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Global Wealth Management, Growth Markets. Global Wealth Management (GWM)'s mission is to create industry leading experiences for financial intermediates and their individual investor clients while providing a strong contribution to PIMCO's overall business results. You'll excel as a Global Wealth Ma

Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As the primary investment area within Goldman Sachs, we provide investment and advisory services for p

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In addition, the Insurance Asset Management team collaborates with clients on topics, including asset allocation, risk budgeting and asset / liability management. Globally focused, our Insurance Asset Management team manages general account insurance assets for clients across Europe, North America,

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Detailed knowledge of operational risk management frameworks, including loss data processes, issue and remediation processes, ris

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyze financial data, prepare and file tax

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management.

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management.

This internship role is located in New York, NY. Specialized knowledge from education and/or related internship experiences.

Job Description Primary Job Title: AML Operations Officer Location: New York City Shift/Work Schedule: Monday to Friday, 8:00 AM – 5:00 PM (may be flexible) Employment Type: Contract (6 Months) Scope of Project AML Operations Officer will support the global name screening operations team to process over 1 million alerts. Responsibilities include reviewing alerts related to sanctions, PEPs, adverse media, MSPs, and other watch list sources. Job Description The AML Financial Crime Risk Investigation Support Officer II processes alerts and/or fraud cases to identify regulatory or policy violations contributing to AML, fraud, or Sanctions/ABAC financial crimes. The role ensures all necessary due diligence to support accuracy in activities and transactions. Primary Responsibilities * Review watchlist alerts to identify potential matches and clear false positives. * Analyze key demographics (name, date of birth, address) to disprove or escalate alerts per the decision matrix. * Document rationale for alert disposition; escalate matches to Analyst 1.2. Depth & Scope * Prioritize and manage workload to meet SLA targets. * Apply operating policies and procedures. * Ensure accuracy and compliance with internal and regulatory standards. * Escalate high-risk or non-standard activities. * Complete adjudications and investigations; report risk or process gaps. * Recommend improvements to productivity and efficiency. Customer Accountabilities * Review banking transactions to ensure regulatory compliance. * Forward unusual transactions for further investigation. * Conduct research activities and resolve discrepancies. * Support service delivery and process improvement initiatives. * Maintain confidentiality and adhere to Code of Conduct. Shareholder Accountabilities * Maintain confidentiality and escalate issues appropriately. * Identify and manage risks in line with policy and regulation. * Produce functional or enterprise-level documentation. * Maintain project records and provide management updates. * Execute standard practices and comply with guidelines. Employee/Team Accountabilities * Participate fully as a team member and promote a positive work environment. * Enhance and share knowledge/expertise across the team. * Support an inclusive and equitable workplace. * Serve as a brand champion internally and externally. Note: Responsibilities described are intended as a general overview and not an exhaustive list. Qualifications * Education: Undergraduate degree preferred (e.g., Criminal Justice or relevant field). * Experience: 1–2 years of prior AML experience required. Must-Have Skills * AML experience (1+ years). * Proven ability to manage high-volume alert queues. Soft Skills * Strong attention to detail. * Effective and quick decision-making skills. Nice-to-Have * Retail or teller banking experience. Disqualifiers * Short job tenures on résumés. Alternate Work Locations (AML Hub Sites) Also open to candidates near or in: * New York, NY * Charlotte, NC * Greenville, SC * Jacksonville, FL * Lewiston, ME * Wilmington, DE * Vienna, VA Benefits * Medical, Vision, and Dental Insurance Plans * 401k Retirement Fund About the Company A top 10 Canadian and North American bank offering comprehensive financial services, including retail, commercial, wealth management, and wholesale banking. The company is committed to helping clients thrive in a dynamic financial landscape. About GTT GTT is a minority-owned staffing firm and a subsidiary of Chenega Corporation, a Native American-owned company in Alaska. As a Native American-owned, economically disadvantaged corporation, we highly value diverse and inclusive workplaces. Our clients include Fortune 500 companies across banking, insurance, financial services, technology, life sciences, biotech, utilities, and retail industries in the U.S. and Canada. We look forward to helping you land your next great career opportunity! 25-24017: #gttic #gttjobs Company DescriptionGlobal Technical Talent is a subsidiary of Chenega Corporation () with over 1.3 billion US$ in revenue and 5800 US employees. We provide Total Talent Solutions, Global staffing, SOW, RPO, Direct Sourcing, and Global Payroll with physical offices in US, Canada, and India. GTT Digital headquartered in Toronto specializes in providing high-tech digital and banking talent to some of the nation’s largest financial institutions. As a leader in the staffing industry for over 22 years, we have become one of the largest staffing firms in the New England region, working with Fortune 500 clients and cutting-edge, technology-driven recruiting infrastructure. We are a Native American-owned, economically disadvantaged corporation that highly values diverse and inclusive workplaces. Our clients and partners are among the most successful and innovative organizations in the world. Our top clients are Fortune 500 banking, insurance, and financial services firms, some of the nation’s largest life sciences, biotech, utility, and retail companies, and prestigious educational institutions in the Ivy League tier. There is always a new opportunity for success when you look through all of the open job opportunities on our website’s career page. Just click on this link: Awards SIA’s Fastest Growing Staffing Firm: 2023 and 2015 SIA’s Best Staffing Firm to Work for: 2019 -2023 Inc 5000 Fastest Growing Private Company: 2023, 2022, 2016, 2015 Randstad Preferred Supplier: 2020 - 2023 TechServe Alliance Excellence Award. 2019 NH Business Magazines Fast 5 fastest growing companies Ernst & Young Entrepreneur of the Year Finalist: 2015Global Technical Talent is a subsidiary of Chenega Corporation () with over 1.3 billion US$ in revenue and 5800 US employees. We provide Total Talent Solutions, Global staffing, SOW, RPO, Direct Sourcing, and Global Payroll with physical offices in US, Canada, and India. GTT Digital headquartered in Toronto specializes in providing high-tech digital and banking talent to some of the nation’s largest financial institutions. As a leader in the staffing industry for over 22 years, we have become one of the largest staffing firms in the New England region, working with Fortune 500 clients and cutting-edge, technology-driven recruiting infrastructure.\r\n\r\nWe are a Native American-owned, economically disadvantaged corporation that highly values diverse and inclusive workplaces. Our clients and partners are among the most successful and innovative organizations in the world. Our top clients are Fortune 500 banking, insurance, and financial services firms, some of the nation’s largest life sciences, biotech, utility, and retail companies, and prestigious educational institutions in the Ivy League tier.\r\n \r\nThere is always a new opportunity for success when you look through all of the open job opportunities on our website’s career page. Just click on this link: \r\n \r\nAwards\r\n\r\nSIA’s Fastest Growing Staffing Firm: 2023 and 2015\r\nSIA’s Best Staffing Firm to Work for: 2019 -2023\r\nInc 5000 Fastest Growing Private Company: 2023, 2022, 2016, 2015\r\nRandstad Preferred Supplier: 2020 - 2023\r\nTechServe Alliance Excellence Award. 2019\r\nNH Business Magazines Fast 5 fastest growing companies\r\nErnst & Young Entrepreneur of the Year Finalist: 2015

We are seeking an Executive Assistant that will directly support members of the Investment Solutions executive leadership team. Morgan Stanley's Wealth Management Investment Solutions organization is seeking an Executive Assistant to support several Managing Directors with a variety of administrativ

The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consis

Contact information for the job.

Lending provides competitive borrowing solutions that are strategically integrated into our client's broader wealth management goals. Our team provides lending solutions across all three client segments including Citi private bank, wealth at work, Citi private client and Citigold as part of their wi

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.

Our New Analyst Program is a full-time program for final year undergraduate and graduate students. As a new analyst, you will learn about our businesses, develop important relationships, and build career-enhancing skills.

The Private Wealth Partnerships (PWP) team manages relationships with Ares Wealth Management Solutions' largest partner firms, including private banks, wirehouses, independent broker dealers, and fintech platforms. Knowledge of wealth management distribution channels and alternative investments. Pri

As a senior in our Wealth & Asset Management practice, you will be responsible for tax compliance and advisory work for clients. Solid technical knowledge in the asset management tax area. Demonstrated skills in the asset management tax area.

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. Provide a holistic view o

The Internal Audit Division (IAD) drives attention and resources to vulnerabilities by providing an independent and well-informed view and impactful messages about the most important risks facing our Firm. This is accomplished by performing a range of assurance activities to independently assess the

Morgan Wealth Management, you will create a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience. Market Director Of Wealth Management. As a Market

Attend trade shows, conferences or other industry-related events to help strengthen existing Broadridge and client relationships, develop new relationships, remain current on industry issues, increase awareness of competitive offerings, and promote Broadridge products and services. At Broadridge, we

Analyst Position at Goldman Sachs Asset Management. Goldman Sachs Asset Management (GSAM) is one of the world's leading investment managers. Are you a quick-thinking self-starter with a passion for the financial markets and investing? Do you have a desire to be part of a team that focuses on quantit

Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Bette

Our Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelor's or graduate degree.You will be fully immersed in our day-to-day activities.Attend orientation where you'll learn about our culture, as well as the benefits and responsibilities of being a member of

Financial Consultants (FC) and their practice clients. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. Financial Services Industry Experience.

Advantage xPO - JobID: 1945545 [Office Assistant / Receptionist] As an Administrative Assistant at Advantage xPO, you'll: Assist with scheduling and coordinating meetings; Manage office supplies and inventory; Handle incoming calls and emails; Prepare and organize documents and reports; Support team

Job Description CBIZ Talent & Compensation Solutions is assisting a valued Wealth Management client in NYC in their search for a Client Services Associate. Client Services Associate Role The Client Services Associate enhances the client experience by supporting Financial Advisors and Wealth Management. Responsibilities include servicing clients, anticipating needs, resolving issues, and performing administrative and operational duties to support the team. Responsibilities • Educate clients on account services and capabilities, • Collect documentation to set up new accounts (domestic and international), • Process account service requests and ensure proper documentation, • Gather financial profile data for wealth strategy discussions, • Use software like eMoney to produce solution options, • Input orders and complete associated paperwork (if registered), • Discern appropriate trade activity to complement portfolio strategy and raise funds for cashiering (if registered), • Review daily branch reports and alerts, • Assist in preparing marketing and review reports, • Maintain contact management systems with up-to-date client information, • Provide the team with an up-to-date calendar, • 2-5 years of client service experience, • Series 7 and 66 licenses preferred or willingness to acquire on the job, • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Outlook), • Knowledge of financial services products (equities, bonds, options, managed accounts, alternatives), • Excellent written and verbal communication skills, • Highly organized with attention to detail, • Excellent interpersonal skills (polished, amiable, courteous, professional, patient), • Ability to work in a fast-paced environment, • Exceptional multi-tasking and time-management skills Only qualified candidates will be considered. Compensation: $90K-$100K. Performance based year end bonus CBIZ Talent & Compensation Solutions is an Equal Opportunity Employer. CBIZ Talent & Compensation Solutions does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.

Job Description Pay: $76,500.00 - $162,500.00 per year Job description: Note: This hybrid position requires employees to be on-site 3 days a week at our clients New Jersey, New York City, or Boca Raton, FL office. Note: The qualified candidate for this position must have at least 5 years of trust and estate administration experience, including probate, tax filings, and fiduciary accounting. About Our Client Our client is a highly regarded law firm with offices along the East Coast, known for their sophisticated work in trusts, estates, and wealth management. They are committed to providing exceptional client service while supporting their attorneys and staff with a collaborative and professional work environment. Job Description • Handle all phases of estate and trust administration from start to finish, • Manage probate filings (experience in New Jersey, New York, and Florida a plus), • Communicate directly with clients, financial planners, accountants, and other professionals, • Prepare federal and state estate tax returns and fiduciary accountings, • Oversee distribution of estate assets, trust funding, and deed preparation, • Utilize estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word, • Maintain organized records, prioritize multiple deadlines, and work closely with attorneys, • 5+ years of trust and estate administration experience in a law firm or professional services setting, • Strong knowledge of probate, tax filings, and fiduciary accountings, • Proficiency with estate tax software (ONESOURCE/Fast Tax) and HotDocs preferred, • Excellent organizational, communication, and mathematical skills, • College degree and/or paralegal certificate preferred (JD/paralegal hybrid candidates will be considered), • Join a respected firm with a strong trusts and estates practice, • Work directly with attorneys and clients on complex estate matters, • Collaborative environment with opportunities to expand expertise Job Type: Full-time Benefits: • Dental insurance, • Health insurance, • Paid time off, • Retirement plan, • Vision insurance

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: Working directly with the company's VP, Program Management and Operations and company leadership, the Senior Program Manager, will help drive the execution of one of Click's core digital therapeutics (DTx) programs. You will be responsible for providing leadership and management to a cross-functional team tasked with delivering a best-in-class DTx to market and ensuring its success on the market. You will oversee efficient advancement of a core asset through Click's proprietary pipeline progression system and provide program management capabilities to ensure success of the program on time and on budget. The Senior Program Manager will represent the program before leadership, including various steering committees and Click's Executive Committee. For our partnered programs, you will work closely with Click colleagues in Alliance Management and externally with our co-development and commercial partner(s) to ensure execution of the program to meet or exceed partnership expectations. You will also foster a collegial, positive working relationship based on trust and mutual respect between the Click team and our partnership counterparts. This is a high impact, high visibility role with significant responsibility for the success of one of Click's DTx. If you have an entrepreneurial spirit, are success-orientated, and you can work independently, you may be the right candidate to join our team. 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: • Proactively manage cross-functional activities and project plans to progress pipeline products and/or strategic programs toward inflection points that align with the company's scientific, business, and commercial objectives., • Lead and organize meetings consisting of the program's core and full team, manage program governance activities, and represent the program during portfolio steering committee and executive committee meetings: strong emphasis on developing and maintaining internal and external stakeholder relationships., • Facilitate frequent communication between executive leadership, the portfolio steering committee and the broader cross-functional program team to ensure collaboration, transparency and alignment across all levels on program goals, objectives, priorities and strategy., • For partnered programs, work closely with external counterparts to coordinate roles and responsibilities, manage collaborative activities, facilitate deliverable handoffs and review cycles, and build a collaborative partnership culture., • Become an internal expert in the PDT market, Click's corporate strategy, and the product portfolio and pipeline processes to enable effective decision making, communication, and program activity alignment., • Conduct program strategic planning by helping set program objectives, prioritize program initiatives, and track progress against them in collaboration with the cross-functional program team., • Work closely with cross-functional internal colleagues to manage execution of responsibilities, timelines, budget tracking, risk mitigation, and ensure program objectives are achieved., • Identify and problem solve program issues, including those related to timing, resources, and gating items, to prevent delays in program milestones. When required, step in to fill open gaps to keep programs moving forward effectively., • Gather stakeholder feedback and participate in cross-program learning meetings to support operational excellence initiatives; communicate and implement operational changes and best practices across the program., • 8-12+ years experience in Program Management, Business Development, or Management Consulting with a focus on the life sciences industry., • A graduate of a 4-year degree with a top-tier university with strong academic track record., • Strong organizational and time management skills, and excellent attention to detail., • Ability to prioritize and drive projects, meeting all deadlines with minimal supervision., • Highly adaptable to a dynamic atmosphere of changing requirements and scope., • Comfortable managing multiple program activities simultaneously., • Experience with agile development methodologies preferred., • Excellent project management skills, including the ability to create and manage project plans, budgets, and timelines., • Able to develop rapport with internal and external stakeholders., • Superb writing and communication skills., • Analytical mindset and strong critical thinking and problem solving skills., • Ability to anticipate potential needs and challenges before they occur. The base salary range for this position is between: $135,000 - $185,000. 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 DescriptionDescriptionDominate the New York Private Aviation Market with Silver Air Are you a top-tier sales professional in New York, ready to seize the next big opportunity in private aviation? Silver Air Private Jets is expanding aggressively, and we’re on the hunt for sales powerhouses who can thrive in this high-stakes environment. If you’re driven by the challenge of building lasting relationships with high-net-worth clients, closing deals on industry-leading products, and being part of a company that rewards innovation and excellence, then we want you on our team.New York is a battlefield, and at Silver Air, we equip our Private Jet Advisors with the tools to dominate. We don’t just sell flights; we offer an elite, unparalleled luxury experience that commands attention from the city’s most influential and affluent clients. Here’s why Silver Air should be your next move: • Exclusive Flight Club: Our Flight Club is an invitation-only membership designed for the city’s power players. As a PJA, you’ll be in the driver’s seat, selling this exclusive membership that offers seamless, hassle-free access to private jet services. This is your chance to be the go-to advisor for New York’s elite., • Unrivaled Aircraft Management: Our aircraft management services are unmatched in the market. With a reputation for transparency, efficiency, and a customer-first approach, you’ll have the competitive edge needed to close deals in a city where clients demand nothing but the best. With top certifications from leading auditing firms, Silver Air is the name that stands for safety, trust, and premium service in private aviation., • Sell Exclusivity: Represent our Flight Club membership, an elite product that simplifies travel and elevates the private jet experience for New York’s most powerful clients. You’ll be the face of a brand that delivers unparalleled luxury and service., • Command the Market: With our aircraft management solutions, you’ll offer jet owners a program that sets the standard for transparency, security, and efficiency. In a market as competitive as New York, this is your ticket to success., • Maximize Your Earnings: We offer a commission structure that’s as aggressive as you are. In New York’s high-octane market, your success will be rewarded with industry-leading compensation. This is where your hard work pays off, big time., • Leverage Elite Networks: Gain exclusive access to strategic partnerships with luxury brands and high-end clubs, giving you direct connections to the city’s wealthiest and most influential individuals. Your network will be your most powerful tool in expanding your reach and closing major deals. As a Private Jet Advisor, you're not just a salesperson; you're a top-tier part 135 dealmaker with the connections, drive, and expertise to dominate the private aviation market. You have a proven track record of skyrocketing revenue growth and optimizing sales operations. To be successful, you need: • Unmatched Relationship Skills: You have a sharp instinct for building and sustaining high-value relationships with High Net Worth Individuals, particularly in sectors like luxury automotive, wealth management, and high-end real estate. You understand their needs and how to deliver unmatched value., • Expert Industry Knowledge: With 10+ years of hands-on Part 135 sales and sales operations experience, you've mastered the art of closing big deals and managing a lucrative book of business worth $5-20 million. You’re not just experienced; you’re a heavy hitter who knows how to bring in serious revenue.WHAT YOU’LL LEAD: Your mission is clear: dominate the market by leading aggressive, results-driven initiatives: • Strategic Domination: Develop and execute a bold charter marketing strategy that doesn’t just follow industry trends but sets them. You’re here to lead, not follow., • Executive Partnership: Collaborate directly with executives to shape and propel our charter services to the forefront of the industry. Your insights will be pivotal in steering the company toward unparalleled success., • High-Stakes Sales: Push the envelope in selling charter block-time products, using your deep industry knowledge and elite network to outpace the competition and crush your targets., • Sales Mastery: Proven track record in high-stakes sales, particularly in the luxury or private aviation industry, with a focus on managing and closing large deals in competitive markets like New York., • Relationship Building: Exceptional ability to build and maintain strong relationships with High Net Worth Individuals, understanding their unique needs and delivering tailored solutions that exceed expectations., • Industry Knowledge: In-depth knowledge of Part 135 operations, private jet services, and luxury lifestyle offerings. Experience working with clients in related sectors such as luxury automotive, wealth management, and high-end real estate is highly desirable., • Strategic Marketing: Expertise in developing and executing aggressive marketing strategies that align with industry trends and drive significant revenue growth., • Networking Excellence: Ability to leverage and expand elite networks, building connections that lead to high-value sales opportunities., • Negotiation & Closing Skills: Strong negotiation skills with the ability to close deals effectively, ensuring client satisfaction while maximizing revenue., • Analytical Thinking: Ability to analyze market trends, client needs, and sales data to inform strategic decisions and optimize sales performance., • Unlimited PTO for full-time Team Members, • Fully paid health insurance coverage for you and your family (full-time Team Members), • Generous personal development and employee assistance programs, • Top-of-the-line equipment (Apple, Microsoft, Dell, Lenovo, etc.), • Flexible leadership team, • You have the flexibility to make your own hours while earning commissions., • Pet insurance, • 401k/Roth with a 5% match on day one of hire., • HSA, FSA, and dependent care savings accounts

Job 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, Primarily Day Shift Bradford Construction has multiple Project Officer II vacancies for experienced Project Managers or Superintendents with one of our clients, a NYC Public Agency. Roles & Responsibilities: • Administer and coordinate design and construction activities for complex and/or high-visibility projects., • Manage project planning, problem-solving, and execution to ensure smooth project delivery., • Uphold quality, compliance, and performance standards across all consultants, vendors, and contractors., • Review design and construction documents to identify and resolve errors early in the process., • Collaborate with architects and engineers on change orders, technical issues, and document interpretations to ensure code-compliant, structurally sound, and visually cohesive facilities., • Maintain continuous communication with contractors, construction managers, school personnel, and senior project staff., • Make key decisions on project phasing and scheduling; prepare and monitor timelines to ensure adherence across all stakeholders., • Contribute to the development and enforcement of project policies in line with Authority-wide procedures., • Mentor and support junior project officers, offering guidance on project execution and problem-solving., • Resolve field issues raised by architects and construction managers, including making on-site decisions and negotiating change orders., • Review contractor claims and disputes; compile necessary documentation and advise senior management on appropriate resolutions., • Construction management experience with public agencies in NYC is strongly preferred., • At least five years of relevant experience, with significant exposure to managing all phases of construction work.

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 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.

Job Description Summary: As a Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reaching all goals set for the branch. Job Responsibilities: • Processes all banking transactions including but not limited to; deposits, withdrawals, transfers, cashing checks, money orders, selling money orders, gift and Bank checks, processing loan payments and safe deposit box rentals. All banking transactions are to be processed through Columbia Bank’s on-line terminals;, • Opens new deposit and checking accounts of all kind and explains these products to customers as required. Handles deceased accounts. Assists with maintenance of files and any documentation of daily platform work required. Assists customers with safe deposit boxes, answers inquiries or provides explanations of all products and services including renegotiation of CDs;, • Discusses personal financial needs with customers and makes recommendations on how the Bank can meet those needs. Cross sells Bank’s products and services. Interacts with other Bank departments as required. Services customers, in person or via the telephone, to answer inquiries, research and resolve customer problems and/or complaints and ensure customer satisfaction. Explains the features and benefits of on-line banking and how it works;, • Prepares daily proof sheet at close of business each day. Helps with end of day closing procedures for the branch which includes, but is not limited to; preparation of branch consolidation sheet and document imaging of required branch work;, • Maintains accurate customer and account records. Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files;, • Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate;, • High school diploma required or a Bachelor’s degree in Accounting, Business, or Finance is preferred;, • 1-2 years of retail or customer service experience required;, • Interpersonal, time management, organizational and PC skills a must;, • Excellent verbal and written communication skills required;, • Ability to work weekends as needed or scheduled;, • Ability to lift up to 20 lbs.;, • Candidates must attend mandatory training, continued employment is contingent upon passing training classes. Desired Skills: • Independent and highly motivated self-starter;, • Results oriented with proven track record to motivate self and others to accomplish objectives;, • Dedicated, enthusiastic, and driven; possesses a strong work ethic;, • A collaborator and team player, translating knowledge and experience into strong and productive relationships; We provide you the training to help you excel in your position. In order to maximize on your experience we have a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training for 10 business days. Training schedules are based on availability. Columbia Bank offers the following benefits: • Medical, Dental, Vision and Rx which are contributory., • Bonus programs., • Employee Stock Option Program (ESOP)., • Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D)., • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Bank Holidays., • Employees may participate in the 401k program. Schedule: Monday to Friday: 8:30am until closing, working 40 hours, must be able to work alternating Saturdays: 8:30am until closing based on business needs. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Job DescriptionFirm 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: The Manager of IT Services (Senior Associate) will work as part of the Winged Keel Group Information Technology Team supporting the maintenance, configuration, and reliable operation of the organization's IT systems, including servers, networks, hardware, and software. The person will also assist with implementing technologies that will increase security, efficiency and value to the firm. The role also involves ensuring proper security protocols are followed and providing daily support to internal users across departments. Position Responsibilities: Technology Infrastructure Support, Design and Implementation • Provide recommendations and implement technologies that can improve business operation and cyber security., • Plan, design and build infrastructure that can sustain for future growth., • Ensure that the technologies in all remote offices are working efficiently., • Maintain and support various Microsoft cloud services such as Azure, Entra AD, Office 365, Exchange Online, Purview, and Intune., • Responsible for maintenance, operation and system integrity of all servers and equipment, ensuring maximum uptime and availability to Firm users., • Manage IT task lists and projects including office relocation and integration.IT Security, • Ensure the confidentiality, integrity and availability of data stored on our network., • Implement and deploy security solutions., • Responsible for scheduling vulnerability testing and penetration testing of network and resources., • Ensure all systems (including servers, user computers, network devices) are current with the latest with security patches and updates and are in compliance with the firm’s security posture., • Ensure end-point devices are secure and meet company security policy., • Monitor and review server logs and firewall intrusion prevention logs., • Ensure user access permissions are minimal to perform job functions., • Document and update IT security policies and procedures., • Educate users on common security exploits, phishing attacks, unwanted emails and prevention techniques. Business Continuity and Disaster Recovery Planning, • Plan and implement disaster recovery solutions., • Ensure regular scheduled testing of backup and recovery of critical data and services., • Ensure BC/DR runbook documentation are current via annual testing.Telecom and Internet Connectivity Support, • Troubleshooting and resolve issues with Telco and Internet connectivity interruptions., • Supplement Tier 1 support with maintaining the operations of the Avaya phone system, including physical and soft phone and Zoom video conferencing systems., • Supplement Tier 1 support with maintaining Internet and phone connectivity.Hardware, Software and Service Procurement, • Procure hardware, software and services., • Track of software and hardware service maintenance agreements.End User Support, • Provide escalated support for computer equipment, business applications and software issues., • Provide escalated support with mobile devices by leverage Microsoft Intune, • Supplement level 1 support to ensure user computer issues are resolved expeditiously with minimal down time including remote and home office users., • Assisting with user on-board orientation, educate users with WKG technologies and applications.Ideal Candidate Will Possess the Following:, • 3-5 years of experience supporting and maintaining a cluster VMWare environment, • 3-5 years of experience supporting and maintaining Microsoft Cloud Services including Azure VM, Entra AD, Office 365, Exchange Online, Purview, and Intune., • 3-5 years of experience on various networking and infrastructure technologies., • Experience with Mimecast Threat Protection tool., • Hands-on with troubleshooting and fixing hardware and software issues (including end-user support)., • Proficient skills with using, supporting and troubleshooting Microsoft Office suite applications., • Experience supporting and troubleshooting an Avaya IP Office phone system with multiple call queues., • Experience with implementation and management of Zoom video and phone systems., • Experience with project management and execution of Office IT integration is a plus., • Experience with SQL, HTML, PowerShell scripting, Microsoft Access is a plus., • Must have strong interpersonal skills, excellent communication, and organizational skills., • Ability to work independently., • Must be able to work after business hours and weekends if necessary, during emergencies.Compensation / Benefits:, • Attractive annual compensation package is commensurate with experience, • Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits. 1O8nZ9IQXw

Job Description Summary: As a Part Time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reaching all goals set for the branch. Job Responsibilities: • Processes all banking transactions including but not limited to; deposits, withdrawals, transfers, cashing checks, money orders, selling money orders, gift and Bank checks, processing loan payments and safe deposit box rentals. All banking transactions are to be processed through Columbia Bank’s on-line terminals;, • Opens new deposit and checking accounts of all kind and explains these products to customers as required. Handles deceased accounts. Assists with maintenance of files and any documentation of daily platform work required. Assists customers with safe deposit boxes, answers inquiries or provides explanations of all products and services including renegotiation of CDs;, • Discusses personal financial needs with customers and makes recommendations on how the Bank can meet those needs. Cross sells Bank’s products and services. Interacts with other Bank departments as required. Services customers, in person or via the telephone, to answer inquiries, research and resolve customer problems and/or complaints and ensure customer satisfaction. Explains the features and benefits of on-line banking and how it works;, • Prepares daily proof sheet at close of business each day. Helps with end of day closing procedures for the branch which includes, but is not limited to; preparation of branch consolidation sheet and document imaging of required branch work;, • Maintains accurate customer and account records. Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files;, • Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate;, • High school diploma required or a Bachelor’s degree in Accounting, Business, or Finance is preferred;, • 1-2 years of retail or customer service experience required;, • Knowledge of financial products preferred;, • Interpersonal, time management, organizational and PC skills a must;, • Excellent verbal and written communication skills required;, • Ability to work weekends as needed or scheduled;, • Ability to lift up to 20 lbs.;, • Candidates must attend mandatory training, continued employment is contingent upon passing training classes;, • Bilingual in Spanish preferred. Desired Skills: • Independent and highly motivated self-starter;, • Results oriented with proven track record to motivate self and others to accomplish objectives;, • Dedicated, enthusiastic, and driven; possesses a strong work ethic;, • A collaborator and team player, translating knowledge and experience into strong and productive relationships; We provide you the training to help you excel in your position. In order to maximize on your experience we have a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training for 10 business days. Training schedules are based on availability. Columbia Bank offers the following benefits: • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Employee Stock Option Program (ESOP). Monday, Thursday, & Friday: 12:00pm-5:15pm and alternating Saturdays: 8:45am-1:15pm Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Job Description Summary: As a Part Time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reaching all goals set for the branch. Job Responsibilities: • Processes all banking transactions including but not limited to; deposits, withdrawals, transfers, cashing checks, money orders, selling money orders, gift and Bank checks, processing loan payments and safe deposit box rentals. All banking transactions are to be processed through Columbia Bank’s on-line terminals;, • Opens new deposit and checking accounts of all kind and explains these products to customers as required. Handles deceased accounts. Assists with maintenance of files and any documentation of daily platform work required. Assists customers with safe deposit boxes, answers inquiries or provides explanations of all products and services including renegotiation of CDs;, • Discusses personal financial needs with customers and makes recommendations on how the Bank can meet those needs. Cross sells Bank’s products and services. Interacts with other Bank departments as required. Services customers, in person or via the telephone, to answer inquiries, research and resolve customer problems and/or complaints and ensure customer satisfaction. Explains the features and benefits of on-line banking and how it works;, • Prepares daily proof sheet at close of business each day. Helps with end of day closing procedures for the branch which includes, but is not limited to; preparation of branch consolidation sheet and document imaging of required branch work;, • Maintains accurate customer and account records. Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files;, • Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate;, • High school diploma required or a Bachelor’s degree in Accounting, Business, or Finance is preferred;, • 1-2 years of retail or customer service experience required;, • Knowledge of financial products preferred;, • Interpersonal, time management, organizational and PC skills a must;, • Excellent verbal and written communication skills required;, • Ability to work weekends as needed or scheduled;, • Ability to lift up to 20 lbs.;, • Candidates must attend mandatory training, continued employment is contingent upon passing training classes;, • Bilingual in Spanish preferred. Desired Skills: • Independent and highly motivated self-starter;, • Results oriented with proven track record to motivate self and others to accomplish objectives;, • Dedicated, enthusiastic, and driven; possesses a strong work ethic;, • A collaborator and team player, translating knowledge and experience into strong and productive relationships; We provide you the training to help you excel in your position. In order to maximize on your experience we have a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training for 10 business days. Training schedules are based on availability. Columbia Bank offers the following benefits: • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Employee Stock Option Program (ESOP). Monday thru Friday: 12:00pm-5:15pm and two to three Saturdays per month: 8:45am-1:15pm Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

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 is seeking a Registered Client Service Associate to join the Summit NJ team. The primary responsibility of the role is to support the day-to-day operations of a successful, growing wealth management practice comprised of two advisors and two existing RCSAs. The cornerstone of the practice is impeccable client service and financial planning. This role requires superior interpersonal and multi-tasking skill sets as well as meticulous attention to detail. The candidate should be able to operate independently as well as a member of a 5 – 6 person team. This role will assist in performing a variety of daily support tasks so that the team grows their business, runs smoothly and meets excellent service 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, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • This role requires superior interpersonal and multi-tasking skill sets as well as meticulous attention to detail and thoroughness, • FINRA Series 7 and 63/65 (or 66) required (within first three months of hire), • A basic understanding of financial instruments and brokerage/insurance products, • Certified Financial Planner (CFP) certification preferred, • 5+ years’ experience working as a sales assistant/CSA, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and the ability to learn Docusign and 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, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to prioritize and meet designated deadlines and work effectively in a pressurized environment under time constraints For job postings in New Jersey, 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 Jersey 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 $60,000.00 - $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job Description Summary: As a Part Time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reaching all goals set for the branch. Job Responsibilities: • Processes all banking transactions including but not limited to; deposits, withdrawals, transfers, cashing checks, money orders, selling money orders, gift and Bank checks, processing loan payments and safe deposit box rentals. All banking transactions are to be processed through Columbia Bank’s on-line terminals;, • Opens new deposit and checking accounts of all kind and explains these products to customers as required. Handles deceased accounts. Assists with maintenance of files and any documentation of daily platform work required. Assists customers with safe deposit boxes, answers inquiries or provides explanations of all products and services including renegotiation of CDs;, • Discusses personal financial needs with customers and makes recommendations on how the Bank can meet those needs. Cross sells Bank’s products and services. Interacts with other Bank departments as required. Services customers, in person or via the telephone, to answer inquiries, research and resolve customer problems and/or complaints and ensure customer satisfaction. Explains the features and benefits of on-line banking and how it works;, • Prepares daily proof sheet at close of business each day. Helps with end of day closing procedures for the branch which includes, but is not limited to; preparation of branch consolidation sheet and document imaging of required branch work;, • Maintains accurate customer and account records. Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files;, • Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate;, • High school diploma required or a Bachelor’s degree in Accounting, Business, or Finance is preferred;, • 1-2 years of retail or customer service experience required;, • Bilingual in Portuguese;, • Knowledge of financial products preferred;, • Interpersonal, time management, organizational and PC skills a must;, • Excellent verbal and written communication skills required;, • Ability to work weekends as needed or scheduled;, • Ability to lift up to 20 lbs.;, • Candidates must attend mandatory training, continued employment is contingent upon passing training classes. Desired Skills: • Independent and highly motivated self-starter;, • Results oriented with proven track record to motivate self and others to accomplish objectives;, • Dedicated, enthusiastic, and driven; possesses a strong work ethic;, • A collaborator and team player, translating knowledge and experience into strong and productive relationships; We provide you the training to help you excel in your position. In order to maximize on your experience we have a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training for 10 business days. Training schedules are based on availability. Columbia Bank offers the following benefits: • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Employee Stock Option Program (ESOP). Part Time: The part-time positions work a minimum hours per week with a flexible schedule based on business need. Must be able to work a flexible schedule including Saturdays. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Job DescriptionSalary: Ninth Wave, Inc. Project Manager Location: New York, NY Role Overview Ninth Wave is seeking a seasoned Project Manager to lead client-facing, large scale implementations of Ninth Wave Platform.In this role, you will define the scope, prioritize competing deliverables, manage client expectations, and lead the orchestration and onboarding of Ninth Wave clients. You will have the opportunity to work cross-functionally and collaborate with Product, Development, and Sales to deliver value that directly contributes to the success of our company.This role is ideal for a hands-on individual contributor who can work across teams and functions to influence other product areas.You have a real passion for problem solving and enjoy using technology to improve processes. The role requires someone comfortable with operating in a highly dynamic environment, who thrives on navigating ambiguity and solving complex problems. Key Responsibilities • Manage full project life cycle, including project definition, scope, resource planning, business analysis, technical design, development, testing, training, and migration to production, • Communicate effectively through various mediums, and across all levels of Ninth Wave and client organizations, to ensure transparent status reporting, change management and issues resolution, • Coordinate and proactively manage internal Ninth Wave teams activities as they relate to client projects, • Minimize Project Risk through pragmatic and collaborative removal of blockers and/or issues, • Lead client relationships, building strong relationships across client organizations, including C-suite, • Matrix Manage project team resources, assuming full ownership of successful project completion and client satisfaction, • Contribute to evolution of Project Management Office, sharing and educating on best practices, documentation and tools Qualifications • 7+- years of experience delivering Software as a Service platform solutions, • Demonstrable record of client implementations, • Hands on experience with budget management, RAID logs, and executive level status reporting, • Experience working with clients and managing client facing projects, • Excellent analytical, strategic conceptual thinking, strategic planning and execution skills, • Experience managing development teams and working in global teams, • Team player, friendly and can adjust to changing priorities with aplomb, • Positive attitude with a proven ability to foster relationships, • Proactive work ethic and ability to work with minimal supervision, • Excellent verbal and written communication skills, • This role is hybrid/in-office and requires regular presence at our NYC headquarters, • Collaborate in-person with teams at our New York City office to drive initiatives Preferred skills and experience • Project Management Certification, • Scrum Certification Company Overview Ninth Wave delivers secure data connectivity to financial institutions through a single point of direct integration to a universal suite of open finance APIs. With configurable controls, visibility, and insights into all data sharing and acquisition connections between aggregators, third-party apps, and internal applications, Ninth Wave empowers financial institutions and their customers with access and oversight to their connected apps, enabling secure data exchange in a holistic and scalable open finance ecosystem. Offering solutions for retail and commercial banks, wealth managers, credit card issuers, tax providers, and more, Ninth Wave provides unparalleled connectivity and universal compatibility to complex information systems.

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Sr. Manager, Implementations LOCATION: Hybrid in New York City, NY, or Jacksonville, FL. SALARY: $140,000 - $165,000 base salary, + bonus and stock options (based on NYC, will be adjusted for geo) The Role: As we scale, we are seeking a Sr. Manager of Implementations. This role will lead a team of Project Managers that onboard new clients onto the Canoe Intelligence platform. This role is pivotal in ensuring a high quality onboarding experience as well as help drive customer value realization. In this role, you will be responsible for the performance, development, and success of your team. Your leadership will be key in driving both client satisfaction and team effectiveness. You will guide your team to execute standard, repeatable processes that adhere to the high quality delivery of the Canoe platform. What You’ll Do: This role has two key components: 1. Drive Team Success • Lead and Develop Your Team: Manage, mentor, and inspire a team, providing guidance, support, and opportunities for professional growth., • Team Accountability: Maintain awareness across your team portfolio to ensure all projects are adhering to timeline, scope, and risk mitigation standards per our internal SOP and client SOW., • Foster a Collaborative Environment: Promote a culture of continuous improvement by encouraging knowledge sharing, best practices, and collaboration within the team., • Monitor and Enhance Team Performance: Regularly audit team interactions, project statuses, and client communications, providing constructive feedback and coaching to elevate team performance., • Engage in Strategic Client Interactions: Join strategic and enterprise-level client calls to provide additional support and reinforce Canoe’s commitment to client success. 2. Drive Client Results • Client Implementation Leadership: Oversee and guide your team in leading clients through their Canoe implementations, including technology configuration, data connectivity, and integration processes., • Be a hands-on Leader: Act as the lead on strategic projects and Executive Sponsor on others., • Expertise in Technology: Develop deep expertise in Canoe's technology offering, ensuring both you and your team can effectively drive client value through successful implementations., • Project Management Excellence: Ensure that your team maintains high standards in project planning and execution, including regular communication with clients and internal stakeholders, and meticulous tracking of project progress., • Client Relationship Management: Support your team in maintaining ongoing dialogue with Canoe's Relationship Management team, ensuring a seamless client experience from onboarding through to long-term adoption. What We’re Looking For: • 5+ years of experience in SaaS implementations, with a preference for complex, enterprise clients., • 3+ years of people management experience, including managing team members, handling escalations, and designing process structures that drive team success., • Experience in Fintech, Alts, back-office environments, • Strong leadership and mentorship skills, with a proven track record of developing high-performing teams., • Technical aptitude, with the ability to understand and explain complex technology solutions to both team members and clients., • Excellent communication skills, both verbal and written, with the ability to influence and inspire., • Expertise in project management, change management, and expectation management., • Analytical, data-driven, and detail-oriented, with a proactive approach to solving problems and driving results., • Client-centric mindset, with a genuine passion for delivering exceptional value to customers., • A collaborative spirit, with a desire to work in a team-oriented environment that values continuous improvement., • 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: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series C funding round brought our total investment to over $170 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 6 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Your Role: As a Project Manager, you will be expected to leverage deep cross-functional expertise to coordinate with enterprise customers globally, guiding integrations from conception to launch by aligning technical teams, managing timelines, mitigating risks, and ensuring all deliverables meet strategic objectives in the following ways: • Own end-to-end project management for enterprise launches using our brokerage APIs (equities, crypto, options, and more), • Collaborate with external stakeholders (product, engineering, compliance teams, etc.) to scope, plan, and execute integration timelines, • Work cross-functionally with internal teams (BD, engineering, legal, compliance, operations and customer success) to resolve issues and align on resources, • Facilitate weekly partner check-ins, drive action items, and ensure progress toward key deliverables, • Track and report on project status, risks, and dependencies to internal leadership and partner stakeholders, • Help partners navigate onboarding requirements, such as KYC, AML and regulatory disclosures, • Document processes and continuously improve onboarding frameworks to scale future partner integrations Internally, the Project Manager is a key person to give the best context of a partner to many teams, including leadership. Simply put, the Project Manager is the voice of the customer internally at Alpaca. As a project manager in a highly collaborative role, the ideal candidate must demonstrate a strong communication, troubleshooting, solutioning and proactiveness skillset. Key Responsibilities: • Be the face of Alpaca to some of the largest enterprise businesses in their respective regions, • Provide updates to Alpaca's leadership team, being transparent with successes, blockers and solutions, • Stay updated on internal product development timelines, and work closely with the technical teams to roll out new features to partners, • Establish yourself as a subject matter expert on Alpaca's API and collaborate with fintechs around the world, • Ensure feature requests by partners are communicated to the technical teams and are adequately prioritized, • Support the success team with advice on integration items, including new products, • Solutionize for partners targeting key regions Alpaca is focusing on, driving the company's mission to open financial services to everyone on the planet, • Create internal and external resources that can be leveraged by both partners and internal teamsMust-Haves:, • 2+ years of enterprise-level business project management experience with strong process, analysis, design, and documentation skills, • Strong verbal and written communication skills for English-speaking clients to drive clarity on goals, set expectations, and collect feedback, • Demonstrated problem-solving ability and attention to detail to deliver high-quality output while meeting deadlines., • Flexibility to work with customers around the world, • Familiarity and interest in FinTech, financial markets, and investing applications, • Experience with communication and project management tools such as Slack, JIRA, Confluence, Basecamp and Google Workspace, • Startup mindset, • Sales and customer success background leading the customer's experience, • Training/enablement experience, • Brokerage/stocks experience, • Crypto experience Technical background, including: • Familiarity with metabase, • Experience with modern APIs (REST, Websockets, Server Sent Events), • Experience with enterprise software implementations, • Technical troubleshooting skills, • Experience with issue management (JIRA) and API logging tool, • Familiarity with Postman and curl requests How We Take Care of You: • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500 Recruitment Privacy Policy

Job Description 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: Savvy is looking for a customer-obsessed operator to join our early-stage team and work closely with the Savvy’s financial advisors to ensure we are providing a best-in-class onboarding and implementation journey while maintaining a fast speed to revenue. This individual will get significant exposure to Savvy’s Advisory, Operations, Growth, Product, and Marketing efforts. Who you are: * You’ve got positive energy. You’re optimistic about the future and determined to get there. * You’re never tired of learning. You’re able to self-teach new platforms and ways of working. * You appreciate direct communication. You’re both an active communicator and an eager listener. You’re motivated by feedback and see every setback as an opportunity to grow. * You can pivot on the fly. We are fast-growing, so our priorities are constantly evolving. What you worked on last month may not be the same next month. * You have a humble and “can do” attitude. Our teams create high-quality work on quick timelines. * You want to be part of a winning team. We’re stronger together, and you’re a person who embraces being pushed out of your comfort zone. The Advisor Success team is a cross-functional team working across the whole company. You will directly report to the Head of Advisor Success. Responsibilities: * Own the Advisor Onboarding Journey: Execute a seamless end-to-end onboarding process for advisors transitioning their practice to Savvy. * Sales-to-Activation Handoff: Collaborate with the Growth team to ensure a smooth handoff; optimize advisor onboarding with key milestones that maximize impact in the first 90 days. * Enable Early Adoption: Deliver initial training and resources that empower advisors to quickly leverage Savvy’s software, tools, and financial products. * Deliver Speed to Revenue: Drive revenue results for the company by onboarding advisors quickly. Act as a day-to-day contact for advisors during the transition process. * Balance several onboarding and activation processes while maintaining clear communications with stakeholders and remaining adaptive in a rapidly evolving environment. * Monitor and report on transition progress and potential risk situations. Coordinate with the Client Servicing Team to ensure smooth client account transitions. * Passion to do whatever it takes to solve complex problems and build scalable processes. * Contribute to improving our capabilities by enhancing existing processes. Must have: * 3 to 5+ years in a sales enablement, customer success, client engagement, or account management role in technology, fintech, or wealth management. * Demonstrated success in a customer-facing role. Excellent communication and relationship-building abilities. Empathy, understanding, and confidence in order to effectively engage with advisors. * Training and Presentation skills. Enabling our advisors to become power users. Be able to adapt and personalize training styles for different advisors’ needs. * A collaborative, low ego, and self-starter attitude. This individual must be willing to roll up their sleeves, have an incredible ownership mentality, and have a customer-centric mindset. * Ability to plan and prioritize workload; ability to multitask and meet deadlines with quality output. * Passion for solving complex problems and building scalable processes. * Comfort working in a high growth, constantly changing environment. * Adept at quickly learning and adopting new technologies. Nice to have: * Prior work experience in the Wealth Management industry * Prior work experience at a high-growth start up * Prior experience in the services industry 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 holistic medical, dental, and vision plans * Company 401(k), Commuter, and HSA/FSA plans * 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: $110K - $135K

We are seeking a highly experienced Senior Wealth Advisor/Manager to join our client, a rapidly growing Wealth Management Registered Investment Advisory (RIA) firm. As a Senior Wealth Advisor/Manager, you will have the opportunity to work with high net worth individuals and families, providing compr

Job Description Are you looking to take your recruiting career to the next level? Sustainable Talent and Ford are teaming up to help scale its Manufacturing organization. We have an immediate opening for a high-volume experienced recruiter from assembly line manufacturing to management level with a great work ethic, a high sense of urgency and dynamic energy to join our growing team. In this position, you’ll be part of a high-performing recruiting team designed help Ford bring electric zero-emission vehicles at scale to American customers with the largest, most advanced, most efficient auto production complex in its 118-year history. If you thrive in a fast-paced and high-volume environment, this could be a great fit for you! Responsibilities: • Create and run large-scale hiring events to hire for skill trades to management-level positions, • Community outreach at all levels to help create opportunities and improve people's lives, • Conduct intake meetings with hiring managers to understand needs, ensuring alignment between job descriptions, and target candidate profiles, • Persistent pursuit of passive candidates via personalized reach-outs, • Be an advocate for DEI both internally and externally, • Screen candidates to assess suitability for current and future positions, • Partner with hiring managers and create strategies to effectively hire in remote locations, • Regularly manage pipeline activity and maintain data integrity, and proactively share data-centric updates with internal stakeholders, • Experience with creative sourcing of Salaried and Hourly candidates in a Manufacturing environment., • Great communication skills, articulate and ready to take charge of the situation, • You look to dig deeper beyond the surface level of a job profile; researching market trends and domain technology and seeking out information to have a solid understanding of the business, • Expertise in full-cycle recruiting and running hiring events, • Proficiency with handling hard to close candidates in a competitive market, • Experience or exposure recruiting from trade schools and local community organizations Our winning formula for results is simple – attract and retain immensely talented people. Our clients range from explosive start-ups to several of the most respected leaders in their industries including Uber, Nvidia, Ford, and Home Depot to name a few. From health to wealth to well-being, Sustainable Talent believes our people deserve the best. We offer our team members a competitive, comprehensive benefits program and resources to enhance and foster professional development. Sustainable Talent is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability.

Job Description We are seeking a motivated and knowledgeable Financial Services Advisor to join our team. In this role, you will be responsible for servicing existing clients and their accounts to ensure they are meeting their current and future objectives; you will also be responsible for identifying additional opportunities for assets held outside the firm. You will also be responsible for meeting with prospective clients sourced by our firm’s marketing funnels, and independently guide them through the planning process with the end-goal being to obtain them as clients. You will leverage your skills in wealth management, portfolio management, and customer relationship management to build and maintain strong client relationships. Responsibilities • Meet with existing clients to review their accounts with our firm, and ensure their accounts are aligned with their financial objectives, risk tolerance, income, expenses and assets. During client review meetings, you would be responsible for identifying additional opportunities based on assets held outside our firm., • Meet with prospective clients to guide them through the planning process, prepare and review recommendations/strategies, and get them to implement relevant recommendations., • Offer strategic advice to existing clients and prospective clients on products and services, such as wealth management strategies, income tax reduction strategies, retirement income planning, and more., • Complete the account opening process for new business obtained, • Move money from accounts per industry and federal regulations, • Perform market research to stay current with financial trends, • Prepare financial documents, such as investment reports, retirement income plans, tax reduction strategies, and more., • Maintain compliance with all rules and regulations in the financial industry, • Identify and pursue new business opportunities through existing client base, networking and referrals Requirements • Must be dually-licensed: NJ Life & Health Insurance producer (the firm will pay for nonresident licenses as needed), Series 6, Series 65, and Series 7., • Proven experience in financial sales., • Ability to independently close business., • Strong understanding of wealth management principles and investment strategies., • Excellent math skills with the ability to analyze complex financial data., • Exceptional sales skills with a focus on customer relationship management., • Ability to communicate complex financial concepts clearly and effectively to clients., • Strong organizational skills with attention to detail in managing client portfolios., • Join us as a Financial Services Advisor where you can make a significant impact on our clients' financial futures while advancing your career in a dynamic environment.

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