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Job Description Boosted.ai is building AI purpose-built for finance to help teams do more. Our mission is to optimize investing and boost productivity. We're already trusted by leading enterprises and developers with over $5T under management with Boosted.ai. From the fastest growing hedge funds to global financial institutions, our tool lets our users stay ahead of the competition with AI that works for them. We believe that modern investment professionals will win the future of finance by using the best tools; a unique competitive edge powered by data, experimentation, and automation. Boosted.ai is the platform they use to cut through data overload, outpace competitors, and reclaim their time. We're looking for sharp, low-ego people to help teams find their edge. Why is Boosted.ai the best place to work? • Our product is used every day by investors at the world's largest financial institutions and most popular investment platforms, • We're scaling quickly. We have ramped roughly 5× over the past year and growth is accelerating, • We've built a culture people actively want to be part of. Many of our strongest applicants come from firms that already use Boosted.ai This is a hybrid role based in our New York office, with an expectation of working in person 2-3 days per week. For the right candidate, this could be a 100% remote role. A highly effective candidate will find themselves on the road 30-50% of the time. What You'll Do Quarterback Enterprise Deals from Prospect to Close • Identify, prospect, and develop relationships with enterprise financial institutions, • Use your expertise to advise senior decision-makers on how to use AI as a competitive advantage in their workflows, • Navigate consultative sales cycles with multiple stakeholders and competing priorities, • Deeply understand customer workflows, investment processes, and business objectives, • Clearly articulate Boosted.ai's value and differentiation in the context of financial markets, • You will be an early member of our enterprise sales team in a dynamically changing AI landscape, with the best tools in class to help you shape how we win, • Your voice matters in partnering with Marketing, Product, and Customer teams to continuously improve your role, the product, and the customer experience, • 2-10 years of experience in B2B sales, with a strong foundation in business development at a large enterprise organization (e.g., AWS, Salesforce, Oracle or similar), • 2+ years of experience as a quota-carrying Account Executive closing complex deals, • Experience managing large deal sizes and navigating multi-stakeholder buying processes, • Proven ability to build pipeline proactively through outbound efforts, • Strong communication skills — able to earn credibility with senior financial executives, • Analytical mindset with the ability to understand customer needs, mapping to business value, • Experience selling into asset management, wealth management, or broader financial services, • Familiarity with AI, data platforms, or workflow automation tools We believe the best sales organizations are built by people who care deeply about their craft, their customers, and their teammates. At Boosted.ai, you'll have the opportunity to: • Own large scale enterprise accounts early in the company's growth, • Team directly with leadership to shape our enterprise sales strategy, valuing your perspective, • Sell a sophisticated AI product solving real problems for financial professionals At Boosted.ai, we believe in fair and transparent compensation practices. The salary range for this full-time position is $200,000-$360,000, which represents the minimum and maximum target salary for new hires in this role. Actual salary will be determined based on factors such as experience, skills, and location. This role is eligible to participate in commission-based compensation under our sales incentive plan. Bonus payments are performance–based and subject to the terms and conditions of the applicable plan. In addition to salary and bonus, employees are eligible to participate in our equity program. During the hiring process, we can provide more specific compensation details applicable to your location. Our Values We are guided by a set of values that are at the core of our actions and define our culture. These principles are the foundation of our work, and we are committed to upholding them in everything we do. • Collaborative – We value our team and know that success can only come from working together, • Client Centric – Our focus is always on our clients and consistently delivering them value, • Action Oriented – We remove barriers and we seek to improve in measurable ways, • Accountable – We are accountable for ourselves, and we hold each other accountable We want our benefits to reflect our values and offer the following to full-time employees: • Flexible (Unlimited) Paid Time Off, • Medical, Dental, and Vision benefits for you and your family, • Life Insurance and Disability Benefits, • Access to a 401(k) retirement savings plan (for U.S. employees), • Paid Parental Leave, • Free access to use Boosted.ai Alfa™ to make money Be you, with us We're working to bring the transformative power of AI to every organization in the world. To do so, it is important to us that the diversity of our employees represents the diversity of our customers. We believe that our work and culture are better when we encourage, support, and respect different skills and experiences represented within our team. We encourage you to apply even if your experience doesn't precisely match the job description. We strive to evaluate all applicants consistently without regard to race, color, religion, gender, national origin, age, disability, veteran status, pregnancy, gender expression or identity, sexual orientation, citizenship, or any other legally protected class.

Job DescriptionBenefits: • Company parties, • Flexible schedule, • Free food & snacks, • Training & development Were the first and last practice you have to call when it comes to treating whatever pain youre experiencing. Our wealth of experience and revolutionary modalities are at your disposal to recover fast and for good. Our advanced non-surgical technologies make us stand above other centers. We invest in the most innovative technologies money can buy to determine the root of your condition accurately and relieve your pain for life effectively. We are seeking a qualified and NY state licensed physical therapist to work part time (Sundays), at our outpatient physical therapy clinic in Brooklyn, NY. Were looking for a compassionate, forward-thinking Physical Therapist who excels at conducting a thorough examination and evaluation that most accurately addresses the underlying issues causing your pain. Apply today to become part of our growing team. Physical Therapist (PT) Incentive • We offer highly competitive hourly rates, • State of the Art Facilities, • Team building and professional development opportunities., • Career advancement opportunities, • Job included an Intensive mentorship and residency training that is free meant to improve your skills in sales, patient marketing, communication on plans of care, leadership and neuro manipulative techniques and regenerative technologies you will not find in your regular PT clinicPhysical Therapist (PT) Qualification and Skills., • Masters or doctorate degree in physical therapy, • New York State physical therapy license, • Must be able to Multitask and build good rapport with patientsJoin us now and become part of the team that changes lives! Job Type: Part-time Experience: • Physical Therapy: 1 year (Preferred)Education:, • Doctorate (Preferred)License:, • PT (Preferred)Work authorization:, • United States (Must)The perfect Sunday side hustle to help you gain the necessary skills of a master clinician while you work in your day job to satisfy your lifestyle. They say growing comes from a challange and this is where you grow.

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. ABOUT YOU | You are a strategic thinker with a passion for equitable urban development, housing affordability, and inclusive communities. You bring hands-on experience in land use planning, real estate, economic development, or public policy, and are excited to lead complex projects that shape the future of cities. You are a collaborative leader who thrives in a fast-paced, mission-driven environment and is eager to mentor junior staff and contribute to the growth of the firm. THE ROLE | HR&A is seeking to hire a Director for Planning and Real Estate in our New York office. Directors are experienced professionals who lead project teams, manage client relationships, and contribute to business development. Day-to-day tasks vary by project and may include: * Managing internal and external teams to deliver complex public investment, real estate, and economic development strategies * Advising on land use principles and processes, zoning, and other regulatory considerations * Leading market feasibility research, business planning, and fiscal and economic impact studies * Designing public-private partnership strategies and public policy frameworks * Conducting and reviewing pro forma analysis for a range of uses * Reviewing and presenting client deliverables, including memos, reports, and presentations * Supporting and leading business development efforts, including proposal writing and client outreach * Mentoring junior staff and contributing to internal equity and inclusion initiatives This position offers significant leadership opportunities and the chance to shape the future of cities through innovative, equity-centered solutions. EXPERIENCE REQUIRED | Successful candidates will bring strong quantitative and qualitative skills, a demonstrated capacity for leadership, and a deep curiosity about the challenges and opportunities facing cities today. Qualifications include: * 8-12 years of experience in land use planning, economic development, real estate, housing, public policy, or related consulting fields, preferably with at least 3 years in the public sector * Substantial project management experience developing and steering land use economic development, real estate, or affordable housing projects and proposals * Knowledge of New York City land use and economic development context, stakeholders, regulations, and approval processes, with interest to work beyond New York City and State * Excellent writing and presentation skills * Demonstrated ability to lead teams and mentor junior staff * Strong client management and communication skills * Proficiency in common AI tools and understanding of limitations of AI tools * Demonstrated interest in using emerging AI tools to accelerate data analysis, deliverable production and other specialized methodologies * Master’s degree in city planning, economic development, real estate, public policy, business, or a related field preferred (additional experience may substitute for a graduate degree) * A passion for community development, and inclusive urban growth 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 base salary range for this position is $131,600 - $153,779, 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. Women, people of color, members of the LGBTQ community, individuals with disabilities, and veterans are strongly encouraged to apply. To apply, click here. Please submit your cover letter and resume as a single PDF document. Applications without a cover letter will not be reviewed. As part of our ongoing work to build a hiring system that mitigates bias and is based on candidate merit and performance, we ask that you submit a version of your resume that has your school information removed. Please list your degree (e.g., B.A. Economics), but remove all references to undergraduate and graduate school names. 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 . Powered by JazzHR OfaIwKspQX

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. Requirements About the Role We're looking for a Senior Internal Auditor who brings a strong foundation in audit and risk, combined solid audit fundamentals with a data-driven, technology-forward mindset. This role will independently lead audit engagements across the business, and build continuous auditing tools using AI-assisted programming to enable real-time monitoring of key internal controls. This is not a traditional audit desk job — you'll work at the intersection of audit expertise and technology, with direct exposure to senior leadership and core business operations. Responsibilities • Independently lead end-to-end audit engagements: including scoping, risk assessment, fieldwork, documentation, and reporting, • Evaluate the effectiveness of internal controls and business compliance across procurement (P2P), marketing, and other operational areas, • Perform deep-dive data analysis to identify anomalies, build detection models, and form independent audit opinions, • Build continuous auditing tools using AI-assisted programming (e.g., Cursor, Claude Code) to enable real-time monitoring and automated alerting on key control points, • Develop and maintain libraries of exception detection rules and analytical templates; drive standardization of audit methodology, • Deliver audit reports, coordinate with cross-regional stakeholders and management, and drive remediation to closure. Contribute to the optimization and development of the internal control framework, helping drive control standardization and continuous improvement across key business processes.Requirements, • Bachelor's degree or above in Accounting, Finance, Audit, Statistics, Data Science, or related field;, • Professional certifications such as CIA, CISA, or CPA, • 5+ years of experience in internal audit, external audit, or related risk & compliance roles; Experience with a Big 4 firm, consulting firm, or leading Tech/Financial service company's internal audit function preferred, • Strong understanding of audit methodologies and internal control frameworks, with the ability to independently manage the full audit lifecycle, • Proficient in SQL for data extraction and analysis; able to independently build data processing pipelines, anomaly detection, and audit tooling using AI-assisted programming tools — we value problem-solving thinking over any specific language; Hands-on experience building continuous auditing or automated monitoring solutions preferred, • Excellent written and verbal communication skills in English; Mandarin Chinese proficiency is strongly preferred, • Strong analytical writing skills with the ability to produce clear, well-structured audit reports, • Demonstrated ability to influence cross-functional stakeholders and drive remediation in a fast-paced environment Benefits What We Offer: • Competitive salary and performance-based bonuses., • Comprehensive benefits package, including health, dental, and retirement plans., • Opportunities for professional growth and development., • A dynamic and collaborative work environment. Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $95,000-$150,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job DescriptionDescriptionWe are seeking a Senior Vice President, Business Development Officer to lead advisor recruiting and business development efforts with advisor teams and independent RIAs throughout the Northeast territory, including Virginia, Washington DC, Maryland, Delaware, Pennsylvania, New York, Connecticut, Rhode Island, Massachusetts, New Hampshire, Vermont, and Maine. This role is responsible for originating, advancing, and closing complex business development opportunities with established advisor teams and independent RIAs across the region, typically representing $300MM+ in assets under management. The Business Development Officer serves as the primary relationship owner throughout the evaluation process, guiding prospective partners from initial engagement through due diligence, commitment, and transition. The role requires a consultative sales approach and close coordination with internal partners across investments, operations, compliance, technology, and transition teams to deliver a seamless experience for prospective advisor teams. This position is designed for a senior business developer who can operate with significant autonomy and is directly accountable for driving meaningful asset and revenue growth within the Northeast territory. ResponsibilitiesAdvisor Recruiting and Opportunity Origination • Originate and develop new opportunities with breakaway advisor teams and independent RIAs throughout the Northeast territory., • Focus on strategic opportunities involving advisor teams with $300MM+ in assets under management., • Lead discovery discussions to understand advisor business structures, economics, growth objectives, investment platform needs, and operational requirements., • Position Concurrent’s platform capabilities, investment resources, and operational support to meet the needs of sophisticated advisory businesses.Opportunity Leadership, • Serve as the primary relationship owner and deal lead from initial engagement through commitment and onboarding., • Guide advisory teams through long-cycle decision processes involving multiple stakeholders., • Coordinate internal partners across investments, operations, compliance, technology, and transition teams to support the business development process., • Maintain disciplined advancement of opportunities and proactively address diligence, structural, and operational considerations.Territory Development and Pipeline Management, • Develop and execute a business development strategy for the Northeast territory., • Build a strong presence in key advisor markets across the region including Boston, New York City, Philadelphia, and Washington DC., • Maintain a consistent pipeline of qualified opportunities and manage accurate opportunity tracking within the firm’s CRM., • Build relationships with key centers of influence including custodians, consultants, recruiters, and industry partners across the Northeast., • Represent Concurrent at industry conferences, meetings, and targeted events throughout the territory.What Success Looks Like Success in this role is defined by the ability to consistently originate and advance high-quality opportunities with large advisor teams and RIAs across the Northeast territory. The Business Development Officer builds a strong pipeline of qualified prospects, develops trusted relationships within the advisor community, and successfully guides complex opportunities through the full evaluation process. Over time, this individual becomes a recognized presence within the region and plays a key role in expanding Concurrent’s advisor footprint and assets under management by partnering with high-quality advisory businesses aligned with the firm’s long-term growth strategy. Qualifications • Minimum of 10 years of experience in financial services business development, advisor recruiting, or institutional sales., • Demonstrated success sourcing and closing complex opportunities with large advisor teams or RIAs., • Strong understanding of the independent wealth management landscape, including custodial platforms, RIA structures, and advisor transition dynamics., • Experience managing long-cycle, multi-stakeholder sales processes., • Strong executive presence with the ability to engage senior advisor teams and RIA principals., • Bachelor’s degree in Business, Finance, or a related field preferred.Compensation Salary: $150,000 – $200,000 annually, plus sales incentive compensation. Final compensation will be determined based on several job-related factors, including location, relevant skills, professional licensure, experience, and education. Location and Travel This role is remote and must be based within the Northeast territory. Ideal candidates will reside in a major advisor market within the region such as Boston, New York / New Jersey, Philadelphia, or Washington DC, though candidates located elsewhere within the territory will be considered. Travel throughout the Northeast is a core component of the role and includes meetings with prospective advisor teams as well as periodic travel to the firm’s headquarters in Tampa, Florida. Travel may approach approximately 50% depending on pipeline activity and opportunity development. Benefits • 401(k) matching, • Dental Insurance, • Flexible spending account, • Health insurance, • Life insurance, • Paid time off, • Vision insurance

Job Description Turn ambition into action. Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. What We Offer: • Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company., • Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan and group life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time. Why Join Eastern Advisory Group? • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025 Responsibilities: • Partner with clients to build comprehensive financial profiles that support personalized guidance based on their income, goals, and overall financial situation, • Contribute as a supportive, growth-minded team member committed to ongoing learning and professional development, • Proactively identify, engage, and nurture lasting relationships with prospective clients while serving as a trusted financial resource, • Develop customized financial strategies that reflect each client’s life stage, career path, and evolving financial priorities, • Deliver well-informed recommendations on products, plans, and investment opportunities to help clients reach their short- and long-term financial objectives, • Brooklyn/Manhattan candidates only, • NYS Life, Accident, and Health license, • Previous Sales experience preferred, • Must be able to commute to Hauppauge, Long Island, for training and meetings Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge, NY, 11788. We can only consider applicants authorized to work in the United States. About Company • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025., • Mission Driven - "Do good. Be good. Make good."

