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Job DescriptionSenior Tax Attorney or Partner Trusts and Estates Partner Position Overview We are seeking an experienced Trusts and Estates Partner to join our prestigious law firm. The ideal candidate will have a strong background in tax law and estate planning, with a proven track record of serving high net worth clients. This role involves providing comprehensive legal advice on trusts, estates, and tax-related matters, while leading a team of attorneys in delivering exceptional service to our clients. Key Responsibilities • Provide expert legal advice on trusts, estates, and tax matters to high net worth clients., • Lead and mentor a team of attorneys in the trusts and estates practice area., • Draft and review estate planning documents, including wills, trusts, and powers of attorney., • Develop and implement strategies for tax-efficient wealth transfer and estate planning., • Manage complex estate and trust administration, including probate matters., • Cultivate and maintain client relationships, ensuring high levels of satisfaction and retention., • Stay updated on changes in tax and estate laws to provide the best advice to clients.Qualifications, • Juris Doctor (JD) degree from an accredited law school., • Active attorney license in the relevant jurisdiction., • Minimum of 7 years of experience in trusts and estates law., • Strong knowledge of tax law as it pertains to estate planning., • Proven ability to work with high net worth individuals and families., • Excellent communication and interpersonal skills. • Medical/Dental/Vision, • 401(k), • Origination Bonus, • Annualized Performance Bonus, • For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 04/20/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results. Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.

Job Description A successful Financial Advisor at our firm is detail-oriented, has excellent communication skills, is experienced in financial planning, portfolio management and insurance, is looking to join a team of like-minded, independent advisors, has a minimum of 3 years of experience and who has demonstrated success with client roles. The candidate must have a passion for financial planning and protection and provide a top-notch client experience. Responsibilities: · Develop a book of business by effectively sourcing prospective clients, capitalizing on referrals, assessing client needs while respecting their risk profiles, recommending clients for appropriate financial plans via customized solutions based upon individual requirements. · Recommend suitable investment and protection products based upon their goals, time horizon, risk tolerance, resources and needs. · Balance client needs, prospect building, compliance, and personal growth. · Utilize resources of experts to identify planning and investment strategies. · Complete required training, performance goals and continuing education requirements. · Acquire clients through individual marketing techniques. Required Skills · Proven ability to engage and influence a full range of individuals. · Extraordinary interpersonal and relationship building skills. · Effective communication skills with the ability to build trust with clients. · Demonstrated ability to assess the needs of clients and recommend suitable solutions. Qualifications · A 4 year Bachelor’s Degree. · Knowledge of the Financial Advisor role. · Proven track record of success. · 3+ years of financial advising experience. · Life/Health Insurance licensed. · Series 65 or 66 license is required. · A book of business is a plus.

Job DescriptionCompany Description Finance Job Description Note: Consulting experience is a plus however the role is primarily an automation and data analytics position. We are looking for someone with advanced technical background in building automation solutions. TOP SKILLS 1. Minimum 5 years' experience, 2. BACHELOR’S REQUIRED in Business or Computer Science or related field, 3. Data fluency, 4. Certification in automation tools preferred Automation Initiatives – Wealth Management Operations- TEMCO Job Summary: We are seeking an Associate to support and drive automation initiatives within our Wealth Management Operations division. In this role, you will balance technical development skills with business analysis and stakeholder engagement. You will work closely with operations teams to identify high-impact process automation opportunities and implement solutions using RPA platforms (such as UiPath, Power Automate, etc..) and scripting languages (Python, VBA, SQL, etc.). The ideal candidate has a strong understanding of operational processes and controls, experience delivering automation projects, and excellent communication skills to ensure successful adoption of new solutions. Responsibilities & Capabilities: • Process Analysis & Opportunity Identification: Work with TEMCO teams to uncover automation use cases, evaluate feasibility and potential value, and prioritize quick-win opportunities. Clearly document business requirements, acceptance criteria, and expected outcomes for each initiative., • Automation Solution Design & Development: Translate business and control requirements into robust automation solution designs. Design, build, test, and deploy automation solutions using RPA tools, workflow automation software, and scripting technologies. Ensure solutions are scalable, resilient, and meet performance expectations. Support user acceptance testing (UAT), rollout, and operational readiness for all automation deployments., • Stakeholder Engagement & Change Adoption: Serve as a liaison between technology teams and business stakeholders in operations. Provide training and guidance to operations staff adopting new automated processes to ensure smooth transitions. After implementation, highlight achieved improvements and value to encourage organization-wide support for automation initiatives., • Production Support & Continuous Improvement: Monitor and support production automations, promptly investigating and resolving any incidents or exceptions to minimize business disruption. Perform root-cause analysis on automation failures and implement enhancements to prevent recurrence. Gather feedback post-implementation and drive continuous improvement of automation solutions and processes. Identify opportunities to reuse components and implement best practices to increase efficiency and consistency across Wealth Management Operations automation projects., • Communication & Reporting: Provide transparent updates on project status, risks, and realized benefits to stakeholders and leadership. Ensure any risks or issues are escalated in a timely manner and that project milestones are well-communicated. Qualifications: • Education & Experience: Bachelor’s degree or equivalent experience. Approximately 5+ years of experience designing and delivering process automation solutions in the financial services industry (preferably within Wealth Management Operations)., • Automation Tools Expertise: Hands-on experience with leading RPA/automation platforms – such as Alteryx, UiPath & Microsoft Power Automate for developing automated workflows. Strong scripting/programming skills in languages like Python, VBA, or SQL for building custom automation scripts and integrations., • Domain Knowledge: Solid understanding of Wealth Management Operations processes, including areas like trade processing, settlements, reconciliations, client reporting, reference data, and exception management. All your information will be kept confidential according to EEO guidelines.

Job DescriptionAbout Monstro Monstro is the operating system for governed financial intelligence. We build the infrastructure that enables artificial intelligence to operate safely, explainably, and at institutional scale in highly regulated financial domains. We exist because the level of financial guidance historically available to a small group should be accessible to many more people. By combining AI with deep institutional infrastructure, we help financial institutions deliver more personalized, responsible, and life-changing financial support to millions of individuals. We're building mission-critical systems in a regulated domain, and we care deeply about doing it right. If you're motivated by meaningful problems, high standards, and improving financial outcomes for people who have never had access to them before, you'll feel at home here. About the Role The Senior Wealth Strategy Advisor is a foundational hire. This person is responsible for ensuring that Monstro's financial logic is institution-grade from the outset — correct, complete, and coherent across the full scope of comprehensive wealth management. Financial planning advice built on imprecise logic compounds its errors over time. Tax assumptions that ignore estate implications, investment recommendations blind to income-phase distinctions, estate structures that conflict with insurance positioning — these are not edge cases. They are the daily reality of comprehensive wealth management, and they are precisely what AI systems get wrong first. This role exists to prevent that. You will serve as the internal authority on how Monstro's platform reasons about wealth — not as a reviewer after the fact, but as the architect of the foundational logic itself. You will work directly with Monstro's Founder, who brings deep wealth management and family office experience. This role expands that expertise into durable, scalable guidance that safely governs product behavior over time. Domain Scope You will be the internal authority across five pillars of comprehensive wealth strategy. Cash flow sits at the foundation — it governs what is possible across every other domain. Deep expertise in at least one pillar is required; the ability to reason across all five collectively is essential. • Cash flow — Income, expenses, surplus allocation, debt management, liquidity planning — the foundation that determines capacity across every other domain, • Tax planning — Income tax strategy, Roth optimization, tax-efficient withdrawal sequencing, entity structuring, UHNW tax planning, • Estate planning and legal structures — Trust design, estate tax planning, GRATs, dynasty trusts, business succession, generation-skipping strategies, asset protection, • Financial planning — Cash flow planning, risk management, insurance integration, retirement income architecture, holistic plan construction, • Investments — Asset allocation, portfolio construction, asset location, withdrawal strategy, annuity design, retirement income products What You'll Do Define the financial framework foundation Establish the wealth strategy and provide expertise to the product and engineering team regarding frameworks, principles, and decision guidance that govern how Monstro's platform reasons about complex financial scenarios. Your expertise defines the foundation — what the platform understands, how it weighs tradeoffs, and where it draws boundaries. Articulate wealth strategy in a form teams can act on Translate your financial expertise into clear principles and structured guidance that product teams can work with you to develop into actionable requirements. The goal is articulation — making expert judgment legible and usable for the people responsible for building from it. Model cross-domain dependencies Document and clarify the interactions that most AI systems get wrong: how Roth conversion decisions affect estate tax exposure, how trust structures interact with income tax elections, how insurance product positioning changes with retirement income phase. Surface second- and third-order effects before they compound into downstream errors. Distinguish rules from judgment Identify where structured, rules-based guidance is appropriate and where expert review or human judgment is required. Serve as subject matter expert reviewer Act as the senior subject matter expert reviewer for early advice frameworks, edge cases, and high-stakes planning scenarios. Establish standards for accuracy, completeness, and consistency that withstand institutional scrutiny. Act as expert, challenger, and gatekeeper The most common failure mode in AI-assisted financial guidance is not hallucination — it is plausible-sounding advice that ignores the dependency structure of wealth strategy. You serve as the expert, challenger, and gatekeeper: ensuring that oversimplified or technically incorrect guidance never reaches the platform. What Success Looks Like • Monstro's core financial logic reflects institution-grade wealth strategy rigor that expert reviewers would not find fault with, • Cross-domain interactions — tax ↔ estate ↔ investment ↔ planning ↔ cash flow — are correctly modeled and defensible at every dependency point, • Product and engineering teams have clear, actionable guidance — not ambiguity that forces them to make domain decisions they are not equipped to make, • The financial logic established in this role is precise and complete enough that it does not require structural correction as Monstro grows in scope and complexity, • Every simplification is intentional and documented — tradeoffs are explicit, not artifacts of incomplete modeling What We're Looking For Required credentials (one or more): • JD / Attorney, ideally with tax or estate specialization, • CPA or CPA/PFS, • CFP® combined with an advanced designation (JD, LL.M., AEP®, CPA), • LL.M. in Taxation, • Senior-level experience equivalent to a Wealth Strategist, Advanced Planning Strategist, or senior practitioner at a top financial institution, law firm, accounting firm, or academic institution, • Deep tax expertise with strong understanding of downstream implications across estate, investment, and planning domains, • Demonstrated experience in estate planning and legal structures — trust design, estate tax strategy, business succession, • Broad financial planning background beyond a single specialty — able to reason across the integrated wealth management system The Advanced Planning Strategist: e.g., CPA/JD/AEP® from a major institution, law firm, or accounting firm. Has reviewed complex, multi-domain wealth plans under institutional accountability. Accustomed to the standard of rigor Monstro's platform must meet. The cross-credentialed specialist: e.g., CPA + JD + CFP®, or JD + LL.M. + AEP®. Holds credentials spanning tax, legal, and planning domains simultaneously. Multiple credentials across domains are evidence of the integrated thinking this role requires — not resume decoration The financial framework builder: e.g., prior experience building guidance frameworks, institutional playbooks, or structured advisory systems. Has experience translating expert financial judgment into documented frameworks, structured guidance, or institutional playbooks — whether at a major firm, fintech, or in an advisory capacity. Understands how expertise becomes process. Additional Signals We Value • Published research, authored curricula, or editorial board participation in financial planning or estate planning journals (Journal of Financial Planning, Financial Planning Review, ACTEC Law Journal, NAEPC Journal), • Experience with UHNW or family office complexity — environments where cross-domain planning errors have material consequence, • Prior exposure to AI-enabled financial tools, rules-based platforms, or fintech product development, • Comfort operating as a senior individual contributor without a team of analysts, • Familiarity with the academic literature in comprehensive financial planning, retirement income, estate planning, and behavioral finance Location & Work Model Hybrid — New York City. Preference for candidates based in or willing to work from New York City. Why Monstro? • Ownership & Impact: Shape the future of AI-powered finance—building a category-defining product used by consumers and institutions around the world., • Elite Team: Join a team with leadership that has a track record of scaling companies from early stage to major exits., • Principles-Driven Culture: Work in a culture that values speed, ownership, and impact—what most companies achieve in 90 days, we do in 45., • Comprehensive Compensation Package: Competitive salary, equity, and robust benefits package, including paid health, vision, dental, and disability coverage.Compensation & Benefits, • Base Salary: $237,000 – $280,000 (New York City range), • Equity participation A Note on Interviewing: We sometimes use AI note-takers to help us transcribe interview notes, so we can be more present in your interview. If you'd like to opt out of us using automatic transcribers, please note this in the free text field in your application, otherwise we'll take your application as confirmation that you're happy for us to use notetakers (whether added to video calls or in the background).

Job DescriptionAbout NYLAG Founded in 1990, NYLAG is a leading civil legal services organization combatting economic, racial, and social injustice by advocating for people experiencing poverty or in crisis. Our services include comprehensive, free civil legal services, financial empowerment, impact litigation, policy advocacy, and community partnerships. NYLAG exists because wealth should not determine who has access to justice. We aim to disrupt systemic racism by serving individuals and families whose legal and financial crises are often rooted in racial inequality. NYLAG goes to where the need is, providing services in more than 150 community sites (e.g. courts, hospitals, libraries) and on our Mobile Legal Help Center. NYLAG’s staff of 410 impacted the lives of nearly 129,000 people last year. Job description: New York Legal Assistance Group (NYLAG) seeks a highly motivated Spanish-speaking Staff Attorney for a full-time position representing detained immigrant New Yorkers and those at imminent risk of detention and deportation as part of NYLAG’s partnership with the Rapid Response Legal Collaborative (RRLC). The job requires a proactive ability to solve problems under time pressure, the strongest commitment to clients, and a desire to work at the forefront of the effort to protect due process and immigrants’ rights during an extremely challenging time. This attorney in this position will provide legal representation before the federal district courts, immigration courts, Board of Immigration Appeals, and circuit courts for detained and non-detained immigrants, including immigrants with final orders of removal. Duties and Responsibilities: • Represent immigrants who are detained or at imminent risk of detention with petitions for habeas corpus, accompaniment to check-ins, final orders of removal in appeals, motions to reopen and other proceedings before the immigration courts, Board of Immigration Appeals, and Circuit Courts of Appeal., • Appear in both the detained and non-detained Immigration Courts on a regular basis to represent immigrants in removal proceedings., • Prepare and file appeals to the Board of Immigration Appeals and Second Circuit Court of Appeals as needed., • Draft and file habeas corpus petitions and other federal litigation as needed., • Prepare and file motions, briefs, forms, affidavits, other supporting documents, motions, and legal memoranda for submission to USCIS, EOIR, the Board of Immigration Appeals, federal district courts and circuit courts., • Provide pro se assistance with motions to reopen, applications for asylum, petitions for habeas corpus and other related matters., • Screen clients for eligibility for immigration relief, petitions for habeas corpus, motions to reopen, and grounds for appeal., • Provide legal advice and counsel to detained individuals, individuals at risk of detention, their family members and community members., • Interview clients in and out of detention, as well as their witnesses., • Conduct client consultations of detained and non-detained clients and track client cases, progress of applications, and follow up for funding purposes., • Represent NYLAG to our funders and collaborative partners including sharing materials, and attending meetings, conferences, and trainings., • Supervise interns, volunteers, and pro bono attorneys as needed; and, • Juris Doctorate from an accredited school, • Admission to the New York State bar, • Fluency in Spanish required, • Minimum 1 years experience working in removal defense required, 2 years preferred, • Experience working with detained and/or post-order clients preferred, • Excellent writing, speaking and organizational skills, • Ability to communicate effectively with clients, community organizations, attorneys, the judiciary, and the public, • Ability to work in a collaborative setting with other professionals, • Demonstrated commitment to immigrant rights, criminal justice, and/or social justice issues, • Experience working with survivors of trauma and at the intersection of criminal law and immigration law Employment type: ☒ Full-time Professional Level: ☒ Entry Level Salary Range: NYLAG is a unionized workplace, and salaries are set pursuant to a collective bargaining agreement. The current salary range for this position is between $88,265 and $101,009. Benefits: Medical, dental, vision, 401k, life insurance, long term disability, commuter benefits, flexible spending accounts (FSA) for Medical and Dependent care. Application Instructions: Please save resume and cover letter on one pdf. Covid Vaccination Policy: Please note, to safeguard the health and well-being of our employees and clients, NYLAG requires all employees to be fully vaccinated for COVID-19, unless a medical or religious exemption is approved. NYLAG is committed to a hybrid work policy for staff whose work does not require their full-time presence in the office. NYLAG’s current policy is that most staff are required to work in NYLAG’s offices or do other in-person work at least two days each week. This policy is subject to change. Powered by JazzHR v9EjpqM8Mi

Job DescriptionAbout NYLAG: Founded in 1990, NYLAG is a leading civil legal services organization combatting economic, racial, and social injustice by advocating for people experiencing poverty or in crisis. Our services include comprehensive, free civil legal services, financial empowerment, impact litigation, policy advocacy, and community partnerships. NYLAG exists because wealth should not determine who has access to justice. We aim to disrupt systemic racism by serving individuals and families whose legal and financial crises are often rooted in racial inequality. NYLAG goes to where the need is, providing services in more than 150 community sites (e.g. courts, hospitals, libraries) and on our Mobile Legal Help Center. NYLAG’s staff of over 410 impacted the lives of nearly 129,000 people last year. Job description New York Legal Assistance Group (NYLAG) seeks a highly motivated Supervising Attorney for a full-time position. The Supervising Attorney will lead a team of Staff Attorneys and Paralegals primarily working on detained and non-detained federal litigation, removal defense and post-order cases. The job requires substantive knowledge and experience working within the federal courts and immigration courts, with particular emphasis on supporting asylum-seeking families and minors, analyzing the intersection of criminal and immigration law, and overseeing the development and implementation of programming and contract management. Candidates will have a proactive ability to solve problems under time pressure, a strong commitment to providing client-centered services for clients experiencing trauma, and an ability to provide professional development and support to a team of attorneys, paralegals, and volunteers at various stages in their careers. The Supervisor will work within the Immigrant Protection Unit at NYLAG as a part of the unit leadership team assisting with the operations of the unit, grant reporting, and development of the team and unit. The Supervisor will report directly to the Director or Associate Director of the Unit. Duties and Responsibilities The Supervisor’s responsibilities will include: • Provide supervision and subject matter expertise for individuals who are detained or at high risk of detention, including petitions for habeas corpus, post-removal order cases including Motions to Reopen, Credible and Reasonable Fear proceedings, and substantive appeals to the BIA and Circuit Courts., • Provide supervision and subject matter expertise on screening, issue-spotting and advising prospective clients, on asylum, withholding of removal, and relief pursuant to the Convention Against Torture, Special Immigrant Juvenile Visas, Cancellation of Removal, inadmissibility and removability, and other relief available to detained and non-detained immigrants in removal proceedings., • Manage assignment of cases and professional development for supervisees., • Represent a small number of detained and non-detained New York City residents in petitions for habeas corpus before the federal courts, removal proceedings before EOIR, and in appeals to the BIA and the circuit courts., • Act as a liaison to partner organizations and other external stakeholders to coordinate programming and reporting., • Track client cases, progress of applications, and follow up for funding purposes. Liaise with NYLAG Development team to compile data and report to funders on relevant grants., • Conduct internal and external trainings for attorneys, paralegals, and other community advocates., • Represent NYLAG to our funders, collaborative partners, and other external stakeholders including coordinating programming and reporting, attending conferences and trainings, and sharing materials., • Develop and expand relationships with community-based organizations and partners ., • J.D. and admission to New York State Bar., • Fluency in Spanish required., • Minimum 5 years of experience working in immigration law, including substantive experience representing clients in removal defense, including motions to reopen and post-order matters asylum, appeals and federal litigation., • Experience working on detained cases and petitions for habeas corpus highly preferred., • Minimum three years of experience supervising individuals highly preferred., • Ability to work quickly and collaboratively to respond to changing enforcement environments., • Ability to work in a collaborative setting with other professionals., • Demonstrated commitment to working with immigrant communities and advancing racial and social justice., • Excellent writing, speaking, and analytical skills., • Experience working with survivors of trauma.and the intersection of criminal law and immigration law., • Strong advocacy skills, including the ability to develop creative legal arguments, and individualize case strategies for clients with cases in varying legal postures. Employment type: ☒ Full-time Professional Level: ☒ Managerial Salary Range: NYLAG is a unionized workplace, and salaries are set pursuant to a collective bargaining agreement. The current salary range for this position is for a yearly salary between $116,009 – $142,752. Benefits: Medical, dental, vision, 401k, life insurance, long term disability, commuter benefits, flexible spending accounts (FSA) for Medical and Dependent care. Application Instructions: Please save resume and cover letter on one pdf. Powered by JazzHR ghna4wqZoB

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

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

Job Description 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 D funding round brought our total investment to over $320 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 9 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Your Role As Director, Tax Reporting & Cost Basis, you will define and lead Alpaca's global tax reporting strategy, with a U.S.-first foundation and expanding international complexity. You will own the end-to-end design, build, and execution of a proprietary cost basis engine and scalable tax reporting infrastructure. This includes ensuring accurate, timely, and compliant reporting across regimes such as 1099, 1042-S, 5498, and contribution-related reporting, while building frameworks to support global clients. Your mandate is to deliver a clean, accurate, and on-time tax season every January, supported by rigorous processes, repeatable playbooks, and proactive system validation throughout the year. Things You Get to Do • Define and execute Alpaca's global tax reporting strategy, balancing U.S. requirements with international client needs, • Architect and lead the build of a proprietary cost basis engine from the ground up, in close partnership with Engineering, • Design and implement a global tax matrix (country of residence vs. security domicile) to determine treaty rates and withholding logic, • Oversee all reporting obligations including 1099, 1042-S (non-U.S. persons), 5498 (retirement accounts), and contribution-related reporting, • Establish a year-round tax readiness program, including multiple test cycles, reconciliations, and "dry runs" to validate systems and data pipelines, • Own delivery of a flawless January tax season, with clear guidelines, SLAs, and operational rubrics for execution, • Build and scale a high-performing team, setting standards for accuracy, accountability, and continuous improvement, • Partner cross-functionally with Product, Engineering, Compliance, and Operations to embed tax logic into core systems, • 10+ years of experience in brokerage tax reporting and cost basis, with deep U.S. expertise, • Hands-on experience building or leading the development of a cost basis engine or similar financial calculation system, • Strong knowledge of 1099-COMP, 1042-S, 5498, and contribution reporting, including retirement account considerations, • Experience supporting global clients, including understanding of withholding, treaty rates, and cross-border tax implications, • Proven ability to design scalable systems, controls, and processes from scratch, • Track record of leading teams and delivering accurate, on-time tax reporting cycles, • Experience building a residence vs. security domicile matrix for treaty rate application, • Background in API-first brokerages, clearing firms, or multi-asset platforms, • Familiarity with international tax regimes and reporting beyond the U.S., • Experience running mock tax seasons, parallel runs, or large-scale system validation cycles, • CPA or equivalent certification, • Experience working directly with regulators or leading large-scale auditsHow We Take Care of You:, • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500 Recruitment Privacy Policy

Job DescriptionBackground: Brooklyn Org is a champion for Brooklyn. We celebrate Brooklyns brilliance and resilience, its incomparable culture and uncompromising grit and we demand more for our communities. Over our 15-year history, we have reimagined the role of philanthropy and provided immeasurable support to communities and nonprofit partners that are leading transformational change for Brooklyn. With a new model for community philanthropy, we are bringing together Brooklynites, Brooklyn backers, businesses, and broader believers in equity and justice to make Brooklyn a beacon for the world. We are a platform for galvanizing giving. We are here to ensure that ideas are met with resources, challenges are met with solutions, and inequity is met with justice. The Position: The Vice President of Philanthropic Partnerships reports to the Chief Operating and Financial Officer and is responsible for expanding and diversifying the foundations donor-advised fund (DAF) donor base by cultivating relationships with high-net-worth individuals, corporate philanthropists, and professional advisors. By leveraging expertise in philanthropic tax strategies, estate planning, and donor relations, this position will drive the foundations growth in DAF participation and ensure a seamless experience for both new and existing fundholders. The Vice President will also manage and provide strategic direction to the Donor Services Manager and the Grants & Compliance Manager, ensuring cohesive service delivery, robust compliance, and impeccable data management. This role requires flexibility, including occasional early morning, evening, or weekend commitments to accommodate donor engagements and events. Specific Responsibilities: Donor Cultivation & Acquisition • Proactively identify and engage prospective DAF donors, including high-net-worth individuals (HNWIs), family foundations, and corporate partners., • Conduct individualized donor consultations to discuss tax-efficient giving options and long-term philanthropic goals., • Collaborate with potential donors to customize giving strategies that align with their values, financial objectives, and community impact aspirations.Strategic Partnerships & Professional Advisor Engagement, • Develop and maintain strong relationships with estate planners, tax attorneys, wealth managers, and other financial professionals., • Host educational seminars, webinars, and workshops to inform advisors and their clients about the benefits and mechanics of DAFs., • Provide customized tools, resources, and support to assist advisors in discussing philanthropic opportunities with their clients.Donor Stewardship & Retention, • Coordinate with the Donor Services Manager to ensure a seamless onboarding process for new DAF holders, including fund agreement setup and initial contribution guidance., • Maintain ongoing engagement with fundholders by offering personalized support, updates, and consultations to maximize donor satisfaction and retention., • Conduct annual strategy reviews for fundholders, helping them refine their philanthropic focus and achieve greater impact.Team Leadership & Data Management, • Directly supervise the Donor Services Manager and the Grants & Compliance Manager, providing guidance, support, and professional development opportunities., • Oversee accurate, secure, and compliant data management practices for all donor records and fundholder information., • Collaborate with internal teams to enhance systems and processes that optimize donor engagement, compliance, and relationship tracking.Legal & Financial Knowledge Application, • Utilize expertise in philanthropic tax strategies, planned giving vehicles (including trusts and bequests), and estate planning structures to guide donors and advisors., • Ensure all donor agreements, gift structures, and fund management practices comply with IRS regulations, DAF policies, and the foundations guidelines., • Monitor emerging trends and regulations in tax law and estate planning to keep donors and professional advisors informed of new opportunities or requirements., • Other duties as assignedQualifications:, • Bachelors degree in Business, Finance, Law, Nonprofit Management, Philanthropy, or a related field is required., • Chartered Advisor in Philanthropy (CAP) or Certified Trust and Fiduciary Advisor (CTFA) is highly desirable, • 10+ years of demonstrated success in donor cultivation, relationship management, and securing philanthropic commitments, ideally within a community foundation or financial services environment., • Strong knowledge of donor-advised funds, planned giving vehicles, tax regulations, and wealth management strategies., • Proven ability to develop partnerships and collaborate effectively with professional advisors in estate, tax, and financial planning., • Excellent communication, presentation, and negotiation skills, with a track record of building trust and rapport with HNWIs and corporate donors., • Highly organized, proactive, and results-oriented approach to managing multiple relationships and initiatives simultaneously., • Exceptional attention to detail and commitment to maintaining accurate, compliant, and confidential data., • Willingness to work flexible hours, including occasional early mornings, nights, and weekends to accommodate donor-related events.Other Information: Currently full-time employees are expected to work in the BKO office located in Downtown Brooklyn Monday through Thursday with occasional events on Friday. In alignment with its Racial Justice Lens, the Organization is committed to maintaining a staff that diversifies philanthropy, including lifting up the leadership of people from communities historically underrepresented in the field and those directly affected by structural racism, centering them in decision-making. Brooklyn Org is an equal opportunity employer. The Organization does not engage in or tolerate discrimination on the basis of race, color, gender identity, gender expression, religion, age, sexual orientation, national or ethnic origin, disability, marital status, military veteran status or any other protected group in the locations where we work. Compensation: Brooklyn Org has a competitive and exhaustive benefits and leave plan and the salary range for this position is $130,000 $145,000 dependent on the successful candidates background and experience. To Apply: Brooklyn Org has retained the services of Harris Rand Lusk to conduct this search. Inquiries, nominations, and applications may be directed in confidence to: Kathryn Frances Research and Operations Manager Harris Rand Lusk 260 Madison Avenue, 15th Floor New York, NY 10016 Email cover letter and resume to: . Please include Brooklyn Org, VP Philanthropic Partnerships in the subject line of the email. Flexible work from home options available.

Job DescriptionAbout NYLAG: Founded in 1990, NYLAG is a leading civil legal services organization combating economic, racial, and social injustice by advocating for people experiencing poverty or in crisis. Our services include comprehensive, free civil legal services, financial empowerment, impact litigation, policy advocacy, and community partnerships. NYLAG exists because wealth should not determine who has access to justice. We aim to disrupt systemic racism by serving individuals and families whose legal and financial crises are often rooted in racial inequality. NYLAG goes to where the need is, providing services in more than 150 community sites (e.g. courts, hospitals, libraries) and on our Mobile Legal Help Center. During COVID-19, most of our services were virtual to keep our community safe. NYLAG’s staff of 390 impacted the lives of 129,000 people last year. Job description NYC’s Right to Counsel in Housing Court initiative has fully expanded the right to counsel to all New Yorkers facing eviction who are at or below 200% of federal poverty guidelines. NYLAG’s Tenants’ Rights Unit (“TRU”) has three available staff attorney positions on its Brooklyn, Queens, or Manhattan teams. TRU attorneys are passionate about defending tenants in extremely challenging cases and using motion practice effectively to get outstanding results for clients. TRU is an integral part of NYC’s Right to Counsel Coalition, ensuring New Yorkers with low incomes who are at risk of eviction have the right to an attorney to represent them in Housing Court and certain administrative proceedings. TRU is looking for talented lawyers (or recent bar passers) who are passionate about public interest law and social justice and want to work closely with communities burdened by systemic socioeconomic barriers to prevent eviction and homelessness by advancing all possible legal arguments. In the aftermath of the COVID-19 pandemic with the rapidly increasing cost of living and NYC’s profound dearth of affordable housing, which have disparately impacted the communities we represent, eviction prevention legal services are more critical now than ever. TRU, which has an extremely committed, collegial, and hard-working team of about 17 supervisors, 75 staff attorneys, and 18 paralegals, is a great place to start or build your legal career and gain valuable litigation skills while combatting the threat of eviction and homelessness. Duties and Responsibilities • Handle a full caseload of full representation non-payment and holdover proceedings in Housing Court, which involves extensive communication with clients, intense negotiations with opposing counsel, frequent motion practice, discovery and depositions, and significant advocacy with outside agencies on behalf of clients., • Handle litigation before administrative agencies as necessary, including DHCR matters, administrative housing discrimination proceedings before the NYC Commission on Human Rights, and proceedings where clients’ Section 8 vouchers are being terminated., • Admission to New York Bar, passage of a recent NY Bar Exam, or equivalent bar passage in a UBE jurisdiction. July 2025 bar exam takers will also be considered., • Demonstrated commitment to public interest law and social justice., • Litigation experience, including experience gained in law school clinics, internships, and externships., • Fluency in another language prevalent in New York City, such as Spanish, Russian, Haitian Creole, Mandarin, or Bengali NYLAG is proud to be an equal opportunity employer. People of color, women, people with disabilities, immigrants, veterans, lesbian, gay, bisexual, transgender and queer people, and those with lived experiences in the communities we serve are strongly encouraged to apply. Employment type: ☒ Full-time Professional Level: ☒ Professional Salary Range: NYLAG is a unionized workplace, and salaries are set pursuant to a collective bargaining agreement. The current salary range for this position is between $85,018 - $93,175. Benefits: Medical, dental, vision, 401k, life insurance, long term disability, commuter benefits, flexible spending accounts (FSA) for Medical and Dependent care. Application Instructions: Please save and upload your cover letter and resume to JazzHR as one single PDF. No other documents are necessary. In the first paragraph of your cover letter, be sure to indicate whether you’re admitted in New York. If you’re not admitted in New York, please indicate which bar exam you’ve taken and/or passed and whether you’ve taken and passed the MPRE and NYLE, and, if not, when you are taking each of these exams. Failure to follow these instructions will result in your application not being considered. Covid Vaccination Policy: Please note, to safeguard the health and well-being of our employees and clients, NYLAG requires all employees to be fully vaccinated for COVID-19, unless a medical or religious exemption is approved. NYLAG is committed to a hybrid work policy for staff whose work does not require their full-time presence in the office. NYLAG’s current policy is that most staff are required to work in NYLAG’s offices or do other in-person work at least two days each week. This policy is subject to change. Powered by JazzHR tNezco8ahc

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Tax Team at Mercer Advisors prides itself on a collaborative, fun, and supportive work environment. The Tax Team collaborates with our wealth management teams to provide tax compliance services to our high-net-worth clients. The Tax Team comprises of tax professionals, including Enrolled Agents, CPAs, and accountants across the nation. We work directly with a wide variety of clients and tax matters. As a member of the Tax Team, the Tax Associate is primarily responsible for the preparation of income tax returns, tax projections and analysis for our clients. The Tax Associate has a strong passion for client service and is eager to advance their knowledge in individual and entity tax preparation. The Tax Associate is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment. Essential Job Functions will include: • Prepare tax returns for high-net-worth individuals, trusts and businesses, • Create quarterly estimates and projections, • Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients, • Coordinate with tax support staff to ensure timely workflow practices and data integrity, • Work with tax staff to respond to tax notices and initial preparation of correspondence, • Stays up to date on tax law and any changes, • Bachelor's degree in Accounting or related field, • Working knowledge of tax preparation, preferably 1-3+ years of experience working in public accounting, • Obtained or plan to obtain CPA or EA, a plus, • Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus, • Highly organized and tax-oriented, • Ability to handle a large volume of activities at one time, • Ability to communicate concepts to clients and advisors in concise and understandable fashion Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $80,750—$95,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description ABOUT US | HR&A Advisors, Inc. (HR&A) is an employee-owned company advising public, private, non-profit, and philanthropic clients on how to increase opportunity and advance quality of life in cities. We believe in creating vital places, building equitable and resilient communities, and improving people’s lives. From Brooklyn to London, Medellin to Hong Kong, we have guided hundreds of clients in transforming real estate and economic development concepts, and public infrastructure, first into actionable plans and then into job-producing, community-strengthening assets. Our clients include real estate owners and investors, hospitals and universities, cultural institutions and philanthropies, community development organizations, and governments. HR&A has offices in Atlanta, Dallas, Los Angeles, New York, Raleigh, Washington D.C. and the Bay Area. We come from diverse backgrounds, have a breadth of lived experience, and share a passion for cities. We are former city officials, executive directors, planners, lawyers, architects, and economists. Hear more about the HR&A experience from our staff. Learn more about careers at HR&A on our website here. THE PRACTICE | HR&A's Inclusive Cities practice leverages our deep understanding of government, knowledge of local and private economic forces, and analytical rigor to promote social and economic justice. Our practice area centers racial equity and economic justice in economic development, policy, and planning. We help our clients identify who will benefit from economic development initiatives and show them how to design and execute more equitable projects, neighborhoods, and cities. By engaging communities and grassroots organizations in meaningful, non-extractive ways, we build new trust and durable partnerships. We launch new programs and community-driven projects to increase awareness and participation in our civic discourse, which is essential to shifting traditional economic development paradigms. Our team emboldens visionary public servants with the tools they need to embed equity into their policy and practice. We serve as a bridge between ideas and implementation, truly changing systems from workforce development to criminal legal system reform, so that lives are changed for the better. THE ROLE | HR&A is seeking a full-time Special Assistant & Research Analyst to support the Inclusive Cities practice leadership in our New York office. This is a hybrid role where you will dedicate approximately 70% of your time to high-level executive and operational support, coordinating across multiple projects within the Inclusive Cities practice, providing administrative support including calendaring, and taking on special projects for the practice. The remaining 30% of your time will involve research support for the practice, where you'll contribute to policy analysis, data synthesis, and report development that advances our equity-focused work. PRIMARY RESPONSIBILITIES Executive Support: * Proactive management and coordination of practice leadership calendars, including preparing and updating weekly schedules, forecasting scheduling conflicts and working quickly to resolve them, and responding to last-minute meeting requests with context-aware prioritization * Manage complex travel planning and detailed itineraries, including booking flights and hotel arrangements for client meetings, site visits, and community engagement events, and handling last-minute or urgent travel requests * Provide wide-ranging administrative support, including entering weekly timesheets, expense reporting and filing, and systems or technology support * Manage and assist with special projects and event coordination as assigned, including internal team meetings, client convenings, and community engagement sessions * Prepare leaders for meetings by organizing briefing materials, background research, and relevant context on attendees and topics Research & Analytical Support: * Conduct research on key policy areas relevant to the Inclusive Cities practice, including economic development policy, racial equity frameworks, community benefit agreements, workforce development, and criminal legal system reform * Collect, analyze, and synthesize data to support policy briefs, client reports, and internal knowledge-building * Assist in drafting research memos, literature reviews, and background sections of reports * Monitor news, academic research, legislative developments, and best practices relevant to equitable economic development and the practice's project portfolio * Maintain organized research databases and resource libraries for the practice team * Support cross-practice collaboration on research-related projects * Perform other duties as assigned EXPERIENCE REQUIRED * 2-4 years of work, with demonstrated research, writing, or analytical capabilities * Experience working with executives in a fast-paced, dynamic professional environment, ideally in professional services, public sector, or mission-driven organizations * Experience in policy research, community development, or social justice organizations is a plus * Ability to forecast and prioritize needs based on strategic understanding of the work, not just logistics * Must-have ability to follow through on tasks or projects, perform quality assurance/quality control (QA/QC), and advance them on behalf of Inclusive Cities leadership * Outstanding organizational and time management skills, including the ability to multitask across administrative and research responsibilities * Excellent written and verbal communication skills, with ability to write clearly and synthesize complex information * Strong research and analytical skills, including the ability to interpret data and distill complex policy information into clear, concise formats * Interest in and commitment to racial equity, economic justice, and community-centered development * Bachelor's degree in public policy, business administration, political science, economics, urban planning, or a related field is preferred, or equivalent experience HYBRID WORK POLICY | HR&A fosters a collaborative and flexible work environment through our hybrid work policy. Employees work from the office at least three days a week, which allows individuals the freedom to balance their professional and personal lives while maintaining a strong connection to their teams. COMPENSATION | The salary range for this position is $75,000 - $85,000 per year, plus the opportunity for a discretionary year-end bonus. Where an offer falls inside this pay range is dependent on experience. We offer competitive compensation packages, based on qualifications and experience. We are an employee-owned company, meaning you will have the opportunity to benefit from the firm’s growth over time through participation in our Employee Stock Ownership Plan. Each year, the firm will contribute funds to this long-term wealth-building account and may make contributions to other retirement accounts. We also provide a comprehensive benefits package that goes well beyond coverage of 90-95% of healthcare premiums, including dental and vision coverage. HOW TO APPLY | HR&A is committed to attracting and retaining a talented, diverse, competitive team of professionals dedicated to solving the challenges of urban life and advancing equity in all our work. Women, people of color, members of the LGBTQ community, individuals with disabilities, and veterans are strongly encouraged to apply. Please submit a cover letter and resume on HR&A's website here. Applications without a cover letter will not be reviewed. In your cover letter, please describe your interest in this hybrid role and how your executive support experience and research capabilities will contribute to our Inclusive Cities practice. We ask that you submit a version of your resume that has your school information removed. There is no need to reformat your resume, and you should leave your degree (e.g., "B.A. Economics" or "B.A. Public Policy"). But please remove all undergraduate and graduate school name references. This request is part of our ongoing work to build a hiring system that is free from bias and based on candidate merit and performance in the hiring process. All qualified candidates will receive consideration for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, gender identity or expression, age, disability, marital status, medical condition, veteran status, or any other basis as protected by federal, state, or local law. For more information, please contact us at . Please do not call regarding this position. Powered by JazzHR UyTN7bVbCD

Job DescriptionTax Manager / Senior Manager (High Net Worth/Ultra High Net Worth1040 Focus) Fully Remote (U.S.) | Travel to NE US 3-4X Per Year If you love working with high-net-worth individuals and families, but you are tired of the always-on grind that never matches real life, this might be your lane. Our client is a growing CPA firm that is intentionally building a family-friendly, flexible culture.They are expanding their HNW and UHNW individual tax practice and want a manager or senior manager who can lead complex 1040 work, advise clients proactively, and coach a team without the pressure-cooker expectations that burn good people out. A Different Culture - A Different Mindset • Remote-first: Work from where you do your best work., • Reasonable travel: You do not need to live in Buffalo, but you should be open to visiting periodically for relationship-building and key moments., • Growth runway: This is a strategic hire tied to continued growth in HNW 1040 work and related planning., • Review and manage complex Forms 1040 and related filings, including multi-state returns., • Handle Schedule C, E, and F activities., • Work with pass-through entity K-1s (partnerships, S corps, trusts)., • Support foreign reporting needs such as FBAR and Forms 8938, 5471, 8865, 3520, and 3520-A., • Coordinate trust and estate income tax matters including Forms 1041.Deliver proactive planning that clients feel, • Identify and resolve complex issues tied to investment income, private equity, and hedge funds., • Support planning around equity compensation (ISOs, RSUs, QSBS), real estate, and charitable planning including donor-advised funds., • Navigate AMT, NIIT, and SALT considerations., • Stay current on tax law changes and translate them into clear action steps.Be the trusted point of contact, • Own client relationships with HNW individuals and family groups., • Lead year-end planning, estimated strategies, and life event planning (liquidity events, retirement, business sales)., • Coordinate with wealth managers, attorneys, and family office stakeholders.Lead a team like a real leader, • Manage budgets, deadlines, workflow, and quality across multiple engagements., • Review work with clarity and kindness., • Mentor seniors and staff on technical skills and client communication., • Improve processes and drive efficiencies.What will success look like?, • Clients feel supported, informed, and confident., • Returns are timely, accurate, and thoughtfully reviewed., • Staff feel coached and developed, not just reviewed., • Planning opportunities are identified proactively.What you bring:, • CPA required. Client will consider an EA or JD, • 6 to 10+ years in public accounting with a strong HNW individual tax focus, • Deep expertise in complex individual tax matters and strong review skills, • Experience mentoring teams and managing competing deadlines, • Trust, estate, and gift exposure, • Private equity, hedge funds, or alternative investment exposure

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. The Opportunity We are seeking a Managing Director who is both a producer and a builder—someone with a strong track record in financial services and proven experience recruiting, developing, and leading high-performing teams. This role is designed for leaders who want to build their own practice while scaling an organization within a supportive, growth-oriented environment. What You’ll Do • Build and lead your own team of Financial Professionals, • Actively recruit, train, and develop new advisors (minimum 8 hires per year), • Drive performance through coaching, mentorship, and accountability, • Maintain personal production across life insurance and annuity business, • Deliver holistic financial strategies to clients using a consultative approach, • Partner with internal specialists and external professionals (CPAs, attorneys, etc.), • Create a culture of growth, professionalism, and client-first service Requirements What We’re Looking For • Proven leadership and recruiting experience in financial services, • Strong production background (life insurance and/or annuities required), • Entrepreneurial mindset with the desire to build and scale a business, • Ability to attract, develop, and retain talent, • High level of professionalism, drive, and accountability, • Excellent communication and relationship-building skills Role Expectations This is a leadership-focused position intended for individuals committed to building and managing a team. • Recruit a minimum of 8 new Financial Professionals annually, • Maintain consistent personal production to remain in good standing, • Actively mentor and grow your team’s performance and retention What We Offer • A platform to build your own business within an established firm, • Access to advanced planning strategies, marketing support, and leadership resources, • Competitive compensation with uncapped income potential, • Ongoing leadership development and mentorship, • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

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 D funding round brought our total investment to over $320 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 9 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. Your Role: We are looking for a Head of Data to lead Alpaca's ~15-person data department across Platform Engineering, Analytics Engineering, and Data Science. You will own the data strategy, the team's execution, and the department's roadmap. The Data department serves every function at Alpaca: it powers partner invoicing and revenue attribution, provides the analytical foundation for sales, product, and compliance, and operates the data platform that processes hundreds of millions of events daily. You will manage three team leads, balancing operational delivery (invoicing, embedded analytics, regulatory reporting) with strategic bets (self-service warehouse, AI-powered analytics, enterprise search). This is a player-coach role. You will set direction for the team while staying close enough to the technical details to make architecture decisions, unblock your leads, and represent data's capabilities to the executive team. Things You Get To Do: • Lead and develop three sub-teams: Platform Engineering & ETL, Analytics Engineering, and Data Science & Analytics. Manage leads, set priorities, and ensure delivery., • Own the Data Lakehouse architecture: Trino, Iceberg/GCS, Airflow, Airbyte, Redpanda CDC, dbt. Make build-vs-buy decisions on tooling., • Drive partner invoicing accuracy and evolution: ensure invoicing logic is versioned, reproducible, and scales with new pricing mechanisms and product launches., • Deliver embedded analytics: expose warehouse data to partners via BrokerDash, SSR pipelines, and API-based reporting. Own row-level security and entitlements., • Support product launches with data change management: coordinate data impact analysis for new products (fixed income, global stocks, perps, 24/5 trading) across downstream datasets, dashboards, and reverse ETL., • Accelerate self-service: move the organization toward self-serve analytics via semantic layers, data catalogues, and conversational BI so the data team can shift from ad-hoc queries to strategic projects., • Guide AI/ML enablement: oversee enterprise AI search, agent-based workflow automation, and LLM-powered analytics. Help balance vendor solutions with in-house development., • Collaborate with Finance, Sales, Product, Compliance, and Customer Success to translate business needs into data products., • Manage infrastructure costs: keep data + cloud cost ratio under target as AUC grows., • 8+ years in data engineering or analytics, including 3+ years managing data teams (leads + ICs)., • Deep experience with modern data stack: dbt, Trino/Presto or equivalent query engines, Apache Iceberg or similar table formats, cloud object storage., • Hands-on experience with ETL/ELT patterns at scale: CDC (Debezium/Kafka), batch (Airflow/dbt), streaming, and reverse ETL., • Track record of building self-service analytics capabilities for non-technical stakeholders., • Experience with financial data: trading, invoicing, revenue attribution, or regulatory reporting in fintech or financial services., • Proficiency in Python and SQL. Comfortable reading code, reviewing PRs, and making architecture decisions., • Experience managing distributed/remote teams across multiple time zones., • Strong stakeholder management: you can translate between executive priorities and engineering execution., • Experience with brokerage or broker-dealer operations (clearing, settlement, market making, reconciliation)., • Familiarity with LLM/AI tooling: MCP, vector databases, enterprise search, conversational BI (WrenAI, Cube)., • Background in compliance analytics (AML/Actimize, KYC, margin calls)., • Exposure to open-source data catalogues (OpenMetadata, Collate) and data quality frameworks.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 COMPANY: Canoe Intelligence WEBSITE: TITLE: Relationship Manager, Enterprise LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $125,000 - $155,000 base salary + bonus (based on NYC, will be adjusted for geo) The Role: As a Sr. Relationship Manager, you’ll be joining an experienced team of Relationship Managers to lead long-term, strategic relationships with our largest clients. The Relationship Manager’s role is to develop strategic relationships with key decision makers / C-Suite, ensure the successful adoption and overall health of clients, deliver value and ROI to clients, identify opportunities for growth, and own the client renewal process. This position will have direct access to the world’s leading allocators of alternative investments and play an active role in designing the team and company’s scale strategy. What You’ll Do: * Build and maintain strong, long-lasting client relationships within our Enterprise Clients (Asset Servicers, Asset Managers, Asset Owners, et al). * Collaborate with cross-functional teams including Product, Implementation, Support, Sales, and Leadership to drive retention and revenue growth. * Lead the adoption of best practices for client retention, including business reports. * Drive net dollar retention (post-sales expansion and renewals) for Canoe’s clients. What We’re Looking For: * Proven experience owning a book of business where you were responsible for driving adoption, retention, growth, value realization, expansion, upselling, etc. * Demonstrated ability to communicate, present, and influence key stakeholders. * Experience providing ROI presentations or business reviews to senior stakeholders. * Excellent listening, negotiation, and presentation skills. * Previous B2B SaaS experience is highly preferred. * Previous experience in financial services, FinTech, or alternative investments highly preferred. What You’ll Get: * Medical, dental, vision benefits * Flexible PTO * 401(k) * Flexible work from home policy * Home office stipend + wifi reimbursement * Employee Assistance Program * Gym reimbursement * Education assistance * Parental Leave * Commuter benefits * Our Values: * Client First —> Listen, and deliver client-centric solutions * Be An Owner —> Take initiative, improve situations, drive positive outcomes * Excellence —> Always set the highest standard for yourself and others * Win Together —> 1 + 1 = 3 Who We Are: Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job DescriptionJoin our team and accelerate your career. Life insurance is a complex and consequential purchase that impacts hundreds of millions of Americans. With our powerful and integrated digital tools, expert support, and leading insurance products, we empower advisors to better serve their clients, grow their businesses, and bring the future of the industry to life. We are a high-growth, AI-driven brokerage backed by $35M from top-tier investors, including Thrive Capital (major investors in OpenAI, Stripe, Instagram, Spotify, Slack, and SpaceX), New York Life, and Northwestern Mutual. We're hiring a Marketing Manager to help execute and scale Modern Life's marketing efforts across campaigns, events, growth channels, and sales enablement. Reporting to the Director of Marketing, you'll be a hands on generalist who owns the day-to-day execution of our marketing engine — from paid media and email campaigns to advisor-facing materials and event logistics. You'll also need strong AI fluency to scale content production, automate workflows, and translate our platform's AI capabilities into compelling value propositions for financial advisors. What You'll Do • Execute marketing campaigns across email, LinkedIn, paid ads, and content — owning the full lifecycle from planning through performance analysis, • Test and iterate on paid and organic growth channels to drive advisor acquisition, with a focus on what converts, • Help manage conferences, webinars, and field events, including logistics, promotion, and follow-up, • Develop advisor-facing sales enablement materials — decks, one-pagers, email templates, and case studies that help our brokerage team convert, • Optimize existing lead lists and report weekly on pipeline contribution, MQLs, email performance, and event ROI — surfacing insights and recommendations to the Director of Marketing, • Manage and optimize our marketing tech stack, including Webflow, HubSpot, and Google Analytics to drive conversion and measure performance, • Leverage AI tools to scale content creation, automate repetitive workflows, and improve campaign efficiency, • Collaborate cross-functionally with sales, product, and design to ensure marketing efforts align with company prioritiesWho You Are, • 3-5 years of experience in a marketing generalist, growth marketing, or demand generation role — ideally in B2B, fintech, or financial services, • Hands on experience with HubSpot (or a comparable marketing automation platform), Webflow, and Google Analytics, • Comfortable with paid media. You've run LinkedIn, Google, or Meta ad campaigns and know how to optimize spend against performance, • You can craft compelling long-form content, write a sharp email, build a clean one-pager, and adapt tone for different audiences., • You actively use AI tools in your workflow and can articulate how AI capabilities translate into real value for end users, • You're analytical and data-driven — you don't just run campaigns, you measure them and adjust based on what the numbers say, • You're energized by working at a fast-moving startup where priorities shift and resourcefulness matters more than process

Job DescriptionJob Title: Lead SDET (Software Development Engineer in Test)Locations: Fort Mill, SC or New York City, NYType: Full-Time Company OverviewIncedo is a US-based consulting, data science and technology services firm with over 3000 people helping clients from our six offices across US, Mexico and India. We help our clients achieve competitive advantage through end-to-end digital transformation. Our uniqueness lies in bringing together strong engineering, data science, and design capabilities coupled with deep domain understanding. We combine services and products to maximize business impact for our clients in telecom, Banking, Wealth Management, product engineering and life science healthcare industries. Working at Incedo will provide you an opportunity to work with industry leading client organizations, deep technology and domain experts, and global teams. Incedo University, our learning platform, provides ample learning opportunities starting with a structured onboarding program and carrying throughout various stages of your career. A variety of fun activities is also an integral part of our friendly work environment. Our flexible career paths allow you to grow into a program manager, a technical architect or a domain expert based on your skills and interests. Our Mission is to enable our clients to maximize business impact from technology by: • Harnessing the transformational impact of emerging technologies

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: As the Director/AML Compliance, you will lead a dedicated team responsible for monitoring and enforcing anti-money laundering policies and procedures. Your leadership will be crucial in ensuring compliance with regulatory requirements and safeguarding the integrity of our financial services. You will work closely with internal and external stakeholders to identify and mitigate risks, providing expert guidance and oversight. This role must be based at the specified office locations, 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. Office Location: Jersey City, NJ This role must be based on 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. Requirements What you do • Oversee and manage the firm’s AML compliance program in accordance with the Bank Secrecy Act (BSA), USA PATRIOT Act, and applicable FINRA, SEC, and state regulations., • Act as a subject-matter expert on all AML-related matters, including CDD, EDD, transaction monitoring, sanctions screening, and SARs., • Design, enhance, and optimize AML data flows, reporting, and surveillance processes to improve efficiency and reduce manual review., • Partner with Technology, Operations, and Data teams to implement and refine AML systems, automation, and controls; Actimize experience is a strong plus., • Manage AML alerts, investigations, and escalations, ensuring timely and accurate regulatory filings., • Maintain AML WSPs, risk assessments, and internal controls., • Monitor regulatory developments and ensure ongoing compliance with FINRA, SEC, and state requirements., • Prepare for and respond to regulatory exams, audits, and inquiries., • Influence business decisions by providing risk-based compliance guidance., • Build and maintain strong internal and external relationships., • Provide guidance and training to AML staff and stakeholders. What you offer • Required: Broker-dealer experience, FINRA Series 7 License., • Required: Series 24 (or ability to obtain within 4 months of hire)., • Significant AML experience within a FINRA-registered broker-dealer; clearing firm experience preferred., • In-depth knowledge of current FINRA, SEC, state, and related regulations and rules., • Strong background in AML data, systems, and reporting., • Familiarity with Actimize or similar platforms preferred., • Excellent written and verbal communication skills, with the ability to produce clear, concise reports. 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 $145,000 - $180,000. 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*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. • Wealthfront engineers automate observability in case of failure. If something is up, our systems inform engineers appropriately. If our systems are quiet, they are healthy. If you are drawn to being an engineer within such an environment, and having outsized impact as an engineer at a magnitude that is only available within a company achieving greatness at our size (~350 employees, half in engineering), then we want to hear from you! 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.

Job Description About Antler Antler is where founders come to go further, faster. Antler is the world’s most active early-stage investor, backing exceptional people at the very start of their journey — and supporting them from inception to scale. Across 27 cities worldwide—including New York, San Francisco, London, Berlin, Bangalore, Singapore, Seoul, and Sydney—the firm helps founders remove the barriers to building by connecting them with world-class peers, validating business models, and providing initial capital. For founders who go on to build breakout companies, Antler Elevate—the firm’s flagship, emerging growth fund—invests beyond the early stages. To date, Antler has backed more than 1,900 startups globally across a wide range of industries and technologies with the goal of backing more than 6,400 by 2030. Antler runs a highly structured and thorough due diligence process to assess early-stage opportunities at scale. Through Antler’s structured investment approach, Antler gains a deep understanding of their strengths, scale of ambition, grit, and passion. A global network of advisors and domain experts helps further validate their business models, giving unique insights into founders’ potential. Antler is backed by institutional investors, including asset managers, life insurance companies, sovereign wealth funds, wealth managers, alongside unicorn founders and family offices. The board is co-chaired by Sheila Patel, former Chairman of Goldman Sachs Asset Management, and Tore Myrholt, former EMEA Chair of McKinsey, and the advisory board includes James Anderson, Chairman of Kinnevik and former co-manager of the Scottish Mortgage Investment Trust at Baillie Gifford; Peter Harrison, former CEO of Schroders; Ken Hitchner, former Chairman and CEO of Goldman Sachs APAC; Nancy Zimmerman, Co-founder and Managing Partner of Bracebridge Capital; David Fischer, former Chief Revenue Officer at Facebook; Todd Ruppert, former CEO of T. Rowe Price Intl and former Y Combinator Partner and serial entrepreneur Aaron Harris. North America is a critical growth market for Antler, both as a source of world-class founders and as a key LP fundraising geography. The firm is now investing meaningfully in its North American capital formation capabilities to match the scale of its global ambition. The Role This is a foundational hire and pivotal moment for Antler in North America. We are looking for a Head of Capital Formation to own and scale fundraising across the region - leading institutional capital raising while helping shape the next phase of Antler’s platform. This is not a stewardship role; it is a build role. You will lead fundraising across institutional LPs, family offices, and strategic investors, driving commitments into Antler’s global fund platform. At its core, this is a senior sales leadership position - combining relationship depth, execution intensity, and meaningful strategic ownership. You will be Antler’s most senior capital markets leader in North America, partnering directly with our global Managing Partners to set and execute regional fundraising strategy, open new investor channels, and convert momentum into closed capital. This role will suit someone coming from a senior capital formation or distribution background within asset management who is excited to trade infrastructure for impact. You won’t inherit a large team, a polished machine, or layers of support - you will help build them. Expect to be deeply in the work: originating, pitching, travelling lean, and closing. You will build and lead a small, high-performing capital team, setting the tone for a culture defined by ownership, rigour, performance and accountability. The right candidate brings: • an established North American institutional LP network, • a track record of closing complex fund commitments 1. Capital Raising & Origination (Core Sales Function) • Lead and deliver against North America fundraising targets across Antler's fund suite, including flagship regional and global vehicles, thematic strategies, and co-investment opportunities., • Manage the full fundraising cycle from prospecting and origination through qualification, pitching, due diligence management, and close., • Build and maintain a high-quality, well-segmented pipeline of institutional investors, endowments, foundations, pension funds, family offices, sovereign wealth funds, and strategic corporates suited to Antler's fund products., • Lead term negotiation and closing processes, including side letters, subscription documentation, and partnership structuring where required., • Establish and convert strategic LP partnerships that expand Antler's footprint and distribution capabilities in the region., • Provide a clear, data-driven view of the NA fundraising pipeline, reporting regularly to global Capital Team leadership on progress, risks, and opportunities. 2. Investor Relations & External Representation • Serve as the primary relationship owner for North American LPs across the full investor lifecycle — from prospecting through ongoing stewardship., • Maintain consistent, high-quality engagement, ensuring Antler remains top-of-mind and investors are well-informed on fund performance, portfolio developments, and strategic direction., • Represent Antler externally at investor meetings, industry forums, conferences, panels, and other targeted events, acting as a credible and authoritative voice on early-stage venture, emerging managers, and private markets., • Expand Antler’s reach by building and leveraging a network of advisors, gatekeepers, consultants, and other capital market intermediaries., • Act as a brand ambassador for Antler’s mission, investment thesis, and portfolio — translating complex strategies into clear, differentiated narratives that engage prospective LPs. 3. Team Leadership & Management • Build, lead and develop a team of 3+ Capital professionals in North America, setting clear targets, priorities, and performance standards., • Foster a high-performance, collaborative team culture aligned with Antler's global values and the professionalism expected of a world-class capital markets function., • Actively coach and mentor team members, supporting career development and technical skill-building in fundraising, LP relations, and deal structuring., • Allocate coverage responsibilities and manage team workflow to ensure the LP pipeline is efficiently worked, and no relationship falls through the cracks., • Work collaboratively with global Capital Team colleagues to share intelligence, align on messaging, and contribute to a One-Antler approach to fundraising., • Balance strategic oversight with active participation in day-to-day fundraising execution. 4. Product Strategy & Market Insight • Partner with global Managing Partners and the Capital Team to influence design and positioning of fund products that resonate with North American LPs and enable Antler to continue to scale., • Translate LP feedback into actionable input for fund design, structuring, and commercial strategy., • Support the development of compelling pitch materials, fund documentation, data rooms, and LP due diligence responses in collaboration with the IR, Legal, and Finance teams., • Identify opportunities for new partnerships, structures, or distribution channels that support Antler’s broader commercial strategy and long-term growth. 5. Investor Relations Platform & Infrastructure • Influence Antler’s capital formation infrastructure, including the adoption of pipeline management and CRM tools, and reporting discipline., • Introduce best practices from institutional asset management environments while adapting them to a fast-growing global platform., • Partner cross-functionally to strengthen systems, processes, and operational scalability as fundraising activity expands. Candidate Profile Background & Experience We expect candidates to come from a senior capital formation, distribution, or fundraising leadership role within institutional asset management, private markets, or alternatives investing. Your background will include: • Significant experience raising institutional capital across North America, ideally spanning venture capital, private equity, growth equity, or a global multi-asset platform., • A demonstrated history of originating and closing fund commitments directly with institutional LPs and sophisticated family offices., • Deep, active relationships across the North American allocator ecosystem, including pensions, endowments, foundations, consultants, fund-of-funds, family offices, and strategic investors., • Experience leading or building capital formation teams and operating as a senior representative of your firm in the market. This role requires strong commercial and execution capability. You will demonstrate: • Credibility and presence with sophisticated institutional investors, combined with a highly commercial mindset., • Strong commercial instinct and fundraising judgement — able to listen to LP needs, adapt product narratives, and manage objections with nuance and conviction., • Fluency with fund performance analysis, portfolio construction discussions, and institutional due diligence expectations., • A leadership style that develops strong teams while maintaining personal accountability for outcomes. Antler combines institutional capital formation with a builder mindset. The individuals who succeed here have: • An entrepreneurial mindset — comfortable operating in a fast-growing, globally distributed organisation where priorities evolve and opportunities emerge quickly., • Strong personal ownership — self-directed, proactive, and accountable for outcomes, with the ability to move work forward without extensive structure or oversight., • A collaborative instinct — sharing market intelligence openly, working across regions, and contributing to a genuinely global capital formation effort rather than operating in silos., • Intellectual curiosity about venture and innovation — genuine interest in early-stage investing, founders, and emerging technology ecosystems. Why Antler Antler offers a rare combination: the reach and operational infrastructure of a global firm with the culture and energy of a founder-led business. This role represents a genuine opportunity to shape the North American capital formation function at a pivotal moment in the firm's growth trajectory. What makes Antler compelling: • A genuine platform-building opportunity. You will shape Antler’s North American capital formation effort from an early stage, with direct influence on strategy, product positioning, and investor outcomes., • Institutional ambition with entrepreneurial pace. Antler combines global scale and sophisticated LP access with a lean operating model that rewards ownership, speed, and initiative., • A differentiated investment story. Antler backs exceptional founders at inception, creating exposure to the earliest point in the company lifecycle and offering LPs access to a distinctive, globally scaled venture platform., • Breadth of opportunity in a global team. Multiple fund vehicles and geographies create depth in the conversation with investors and a platform that can evolve with market demand., • High autonomy, high visibility. You will work closely with global leadership and have meaningful influence over how Antler presents itself to the market and raises capital in North America. 7pjSykNh7z

Job Description Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others with their financial planning. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights: Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations Location: New York City or Stamford, CT Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience: No experience required Education: Bachelor's degree or equivalent skills and work experience (Preferred not required) Licensing: Ability to obtain State Life & Health, SIE, Series 7, Series 66 with the help of our training programs Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development: FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Compensation & Benefits: Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture: Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29) Company DescriptionEquitable is a Fortune 500 company that specializes in Investment management, retirement planning, and asset allocation strategies.Equitable is a Fortune 500 company that specializes in Investment management, retirement planning, and asset allocation strategies.

Job Description Elevate Your Real Estate Career with RE/MAX Edge! Are you ready to propel your real estate career to unprecedented heights? At RE/MAX Edge, we're in the midst of dynamic growth and are on the lookout for passionate agents eager to seize a wealth of opportunities. Our innovative systems are generating more leads than ever, and we're thrilled to share them with driven professionals like you. With our state-of-the-art technology and proven lead generation tools, you'll have everything you need to close more deals and significantly expand your business. Why Choose RE/MAX Edge? • Abundant Quality Leads: Focus on what you do best—selling—while we provide you with high-quality prospects., • Comprehensive Support: Receive top-tier training and marketing assistance from our dedicated coaches and leadership team., • Reduced Administrative Burden: We handle the paperwork, allowing you to concentrate on building client relationships., • Full Tech Suite: Access a complete set of tools to streamline your workflow., • Robust Training: Master lead conversion techniques, regardless of your previous experience. Ideal Candidates: • Self-Motivated Go-Getters: We seek agents ready to harness the power of great leads., • Client-Centric Professionals: If you thrive on helping others, you'll fit right in., • Collaborative Team Players: Join a supportive environment where we uplift each other. Your Role at RE/MAX Edge: • Maximize lead follow-up to seize every opportunity., • Collaborate with buyers and sellers to achieve their real estate goals., • Host open houses to showcase listings and connect with potential clients., • Ensure seamless transactions from initiation to completion., • Expand your business through exceptional service and proactive outreach., • Leverage your market expertise to guide clients and address inquiries. Qualifications: • Sales experience is advantageous but not mandatory., • Proficiency with technology and online platforms., • Excellent communication and relationship-building abilities., • A motivated mindset with a focus on achieving results., • Strong organizational and time management skills., • An active real estate license is required. Join a forward-thinking team that never slows down. RE/MAX Edge is thriving across all markets, and we're eager to welcome agents ready to grow alongside us. If you're ready to seize this opportunity, apply now and let's start the conversation. 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 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 200+, 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 * 1-2 years of outbound sales experience * Excellent organizational skills and attention to detail * Strong written and verbal communication skills * Proficiency with Google Suite (Slides, Sheets, Docs); * Experience with Salesforce and Salesloft * Eagerness to learn, contribute, and thrive in a fast-paced environment * A proactive, “roll-up-your-sleeves” attitude - you enjoy taking initiative and wearing many hats * Open to occasional in-person travel (client offices, conferences, etc.) A Note about us: Most 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, move quickly, and deliver exceptional service to our clients. For select roles, we are also open to candidates based in Boston. If a role is open to Boston, it will be listed explicitly in the job location. We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands-on, collaborative environment 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 Aspiriant is recruiting a Senior Associate for our Planning Strategy & Research (PS&R) group. PS&R serves as the central hub for Aspiriant’s wealth planning innovation and client experience. This is a nationwide search, with the opportunity to be located in our San Diego office or our other office locations (Los Angeles, San Francisco, Mountain View, Irvine, Austin, Minneapolis, Milwaukee, Cincinnati, or New York). The Senior Associate will report to the Chief Client Officer. The Senior Associate role is a distinctive opportunity for someone who loves wealth planning and wants to apply that expertise in a broad, scalable way. Rather than working directly with clients, the Senior Associate will help design and evolve our wealth planning platform, developing tools and insights that advisors rely on every day to ensure we deliver a consistent, high-quality, intimate client experience. This is a non-client-facing role without any direct business development duties by design. It is well suited for an individual with prior client-facing experience who seeks to extend that impact across the firm. The Senior Associate partners closely with the Practice (e.g., the firm’s client-facing professionals) and participates with Client Service Operations, Technology, Compliance and other departments to solve complex challenges, improve how the firm operates and bring new ideas into practice. PS&R’s mission is to help advisors foster intimate and durable client relationships that enable clients to achieve their goals, experience peace of mind and live life well. The team builds and maintains the wealth planning platform that helping advisors with the tools, training and processes that make exceptional client service impression intuitive, coordinated and deeply personal. Here are some examples of PS&R initiatives to demonstrate the range of our work: • Prepare quarterly meeting materials that advisors in the Practice can adapt for client conversations, • Develop wealth planning conventions and guidance for consistent use across the Practice, • Design and refine the new client onboarding process, • Improve how the Practice supports clients through major life events, ensuring a thoughtful, caring, and well-coordinated experience in partnership with Client Service Operations, Compliance, and Finance, • Lead the annual client survey process, including related client communications and internal updates, • Coordinate with our Investment Strategy & Research and Client Service Operations Teams to support the Practice with centralized resources during times of crisis (i.e., severe wildfires and other natural events, tariff concerns, etc.), • Collaborative work environment where together we achieve more, • Environment supportive of learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance As part of PS&R, the Senior Associate plays a central role in equipping advisors across the firm to deliver exceptional, highly personalized client experiences. The role will assist with the following: Drive wealth planning innovation and insight • Help monitor emerging trends, strategies and regulatory developments in wealth management and translate them into actionable guidance for the Practice, • Design and refine the frameworks, templates and other materials that advisors use to guide client conversations, • Strengthen the firm’s planning wealth planning services by improving processes, enhancing usability and increasing consistency across the Practice, • Develop a deep consideration of advisor workflows, challenges and opportunities to identify areas for meaningful improvement, • Serve as a trusted internal partner, offering guidance, feedback and hands-on support to elevate planning quality across the firm, • Work closely with Compliance, Client Service Operations, Investment Strategy & Research, Technology and other departments to evolve our platform and processes, • Develop client-facing and internal content, including presentations, articles, and webinars, that make planning concepts accessible and actionable, • Partner with Marketing to ensure alignment with the firm’s brand and strategic priorities An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind and achieve their long-term goals. This role is not client facing. Instead, it plays a critical behind-the-scenes role by supporting advisors who work directly with clients. The right candidate will bring prior wealth management advisor experience along with a strong desire to focus their career on enabling others to deliver exceptional, highly personalized client service. We seek individuals who share Aspiriant’s values and vision and who thrive in a collaborative, intellectually rigorous and compassionate environment. A strategic partner once compared us to a “cocker spaniel,” and we embrace that comparison. Our client relationships are grounded in professionalism and strengthened by warmth, care, and authenticity. This role contributes to that experience by equipping advisors with the tools, insights and support they need to serve clients with distinction. The attributes and talents that lead to success in the role are: Knowledge: • Strong technical knowledge of wealth management and a passion for financial planning, including areas such as retirement, charitable giving, education funding, and insurance, • Excellent listening and relationship management skills, • Strong attention to detail and follow-through, • Effective project management, with the ability to prioritize across multiple responsibilities, • Clear and effective communication skills, both written and verbal, including presentations, • Ability to collaborate across functions and build strong working relationships, • Proactive and adaptable, with a willingness to take ownership of a wide range of responsibilities, • Capability to identify and improve processes to enhance client service and firm efficiency We consider a range of experience and educational backgrounds that demonstrate the ability to succeed in this role. Typical qualifications include: • Bachelor’s degree, preferably in business, finance, economics, tax, or financial planning, • CFP® designation required, • Three or more years of experience in a wealth management firm serving high net worth and ultra-high net worth clients, • Experience contributing to a wealth management committee within an RIA is strongly preferred, • Proficiency with financial planning tools such as eMoney, • Demonstrated experience across the full financial planning process, including discovery, data gathering, analysis, plan development, implementation, and monitoring, • Strong analytical capabilities and sound professional judgment Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Job DescriptionNorthfield Bank is a full service bank with 37 branch locations throughout New Jersey; and Staten Island and Brooklyn, New York. With a history dating back to 1887, our growth continues through expansion of our presence in local communities and in our Product and Service offerings. Over 300 employees with diverse backgrounds and cultures have come together to make Northfield Bank what it is today. The Bank believes in providing all employees with the opportunity to reach their career potential and encourages advancement within the organization. For more information, please visit Job Title: Branch Manager Location: Staten Island, NY Branch: Grasmere Job Summary: Responsible for the administration and efficient daily operation of a full service branch office including operations, product sales, customer service, and security and safety in accordance with the Bank's objectives. Provide a superior level of customer relations and promote the sales and service culture through coaching, guidance and staff motivation. Develop new deposit business. Achieve individual and branch sales goals through new business sales, referrals and retention of account relationships. Participate in community affairs to increase the Bank's visibility and to enhance new and existing business opportunities. Responsibilities include: • Responsible for developing new business relationships while also retaining and expanding current business relationships to increase deposit growth and contribute to overall achievement of branch goals:, • Identify current customers with additional profit potential and develop action plans to expand those relationships, • Conduct regular sales calls to develop customer relationships and follow up on leads, • Make sales presentations to prospective businesses as requested. May work in conjunction with Business Development Officer., • Attain established individual, branch and Bank goals through active participation in sales management and business calling program, • Responsible for directing and administering the daily operations of the branch:, • Assist and effectively handle all operational issues or branch-related matters. Approve transactions, as required., • Maintain a working knowledge of all products and services to assist in answering questions from staff and customers, • Manage staff work schedules, including breaks, paid time off, and hours worked by part-timers to ensure adequate coverage of the Business Window. Approve timecards for branch employees., • Cross train in all positions within branch and perform any operations duties, as needed, during peak periods or to maintain coverage, • Work closely with Assistant Branch Manager and delegate daily operations duties when out developing business for the branch, • Continually seek ways to improve branch operations and productivity to meet established goals, • Partner with Assistant Branch Manager to ensure daily branch operations are being conducted in accordance with all applicable laws, regulations and guidelines:, • Monitor customer transactions, 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, • 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, • Ensure compliance with all relevant Bank policies and procedures, • Partner with Assistant Branch Manager to coach and mentor staff:, • Train and develop staff toward procedural compliance, goal achievement and exceptional customer service, • Clearly communicate expectations of job performance and hold staff accountable for performing against expectations and goals, • Actively participate in performance management process for staff, including providing ongoing coaching and feedback, completing performance evaluations and proactively addressing performance issues, • In partnership with Human Resources, manage the hiring, training and retention of staff., • Maintain clear and open communication between branch management and staff:, • Actively listen to staff when they raise questions or concerns, • Attend management meetings to obtain information on new products and services, new/current policies and procedures, lessons learned from other branches and other information sharing practices, • In collaboration with Assistant Branch Manager, cascade important information to staff members in a timely manner (e.g., during team meetings), • Regular involvement in community-based organizations to support local businesses, increase Northfield's presence in the area and to network and potentially expand potential customer base, • Represent Northfield at community-based luncheons, dinners and special events, as necessary, • Volunteer with community-based organizations as a representative of the Bank, • Will require routine travel throughout defined market for business calls, business meetings and training., • Must maintain a valid driver’s license, if applicable., • Use of personal vehicle may be necessary to conduct business., • Management may authorize transfers to other branches based on business need.Requirements:, • Two-year college degree or 5+ years banking experience, including supervisory experience required, • Banking experience required (5+ years), • Excellent communication skills required (5+ years), • Solid computer skills required (5+ years), • Strong sales skills with ability to effectively develop business required (3+ years), • Supervisory skills required (3+ years), • 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 Salary Pay Range: $70,000 -120,000.00 per year. (This range is for informational purposes only. Offer of employment will be made based on level of experience and skill qualifications within this range)

Job Description Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights: Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations Location: New York City or Stamford, CT Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience: Education: Bachelor's degree or equivalent skills and work experience Licensing: Ability to obtain State Life & Health, SIE, Series 7, Series 66 with the help of our training programs Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development: FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Compensation & Benefits: Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture: Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29) Company DescriptionEquitable is a Fortune 500 company that specializes in Investment management, retirement planning, and asset allocation strategies.Equitable is a Fortune 500 company that specializes in Investment management, retirement planning, and asset allocation strategies.

Job DescriptionWhy Join AngelList We’re solving some of the hardest problems in venture capital and private markets. You’ll work with a team that values precision, urgency, and long-term thinking. If you want to shape how startups are funded and built, this is the place. About AngelList We exist to accelerate innovation by increasing the number of successful startups in the world. We do this by building the financial infrastructure that makes it easier for more people to invest in world-changing companies. AngelList is the nexus of venture capital and the startup community. We support $171B+ in assets and have powered investments into over 13,000 startups—over 300 of which are unicorns. Today, 57% of top-tier U.S. VC deals involve investors on AngelList. While our scale is large, our ambition is larger. If you're excited to build the future of private markets, come build with us. About the Role: Meridian is AngelList’s wealth platform for private markets. Meridian is building wealth products for the growing class of self-directed investors who want unique and direct access to private markets. Built on more than a decade of AngelList innovation, Meridian extends the platform that already supports founders and fund managers to serve investors now. Meridian is early, and this role presents an opportunity to help shape the next generation of products for private market investing. As a Product Manager on Meridian, you’ll own core investor-facing product areas—from onboarding and investing to portfolio insights and reporting. You’ll work from first principles to define the modern wealth platform for private markets. Your job is to turn customer insights, data, and regulatory constraints into elegant, performant experiences that deepen investor engagement and increase capital deployed. This is a hands-on, early-stage product role with meaningful scope. You’ll partner tightly with engineering, design, compliance, and the GM to ship high-quality product in a fast-moving, regulated environment. You will have the opportunity to: • Own major product surfaces across investing and portfolio management, shaping what Meridian becomes, • Build new products on top of AngelList infra, with real distribution advantages, • Translate insights and data into sharp, opinionated product decisions, • Prioritize ruthlessly and drive clarity in ambiguous problem spaces, • Collaborate with engineering, design, legal, and operations to scope and sequence effectively, • Partner directly with the GM to influence product strategy and team directionWhat we’re looking for:, • 5+ years of PM experience with full ownership across discovery, launch, and iteration, • Experience building fintech, private market, or regulated consumer products, • Strong product judgment and taste, you know what good looks like and push for it, • 0→1 product experience; comfort with ambiguity, tradeoffs, and limited resources, • Familiarity with working across legal, compliance, and operational teams, • High agency and urgency with a bias toward thoughtful execution AngelList has offices in a few cities, New York City and San Francisco. We have a hybrid in-office model: teammates come in at least 2 days per week (Tuesdays and either Wednesday or Thursday). Exceptions may be made for exceptional individual contributor candidates in other locations. Compensation: The compensation for this role consists of a competitive base salary, benefits, and equity package. The base salary for this role is $200,000+ annually but actual will vary based on a number of factors including a candidate’s professional background, experience, and location. Full details about our Total Rewards package will be provided during the recruitment process. Benefits: We support your life both in and outside of work. Explore our benefits Learn about Funders & Founders What Guides Us: At AngelList, we are united in our purpose to accelerate innovation and build the future of private markets. Our beliefs and values shape what we work on and how we create impact. If the below resonate, we'd love to have you with us. Our beliefs Our values & leadership expectations AngelList is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description You will be dedicated to one of our premiere clients and will work as an integral part of their team. You will play a vital role in ensuring proper oversight of private equity funds, particularly US private wealth products. This role offers the opportunity to collaborate with a dynamic global team and contribute to the continued success of the firm. What you’ll do • You will review and approve NAVs and financial statements by validating performance, controls, and portfolio movements prepared by external providers., • You operate and enhance firm‑wide private markets models and systems to support accurate reporting., • You ensure your SEC filings and regulatory reports are complete, accurate, and delivered on time., • You coordinate with third‑party service providers—auditors, administrators, custodians—by managing workflows and reviewing their deliverables., • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance., • Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility)., • Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans., • Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment., • The salary for this position will be dependent on experience and location.Qualifications, • You hold a bachelor’s degree in accounting or finance and are a CPA or active CPA candidate., • You bring 7+ years of SEC reporting, private markets fund accounting, controlling or audit experience, with private credit exposure as a plus., • You possess strong US GAAP knowledge and private markets expertise, with bonus skills in VBA, SQL, Python, and advanced Excel., • You demonstrate exceptional attention to detail, communication, accountability, and the ability to thrive in a fast‑paced global environment with many stakeholders., • You show high initiative, urgency, and passion for contributing to a leading private markets firm’s ongoing success. Additional Information Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

Job Description YOOBIC is the leading AI powered frontline employee experience platform. While most of the tech world is building for those behind a desk, we are building the operating system for the deskless workforce, the 80% of global employees who drive our economy in retail and hospitality. By leveraging predictive analytics and our recent acquisition of Humanitics, we’ve pioneered the industry’s first AI Store Copilot, turning stagnant data into real time, performance boosting actions. Trusted by 350+ global icons including Chanel, Ralph Lauren, Michaels, and Mattress Firm, YOOBIC is on a mission to bring digital transformation to the physical world. In 2025 our US division grew by 40% and we are now looking for an elite Enterprise AE to own this greenfield territory and scale our North American footprint. Why This is Your Next Career Move * The ACV & Earnings: You aren't chasing small fry deals. You’ll be hunting high stakes $250k+ ACV enterprise partnerships with an uncapped OTE of $320k+ * The AI Edge: You’ll be selling the most advanced Frontline AI in the market. You won't just be a "vendor"; you'll be a strategic partner helping C-suites navigate the automation of the sales floor. * Pure Greenfield: We have an industry leading product market fit and a massive, untouched territory. This is a "Right Time, Right Place" opportunity for a builder. * Elite Culture: You’ll report directly to our VP of Sales, US, in a high accountability environment that values MEDDPICC discipline and strategic solution-selling. What You’ll Achieve * Hunt & Close: Lead the end to end sales cycle for the world’s most recognizable retail and hospitality brands. * Strategic Architecture: Partner with our Solutions Engineers to map YOOBIC’s AI capabilities to complex enterprise pain points. * Territory Ownership: Act as the "CEO" of your territory, building a high-velocity pipeline through sophisticated outbound strategies and thought leadership. * Predictable Success: Maintain rigorous forecasting and deal hygiene, leveraging our structured sales methodology to consistently crush your quarterly targets. Who You Are * The Pedigree: Seasoned experience in a high-growth Complex Enterprise SaaS, with a proven track record of closing $250k+ ACV deals. * The Method: You are a disciple of MEDDPICC or Challenger and believe in the power of a structured, data driven sales process. * The Connector: You are credible in the boardroom, able to multi thread across C-suite personas (CEO, COO, CIO) to build consensus. * The Hunter-Mentor: You are a self starter who loves the "grind" of pipe gen but also enjoys mentoring our BDR team to level up the entire organization. The Rewards * Compensation: $150k–$160k Base | $300k–$320k OTE (Uncapped). * Wealth Building: Strategic 401k contribution we contribute even if you don’t. * Wellness & Life: Comprehensive Medical, Life, and Disability cover, plus 31 days of total annual leave (PTO + Public + Floating). *The base salary range for this role is $150,000 – $160,000 per year, with an expected OTE of $300,000 – $320,000. This range represents our good faith estimate of what we expect to pay for this position at the time of posting. Actual compensation may vary based on experience, skills, and location. We are an equal opportunity employer that values diversity and inclusion. We are committed to equal employment opportunities and we want to ensure that our recruitment process is accessible to everyone. If you have a disability or additional need that requires reasonable accommodations during the process please do not hesitate to let us know. All applicants will be considered for employment without attention to race, colour, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

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

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

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Product Marketing Director LOCATION: New York City (hybrid) SALARY: $160,000 - $190,000 The Role: As the Product Marketing Director at Canoe Intelligence, you'll play a pivotal role in driving the success of our new product launches and approach to client engagement. Working closely with our product management and commercial teams, you'll develop and execute strategic marketing initiatives that drive awareness, engagement, and adoption of our platform, products and services. With your deep understanding of alternative investors and the competitive landscape, you'll craft compelling messaging and positioning that resonates with both wealth management and institutional investor client base, driving demand and accelerating Canoe's growth trajectory. What You’ll Do: Strategic Planning: Develop and execute product marketing strategies aligned with Canoe's overall business objectives to drive awareness, adoption and retention. Market Analysis: Conduct thorough market research and analysis to identify market trends, competitive landscape, and customer needs, providing valuable insights to inform product development and marketing strategies. Go-to-Market Strategy: Develop go-to-market plans for new product launches, including product positioning, messaging, pricing strategy, and sales enablement materials. Cross-Functional Collaboration: Collaborate closely with product management, sales, customer success, and other internal teams to ensure alignment and execution of product marketing initiatives, identify key value propositions, and develop messaging and positioning that differentiates our products in the marketplace. Content Development: Drive the creation of compelling marketing collateral, including presentations, whitepapers, case studies, and website content, to effectively communicate the value proposition of Canoe's products, services, and solutions. Sales Enablement: Collaborate with Revenue and Marketing Operations to provide commercial teams with the necessary tools and resources to effectively communicate the value proposition of Canoe's products to prospects and customers. Market Awareness: Increase market awareness and thought leadership for Canoe's innovative solutions through participation in industry events, webinars, and other marketing channels. Performance Measurement: Establish key performance indicators (KPIs) to measure the\ effectiveness of product marketing initiatives, regularly tracking and analyzing results to optimize strategies and tactics for maximum impact. What We’re Looking For: * Bachelor's degree in marketing, business, or a related field; MBA preferred. * 5+ years of experience in product marketing, preferably in the alternative investments, financial technology or software-as-a-service (SaaS) industry. * Proven track record of developing and executing successful product marketing strategies that drive customer acquisition, engagement, and retention. * Proven track record of developing and executing successful product marketing strategies that drive customer acquisition, engagement, and retention. * Strong analytical skills and data-driven mindset, with the ability to leverage data and insights to inform decision-making and measure performance. * Excellent written and verbal communication skills, with the ability to articulate complex concepts in a clear, compelling manner. * Strategic thinker with a keen understanding of market dynamics, customer needs, and competitive landscape. What You’ll Get: * Medical, dental, vision benefits * Flexible PTO * 401(k) * Flexible work from home policy * Home office stipend * Employee Assistance Program * Gym/Wifi reimbursement * Education assistance * Parental Leave Our Values: * Client First —> Listen, and deliver client-centric solutions * Be An Owner —> Take initiative, improve situations, drive positive outcomes * Excellence —> Always set the highest standard for yourself and others * Win Together —> 1 + 1 = 3 Who We Are: Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers. By combining industry expertise with the most sophisticated data capture technologies, Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery. With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data. Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm. Canoe is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Job DescriptionJob Title: Sr. Architect With AWS & .Net/JavaLocation: Fort Mill, SC / Austin, TX / New YorkRole Overview:We are seeking a seasoned Senior Architect with extensive experience in designing and delivering scalable, high-performance enterprise solutions. The ideal candidate will bring deep technical expertise, strong architectural leadership, and the ability to engage effectively with stakeholders across all levels.Key Responsibilities:Define and drive end-to-end architecture for complex enterprise applicationsLead solution design, ensuring scalability, performance, and security best practicesCollaborate with business and technology stakeholders to translate requirements into robust technical solutionsProvide technical leadership and mentorship to development teamsEnsure alignment with enterprise architecture standards and cloud best practicesDrive adoption of modern engineering practices and emerging technologies Required Qualifications:14+ years of experience in the technology industry as a developer, technical lead, or architectMinimum 5+ years of experience in an Architect role10+ years of hands-on development experience in technologies such as .NET, Java, or other modern programming languages5+ years of experience working with AWS Cloud, including solution architecture and cloud-native designStrong experience in the Wealth Management domainProven ability to design and implement scalable, distributed systems Skills & Competencies:Excellent interpersonal and communication skills with the ability to engage stakeholders at all levelsStrong problem-solving and analytical thinking capabilitiesAbility to influence technical direction and drive consensus across teamsExperience working in cross-functional and globally distributed teams Preferred Qualifications:AWS certifications (e.g., Solutions Architect)Experience with microservices architecture, APIs, and event-driven systemsFamiliarity with DevOps practices and CI/CD pipelines.

Job Description INTRODUCTION BRAVO is the partnering of Velocity Architectural and Engineering Services and Bradford Construction Corporation (WBE). The cooperative brings together some of the industry's most distinguished leaders and technical experts, united by their decades of experience modernizing vital infrastructure and iconic facilities throughout the New York metropolitan area. BRAVO delivers value to its clients by offering the full-breadth of architectural, engineering, and construction management services through an efficient organization that is structured to promote attentive client service, responsive project delivery, and quality. Through our offices in New York City and Newark, NJ, BRAVO's family of companies serve public and private clients covering a wide-range of markets, including education, government, transportation, healthcare, industrial, power, and water. WHY BRAVO? At BRAVO, you will find a wealth of opportunities to create the career you've always imagined. We support, encourage, and empower our people by providing an environment where everyone has an opportunity to succeed. BRAVO brings amazing people together to make amazing things happen. We're a diverse collective of thinkers and doers, committed to remaining client-focused, agile, responsive, and accountable to our valued clients and the communities we serve. BRAVO offers excellent benefits including: • MEDICAL, DENTAL AND VISION INSURANCE, • 401(k) WITH MATCH, • ACCIDENT INSURANCE, • LIFE INSURANCE, • REIMBURSEMENT OF PROFESSIONAL LICENSES AND MEMBERSHIPS, • SHORT TERM DISABILITY, • COMMUTER BENEFITS Job Type: Full Time, Second Shift (3:30pm - 11:30pm) Bradford Construction 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 8 years work experience as a technical specialist in the construction industry., • Proven experience in interpreting contract documents (specifications, drawings, shop drawings)., • Experience in new and modernization type construction.

Job Description INTRODUCTION BRAVO is the partnering of Velocity Architectural and Engineering Services and Bradford Construction Corporation (WBE). The cooperative brings together some of the industry's most distinguished leaders and technical experts, united by their decades of experience modernizing vital infrastructure and iconic facilities throughout the New York metropolitan area. BRAVO delivers value to its clients by offering the full-breadth of architectural, engineering, and construction management services through an efficient organization that is structured to promote attentive client service, responsive project delivery, and quality. Through our offices in New York City and Newark, NJ, BRAVO's family of companies serve public and private clients covering a wide-range of markets, including education, government, transportation, healthcare, industrial, power, and water. WHY BRAVO? At BRAVO, you will find a wealth of opportunities to create the career you've always imagined. We support, encourage, and empower our people by providing an environment where everyone has an opportunity to succeed. BRAVO brings amazing people together to make amazing things happen. We're a diverse collective of thinkers and doers, committed to remaining client-focused, agile, responsive, and accountable to our valued clients and the communities we serve. BRAVO offers excellent benefits including: • MEDICAL, DENTAL AND VISION INSURANCE, • 401(k) WITH MATCH, • ACCIDENT INSURANCE, • LIFE INSURANCE, • REIMBURSEMENT OF PROFESSIONAL LICENSES AND MEMBERSHIPS, • SHORT TERM DISABILITY, • COMMUTER BENEFITS Job Type: Full Time Onsite, Monday-Friday (8:30AM-5:15PM) Job Description: BRAVO Group is seeking a Proposal Manager with deep experience in the Architecture, Engineering, and Construction (AEC) industry to join our Marketing and Business Development function. This individual will play a pivotal role in developing compelling proposals that showcase our capabilities and help secure new business. Roles & Responsibilities: • Collaborate with technical staff to produce high-quality proposals and support complex pursuits alongside the Marketing and Business Development team., • Write and design presentations, printed proposals, and qualification materials in response to formal and informal client solicitations., • Lead and participate in strategy, kick off, and review meetings, incorporating win themes and storyboarding., • Coordinate with subconsultants., • Contribute to content development, messaging, and visual storytelling, ensuring consistency and alignment with project goals., • Create impactful presentation materials for client meetings., • 7+ years of proposal and marketing experience in the AEC industry with a strong understanding of key industry organizations, events, and professional networks., • Demonstrated ability to develop proposal outlines, schedules, and task assignments for RFPs and RFQs., • Track record of successfully producing and managing deadline-driven proposals, qualifications packages, and presentations., • Effective written and verbal communication abilities with strong follow up skills., • Proficiency in Adobe Creative Suite (especially InDesign), as well as Microsoft Office (Word, Excel, PowerPoint).

Job DescriptionAbout NYLAG: Founded in 1990, NYLAG is a leading civil legal services organization combating economic, racial, and social injustice by advocating for people experiencing poverty or in crisis. Our services include comprehensive, free civil legal services, financial empowerment, impact litigation, policy advocacy, and community partnerships. NYLAG exists because wealth should not determine who has access to justice. We aim to disrupt systemic racism by serving individuals and families whose legal and financial crises are often rooted in racial inequality. NYLAG goes to where the need is, providing services in more than 150 community sites (e.g. courts, hospitals, libraries) and on our Mobile Legal Help Center. During COVID-19, most of our services are virtual to keep our community safe. NYLAG’s staff of 350 impacted the lives of nearly 113,000 people last year. Job description LegalHealth, a division of the New York Legal Assistance Group (NYLAG), has an immediate opening for a temporary staff attorney to join one of the longest standing and the largest Medical-Legal Partnership (MLP) in the country. Please note that this is a temporary position that lasts through September 4, 2026. Spanish fluency is required. LegalHealth partners with a diverse array of medical professionals in 38 hospitals throughout New York to address the health harming legal needs of low-income people with serious health problems. LegalHealth complements health care with legal care – providing free legal services in medical facilities and training healthcare professionals to understand both the legal issues their patients may encounter and the relationship between health and legal advocacy. Using a holistic approach to address Social Drivers of Health, LegalHealth attorneys practice as generalists, representing clients on a myriad of legal matters that are often connected to a diagnosis or chronic health condition. LegalHealth plays a leadership role in the expanding MLP movement, helping others to start or sustain their own MLPs. This position reports to their supervising attorney. Duties and Responsibilities • Responsible for staffing two weekly legal clinics, one located in the Lower East Side at Betances Health Center and the other located in the Bronx at BronxCare Health System., • Additionally, the attorney will provide periodic clinic coverage for other clinic sites as their schedule permits., • Provides legal services in a wide range of issues including: benefits, housing, employment, immigration, and advance planning, • Periodically train medical staff to deepen the partnership and foster better communications. This may happen at large trainings on specific legal issues, advocacy strategies, and other areas of interest of the partnering organizations, as well as in one-on-one case consultations., • Position requires an in-person presence at the hospital legal clinic 2 days per week and fulfilling the hospital clearance requirements.Qualifications, • Admitted to practice law in New York., • Excellent communication skills., • Strong research and writing skills., • Ability to both empathize with clients’ challenges and help to problem solve is critically important., • Demonstrated interest in working with low-income, disabled, and/or disadvantaged clients. Employment type: ☒ Temporary Professional Level: ☒ Professional Salary Range: NYLAG is a unionized workplace, and salaries are set pursuant to a collective bargaining agreement. The current salary range for this position is between $87,210 – $97,132 Benefits: Medical, dental, vision, 401k, life insurance, long term disability, commuter benefits, flexible spending accounts (FSA) for Medical and Dependent care. Application Instructions: Please save resume and cover letter on one pdf. Covid Vaccination Policy: Please note, to safeguard the health and well-being of our employees and clients, NYLAG requires all employees to be fully vaccinated for COVID-19, unless a medical or religious exemption is approved. NYLAG is committed to a hybrid work policy for staff whose work does not require their full-time presence in the office. NYLAG’s current policy is that most staff are required to work in NYLAG’s offices or do other in-person work at least two days each week. This policy is subject to change. Powered by JazzHR tKXaiBNb4w

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

Job Description Title: Director – Private Client Group Department: Tax, Private Client Group Supervises: Senior Managers and staff Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: Anchin is seeking a Director to join our Private Client Group, supporting high-net-worth individuals, families, and closely held entities with complex tax needs. This role is designed for a seasoned tax professional who thrives in a client-facing, leadership-oriented environment and is comfortable overseeing sophisticated engagements while developing teams and deepening client relationships. The Director will serve as a key advisor to clients and an internal leader within PCG, balancing technical excellence, people management, and strategic execution. RESPONSIBILITIES: • Act as a primary advisor to high-net-worth clients, delivering thoughtful tax planning and compliance solutions across individual, trust, estate, and pass-through entity matters., • Oversee complex tax engagements from planning through execution, ensuring accuracy, consistency, and adherence to firm standards., • Review advanced individual, fiduciary, and partnership tax returns and related deliverables., • Partner with clients' external advisors (attorneys, wealth managers, family office professionals) to address multi-dimensional tax and wealth considerations., • Lead, mentor, and develop Managers and Senior Managers, providing coaching, technical guidance, and performance feedback., • Support Partners in strengthening long-term client relationships and identifying opportunities to expand services., • Monitor changes in tax legislation and translate developments into practical guidance for clients and internal teams. Education: • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field., • 10+ years of progressive public accounting experience with a strong focus on high-net-worth taxation., • Demonstrated experience with individual, trust, estate, and partnership tax matters., • Prior experience supervising teams and reviewing complex tax work., • Strong interpersonal skills with the ability to build credibility with clients and colleagues. Attributes: • Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice., • Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively., • Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally., • Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks., • Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency., • Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity., • Action Oriented: Proactively seeks out new and challenging work.

Job Description We’re a globally recognized, award-winning strategic brand design consultancy with studios in London, New York, Singapore and Shanghai. Every day, we partner with some of the world’s most ambitious consumer, corporate, and healthcare brands to craft high-impact creative that moves people and markets. Rooted in purpose and powered by creativity, our mission is simple: get our clients from intent to impact — faster. As proud members of the MSQ Group and B Corp certified, we unite strategy, design, and experience to shape brands that are not only standout but stand FOR something. About The Department At Elmwood, our strategy team majors in driving meaning for our clients across brand, business and design strategies. We provoke new thinking and see possibilities that go beyond category norms. We bring clarity to each challenge, crystallizing convictions to prioritize what’s critical. And we craft compelling and intuitive brand stories that empower clients and engage consumers. That’s how we help brands get from Intent to Impact faster - translating opportunity into tangible outcomes through agile strategies that you can see and make happen. The Role This role plays a crucial part in pitching, winning, leading and delivering large projects and workstreams for our clients of today, and tomorrow. You’ll be part of fast growing, strategy team with your own portfolio of client brands to lead. Equally at ease engaging C-suite clients as rolling up your sleeves to do the work, you’ll get your kicks inspiring creative teams and seeing the impact you make on client’s brands. What You’ll Do We’re looking for a Strategy Partner with an entrepreneurial attitude, an ability to simplify the complex and a passion for the power of design, to help our clients shape their convictions, drive distinctiveness and build brands with intent. You will; · Take an active role in new business, creating inspirational pitches that win new clients and identify new growth opportunities within existing relationships. · Drive strategic vision across client portfolios, connecting brand strategy to business growth · Have a wealth of experience in creative strategy and a passion for upskilling members of the strategy team · Deliver the highest quality strategic content across insight and opportunity mapping; to brand and portfolio strategy and creative strategy. · Partner with our clients at C-suite level to shape agendas and develop innovative strategic approaches to complex business problems. · Identify opportunities clients haven't yet recognized, becoming an indispensable strategic partner at the most senior level · Be the go-to expert on client audiences, categories, objectives, priorities - working with the team to transform insight into ideas with intent. · Craft compelling stories that make the link between business and brand strategy and show how design can help to deliver this · Present with gravitas and conviction at all levels, bringing strategic narratives to life · Lead workshops and collaborative sessions that inspire teams, generate ideas and help clients to think differently · Lead the creation of new platforms or processes that create opportunity and elevate our strategic output · Ensure that every strategy workstream is set up to achieve our creative and commercial ambitions · Elevate the strategic thinking of the entire team, mentoring directors and strategists to deliver more impactful work · Own a strategic expertise that becomes a signature capability for Elmwood · Bring a T-shaped attitude balancing left brain organization with right brain creativity Requirements What You’ll Bring to Elmwood You’ll will be both a leader and natural collaborator, becoming an indispensable partner for global businesses, confident in classic brand strategy such as purpose, positioning, innovation, architecture, and portfolio strategy, as well as powerful design strategies. You will demonstrate; · Passion about building brands with purpose, clarity and measurable impact. · Proven impact at C-Suite level with clients as a strategic partner that has helped to drive · change within an established business or up-scale a fast growth challenger. · Extensive experience in brand and design with a deep expertise in the fundamentals of brand strategy as well as a confident understanding in how to design and refresh brand identities · Speak the language of design and with knowledge of its powerful role in digital content and brand experience · Confidence in the use and application of AI tools and platforms to enhance strategy delivery · Rich experience of different clients and sectors (healthcare, finance and tech is an advantage but not a necessity) at reputable agencies or consultancies · Experience in culture/employee engagement, customer experience, innovation, digital platforms and/or research insights and analytics · A true team player attitude, someone who knows their way around brand strategy but retains a passion for learning about and trying new ideas for the benefit of both the team and the client. · Senior level experience but willing to roll up your sleeves and get stuck into some of the menial tasks when required · A brilliant collaborative communicator, able to connect with clients and quickly win their trust and confidence, talking their talk to provide solutions to their brand challenges · Passionate about your job and your career but with a maturity that allows for balance in your life and your support of colleagues · Someone who believes that great work comes first If your experience looks different from what we’ve described, but you believe you’d make a great fit — we’d love to hear from you. Benefits What We Offer We care about our people, and that’s why we create a collaborative culture where new thinking is celebrated, ambition is supported, and people are rewarded for their contribution. Whilst a competitive package, professional development and the opportunity to shape our next chapter is all standard here at elmwood, we thought we would highlight a few of our benefits: · Responsible PTO · 12 paid holidays · 5 paid sick/wellness days · A comprehensive medical, dental and vision plan (including family coverage) · Life and disability insurance · Flexible spending account for medical expenses · Commuter benefits program · 401k plan with company matching up to 4.5%, employees start receiving matching contributions after 3 months of employment. Salary 200k - 225k

Job DescriptionDescription: Clear Lakes Dental is now building in Newark, NJ! Interested in joining our team? Pre-register today for our dentist position — or let us help you launch your very own clinic!Take a look at what our franchisees earned in 2024: • Robbinsdale, MN: $8.8 million in annual revenue, • Brooklyn Park, MN: $4.3 million in annual revenue, • East St. Paul, MN: $5.3 million in annual revenue What Makes Us Different? • Path to Ownership: Tired of working hard to build someone else’s dream? We offer clear, structured, and supported opportunities for 50% to 100% ownership. Whether it's buying into an existing clinic or becoming a lead partner in a new one, you’ll have real skin in the game., • No Non-Compete Clauses: We’re not scared of competition. If we do right by you, we know you’ll want to grow with us., • Transparent Compensation: Instead of a tricky compensation we are clear and concise - we start at a $180,000 guarantee and build from there (with welcome bonuses for select locations)., • Commission that Grows: Start at 30% of collections and grow by +2% every year up to 40%., • Become a partner in an existing Clear Lakes Dental location,, • Lead a new clinic in a high-opportunity market, or, • Opportunity to be an owner dentist, • Unlimited Compensation potential as an owner dentist!, • Paid time off + holidays, • Health insurance & 401K, • No evening or weekend hours, • $2,000 CE credit (We pay CE credits without ever touching your salary to do so), • Malpractice insurance reimbursement, • In-house CPR, HIPAA, and BBP training (we bring the trainers in!), • Free underground parking at select locations, • Care about people, • Want to build something long-term, • Are efficient and ethical in clinical care, • Might be tired of being just a cog in someone else’s machineSchedule & Compensation:, • Full-time or Part-time, • Hours: Monday-Friday 9:00 AM – 5:30 PM Take this opportunity to develop your skills, not just as a clinician, but as a future dental practice owner. And besides, what’s there to lose? You’ll learn our systems and see how much your production is at Clear Lakes Dental.If you’re ready to stop clocking in and start building something real—let’s talk. Apply today. Or reach out directly. Let’s build your future together. Clear Lakes Dental provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to 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. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Requirements:

Job Description Harlem Children’s Zone (HCZ) — a world-renowned education and poverty-fighting organization based in New York — seeks an enthusiastic, dedicated, and mission-aligned College Leadership Coordinator. The Leadership Program Coordinator will demonstrate a deep passion for the mission of the Harlem Children’s Zone—to break the cycle of intergenerational poverty through comprehensive, community-based programs that create opportunities for children and families to thrive in school, work, and life. This role will report to our College Success Office (CSO) while maintaining close alignment with the goals and priorities of the Wealth Builds National Hub. The position serves as a participant-facing counselor and also takes on coordinating and administrative responsibilities. The program supports high-achieving college student-leaders through leadership development, tuition assistance, and access to a strong network of stakeholders and resources. The role focuses on guiding students as they transition to and persist through college, pursuing their post-secondary goals. Ideal candidates have experience in high school and college counseling or college admissions and are passionate about helping students complete college while fostering their career development and leadership growth. Our mission is to ensure that our participants are provided with the resources and guidance needed to be successful in college and beyond. The main components of our College Success support include student outreach, academic support and guidance, financial aid advisement, college transfer assistance, summer and winter internship opportunities, and community-building efforts within our program. For more information, check out Want to work at Harlem Children's Zone? Here are 7 things you need to know. Requirements • Bachelor’s degree required; Master’s of Education, Counseling, or a related social services field preferred., • A minimum of 2–3 years of proven experience in internship placement and student advising, with a strong track record of using data-driven strategies to boost student success and outcomes. Who you are • Strong organizational skills, attention to detail, and ability to complete tasks accurately and in a timely manner. You are a good project manager., • Demonstrated ability to thrive in a fast-paced, dynamic environment while maintaining a high level of professional acumen, sound judgment, and attention to detail in managing multiple priorities and stakeholder relationships., • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and Outlook. Experience with Salesforce and Monday.com (or other project management platforms) is a plus., • You are a detail-oriented coordinator with experience in college counseling and a proven ability to build strong, supportive relationships with students and stakeholders., • Ability and willingness to work a flexible schedule to accommodate program needs, including evenings and some weekends, when necessary, as well as the ability and willingness to travel to execute campus visits and other program experiences., • Passion for and commitment to the mission of the Harlem Children’s Zone What You’ll Do • Manage and maintain caseloads of multiple cohorts of the leadership program’s participants, using the appreciative advising model, focusing on college transition/persistence/completion and career readiness (based on the appreciative advising model), • Assist students with class selection and registration, financial aid renewal and verification, academic appeals, and the college transfer process, • Monitor progress toward educational goals and meet with students to review academic (financial) eligibility and satisfactory progress toward graduation by meeting with students periodically, • Collaborate with Career Services and other Wealth Builds teams to ensure students are engaging and gaining career awareness, exposure, and other wealth-building supports, including but not limited to summer career opportunities, meaningful internships, and study abroad programs, • Collaborate with the Social Services team to solve socio-emotional issues, • Serve as a critical thought partner and offer support in the execution of programmatic priorities, special cohort events/gatherings, and more, • Collect and record college and career data for 100% of participants, including but not limited to transcripts, resumes, bills & schedules, financial aid: FAFSA, TAP, Pell, and others, graduate confirmation, etc., • Develop and implement Appreciative Advising Action Plans twice a year for each student on your caseload, while maintaining up-to-date case files—including bursar bills, class schedules, degree audits, and syllabi—and regularly documenting student progress through daily and monthly case notes, • Maintain and record frequent and regular contact with students to monitor progress and to troubleshoot academic, financial, and socio-emotional issues, • Conduct productive college campus visits for all priority cohort members, • Establish and maintain strong relationships with campus liaisons through ongoing communication and campus visits, while also advocating on behalf of students to key college and university offices, including Financial Aid, Academic Support Centers, and Admissions., • Perform any additional duties as assigned within the College Success Office (CSO) and the Wealth Builds National Hub Schedule • Monday - Friday, 9 AM - 5 PM, flexibility required, • Some weekends and evenings, depending on site needs and events, • 12 Months As a member of the Harlem Children's Zone team, you will join a supportive and inclusive community dedicated to helping children, families — and our staff — thrive. We offer highly competitive salaries, a comprehensive benefits package, and opportunities for growth. Our exceptional full-time benefits include: • Highly competitive base salaries, • Paid time off, • Employee referral bonus, • Career Advancement, • No-cost health insurance, • Life Insurance, • Short-and long-term disability, • Additional voluntary benefits, • Wellness discounts, • Commuter benefits, • Financial wellness perks, • Additional Benefits (Discounts on flights, hotels, theme parks, concert tickets, and more.) We offer competitive salaries and a comprehensive benefits package. The salary range is $70,000 to $80,000. To be considered, interested applicants should submit their applications directly through the posting. No telephone inquiries or recruiters, please. Replies will only be sent to qualified applicants. HCZ is an EOE.

Job DescriptionABOUT PROJECT HEALTHY MINDS Project Healthy Minds is a mental health tech non-profit startup. We are pioneering a first-of-its-kind model: applying technology to address one of the biggest social issues of our time: the growing mental health crisis. We believe in a simple but profound idea: that it should be as easy to find mental health services as it is to book a flight or a restaurant reservation. That's why we're building the world’s first digital marketplace for finding mental health services that are right for you. To do that, we work with some of the most inspiring and influential leaders in America - business titans, tech entrepreneurs, clinicians and scientists, musicians, artists, athletes, media stars, policymakers, and more. Because we believe that the world's most complex challenges require interdisciplinary teams and solutions. We are backed by a powerhouse of industry-leading Board of Directors and Advisory Council Members who are passionate, hands-on, and dive into the important work with us. Learn more at projecthealthyminds.com and @projecthealthyminds on social. ABOUT THE ROLE WHAT WE’RE LOOKING FOR:We’re looking for a visionary and ambitious development leader who is as talented at front-line fundraising as they are at building and managing a team or crafting a development strategic plan. We are growing quickly and need a proven leader to help shape the development strategy, and multi-year hiring plan and provide hands-on execution of the plan. This is an ideal opportunity for a talented front-line fundraiser who gets equally excited at cultivating and strengthening relationships with key donors as they get about building teams, designing systems, and executing a multi-year strategic plan. Reporting to the Founder & CEO, this role will serve as a thought partner and senior counselor to the CEO. HOW YOU’LL CONTRIBUTE:● Oversee the development function, including individual giving, corporate partnerships foundation, and governmental relations, special events, research, operations, development communications, planned giving, grassroots fundraising, etc.● Spearhead the development planning function – shaping the multi-year development strategic plan and oversee its execution in a hands-on manner.● Build a full, world-class development function – bringing a network of exceptionally talented candidates and discovering and recruiting great new talent to Project Healthy Minds.● Develop from scratch and implement systems for how the development staff should work together.● Cultivate, solicit, and deepen relationships with a pool of key funders.● Partner with the Founder & CEO to deepen relationships with members of the Board of Directors, Advisory Council, and other key stakeholders.● Serve as a player-coach for the development staff – providing executive management, training, and mentorship to a team of high-potential staff.● Grow a large and diversified donor base for Project Healthy Minds to create sustained, long-term growth.● Architect the overarching donor communications plan – working in partnership with Creative and Marketing teams. Frequently analyze fundraising targets and mark-to-market progress, operationalizing insights, and delivering quarterly development reviews to the Founder & CEO. ABOUT YOU OUR IDEAL CANDIDATE IS:● An entrepreneur at heart – you are a builder at heart and are excited about growing a development function. You bring that entrepreneurial spirit into everything you do – taking initiative and actively seeking to deepen current donor relationships and forge new ones.● A skilled fundraiser – you are bringing a wealth of experience with individual fundraising in the non-profit sector. You have actively managed and grown a donor pool and secured six, seven, and eight figure gifts, and you are eager to build a diverse portfolio of supporters for Project Healthy Minds. You offer extensive knowledge of industry standards and best practices.● Emotionally intelligent – you understand that the heart of this role lies in building deep, thoughtful relationships with our stakeholders. With excellent communication skills, reliability, and a positive, confident disposition, you care about serving as the main point of contact for a large group of stakeholders with diverse personalities and backgrounds. Your excellent interpersonal skills allow you to develop and maintain long-term, productive relationships both internally and externally.● A born leader – you lead, inspire, and collaborate with your development colleagues through your vision and empathy. You are a thought partner to the Founder & CEO and are intuitively talented at managing a development team of full-time and part-time staff.● Flexible – you can be nimble and easily balance different priorities, with experience and comfort working in a fast-paced, entrepreneurial environment. You have the ability to travel as necessary.● Mission-driven – you are passionate about our work and are motivated to raise money to expand access to mental health services.● Driven by customer satisfaction – as you remain laser-focused on fundraising, your overarching goal is to give each donor a customized, outstanding experience with Project Healthy Minds.● Experienced – Bachelor’s degree and 15-25 years in nonprofit fundraising. Management experience required. Ideal candidate has a full set of fundraising experience – individual major giving, corporate partnerships, foundations relations, etc. WHAT WE OFFER ● Competitive compensation● Competitive medical, dental, and vision benefits● Paid holidays and generous PTO ● Life insurance● Short-term and long-term disability● Spring Health mental healthcare● Commuter benefits● Perks at Work● Experience joining a dynamic start-up environment that is re-writing the playbook for social change in the mental health tech space● Benefits of joining a close-knit, highly-motivated team with mentorship opportunities from founding leaders, Advisors, and Board members● Learning & Development opportunities, including free MasterClass subscriptions● Opportunity to attend inspiring experiences and events with thought leaders, business executives, and iconic speakers across a range of industries● And more (just ask!) The annual salary for this role is $175,000 - $250,000, depending on experience, skills, and other relevant considerations. EEO Guidelines: Project Healthy Minds is an Equal Opportunity Employer and does not discriminate on the basis of an individual's sex, age, race, color, creed, national origin, alienage, religion, marital status, pregnancy, sexual orientation or affectional preference, gender identity and expression, disability, genetic trait or predisposition, carrier status, citizenship, veteran or military status and other personal characteristics protected by law. All applications will receive consideration for employment without regard to legally protected characteristics. Project Healthy Minds will provide reasonable accommodations as required by applicable federal, state, and/or local laws, and will consider qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable "Fair Chance" laws. COVID Guidelines: The health and safety of our Project Healthy Minds community is the highest priority. As such, Project Healthy Minds is requiring all newly hired staff members to be fully vaccinated and boosted with an FDA authorized and/or approved COVID-19 vaccine as a condition of employment. Requests for reasonable accommodations for medical, religious, or other reasons will be considered in accordance with applicable law. Due to the high volume of applications received, only those selected for an interview will be contacted. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job Description ABOUT PARITY: Buildings in our beautiful cities, where we live and work, are producing 40% of the CO2 going into our atmosphere and contributing to climate change. We need to HEAT, VENTILATE, and AIR CONDITION our buildings 24/7. Most of the energy consumed in a building is for our comfort, but 50% of it is wasted! This is because buildings have little to no technology to control this. Parity is a Remote HVAC Optimization as a Service company. We remotely control and optimize HVAC systems 24/7/365 to deliver automatic energy savings and revenue to multifamily residential buildings and hotels. Using advanced algorithms, Parity can predict the amount of energy needed ahead of time to operate a building to meet its occupants' demands and adapt the building's systems and machinery in real time. We save our customers: • Time - we automate setpoint adjustments and demand response protocols. Our Pi (Parity Insights) dashboard provides early alerting services when things go down., • Money - Parity contractually guarantees the savings that we expect to deliver to our multifamily customers. We also provide quarterly and annual energy savings reports. We’re looking for a Service Delivery Manager to manage and grow strong relationships with our North American client portfolio (U.S. and Canada). As the primary point of contact post-sale, you’ll be responsible for ensuring customers receive timely support, clear communication, and consistent value from Parity’s service. This includes leading regular check-ins, responding to inquiries, resolving issues, and coordinating with internal teams to address building performance concerns. You’ll also help refine internal processes, identify service gaps or opportunities, and contribute to the evolution of our Service Delivery and Customer Success framework. This role is ideal for a self-starter who excels at follow-through, values attention to detail, and is eager to help scale service delivery operations as the business grows. RESPONSIBILITIES Client Success & Relationship Management • Own the full post-savings start relationship for a portfolio of North American based clients (U.S. and Canada), from onboarding to renewal, • Owns the regular cadence of client communication to review energy performance, align on KPIs, and deliver product/service updates, • Draft clear, client-ready written communications, including performance summaries, issue explanations, and follow-ups, • Act as a trusted advisor and advocate for clients, building relationships with property managers, board members, and operations teams, • Lead onboarding sessions and platform walkthroughs with client stakeholders, • Triage and coordinate resolution of service issues, alerts, and operational challenges with internal teams (Technical Support, Engineering, Product, Measurement & Verification), • Ensure documentation (savings reports, year-end reconciliations, support records) is delivered accurately and on time, • Partner with internal stakeholders (Sales, Ops, Product) to align customer needs with internal priorities, • Contribute to the refinement of internal playbooks, SOPs, reporting standards, and client engagement strategies, • Track customer issues and requests in internal systems, ensuring visibility, follow-through, and root cause documentation, • Collaborate with external service providers (HVAC contractors, MEPs, energy consultants) to support on-site work and maintain system continuity, • Support time-sensitive service needs in coordination with internal Support & Service coverage, • 6+ years of client-facing experience in service delivery, customer success, technical account management, • Experience with HVAC systems, building automation (BAS), MEP engineering, or energy management, • Strong working knowledge of multi-residential or commercial building systems;familiarity with NYC buildings is a plus, • Proven ability to manage a book of business, balance competing priorities, and maintain high customer satisfaction, • Excellent communication and interpersonal skills — able to explain technical topics in a clear, confident, and professional manner, • Strong written and verbal communication skills, with experience drafting polished, client-facing communications on technical or sensitive topics, • Strong problem-solving skills and ability to coordinate across internal/external stakeholders to drive resolution, • Strong judgment and prioritization skills; able to assess urgency, risk, and impact in dynamic environments, • Experience supporting or coordinating fieldwork, system implementations, or mechanical service work, • Prior experience in SaaS or tech-enabled services preferred Join our organization in a key role during a period of tremendous growth and directly contribute to its future success. Contribute to a world-changing product that is working to make the world a better place through reduced CO2 emissions in multifamily buildings. Have the autonomy to learn and grow in a fast-moving, start-up environment. OTHER GREAT STUFF: • Benefits: Parity offers a comprehensive health benefits package - health is wealth!, • Flexible work environment: This role will be a hybrid position where you’ll be expected to work from our Midtown Manhattan office at least two days a week and attend in-person meetings, events and other obligations as necessary, • Purpose and Impact: We hire top talent that cares about the social impact and vision, to help make urban living sustainable. It makes a difference to work alongside a group of individuals who are all dedicated and passionate about creating positive change., • Training and development: Each employee has a $1,000 training allowance that can be used however they like, as long as it supports their role or growth within the company. Please note: Visa sponsorship is not available for this position. Parity welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. Powered by JazzHR SGPG6DPB86

Job DescriptionTitle: AWS Architect (.NET) Loc: Charlotte, NCWe are seeking an AWS Architect with strong .NET expertise to support key initiatives within our Wealth Management technology organization in Charlotte, NC. The role focuses on designing and delivering secure, scalable cloud solutions on AWS while modernizing .NET applications into cloud-native architectures. Responsibilities: • Design and implement cloud-native solutions on AWS., • Lead modernization of .NET / .NET Core applications and microservices., • Develop scalable APIs, event-driven components, and integration patterns., • Ensure security, governance, and compliance for financial/wealth platforms., • Collaborate with engineering, DevOps, and product teams as a technical SME.Required Skills:, • 8+ years of .NET / .NET Core development experience., • 5+ years of hands-on AWS architecture experience (Lambda, API Gateway, ECS/EKS, S3, DynamoDB, etc.)., • Strong understanding of microservices, containers, IaC (CloudFormation/Terraform)., • Experience in Financial Services or Wealth Management preferred., • AWS Certification is a must.

Job Description ABOUT PARITY: Buildings in our beautiful cities, where we live and work, are producing 40% of the CO2 going into our atmosphere and contributing to climate change. We need to HEAT, VENTILATE, and AIR CONDITION our buildings 24/7. Most of the energy consumed in a building is for our comfort, but 50% of it is wasted! This is because buildings have little to no technology to control this. Parity is a Remote HVAC Optimization as a Service company. We remotely control and optimize HVAC systems 24/7/365 to deliver automatic energy savings and revenue to multifamily residential buildings and hotels. Using advanced algorithms, Parity can predict the amount of energy needed ahead of time to operate a building to meet its occupants' demands and adapt the building's systems and machinery in real time. We save our customers: • Time - we automate setpoint adjustments and demand response protocols. Our Pi (Parity Insights) dashboard provides early alerting services when things go down., • Money - Parity contractually guarantees the savings that we expect to deliver to our multifamily customers. We also unlock additional revenue through the automation of grid services. Parity is seeking a high-performing, technically minded HVAC controls engineer to manage the installation and commissioning phase of Parity’s Optimizer service for new customer buildings in the NYC metro area. This role plays a critical role in integrating Parity’s software with our client’s building systems – leading field installations, coordinating with contractors and suppliers, and ensuring that the Parity system is set-up for ongoing success! This position is ideal for a technically driven professional who thrives on managing complex field projects, balancing hands-on execution and technical precision in a fast-paced collaborative environment. RESPONSIBILITIES: • Lead the installation and commissioning of Parity’s service from kickoff to completion—managing schedules, budgets, subcontractors, and client communication to ensure efficient, high-quality delivery., • Manage multiple active projects simultaneously, keeping each organized and on track by coordinating with clients, subcontractors, building staff, and internal teams., • Coordinate integration between Parity’s cloud platform and on-site controllers/devices, validating software-to-hardware communication in collaboration with Parity’s Systems Integration team., • Serve as the technical lead during final system commissioning and sign-off, ensuring client expectations, install requirements, and Parity’s quality standards are met., • Coordinate close with integration and deployment team to ensure algorithm deployment and data connections, • Prepare and finalize all required close-out materials for each project to ensure a complete and accurate turnover to the Service Delivery team., • Maintain clear, proactive communication with stakeholders throughout the installation process to ensure engagement, transparency, and client satisfaction., • Coordinate with energy engineering team as needed to support estimating, incentive procurement and other tasks, • Contribute to the development of internal process and systems development/improvement, • Bachelor’s degree in engineering, ideally with a focus or demonstrated interest in HVAC, building automation, or mechanical/electrical engineering, • 5-10 years’ experience in controls/building automation, MEP engineering, including at least 3+ years managing building automation/controls projects for commercial real estate clients., • Proven experience in client-facing roles, with the ability to communicate clearly and confidently with technical and non-technical stakeholders., • Ability to travel regularly to client sites across the NYC metro area., • Strong organizational and communication skills, with the ability to coordinate effectively with various stakeholders., • Self-starter with a growth mindset—eager to take on new responsibilities and thrive in a fast-paced startup environment, • Quick learner who can independently execute and improve on tasks after initial guidance, • Proactive about identifying inefficiencies, filling gaps, and optimizing internal processes Join our organization in a key role during a period of tremendous growth and directly contribute to its future success. Contribute to a world-changing product that is working to make the world a better place through reduced CO2 emissions in multifamily buildings. Have the autonomy to learn and grow in a fast-moving, start-up environment. OTHER GREAT STUFF: • Benefits: Parity offers a comprehensive health benefits package - health is wealth!, • Flexible work environment: This role will be a hybrid position where you’ll be expected to work from our Midtown Manhattan or Downtown Toronto office at least two days a week and attend in-person meetings, events and other obligations as necessary, • Purpose and Impact: We hire top talent that cares about the social impact and vision, to help make urban living sustainable. It makes a difference to work alongside a group of individuals who are all dedicated and passionate about creating positive change., • Training and development: Each employee has a $1,000 training allowance that can be used however they like, as long as it supports their role or growth within the company. Please note: Visa sponsorship is not available for this position. Parity welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. Powered by JazzHR TKQtn7XDoA