Wealth management jobs in New York, New York - Page 4Crear alertas

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. Role Overview We are seeking a Director of Channel Partnerships to lead the global growth of the Alpaca Connect Marketplace, a core pillar of Alpaca's ecosystem strategy. This individual will operate at the intersection of business development, product strategy, and technical integration, establishing Alpaca as the go-to marketplace for embedded investing and trading infrastructure, rivalling competitor platforms. You will own both the commercial strategy and the product partner journey: from API integration and OAuth experience to co-marketing and monetization. Key Responsibilities • Marketplace & Product Strategy, • Define the product roadmap for Alpaca Connect in collaboration with Product, Engineering, Operations and Developer Experience teams., • Champion a partner-first architecture: streamlined OAuth flows, unified onboarding, sandbox environments, and API documentation., • Benchmark against competitors to build the most frictionless integration experience in the market., • Develop standardized partner SDKs, templates, and technical onboarding documentation., • Partner Acquisition & Ecosystem Building, • Source and close partnerships with fintechs, trading tools, analytics providers, and wealth platforms., • Build a curated ecosystem across categories such as portfolio analytics, research, tax optimization, compliance, KYC, payments, and automation tools., • Drive co-development initiatives—helping partners build new use cases leveraging Alpaca's APIs (Broker API, Trading API, OAuth, and account funding)., • Technical Partnership Enablement, • Translate business opportunities into product integration requirements, working directly with partner CTOs, product leads, and engineers., • Lead technical workshops, solution design sessions, and API architecture reviews., • Ensure partner integrations meet Alpaca's standards for scalability, data security, and regulatory compliance., • Collaborate with Developer Relations to improve partner tooling, SDKs, and marketplace discoverability., • Commercial Growth & GTM, • Design tiered monetization models (rev share, referral, usage-based pricing) for marketplace partnerships., • Develop launch playbooks, partner certification programs, and co-marketing campaigns., • Track KPIs such as number of active integrations, API call volume, partner-sourced accounts, and transaction growth., • Cross-Functional Leadership, • Partner with Engineering, Product, Marketing, Compliance, and Customer Success to deliver an end-to-end partner experience., • Advocate internally for partner-driven feature requests that unlock new integration categories., • 8–12 years of experience in partnerships, platform ecosystems, or product management within fintech, trading, SaaS, or API-driven companies., • Strong technical acumen: ability to understand REST APIs, OAuth 2.0 flows, webhooks, data schemas, and developer onboarding processes., • Proven experience driving channel or marketplace growth—ideally building or scaling an integration marketplace or API platform., • Deep understanding of brokerage, custody, trading infrastructure, or financial data systems., • Ability to interface confidently with engineers, product teams, and C-level executives., • Exceptional communication, negotiation, and stakeholder management skills., • Analytical mindset with experience building dashboards and tracking GTM impact (HubSpot, Salesforce, Looker, etc.).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 Speech Kids NY is looking for Speech-Language Pathologists / Clinical Fellows WE ARE HIRING! Speech Kids NY is looking for Speech-Language Pathologists / Clinical Fellows. We are NOT HIRING providers for REMOTE SERVICES. Our agency has secured a contract to provide services in the Bronx D 7-11 schools and preschools at an enhanced rate. The sessions will be held back-to-back at one location. We offer a highly competitive rate, starting at $95.00 per hour and going up to $110.00 per hour. The rate for CFs is $95.00 per hour on W2, $110.00 per hour for licensed therapists on W2, and $110.00 per hour for licensed speech therapists. Must be in person. It is mandatory for all individuals to hold a TSSLD certification. Requirements: Licensed SLP: license number, TSSLD, NYS registration, and 3 letters of recommendation. CF: NPI number, letter from the university or Diploma, TSSLD, Form 1 receipt, and 3 letters of recommendation. Bilingual extension or BEA scores if applicable. Benefits for W2 providers: We offer 6 sick days for full time W 2 providers after working for a year, health insurance ( partial payment after 90 days for full time employees), sick hours payment (you earn 1 hours after every 30 hours of direct therapy up to 40 hours per year), Worker’s compensation and disability insurance ( including maternity coverage and long term disability), 401 K (no matching), and a referral bonus ( up to 1 K after 6 months of employment 30 hours per week ). Compensation for CFs: $95.00 per hour on W 2 (TSSLD is required) + partial coverage of your health insurance (conditions apply) + benefits. CFs only: If you work full time, 30 hours direct therapy a week, you will get $60 per month for materials. Support: Monday – Friday 9:00 am to 6:00 pm support for providers (via text messages and email, phone calls can be scheduled as needed, after hours phone calls by appointment only (including weekends). SLP JOB FUNCTIONS: Assess, diagnose, and treat speech-language, voice, swallowing, and other related disorders of children with developmental delays and disabilities. Develop and implement individualized plans for assigned cases to meet individual child’s needs, interests, and abilities. Collaborate with parents and multidisciplinary team of rehabilitation professionals and special educators to develop and modify program activities that improve speech and language skills. Location: schools, preschools, and in the clients' homes in all 5 boroughs (subject of availability) Skills required: Strong attention to detail-excellent time management skills and organization- Excellent communication and interpersonal skills. Follow Individualized Service Plan, plan ongoing treatment, and interprets goals and treatment. Complete all session notes by the end of the calendar week and progress reports on time. We offer Flexible Hours, simple billing, and High Rates! We are looking for dedicated SLPs who love this age group and are willing to work in either preschool, school, or home environments. To excel in this program, you should specialise in pediatrics, enjoy using technology, and have a great ability to communicate with parents and school administrators. Full-time and part-time positions are available. We look forward to speaking with you! Requirements (NO EXCEPTIONS): Must have experience in speech-language pathology field. Master's degree in Communication Disorders is required. NYS license SLP required if licensed. Work authorization in the United States is required. Referral program is available. Job Type: Contract Salary: $95.00 to $110.00 /hour For more information visit our website Job Types: Full-time, Part-time, Contract Pay: $95.00 - $110.00 per hour Benefits: • 401(k), • Disability insurance, • Flexible schedule, • Health insurance

Job Description Tacombi is looking for a Director of Digital & E-commerce to join our team! Tacombi is seeking a Director of Digital & E-commerce to develop and lead our digital strategy. The right candidate is an experienced digital leader and true omni-channel thinker, who is comfortable balancing tactical execution and strategic leadership. This candidate has experience with foodservice delivery platforms, including owned and third party, and a track record of optimization. This leader will be capable of launching our CPG DTC business, and is an expert in digital marketing (including SEM), paid social, report development, agency management and team building. This leader will have the ability to recruit and manage top talent in the digital space. Your responsibilities will include: * Build 2022 and 3-year strategic plans, inclusive of off-premises, DTC and retailers. * Plan through capital needs of individual plan components, inclusive of a new Tacombi App, a Customer Relationship Management (CRM) plan, a DTC site, etc. * Identify growth opportunities, do budgetary and campaign planning, manage subsequent execution. * Help Tacombi.com reach its business objectives by leveraging SEM, SEO, affiliate, re-marketing, direct mail, paid social and other innovative mediums. * Grow Tacombi.com * Acquire new customers for Tacombi.com and convert users of 3P Apps to owned channels, increasing the percent of owned v. 3P * Improve the experience for customers using Tacombi.com and our app. Develop quantitative ways of measuring consumer satisfaction before and after changes. * Gather and leverage data fromtakumi.com and our app to drive business decisions. * Leverage data to gain leadership buy-in. * Develop a plan for to complete a better on the customer relationship and enhance the customer experience through digital transactions * Developing at the table system that enhances the customer experience, leveraging QR * codes or other * Work with cross functional partners in Taqueria operations and marketing to test other * points of digital connection with customers * Develop, build and manage Tacombi’s e-commerce and digital infrastructure and strategy to drive a seamless consumer experience. * Launch Vista Hermosa DTC site with retail products and unique to DTC innovation * Launch and manage Amazon business for Vista Hermosa * Launch DTC offering for Tacombi.com, potentially leveraging our Taquerias for fulfillment * Lead strategy and execution of all brand paid advertising on search and social platforms, including Facebook, Instagram, YouTube, and search engines. * Full P&L responsibility, including budget, hitting sales targets and maintaining bottom line targets. * Lead email marketing and customer lifecycle programs, including subscription acquisition, retention/reactivation programs and loyalty building communications across all digital channels. * Support creative production and planning with our internal brand and design teams by providing a constant feedback loop on performance and collaborating on new ideas to iterate and text messaging * Ensure proper collaboration between IT, Marketing, Creative and other cross-functional teams to deliver on eCommerce and Digital sales and performance objectives You should have: * An In-depth understanding of e-Commerce business models and how to drive e-commerce sales through innovative, effective and cost-efficient marketing/merchandising programs and strategies * Experience selecting and managing vendor partnerships * A consumer-centric mindset—you’ll learn the Tacombi consumer and make decisions through that lens * Proven ability to develop strategic plans independently while enlisting support cross-functionally * A partnership mentality—to work closely with marketing, design, sale sales and finance * Entrepreneurial and creative solution oriented mindset, with the ability to flex and help marketing and sales partners * You are: * Driven to make your work and the output of your team better each day * A self-starter with an entrepreneurial spirit, who is hungry for wins * An entrepreneur who takes ownership for results and how those results are achieved * A high achiever who is constantly striving to step up your game and learn new skills * One who takes initiative and demonstrates resourcefulness as a self-starter * Adaptable and ready for anything that comes your way; possessing strong critical thinking skills * Comfortable in a fast-paced environment where change is a constant * Driven, analytical and detail oriented * Passionate about collaborating cross-functionally to drive business change, even when it’s difficult * Flexible with ability to shift as priorities do * An “always on” sense of urgency; must be able and willing to work flexible hours and tackle needs as they arise * Genuine in your desire to help build bridges to Mexico, committing to authentically sharing the tradition and history of Mexico through great cuisine and hospitality. Why Tacombi: * We strive to build a culture driven by our values. * Adventure: You welcome the unknown and thrive in a growing environment * Fellowship: You love working with a team in service of one another and the community * Resourcefulness: You think creatively and get more done with less! * We care about our team members' health, wealth, and overall well-being. * Medical, dental and vision benefits for all full time employees * HSA/FSA available for pre-tax healthcare expenses * Retirement savings via a 401K * Pre-tax commuter benefits * We know that your quality of life matters. * Sick days * 10 company holidays * Vacation * While we ask all employees to join us in the HQ office (The Oficina), we allow for flexibility to match your working style and needs. * We want you to grow with us. * If you can help us find Tacombi talent, we’ll show our appreciation and reward you with a referral bonus. * Build your future along with ours. We invest in training and development to support team growth. * We love tacos. * Sharing authentic Mexican taco culture means knowing it. Eat tacos every day, on us!

Job Description Title: Tax Senior, Private Client Group Department: Tax, Private Client Group Supervises: N/A Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: As a Tax Senior in the Private Client group, you will be responsible for providing personalized tax advice, compliance, and planning services to high-net-worth individuals and families. You will collaborate closely with clients and other professionals within the firm to develop comprehensive tax strategies that align with their financial goals and objectives. RESPONSIBILITIES: • Work directly with clients to assess their financial situations, goals, and objectives., • Prepare and review individual, partnership, trust, foundation, and estate and gift tax returns, ensuring accuracy and compliance with tax laws., • Develop and implement personalized tax planning strategies that minimize tax liabilities while complying with relevant laws and regulations., • Build and maintain strong client relationships, becoming a trusted advisor in tax matters., • Stay up to date with changes in tax laws, regulations, and industry trends that could impact clients' financial situations., • Conduct in-depth research to address complex tax issues and provide innovative solutions., • Collaborate with other tax professionals, including managers and partners, to deliver comprehensive client solutions. Research and interpret tax laws and regulations to address client inquiries and ensure accurate reporting., • Assist clients in understanding their tax obligations and the implications of various financial decisions., • Calculate potential estate and gift tax liabilities and work within a team to recommend strategies to minimize these tax burdens., • Communicate complex tax concepts in a clear and understandable manner to clients with varying levels of financial literacy. Education: • 2 + years of experience in tax planning and compliance, preferably within a private client or wealth management environment., • Strong understanding of individual, partnership, trust, estate, and gift taxation., • Familiarity with tax software and technology for efficient compliance and research., • Excellent communication and interpersonal skills for building client relationships and working within a team., • Analytical mindset, attention to detail, and the ability to solve complex problems. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

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

Job DescriptionSupport and Develop client base using the next generation of wealth platform products for an innovative wealth-tech firm Responsibilities: • Lead one or more advisor portal squads through the ideation, technical development, and launch of innovative products, • Manage one or more full stack squads of developers/engineers, product designers and testers as a product owner, and will have opportunity to build and lead a team of product managers and associate product managers, • Function as the internal owner for product functionality by driving alignment between the offering and client needs, • Drive product development and lead the agile scrum ceremonies as a Product Owner for one or more squads, • Integrate user testing, usability studies, research, and market analysis into product requirements to enhance user satisfaction, • Define and analyze metrics that inform the success of products; collate and report them to the product management leadership, • Create detailed product documentation and ensure documentation stays current as product evolves Requirements: • Experience building consensus and delivering results within an agile framework across engineering, design, and user research teams, • Subject matter expertise with Fintech, Investment, or Wealth-tech products, preferably advisor or investor platforms, • Thoughtful leader with ability to motivate and develop junior product managers, business analysts and cross functional team members to meet and exceed client expectations, • Strong technical writing skills to facilitate the creation of product documentation, • Served as a super user for wealth management, investment advisory, and/or private banking application, • Proficiency in computer science, finance, and/or engineering gained by advanced (MSc or above) academic and/or equivalent work experience For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

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

Job Description Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. Job Summary: We’re seeking a dynamic Media and Communication Relations Manager to lead moomoo’s brand & media strategy in the U.S. market. This role is your chance to shape our narrative across finance, investment, and crypto media—engaging CNBC, Bloomberg, Yahoo Finance, MarketWatch, top Influencers, and more. Responsibilities • Own day‑to‑day media relations and brand storytelling for moomoo., with a focus on finance‑ and fintech‑centric outlets., • Leverage existing U.S. finance media networks to pitch stories, secure coverage, and drive strategic narratives independently., • Serve as the spokesperson liaison alongside senior leadership—design interview themes, guide messaging, and ensure alignment in external engagements (interviews, events, sponsorships). Market the moomoo app through podcasts, videos and webinars that spread the message, and represent Moomoo at conferences and public events., • Direct routine press relations in‑house; collaborate with agencies only on large campaigns or major initiatives., • Partner cross‑functionally (Product, Marketing, Growth) to uncover newsworthy angles; draft press releases, media briefs, Q&As, and thought‑leader profiles that amplify moomoo’s voice., • Monitor media inquiries and respond promptly to mitigate risks—support crisis‑communications when necessary., • Track media coverage and performance; report insights and refine strategy to maximize impact. Requirements • 5–8 years of U.S.-based PR/media‑relations experience, with at least 3 years in financial or fintech communications—experience with online broker‑dealers, wealth‑tech or investment platforms preferred., • Established relationships with U.S. financial & business media editors/reporters; proven ability to pitch and secure placements., • Solid understanding of financial markets, instruments, and regulatory context; able to translate complex finance topics for mainstream audiences., • Exceptional verbal and written communication skills—comfortable coaching executives and navigating live interviews., • Highly organized, self‑driven, and capable of managing multiple projects and campaigns under tight deadlines., • Savvy about U.S. finance‑media landscape—know what makes a compelling pitch and how to anticipate editorial risks. Benefits What We Offer: • Competitive salary and performance-based bonuses., • Comprehensive benefits package, including health, dental, and retirement plans., • Opportunities for professional growth and development., • A dynamic and collaborative work environment. Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $90,000-$168,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

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

Job DescriptionDirector, Sell-Side Location: New York City In-office: 3-4 days per week Travel: Quarterly city visits to spend time with teammates and key customers Reports to: Head of Go-To-Market About Axial Axial is the trusted online M&A platform connecting buyers and sellers of $5M-$100M American privately held companies. Trusted by over 4,500 professional acquirers and 3,000 M&A advisors, we have built a pioneering digital transaction platform that radically improves the speed, confidentiality, and success by which private companies achieve successful exits. Axial is a founder-led, profitable company based in New York City with a hybrid office culture. We've been profitable since 2020 and are the category leader in our market. We are long-term oriented, values-driven, and focused on building a lasting company committed to member trust, operational excellence, and profitable long-term growth. In 2024, over 10,000 private companies pursued an exit via the platform, leading to over 1,000,000 platform connections, 75,000+ signed NDAs, and over $1B in annual transaction volume (Closed Transactions). Role Overview: Director, Sell-Side Axial is hiring a Director to lead the company's sell-side go-to-market organization, the largest and most senior team of individual producers within our GTM function. This role is critical to driving Axial's revenue and platform utilization by instilling a culture of consistency, accountability, and top performance across the team. Reporting to the Head of GTM, you will manage a group of account executives / account managers who support Axial's investment banking, M&A advisory, and business broker segments. Your mandate is to ensure the team executes with daily excellence: holding reps accountable to activity and outcomes, coaching individuals to hit and exceed their number, and leading by example through team selling and direct customer engagement. You will be the operational leader of the sell-side business line, focused on execution, coaching, pipeline management, and driving adoption of Axial's deal marketing and business development solutions. You will own and be compensated on the KPIs that define Axial's growth on the sell-side - revenue, deals brought to market, and executed LOIs - making this role central to our long-term market leadership. Team Structure: This role manages a high-impact team of in-office and remote individual contributors: five AE/AMs focused on our investment bank and M&A advisor relationships, and two AE/AMs focused on our business broker relationships. The team is actively growing to support the increased number of our sell-side members. This is a hands-on, high-leverage leadership position for someone aligned with Axial's long-term mission and values. • Reports to: Head of GTM, • Initial direct reports:, • 2 Senior Managers, Business Development, • 3 Managers, Business Development, • 2 Associates, Business Development Key Responsibilities: • Drive consistent double-digit annual growth in deal flow and executed LOIs through strategic account development, • Actively manage, develop, and coach a high performance and quota driven team of AE/AMs serving a diverse set of customer profiles, • Drive growth in the sell-side's usage of the Axial platform, measured in both breadth and depth, by methodically creating & developing the structured, proactive sales and account management approach carried out by the sell-side team, • Actively participate in team-selling motions by directly interacting with our top sell-side relationships, • Build partnerships with new potential avenues of deal flow for Axial, including wealth managers, law firms, and CPA firms, • Help shape long-term sell-side GTM strategy and competitive positioning, • Foster innovation in deal marketing approaches that differentiate Axial from competitors, • Be a consistent and thoughtful leadership voice delivering member feedback and product improvement opportunities internally and collaborating effectively with the organization's leaders to help drive the company's product and member experience strategies and priorities Ideal Candidate Profile • 8+ years of professional experience in individual quota-carrying and/or management roles in B2B sales / account management, • 3+ years of proven experience managing go-to-market teams (with at least 5+ direct reports) and developing world class talent in a growth-stage tech company, • Strong familiarity and experience with investment banking or private equity ICPs, • Exceptional communication skills: clear, concise, and effective in both written and verbal forms, • Proven ability to scale high-performing revenue teams in fast-paced environments, • Strong coaching instincts and openness to giving/receiving feedback, • Ability to influence product and strategy through market insights, • Cultural champion: committed to excellence, candor, curiosity, and continuous improvement, • Excellent strategic thinking, highly organized, and detail-oriented Working at Axial: We are a small, tight-knit, and mission-aligned team (currently 45+ employees with an average tenure of 3.5+ years). You'll have the opportunity to have a direct impact on the growth of the company as a leader managing one of Axial's core go-to-market teams. We have a comfortable and fully functional office in Manhattan on 30th and Park and NYC-based employees are in the office at least 3 days a week (Tues, Wed, Thur). The atmosphere is collegial, and the office is open, inviting, and full of accommodations (kitchen, snacks, coffee, adult beverages, relaxing spaces, games galore, and an upright piano). At Axial you will also enjoy: • Working with a great team of smart, motivated people, • Robust medical, dental and vision insurance, paid for by Axial at nearly 100%, • 401k program, • Flexible vacation policy, • Paid Parental Leave Policy, • Monthly Health & Wellness stipend, • Expect and Deliver Excellence - you do high-quality work consistently, and you expect it from your colleagues as well, • Be an Owner - you have the personal maturity and accountability to take ownership for your work, to operate with transparency, and to focus on delivering results, • Obsess over Member Trust - you work in a way that helps Axial consistently earn, grow and keep member trust, • Communication Matters - you deliberately focus on being an excellent communicator and collaborator with your teammates and with members

Job Description Transform your ambitions into real achievement. Are you searching for a chance to grow a fulfilling career in the financial world—even without previous industry experience? Our firm is looking for motivated individuals who are ready to learn and advance within financial services. As a Financial Representative, you’ll guide individuals, families, and business owners in creating strategies to reach their long-term financial objectives. With our structured training program, you’ll develop the knowledge and expertise needed to succeed while building a career that truly makes a difference. What we provide: • The flexibility to shape your own career through a hybrid work setup—enjoy remote work combined with in-person training, team collaboration, and continuous support from a Forbes-recognized top insurance company., • A full benefits package, including medical, dental, and vision coverage, a 401(k) plan, and group life insurance., • A training stipend, along with performance-based bonuses., • Company-funded professional growth and licensing opportunities., • Room for career progression: We’re seeking motivated individuals who want to grow professionally and step into leadership roles over time. No background in finance? That’s completely fine. • More than 90% of our leading advisors began their careers in areas such as Real Estate, Accounting, Education, and other non-financial fields., • If you’ve found success in your current profession and are ready for a new opportunity, we’ll equip you with the training, tools, and mentorship you need to excel in financial services. Applicants must be within commuting distance to Hauppauge, NY. Compensation: $80,000 OTE Responsibilities: • Offer solutions in insurance, asset accumulation, and retirement planning., • Develop client relationships and provide tailored financial strategies., • Work within a hybrid model, attending in-person meetings and training sessions as required., • Follow a leadership advancement track with career growth opportunities.Qualifications:, • Strong interpersonal and communication skills., • Self-motivated, coachable, and driven to succeed., • No prior financial experience is required, and comprehensive training is included., • Competitive mindset with a history of leadership or achievement., • Must be authorized to work in the US.About Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good."

Job Description Position Title: Business Analyst – New Business Unit Setup (Financial Services) Location: Midtown, New York (Hybrid – approx. 3 days onsite per week) Engagement Type: Corp-to-Corp preferred Duration: 12 months (potential for extension) Start Date: 2026 (possible earlier start depending on readiness/availability) Overview We are seeking an experienced Business Analyst to support the buildout of a new business unit within a global financial institution. This role involves requirements gathering, process documentation, compliance support, and close collaboration with both business operations and technology teams. The ideal candidate will have strong analytical and communication skills, with experience in banking or financial services operations such as trading support, settlements, operations, or compliance. Broker/Dealer experience is not required, though it is considered a plus. Candidates with a technology background or prior IT collaboration experience will be viewed favorably, as there will be crossover work with the IT team. Key Responsibilities • Partner with business, compliance, and IT teams to define and document requirements for the new business unit., • Lead requirements workshops, process walkthroughs, and gap analysis sessions., • Develop and maintain business and functional documentation, workflows, and process maps., • Support compliance and record-retention discussions and document key operational controls., • Coordinate meetings with stakeholders in the U.S. and Europe (early mornings for Germany/UK collaboration)., • Assist in translating business requirements into system specifications and technology needs., • Support validation activities and assist with UAT planning where required. Work Breakdown (Approximate) • 33% Documentation – requirements, workflows, compliance documentation, • 33% Stakeholder Meetings – requirements gathering, workshops, reviews, • 33% Analysis – gap analysis, process design, validation support Required Qualifications • 5+ years of experience as a Business Analyst within banking or financial services., • Experience in operations, settlements, trading support, or compliance., • Strong requirements gathering, process mapping, and documentation skills., • Excellent written and verbal communication abilities., • Experience working in a Waterfall project environment., • Proficiency with Windows 11 and standard BA tools (Visio, Excel, PowerPoint, etc.). Preferred Qualifications • Experience in Broker/Dealer or new business unit setup (preferred, not required)., • Background in technology (e.g., prior developer experience or strong IT collaboration)., • Experience with compliance, record retention, or regulatory projects., • Familiarity with working across multiple time zones and international teams. Work Arrangement • Hybrid schedule with approx. 3 days onsite in Midtown, NY., • Early morning availability for European stakeholder meetings., • 5+ years of experience as a Business Analyst within the financial services industry., • Prior experience supporting projects in Broker/Dealer, Trading Operations, Settlements, Wealth Management, or Compliance environments., • Strong understanding of business processes within financial operations., • Excellent written and verbal communication skills., • Experience working within structured (Waterfall) environments., • Proficiency with Windows 11 and standard business analysis tools (Visio, Excel, PowerPoint, etc.).

Job DescriptionCompany Description About KIPP TEAM and Family KIPP TEAM & Family is our network office that includes support teams - such as Leadership Development, Recruitment, Advocacy, Facilities, Finance, HR and more - dedicated to empowering our schools and ensuring the success of KIPP students throughout New Jersey and Miami. Our schools are part of the nationally recognized “Knowledge Is Power Program” network of free, open-enrollment, college-preparatory public schools dedicated to preparing students for success in college and in life. The first KIPP New Jersey school opened in Newark in 2002 and since then our school network has expanded to educate 8,684 students in grades K-12. By 2027, KIPP New Jersey will provide a world-class education to over 10,300 students across Newark and Camden. To learn more, visit . In 2018, we grew our KIPP community in response to a need for high-quality school options for students in Greater Miami’s Urban Core communities. That led to the creation of KIPP Miami, which currently educates more than 1,200 students in 2 schools, with plans to reach 5,800 students by 2026. By offering highly effective educators with strong bonds to families, more time in school learning, services that support a variety of student needs, and a culture focused on achievement, our students in New Jersey and Miami are on the path to and through college, career, and choice-filled lives. Job Description About This Role KIPP Team & Family is at an inflection point in our fundraising work. We have ambitious goals, a committed team, and strong mission alignment—but we want to significantly level up our fundraising infrastructure, systems, and practice to raise $10M+ annually across both states. We’re looking for an experienced fundraising leader who can be both strategist and builder: someone who will roll up their sleeves to strengthen our operations, develop our team’s capabilities, and model excellent major gifts practice—all while helping us grow revenue and build a sustainable, professionalized fundraising operation across New Jersey and Florida. This is a “build the plane while flying it” opportunity for someone who gets energized by developing people, fixing systems, and creating something stronger than what exists today. Who You’ll Work With You’ll report to the Chief Growth & Advancement Officer, who oversees Development, Advocacy, and Growth across both states. You’ll directly manage our Director of Institutional Giving and Manager of Development Operations, and provide coaching and professional development support to our state-based advancement directors. Our team is hardworking, mission-driven, and knows our work deeply, but have varying levels of experience in their fundraising careers. You and the CGAO will be the most senior fundraising practitioners on the team, and people will look to you both to raise the bar on what excellent fundraising looks like. What Success Looks Like In Year One, you will: • Stabilize and strengthen our core fundraising systems (Raiser’s Edge, reporting, donor tracking, finance coordination) working closely with our operations manager, • Establish baseline metrics and accountability rhythms that drive consistent activity and results, • Assess the team’s capabilities and design a professional development roadmap that addresses our highest-leverage gaps, • Build and manage your own portfolio of major donor relationships (25-40 donors), modeling best-in-class cultivation, solicitation, and stewardship, • Create annual and multi-year fundraising plans that are ambitious, realistic, and aligned with current philanthropy trends, • Deepen training and coaching as systems stabilize and the operations function matures, • Scale effective practices across both states, • Expand portfolio strategies and increase the team’s major gifts capacity, • Position the organization to meet and exceed increasingly ambitious revenue goals What You’ll Do Build Fundraising Excellence and Capacity • Provide hands-on coaching, training, and professional development to fundraising staff across multiple disciplines: major gifts, institutional giving, events, stewardship, cultivation, and donor relations, • Model best practices through your own portfolio work—demonstrating what excellent donor engagement looks like in real time, • Evaluate and upgrade our full stack of fundraising materials, event plans, cultivation strategies, and donor communications to meet industry standards, • Work alongside the CGAO to ensure our strategies are ambitious, evidence-based, and calibrated to efficiently meet/exceed goals Strengthen Systems and Operations • Partner closely with the Manager of Development Operations to troubleshoot, build, and implement fundraising systems and tools that drive week-to-week productivity, • Help develop the operations manager’s skills and capabilities so they can increasingly own day-to-day systems management, • Design and implement frontline fundraiser metrics that create accountability, track progress, and foster a collegial, results-oriented culture, • Ensure our systems for internal collaboration—especially with finance—are accurate, timely, and sufficiently detailed Manage Revenue and Relationships • Build and manage a portfolio of 25-40 major donor relationships, generating significant revenue while demonstrating cultivation and solicitation best practices for the team, • Partner with state directors on their most complex donor relationships and opportunities, • Directly manage the Director of Institutional Giving and Manager of Development Operations, • Serve as a proxy for the CGAO on decision-making when needed Drive Planning and Collaboration • Lead annual and multi-year planning for Development, incorporating input from the CGAO and state directors, • Serve as the primary liaison between Development and Finance, ensuring we provide timely, accurate data and maintain strong cross-functional relationships, • Identify and sequence capacity-building priorities, making strategic choices about where to invest time and resources for maximum impactQualifications Who You Are Required Experience and Qualifications • 10+ years of progressive fundraising experience** in nonprofit organizations, with significant time in multi-site or complex organizational environments, • Proven track record** of personally raising major gifts ($1M+) and meeting/exceeding ambitious revenue goals, • Demonstrated experience building fundraising infrastructure**—you’ve strengthened systems, established metrics, and created processes that didn’t exist or weren’t working before, • Track record of developing fundraising talent**, particularly with staff who are earlier in their careers or transitioning into fundraising roles, • Strong technical skills** with donor databases (Raiser’s Edge experience strongly preferred), CRM systems, wealth screening tools, and data reporting, • Hands-on experience** with budget development, financial reporting, and cross-functional collaboration with finance teams, • A builder mentality: You’re energized by creating something better than what exists today, not just maintaining what’s already working, • Genuine talent for teaching: You can break down complex fundraising concepts, model skills effectively, and give feedback that helps people grow, • Patience and persistence: You understand that capacity-building takes time and you’re willing to be hands-on when needed, • Strong donor instincts: You know how to read people, build authentic relationships, and create compelling cases for support, • Systems thinking: You can see how pieces connect, identify bottlenecks, and design solutions that address root causes, • Flexibility: You can shift between strategic thinking and tactical execution, between coaching a team member and cultivating a major donor, • Experience in planning and executing fundraising events, including galas, • Familiarity with planned giving vehicles and campaign strategies, • Experience working across multiple geographic regions or sites, • Background in education nonprofit fundraising What You Should Know This role requires: • Travel to support events, donor meetings, and team collaboration across New Jersey and Florida (expect 15-25% travel), • Flexibility in prioritizing—some weeks will be donor-facing, others will be systems or coaching-intensive, • Giving you the authority to make decisions and set priorities, • Being realistic about what can be accomplished and supporting thoughtful sequencing of work, • Investing in this team’s development—this isn’t a one-person rescue mission Additional Information Compensation & Benefits KIPP Team & Family offers a market-competitive salary range of $185,000-$210,000. Salary ranges at KIPP are set based upon the role level and function using benchmarks in the education and non-profit sector and allow for growth within the role. Individual compensation within this range will be set based on a variety of factors, including but not limited to: relevant professional experience and qualifications; education, skills and training; and market conditions. In addition to a competitive salary, we a generous benefits package including, but not limited to, the following: • Robust benefits that include medical, dental, and vision, • Optional participation in the KIPP NJ 403b retirement plan, including matching contributions, • A school-issued laptop, • Transportation benefits for TEAMmates commuting into Newark from the New York City area, • Generous Time-Off including 3.5-4 school vacation weeks (depending on the year), allocated sick and personal days, and an extended summer break, • Up to 12 weeks 100% parental leave for primary caregivers, • Employer paid life insurance #LI-NJ

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About the Team & Role: The Settlement Associate is responsible for clearance and settlement of various products in the US and International markets. Working knowledge of Equity, DTCC, NSCC, and back-office operation is a plus. Associate will work closely with other groups across Operations, Sec Lending, Trading ops and Compliance. The ideal candidate is a self-starter with exceptional attention to detail and the ability to work independently under tight deadlines. This role must be based at the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. What You’ll Do: • Daily clearance and settlement of Equity., • Ensure timely settlement of trades., • Instruct, monitor, and settle both free of payment and payment balance order., • Security master updates and corporate action processing., • Monitor and resolve suspense items and investigate position breaks, • Liaise with Middle Office to remediate any settlement issues., • Liaise with counterparties regarding unmatched trade instructions/details and escalate issues in a timely manner., • Support the business to process requests timely and efficiently., • Proactively mitigate risk by reviewing and improving procedures and processes., • Generate and save various settlements reports that must be distributed to various teams., • Understands and follows all Regulatory and Compliance guidelines., • Understanding of RegSHO 204 and 15C3 segregation rule is a plus., • Collaborate with IT to identify and implement improvement opportunities. What You Bring: • 2+ years of experience in Back Office (Clearing, Corporate Actions, Settlements, etc.), Banking, Brokerage, Financial, and/or Operations environment, • Bachelor’s Degree or equivalent experience in Finance, • Familiar with Financial Markets and instruments, specifically Equities and Options, • Knowledge of basic accounting principles, • Solid analytical and problem solving skills, • Great interpersonal skills, • Excellent communication skills (written and verbal), • Strong attention to detail, • Able to work with and coordinate with team members within the department as well as other areas of Operations, • Highly organized and able to prioritize multiple tasks with minimal overview, • Strong to moderate skills in Microsoft Excel (Able to create spreadsheets, write Macros, run Pivot Tables, Etc.), • Any prior experience in Corporate Actions, DTC settlements, Securities Lending and/or Account Transfers (ACATS) preferred What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $80,000 - $110,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. Requirements • Conduct investigations into new accounts and trading as per MFI’s procedures, • Assist in implementing AML/KYC risk assessments and review processes for high-risk clients, • Participate in all regulatory and compliance related projects, • Lead team in trade surveillance of all trading and products, • Utilize provided tools on a daily basis to ensure no “bad actors” are trading in MCI systems/accounts, • Report and/or act on any deviation in trading that might be or is a regulatory concern, • Assist in registration and management of FINRA Gateway, • Perform reviews of email and other electronic communications, • Perform reviews of outside business activities, • Perform reviews of outside trading accounts, • Assist in the review process of marketing materials, • Review PerformLine data and issues and resolve, • Review Red Oak requirements for the Business Development team. Ensure they are completed., • Perform reviews of marketing team submitted materials, • Review Social Media Posts in Smarsh Skills/Qualifications: • Bachelor’s degree preferred, or equivalent combination of education, training, and experience, • FINRA Series 7 & 24 required (Series 4 preferred; will be required within 90 days of starting position), • 3-5 years of industry experience, • Strong interpersonal and written communication skills, • Highly motivated with capability to work with minimum supervision, • Must be a team player, willing to collaborate, • Ability to prioritize and multitask effectively under pressure and excellent organizational and time management skills are essential Benefits • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $120,000-$150,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job DescriptionTitle: Ops Professional (for Billing Function) Location: New York, NY (4 Days Onsite) 6-12Months& Job Description We are seeking a highly skilled and detail-oriented Senior Billing Specialist with extensive experience in the Asset Management industry. The role requires deep expertise in managing end-to-end billing cycles, including fee calculation, AUM data aggregation, reconciliation, and invoice generation across a variety of fund structures and distribution channels. The ideal candidate has hands-on experience with advanced billing tools, custodial platforms, and reporting systems, and can seamlessly translate complex fee arrangements into accurate billing outputs. This individual will play a critical role in strengthening our billing governance framework, enhancing automation, reducing revenue leakage, and ensuring timely and error-free invoicing for institutional, intermediary, and private wealth clients. End-to-End Billing Management * Lead the monthly, quarterly, and annual billing cycles across mutual funds, SMAs, hedge funds, and private equity vehicles. * Review and calculate management fees, admin fees, performance fees, breakpoints, and waterfall structures. * Maintain and update client-specific billing instructions, fee schedules, side letters, and negotiated terms. Data Management Reconciliation * Aggregate AUM/holdings data from multiple custodians (LPL, Schwab, Fidelity, Pershing, etc.) and ensure consistency with internal systems. * Perform in-depth reconciliations between: * Custodian feeds * Internal books records * Pricing NAV systems * CRM/contract repositories * Identify and resolve discrepancies proactively to ensure accurate billing outputs. Billing System Operations * Operate and enhance workflows in billing engines such as: * Revport * Eagle/Advent APX Billing * Salesforce (contract modules) * Workday Financials or Oracle/NetSuite billing modules * Configure rules, rate cards, fee tiers, client hierarchies, and exception logic in the billing platform. * Partner with technology teams to drive automation and reduce manual touchpoints. Invoice Reporting * Generate, validate, and deliver invoices for institutional clients, distributors, wealth platforms, and sub-advisory relationships. * Coordinate with finance on revenue recognition and ensure alignment with GAAP and internal controls. * Maintain dashboards and MIS covering billed revenue, accruals, write-offs, and client-level profitability. Process Governance Client Interaction * Serve as the subject-matter expert for billing queries from clients, auditors, relationship managers, and compliance. * Enhance billing policies, documentation, SOPs, checklists, and control frameworks. * Contribute to continuous improvement initiatives, including workflow redesign and automation using tools like Power BI, Alteryx, Tableau, or Python-based scripts. Qualifications SkillsMandatory Experience * 8+ years in a billing or revenue operations role within an Asset Management, Wealth Management, or Fund Administration organization. * Strong understanding of fund structures, AUM feeds, custodial platforms, and fee mechanics. Technical Tool Proficiency * Experience working with at least one major billing system (Revport, APX Billing, Workday, Oracle, SAP, or custodian billing engines). * Familiarity with data extract and reconciliation tools: * Alteryx * Power BI / Tableau * Excel (advanced — macros, pivoting, lookups, modeling) * Experience with document management or contract systems (e.g., Salesforce, SharePoint). Functional Expertise * In-depth understanding of investment products (equity, fixed income, alternatives, SMAs, model portfolios, multi-asset funds). * Strong command of fee structures: standard management fees, tiered breakpoints, performance fees, incentive fees, hurdle rates, distribution fees, platform fees, and negotiated institutional terms. * Knowledge of billing-related controls, audit trails, and compliance requirements. Soft Skills * Exceptional attention to detail and accuracy in a high-stakes financial environment. * Strong analytical and problem-solving mindset. * Ability to communicate clearly with internal teams, tech partners, auditors, and high-value clients. * Ownership mindset with ability to thrive in fast-paced, deadline-driven environments. Preferred Experience (Nice to Have) * Background in hedge fund or private equity fee calculations. * Exposure to custodial billing for platforms. * Experience in revenue assurance or fee leakage analysis. * Prior involvement in migration or system-implementation projects for billing engines.

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

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Events Marketing Manager LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $110,000 - $130,000 annually + bonus (based on NYC, will be adjusted for geo) The Role: The Events Marketing Manager will be the central operational engine for Canoe’s events calendar, responsible for the planning, execution, and detailed post-event analysis and follow-on engagement of all sponsored, hosted, and virtual events. This role ensures that every event, from major industry conferences to Canoe-hosted roadshows, runs seamlessly and maximizes our return on investment. You will manage complex logistics, vendor relationships, and cross-functional coordination (with Sales, Relationship Management, Business Development, Product, Product Marketing, and Executive Leadership) to ensure event activities translate directly into quality leads, pipeline generation and acceleration, and client retention. This position requires meticulous attention to detail, strong project management skills, and a data-driven approach to event evaluation. What You’ll Do: • Own Client Conference & Roadshows: Lead significant internal events like the Summer Social and the first-ever Client Conferences in the US and supporting EMEA events, including booking space, managing invitations, securing catering, coordinating keynotes and content tracks, and handling on-site logistics., • Manage Event Logistics & Coordination: Take ownership of the full events lifecycle, including maintaining the internal event calendar, triaging new sponsorship opportunities, and managing all internal and external coordination for 50+ in-person and virtual events annually., • Lead Event Conception & Planning: Develop and implement end-to-end event strategy, including planning and logistics for events of all tiers, creating internal logistics pages and Slack channels, hosting prep calls, developing event-by-event themes and action plans, and designing creative activations., • Oversee Vendor and Swag Management: Manage all vendor relationships (e.g., shipping, on-site contractors, swag providers), handle the ordering, fulfillment, and tracking of all event materials, and manage inventory through the ElitExpo platform., • Run Virtual Event Production: Set up and manage virtual event spaces, customize branding, oversee the registration process, ensure data is captured correctly in Salesforce/Hubspot, train presenters on platform usage, and moderate/produce the live event., • Manage Event Promotion: Coordinate with the Growth and Corporate teams on supporting ad and email campaigns, own organic promotion across channels (LinkedIn, website), and manage all invitation and post-event follow-up email processes., • Drive Post-Event Evaluation: Create and host internal debriefs to capture learnings and feedback, and lead the annual calendar discussion with data-driven recommendations to continuously improve strategy and maximize ROI., • Ensure Data Attribution: Partner closely with Growth Marketing and RevOps to create pre-event campaigns, ensure accurate lead capture during the event (via lead scanners), and oversee the post-event upload of lead data into Hubspot/Salesforce, ensuring proper campaign association and accurate opportunity attribution. What We’re Looking For: • Travel: Flexibility to travel for on-site management of key events, roadshows, and conferences as needed (15% travel expected)., • Experience: Proven experience (likely 4-5 years) in a field marketing or events specialist role, managing complex B2B event logistics (both in-person and virtual/webinar formats) and budgetary negotiations., • Project Management Expertise: Exceptional organizational and project management skills with meticulous attention to detail and the ability to manage multiple complex projects simultaneously., • Technical Proficiency: Direct experience setting up and managing registration systems for virtual events and a strong working knowledge of CRM/Marketing Automation platforms (e.g., Salesforce and Hubspot) for lead management and campaign tracking., • Data-Driven Focus: A strong understanding of event metrics, lead attribution, and the ability to run post-event reports, define success touchpoints, and bring rigor to ROI evaluation., • Vendor Management: Demonstrated experience managing vendor relationships, handling inventory, and overseeing the ordering and fulfillment process for event materials and swag., • Communication & Collaboration: Excellent written and verbal communication skills, with proven ability to collaborate effectively with cross-functional stakeholders, including Sales, Business Development, Growth Marketing, and Product Marketing. What You’ll Get: • Medical, dental, vision benefits, • Flexible PTO, • 401(k), • Flexible work from home policy, • Home office stipend, • Employee Assistance Program, • Gym/Wifi reimbursement, • Education assistance, • Client First —> Listen, and deliver client-centric solutions, • Be An Owner —> Take initiative, improve situations, drive positive outcomes, • Excellence —> Always set the highest standard for yourself and others Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

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

Job Description Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail brokerage and advisory firm focused on the micro to mid-cap (public & private) markets. We provide a broad range of investment banking services, fee-based investment advisory services, trading, marketing making, and financial products to our clients. Paulson is seeking to add Private Equity Investment Sales Associates, registered investment advisors, financial sales professionals, and proven producers to provide wealth management services and sell investment banking products to institutions and high net worth individuals. For the right candidates with prior sales or financial industry experience the firm is also looking for junior, mid-level, and senior candidates that we will sponsor for the Series 7, 63, 65, and/or 66 and provide training and partnerships with established Private Equity Investment Sales and Investment Advisory team members. The firm's emphasis includes products such as private investment in public equity (PIPES), registered direct offerings, Regulation D offerings, secondaries, and initial public offerings (IPOs) with an emphasis on emerging companies in the biotechnology and technology industries. This is a commission-based position, though draw packages are available for those with existing books of business and other qualifying candidates. About You · Two or more years of client-facing experience · FINRA Series 7/63 and 65 or 66 · Experience in Center of Influence marketing · Excellent communications and persuasion skills · Self-motivated, high energy · Transferable book of business highly desired All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. PIC is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Job Type: Full-time Benefits: • 401(k), • Dental insurance, • Flexible spending account, • Health savings account, • Military leave, • Professional development assistance, • Vision insurance Work Location: In person Company DescriptionPaulson Investment Company, LLC is a highly esteemed investment banking firm focused on the small to mid-cap markets. For over 50 years, we have been committed to leveraging our capital markets capabilities to aid our clients in achieving their strategic and financial objectives. We’ve built our firm on long term relationships and enduring values, establishing a national reputation for vision, integrity and innovation.Paulson Investment Company, LLC is a highly esteemed investment banking firm focused on the small to mid-cap markets. For over 50 years, we have been committed to leveraging our capital markets capabilities to aid our clients in achieving their strategic and financial objectives. We’ve built our firm on long term relationships and enduring values, establishing a national reputation for vision, integrity and innovation.

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Role: We are hiring a high-performing Senior Account Executive to drive new business across enterprise and strategic accounts. We’re a product-first company with significant commercial traction and continually reinvest in our product. As an Arch Senior Sales Director, you will play a pivotal role in meeting, understanding, and serving core accounts to accelerate our market presence and revenue growth. At Arch you will: * Build relationships with the people inside family offices, institutions, investment advisors, and other financial firms who allocate capital and would greatly benefit from the Arch platform * Manage end-to-end client acquisition process - including lead generation, qualification, product demonstration, and conversion * Collaborate cross-functionally with Partnerships, Product, Operations, and the Executive Leadership team to acquire and attract new clients * Learn from every interaction, bringing market insights to Arch Engineering and Operations to improve the core product continually. Reach out to us if you: * Have 5-7 years of experience selling Fintech or other SaaS products, preferably in a growth-stage startup environment. * Experience closing complex deals with a consultative sale. * Have consistent quota attainment or a track record of success. * Seek massive opportunities, jump on them, and take initiative. * High energy, love talking to people, and want to work on complex customer problems. * Are obsessed with personal growth and feedback – you improve every day and will be given the tools to do so. * Will put in the work to understand each client’s needs and help them make the most informed decision of what’s in their best interest. When clients are properly informed, they choose Arch. * Take a long-term perspective and uphold Arch's brand and relationships with potential partners above all else. There are two degrees of separation between most potential clients. * Want to hustle alongside an ambitious team to have an impact. You’re energized by deep understanding of your customer’s problems, helping them, and will not stop until you solve them. * Excited by working late and where you get to solve meaningful problems. * Have a consultative and problem-solving mindset (we are not a super salesy organization). Bonus points if you: * Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field. * Possess deep understanding of Alternative Investments industry trends, products, and services. * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s. A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $300K - $400K

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. The Role We’re hiring a Business Development Representative to join our growing sales team. In this role, you’ll be responsible for generating new business opportunities, engaging prospective clients, and helping drive the top of the sales funnel. You’ll collaborate closely with Sales Directors, Marketing, and Operations to identify, qualify, and develop high-quality leads across our target markets - from family offices and wealth managers to large financial institutions. This is an ideal role for someone who is curious, driven, and eager to build a career in sales at a fast-growing fintech company. What You’ll Do * Conduct outbound prospecting through email, phone, LinkedIn, and other channels to engage potential clients * Qualify inbound and outbound leads, identifying key decision-makers and assessing fit * Schedule and coordinate introductory meetings between prospects and Sales Directors * Research target accounts and tailor outreach with relevant insights and value propositions * Maintain accurate activity and pipeline data within Salesforce, ensuring the sales funnel remains clean and up to date * Partner with Marketing to execute and follow up on campaigns and events * Support the development of prospecting materials and messaging to refine outreach effectiveness * Track performance metrics (response rates, conversion rates, pipeline creation) and identify ways to improve * Collaborate with teammates across Sales and Operations to ensure a smooth handoff from first contact to closed deal * Help create and maintain sales materials, organize conferences and client events, and support day-to-day sales operations * Maintain and enhance sales tools including Salesforce and Attention and assist in evaluating new platforms to support the team * Take initiative on ad hoc projects and jump in wherever needed to help the sales organization operate effectively What We’re Looking For * Bachelor’s degree or equivalent experience * Excellent organizational skills and attention to detail * Strong written and verbal communication skills * Proficiency with Google Suite (Slides, Sheets, Docs); * Experience with Salesforce * Eagerness to learn, contribute, and thrive in a fast-paced environment * A proactive, “roll-up-your-sleeves” attitude - you enjoy taking initiative and wearing A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $100K - $110K

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

Job Description Are you poised to elevate your real estate career with a remarkable opportunity? Join Jersey Property Group Realty and unlock a world of limitless possibilities! At Jersey Property Group Realty, we are on an exciting journey of expansion and success, breaking through traditional boundaries. We face an exhilarating challenge: more opportunities than we can currently manage! Our innovative approach and dynamic digital lead generation system have propelled our team to unprecedented heights. As a result, we have emerged as one of the fastest-growing real estate firms in the industry. What distinguishes Jersey Property Group Realty: A Wealth of High-Quality Leads: Bid farewell to the struggle of finding clients; we provide a consistent stream of qualified leads directly to you. Exceptional Support: Our top-tier mentors and management team guide you to success with premium marketing resources and sales support. Operational Excellence: We manage backend paperwork, allowing you to focus on your core responsibilities as an agent. Mastering Prospect Conversion: Our proven training system caters to all experience levels, transforming you into a prospect conversion expert. Are you the ideal fit for Jersey Property Group Realty? • A Self-Motivated Professional: We seek driven, self-motivated individuals for rewarding full-time sales positions., • Energetic Supportive: If you love connecting with people and have a genuine passion for helping others, this career is perfect for you., • Consistent Prospect Engagement: Maximize sales potential by actively engaging with prospect opportunities., • Building Client Relationships: Understand clients' needs to create additional sales opportunities., • Professional Buyer Seller Advisory: Connect clients with their dream properties through strategic consultations., • Showcasing Properties: Organize open houses to engage potential buyers and showcase our portfolio., • Efficient Deal Coordination: Oversee property transactions for smooth and timely experiences for all parties involved., • Business Development: Leverage your skills to attract new clients and grow our business., • Previous Sales Experience (Preferred): While beneficial, prior sales experience is not mandatory., • Tech-Savvy: Embrace innovative tools and systems in today's tech-driven real estate landscape., • Exceptional Communication Relationship Building: Excel in communication, negotiation, and professional networking., • Ambitious Self-Driven: Exhibit internal motivation, ambition, and readiness to overcome challenges., • Organized Efficiency-Oriented: Maintain organization and demonstrate excellent time management skills., • Active Real Estate License (Required): A current Real Estate License is essential. Job Type: Full-time Pay: $48,226.91 - $196,492.21 per year Benefits: Flexible schedule Schedule: Monday to Friday, Self-determined schedule, Weekend availability Supplemental pay types: Bonus pay, Commission pay

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. About the Role We are seeking a highly motivated, well-connected Director of Prime Brokerage Sales to lead Alpaca's expansion across professional and institutional trading segments. This role is ideal for someone with a proven book of business or deep relationships across hedge funds, proprietary trading firms, family offices, and high-net-worth traders. You will be responsible for building and scaling Alpaca's institutional revenue base — driving adoption of our API brokerage, clearing, and global multi-asset infrastructure. You'll leverage your existing network to accelerate growth while also developing new channels through strategic partnerships, events, and data-driven outreach. This is a high-impact, quota-carrying role in a fast-paced environment that demands ownership, market knowledge, and strong relationship management. Key Responsibilities • Pipeline Origination & Relationship Expansion: Develop and grow a qualified pipeline of institutional and professional trading clients through existing relationships, conferences, and industry networks., • Full-Cycle Institutional Sales Ownership: Lead all stages of the sales cycle — prospecting, qualification, consultation, proposal, negotiation, and closing., • Revenue & AUM Growth: Drive measurable increases in transaction volume, assets under management, and fee-based revenue across global markets., • Market Expertise & Consultative Selling: Translate deep understanding of trading technology, API integration, and market microstructure into tailored value propositions for each client type., • Strategic Partnership Building: Collaborate with fintechs, brokers, and trading platforms seeking to embed Alpaca's infrastructure into their stack., • Cross-Functional Leadership: Partner with Marketing, Product, and Customer Success teams to refine institutional go-to-market strategy and ensure seamless onboarding., • Data-Driven Insights & Reporting: Maintain accurate forecasts, pipeline health metrics, and CRM hygiene; regularly report performance insights to leadership. Who You Are (Must-Haves) • 7+ years of institutional or professional trading sales experience, preferably at a prime broker, agency broker, clearing firm, or fintech infrastructure provider., • Existing book of business or established relationships within hedge funds, proprietary trading groups, RIAs, family offices, or HNW traders., • Demonstrated track record of exceeding quotas and closing complex B2B or institutional deals., • Strong understanding of trading workflows, APIs, market structure, and multi-asset execution (equities, options, and digital assets)., • Confident communicator capable of engaging C-level executives, fund managers, and tech decision-makers., • Entrepreneurial, strategic, and comfortable selling in unstructured, early-stage environments., • Series 7 (or relevant local securities license). Nice-to-Haves • Experience selling brokerage or clearing infrastructure, OEMS, FIX/API connectivity, or market data services., • Knowledge of broker-dealer regulations (FINRA, NFA)., • Bachelor's degree in Finance, Economics, or a related discipline., • Startup mindset — thrives in a fast-paced, high-growth and global environment. What Success Looks Like • Within 90 days: Establish key prospecting cadence, identify high-conversion opportunities from your existing network, and close first strategic accounts., • Within 6 months: Drive consistent revenue from institutional clients, expand trading volume, and influence Alpaca's institutional GTM strategy., • Within 12 months: Build a sustainable institutional portfolio contributing to Alpaca's global market leadership in API-driven brokerage infrastructure.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 DescriptionWe are a full-service community bank with branch locations in New York and New Jersey. Each day, Northfield Bank upholds our mission to be the financial institution of choice for individuals and businesses by delivering innovative products and exceptional customer service. Founded in 1887, the Bank has always been proud of being “locally grown,” and credits our strength to our dedication to our customers and the communities that we serve. Title: Branch Supervisor Location: Staten Island, NY Branch: Great Kills Job Status: Full Time Job Summary: Partner with the Branch Manager and Assistant Branch Manager to ensure efficient operations of the branch. Act as first level supervisor, assisting all Tellers with job-related questions and coordination of all sales-related actions. Ensure teller staff is operating in compliance with Bank policies and procedures. Coach and mentor Teller staff in building relationships through referrals and cross-selling Bank products and services. Responsibilities Include: • As first level supervisor, assist all staff with any job-related questions, ensuring staff is operating in compliance with Bank policies and procedures. Partner with Assistant Manager and Branch Manager, and assume authority in their absence, to ensure daily branch operations are being conducted in a responsible and sound manner, in accordance with all applicable laws, regulations and guidelines, • Monitor and approve customer transactions, manage the teller area, schedule and staff employees appropriately, complete daily proofing of all branch-related areas, review daily reports of customers activity and complete any paperwork as required for Compliance and Bank Secrecy Act (BSA) purposes, • Ensure dual control procedures are enforced at all times, including proper oversite of branch cash, vault and teller cash management, and internal and external shipment of cash, • Monitor procedures involving non-deposit products, such as wealth management and retirement planning investments, to ensure compliance within these areas, • Complete periodic internal branch audits, • Ensure all branch security procedures are being followed appropriately and effectively, including daily branch opening and closing procedures, • Ensure compliance with all relevant Bank policies and procedures, • Maintain a working knowledge of all products and services to assist in answering questions from staff and customers, • Train and develop staff toward procedural compliance, goal achievement and exceptional customer service, • Coach and mentor staff in building relationships through referrals and cross-selling Bank products and services. Clearly communicate expectations of job performance and hold staff accountable for performing against expectations and goals, • Actively participate in performance management process for staff, completing performance evaluations and proactively addressing performance issues, • In partnership with Human Resources, manage the hiring, training and retention of staff, • Cross train in all positions within branch and perform any operations duties, as needed, during peak periods or to maintain coverage, • Lead by example by modeling appropriate sales techniques to staff., • Consistently cross-sell and refer bank products and services to contribute to branch sales goals, including deposit growth, loan growth, fee income growth and investment growth., • Execute on sales opportunities by making product suggestions based on customer needs and referring to the appropriate branch or external representative (deposits, loans, investments, debit cards, and merchant Services OTM), • Assist in customer outreach by managing, assigning and conducting outbound phone calls, to educate and inform customers about additional products and services available to them., • Proactively strive to retain and grow the current customer base by providing efficient daily operations of the branch and exceptional customer service, • Maintain clear and open communication between branch management and staff, actively listen to staff when questions are raised, and cascade important information both up to management and down to staff members in a timely manner, • Promote Northfield Bank in the communities we serve, through involvement in community-based organizations and participating in community events and company-sponsored events, • Demonstrate professionalism at all times by maintaining a positive and respectful demeanor even during challenging situations, • Professional work attire must be worn at all times, following our HR manual guidelines • Assignment to a specific branch is always based on business need. Northfield Bank may transfer an employee to another branch at any time. Job Requirements: • High School Diploma or equivalent required, • Two-year college degree or 2+ years banking experience, including supervisory experience, • Proficient with all Teller-related functions, including cross-selling bank products (1+ years’ experience required. 2+ years’ experience preferred.), • Good interpersonal and problem solving skills (1+ years’ experience required. 2+ years’ experience preferred.), • Good computer skills (1+ years’ experience required. 2+ years’ experience preferred.), • Ability to multi-task effectively (1+ years’ experience required. 2+ years’ experience preferred.), • Supervision of staff (1+ years’ experience required. 2+ years’ experience preferred.), • Operating an Adding Machine required, • Must be able to stand for prolonged periods of time, • Ability to lift and transfer coin bag (approximately 30 lbs.) Northfield Bank is an Equal Employment Opportunity Employer Minorities/Females/Protected Veterans/Individual with Disabilities/Sexual Orientation/Gender Identity Pay Range: $24.00-$31.00 per hour Non-exempt

Job Description Who We Are: Click Therapeutics, Inc., develops, validates, and commercializes software as prescription medical treatments for people with unmet medical needs. As a leading innovator of Digital Therapeutics™, Click delivers accessible, clinically proven, FDA-regulated prescription treatments to the smartphone in your hand. Click's treatments are defined by a commitment to applying technical and scientific rigor and patient-centric design to the development process. This results in uniquely engaging experiences that achieve compelling clinical outcomes for patients seeking new treatment options. Click Therapeutics continuously expands and refines its platform with novel cognitive, behavioral and neuromodulatory mechanisms of action and advanced data-driven tools such as artificial intelligence and machine learning. The digital therapeutics under development on Click's platform address diverse areas of therapeutic need, including indications in psychiatry, neurology, oncology, immunology, and cardiometabolic diseases. Consistently named a best place to work, Click fosters an inclusive, diverse workforce of innovators, clinicians, scientists, researchers, designers, technologists, engineers and more, united in a common mission to provide patients everywhere access to safe and effective prescription digital therapeutics. For more information, visit and connect with us on LinkedIn. About the Role: We are looking for a Product Solution Architect to lead the conception and definition of new digital therapeutic products during the partnership development process including showcasing our capabilities and educating potential partners about the value and capabilities of our solutions. This individual must be adept at identifying and evaluating new opportunities, meeting with potential partners and customers to understand their needs, and translating that understanding into viable, engaging product concepts. Click's software and technology is pioneering in health care which requires this role to collaborate with multiple experts such as clinicians, scientists, product designers, software engineers, and commercial leaders. You will be at the forefront of our innovation efforts, responsible for shaping the next generation of our products. 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: • Lead the product conceptualization and scoping process for new product concepts that deliver therapeutic value to our patients and partners in collaboration with scientific, business, and engineering leaders., • Lead product concept definition, establish clear requirements, and develop product roadmaps for new initiatives., • Meet with potential partners, customers, and internal stakeholders to gather insights, define project scope, and build strategic alignment., • Deliver product demos, facilitate workshops, and represent product and technical capabilities externally., • Serve as the primary point of contact for Technical Due Diligence conversations demonstrating a strong understanding of product design, engineering, cybersecurity, data infrastructure, and AI/ML concepts, • Develop and manage project and product estimations, creating timelines and roadmaps to ensure timely development and testing of new concepts., • Deeply understand and synthesize the complexities of the healthcare environment, including patient journeys and clinical workflows, to identify high-potential product opportunities., • Develop Compelling Narratives and Visuals supporting creation of visually engaging presentations, collateral, and prototypes that clearly articulate platform and product vision, technical feasibility, and value propositions to both technical and non-technical audiences., • Create prototypes using GenAI or low code tools to validate or visualize patient treatment concepts and drive interest, • Lead rapid user and market research to rapidly deepen our understanding of a product concept, market, or patient population, • Interface with scientific and commercial collaboration partners throughout the initial design and development of new product opportunities., • Drive ongoing process improvements to continually improve our Go to Market, Product Concept, and Estimations process, • Identify opportunities to utilize and implement AI tooling to improve ongoing processes, • 7-10+ years of experience working in a Product Management, Solutions Engineering, or a similar cross-functional role in an agile environment for mobile or software products., • 5+ years working in Healthcare, ideally in a digital health or regulated environment, • Experience meeting with external customers or partners to define technical and product requirements., • Experience using GenAI tools and developing LLM-enabled processes for ongoing process improvement, • Background or previous experience in neuroscience, psychiatry, psychology, behavior change, digital health or a related field., • Proven ability to work on cross-functional teams to deliver software applications., • Excellent verbal and written communication skills to define product requirements, create project estimates, and work effectively with stakeholders and upper management., • Strong technical leadership, project management, business analysis, and analytical problem-solving skills., • Experience translating technical concepts and solutions to non-technical and executive audiences., • Experience conducting user research through both qualitative and quantitative methods., • Experience in a client-facing or business development role within a technical environment. The base salary range for this position is between: $180,000 - $225,000. The final base salary will be dependent upon skills, experience and location. In addition to the base salary, Click Therapeutics offers an annual performance-based cash bonus and a generous equity package. Benefits: The role includes great benefits and is an excellent wealth-building opportunity at a fast-growing pre-IPO company in a nascent and extremely exciting space. Competitive Salary with Annual Review | Cash Bonus | Stock Options | 5% 401(k) matching | Medical | Dental | Vision | Life Insurance | Voluntary Benefits | Unlimited PTO | Uber One | Nectar Rewards | One Medical | Fertility Support | Fitness Reimbursement | Bike Membership | Professional Development Stipend | DoorDash and Catered Lunches | Parent Benefits | LinkedIn Learning | Gemini Enterprise Stack | Industrious Workspaces | Commuter Subsidies | Flexible Work Arrangement | Choice of Mac or Windows | Sponsored Company Events | Office Snacks and Beverages | Much More… Equal Employment Opportunity: Click Therapeutics is committed to equal opportunity in the terms and conditions of employment for all employees and job applicants without regard to race, color, religion, sex, sexual orientation, age, gender identity or gender expression, national origin, disability or veteran status. Click Therapeutics also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as employment eligibility verification requirements of the Immigration and Nationality Act. All applicants must have authorization to work for Click Therapeutics in the U.S. In certain circumstances it may be advantageous to Click Therapeutics to support the application(s) for temporary visa classification and/or sponsor applications for permanent residence so that a foreign national colleague can accept or remain in a work assignment in the U. S. For certain classes of temporary visas, the resulting work authorization may be specific to Click Therapeutics and the specific job and/or work site. Click Therapeutics may at its business discretion decide to or refrain from obtaining, maintaining and/or extending the temporary visa status and/or sponsoring a colleague for permanent residency and /or employment eligibility, considering factors such as availability of qualified U.S. workers and the colleague's long-term prospects for securing lawful permanent residence, among other reasons. Employment applicants requiring immigration sponsorship must disclose, when initial application for employment is made, whether or not they are legally authorized to work for Click Therapeutics in the U.S. and, if so, whether that authorization permits them to work in the job they seek. In no case should Click Therapeutics support of a colleague's temporary visa application or sponsorship of a colleague for permanent residence be construed to guarantee success of that application or amend or otherwise invalidate the "at-will" employment relationship between the colleague and Click Therapeutics. Recruitment Phishing Scams: Fake job advertisements and offers are increasingly appearing on the internet. If you have encountered a job posting or have been approached with a job offer that you suspect may be fraudulent, we strongly recommend you do not respond and report it to the Federal Trade Commission and the FBI at . Please be mindful of the following: • Click Therapeutics will only reach out to you through an "@clicktherapeutics.com" email address., • Other than your email address or telephone number, which you may provide via a job application portal, Click Therapeutics will never ask you to provide personally identifiable information about yourself (such as a Social Security Number or Driver's License Number) via a messaging application (like that used on the LinkedIn platform or Microsoft Teams)., • Click Therapeutics will conduct interviews face-to-face over Zoom., • All job postings will be listed on the Click Therapeutics official career page.

Job Description Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series C funding round brought our total investment to over $170 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 6 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Your Role: We are seeking a Lead Data Engineer to design and develop the data management layer for our platform to ensure its scalability as we expand to larger customers and new jurisdictions. At Alpaca, data engineering encompasses financial transactions, customer data, API logs, system metrics, augmented data, and third-party systems that impact decision-making for both internal and external users. We process hundreds of millions of events daily, with this number growing as we onboard new customers. We prioritize open-source solutions in our data management approach, leveraging a Google Cloud Platform (GCP) foundation for our data infrastructure. This includes batch/stream ingestion, transformation, and consumption layers for BI, internal use, and external third-party sinks. Additionally, we oversee data experimentation, cataloging, and monitoring and alerting systems. Our team is 100% distributed and remote. Things You Get To Do: • Design and oversee key forward and reverse ETL patterns to deliver data to relevant stakeholders., • Develop scalable patterns in the transformation layer to ensure repeatable integrations with BI tools across various business verticals., • Expand and maintain the constantly evolving elements of the Alpaca Data Lakehouse architecture., • Collaborate closely with sales, marketing, product, and operations teams to address key data flow needs., • 7+ years of experience in data engineering, including 2+ years of building scalable, low-latency data platforms capable of handling >100M events/day., • Proficiency in at least one programming language, with strong working knowledge of Python and SQL., • Experience with cloud-native technologies like Docker, Kubernetes, and Helm., • Strong hands-on experience with relational database systems., • Experience in building scalable transformation layers, preferably through formalized SQL models (e.g., dbt)., • Ability to work in a fast-paced environment and adapt solutions to changing business needs., • Experience with ETL technologies like Airflow and Airbyte., • Production experience with streaming systems like Kafka., • Exposure to infrastructure, DevOps, and Infrastructure as Code (IaaC)., • Deep knowledge of distributed systems, storage, transactions, and query processing.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 Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About the Role We are seeking a reliable, adaptive, and detail-oriented Cash Management Analyst to support our finance team. This entry level role is ideal for someone who thrives in a data-driven environment and is passionate about automation, accuracy, and financial systems. You’ll play a key role in maintaining smooth cash flow operations across multiple entities, banking portals, and internal systems. As a Cash Management Analyst, you will assist with daily cash operations, bank reconciliations, and automation initiatives. You’ll work across multiple banking platforms and internal systems to ensure liquidity and accuracy in financial transactions. This role offers exposure to treasury, operations, financial reporting, and cross-functional collaboration with Settlements, Operations, and Accounting teams. What You’ll Do • Perform daily cash position reporting and reconciliation across multiple bank portals., • Assist in automating cash management workflows using Excel, macros, and other tools., • Support data entry and validation for transactions and bank activities., • Monitor and maintain bank balances, ensuring sufficient funding for multiple accounts., • Collaborate with finance and other teams to resolve discrepancies and optimize processes., • Help maintain documentation and SOPs for cash management procedures. Qualifications • Bachelor’s degree in finance, accounting, business, or related field., • Strong proficiency in Excel (pivot tables, formulas, macros); experience with automation tools is a plus., • Detail-oriented with excellent organizational and time management skills, along with effective communication abilities, are essential for success in this role., • Reliable and adaptable in a fast-paced, evolving environment., • Experience with automation platforms (e.g. Python scripting)., • Familiarity with banking portals and/or financial reporting tools., • Understanding banking processes and or accounting. Benefits What We Offer: • Competitive salary and performance-based bonuses., • Comprehensive benefits package, including health, dental, and retirement plans., • Opportunities for professional growth and development. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. Job Description Consulting Skills • Client delivery as part of an on-site or remote project team, able to define the framework and structure of deliverables, carrying out the production of complex deliverables, • Manage the work, activities, and timelines of work for both their selves and their team, identifies priorities and workflows for interested parties, • Utilizing a higher-level understanding of methodological concepts, coaches teammates in preparing client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and Visio, designing key deliverables for projects and supporting other consultants in the production of their deliverables, • Present complex ideas, critical points and decisions required to team members and client contacts, including middle and top management, • Perform simple and complex research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative data, • Manages internal team by promoting teamwork, motivate and help consultants to improve, • Demonstrate credibility and legitimacy with client, capable of challenging client approaches and provide new directions, allowing the customer to evolve and deepens relationship, • Defines the project framework and organization, managing one or different projects at a time, guarantees the follow-up of these assignments, • Provide status reporting of progress, dependencies, issues, risks, and overall program health, • Responsible for the work streams of a complex project and takes the lead on simple projects, • Support the Wealth & Asset Management practice, thought leadership, and people development activities firmwide, • Lead business analysis workstreams for Wealth Management initiatives, guiding stakeholders through requirements definition, scope alignment, and solution design., • Serve as a subject-matter expert across advisory, investment, and trading processes, providing strategic insights to enhance platforms and operational workflows., • Conduct advanced requirements gathering, translating complex business needs into detailed user stories, functional specifications, and process maps., • Drive project efforts related to trading workflows—including order entry, execution, allocations, settlement, and compliance—ensuring alignment across front, middle, and back-office teams., • Facilitate workshops with product owners, advisors, traders, compliance, and technology teams to identify process gaps, dependencies, and improvement opportunities., • Apply strong analytical skills to evaluate system impacts, perform gap and root-cause analyses, and recommend solutions that enhance performance and reduce risk., • Lead UAT planning and execution, including test script development, scenario design, defect management, and user sign-off., • Provide advisory guidance on regulatory considerations affecting Wealth Management and trading (e.g., suitability, best execution, trade surveillance)., • Oversee key project documentation, including BRDs, functional specifications, current-state and future-state architecture artifacts, and training materials., • Partner closely with technology teams during design, development, and deployment to ensure solutions meet business intent and achieve desired outcomes., • Manage cross-functional communication, status reporting, and risk/issue tracking, acting as a trusted advisor to senior stakeholders., • Support data analysis and validation efforts using advanced tools (Excel, SQL, or BI platforms) to confirm accuracy of trade, portfolio, and client data., • Mentor junior BAs and provide guidance on requirements methodology, industry best practices, and effective stakeholder management.Qualifications, • 5+ years of Business Analyst experience within Wealth Management, • Strong understanding of investment and advisory processes, including portfolio management, client onboarding, account maintenance, and regulatory requirements., • Hands-on experience supporting projects in the trading lifecycle (order management, execution, allocations, settlement, compliance, or trade operations)., • Proven ability to gather, document, and translate complex business requirements into functional specifications and user stories., • Experience working with Wealth Management platforms, trading systems, OMS/EMS tools, or portfolio accounting systems., • Demonstrated ability to lead cross-functional workshops, influence stakeholders, and drive consensus across business and technology teams., • Familiarity with industry regulations affecting Wealth and trading (e.g., SEC, FINRA, Reg BI, best execution, trade surveillance)., • Strong analytical and problem-solving skills, with the ability to interpret data and identify trends using Excel, SQL, or BI tools., • Solid understanding of SDLC methodologies, including Agile (Scrum/Kanban) and Waterfall., • Excellent communication skills with experience preparing executive-level presentations, documentation, and status reporting., • Ability to manage multiple workstreams simultaneously and operate with minimal supervision in a client-facing environment., • Bachelor’s degree required preferably in a Business or related field (Higher degrees are a plus), • Recent client-facing management consulting experience, • Financial Service background required, • Industry certifications (CFA, CFP, Series licenses, CBAP, PMP, etc.) a plus. Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. Competitive Compensation * Annual base salary starting at 122K, commensurate with experience and qualifications * Annual performance based discretionary bonus Robust Health Coverage * 3 Medical plans * Dental and Vision * Life, AD&D and other voluntary insurance Tax-Advantaged Accounts * 401K retirement plan * 4% matching and 100% vested upon enrollment * Health Savings Account (HSA) * Flexible Spending Account (FSA) * Health, Dependent Care, Commuter Family Friendly Benefits * 100% paid parental leave for all new parents with eligible tenure * Building Healthy Families program if enrolled through Medical plan Time Off to Recharge * Generous Paid Time Off (PTO) policy * 9 company holidays plus 1 floating holiday Extras that Make Life Easier * College savings and student loan repayment assistance * Monthly cell phone stipend * Access to wellness programs at no cost if enrolled through Medical plan, including: * Gym membership reimbursement * LiveHealth Online virtual care * Personalized support from a Well-being Coach * Employee Assistance Program at no cost * Free confidential counseling and emotional support services * On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to pursue employment with applicants who will require now or in the future a visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Job Description GENERAL JOB DESCRIPTION The Tax Advisor in the Tax Department is responsible for the preparation and review of individual, trust, S Corporation, C Corporation, Partnership, LLC, non-profit, gift, FBAR, general excise/use, and personal property tax returns, as well as, annual reports for a wide variety of high-net-worth clients, including professional athletes. The Tax Advisor also supervises the preparation of financial statements and reconciles the activity of our clients’ business entities. This is a hybrid role that will require 3 or 4 days in the office. MAJOR DUTIES AND RESPONSIBILITIES • Prepares and reviews individual, S Corporation, C Corporation, Partnership, LLC, non-profit, gift, trust, Canadian, FBAR, general excise/use, and personal property tax returns and annual reports for high-net-worth clients, especially professional athletes., • Works with various departments at MAI, including Sports & Entertainment and Wealth Management for general tax planning, including quarterly estimates and year-end projections., • Research athletes’ yearly schedules and prepares duty day calculations for the various states and cities in which they performed services; amends tax returns for new clients to take advantage of duty-day laws in various states., • Allocates S Corporation prize money and merchandising income in accordance with the various state laws., • Responds to various client notices received from the federal, state, and local governments., • Works with federal, state, and local governments to ensure that clients receive their tax refunds in a timely manner., • Plans and executes IRS audits as Power of Attorney, including preparing supporting documentation, tying out line items of the tax return, and working with IRS auditors to reach a mutual agreement on the clients’ behalf., • Serves as bookkeeper/controller for various client entities, prepares journal entries for all financial activity, reviews general ledgers for accuracy, and prepares and reconciles financial statements., • Organizes, plans, and leads independent audits of non-profit foundations; works with external auditors as the audits progress; prepares all supporting documentation; restates financials from cash-basis to accrual-basis; and ensures financial statements are in accordance with GAAP., • Prepares financial statements and tax returns for partnerships with various LLC’s and entities under its ownership, including tracking basis and yearly activity of each entity, working with external advisors to ensure all activity has been accounted for and to determine if any new activities were implemented, and keeping each entity current with its respective state filing requirements., • Serves as client’s trusted advisor by demonstrating knowledge of industry trends, identifying client issues and conflicts; proactively communicating solution options to client and team., • Demonstrates proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc., research complex tax issues., • Participates in practice development activities that lead to new business and opportunities for cross-serves., • Keeps current with continuing professional education requirements as stipulated by state CPA society regulations., • Sets up and terminates client entities with the IRS and the states’ Secretary of State and Department of Taxation offices. EXPERIENCE/CREDENTIALS • Bachelor’s degree in Accounting or related field, • Certified Public Accountant or CPA candidate, • A minimum of five years’ experience in tax, accounting or related field, • MBA or Master’s degree in Accounting, Taxation, or related field preferred, • Proficient in Microsoft Office (Outlook, Word, Excel, Adobe, PowerPoint) and specialty tax and accounting software, such as GoSystem Tax RS, Bloomberg Tax, BNA Planner and CCH Axcess, • In-depth knowledge of current tax law, especially as it pertains to high-net-worth individuals and professional athletes, • General understanding of Generally Accepted Accounting Principles (GAAP) COMPETENCIES • Ability to convert cash-basis financial statements to accrual-basis., • Ability to thrive in a fast-paced and dynamic team-based, collaborative environment., • Experience working with external auditors on independent audits of financial statements., • Excellent verbal and written communication skills and ability to communicate effectively with high-profile individuals and their respective advisors., • Strong organizational and interpersonal skills with a demonstrated commitment to teamwork and partnerships; works effectively as both a team member and an individual contributor., • Excellent time management, project management, and analytical skills with a focus on managing multiple projects, meeting deadlines and immediate needs, and resolving complex problems., • Demonstrated critical-thinking, problem solving, and tax research skills., • Maintains flexibility to appropriately prioritize and execute to meet client and firm needs and support peak volumes and aggressive deadlines., • Maintains absolute confidentiality of all client information and safeguards client and firm data; maintains high ethical standard in all practices., • Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity. FEATURED BENEFITS: • Medical Insurance, • Dental Insurance, • Vision Insurance, • 401(k), • Health Savings Account, • Paid Maternity Leave, • Paid Parental Leave, • Tuition Reimbursement

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. Account Manager We are looking for an Account Manager to nurture and expand our client relationships. As an Account Manager at Arch, you will be responsible for post-onboarding account management, ensuring clients receive the highest level of service and support. You'll be an early employee who can help shape and grow our company and the Account Management team as we expand and scale our reach to new users. Key Responsibilities: Your responsibilities will include: * Post-Onboarding Client Management * Conduct regular check-in meetings with clients to assess their needs and satisfaction. * Maintain comprehensive client records and notes in our CRM system. * Monitor client accounts for data quality issues and promptly address any discrepancies. * Provide training to end user groups to ensure deep product understanding and adoption. * Account Growth and Expansion * Identify opportunities for contract expansion across new feature sets and/or broader firm adoption. * Proactively identify and escalate client feature requests to the relevant teams. * Client Communication * Keep clients informed about product updates, enhancements, and new features. * Foster and maintain strong, long-term relationships with clients. * Data Management * Process ongoing updates from clients and various institutional data sources * Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs Skills, Knowledge and Expertise Reach out to us if you: * Have a bachelor's degree in business, finance, or a related field. * Have 3+ years of experience managing client relationships. * Possess exceptional communication and interpersonal skills. * Posses strong problem-solving abilities and attention to detail. * Have the ability to work collaboratively in a fast-paced, dynamic environment. Bonus points if you: * Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s * Know SQL or want to learn * Have taken finance or accounting courses A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $85K - $130K

Job DescriptionBenefits: • 401(k) matching, • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off Role Overview Are you a goal-driven professional with a passion for financial planning and insurance sales? As an Insurance and Financial Services Representative, youll play a vital role in helping clients secure their futures through customized insurance and investment strategies. In this consultative role, youll build lasting relationships, assess client needs, and deliver solutions that align with their goalswhether thats retirement planning, wealth building, or protecting their assets. This position offers the chance to grow your career while making a meaningful difference in your community. Key Responsibilities • Develop and manage a portfolio of clients across both insurance and financial service lines, • Provide tailored recommendations for life, health, and financial products based on client goals, • Conduct financial reviews to support retirement planning, investment management, and asset protection, • Stay up to date on industry trends, product changes, and compliance requirements, • Prospect and cultivate new client relationships to drive growth and revenue, • Achieve individual and agency sales targets through consultative selling and high-quality service Qualifications • Strong communication, consultative sales, and relationship-management skills, • Self-motivated with professionalism, integrity, and a client-first mindset, • Ability to explain complex financial concepts clearly and simply, • Active insurance license (Life & Health required; Property & Casualty a plus) Why Join Us • Competitive base salary plus commission and performance bonuses, • Ongoing training, development, and mentorship in a supportive team environment, • Access to a strong book of business and high-quality leads, • A career that delivers financial rewards while helping clients achieve peace of mind

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. About the Role We are seeking a Senior Client Implementation Specialist to lead the onboarding and success of our most strategic, high-value enterprise clients. You will own the end-to-end implementation process for large and complex RIA firms, independent wealth managers, and multi-family offices, acting as a trusted advisor and project manager to drive successful outcomes. Your role will be critical to shaping the client experience and driving long-term adoption of Arch's platform. This is a senior-level, client-facing role where you'll work with sophisticated advisory organizations that have complex operational requirements, multiple stakeholders, and high expectations for service delivery. You'll need to demonstrate strategic thinking, executive presence, and the ability to navigate organizational complexities while delivering exceptional results. As a seasoned professional, you'll be expected to operate with significant autonomy, mentor junior team members, and contribute to the strategic direction of our enterprise onboarding processes. You'll also play a key role in product feedback loops and process innovation—balancing independent execution with cross-functional leadership and team development. What You'll Do: Account Onboarding * Own the onboarding journey for large, high-complexity RIA firms and wealth management organizations from kickoff through go-live * Develop and implement tailored onboarding plans with clearly defined milestones, timelines, roles, and success metrics for enterprise-scale implementations * Serve as the primary point of contact, coordinating across internal teams and external stakeholders to meet ambitious onboarding goals * Lead onboarding calls, data discovery sessions, and technical setup discussions with clients * Work with RIA firms to organize and onboard extensive investment portfolios and client data, maintaining consistent communication every step of the way * Communicate with fund managers and custodians on behalf of clients to receive and reconcile investment and account information * Over time, take on the most complex clients and implementation challenges with increased autonomy and strategic responsibility Data Collection and Quality * Process and monitor large volumes of account information, including updates from clients, funds, and custodial systems * Monitor client accounts for data quality issues and promptly address any discrepancies across multiple portfolios and data sources * Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs * Coordinate complex data migrations and system integrations for enterprise-level, RIA implementations Education and Relationship Management * Deliver comprehensive training to client teams across multiple departments to ensure high levels of adoption, engagement, and self-sufficiency post-implementation * Support ongoing adoption through strategic communication, guidance, and executive-level check-ins * Mentor less-experienced implementation specialists and contribute to team knowledge sharing and best practices Communication and Relationship Building * Conduct regular check-in meetings with clients during the onboarding process to assess their needs and satisfaction across organizational levels * Build rapport with clients from operations teams to C-suite executives and ensure a white-glove onboarding experience * Maintain comprehensive client records and notes in our CRM system to ensure continuity across complex organizational structures What We're Looking For * 4–6+ years of experience in client onboarding, implementation, or customer success—ideally in financial technology, SaaS, or financial services with enterprise clients * Proven track record managing large, complex client implementations with multiple stakeholders and workstreams * Excellent project management skills; ability to manage timelines, set expectations, and drive accountability across complex organizations * Strong interpersonal and communication skills; ability to distill complex topics for diverse audiences from operations to executive level * Detail-oriented with a bias toward action and a client-first mindset * Leadership qualities and ability to mentor junior team members Bonus Points If You: * Have experience in wealth management, RIA operations, alternative investments, or fund administration * Are familiar with RIA-specific concepts like fee billing, performance reporting, compliance requirements, and regulatory reporting * Have worked with consolidated reporting systems (such as Addepar, BD, Orion, etc.) * Have experience with capital calls, IRRs, recallable distributions, and K-1s * Have experience working with CRM systems, project management tools, and/or SQL * Thrive in high-growth, fast-paced environments and enjoy wearing multiple hats * Have experience with enterprise software implementations or large-scale system integrations. A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $115K - $130K

Job Description Tacombi is looking for an Area Sales Manager to join our team! The Area Sales Manager will build our brand equity with retailers, distributors and brokers. The ASM will work with their manager to further the development, sales, and promotion of Vista Hermosa products and build brand loyalty both nationally and at store level. Your responsibilities will include: * Complete weekly sales and merchandising calls on accounts (including Natural Specialty Food Stores, Chain Accounts, Foodservice, including new account opportunities, Etc.) * Identify and communicate opportunities in influencer accounts/routes/neighborhoods * Communicate successes, competition trends, deals, product introductions and opportunities via weekly and monthly sales recaps to their manager * Execute available trade promotions at store level to maximize brand potential and eliminate out of stock situations * Leverage key data sources to develop fact-based plans and solutions for closing voids and driving volume * Identify accounts that can be maximized with sampling and communicate to the marketing manager * Execute P.O.S., rack, and other secondary placement opportunities using tools provided from their manager * Build and maintain a relationship with distributors, brokers and merchandising companies and their respective management, office staff, and operations to maximize brand potential * Ensure P.O.S. availability at the distributor and communicate needs to their manager * Check inventory levels at the distributors and communicate potential problems to their manager * Attend sales calls with distributor sales force, broker reps and merchandising companies on a consistent basis to develop relationships and maximize brand opportunities in the trade and open new business * Develop and present distributor and broker facing presentations to communicate goals, sales strategies and best in class execution You should have: * Deeply passionate about the Vista Hermosa brand, inspired by what we represent, and have a desire to make an impact with your career * Obsession for understanding customer behavior: lives, breaths and dreams about how to better reach and * understand our buyers * Enthusiastic and comfortable working in a start-up organization (think rapidly growing / changing environment) * Bachelor's degree in Business Administration, Marketing or related field * 2-4 years of experience in sales * Strong planning, organizational, and project management skills along with excellent interpersonal, written/oral communication and presentation skills, including proficiency with Microsoft Office products (Excel, PowerPoint, Word and Outlook) * Ability to take initiative and work autonomously – you can run with something from beginning to end * Works well with ambiguity – can navigate in the grey and asks the right questions to get at the solution * Analyze opportunities quickly and have an ability to execute company goals efficiently * Resourcefulness to improvise and adapt to deal with daily challenges via creative problem solving * Clean driver’s license, reliable transportation and proof of insurance Why Tacombi: * We strive to build a culture driven by our values. * Adventure: You welcome the unknown and thrive in a growing environment * Fellowship: You love working with a team in service of one another and the community * Resourcefulness: You think creatively and get more done with less! * We care about our team members' health, wealth, and overall well-being. * Medical, dental and vision benefits for all full time employees * HSA/FSA available for pre-tax healthcare expenses * Retirement savings via a 401K * Pre-tax commuter benefits * We know that your quality of life matters. * Sick days * 10 company holidays * Vacation * While we ask all employees to join us in the HQ office (The Oficina), we allow for flexibility to match your working style and needs. * We want you to grow with us. * If you can help us find Tacombi talent, we’ll show our appreciation and reward you with a referral bonus. * Build your future along with ours. We invest in training and development to support team growth. * We love tacos. * Sharing authentic Mexican taco culture means knowing it. Eat tacos every day, on us!

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: The SVP, Marketing will be a key driver of Alpaca's growth engine, reporting directly to the Chief Revenue Officer (CRO). This individual will own the marketing function globally across brand, content, GEO (Generative Engine Optimization), B2B and B2B2C growth, and international go-to-market. This is a hands-on, strategic, and highly cross-functional role for a world-class storyteller and operator who can translate complex technology into simple, compelling narratives that resonate across enterprise markets. What You'll Be Doing Build and Scale the Global Marketing Function. Design, operationalize, and lead a unified marketing strategy that aligns with the CRO's revenue goals and Alpaca's multi-geography expansion. Build an elite, metrics-driven team across brand, digital, partnerships, and demand generation. Own End-to-End Marketing Strategy & Creative B2B Growth Develop and execute multi-channel B2B and B2B2C campaigns that drive brand awareness, enterprise pipeline generation, partner activation, and end-user adoption. Rather than relying on massive media spend, you will architect creative, high-impact growth motions to penetrate key verticals and geographies. Define the strategy for how Alpaca speaks to fintechs, financial institutions, developers, and enterprise decision-makers. Executive Brand Ownership Set and elevate Alpaca's global brand narrative. Ensure consistency across every region, channel, partner, and product line. Shape our market positioning across the US, Canada, UAE, Saudi Arabia, Singapore, India, Latin America, the UK/EU, and beyond. Content, GEO, and Thought Leadership Create a world-class content engine that supports enterprise penetration, technical storytelling, and developer education. Own Alpaca's GEO (Generative Engine Optimization) strategy to ensure we are the authoritative voice in AI-driven search and discovery for brokerage, fintech infrastructure, and global markets. Data-Driven Decision Making Champion a culture of experimentation and analytics. Leverage deep knowledge of demand generation to use customer insights and funnel analytics to inform investment decisions. Design and execute nurture programs and conversion strategies, with every initiative tied back to revenue and measurable outcomes. Global Collaboration and GTM Integration Partner closely with Product Marketing (housed within the Product team), Sales, Engineering, and Regulatory teams to align marketing execution with the broader GTM strategy. Ensure seamless integration between regional marketing efforts and global demand generation to support the sales organization. Event Marketing and Brand Initiatives Own the strategy and execution for Alpaca's global event footprint (conferences, partner summits, and regional activations) to drive enterprise leads and brand equity. Oversee holistic brand touchpoints that strengthen customer affinity (including website stewardship and swag programs). Partnering with Communications, the SVP, Marketing, will work in lockstep with the Head of Communications to maximize PR and earned media efforts for demand generation. While the Head of Comms leads corporate PR and media relations, you will collaborate to turn press coverage into high-impact marketing assets and align the media calendar with B2B campaign launches. Together, you will ensure a unified voice across the industry, ensuring that every major announcement or thought leadership piece is optimized for GEO and serves as a catalyst for the enterprise sales funnel. Who We're Looking For Experience & Background • 15+ years of progressive marketing leadership experience, with 8–10+ years in senior management roles., • Proven track record in B2B demand generation and brand building within global organizations., • Fintech, SaaS infrastructure, payments, brokerage, or financial services experience strongly preferred., • Deep understanding of B2B and B2B2C growth motions, enterprise buyer psychology, and API-driven adoption cycles., • Collaborative leader with a proven ability to mentor global teams and work effectively under a revenue-focused reporting structure., • Exceptional storyteller who can translate technical products into compelling narratives for C-suite customers., • Mastery of Enterprise Marketing: Proven ability to navigate long sales cycles, account-based marketing (ABM), and high-contract-value decision-making processes., • Advanced knowledge of GEO (Generative Engine Optimization) and modern content distribution., • Results-driven with a passion for innovation and "scrappy" enterprise experimentation., • Comfortable operating in a high-velocity, high-ambiguity environment., • Global mindset with cultural fluency across North America, MENA, APAC, and LATAM.How We Take Care of You:, • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500 Recruitment Privacy Policy

Job DescriptionOur Company Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. Your responsibilities will include: * Manage the full sales cycle for qualified leads, from initial discovery call through contract negotiation and close, with a focus on individual investors and family offices * Conduct product demonstrations and consultative sales conversations that identify client pain points and position Arch as the solution * Consistently meet or exceed monthly and quarterly sales quotas for closed deals and revenue targets * Maintain accurate pipeline management and forecasting in our CRM, ensuring data integrity and timely follow-up on all opportunities * Document common objections, questions, and successful approaches to contribute to sales playbook development * Partner with Customer Success to ensure smooth handoffs and positive onboarding experiences for new clients Reach out to us if you have: * 1-3 years of inside sales experience with a proven track record of meeting or exceeding quota * Experience selling B2C or to high-net-worth individuals, family offices, or financial services clients * Demonstrated ability to close deals in a high-velocity sales environment with deal sizes in the $5,000-$25,000 range * Strong consultative selling skills with the ability to conduct discovery, build rapport, and handle objections effectively * Excellent communication skills, both written and verbal, with comfort presenting to sophisticated audiences * Proficiency with CRM systems (Salesforce, HubSpot, or similar) and sales engagement tools * Self-motivated and competitive nature with a drive to win and exceed targets Bonus Points if you have: * Knowledge of private investments, wealth management, or financial technology * Experience selling SaaS products or subscription-based services * Background in fintech, alternative investments, or working with RIAs, family offices, or investment firms A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $120K - $140K

Job Description*This role supports hybrid in-office US-based work in San Francisco - Bay Area, New York, and Seattle. About Wealthfront EngineeringWealthfront’s culture centers around continuous learning, innovation, and quality-driven software development. With high quality software as our ultimate engineering objective, our key tactic is automation: • Wealthfront software automates the financial services we provide to our clients, and within these services we automate the collection of data that we learn from on our way to making our services even better., • Wealthfront engineers function as builder/operators, with dual responsibility for building the system and operating it in production. Any toil that this brings about is automated away by engineers. This investment in automation is expected, and the prioritization of it is always built into our planning and execution., • Wealthfront engineers automate our development processes. For example, Wealthfront engineers automate all of our testing. Manual testing is not part of the software development lifecycle at Wealthfront. About the Role • We are looking for backend engineers to join our core product development teams. You’ll work with other engineers to design and build new features or enhance existing features. This work will add capabilities to the various backend systems and services that support Wealthfront’s products, and will be done with automated instrumentation and monitoring to require minimal operational maintenance., • You’ll help improve the maintainability and stability of our codebase by fixing issues and adding necessary enhancements to our existing backend systems. You’ll ensure that mission critical backend systems and services operate smoothly in production by triaging and resolving operational issues as part of a team of on-call engineers. You’ll proactively identify opportunities for improving the reliability and scalability of our systems., • Additionally, you might play a part in evolving the engineering organization by participating in recruiting activities such as interviewing and attending career fairs and providing mentorship to other engineers on the team.About You, • You have 2-6 years of experience in developing backend components, services or APIs in Java or a similar language. You demonstrate knowledge and understanding of distributed systems and functional programming paradigms. You have knowledge of SQL and experience working with online data stores (ideally something like MySQL, MariaDB, PostgreSQL, Oracle, MS SQL Server but NoSQL is okay)., • You have passion for agile, test-driven development, continuous integration and automated testing. You also have a passion for working on platforms and backend systems that have measurable business impact and like working in a fast paced cross functional environment., • While not required, experience working with Spark pipelines is a plus along with knowledge of an ORM technology such as Hibernate. Another plus is working with a dependency injection framework (one of Guice, Spring, Pico, Dagger)., • You have either a BS or MS in computer science or related field.Once you join, Wealthfront will:, • Pair you with a mentor who will guide you through our structured onboarding program, • Encourage you to work on projects that match your professional goals, • Support your professional development by providing feedback during weekly 1:1s and our semi-annual reviews • A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features., • A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions. Please review our candidate privacy notice. Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn’t provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services–which are not FDIC insured–are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details. By “award-winning products”, please refer to for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

A company is looking for an Account Executive, Wealth Management. Key Responsibilities Identify and target potential clients in the Wealth Management segment Build and maintain a strong sales pipeline through proactive prospecting and lead generation Collaborate with internal teams to ensure sea

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. Futures Operations Manager Office Location: Jersey City, NJ or Dallas, TX About the Team & Role: The Futures Clearing Operations Manager is responsible for overseeing all clearing and settlement activities for US futures transactions, ensuring compliance with regulatory requirements, mitigating risk, and optimizing operational efficiency. This role requires knowledge of futures clearing processes, margining, risk, reconciliation, and exchange regulations, particularly within U.S. markets. This role must be based at the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. What You’ll Do: • Clearing & Settlement: Manage the daily clearing and settlement of futures trades, ensuring accurate and timely processing through the firm’s clearing relationships and exchange systems i.e. CME group and its affiliated exchanges., • Margin & Collateral Management: Monitor margin requirements, process margin calls, and manage collateral movements as well as daily net settlements in accordance with exchange and regulatory guidelines. Maintain segregated balance requirements for affiliates and manage treasury related operations., • Reconciliation/Balancing: Oversee trade, position, and cash reconciliations with exchanges and internal systems to identify and resolve discrepancies. Manage daily balancing of futures activity and positions., • Regulatory Compliance: Ensure all clearing operations adhere to regulations set by the CFTC, NFA, and relevant exchanges (e.g., CME). Prepare regulatory reports and audits as required. Assist compliance with regulatory inquiries and requests related to relevant clearing systems/portals as well as operations procedures, functions, and processes., • Risk Management: Identify operational risks and implement controls to mitigate potential issues related to risk management, clearing, margining, and settlement., • Process Improvement: Develop comprehensive operating procedures and continuously evaluate and enhance clearing workflows to improve efficiency, accuracy, and automation., • Technology & Systems: Work with IT and vendors to onboard, maintain and improve back-office and risk management systems., • Client & Counterparty Management: Serve as the primary liaison with exchanges, management, vendors, and clients to resolve operational issues., • Team Leadership: Lead, manage, and train clearing operations staff, providing training and guidance on best practices as well as processes/functions., • Policies & Procedures: Responsible for creating and updating comprehensive policies and procedures for all aspects of futures trading, clearing and settlement. Requirements What You Bring: • Education: Bachelor’s degree in finance, Business, Economics, or a related field., • Experience: 8+ years of experience in futures clearing, trade settlement, or back-office operations at an FCM, exchange, or clearing firm., • Knowledge:, • Strong understanding of U.S. futures markets and clearing processes., • Familiarity with exchange margining methodologies and risk management principles., • Proficiency with clearinghouse systems (e.g., CME Clearing) and futures back-office platforms., • Skills:, • Excellent analytical and problem-solving abilities., • Effective communication and leadership/management skills., • Proficiency in Microsoft Excel, clearing systems, and risk management tools.Preferred Qualifications:, • Experience with regulatory reporting requirements for FCMs., • Knowledge of automated clearing and reconciliation solutions. What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $125,000 - $155,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About the Internship: We are seeking a motivated Integrated Marketing Intern to join our team. This is an unpaid internship designed for students or recent graduates who are passionate about marketing and eager to gain real-world experience in the fintech industry. This internship will provide hands-on exposure to integrated marketing campaigns, influencer collaboration, and data-driven decision-making. You’ll work closely with experienced professionals and learn how marketing strategies are executed in a dynamic financial services environment. This internship is based at our Jersey City office. Remote work is not available. Academic credit may be arranged in coordination with your institution if applicable. Requirements What You’ll Learn & Do: • Support the Integrated Marketing team in executing brand promotion, webinars, and partnership initiatives., • Collaborate with Infuencers/Creators and cross-functional teams to help drive project execution., • Assist in collecting and analyzing marketing data to support reporting and strategy refinement., • Observe and apply market trends, competitor activities, and user feedback to enhance marketing strategies. What You Bring: • Current student in Marketing, Communications, Business, Finance, or related field., • Strong interest in marketing, digital platforms, and financial services., • Willingness to learn, take initiative, and contribute to team projects., • Team-oriented, adaptable, and open to new tasks. What You’ll Gain: • Exposure to fintech and financial services marketing practices., • Hands-on experience with influencer engagement, event support, and campaign execution., • Professional development through mentorship and cross-team collaboration., • Opportunity to build practical skills that prepare you for future full-time roles in marketing or fintech.

Job Description About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. We are seeking a creative and strategic Summer Communications Analyst (Marketing) Intern to join our team. This opportunity offers hands-on experience in crafting compelling messaging to support core marketing campaigns while driving business growth initiatives in a fast-paced environment. You’ll collaborate with experienced professionals to analyze market messaging trends, develop content strategies, and contribute to projects that strengthen BetaNXT’s brand presence and client engagement. This role will help you build strong communication, analytical, and marketing skills while gaining exposure to external messaging strategies. Duties and Responsibilities of the Intern, Communications Analyst (Marketing) • Support the development and execution of external communications programs to support core marketing campaigns., • Assist in creating, editing, and distributing digital communications materials, highlighting enterprise thought leadership and marketing campaigns., • Conduct market research and competitive analysis to inform trending topics and messaging tactics., • Collaborate with cross-functional teams (sales, product, design) to ensure alignment on messaging and campaign goals., • Help monitor and analyze communication campaign performance metrics, preparing reports and recommendations for improvement., • Learn and apply marketing analytics tools (such as Google Analytics, HubSpot, or Salesforce) in a professional setting. Skills and Experience of the Intern, Communications Analyst (Marketing) • Currently pursuing a degree in Marketing, Communications, Business, or a related field., • Strong written and verbal communication skills., • Creative thinker with an open mind for exploring new ideas and solutions., • Solid understanding of marketing principles and digital communication platforms., • Familiarity with marketing analytics tools and CRM software (e.g., Google Analytics, HubSpot, Salesforce)., • Above-average organizational, interpersonal, and collaboration skills., • Ability to multi-task, adapt to ambiguity, and thrive in a fast-paced environment., • Pay for this position with be $25/hour, • The intern will be located in our NYC, NY office on a hybrid schedule. The intern must live within commutable distance to the office and provide own housing. A housing stipend or relocation assistance will not be offered., • The duration of our program is10 weeks, beginning on Wednesday, May 27, 2026, • Candidates must be enrolled full-time in an undergraduate course of study and be a rising senior (senior commencing Fall 2026) with a minimum GPA of 3.3 and be eligible to work in the US.

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About the Team & Role: We are looking for a passionate and eager-to-grow individual to join our team as a Junior Integrated Marketing Specialist. This position is ideal for candidates with 1-2 years of marketing experience. While extensive experience is not required, we seek someone who is proactive, open to diverse tasks, and enthusiastic about integrated marketing. You’ll gain hands-on experience and develop skills across a range of marketing functions. This role must be based at the office location specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. What You’ll Do: • Support the Integrated Marketing team in executing brand promotion, webinar management, and partnership initiatives., • Collaborate with Influencers and Creators and other business teams to drive project execution and optimize results., • Assist with data analysis and reporting to support the refinement of marketing activities. What You Bring: • 1-2 years of relevant work experience, • Passion for marketing with a strong willingness to learn and self-motivate, • Strong teamwork skills with the ability to take initiative in various projects What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $55,000 – $70,000.This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About the Team & Role: We're seeking a strategic Content & Script Writer who can create compelling, compliance-approved scripts and content for financial influencers that drive measurable KPIs. This role combines financial knowledge, creative storytelling, and data-driven content optimization to increase account openings, trading volume, and assets under management through influencer channels. Requirements This role must be based at the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. What You’ll Do: • Deeply analyze financial influencer's original content and tailor making high-converting scripts for them across platforms (YouTube, Twitter, Reddit) that drives specific KPIs (account openings, deposits, trading activity), • Work with compliance team to create pre-approved content templates and frameworks for different content types (educational, promotional, market updates), • Develop clear calls-to-action that comply with regulations, • Create rapid-response content frameworks for market events, • Develop "market alert" templates for quick deployment., • Adapt content strategy to market conditions. Write scripts for different market scenarios, • Create educational series (how to use our product, how to invest etc.) that convert viewers into customers, • Write market analysis scripts for influencers, • Optimize scripts based on performance data, • Structure content for maximum user conversion, engagement and retention What You Bring: • 3+ years of content writing experience in financial services, • Deep understanding of trading products and services, • Deep understanding of US stock market dynamics, • Proven track record of writing high-converting content, • Experienced and passionate about social media content creation What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $65,000 - $85,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

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, Second Shift (3:00pm - 11:00pm) Bradford Construction currently has an opportunity for an experienced Superintendent to support multiple projects with one of our clients, a NYC Public Agency. Roles & Responsibilities: • Coordinate, schedule, and manage all subcontractors and vendors., • Expedite subcontractors and vendors on a daily and weekly basis., • Identify and resolve construction-related issues as they develop., • Supervise self-perform work and develop specialized construction methods to improve job efficiency., • Oversee material receiving, ensuring all items are inspected for quantity and quality, and receiving tickets are signed, coded, and filed properly., • Maintain accurate timekeeping and cost control records., • Support jobsite reporting requirements, including: daily reports, field purchase orders, weekly unit reports and updates to the two-week lookahead schedules, monthly updates to the overall construction schedule,, • Review shop drawings and submittals to assist project managers in maintaining compliance with the submittal schedule and contract documentation., • Attend all required jobsite meetings., • Experience with NYC public agencies is strongly preferred., • Minimum of eight (8) years of work experience as a technical specialist in the construction industry., • At least four (4) of these years must have been involved in managing all phases of construction work on multiple projects., • Experience in new and modernization type construction., • Proven experience in interpreting contract documents (specifications, drawings, shop drawings).

Job DescriptionAbout Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About the Role We’re looking for a Junior Integrated Marketing Specialist - Sports Focus to join our dynamic marketing team and help drive brand engagement through both sports and fintech marketing initiatives. This role offers a rare opportunity to combine sports passion with creative marketing strategy, supporting our moomoo x New York Mets partnership and broader brand campaigns that connect fans, investors, and the wider public. You’ll play a key role in executing co-branded activations, managing content production, and analyzing campaign impact — while collaborating across marketing, design, and business teams. This role must be based on the office location specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. Requirements What You’ll Do: • Plan and execute co-branded sports marketing campaigns with the New York Mets — online, across social media, and onsite at Citi Field., • Support integrated marketing projects such as webinars, influencer programs, community events, and partnership initiatives., • Analyze fan and user engagement behavior to identify what drives interest and conversion across sports and finance audiences., • Collaborate with internal teams and external partners to ensure consistent messaging and brand alignment., • Assist in developing creative assets and content for digital, social, and in-stadium activations., • Monitor campaign performance and prepare data-driven reports with actionable insights and recommendations., • Contribute ideas for influencer engagement, sports fan experiences, and cross-channel marketing opportunities. What You Will Bring: • 1–2 years of relevant experience in marketing, preferably in sports, fintech, or consumer marketing., • Bachelor’s degree in Marketing, Communications, Sports Management, or a related field., • Strong written and verbal communication skills with creative thinking ability., • Comfortable multitasking and collaborating in a fast-paced, cross-functional environment., • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $55,000 – $70,000.This role is also eligible to participate in our discretionary bonus plan. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

About the Company Our client is a growing Alternative Investment/Financial Firm based in Midtown NYC seeking to add a VP Macro Economic Research to their growing NYC Team. Reporting to the Global Head of Economic Research and working closely with various other teams, this role will provide strategic and financial expertise to the businesses Responsibilities • Develop and implement research to understand new markets and opportunities which, • Design and implement a high-impact engagement strategy for sovereign wealth funds, public pension funds, and other asset owners and institutional investors., • Oversee analytical agenda, in partnership with other teams, analytics groups in other lines of business, • Lead and analyze the production of the U.S. forecast including managing and maintaining the US Macroeconomic Model., • complement our existing business and create opportunities for growth, • Conduct analysis of macroeconomic data, political developments and geopolitical news in key geographic areas, • Keep abreast of theoretical and empirical developments,, • Deliver custom solutions across a growing portfolio of strategic sites in key markets across the United States and beyond, • Interpret their meaning for financial data points and presents findings to the Executive Team, • Responding to Stakeholders internal queries about our economic outlook and forecasts would also be expected, • Deliver bespoke research projects that influence executive decision-making across brand, product, institutional solutions, and affiliated distribution topics, • Provide strategic insights and recommendations based on market research findings., • Identify areas of a case for development and strategizes and oversees complex analyses, • Analyze large datasets to identify trends, risks, and opportunities in target markets., • Manage strategic projects to identify new business opportunities and support growth initiatives., • Collaborate with internal stakeholders to develop and implement market solutions., • Manage, update, maintain a set of recurring analytics packages, • Support ad-hoc analysis to support team or business initiatives, • Perform related duties as assigned. Qualifications • 10+ years of experience in Economic Services/ Consulting /Strategic Operations or a related field., • Strong and well-developed analytic, problem-solving and quantitative skill, with exceptional attention to detail., • Demonstrated people leadership / management., • Develop and implement operational strategies to support the business's growth and profitability objectives., • Exceptional project management and organizational skills., • Experience in performing complex problem solving and business trade off decision analysis., • Results-orientation with an ability to take initiative, execute and complete deliverables in a timely manner.

AML Analyst Position The AML Analyst plays a crucial role in supporting the organization's efforts to detect, prevent, and report money laundering activities and ensure compliance with AML and sanctions regulations. This entry-level position provides an excellent opportunity to develop skills and gain experience in financial crime compliance and AML operations. Responsibilities • Evaluate alerts generated by the Firm's transaction monitoring system (Actimize) to identify potentially suspicious transactions and customers who may pose a financial crime risk. Escalate findings in accordance with internal policies and regulatory requirements., • Review and analyze real-time OFAC and sanctions-related transaction alerts to ensure compliance with applicable laws and regulations. Due to payment processing times, the AML Analyst will be required to work until 6 pm, 2-3 times per week., • Conduct fraud and AML investigations into activities that may trigger a SAR filing requirement., • Participate in regular internal and external training sessions to stay current on AML and sanctions regulations, industry best practices, and internal compliance policies., • Assist in drafting team trainings, policies and procedures, and presentations., • Bachelor's Degree required., • 1-3 years of experience in reviewing customers and customer transactions for potentially suspicious activity and performing AML-related investigations using automated AML monitoring software., • Knowledge of the Bank Secrecy Act (BSA), the USA PATRIOT Act, and FinCEN/SAR., • Experience in securities within Private Wealth Management, ideally with a Broker-Dealer or Registered Investment Advisor., • SIE Exam and Series 7 are preferred., • Actimize Essentials experience is preferred., • Excellent research skills, including online research tools (LexisNexis and/or WorldCheck is a plus)., • Strong writing, analytical, decision making/problem solving and communication skills., • Able to multitask and complete projects timely., • Strong organizational and time management skills., • Experience drafting SAR Narratives. Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support. Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit ___. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.