Job Description Who We Are: Click Therapeutics, Inc., develops, validates, and commercializes software as prescription medical treatments for people with unmet medical needs. As a leading innovator of Digital Therapeutics™, Click delivers accessible, clinically proven, FDA-regulated prescription treatments to the smartphone in your hand. Click's treatments are defined by a commitment to applying technical and scientific rigor and patient-centric design to the development process. This results in uniquely engaging experiences that achieve compelling clinical outcomes for patients seeking new treatment options. Click Therapeutics continuously expands and refines its platform with novel cognitive, behavioral and neuromodulatory mechanisms of action and advanced data-driven tools such as artificial intelligence and machine learning. The digital therapeutics under development on Click's platform address diverse areas of therapeutic need, including indications in psychiatry, neurology, oncology, immunology, and cardiometabolic diseases. Consistently named a best place to work, Click fosters an inclusive, diverse workforce of innovators, clinicians, scientists, researchers, designers, technologists, engineers and more, united in a common mission to provide patients everywhere access to safe and effective prescription digital therapeutics. For more information, visit and connect with us on LinkedIn. About the Role: As a Senior Director / Vice President of HCP and Payer Marketing, you will shape the overall marketing strategy for near-term launch products and build a best in class marketing organization to execute that vision. You and your team will define the brand strategy and create the narrative and materials that drive behavior change and prescriptions for Click's PDTs. The role reports to the Chief Commercial Officer. You will oversee all aspects of the marketing function, including long-term brand strategy, market shaping, promotional messaging, tactical planning, digital marketing/omnichannel engagement, etc. We are looking for someone with a strong background in pharmaceutical marketing and launch excellence that can develop the Click playbook for Prescription Digital Therapeutic (PDT) launches across multiple therapeutic areas. If you have an entrepreneurial spirit, are success-oriented and have a strong record of launching regulated products and building teams, you may be the right candidate. This is an agile position within a rapidly growing pre-IPO company in a nascent and fast-growing space. The role will be based in our NYC office, includes great benefits, and is an excellent wealth-building/equity opportunity for the right individual. This position can be based out of Click's headquarters located in Tribeca, NYC, at the center of one of the fastest-growing digital health communities or at our industrious office in Boston, MA. We have a hybrid working model that consists of at least 4 days in office each week. Responsibilities: • Ownership of a best-in class marketing campaigns, including development of each product's brand positioning, creation of brand value propositions, and promotional messaging in order to create and drive effective brand strategies, • Utilizing data and being strategic in developing the brand by conducting segmentation, unmet needs analysis, competitive landscape and business intelligence for HCPs and payers; leverage clinical and economic data to produce high impact collateral for payer and HCP campaigns, • Develop omnichannel, growth and DTC campaigns for consumer focused marketing strategies, • Execute the branded and unbranded campaigns to prime the market for a new treatment modality, leveraging developed segments for each audience, • Oversee the development of all promotional materials (visual aids, brochures, website, etc.), approval process, and dissemination of approved materials, via agencies or otherwise, • Oversee the development of the Payer Value Dossier, translating clinical trial outcomes and value propositions into compelling economic arguments for Market Access teams to utilize in securing adoption of national or payer coverage, • Direct the strategy for patient assistance programs (PAPs), copay support, and navigation services to minimize abandonment at the pharmacy counter., • Collaborate with Medical Affairs on communications strategy and KOL engagement, • Manage the brand presence at key congresses, • Support the field team by developing the curriculum and training modules for all field teams (Sales, Access, and MSLs) Education & Experience • Bachelor's degree required; MBA, PharmD, or MPH preferred to navigate the complex intersection of business and clinical strategy., • 15+ years of progressive leadership within the pharmaceutical or biotech sectors, with a proven track record across Market Access, HCP Marketing, and Sales., • Extensive experience in developing comprehensive brand strategies, encompassing Market Access, HCP professional promotion, patient engagement, and market-shaping initiatives (DSA/DSE)., • Strategic capabilities with the ability to conceive, develop and implement multi-dimensional marketing and business plans., • Deep understanding of the US payer landscape, with a preferred focus on Medicaid, state government accounts, and public affairs policy to navigate evolving legislative environments., • A seasoned leader with a track record of building, mentoring, and scaling high-performing marketing teams in high-growth environments., • Expert-level oversight of multi-million dollar budgets and external vendor relationships, including AORs and promotional partners., • Knowledge of or experience with Digital Therapeutics and/or Prescription Digital Therapeutics is considered a plus The base salary range for this position is between $180,000 - $280,000. The final base salary will be dependent upon skills, experience and location. In addition to the base salary, Click Therapeutics offers an annual performance-based cash bonus and a generous equity package. Benefits: The role includes great benefits and is an excellent wealth-building opportunity at a fast-growing pre-IPO company in a nascent and extremely exciting space. Competitive Salary with Annual Review | Cash Bonus | Stock Options | 5% 401(k) matching | Medical | Dental | Vision | Life Insurance | Voluntary Benefits | Unlimited PTO | Uber One | Nectar Rewards | One Medical | Fertility Support | Fitness Reimbursement | Bike Membership | Professional Development Stipend | DoorDash and Catered Lunches | Parent Benefits | LinkedIn Learning | Gemini Enterprise Stack | Industrious Workspaces | Commuter Subsidies | Flexible Work Arrangement | Choice of Mac or Windows | Sponsored Company Events | Office Snacks and Beverages | Much More… Equal Employment Opportunity: Click Therapeutics is committed to equal opportunity in the terms and conditions of employment for all employees and job applicants without regard to race, color, religion, sex, sexual orientation, age, gender identity or gender expression, national origin, disability or veteran status. Click Therapeutics also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as employment eligibility verification requirements of the Immigration and Nationality Act. All applicants must have authorization to work for Click Therapeutics in the U.S. In certain circumstances it may be advantageous to Click Therapeutics to support the application(s) for temporary visa classification and/or sponsor applications for permanent residence so that a foreign national colleague can accept or remain in a work assignment in the U. S. For certain classes of temporary visas, the resulting work authorization may be specific to Click Therapeutics and the specific job and/or work site. Click Therapeutics may at its business discretion decide to or refrain from obtaining, maintaining and/or extending the temporary visa status and/or sponsoring a colleague for permanent residency and /or employment eligibility, considering factors such as availability of qualified U.S. workers and the colleague's long-term prospects for securing lawful permanent residence, among other reasons. Employment applicants requiring immigration sponsorship must disclose, when initial application for employment is made, whether or not they are legally authorized to work for Click Therapeutics in the U.S. and, if so, whether that authorization permits them to work in the job they seek. In no case should Click Therapeutics support of a colleague's temporary visa application or sponsorship of a colleague for permanent residence be construed to guarantee success of that application or amend or otherwise invalidate the "at-will" employment relationship between the colleague and Click Therapeutics. Recruitment Phishing Scams: Fake job advertisements and offers are increasingly appearing on the internet. If you have encountered a job posting or have been approached with a job offer that you suspect may be fraudulent, we strongly recommend you do not respond and report it to the Federal Trade Commission and the FBI at . Please be mindful of the following: • Click Therapeutics will only reach out to you through an "@clicktherapeutics.com" email address.Other than your email address or telephone number, which you may provide via a job application portal, Click Therapeutics will never ask you to provide personally identifiable information about yourself (such as a Social Security Number or Driver's License Number) via a messaging application (like that used on the LinkedIn platform or Microsoft Teams)., • Click Therapeutics will conduct interviews face-to-face over Zoom., • All job postings will be listed on the Click Therapeutics official career page.

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Personal Finance Expert Type: Contract Compensation: $65–$90/hour Location: Remote Role Responsibilities • Build long-horizon personal finance tasks with deterministic rubrics for agent performance evaluation., • Develop scenarios in day-to-day money management, including transaction categorization and budget reconciliation., • Create tax and planning tasks like tax packet assembly and net worth rollups with computable totals., • Design consumer finance scenarios such as credit card comparisons and billing disputes with valid outcomes. Must-Have • 3+ years in personal finance, tax prep, bookkeeping, or wealth advisory., • Expertise in tax preparation (TurboTax or equivalent), budgeting systems (Mint, Monarch, Copilot), or personal bookkeeping (QuickBooks)., • Familiarity with US tax rules and credit card and rewards ecosystems., • Ability to read and produce personal finance artifacts: budgets, tax packets, dispute letters, portfolio summaries., • Hourly contractor, • Upload resume, • AI interview based on your resume

Job DescriptionDescription: About the Guideline Guideline is a global provider of ad intelligence and media plan management technology powering the strategy, planning, and management of advertising buying and selling for the world’s leading enterprises. Our solutions deliver the industry’s most comprehensive and timely insights, enabling enterprises from publishers, agencies and brands to investors and consulting firms to optimize media performance and drive superior business outcomes. Our proprietary spend and pricing data represents approximately $200 billion in annual media investment across 65 countries worldwide, providing the most complete and transparent view of the global advertising marketplace available today. About the Role As Sales Director, Capital Markets at Guideline, you will play a pivotal role in driving growth within this high-growth vertical. You will be responsible for identifying, sourcing, and closing institutional investor prospects who are an excellent fit for our data solutions. With strong consultative selling skills, you will engage with inbound leads while proactively building a robust sales pipeline and closing new business. Collaboration with internal teams across product, marketing, and sales development is essential to achieving individual and team goals and contributing to our mission-driven approach. Your ability to clearly articulate the value of our data solutions will be critical in helping institutional clients achieve their investment objectives. Key Responsibilities • Represent Guideline's data solutions to institutional investors, building awareness and credibility within the capital markets vertical., • Proactively identify and cultivate high-value prospective accounts, maintaining a robust and well-qualified pipeline of new business opportunities., • Manage complex, multi-stakeholder sales cycles with confidence, navigating intricate negotiations through to close., • Build and maintain senior-level relationships at target accounts, establishing Guideline as a trusted long-term partner to drive new business., • Work cross-functionally with product, marketing, and sales development teams, leveraging a strong understanding of market needs and the unique value Guideline’s data solutions bring to institutional investors., • 7+ years of closing experience in data, SaaS, or fintech sales, with a strong preference for candidates who have sold to institutional investors or worked within the buyside., • Demonstrated expertise in crafting and executing sales strategies for alternative data solutions or capital markets technology products., • A background in helping clients leverage complex data sets for analytics, portfolio construction, or business intelligence., • Proficiency in consultative, solution-based selling, with a consistent track record of exceeding quarterly quotas., • An established network of senior contacts within institutional investor accounts (asset managers, hedge funds, sovereign wealth funds, mutual funds or similar)., • Skilled negotiator with strong presentation abilities and a proven track record of closing enterprise-level deals., • Adept at identifying new business prospects and building dynamic pipelines within Salesforce; experience with MEDDICC or similar sales methodologies is a plus., • Exceptional communication, organization, and presentation skills, with the ability to convey complex data concepts to both technical and non-technical stakeholders. We consider a wide range of factors when determining compensation including relevant experience, education, and skill level. Additional commission incentives will be included as part of a market-competitive total compensation package. US Benefits Guideline offers full-time employees a comprehensive benefits package based on location. Some benefits may include, but are not limited to: • Medical, Dental, Vision, Health Savings Account, Flexible Spending Account, • STD, Life, LTD and AD&D, • 401(k) and RRSP with a company match program, • Unlimited Paid Time Off (PTO), • Paid Parental Leave, • Commuter Benefits, • Employee Recognition Program, • Referral Bonus program Equal Opportunity Employer Guideline is an equal opportunity employer, committed to our diversity and inclusiveness. We will consider all qualified applicants without regard to race, color, nationality, gender, gender identity or expression, sexual orientation, religion, disability, or age. We strongly encourage women, people of color, members of the LGBTQIA community, people with disabilities, and veterans to apply. Requirements:

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 Location: Queens, New York Job Type: Full Time, Day Shift Job Description: Bradford Construction, a BRAVO Group company, currently has an opportunity for an experienced Architect to support one of our NYC public agency clients. The position will work onsite from our client's office in Long Island City, Queens, and will be eligible for hybrid work after 90 days. Key Responsibilities: • Develop test fits and feasibility studies for new buildings and additions. Including creative solutions such as vertical additions requiring significant architectural and structural analysis., • Analyze land use regulations, NYC Construction Codes, NYC Zoning Resolution, and other applicable requirements for proposed sites., • Conduct site observations and prepare field reports., • Present studies to an interdisciplinary committee of internal stakeholders., • Provide technical assistance for Real Estate, Legal, and Capital Plan Management in negotiations with developers., • Engage with developers and other stakeholders in pre-design meetings for mixed-use projects., • Perform scope and design review of new and renovation projects at all phase submissions, • Work with a wide range of technical, professional, managerial and support personnel, as well as outside consultants, contractors, vendors and various government agencies., • Assist in preparing new design standards and procedures., • Handle multiple projects at the same time., • Minimum of five (5) years of experience in drafting plans and sections in AutoCAD, interpreting NYC Zoning Resolution and NYC Construction Codes., • Strong understanding of public sector design standards, documentation, and regulatory requirements, • Proficiency in Microsoft Word, PowerPoint, Excel, and Outlook, Bluebeam Revu, AutoCAD, and Adobe InDesign., • Registered Architect (RA) in the State of New York is preferred.

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: Fix Alpaca's operational bottlenecks for scale. Your mission is to own and break the cycle of operational debt by transforming high-risk bottlenecks into automated, scalable solutions. You will operate as the critical bridge, ensuring Alpaca's ambitions are balanced against operational reality to secure the foundation for parabolic growth. Things You Get To Do: • Own Structural Bottlenecks: Own the product roadmap for Alpaca's internal workflows and tooling. Drive root cause analysis and execute on the most complex and high-risk operational problems (e.g. AML/KYC workflows, reconciliations, corporate actions, cost basis processing, tax reporting, and security master/reference data management), • Automation Strategy: Design systems and leverage internal tooling, AI, and workflow orchestration, so existing operations teams can support 100x growth. Eliminate critical failure modes by automating core workflows., • Delivery & Measurement: Define clear success metrics and SLAs. Write crisp specifications, map processes, and work cross-functionally to ship high-leverage tooling, iterating based on operational feedback., • Data-Driven Prioritization: Design and manage the data framework for selecting strategic projects, blending inputs from the Risk, Sales and Support., • Enforce Operational Readiness: Collaborate with Sales and Product to establish, manage, and enforce the operational capacity standards, acting as the critical check between ambitions and operational reality., • Experience: Proven track record in Product Management or technical operations roles, with a focus on FinTech, Brokerage, or Payments platforms; including leading cross-functional projects and securing resources against competing initiatives., • Leadership: Exceptional prioritization and judgment. Proven ability to measure product impact against risk and cost, influence senior stakeholders, and successfully defend "not now" decisions with clear, actionable data., • Automation Obsessed: A deep, demonstrated passion for following and applying workflow automation and AI trends pragmatically to brokerage operations., • Operational Knowledge: Strong functional knowledge of brokerage or financial operations (settlements, reconciliations, client money, best execution, etc.) and regulatory compliance/risk mitigation., • Financial Infrastructure Knowledge: Experience working with broker-dealer platforms, clearing firms, or trading infrastructure, with exposure to post-trade operational workflows., • Direct experience with tax reporting, cost basis, corporate actions, or security master systems, • Strong familiarity with AI automation 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 DescriptionCompany Description Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research led approach and continual innovation is powered by the passion and creativity of our colleagues. We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible work environment empowers our colleagues to reach their full potential. Job Description As Director of Sales, you will lead business development for Avaloq’s Composable Solutions to new client segments as we expand our global footprint into the Americas. This is a pivotal opportunity to develop the go-to-market sales and delivery strategy—building new client relationships and strategic partnerships to drive sustained revenue growth. • Develop and implement sales strategic initiatives for market penetration in the Americas—establishing business growth sales plans and targets, • Drive pipeline generation and own the full sales lifecycle playbook—creating repeatable funnel flows, running discovery, qualification criteria, demos, and solution mapping from end-to-end, • Capture and synthesize client pain points and feature requests, providing a feedback loop to Product and Technology to shape the roadmap, • Establish a lean sales development model and infrastructure in region to efficiently and effectively close new clients, • Collaborate with Marketing, Product, Technology, Finance, and Strategy partners to align on messaging, lead generation, deal structure, forecasting, pricing, and client feedbackQualifications, • Over 10+ years of experience in B2B sales within the financial, technology, banking or wealth management industry, with 5+ years in a SaaS environment, • A deep understanding and knowledge of market trends, competitor landscape, and client needs, • Proven success in meeting or exceeding sales quotas and managing RFI/RFP processes and complex, long-cycle deals, • Exceptional leadership, communication, negotiation, and strategic thinking capabilities, • Experience identifying and collaborating with industry partners to provide local third-party system integration and implementation support or to create value-added solutions, • Experience in driving location strategy for Sales, Implementation and Client Success teams, and client segmentation and pricing strategies, • Experience with selling API first or composable B2B SaaS products Additional Information We realize that managing work life balance is a challenge we all face in our daily lives and in order to support with this we are pleased to offer hybrid and flexible working for most of our Avaloqers to maintain work life balance and still continue our fantastic Avaloq culture in our global offices. In Avaloq we are proud to embrace diversity and understand the success of our business is built on the power of different opinions, we are whole heartedly committed to fostering an equal opportunity environment and inclusive culture where you can be your true authentic self. We hire, compensate and promote regardless of origin, age, gender identity, sexual orientation or any other fantastic traits that make us all unique, we have done our best to write this advert in an inclusive and neutral way. Please be aware that we will not accept speculative CV submissions for any of our roles from recruitment agencies, and any unsolicited candidate submissions will be exempt from any payment expectations. #LI-Hybrid

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $116,000 at plan yearly Responsibilities: • Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Determine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Valid FINRA Series 7 & 63/66 preferred but not required, • A Bachelor's degree in finance, business administration, or alternate related analytical field is required As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with the client's interests and priorities. We have over 175 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and your clients, • New York Life ranks No. 69 on the 2025 Fortune 500 list and remains the largest mutual life insurer in the U.S., • Most MDRT members in any United States Mutual company in 2026, • Celebrated for exceptional financial strength with the highest ratings awarded to any US life insurer: A++ (A.M. Best), AAA (Fitch), Aa1 (Moody’s), and AA+ (S&P). Source: Individual Third-Party Ratings Reports, as of 5/19/2025

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 our role: We are seeking an experienced Operations Director to join our dynamic team within our Broker-Dealer operations. The ideal candidate will play a pivotal role in ensuring seamless operational processes, mitigating risk, and maintaining compliance with regulatory standards. This position requires a proactive approach to identifying inefficiencies, implementing controls, and optimizing procedures to enhance operational effectiveness. Key Responsibilities: • Operational Oversight: Monitor daily operations, trade settlements, reconciliations, and financial transactions to ensure accuracy and compliance., • Risk Management: Identify, assess, and mitigate operational risks, developing strategies to enhance controls and minimize errors., • Regulatory Compliance: Ensure adherence to SEC, FINRA, and other regulatory requirements while maintaining proper documentation and reporting., • Process Improvement: Analyze existing workflows, recommend enhancements, and implement automation initiatives to boost efficiency., • Audit & Internal Controls: Collaborate with internal audit teams to ensure all processes align with industry best practices and regulatory standards., • Cross-functional Coordination: Work closely with Clearing, Finance, AML, Compliance, Cash Management and Stock Transfer teams to streamline operations., • 10+ years of experience in Operations Control within a Broker-Dealer environment., • Strong understanding of SEC, FINRA, and regulatory frameworks governing Broker-Dealer operations., • Expertise in trade reconciliations, risk management, and compliance monitoring., • Proficiency in industry systems (e.g., DTCC, OCC, Bloomberg, or similar platforms)., • Exceptional analytical and problem-solving skills with attention to detail. Effective communication and collaboration abilities in a fast-paced environment. 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 $100,000 - $145,000. 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. Apply for this job

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. About the Role: We are seeking an Analytics Engineer to own and execute the vision for our data transformation layer. You will be at the heart of our data platform, which processes hundreds of millions of events daily from a wide array of sources, including transactional databases, API logs, CRMs, payment systems, and marketing platforms. You will join our 100% remote team and work closely with Data Engineers (who manage data ingestion) and Data Scientists and Business Users (who consume your data models). Your primary responsibility will be to use dbt and Trino on our GCP-based, open-source data infrastructure to build robust, scalable data models. These models are critical for stakeholders across the company—from finance and operations to the executive team—and are delivered via BI tools, reports, and reverse ETL systems. What You'll Do: • Own the Transformation Layer: Design, build, and maintain scalable data models using dbt and SQL to support diverse business needs, from monthly financial reporting to near-real-time operational metrics., • Set Technical Standards: Establish and enforce best practices for data modelling, development, testing, and monitoring to ensure data quality, integrity (up to cent-level precision), and discoverability., • Enable Stakeholders: Collaborate directly with finance, operations, customer success, and marketing teams to understand their requirements and deliver reliable data products., • Integrate and Deliver: Create repeatable patterns for integrating our data models with BI tools and reverse ETL processes, enabling consistent metric reporting across the business., • 4+ years of experience in analytics engineering or data engineering with a strong focus on the "T" (transformation) in ELT., • Proven track record of owning data products end-to-end, applying analytics and data engineering best practices to ensure data quality, scalability, and robust data models., • Comfortable working with ambiguity and collaborating with stakeholders to define requirements; able to take ownership with minimal oversight in a fast-paced environment., • Experience proactively identifying and implementing improvements to data warehouse performance and ETL efficiency., • Technical Versatility:, • Expert-level SQL and DBT skills for complex queries and data transformations., • Proficiency in Python for transformations that extend beyond SQL., • Hands-on experience with query optimization across OLTP and OLAP systems (e.g., Postgres, Iceberg)., • Proficiency with Semantic Layer modelling (e.g. Cube, dbt Semantic Layer)., • Experience owning CI/CD workflows and establishing team-wide standards for version control and code review (e.g., Git)., • Experience with data ingestion tools (e.g., Airbyte) and orchestration tools (e.g., Airflow)., • Domain experience for brokerage operations or a passion for financial markets and modelling financial datasets.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 Our client is a market-leading pioneer operating at the dynamic intersection of traditional finance and the rapidly evolving digital asset economy. With a proven track record of successfully navigating multiple market cycles, they stand at the forefront of institutional crypto adoption. They empower global clients with comprehensive services across spot trading, derivatives, and structured solutions. Combining institutional-grade risk management with profound crypto-native expertise, our client enables funds, corporates, and family offices to seamlessly integrate digital assets into their portfolios, balance sheets, and treasuries. They are renowned for their robust infrastructure, secure operations, and innovative financial products designed for sophisticated market participants. The Opportunity: The Proposition This is not a conventional sales role; it's an unparalleled opportunity to build, lead, and profoundly influence the institutional digital asset landscape from the front lines. You will operate within an environment that champions initiative and rewards measurable performance over rigid hierarchy, providing senior talent with a genuine platform to make a significant impact. You will join a high-conviction team that uniquely blends institutional rigor with crypto-native agility. This team is backed by a management group that deeply values substance, independence, and sustainable long-term growth. Key Responsibilities: • Client Franchise Growth & Acquisition: As a senior member of the sales team, proactively identify, acquire, and onboard new institutional and High-Net-Worth clients across the US, with the ultimate objective of significantly expanding the regional client franchise., • Relationship Management & Solutioning: Cultivate and nurture long-term, trust-based client relationships by deeply understanding their unique trading needs. Provide expertly tailored solutions across spot trading (both OTC and API), options, and sophisticated structured products., • Commercial Strategy & Execution: Develop and meticulously execute commercial strategies for client engagement, sustainable growth, and retention across North American markets. Lead impactful client meetings and presentations to articulate value propositions., • Market & Product Intelligence: Actively gather market and client feedback to support the ongoing development of new product offerings. Conduct comprehensive user-mapping and analysis to drive the expansion of the client footprint., • Cross-Functional Collaboration: Forge strong cross-functional partnerships with internal stakeholders, including trading, structuring, and research teams, to create and execute growth initiatives for attracting and retaining clients. Provide insights into target client segments and competitor product offerings., • External Representation: Act as a prominent external representative for the firm, presenting astute market views, spearheading educational outreach initiatives, and strategically positioning the brand as a trusted institutional partner in the digital asset space., • Operational & Team Leadership: Manage, supervise, and provide executive oversight for the regional office operations. Mentor junior team members, sharing product expertise and reinforcing a strong work ethic. Ensure clients receive an exceptional experience throughout both the sales and after-sales processes. Candidate Profile: Required Qualifications: • Extensive Financial Markets Experience: Minimum of 10 years of relevant financial markets experience in sales and trading, wealth management products, or payments., • Institutional Network: A strong, established network of institutional or HNW relationships specifically within North America., • Sales & Relationship Acumen: Proven capabilities in building strong, enduring client relationships and a demonstrated track record in driving commercial sales growth., • Product Understanding: Deep and nuanced understanding of client needs across OTC (Over-The-Counter), API (Application Programming Interface) connectivity, and complex derivative structures., • Strategic & Communication Skills: A strong communicator and strategic thinker with excellent presentation and organizational skills., • Entrepreneurial Drive: Highly entrepreneurial, self-directed, and intrinsically motivated by performance, autonomy, and the ability to drive outcomes.

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 the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Financial Services Sales & Marketing Expert Type: Contract Compensation: $45–$65/hour Location: Remote Role Responsibilities • Build a realistic digital workspace centered on the Drive folders you use day-to-day, including pitch decks, client briefs, and campaign calendars. Incorporate platforms like Salesforce Financial Services Cloud, HubSpot, or Marketo., • Design multi-step tasks grounded in real workflows that challenge frontier AI agents by navigating multiple apps, files, and stakeholders., • Collaborate with other financial-services sales and marketing experts to design environments, shape task scope, and review scenarios for realism and rigor., • Work asynchronously with research teams to refine task designs and evaluation criteria for financial-services agent benchmarks. Must-Have • 3+ years of full-time sales, relationship-management, or marketing experience at a Fortune 500 bank, wealth or asset manager, or insurer., • Background in wealth-management, corporate banking, asset-management distribution, retail-banking marketing, or compliance-reviewed marketing., • Day-to-day use of Salesforce Financial Services Cloud, HubSpot/Marketo, and Tableau/Power BI., • Series 6/7/63/65/66 or insurance licenses., • Upload resume, • AI interview based on your resume

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Business Development Representative LOCATION: New York City (hybrid - 3 days in office) SALARY: $100,000 - $120,000 OTE The Role: As a Business Development Representative at Canoe Intelligence, you will play a pivotal role in driving revenue growth by generating qualified leads and establishing new client relationships. You will be responsible for prospecting, qualifying, and nurturing leads. Your ability to effectively communicate the value proposition of Canoe Intelligence's solutions will be critical in identifying opportunities and converting leads into sales opportunities. What You’ll Do: * Prospect and generate new sales leads through outbound calls, emails, and other channels within the wealth and institutional financial markets * Qualify inbound leads from various sources, including marketing campaigns, events, and website inquiries * Conduct initial outreach and engage with potential clients to understand their needs and introduce Canoe Intelligence's solutions * Collaborate closely with the sales and marketing teams to develop and implement strategies to drive pipeline growth * Maintain accurate and up-to-date records of interactions and lead activities in the CRM system * Work closely with Sales Executives to schedule meetings and appointments with qualified prospects * Stay informed about industry trends, market changes, and competitors to effectively position Canoe Intelligence's value proposition What We’re Looking For: * Bachelor's degree or equivalent practical experience * Proven experience (minimum 1 year) in a sales/business development or similar role, preferably within the financial technology (fintech) sector * Strong communication skills, both written and verbal, with an ability to engage and build rapport with prospects * Results-oriented mindset with a track record of meeting or exceeding targets and KPIs * Self-motivated with excellent time management and organizational skills * Familiarity with CRM software (e.g. Salesforce) and sales prospecting tools * Knowledge of alternative investments, asset servicing, or financial services is preferred 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 DescriptionCompany Description We're ASOS, the online retailer for fashion lovers all around the world. We exist to give our customers the confidence to be whoever they want to be, and that goes for our people too. At ASOS, you're free to be your true self without judgement, and channel your creativity into a platform used by millions. Everyone needs some help showing up as their best self. We're Disability Confident Committed - let our Talent team know if you need any reasonable adjustments throughout the recruitment process. Job Description We’re looking for a commercially driven, customer-first Trade & Pricing Manager to accelerate our US business. You’ll be the go-to expert on US performance and customer demand, using data and market insight to make clear recommendations on proposition, pricing and promo mechanics. You will build a holistic view of what drives the US business (traffic, conversion, sales and profit) and partner cross-functionally across Pricing, Performance Marketing, Delivery/Operations and onsite customer journey teams to ensure we’re pulling the right levers to deliver against our commercial targets. This is a high impact role where you will help shape the direction of our US trading strategy and will be a key contributor to our continued growth and profitability in market. The Details • Lead daily/weekly/monthly performance diagnostics, identify key drivers (price, promo, stock, mix, delivery proposition and customer experience), and build and execute action plans with stakeholders to improve conversion, sales and margin, • Forecast sales and track key KPI’s (traffic, CVR, ABV, Sales, Margin), proactively identifying risks to the business plan and identifying opportunities to improve performance, • Plan and manage the promotional calendar, defining event objectives, mechanics and expected impact, • Evaluate promotional events and pricing actions post-launch, capturing learnings and embedding improvements to uplift full price mix, conversion and profitability About You • Relevant experience, preferably at a fashion retailer, • Strong commercial mindset with experience in trade planning, forecasting, and delivering against sales & margin targets, • Strong analytical capability (advanced Excel; confident building performance stories) with experience using data to make pricing, promo and trading recommendations (Adobe/GA/ContentSquare experience a plus), • Thrives in a dynamic, high-growth environment, balancing agility with strategic focus., • Proactive, action oriented, and committed to delivering results consistently., • High level of ownership, accountability and initiative, • Comfortable leading several key projects while keeping high priority in mind to drive the business forward Additional Information BeneFITS • Employee discount (hello ASOS discount!), • 14 days paid annual leave + an extra celebration day for a special moment, • Discretionary performance related bonus scheme, • Private medical, dental & visual insurance, • Opportunity for personalised learning and in-the-moment experiences that enable you to thrive and excel in your role

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

Job 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 are hiring a high-performing Senior Account Executive to drive new business across enterprise and strategic accounts. We’re a product-first company with significant commercial traction and continually reinvest in our product. As an Arch Senior Sales Director, you will play a pivotal role in meeting, understanding, and serving core accounts to accelerate our market presence and revenue growth. At Arch you will: * Build relationships with the people inside family offices, institutions, investment advisors, and other financial firms who allocate capital and would greatly benefit from the Arch platform * Manage end-to-end client acquisition process - including lead generation, qualification, product demonstration, and conversion * Collaborate cross-functionally with Partnerships, Product, Operations, and the Executive Leadership team to acquire and attract new clients * Learn from every interaction, bringing market insights to Arch Engineering and Operations to improve the core product continually. Reach out to us if you: * Have 5-7 years of experience selling Fintech or other SaaS products, preferably in a growth-stage startup environment. * Experience closing complex deals with a consultative sale. * Have consistent quota attainment or a track record of success. * Seek massive opportunities, jump on them, and take initiative. * High energy, love talking to people, and want to work on complex customer problems. * Are obsessed with personal growth and feedback – you improve every day and will be given the tools to do so. * Will put in the work to understand each client’s needs and help them make the most informed decision of what’s in their best interest. When clients are properly informed, they choose Arch. * Take a long-term perspective and uphold Arch's brand and relationships with potential partners above all else. There are two degrees of separation between most potential clients. * Want to hustle alongside an ambitious team to have an impact. You’re energized by deep understanding of your customer’s problems, helping them, and will not stop until you solve them. * Excited by working late and where you get to solve meaningful problems. * Have a consultative and problem-solving mindset (we are not a super salesy organization). Bonus points if you: * Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field. * Possess deep understanding of Alternative Investments industry trends, products, and services. * Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s. A Note about us: All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients. We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace. Some perks of working for Arch include: * Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. * Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. * Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. * Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. * Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters). * Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal. Compensation Range: $300K - $350K

Job DescriptionWe are a full-service community bank with branch locations in New York and New Jersey. Each day, Northfield Bank upholds our mission to be the financial institution of choice for individuals and businesses by delivering innovative products and exceptional customer service. Founded in 1887, the Bank has always been proud of being “locally grown,” and credits our strength to our dedication to our customers and the communities that we serve. Title: Branch Supervisor Location: Brooklyn, NY Branch: Flatbush Job Status: Full Time Job Summary: Partner with the Branch Manager and Assistant Branch Manager to ensure efficient operations of the branch. Act as first level supervisor, assisting all Tellers with job-related questions and coordination of all sales-related actions. Ensure teller staff is operating in compliance with Bank policies and procedures. Coach and mentor Teller staff in building relationships through referrals and cross-selling Bank products and services. Responsibilities Include: • As first level supervisor, assist all staff with any job-related questions, ensuring staff is operating in compliance with Bank policies and procedures. Partner with Assistant Manager and Branch Manager, and assume authority in their absence, to ensure daily branch operations are being conducted in a responsible and sound manner, in accordance with all applicable laws, regulations and guidelines, • Monitor and approve customer transactions, manage the teller area, schedule and staff employees appropriately, complete daily proofing of all branch-related areas, review daily reports of customers activity and complete any paperwork as required for Compliance and Bank Secrecy Act (BSA) purposes, • Ensure dual control procedures are enforced at all times, including proper oversite of branch cash, vault and teller cash management, and internal and external shipment of cash, • Monitor procedures involving non-deposit products, such as wealth management and retirement planning investments, to ensure compliance within these areas, • Complete periodic internal branch audits, • Ensure all branch security procedures are being followed appropriately and effectively, including daily branch opening and closing procedures, • Ensure compliance with all relevant Bank policies and procedures, • Maintain a working knowledge of all products and services to assist in answering questions from staff and customers, • Train and develop staff toward procedural compliance, goal achievement and exceptional customer service, • Coach and mentor staff in building relationships through referrals and cross-selling Bank products and services. Clearly communicate expectations of job performance and hold staff accountable for performing against expectations and goals, • Actively participate in performance management process for staff, completing performance evaluations and proactively addressing performance issues, • In partnership with Human Resources, manage the hiring, training and retention of staff, • Cross train in all positions within branch and perform any operations duties, as needed, during peak periods or to maintain coverage, • Lead by example by modeling appropriate sales techniques to staff., • Consistently cross-sell and refer bank products and services to contribute to branch sales goals, including deposit growth, loan growth, fee income growth and investment growth., • Execute on sales opportunities by making product suggestions based on customer needs and referring to the appropriate branch or external representative (deposits, loans, investments, debit cards, and merchant Services OTM), • Assist in customer outreach by managing, assigning and conducting outbound phone calls, to educate and inform customers about additional products and services available to them., • Proactively strive to retain and grow the current customer base by providing efficient daily operations of the branch and exceptional customer service, • Maintain clear and open communication between branch management and staff, actively listen to staff when questions are raised, and cascade important information both up to management and down to staff members in a timely manner, • Promote Northfield Bank in the communities we serve, through involvement in community-based organizations and participating in community events and company-sponsored events, • Demonstrate professionalism at all times by maintaining a positive and respectful demeanor even during challenging situations, • Professional work attire must be worn at all times, following our HR manual guidelines • Assignment to a specific branch is always based on business need. Northfield Bank may transfer an employee to another branch at any time. Job Requirements: • High School Diploma or equivalent required, • Two-year college degree or 2+ years banking experience, including supervisory experience, • Proficient with all Teller-related functions, including cross-selling bank products (1+ years’ experience required. 2+ years’ experience preferred.), • Good interpersonal and problem solving skills (1+ years’ experience required. 2+ years’ experience preferred.), • Good computer skills (1+ years’ experience required. 2+ years’ experience preferred.), • Ability to multi-task effectively (1+ years’ experience required. 2+ years’ experience preferred.), • Supervision of staff (1+ years’ experience required. 2+ years’ experience preferred.), • Operating an Adding Machine required, • Must be able to stand for prolonged periods of time, • Ability to lift and transfer coin bag (approximately 30 lbs.) Northfield Bank is an Equal Employment Opportunity Employer Minorities/Females/Protected Veterans/Individual with Disabilities/Sexual Orientation/Gender Identity Pay Range: $24.00-$31.00 per hour Non-exempt

Job Description Are you a fan of interpersonal engagement and excel at devising outcome-focused strategies? Fed up with the predictability of your daily grind and in search of a new opportunity? We are seeking a driven individual with a passion for finance, eager to establish themselves in the financial services sector! The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. If you have outstanding communication skills and a sharp eye for detail, don't hesitate to send in your application today! Compensation: $60,000 - $90,000 at plan annually Responsibilities: • Develop strong relationships within local communities, • Engage in a top-notch training program within the financial services industry, • Analyze cash flow, income, financial status, and other wealth management aspects to assist clients in defining and achieving financial objectives, • Act as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects, • Devise sustainable financial solutions tailored to clients' long-term needs, • Excellent communicator who is willing to provide great client service, • A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary, • Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed, • Preferred Bachelor’s degree, but not required, • FINRA licenses are a plus, but not required Traits of our most successful associates: • Enterprising, • Strong work ethic, • Desire to help people, • Positive attitude As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We have over 175 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and the clients, • #78 on Fortune 100 in 2024, • Most MDRT members in any United States Mutual Company in 2019, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 07/31/24

Job DescriptionSalary: 130,000-135,000 Altfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice and manage existing client relationships. We place the client at the core of everything we do. This role is ideal for someone who values a fee-only based approach, which replaces commissions with the clients best interest. About the Role Serve as the first point of contact for a number of the firms clients. Drive clients financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans. Review a clients current investments and objectives and provide a custom portfolio within the firms guidelines. Opportunity to specialize in a technical area including but not limited to: • Investments: participate on the firms investment committee and cover a segment of the investment universe., • Financial Planning: option to specialize in one area of financial planning serving as the firms internal subject matter expert., • Business Development: Work cross-departmentally to drive business strategies. Responsibilities • Serve as the first point of contact for a number of the firms clients., • Drive clients financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans., • Review a clients current investments and objectives and provide a custom portfolio within the firms guidelines., • Opportunity to specialize in a technical area including but not limited to:, • Investments: participate on the firms investment committee and cover a segment of the investment universe., • Financial Planning: option to specialize in one area of financial planning serving as the firms internal subject matter expert., • Business Development: Work cross-departmentally to drive business strategies. Qualifications • 5+ years of experience in Wealth Management with a demonstrated ability to manage client relationships, fee-only is a plus!, • CFP, • Bachelors degree from an accredited university, • Passion for fee-only Financial Planning and Wealth Management, • Exceptional written and verbal communication skills, including the ability to simplify difficult financial concepts to educate a less experienced audience, • Detail-oriented and highly organized, • Self-starter with an entrepreneurial mindset, • Team player and collaborative, • Of the highest integrity, • Maintain a client-first mentality Required Skills Altfest Personal Wealth Management requires all employees to be fully vaccinated for COVID-19. To be fully vaccinated, employees must obtain the first dose of a two-dose vaccine or obtain one dose of a single vaccine. Pay range and compensation package Compensation Range: $130,000- $135,000 base (excluding potential incentives) commensurate with experience. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA and Generous 401(k) match and Traditional and Roth 401(k). We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law. The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future.Crains New York Businessranked Altfest Personal Wealth Management as aBest Place to Work in NYC in 2020, 2022 and 2023. Named by InvestmentNews as abest place to work for Financial Advisors in 2024!

Job Description We are sharing a specialised part-time consulting opportunity for professionals experienced in wealth management, asset management, portfolio construction, financial planning, investment strategy, client advisory workflows, and structured financial evaluation. This role supports current and upcoming remote consulting opportunities focused on structured investment advisory review, portfolio strategy assessment, financial planning scenario evaluation, client communication review, fiduciary workflow analysis, and high-quality project execution. Selected professionals will apply their wealth and asset management expertise to review realistic advisory scenarios, evaluate investment reasoning, prepare structured written outputs, and support accurate, evidence-based financial advisory workflows. Key Responsibilities Professionals in this role may contribute to: Portfolio Construction & Investment Strategy Review • Review scenarios involving portfolio recommendations, asset allocation, rebalancing decisions, investment policy statements, and client investment objectives, • Evaluate investment outputs against risk profile, time horizon, liquidity needs, tax considerations, and documented client constraints, • Support structured review of investment research, portfolio strategy materials, alternative investment analysis, and asset allocation frameworks, • Review financial planning scenarios involving retirement projections, client discovery materials, tax-loss harvesting, estate planning concepts, and advisory recommendations, • Evaluate client-facing communications against planning objectives, source materials, fiduciary considerations, and suitability requirements, • Support structured review of financial plans, advisory notes, client summaries, retirement models, and planning-related documentation, • Annotate, label, or validate materials across wealth management and asset management use cases, • Review scenarios involving risk profiling, alternative investment due diligence, fund operations, fiduciary standards, and regulatory considerations, • Evaluate work connected to Reg BI, Investment Advisers Act considerations, client suitability, and advisory workflow quality Strong candidates may have: • 3+ years of experience in wealth management, asset management, financial planning, portfolio management, client advisory, private banking, RIA work, family office, fund operations, or related investment roles, • Background in one or more areas such as client advisory, financial planning, portfolio construction, asset allocation, alternative investments, estate planning, fiduciary compliance, or institutional asset management, • Familiarity with advisory workflows involving client discovery, IPS development, portfolio review, retirement projections, tax-aware planning, rebalancing, and investment recommendations, • Comfort reading and preparing financial advisory artifacts such as client summaries, investment policy statements, planning notes, portfolio reviews, due diligence summaries, and advisory communications, • Strong analytical thinking and written communication skills, • A degree or professional background in finance, economics, accounting, business administration, investment management, financial planning, or a related field is helpful, • CFA, CFP, CAIA, Series 65, Series 66, or related financial advisory credentials, • Experience at an RIA, wirehouse, private bank, asset manager, family office, fund platform, or institutional investment organization, • Familiarity with alternative investments, private equity, hedge funds, real assets, estate planning, trust structures, fiduciary standards, or suitability review, • Experience preparing or reviewing investment policy statements, client plans, portfolio reviews, rebalancing notes, tax-loss harvesting analyses, or investment due diligence materials, • Apply wealth and asset management expertise to structured remote project work, • Contribute to high-quality portfolio review, financial planning assessment, advisory workflow evaluation, and investment strategy analysis, • Work on flexible assignments aligned with your investment advisory background, • Use your financial judgment in a focused, detail-oriented review environment, • Independent contractor role, • Fully remote with flexible scheduling, • Part-time commitment depending on project availability, • Competitive rates between $85–$115 per hour depending on expertise, • Weekly payments via Stripe or Wise, • Projects may be extended, shortened, or adjusted depending on scope and performance This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams. By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy: .

Job Description Supervising Mechanical Engineer - Healthcare As a global leader in consulting, engineering, and commissioning services, we specialize in highly technical inpatient and outpatient healthcare facilities with a focus on resilient design, as well as sustainably designed high performance mechanical and electrical systems. We are currently seeking a performance-driven, highly motivated Supervising Mechanical Engineer for Healthcare for our New York, NY office. Your experience working in a consulting firm on healthcare projects will ensure your success in this role. You will contribute to the design of major projects across all types of medical programming and all phases of design. You will be part of a large team of over 100 engineers nationally with a wealth of experience, so this is a great opportunity to grow your career. Our dynamic work environment provides the optimal setting to take your career to the next level. From our supportive culture, diverse workforce, and competitive compensation to our flexible work schedules and fun social events, it's everything you'll need for an exciting, challenging, and rewarding career. Job Responsibilities: As the Supervising Mechanical Engineer, you will be the Engineer of Record on dedicated projects and be responsible for supervising and leading coordination meetings. You will lead and supervise staff members as they perform their tasks, and participate in budgeting, scheduling, and staff management. Additional responsibilities include: • Establishing design standards, specifications, and criteria for projects, • Supervising the preparation of reports, analyzing and developing system options and building conditions, • Maintaining interdisciplinary coordination with other trades/projects consultants, • Monitoring all correspondence between staff, clients, contractors, owners, etc., • Supervising construction administrative duties such as field reports, responses to RFIs, processing bulletins and addenda, etc., • Project management experience, • Periodic objective and comprehensive employee evaluations, • Participate in and contribute to the business unit Technical Leadership Committee Successful candidates must have a current PE registration and must have Healthcare design experience. In addition, a history of working with healthcare related infrastructure projects, adaptive reuse projects, new construction and/or renovation type projects would be a good fit for this dynamic role. • Bachelor's degree in mechanical engineering from an Accredited Institution, • 7+ years of Project Management experience, • 12+ years' experience working in a consulting firm, this is a Senior level role that requires a background in the MEP Engineering Industry, • 5 years of supervisory experience As a member of our highly collaborative team, we provide you with a flexible benefits package that reflects our respect for your workplace contributions, professional goals, and personal priorities. The personal benefits program at Syska Hennessy Group includes: • Robust, comprehensive medical, dental, vision, life insurance and supplemental benefit plans, • 401(k) plan with a generous employer matching program, • Training and professional development courses, • Professional development incentive bonuses, • Dynamic Employee Resource Groups, • Competitive Paid Time Off (PTO) policy, • Transit/parking employer stipend Syska Hennessy Group | Integrating the best minds and technology to help clients create exceptional environments. The salary range listed below is for this particular job posting. Actual pay range for candidates will be commensurate with candidate's experience, skillsets and competencies and may differ based on the cost of labor in their particular location. New York Pay Range$120,150—$170,226 USD

Job DescriptionLeadership position solving complex, data driven scenarios with elegant, client focused solutions for an innovative wealth-tech firm. Responsibilities: • Deliver to users beautifully designed products which help them deepen their brand and expand the capabilities available to serve their clients, • Provide frictionless, adaptable design solutions which are scalable and customizable to fit the needs of multiple product channels, • Drive consistency and unity throughout the platform to maximize production and quality, • Create the vision, roadmap and development of digital channel based on consumer insights—tapping into both internal development resources and external solutions, methodologies, and technologies, • Lead a team and marshal resources to create better, faster, easier, and more efficient user experiences by harnessing technology and creativity Requirements: • Strong understanding of developing technologies, trends and market intelligence and a history of utilizing that information to inform and drive large-scale improvement, • Familiarity with various critical banking tools and technologies and the ability to collect, interpret and utilize data and analytics to craft the strategy for the platform, • Experience building consensus and delivering results within an agile framework across engineering, design, U/X, and user research teams, • Subject matter expertise with Fintech, Investment, or Wealth-tech products, preferably advisor or investor platforms, • Deep knowledge human-centered design including journey mapping and market segmentation within the financial industry, • Thoughtful leader with ability to motivate and develop junior product designers, business analysts and cross functional team members to meet and exceed client expectations, • Strong technical writing skills to facilitate the creation of product design documentation, • Proficiency in digital design, marketing, communications, computer science, finance, and/or engineering gained by academic and/or equivalent work experience For immediate consideration, please forward resume and contact details to: Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit Ashton Lane Group® “A trusted advisor throughout your career”

Job DescriptionSupervising Electrical Engineer - Healthcare As a global leader in consulting, engineering, and commissioning services, we specialize in highly technical inpatient and outpatient healthcare facilities with a focus on resilient design, as well as sustainably designed high performance mechanical and electrical systems. We are currently seeking a performance-driven, highly motivated Supervising Electrical Engineer for Healthcare for our New York, NY office. Your experience working in a consulting firm on healthcare projects will ensure your success in this role. You will contribute to the design of major projects across all types of medical programming and all phases of design. You will be part of a large team of over 100 engineers nationally with a wealth of experience, so this is a great opportunity to grow your career. Our dynamic work environment provides the optimal setting to take your career to the next level. From our supportive culture, diverse workforce, and competitive compensation to our flexible work schedules and fun social events, it's everything you'll need for an exciting, challenging, and rewarding career. Job Responsibilities: As the Supervising Electrical Engineer, you will be the Engineer of Record on dedicated projects and be responsible for supervising and leading coordination meetings. You will lead and supervise staff members as they perform their tasks, and participate in budgeting, scheduling, and staff management. Additional responsibilities include: • Establishing design standards, specifications, and criteria for projects, • Supervising the preparation of reports, analyzing and developing system options and building conditions, • Maintaining interdisciplinary coordination with other trades/projects consultants, • Monitoring all correspondence between staff, clients, contractors, owners, etc., • Supervising construction administrative duties such as field reports, responses to RFIs, processing bulletins and addenda, etc., • Project management experience, • Maintaining direct interaction with the architectural team members and the health system staff members.The successful candidate would not only have a strong technical role for project coordination but will also be expected to have the necessary supervisory skills to perform:, • Periodic objective and comprehensive employee evaluations, • Participate in and contribute to the business unit Technical Leadership Committee, • Assist Technical Manager and Chief Engineer in business unit technical training and staff mentoring.Job Qualifications: Successful candidates must have a current PE registration and must have Healthcare design experience. In addition, a history of working with healthcare related infrastructure projects, adaptive reuse projects, new construction and/or renovation type projects would be a good fit for this dynamic role. • Bachelor's Degree in Electrical Engineering from an Accredited Institution, • 7+ years of Project Management experience, • 12+ years' experience working in a consulting firm, this is a Senior level role that requires a background in the MEP Engineering Industry, • 5 years of supervisory experience, • Hands-on design and CAD/REVIT experience as you will have a very strong technical role and will direct staffBenefits: As a member of our highly collaborative team, we provide you with a flexible benefits package that reflects our respect for your workplace contributions, professional goals, and personal priorities. The personal benefits program at Syska Hennessy Group includes: • Robust, comprehensive medical, dental, vision, life insurance and supplemental benefit plans, • 401(k) plan with a generous employer matching program, • Training and professional development courses, • Professional development incentive bonuses, • Dynamic Employee Resource Groups, • Competitive Paid Time Off (PTO) policy, • Transit/parking employer stipend, • ½ day work from home Fridays all year longAt Syska, we promote an environment that is committed to embedding diversity and equality into the core of our business and culture. We empower our employees so they can take ownership for their work and development and strive to continually improve themselves and our firm. Syska is a place where you can build an exceptional career and have a lasting impact on the world. Syska Hennessy Group | Integrating the best minds and technology to help clients create exceptional environments. The salary range listed below is for this particular job posting. Actual pay range for candidates will be commensurate with candidate's experience, skillsets and competencies and may differ based on the cost of labor in their particular location. New York Pay Range $128,276 - $170,414 USD

Job Description Harlem Children’s Zone (HCZ) — a world-renowned education and poverty-fighting organization based in New York — seeks enthusiastic, dedicated, and mission-aligned Financial Inclusion & Family Empowerment Coordinator to join our Wealth Builds team. Wealth Builds is an innovative effort to eliminate the racial wealth gap through nine evidence-based pillars beginning in Harlem and ultimately expanding to up to 10 cities nationwide. Our theory of action is that cradle-to-career services plus capital leads to social and economic mobility. Through Wealth Builds, we are providing financial education and infusions of capital, with the goal of increasing social, financial, and human capital, ultimately generating wealth for our youth. We are seeking a committed and organized Coordinator to support the Financial Inclusion and Family Empowerment pillars. This role will sit on the Wealth Builds team, a high-priority strategic initiative at HCZ focused on creating pathways to social and economic mobility. The coordinator will possess excellent project management, organization, prioritization, and written and verbal communication skills. The successful candidate will be a strong collaborator who thrives in a dynamic, fast-paced, and highly team-oriented environment. This Coordinator will be primarily responsible for assisting the Director of Financial Education and the Assistant Director of Financial Inclusion and Family Empowerment in the execution of the socialization and data strategy of the initiative. For more information, check out Want to Work at Harlem Children's Zone? Here's 7 Things You Need to Know. Requirements • Bachelor’s Degree, • 2+ Years of project management experience, • 1+ Years of experience empowering families and working with them closely to achieve measurable outcomes Who you are • Bachelor’s degree, • Excellent project management skills, • Strong organizational, planning, collaboration, and communication skills, • Demonstrated ability to multitask while maintaining attention to detail and to do so as part of a team in a collaborative, fast-paced environment, • Must be a self-starter and take initiative, highly proactive, and self-disciplined, • Possess an understanding of underserved communities and are willing to work closely with youth and families What you'll do • Support the smooth and efficient execution of program operations under the management of the Director of Financial Education and the Assistant Director of Financial Education., • Collaborates with The Baby College (TBC), the community, and the staff pipeline to incorporate financial education programming, • Manages cross-collaboration with TBC and Community Pride, • Works with the director to ensure monthly community/ staff workshops, • Design workshops for staff and community, • Manages coordination with the financial coaching platform, • Manages/coordinates with the TBC program, general planning, and implication of community/staff and fin lit opportunities with external org engagements, summits/workshops, • Works closely with the Director of Financial Education and Assistant Director of Financial Inclusion and Family Empowerment to ensure the financial literacy curriculum is embedded in the TBC curriculum, • Manages a library of resources Schedule • Monday – Friday, • 9 am – 5 pm (participation will be required for occasional evening events), • Hybrid schedule, 4 days in office, 1 day remote Benefits 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.) The annual salary range for this position is $60,000-$75,000 per year, with a comprehensive benefits package including employer-covered health insurance. To be considered, interested applicants should apply directly through the posting at . No telephone inquiries or recruiters, please. Replies will only be sent to qualified applicants. HCZ is an EOE.

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 NYLAG seeks a highly motivated temporary staff attorney to join its staff from end of April 2026 to end of October 2026 to provide elder law and special needs legal services to older adults and individuals with disabilities. The temporary staff attorney will work on matters related to Medicaid planning and appeals, Medicare, homecare appeals, Social Security, Supplemental Security Income (SSI), and advance directives and Wills, as well as other legal issues related to older adults and people with disabilities. In terms of Medicaid, the attorney will assist clients with navigating the Medicaid landscape, including eligibility and representation on complex fair hearings and external appeals relating to homecare. This attorney will also provide community and professional trainings on these topics. Duties and Responsibilities This attorney’s primary responsibilities include: • Providing direct representation, advice and consultation on elder law matters., • Counseling, drafting and supervising the execution of advance planning documents;, • Representing clients at complex administrative fair hearings and external appeals related to Medicaid homecare;, • Meeting with clients at community-based sites and making home, hospital and nursing home visits for homebound, hospitalized and nursing home clients throughout Brooklyn., • Conducting trainings for community-based organizations, local agencies, and other advocates in the related substantive matters;, • Admission to NYS Bar is required;, • NYS notary license is required;, • Excellent communication, research and writing skills are required;, • Civil legal services, clinical, and/or fellowship experience in elder law and health law is preferred;, • Strong organizational and administrative skills are required;, • Experience working with diverse populations is preferred;, • Demonstrated ability to take initiative and work independently. Employment type: ☒ Full-time ☒ Temporary – from May 4, 2026 to October 30, 2026 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 $88,265 - $101,009 depending on experience. 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. 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 ZVPSc7Nwht

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 ROLE | HR&A is seeking a full-time Proposal and Marketing Manager (AI Enabled) based in our offices in New York, Los Angeles, Dallas, Washington DC, San Francisco Bay Area, Raleigh, or Atlanta. We are looking an AI innovator — a creative and entrepreneurial professional with 7–10 years of experience managing proposal and marketing processes for professional services companies and someone who has been an early adopter of AI technologies in the RFP space to accelerate response times, enhance compliance, and elevate proposal quality. The ideal candidate has experience championing AI tools by building them, embedding them into workflows, and training others. Familiarly with platforms such as Claude is a strong plus. Focus areas include: Proposal Systems Management Designing, owning, and continuously improving a marketing and proposal ecosystem as an AI first systems thinker that helps scale with HR&A’s growth, including: Assessing and improving the current proposal process * Identifying opportunities to improve workflows by collaborating with the existing Knowledge Management and proposal teams. * Developing and executing a clear roadmap for proposal process improvements, including researching, testing, and implementing AI-enabled tools. * Defining and documenting firmwide best practices for proposal development and driving consistent adoption across teams. Proposal Tools and Knowledge Management * Ensuring proposal teams can easily access the information they need to produce high-quality submissions, including: * Maintaining and continuously improving pilot AI tools already in use to to retrieve marketing assets (e.g., resumes, qualifications, commonly-used narratives) and teaching people how to use it. * Managing updates and standard operating procedures to HR&A’s branded template and asset libraries * Collaborating with Proposal, Communications, Graphic Design, and People teams to refine and launch new messaging, resumes, visuals, and templates. Proposal Management * Serving as a hands-on proposal manager for select high-priority pursuits , including: * Building production timelines * Assigning tasks to staff * Working with the Graphic Designer on proposal document design and layout * Gathering information from internal and external stakeholders, including subconsultants * Integrating edits and feedback and managing rounds of review * Copyediting and providing graphic polish before final submission * Navigating online procurement tools for proposal submittals Performance Tracking * Owning the tracking and reporting of key marketing and proposal performance metrics, including win rate, average proposal development time, proposal volume per quarter, and content utilization. * Analyzing performance trends to identify what’s working, where processes can improve, and which content and approaches drive the strongest outcomes. * Curating examples of high-performing proposals and translating insights into actionable recommendations that improve efficiency, quality, and win rates over time. EXPERIENCE REQUIRED | We are seeking a candidate with 7–10 years of experience managing marketing and proposal processes for professional services companies, with a preference for urban development, consulting, real estate, or architecture/engineering/construction industries. This person should have a strong understanding of the proposal lifecycle and a working understanding of how emerging tools like AI can improve efficiencies in proposal development and library/asset management. 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 base salary range for this position is $95,000-$120,000 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. Women, people of color, members of the LGBTQ community, individuals with disabilities, and veterans are strongly encouraged to apply. To apply, click here. Please submit your cover letter and your resume as a single PDF document. Applications without this requested cover letter will not be reviewed. As part of our ongoing work to build a hiring system that mitigates bias and is based on candidate merit and performance, we ask that you submit a version of your resume and resume that has your school information removed. Please list your degree, e.g., B.A. Economics; however, remove all references to undergraduate and graduate schools you have attended. 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 . Powered by JazzHR 0Xo4BP7FiO

Job DescriptionAbout Monstro Monstro is the operating system for governed financial intelligence. We build governance and intelligence infrastructure that enables artificial intelligence to operate safely, explainably, and at institutional scale. 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 highly regulated domain, and we care deeply about doing it right. If you're motivated by meaningful problems, high standards, and shaping infrastructure that improves financial outcomes, you'll feel at home here. About the Role The Chief Product Officer role at Monstro is a rare opportunity to own a transformational, category-creating product - strategy, roadmap, design, execution, and the team that delivers it - across two products that define a new standard for how AI operates inside financial institutions. No company has built what Monstro is building. The MVP will have launched to clients by the time this person joins, with an initial product team and systems in place. This role inherits that foundation and takes it further - enhancing the product based on roadmap priorities, client feedback, and the demands of scaling to deployment across millions of users. The two products are a bank-branded mobile consumer experience and an institutional platform for bankers, advisors, and operators. The Chief Product Officer works closely with large institutional design partners to shape both from MVP into full deployment, defining how they connect and reinforce each other as a unified system. This role requires judgment to set direction in genuinely new territory, the craft to hold a high bar across both products, and the leadership to grow a team that operates at Monstro's pace and standard. Why This Role Matters Monstro's entire identity is the strength and outcomes of its product. Our technology redefines how banking works for everyone - from the average person to the ultra-high-net-worth client. The Chief Product Officer is at the forefront of that. This person takes a launched MVP and builds it into a product that works for every user type - from the retail banking customer receiving a financial recommendation for the first time, to the banker and advisor operating on AI-driven intelligence. The impact is real: transforming how people interact with their finances, at scale. Internally, this role owns the product roadmap and drives cross-functional alignment across all teams to ensure Monstro delivers on its strategy and is successful as a company! What You'll Do Lead & Grow the Product Team • Inherit and lead an existing team of two product managers with initial systems in place - and build on that foundation as the company scales, • Set the standard for planning, prioritization, decision-making, and quality, • Own the next phase: enhancing the product based on roadmap priorities and real client feedback, • Own client delivery - implementation, configuration, and go-live at client sites - in close partnership with engineering, • Work with large institutional design partners to shape the product from MVP into deployment across millions of users, • Own the bank-branded consumer experience and the institutional platform for bankers, advisors, and operators, • Define how these two products connect, share intelligence, and reinforce each other, • Define a modern, AI-first product process for a regulated, high-accountability environment, • Leverage AI tools natively across prototyping, requirements, user journeys, and technical handoff, • Create the language and mental models for a new category of AI-native financial infrastructure, • Define how banks guide customers using AI-native intelligence - personalization, guidance, and actionability at scale, • Own Monstro's product narrative with bank partners, institutional design partners, and the marketWhat Success Looks Like, • The product operating model is defined and running - teams know how decisions are made, how work is prioritized, and how quality is maintained, with high autonomy and a consistent quality bar, • Engineering and design partnerships are tight - product, design, and engineering operate as a unified function with shared standards and fast iteration cycles, • Client feedback from the first bank deployments directly shapes the next iteration of the product - nothing is assumed, everything is validated, • Institutional design partners are actively shaping the roadmap, and the product grows increasingly solidified, frictionless, and scalable with each deployment, • Each new deployment is faster, cleaner, and more informed than the last - compounding momentum as Monstro scales, • Product is a strategic partner to the business as Monstro scales globally - roadmap decisions reflect both client priorities and commercial demands of entering new markets, • Monstro's product becomes the standard others in the industry benchmark againstWhat We're Looking For, • 15+ years in product overall, with meaningful time at the CPO or equivalent level in an early-stage or growth-stage environment, • AI-native mindset with hands-on experience across prototyping, requirements, user stories, and technical handoff, • Deep experience in fintech, wealth, banking, or complex regulated data products, • Proven track record leading two distinct products - consumer and institutional - and managing the complexity between them, • Experience taking a product from initial launch through client feedback cycles into scaled institutional deployment, • Comfortable inheriting a small team and building it into a high-performing product organization, • Strong builder DNA - lean teams, fast iteration cycles, real client constraints, • Bachelor's degree in Computer Science, Engineering, Business, or related field; MBA or advanced degree a plus, • Calm, precise communicator across executive conversations, institutional partner meetings, and day-to-day with engineering and designWhy 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. Base Compensation Range for New York City: $336,000 - $399,000 *The posted range reflects the base salary for this role across the market ranges for each location. Final compensation will depend on a variety of factors, including experience, skills, internal leveling, and market conditions, and will be offered within the stated range in accordance with applicable pay transparency laws. Ready to Build With Us? If you're excited to contribute to a high-bar team building something meaningful, we love to hear from you!

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: The Director of Compliance reports to the Chief Compliance Officer and supports all aspects of the Firm's compliance program. This role works closely across business lines and functions to ensure alignment and effective execution of compliance initiatives. The ideal candidate is proactive, highly organized, and able to manage multiple solutions and maintain strong stakeholder relationships. Things You Get To Do: • Apply practical knowledge of FINRA rules and regulations to ensure compliance oversight across the firm., • Partner with business units to understand workflows, monitor controls, and implement compliance process improvements., • Draft, update, and maintain compliance policies and supervisory procedures., • Review advertising, marketing, and electronic communications for regulatory compliance., • Support regulatory examinations, inquiries, and requests, including gathering data, preparing documentation, and coordinating responses., • Assist in the preparation and submission of required regulatory filings and reports., • Assist with branch inspections and supervisory reviews, track findings, and follow up with business leads., • Assist in the preparation and submission of required regulatory filings and reports., • Experience with new product launches and ongoing product governance. Who You Are (Must-Haves): • At least 10 years of experience managing compliance matters within FINRA, SEC, and OCC jurisdictions, preferably in a broker-dealer and clearing firm environment., • Deep knowledge of U.S. securities regulations, including FINRA/SEC rules, and registration/licensing obligations., • Strong written communication skills for drafting regulatory documentation and policies., • Proven ability to work independently and produce actionable compliance work, not just advisory guidance., • Ability to operate effectively in a fast-paced, global environment with evolving regulatory requirements., • Proficiency in using compliance software and tools., • High ethical standards and a commitment to maintaining confidentiality., • Bachelor's degree in Finance, Business, Law, or a related field., • Required FINRA licenses: Series 7, 24; additional licenses and designations are a plus.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 Come be a part of our mission and make a meaningful and positive impact with the industry leading provider of language services for the Deaf and hard-of-hearing! Full time Benefits • Paid Vacation Time and Paid Sick Time and Paid Holidays, • 401k 6% match with immediate vesting, • Nationwide Medical Insurance plans and coverage (Medical, Dental/Orthodontia, Vision), • TeleDoc, • HSA company match, • 3 Medical plan options including a Low Deductible PPO Medical Plan Offering, • Employee Assistance Program, • Engaged Employee Resource Groups Job Summary The Business Growth Field Trainer is a hands-on position that promotes the CaptionCall phone and service by visiting existing and recruiting new healthcare professionals to provide this service to their patients. The BGFT manages Provider and Educator accounts and also seeks new opportunities to share CaptionCall services directly with eligible customers through events and presentations including but not limited to senior living, the VA and other appliable channels. They will also install and troubleshoot CaptionCall phones as needed, training our customers on how to enrich their lives using the CaptionCall phone. Essential Duties and Responsibilities • Create install generation activities in identified channels (HHP, Senior Living, VA canteen and Other), • Attend and participate in trade shows, events and other corporate events as assigned, • Guide other CaptionCall activities and make recommendations for expanding the breadth and reach of the business, • Promote the CaptionCall service, • Complete service calls as assigned, • Install and troubleshoot CaptionCall phones, • Courteously train customers on how to use the phone and its features, • Accurately maintain customer records in CRM (dynamics), • Complete required reports and submit feedback on customer and provider interactions, • Maintain adequate inventory of equipment and marketing supplies in order to service customers and providers, • Other duties as assigned Supervisory Responsibility This position has no direct supervisory responsibilities but does serve as a coach and mentor for other positions in the department. Travel Requirements Travel Requirements: 50-75% Education Minimum of a High School Diploma or GED Experience 1 Year Experience as a CaptionCall Trainer Preferred: Certified as a CaptionCall Trainer II, III or Master Trainer Knowledge, Skills, and Abilities • Ability to comfortably and clearly present to large and small groups, • Ability to tailor to unique needs of individual customers and healthcare professionals, • Must be able to adapt to various sales situations and environments, • Excellent customer service skills, • Basic computer knowledge and experience, • Commitment to adhere to strict compliance standards, • Ability to meet or exceed expectations and maintain established goals set forth by department management, • Ability to effectively communicate in English through reading, writing, speaking and listening, • Must be reliable, organized and punctual, • Must be able to work independently Working Conditions and Physical Requirements • Daily driving is required. Must have a reliable, licensed and insured vehicle available at all times, • Possess and maintain a valid driver’s license and maintain a good driving record, • Must have a PC (not a mac) and a high speed internet connection to perform essential job duties, • Must be able to walk, bend, crawl, kneel, lift and move furniture as needed, • Dexterity of hands and fingers to operate a computer keyboard, mouse, tools, and to handle other computer components, • Regular and predictable attendance required Company Summary Our Mission…Harnessing the power of language, we connect diverse people and enrich the human experience. Our Vision…To provide global language services that expand opportunities, nurture belonging, and empower the world to connect beyond words. As one of the world’s leading language services providers, Sorenson combines patented technology with human-centric solutions. We strive to increase accessibility and inclusion through communication solutions for all: call captioning and video relay services, over-video and in-person sign language and spoken language interpreting, translation, real-time captioning, and post-production language services. Sorenson’s impact vision and plan extends to enhancing generational wealth and inclusive workplaces for our employees and the communities we serve. We achieve great things together working “The Sorenson Way” with our employee values: Customer First, Can-Do Attitude, Collective Action, Growth Mindset, Ownership, and Connect Direct. Equal Employment Opportunity: Sorenson Communications is an Equal Opportunity, Affirmative Action Employer.

Job DescriptionAbout Monstro Monstro is an AI-native fintech platform reimagining how people and institutions manage money. We're building a modern foundation for financial decision-making—combining intelligence, automation, and elegant design to help users make smarter choices with confidence. Our team includes experienced builders from leading fintech, wealth management, and technology companies, united by a shared goal: to create a category-defining product that transforms how financial insight is delivered and acted on. About Monstro Monstro is building the AI operating system for governed financial intelligence and is transitioning from stealth to active market presence. We are seeking a Content Manager to own the voice of the brand across every written channel—from technical thought leadership and flagship research to press, podcasts, and pipeline-driving messaging. This is a high-output, high-stakes role. The audience is the C-suite of global financial institutions. The standard is technical authority paired with peer-level intimacy. You are not producing content for content's sake—every piece you write is designed to make Monstro unavoidable to the banks we are targeting and to convert that awareness into meetings. What You'll Own • SME content across LinkedIn and the blog, ghostwriting for executives and subject matter experts across AI, banking, governance, and technology pillars, • The flagship research reports, from structure and narrative through to final copy, • Email messaging and outreach copy that feeds directly into the pipeline engine, converting content interest into booked meetings, • Deck and website copy across persona-specific and campaign-driven mediums PR and press materials including pitches, press releases, and briefing documents for outlets including WSJ, FT, Bloomberg, and The Banker Podcast and media preparation, including talking points, briefing notes, and guest outreach copy, • Editorial calendar ownership, ensuring consistent, sequenced output across all channelsWhat We're Looking For, • 4 - 7 years of content, communications, or editorial experience, ideally in B2B, fintech, or financial services, • A writer who can operate at two registers simultaneously: technically credible to a CTO and commercially compelling to a CFO, • Experience ghostwriting for executives or senior subject matter experts, • Proven ability to produce high volumes of quality output without sacrificing depth or precision, • Familiarity with how content functions within a demand generation or pipeline context, not just as a brand exercise, • Experience writing for or about regulated industries, AI, or institutional finance Background in PR or media relations, • Familiarity with AEO and SEO in an authority-first content context 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. *The posted range reflects the base salary for this role across the market ranges for each location. Final compensation will depend on a variety of factors, including experience, skills, internal leveling, and market conditions, and will be offered within the stated range in accordance with applicable pay transparency laws. Ready to Build With Us? If you're excited to contribute to a high-bar team building something meaningful, we love to hear from you!

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: Our finance team at Alpaca is seeking an FP&A Manager to lead financial planning, analysis, and reporting for our fast-growing and innovative API-driven trading brokerage. In this role, you'll manage budgeting, forecasting, and performance insights to drive strategic decisions, collaborating with cross-functional teams in a fast-paced fintech environment. Reporting to the Finance Director, you'll support a range of key processes including financial forecasting and budgeting, monthly/quarterly closes, data analysis and growth modeling, and investor communications. Things You Get To Do: • Forecasting and Budgeting: Maintain complex forecasting models and oversee the quarterly/annual budgeting process, incorporating key metrics from API integrations, trading activities, and various other economic indicators., • Financial Modelling: Build and update financial models to support scenario planning, initiative assessments, cash flow forecasting, and investment evaluations to support a range of forecasting and strategic planning for the company., • Financial Closing: Assist with and ultimately lead the monthly/quarterly financial closing processes, ensuring accuracy and timeliness and delivering key insights to management., • Reporting: Prepare monthly/quarterly reports for internal management updates, team presentations, and external stakeholders including investor communications, quarterly board meetings, marketing or fundraising materials, etc., • Variance Analysis: Perform variance analysis on financials and key business metrics, using internal models and data dashboards to track and analyze performance., • Cross-Functional Collaboration: Collaborate with cross-functional teams on budgeting, resource allocation, and hiring processes., • Ad-Hoc Projects: Handle ad-hoc requests, projects, and special analyses, such as product profitability assessments or risk evaluations. Who You Are (Must-Haves): • Bachelor's degree in Finance, Accounting, Economics, or a related field., • 5–8 years of experience in Finance, FP&A, or Strategic Finance, ideally in fintech, brokerage, payments, or SaaS., • Strong understanding of financial modeling, forecasting, and key SaaS/fintech metrics (ARR, CAC/LTV, gross margin, net revenue retention)., • Prior experience in a growth-stage, venture-backed company or financial services environment preferred., • Proven track record of partnering with cross-functional teams and supporting departmental budget management. Who You Might Be (Nice-to-Haves): • CFA, MBA, or advanced finance certification., • Experience in the fintech sector, particularly with analyzing revenues generated by trading platforms, recurring subscriptions, and brokerage services., • Team leadership or cross-functional project management in tech environments., • Knowledge of statistical/machine learning tools for advanced forecasting., • Previous experience at both large companies and start-ups., • Passion for investing, trading innovations, and financial markets or the desire to learn.How We Take Care of You:, • Competitive Salary & Stock Options, • Health Benefits, • New Hire Home-Office Setup: One-time USD $500 Recruitment Privacy Policy

Job DescriptionWe are looking for a Business Analyst with strong experience in Wealth Management to bridge the gap between business stakeholders and technology teams. The ideal candidate will have a solid understanding of financial products, client reporting, and investment processes, along with strong analytical and communication skills.Key Responsibilities • Gather, analyze, and document business requirements from stakeholders including Portfolio Managers, Financial Advisors, and Operations teams, • Translate business needs into functional and technical requirements (BRD, FRD, user stories), • Work on wealth management platforms, client onboarding, and reporting systems, • Support portfolio management, performance reporting, and client analytics initiatives, • Collaborate with technology teams to ensure accurate implementation of requirements, • Perform gap analysis, impact analysis, and process mapping, • Participate in UAT (User Acceptance Testing) and ensure requirements are met, • Support regulatory and compliance initiatives (SEC, FINRA, KYC/AML), • Drive improvements in business processes and data qualityRequired Skills & Qualifications, • 8–12+ years of experience as a Business Analyst, • Strong domain knowledge in:, • Wealth Management, • Private Banking / Asset Management, • Understanding of:, • Portfolio Management, • Asset Allocation, • Equities, Fixed Income, Mutual Funds, • Experience with requirement gathering and documentation (BRD, FRD, user stories), • Strong SQL skills (for data analysis), • Experience with tools like JIRA, Confluence, Excel

Job Description Who We Are: Click Therapeutics, Inc., develops, validates, and commercializes software as prescription medical treatments for people with unmet medical needs. As a leading innovator of Digital Therapeutics™, Click delivers accessible, clinically proven, FDA-regulated prescription treatments to the smartphone in your hand. Click's treatments are defined by a commitment to applying technical and scientific rigor and patient-centric design to the development process. This results in uniquely engaging experiences that achieve compelling clinical outcomes for patients seeking new treatment options. Click Therapeutics continuously expands and refines its platform with novel cognitive, behavioral and neuromodulatory mechanisms of action and advanced data-driven tools such as artificial intelligence and machine learning. The digital therapeutics under development on Click's platform address diverse areas of therapeutic need, including indications in psychiatry, neurology, oncology, immunology, and cardiometabolic diseases. Consistently named a best place to work, Click fosters an inclusive, diverse workforce of innovators, clinicians, scientists, researchers, designers, technologists, engineers and more, united in a common mission to provide patients everywhere access to safe and effective prescription digital therapeutics. For more information, visit and connect with us on LinkedIn. About the Role: As a Senior Director / Vice President of Access, Policy, and Commercial Operations, you will be the backbone of the commercial organization. You will design the financial architecture of the product, shape the external policy and regulatory environments to support PDTs, and ensure long term viability of the PDT category. The role reports to the Chief Commercial Officer and will work closely with senior counterparts in the Medical Office and Strategy Office. We are looking for someone with a strong background in Policy and Market Access Operations to also develop the Click playbook for Prescription Digital Therapeutic (PDT) launches across multiple therapeutic areas. If you have an entrepreneurial spirit, are success-oriented and have a strong record of launching regulated products and building teams, you may be the right candidate. This is an agile position within a rapidly growing pre-IPO company in a nascent and fast-growing space. The role will be based in our NYC office, includes great benefits, and is an excellent wealth-building/equity opportunity for the right individual. This position can be based out of Click's headquarters located in Tribeca, NYC, at the center of one of the fastest-growing digital health communities or at our industrious office in Boston, MA. We have a hybrid working model that consists of at least 4 days in office each week. Responsibilities: • Pricing & Contracting Strategy, • Architect and execute comprehensive US pricing strategies, including WAC-to-Net modeling and multi-year GTN (Gross-to-Net) forecasting to ensure sustainable brand profitability, • Design and negotiate innovative contracting frameworks to secure optimal formulary positioning., • Lead the Deal Evaluation process, utilizing rigorous financial sensitivity analysis to balance market share gains against rebate ceilings and price-protection liabilities.Reimbursement & Operations, • Engineer end-to-end payment flows that bridge the gap between contract execution and claims adjudication, ensuring seamless provider and pharmacy reimbursement., • Oversee operational pathways for claims processing, proactively identifying and resolving "bottlenecks" in the medical or pharmacy benefit triggers to minimize script abandonment.Patient Support & Distribution, • Design and scale the "Hub" infrastructure and Digital Pharmacy partnerships to optimize patient onboarding and speed-to-therapy., • Implement a high-touch patient contact model (Care Guides/Coaches) leveraging RWE (Real-World Evidence) to drive therapy persistence and long-term outcomesCommercial Effectiveness & Data Strategy, • Own the commercial data ecosystem, integrating real-time app data with traditional claims data, • Establish key performance indicators (KPIs) to monitor pull-through effectiveness, ensuring field teams are prioritizing the highest-yield payer segments., • Drive call planning, reach and frequency for sales team to execute in the field Government Affairs & Advocacy, • Lead lobbying efforts and advocacy coalitions to advance statutory coverage (e.g., Access to Prescription Digital Therapeutics Act) and shape the federal PDT landscape, • Develop and execute localized market access plans to open coverage pathways for specialized populations (e.g., Schizophrenia), navigating state-specific PDL (Preferred Drug List) processesCoding, Billing & Reimbursement Policy, • Coding & Compendia Management: Lead the strategy for HCPCS, CPT, and ICD-10 coding alignment; oversee successful listing in key drug compendia (First Databank, Medi-Span) to ensure automated billing, • Payer Dossier Development: Develop AMCP dossiers and Budget Impact Models (BIM) that substantiate the clinical and economic value proposition to P&T committees, • Bachelor's degree required; MBA, PharmD, or MPH preferred to navigate the complex intersection of business and clinical strategy, • 15+ years of progressive leadership within the pharmaceutical sectors, with a proven track record across Market Access and Commercial Operations, • Demonstrated success leading multiple brand launches, overseeing the journey from pre-approval market shaping to post-launch pull-through, • Strategic capabilities with the ability to conceive, develop and implement multi-dimensional roadmaps and business plans, • Deep understanding of the US payer landscape, with a preferred focus on Medicaid, state government accounts, and public affairs policy to navigate evolving legislative environments, • Sophisticated understanding of cross-functional ecosystems, including Sales, Marketing Analytics, Account Management, and Pricing and Contracting, • Knowledge of or experience with Digital Therapeutics and/or Prescription Digital Therapeutics is considered a plus The base salary range for this position is between $180,000 - $280,000. The final base salary will be dependent upon skills, experience and location. In addition to the base salary, Click Therapeutics offers an annual performance-based cash bonus and a generous equity package. Benefits: The role includes great benefits and is an excellent wealth-building opportunity at a fast-growing pre-IPO company in a nascent and extremely exciting space. Competitive Salary with Annual Review | Cash Bonus | Stock Options | 5% 401(k) matching | Medical | Dental | Vision | Life Insurance | Voluntary Benefits | Unlimited PTO | Uber One | Nectar Rewards | One Medical | Fertility Support | Fitness Reimbursement | Bike Membership | Professional Development Stipend | DoorDash and Catered Lunches | Parent Benefits | LinkedIn Learning | Gemini Enterprise Stack | Industrious Workspaces | Commuter Subsidies | Flexible Work Arrangement | Choice of Mac or Windows | Sponsored Company Events | Office Snacks and Beverages | Much More… Equal Employment Opportunity: Click Therapeutics is committed to equal opportunity in the terms and conditions of employment for all employees and job applicants without regard to race, color, religion, sex, sexual orientation, age, gender identity or gender expression, national origin, disability or veteran status. Click Therapeutics also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as employment eligibility verification requirements of the Immigration and Nationality Act. All applicants must have authorization to work for Click Therapeutics in the U.S. In certain circumstances it may be advantageous to Click Therapeutics to support the application(s) for temporary visa classification and/or sponsor applications for permanent residence so that a foreign national colleague can accept or remain in a work assignment in the U. S. For certain classes of temporary visas, the resulting work authorization may be specific to Click Therapeutics and the specific job and/or work site. Click Therapeutics may at its business discretion decide to or refrain from obtaining, maintaining and/or extending the temporary visa status and/or sponsoring a colleague for permanent residency and /or employment eligibility, considering factors such as availability of qualified U.S. workers and the colleague's long-term prospects for securing lawful permanent residence, among other reasons. Employment applicants requiring immigration sponsorship must disclose, when initial application for employment is made, whether or not they are legally authorized to work for Click Therapeutics in the U.S. and, if so, whether that authorization permits them to work in the job they seek. In no case should Click Therapeutics support of a colleague's temporary visa application or sponsorship of a colleague for permanent residence be construed to guarantee success of that application or amend or otherwise invalidate the "at-will" employment relationship between the colleague and Click Therapeutics. Recruitment Phishing Scams: Fake job advertisements and offers are increasingly appearing on the internet. If you have encountered a job posting or have been approached with a job offer that you suspect may be fraudulent, we strongly recommend you do not respond and report it to the Federal Trade Commission and the FBI at . Please be mindful of the following: • Click Therapeutics will only reach out to you through an "@clicktherapeutics.com" email address.Other than your email address or telephone number, which you may provide via a job application portal, Click Therapeutics will never ask you to provide personally identifiable information about yourself (such as a Social Security Number or Driver's License Number) via a messaging application (like that used on the LinkedIn platform or Microsoft Teams)., • Click Therapeutics will conduct interviews face-to-face over Zoom., • All job postings will be listed on the Click Therapeutics official career page.

Job DescriptionSenior Mechanical Engineer - Critical Facilities Watch your work come to life in landmark projects around the world when you partner with Syska Hennessy Group! As a global leader in consulting, engineering, and commissioning services, we specialize in MEP, information and communication technology, architectural lighting, vertical transportation, and commissioning. We are seeking a Senior Mechanical Engineer to join our team in New York - specializing in Critical Facilities. Your experience working in a consulting firm on CF/Data Center projects will ensure your success in this role. You will contribute to the design of major projects from both engineering design across all phases from around the world. You will be part of a large team of over 100 engineers nationally with a wealth of experience, so this is a great opportunity to grow your career. Our dynamic work environment provides the optimal setting to take your career to the next level. From our supportive culture, diverse workforce, and competitive compensation to our flexible work schedules and fun social events, it's everything you'll need for an exciting, challenging, and rewarding career. Job Responsibilities As a Senior Mechanical Engineer, you will be responsible for representing the Firm in all interactions with clients, contractors, architects, and other project team members. You will be responsible for creating basic designs under the direction of the more senior engineer and/or senior designer, develop specifications, system narratives and system layouts for a variety of projects and project sizes. Additional responsibilities include: • Establishing design standards, specifications, and criteria for projects, • Supervising preparation of reports and analysis of system options and building conditions, • Maintaining interdisciplinary coordination with other trades/projects consultants, • Monitoring all correspondence between staff, clients, contractors, owners, etc., • Supervising construction administrative duties such as field reports, responses to RFIs, processing bulletins and addenda, etc., • Periodic objective and comprehensive employee evaluations, • Participate in and contribute to business unit Technical Leadership Committee, • Assist Technical Manager and Chief Engineer in business unit technical training and staff mentoring. Job Requirements, • Bachelor's degree in Mechanical engineering from an Accredited Institution, • 8+ years' experience working in a consulting firm, this is a Senior level role that requires a background in the MEP Engineering Industry, • Project management skills a plus, includes managing an internal design team., • Hands-on design and CAD/REVIT experience required, as you will have a very strong technical role., • PE required. Benefits As an employee with Syska Hennessy Group, you will be part of a global firm with an amazing history! We are committed to being the best, to advancing engineering design practice, and to supporting our clients with integrity. To make all of that happen, we rely on the talent, drive, enthusiasm, and the total job satisfaction of the great people who work here. As a member of our highly collaborative team, we provide you with a flexible benefits package that reflects our respect for your workplace contributions, professional goals, and personal priorities. The personal benefits program at Syska Hennessy Group includes: • Robust, comprehensive medical, dental, vision, life insurance and supplemental benefit plans, • 401(k) plan with a generous employer matching program, • Training and professional development courses, • Professional development incentive bonuses, • Dynamic Employee Resource Groups, • Competitive Paid Time Off (PTO) policy, • Transit/parking employer stipend, • ½ day work from home Fridays all year longAt Syska, we promote an environment that is committed to embedding diversity and equality into the core of our business and culture. We empower our employees so they can take ownership for their work and development and strive to continually improve themselves and our firm. Syska is a place where you can build an exceptional career and have a lasting impact on the world. Syska's work schedule is 4 days - Monday to Thursday 9 hours in the office and Fridays 4 hours work from home. Syska Hennessy Group | Integrating the best minds and technology to help clients create exceptional environments. The salary range listed below is for this particular job posting. Actual pay range for candidates will be commensurate with candidate's experience, skillsets and competencies and may differ based on the cost of labor in their particular location. New York Pay Range $106,568 - $149,852 USD

Job Description COMPANY: Canoe Intelligence WEBSITE: TITLE: Director of Corporate Marketing LOCATION: New York City (hybrid) or Fully Remote in the United States SALARY: $145,000 - $175,000 base salary + bonus (based on NYC, will be adjusted for geo) The Role: As the Director of Corporate Marketing at Canoe Intelligence, you are the architect of our global brand identity and the lead strategist for our voice in the market. Reporting directly to the VP of Marketing, you will elevate Canoe’s presence by overseeing our content ecosystem, global media relations, and brand integrity. This is a high-impact leadership role for a strategist who excels at execution. You will define our global narrative and ensure that every LinkedIn post, press release, and website update meets our standard of excellence. Serving as the primary steward for the Canoe brand, you will ensure a unified experience for our clients and prospects across all marketing and sales touchpoints. What You’ll Do: * Global Narrative & Content Strategy: Develop and oversee the overarching roadmap that positions Canoe as a thought leader in the alternative investment space. * Revenue Team Alignment: Partner closely with Sales, Relationship Management (RM), and Business Development to extract market insights and "front-line" feedback to ensure our content strategy addresses real-world client pain points. * Ecosystem Storytelling: Architect a strategy for capturing and promoting high-impact client and partner stories. Collaborate with the Relationship Management and Partnerships teams to transform successful implementations and joint ventures into compelling case studies, webinars, and co-branded content. * Media & PR Management: Guide our media strategy by managing two PR agencies (US and London). You will be the primary point of contact for external communications and global press opportunities. * Brand Stewardship: Act as the final authority for brand applications across the website, sales collateral, and digital channels to ensure visual and verbal consistency. * Social Media & Advocacy: Manage Canoe’s corporate social presence and lead our internal advocacy program to empower employees as brand ambassadors. * External Profile Management: Optimize third-party vendor profiles (e.g., G2, industry directories) to ensure our market-facing data is accurate and compelling. * Cross-Functional Partnership: Collaborate with the Directors of GTM, Product Marketing, and EMEA Marketing to provide the high-quality content and creative direction required to drive global pipeline. * AI-Enabled Execution: Consistently leverage AI tools to scale content production, sentiment analysis, and brand monitoring to increase operational efficiency. * Vendor Leadership: Manage a specialized roster of external talent, including PR agencies, graphic design consultants, and freelance content writers. What We’re Looking For: * Industry Expertise: A minimum of 8+ years of marketing experience within Alternative Investments, FinTech, or Financial Services is required. You must understand the complexity of the private markets and the nuances of our audience. * Strategic Execution: A proven track record of moving from high-level brand strategy to tactical delivery without the need for a large internal team. * Sales & RM Fluency: Experience collaborating with revenue-facing teams to translate technical product value into compelling, high-impact stories, with a proven ability to interview clients and partners to extract and articulate value-driven narratives. * Media Savvy: Experience managing external agencies and a strong understanding of how to build relationships with financial and tech trade publications. * Brand Authority: A keen eye for design and a mastery of copywriting and editing. You should have a high bar for what constitutes "excellent" work. * AI Literacy: Practical experience using AI to work smarter—whether for research, content drafting, or workflow automation. * Collaborative Leadership: The ability to influence and partner with peer Directors to ensure global brand alignment. 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 Description Tacombi is looking for a Director of Digital & E-commerce to join our team! Tacombi is seeking a Director of Digital & E-commerce to develop and lead our digital strategy. The right candidate is an experienced digital leader and true omni-channel thinker, who is comfortable balancing tactical execution and strategic leadership. This candidate has experience with foodservice delivery platforms, including owned and third party, and a track record of optimization. This leader will be capable of launching our CPG DTC business, and is an expert in digital marketing (including SEM), paid social, report development, agency management and team building. This leader will have the ability to recruit and manage top talent in the digital space. Your responsibilities will include: * Build 2022 and 3-year strategic plans, inclusive of off-premises, DTC and retailers. * Plan through capital needs of individual plan components, inclusive of a new Tacombi App, a Customer Relationship Management (CRM) plan, a DTC site, etc. * Identify growth opportunities, do budgetary and campaign planning, manage subsequent execution. * Help Tacombi.com reach its business objectives by leveraging SEM, SEO, affiliate, re-marketing, direct mail, paid social and other innovative mediums. * Grow Tacombi.com * Acquire new customers for Tacombi.com and convert users of 3P Apps to owned channels, increasing the percent of owned v. 3P * Improve the experience for customers using Tacombi.com and our app. Develop quantitative ways of measuring consumer satisfaction before and after changes. * Gather and leverage data fromtakumi.com and our app to drive business decisions. * Leverage data to gain leadership buy-in. * Develop a plan for to complete a better on the customer relationship and enhance the customer experience through digital transactions * Developing at the table system that enhances the customer experience, leveraging QR * codes or other * Work with cross functional partners in Taqueria operations and marketing to test other * points of digital connection with customers * Develop, build and manage Tacombi’s e-commerce and digital infrastructure and strategy to drive a seamless consumer experience. * Launch Vista Hermosa DTC site with retail products and unique to DTC innovation * Launch and manage Amazon business for Vista Hermosa * Launch DTC offering for Tacombi.com, potentially leveraging our Taquerias for fulfillment * Lead strategy and execution of all brand paid advertising on search and social platforms, including Facebook, Instagram, YouTube, and search engines. * Full P&L responsibility, including budget, hitting sales targets and maintaining bottom line targets. * Lead email marketing and customer lifecycle programs, including subscription acquisition, retention/reactivation programs and loyalty building communications across all digital channels. * Support creative production and planning with our internal brand and design teams by providing a constant feedback loop on performance and collaborating on new ideas to iterate and text messaging * Ensure proper collaboration between IT, Marketing, Creative and other cross-functional teams to deliver on eCommerce and Digital sales and performance objectives You should have: * An In-depth understanding of e-Commerce business models and how to drive e-commerce sales through innovative, effective and cost-efficient marketing/merchandising programs and strategies * Experience selecting and managing vendor partnerships * A consumer-centric mindset—you’ll learn the Tacombi consumer and make decisions through that lens * Proven ability to develop strategic plans independently while enlisting support cross-functionally * A partnership mentality—to work closely with marketing, design, sale sales and finance * Entrepreneurial and creative solution oriented mindset, with the ability to flex and help marketing and sales partners * You are: * Driven to make your work and the output of your team better each day * A self-starter with an entrepreneurial spirit, who is hungry for wins * An entrepreneur who takes ownership for results and how those results are achieved * A high achiever who is constantly striving to step up your game and learn new skills * One who takes initiative and demonstrates resourcefulness as a self-starter * Adaptable and ready for anything that comes your way; possessing strong critical thinking skills * Comfortable in a fast-paced environment where change is a constant * Driven, analytical and detail oriented * Passionate about collaborating cross-functionally to drive business change, even when it’s difficult * Flexible with ability to shift as priorities do * An “always on” sense of urgency; must be able and willing to work flexible hours and tackle needs as they arise * Genuine in your desire to help build bridges to Mexico, committing to authentically sharing the tradition and history of Mexico through great cuisine and hospitality. Why Tacombi: * We strive to build a culture driven by our values. * Adventure: You welcome the unknown and thrive in a growing environment * Fellowship: You love working with a team in service of one another and the community * Resourcefulness: You think creatively and get more done with less! * We care about our team members' health, wealth, and overall well-being. * Medical, dental and vision benefits for all full time employees * HSA/FSA available for pre-tax healthcare expenses * Retirement savings via a 401K * Pre-tax commuter benefits * We know that your quality of life matters. * Sick days * 10 company holidays * Vacation * While we ask all employees to join us in the HQ office (The Oficina), we allow for flexibility to match your working style and needs. * We want you to grow with us. * If you can help us find Tacombi talent, we’ll show our appreciation and reward you with a referral bonus. * Build your future along with ours. We invest in training and development to support team growth. * We love tacos. * Sharing authentic Mexican taco culture means knowing it. Eat tacos every day, on us!

Job Description Role Context InvestCloud is a private-equity backed platform business supporting over $6 trillion of assets globally, with deep, long-standing relationships across the asset and wealth management ecosystem. The firm works with many of the world's largest wealth managers and asset managers, operating at true institutional scale. Private markets are rapidly becoming a core part of wealth portfolios - but the industry infrastructure has not kept pace. Most wealth managers still rely on manual processes, fragmented data, bespoke integrations, and operational workarounds to deliver private market exposure. This fundamentally limits scale, degrades client experience, and slows advisor adoption. InvestCloud's Private Markets Network (PMN) is designed to change that. PMN is a network-level execution and processing platform that enables private market investments to be delivered at managed-account scale, with the same operational discipline, control framework, and integration model that wealth managers expect in public markets. PMN underpins InvestCloud's private markets account capabilities and sits at the intersection of: • wealth managers, • private market asset managers, • custodians and fund administrators Purpose of the Role The Strategy and Execution Manager will play a critical role in shaping how PMN is built, positioned, and adopted by the market. *InvestCloud is hiring 2 FTEs, at the Lead and Manager levels. This is not a passive enablement role. The role actively: • shapes PMN’s product and network strategy, • works directly with the market to unlock private markets at scale What You’ll Actually Be Doing This role is broad by design. On any given week, you might be: • Working with a major wealth manager to understand what really blocks them from scaling private markets in managed accounts., • Engaging with private market asset managers to understand product, operational, and distribution constraints., • Helping define how PMN’s rules, workflows, or data models need to evolve to remove those blockers., • Shaping adoption playbooks that determine how the market experiences PMN., • Turning messy client conversations into clear product and network strategy input. Market Strategy & Unlock • Work directly with PMN leadership to shape PMN's market strategy and adoption approach across both wealth and asset managers., • Engage with wealth managers to understand adoption constraints across operating model, governance, data, technology, and servicing., • Engage with private market asset managers to understand product, operational, and distribution constraints that limit their ability to scale through wealth channels., • Help define what it means for both wealth managers and asset managers to be "PMN-ready" — and how to get them there., • Act as a bridge between the wealth market and PMN product teams., • Influence PMN product direction by grounding decisions in real-world adoption challenges., • Help shape PMN rules, workflows, and operating model assumptions., • Support PMN go-to-market positioning and narratives with real market insight., • Help align PMN sales motions to reduce friction and misalignment., • Prepare materials and analysis for senior internal and external stakeholders., • Support the creation of wealth and asset manager readiness frameworks, onboarding playbooks, and adoption guides., • Work closely with the team to align PMN onboarding expectations., • PMN Leadership, • InvestCloud Leadership, • Product & Delivery Teams, • PMN Product & Engineering, • Wealth manager investment, platform, operations, and program teams, • Private market asset managers, • 4- 5 years experience in management consulting, internal strategy or change roles, or in product-and market-facing roles within wealth management, asset management fintech, or financial market infrastructure., • Demonstrated ability to structure complex, ambiguous problems and turn them into clear insights, recommendations, and actions., • Strong strategic and analytical thinking, with the ability to move fluently between big-picture framing and detailed execution., • Comfortable operating in fast-moving, uncertain environments, with limited precedent or playbooks., • Able to engage credibly and confidently with senior stakeholders, both internally and externally., • