participate in relevant internal and external coalitions and task forces to advance survivor justice;, • Mentor legal interns, volunteers, and pro bono attorneys;, • Conduct educational seminars, trainings, and outreach to communities, partners, advocates, law students, and others on domestic violence/matrimonial law;, • Administrative duties including updating NYLAG case management systems and maintaining and updating files and case notes, as well as assisting in grant reporting as needed;, • Other duties as needed., • Admission to New York State Bar required;, • 1-4 years of experience working with survivors of intimate partner violence is strongly preferred;, • 1-4 years of legal experience representing clients in family and/or matrimonial law and/or other similar litigation experience is strongly preferred;, • 1-4 years of litigation experience in New York Family and/or Supreme Court is strongly preferred;, • Experience with immigration law, particularly in VAWA self-petitions, battered spouse waivers, and U & T visas, is strongly preferred;, • Fluency in a second language, particularly Spanish or Chinese, is strongly preferred;, • Significant experience working with survivors of trauma, people experiencing poverty, and underserved communities strongly preferred;, • Demonstrated commitment to working with survivors of trauma and advancing gender, racial, and social justice;, • Ability to work collaboratively, communicate effectively, manage multiple tasks, and creatively problem solve;, • Excellent litigation skills;, • Excellent written, oral and analytical skills;, • Excellent organizational skills; and Employment type: ☒ Full-time Professional Level: ☒ Entry Level ☒ Professional Salary Range: NYLAG is a unionized workplace, and salaries are set pursuant to a Collective Bargaining Agreement. The current annual salary range for this position is between $87,210 and $108,800. 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 mYa8PB7VKn

Job DescriptionAbout NYLAG: Founded in 1990, NYLAG is a leading civil legal services organization combatting economic, racial, and social injustice by advocating for people experiencing poverty or in crisis. Our services include comprehensive, free civil legal services, financial empowerment, impact litigation, policy advocacy, and community partnerships. NYLAG exists because wealth should not determine who has access to justice. We aim to disrupt systemic racism by serving individuals and families whose legal and financial crises are often rooted in racial inequality. NYLAG goes to where the need is, providing services in more than 150 community sites (e.g. courts, hospitals, libraries) and on our Mobile Legal Help Center. NYLAG’s staff of 410 impacted the lives of nearly 129,000 people last year. Job description The New York Legal Assistance Group (NYLAG) seeks a highly motivated, experienced Immigration Attorney for a full-time position with the LGBTQ Law Unit. The LGBTQ Law Unit seeks an experienced fulltime attorney to join our team and advocate for our immigrant clients facing removal. NYLAG’s LGBTQ Law Unit, founded in 2008, exists to protect and expand the rights of the Lesbian, Gay, Bisexual, Transgender and Queer (LGBTQ) community and to provide services that meet the unique legal needs of low-income LGBTQ New Yorkers. LGBTQ communities, especially those of color, transgender and gender non-conforming individuals and youth, are at greater risk of living in poverty and of being targeted for violence. The LGBTQ Law Unit provides free representation and advice on a wide array of civil legal matters, including legal name and gender marker changes, immigration (including removal defense), family law matters (orders of protection, custody and visitation, divorce, and adoption), housing, employment and public accommodation discrimination, wills and advance directives and access to gender affirming healthcare. We engage with community partners to provide legal services and education outreach in community settings throughout the five boroughs and push forward systemic advocacy efforts to advance LGBTQ rights and protections. The Immigration Attorney will represent LGBTQ+ immigrants on detained and non-detained removal defense and post-order work providing full representation and limited scope assistance. The job requires substantive knowledge and experience with removal defense for asylum-seeking LGBTQ+ immigrants including bond hearings, motions to reopen and motions to stay removal before EOIR and BIA, federal petitions for review, individual merits hearings, BIA appeals, habeas petitions and motions for emergent relief from detention or removal. Candidates will have a proactive ability to solve problems under time pressure, a strong commitment to providing client-centered services for clients experiencing trauma, and an ability to work collaboratively with a team of attorneys, paralegals, and volunteers working on a broad range of legal matters impacting the LGBTQ+ community. Duties and Responsibilities Specific responsibilities include but are not limited to: • Represent LGBTQ+ immigrants in defensive asylum claims before the immigration court, BIA, and federal courts including bond hearings, post order relief and appeals;, • Prepare and file forms, affidavits, other supporting documents, motions, and legal memoranda for submission to USCIS, EOIR, BIA, and federal courts;, • Represent immigrant clients in other ancillary matters before civil courts; (state and federal) and administrative hearings, in matters such as legal name changes and public benefits advocacy;, • Conduct legal screenings, track client cases, progress of applications, and follow up for funding purposes;, • Contribute to the LGBTQ Law Unit’s community outreach and education efforts through presentations and work with the Unit Director to establish and maintain relationships with community partners;, • Participate in systemic advocacy work on issues that directly impact LGBTQ+ immigrants;, • Attend regular internal and external stakeholder meetings regarding recently arrived migrants;, • Create and maintain physical and electronic files, including managing correspondence with clients and documenting correspondence with immigration and other agencies;, • Manage data entry in internal and external data management systems and assist with generating reports; and, • J.D. degree and admission to a State bar required; New York State Bar preferred., • Five years of experience practicing immigration law, including affirmative and removal defense work, required;, • Fluency in a second language required, Spanish is preferred ;, • Demonstrated commitment to the LGBTQ+ community and knowledge of the complex and systemic issues faced by our clients;, • Demonstrated commitment to immigrant rights, criminal justice, and/or social justice issues;, • Ability to communicate effectively with clients, community organizations, attorneys, judiciary and the public;, • Ability to work in and value a collaborative team model;, • Ability to work independently and under pressure while managing multiple competing deadlines;, • Ability to make creative arguments for complicated cases and cases that do not have a clear path to relief;, • Ability to set expectations for clients who are not eligible for any relief while nonetheless providing competent representation before the Immigration Court;, • Excellent written, oral and analytical skills; and Employment type: ☒ Full-time Professional Level: ☒ Professional Salary Range: NYLAG is a unionized workplace, and salaries are set pursuant to a collective bargaining agreement. The current salary range for this position is between $97,132 - $103,515. Benefits: Medical, dental, vision, 401k, life insurance, long term disability, commuter benefits, flexible spending accounts (FSA) for Medical and Dependent care. Application Instructions: Please save resume and cover letter on one pdf. Covid Vaccination Policy: Please note, to safeguard the health and well-being of our employees and clients, NYLAG requires all employees to be fully vaccinated for COVID-19, unless a medical or religious exemption is approved. NYLAG is committed to a hybrid work policy for staff whose work does not require their full-time presence in the office. NYLAG’s current policy is that most staff are required to work in NYLAG’s offices or do other in-person work at least two days each week. This policy is subject to change. Powered by JazzHR 1kWWTqSp7o

Job Description INTRODUCTION BRAVO is the partnering of Velocity Architectural and Engineering Services and Bradford Construction Corporation (WBE). The cooperative brings together some of the industry's most distinguished leaders and technical experts, united by their decades of experience modernizing vital infrastructure and iconic facilities throughout the New York metropolitan area. BRAVO delivers value to its clients by offering the full-breadth of architectural, engineering, and construction management services through an efficient organization that is structured to promote attentive client service, responsive project delivery, and quality. Through our offices in New York City and Newark, NJ, BRAVO's family of companies serve public and private clients covering a wide-range of markets, including education, government, transportation, healthcare, industrial, power, and water. WHY BRAVO? At BRAVO, you will find a wealth of opportunities to create the career you've always imagined. We support, encourage, and empower our people by providing an environment where everyone has an opportunity to succeed. BRAVO brings amazing people together to make amazing things happen. We're a diverse collective of thinkers and doers, committed to remaining client-focused, agile, responsive, and accountable to our valued clients and the communities we serve. BRAVO offers excellent benefits including: • 401(k), • ACCIDENT INSURANCE, • COMMUTER BENEFITS, • COMPETITIVE SALARY, • EMPLOYEE ASSISTANCE PROGRAM, • LIFE INSURANCE, • MEDICAL, DENTAL AND VISION INSURANCE, • REIMBURSEMENT OF PROFESSIONAL MEMBERSHIPS AND LICENSES Job Type: Full time Onsite, Monday-Friday (8:30AM-5:15PM) Bradford Construction has an opportunity for an experienced Senior Construction Project Manager to support a Job Order Contract (JOC) with one of our public agency clients. This individual will be managing staff and contractors while overseeing multiple projects of varying complexity. Roles & Responsibilities: • Manage multiple projects concurrently, which includes coordinating and assisting with schedules and workload, maintaining the assignment log, conducting staff evaluations, and approving timesheets., • Oversee day-to-day operations, addressing and resolving project-specific managerial, administrative, and operational tasks., • Conduct on-site inspections and prepare detailed field reports., • Assist in the preparation, review, and management of change orders., • Analyze contractor schedules to ensure alignment with baseline schedules and assess time impact claims., • Lead and participate in meetings with client, project staff, and contractors to negotiate, mediate, and recommend resolutions for project disputes and settlements., • Review and provide recommendations on contractor claims related to costs and schedule impacts., • Ensure accurate estimating, evaluation, and negotiation of construction cost, leveraging extensive experience in cost control and construction project assessment., • At least 10 years of diverse, full-time technical experience in the construction field with significant exposure to managing all phases of construction., • Minimum of 6 years' experience in a managerial role., • Demonstrated ability to provide analysis of technical questions, conduct costs analyses, manage multiple projects, and deliver results on time and within budget., • Experience working with public agency clients is preferred.

Job Description Position Summary: TryTuring LLC is seeking driven, ambitious professionals to join us as Directors of Business Development. This is a turnkey business opportunity designed for producers who want to tap into one of the hottest business products to hit the market in a decade. This role is built around personal production, not team management at least not at first. For those who prove themselves, leadership opportunities and a fast track to VP-level advancement are available. We also promote from within, ensuring your success here can quickly turn into running your own division. Our Mission At TryTuring LLC, were rewriting the future for small and mid-sized businesses. Too often, owners are forced to leverage personal credit to keep their companies alive. We believe Main Street deserves access to the same financial solutions that have powered Wall Street for decades. What We Do We offer a powerful SaaS membership platform combined with hands-on consulting services. At the core is our proven 7-step process that helps businesses build corporate credit tied to their EIN without personal guarantees. The result? Businesses gain access to capital, equipment, and facilities they need to grow, while protecting the owners personal credit. But here is the game-changer: within our SaaS platform are 10+ additional earning opportunities. Each represents a way for you to multiply your revenue, increase long-term recurring income, and build a foundation for true legacy wealth. Who Were Looking For We want hard-hitting go-getters professionals with drive, hunger, and ambition. This isn't about tenure or 10+ years of padded experience. This is about energy, execution, and results. You'll excel if you bring: * Relentless drive for top earnings * Entrepreneurial spirit with discipline and grit * Persuasive communication skills (written and verbal) * Confidence leading in-person and virtual presentations * A consultative sales style that builds trust and closes business * Ability to engage professionals and C-level executives * Strong organizational skills and self-motivation * A professional presence with ambition that matches ours Why TryTuring LLC? | What We Offer * 1st-Year Potential Earnings: $125k$175k * Long-Term Potential Earnings: $350k+ * Weekly personal production income * Recurring revenue and legacy income opportunities * 10+ additional income streams within the SaaS membership platform * Full training and support provided literally turnkey * Substantial career advancement opportunities (Director VP Beyond) * Cross-promotion opportunities across TryTuring LLCs growing portfolio Main Duties & Responsibilities As a Director of Business Development, your focus is building your book of business and maximizing recurring revenue opportunities. You'll have everything you need training, support, and proven systems to hit the ground running. Responsibilities include: * Attracting new memberships through direct outreach and partnerships * Building relationships with chambers of commerce, associations, and strategic partners * Hosting in-person and virtual presentations * Delivering business credit seminars to groups of 550 business owners * Managing your own pipeline through the TryTuring Sales App * Meeting and exceeding sales targets monthly, quarterly, and annually This is not just a job its a complete business-in-a-box for professionals who are ready to produce, earn, and grow. With multiple streams of income, turnkey systems, and a market-leading solution, you can create the kind of legacy income most only dream about.

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. Responsibilities: • Lead the development of the cryptocurrency trading liquidity system at Moomoo Crypto Inc., including upstream trading system integration, liquidity resource management, and multi-upstream settlement mechanisms., • Collaborate with cross-functional teams such as Business Development, Operations, Compliance, and Headquarters Product to onboard reliable upstream trading partners and mitigate counterparty risks., • Build a multi-upstream order routing management system, establish liquidity management, reconciliation, and settlement processes for both fiat and cryptocurrencies, and continuously enhance client trading experience, reduce transaction costs, and ensure high system availability., • Work with Data Science, Business Operations, and Engineering teams to define and monitor key trading performance metrics, and drive system and process improvements., • Identify product enhancement opportunities based on user and business feedback, and promote iteration and innovation in liquidity and trading-related functionalities., • 3+ years of experience in trading system products, with a preference for backgrounds in cryptocurrency exchanges, high-frequency trading, or related fields., • In-depth knowledge of order book matching and RFQ business logic and risk control mechanisms, familiarity with liquidity pool management and market depth optimization strategies, and experience in designing high-concurrency trading systems., • Familiarity with settlement and clearing processes with various counterparties, and hands-on experience in system development or operations., • Experience collaborating with cryptocurrency exchanges, liquidity providers, wallets, and custodial service providers., • Proven experience in leading cross-departmental projects and driving the implementation of complex product integrations and operational processes., • Strong problem-solving skills with the ability to effectively address complex system integration and operational challenges., • Excellent communication skills in both Chinese and English, capable of working efficiently with technical and business teams., • Self-motivated, results-driven, innovative mindset, and able to thrive in a fast-paced and dynamic environment. Benefits What we offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

Job Description Electrical, Controls Engineer - Industrial Electro-Mechanical Machinery Industry Focus: Industrial Machinery I Electromechanical Equipment I Custom Automation Systems Robotics I Industrial Controls I Food and Beverage Manufacturing I Packaging Equipment I Water and Wastewater Treatment I Process Equipment I OEM Machine Building Overview: We are currently seeking to identify (2) Electrical Controls Engineers to join a well-established and growing industrial equipment manufacturer with over 50 years of engineering excellence. One opportunity is ideal for a junior to mid-level candidate with at least 2+ years of relevant experience, and the other is targeted for a senior-level engineer with more years of hands-on experience in electrical design, programming, controls, and industrial automation. This is your chance to join a team that builds large-scale electromechanical systems from concept through completion. From food production lines to custom process and water treatment equipment, you'll be working on machinery that makes a real-world impact. Responsibilities: · Design, develop, and program industrial electrical control systems to meet engineering and client requirements · Create electrical schematics, wiring diagrams, and panel layouts using AutoCAD Electrical or similar design software · Specify, select, and configure control system components such as PLCs, VFDs, relays, sensors, and breakers · Program PLCs and HMIs (Allen-Bradley, Siemens, or similar platforms preferred) · Layout and design control panels and motor control centers (MCCs) · Perform validation testing and troubleshoot electrical systems during build and final assembly · Collaborate closely with mechanical engineers, software engineers, and production teams to ensure full integration · Provide technical documentation including BOMs, manuals, wiring lists, and startup procedures · Travel as needed for commissioning and system validation (minimal and planned in advance) · Stay current with evolving industry technology, best practices, and safety standards Qualifications: We are hiring for two experience levels. Candidates must meet the criteria for one of the following profiles: Junior to Mid-Level Role: · Minimum 2 years of experience in electrical controls, panel design, or related engineering environment · Experience with AutoCAD Electrical or similar drafting tools · Working knowledge of industrial components and safety regulations · Basic PLC programming knowledge or exposure to automation software · Strong interest in hands-on engineering, testing, and troubleshooting · Bachelor's degree in Electrical Engineering or equivalent hands-on experience Senior-Level Role: · Experience in electrical controls and industrial automation · Proficiency in AutoCAD Electrical and strong PLC/HMI programming experience · Deep understanding of UL, NEC, NFPA 70E, and electrical safety standards · Demonstrated success leading projects or contributing to complex custom machinery builds · Ability to mentor junior team members and drive design improvements · Background in electromechanical system design and manufacturing support What Makes This Opportunity Unique: · Privately owned and financially strong company with over 50 years of proven success · All engineering and manufacturing is done in-house at our US-based facilities · Recession-resistant with projects in food processing, water treatment, packaging, and more · Work directly on high-impact custom systems from design to completion · Short lead times and an integrated design-build process · Access to a seasoned engineering team for mentorship and collaboration · Competitive salary structure with performance bonuses · Opportunities for growth into technical leadership or project management · Continued access to learning and development in electrical, automation, and mechanical engineering · Team-focused culture that values practical problem-solving, quality, and innovation Traits That Set You Up for Success Here: · Detail-oriented and self-driven with a strong sense of accountability · Hands-on mindset and curiosity to understand how systems work · Enjoy working on one-off and custom systems that challenge your engineering creativity · Collaborative and open communicator, ready to share and receive feedback · Willing to dive into troubleshooting and help bring machines across the finish line · Honest, reliable, and committed to continuous improvement Take the Next Step in Your Career: If you are passionate about industrial electrical systems and automation, whether you are building your skills or bringing a wealth of experience, we want to hear from you. These roles offer the chance to work on meaningful projects with a stable, growing company where your contributions matter every day. Apply now to explore how you can be a part of building the next generation of industrial automation and electromechanical systems. Equal Opportunity Commitment: We and our client are equal opportunity employers and welcome all qualified applicants regardless of race, religion, gender, age, disability, veteran status, or any other protected classification.

Job DescriptionPlease note: This role is Hybrid, with 3-4 days in office per weekThe Opportunity We're looking for a Senior Full Stack Engineer who will be one of the first technical hires at Monstro. This is a pivotal opportunity to lay the technical foundation of our platform, shape the overall core architecture, and become a founding member of our engineering team. You'll work closely with our design, product, and executive teams to translate vision into scalable solutions, define technical requirements, and make critical decisions on Monstro's technical stack, infrastructure, and security. Your responsibilities will include leveraging our design prototypes and collaborating with subject matter experts to build and optimize both Monstro's consumer web app and our institution platform. While this is a full stack role, we are particularly interested in engineers who are comfortable across the stack and able to support front-end development as needed. You'll also play a key role in integrating AI-driven functionality, working with Product Owners to align technical requirements with product and business goals. The ideal candidate thrives in ambiguity, enjoys tackling complex challenges, and is passionate about building innovative technology that disrupts traditional financial systems. This role offers significant ownership, the ability to directly influence the product roadmap, and the chance to grow into a technical leadership position as Monstro scales. About Monstro Monstro, headquartered in New York, is an innovative AI-enhanced fintech company redefining personal finance management through a global financial platform. Our platform offers individuals a comprehensive view of their entire financial, legal, and tax life, delivering actionable insights, tailored recommendations, and the ability to take direct action. For financial institutions, Monstro unlocks unparalleled access to personalized customer data and insights. Leveraging Monstro's data-driven approach allows institutions to maximize revenue, boost customer retention, and attract new clients while lowering acquisition costs. By efficiently servicing clients across all wealth tiers and providing direct, actionable solutions, Monstro is transforming the financial services landscape. We are democratizing access to high-quality financial advice, enabling institutions to optimize operations, empower their clients, and achieve measurable growth in an evolving digital economy. Responsibilities • Technical Strategy and Requirements:, • Collaborate with Product Owners and subject matter experts to translate product and business requirements into detailed technical specifications and priorities., • Provide strategic advice on key technical decisions, ensuring alignment with Monstro's long-term vision and scalability needs., • System Architecture and Security:, • Architect and implement scalable, secure, and efficient software solutions, ensuring a strong foundation for future growth., • Establish robust security practices and ensure compliance with industry standards for fintech platforms., • Prototyping to Production:, • Transition design prototypes into functional, production-ready solutions, focusing on quality, performance, and scalability., • Play an active role in both back-end and front-end development, helping ensure the user-facing experience is seamless and high performing., • Take hands-on ownership of coding and building the initial platform to ensure involvement in all technical aspects., • AI Integration:, • Collaborate with Product Owners and data teams to incorporate AI-driven functionalities, ensuring seamless integration into the platform., • Define and implement the technical infrastructure required to support AI/ML models and data pipelines., • Collaboration and Iteration:, • Partner with design, product, and executive teams to align technical execution with product vision and business objectives., • Iterate on platform development based on user feedback and evolving business needs., • Documentation and Standards:, • Establish and maintain technical documentation, coding standards, and best practices to ensure consistent and high-quality engineering output., • Future Team Growth:, • Contribute to the recruitment, onboarding, and mentoring of additional engineers as Monstro scales, helping build a collaborative, high-performing technical team.Qualifications, • Experience:, • 8+ years of software engineering experience, ideally in early-stage startups or fast-paced environments where wearing multiple hats is essential., • Proven track record of evaluating and modernizing legacy systems, including determining what can be leveraged versus what needs to be built from scratch., • Expertise in architecting and delivering scalable, secure applications from concept to deployment, particularly in consumer-facing platforms., • Experience with global systems architecture or platforms requiring multi-region scalability and compliance is a strong plus., • Background in AI/ML development and data-driven intelligence systems is a strong advantage., • Technical Skills:, • Proficiency in one or more programming languages (Python, JavaScript, etc.) with full stack development experience., • Strong capability in front-end development and UI execution for web-based applications, or readiness to work across front-end as needed., • Deep knowledge of cloud platforms (e.g., AWS, GCP, Azure), including experience with global deployments, scaling, and DevOps practices., • Strong expertise in database systems (SQL, NoSQL) and API integrations, with a focus on performance optimization and reliability., • Experience working with data pipelines, AI/ML libraries (e.g., TensorFlow, PyTorch), and advanced analytics tools is highly desirable., • Familiarity with security best practices, especially in fintech or other highly regulated industries., • Soft Skills:, • Ability to thrive in a dynamic, fast-paced environment with minimal guidance., • Exceptional problem-solving skills with a proactive, hands-on approach., • Excellent communication skills to effectively collaborate with cross-functional teams., • Passion for Monstro's mission to democratize financial access and disrupt the fintech landscape.Why Monstro?, • Ownership and Impact: As one of the first engineers, you'll have unparalleled ownership of Monstro's technical direction and the opportunity to shape the platform from day one., • Collaborate with Experts: Work closely with an accomplished executive team that has a proven history of scaling successful startups to significant exits., • Scalability and Growth: Be part of a high-growth startup, with the chance to grow into a leadership position as the company scales., • Mission-Driven: Join a company focused on democratizing access to financial management and education for individuals and institutions globally.

Job Description About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale! The Role: The Marketing Campaign Manager role will be responsible for executing multi-channel marketing campaigns for Savvy's financial advisors, as a critical part of Savvy’s internal marketing agency. This role involves planning and managing yearly marketing strategies, developing and implementing customized marketing campaigns for up to twenty advisors, and measuring the success of these campaigns. The ideal candidate is detail-oriented, proactive, and possesses a strong understanding of various marketing channels. Responsibilities: * Transform advisor wishes into meaningful, multi-channel marketing campaigns aimed at winning new clients. * Plan and manage the marketing budget allocated to each advisor, ensuring effective and efficient use of resources. * Develop and implement customized marketing strategies for individual advisors, including but not limited to digital marketing, social media, email campaigns, and events. * Monitor and manage campaign timelines to ensure timely execution and delivery of marketing initiatives. * Measure and analyze the results of marketing campaigns, providing insights and recommendations for continuous improvement. * Collaborate with advisors to understand their needs and preferences, ensuring that marketing efforts are aligned with their goals. * Maintain detailed records of campaign performance and budget utilization. * Work closely with your internal marketing colleagues and the operations team to align on overall strategy and objectives. Must Have: * Bachelor’s degree in Marketing, Business, Communications, or a related field. * 5+ years of experience in a marketing role. * Strong understanding of various marketing channels, including digital, social media, email, and events. * Proficiency in using marketing tools and platforms like HubSpot, project management tools, and social media management tools. * Excellent organizational skills and attention to detail. * Strong analytical skills with the ability to measure and report on campaign performance. * Exceptional communication and interpersonal skills. * Ability to manage multiple projects simultaneously and meet deadlines. Nice to Have: * Knowledge of the wealth management industry and financial advisory services. * Familiarity with CRM systems and project management tools. Qualities: * Empathy: Ability to understand and relate to the needs and goals of financial advisors, ensuring their marketing campaigns reflect their wishes. * Resilience: Demonstrates persistence and a positive attitude when facing challenges or setbacks, maintaining focus on delivering successful campaigns. * Proactivity: Takes initiative to develop and implement marketing strategies without needing constant supervision, always looking for ways to enhance campaign effectiveness. * Adaptability: Comfortable navigating and adjusting to changing circumstances, priorities, and technologies in a fast-paced environment. * Attention to Detail: Meticulous in planning and managing budgets, campaign timelines, and performance metrics to ensure accuracy and success. * Effective Communication: Strong verbal and written communication skills, capable of clearly conveying information and collaborating with advisors and team members. * Customer-Centric Mindset: Prioritizes the needs and goals of advisors, working diligently to provide high-quality, customized marketing solutions. * Collaborative Spirit: Works well within a team, sharing insights and collaborating with marketing, sales, and operations to ensure the best outcomes for advisors. * Results-Oriented: Focused on achieving measurable outcomes and meeting performance targets, driven by a desire to contribute to the company’s growth. Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions. Benefits: * Competitive salary and equity package * Unlimited PTO + paid company holidays * Access to best-in-class medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * We are in office 3 days a week, Tuesday-Thursday, in our NYC office in the heart of Manhattan * Lunch and snacks provided in the office * Access to virtual mental health care (Spring Health), vision-related benefits (XP Health), and health concierge (Rightway) to help you find the right care * Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP) Compensation Range: $100K - $120K

Job DescriptionCompany Description About Sia Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. Job Description Consulting Skills • Client delivery as part of an on-site or remote project team, able to define the framework and structure of deliverables, carrying out the production of complex deliverables, • Manage the work, activities, and timelines of work for both their selves and their team, identifies priorities and workflows for interested parties, • Utilizing a higher-level understanding of methodological concepts, coaches teammates in preparing client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and Visio, designing key deliverables for projects and supporting other consultants in the production of their deliverables, • Present complex ideas, critical points and decisions required to team members and client contacts, including middle and top management, • Perform simple and complex research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative data, • Manages internal team by promoting teamwork, motivate and help consultants to improve, • Demonstrate credibility and legitimacy with client, capable of challenging client approaches and provide new directions, allowing the customer to evolve and deepens relationship, • Defines the project framework and organization, managing one or different projects at a time, guarantees the follow-up of these assignments, • Provide status reporting of progress, dependencies, issues, risks, and overall program health, • Responsible for the work streams of a complex project and takes the lead on simple projects, • Support practice, thought leadership, and people development activities firmwide, • Maintains a deep understanding of business concepts, issues and challenges and key knowledge to master a business expertise, • Cultivate knowledge related to a specific business challenge, issue, or deepen understanding within a sector and function domain, • Contribute to the development of new solutions in own areas of expertise, • Takes a leading role within internal firm knowledge-share activities and organizations, ensuring complete knowledge and competency transfer to other consultants, • Help contribute and support Sia’s growing U.S. Wealth & Asset Management practice, • Write business proposals and presentations autonomously, • Detect, trace, and qualify business opportunities, • Supervise a project team internally and on client assignment, • Embody the firm’s values of excellence, entrepreneurship, innovation, teamwork, care and support, and employee wellbeing into their management style Qualifications, • Bachelor’s degree required preferably in a Business or related field, • 3+ years of recent client-facing management consulting experience, • FS background preferred, • Moderate knowledge and skill in wealth & assets management, • Knowledge of the full Wealth and/or Asset Management value chain (Front Office, Middle Office, Back Office), • Experience in complex transformations or technology implementations in Wealth and/or Asset Management, including business analysis, sourcing model, data model, organizational model, and technical architecture, • Experience in designing future state operating models in Wealth and/or Asset Management due to various change catalysts (e.g., core platform change, new product, merger/acquisition, start up, cost reduction, outsourcing, globalization), • Specific subject matter expertise regarding transformation and a strong business understanding of Wealth and/or Asset Management products and services, • Trained to moderate knowledge and skill in project management, • Experience supporting client interview sessions - taking accurate notes, providing meeting minutes, scheduling client meetings, etc., • Experience supporting the construction of executive presentations, • Proven communication, interpersonal, and organizational skills, • Act as a supportive team player who actively develops relationships and is eager to share knowledge with colleagues and our clients, • Flexibility in approach and a willingness to adapt quickly and take initiative when working in unstructured environments with limited supervision, • An ability to transform your domain knowledge and project experiences into published content for Sia Partners Insights Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation * Annual base salary starting at 122K, commensurate with experience and qualifications * Annual performance based discretionary bonus Robust Health Coverage * 3 Medical plans * Dental and Vision * Life, AD&D and other voluntary insurance Tax-Advantaged Accounts * 401K retirement plan * 4% matching and 100% vested upon enrollment * Health Savings Account (HSA) * Flexible Spending Account (FSA) * Health, Dependent Care, Commuter Family Friendly Benefits * 100% paid parental leave for all new parents with eligible tenure * Building Healthy Families program if enrolled through Medical plan Time Off to Recharge * Generous Paid Time Off (PTO) policy * 9 company holidays plus 1 floating holiday Extras that Make Life Easier * College savings and student loan repayment assistance * Monthly cell phone stipend * Access to wellness programs at no cost if enrolled through Medical plan, including: * Gym membership reimbursement * LiveHealth Online virtual care * Personalized support from a Well-being Coach * Employee Assistance Program at no cost * Free confidential counseling and emotional support services * On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to pursue employment with applicants who will require now or in the future a visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.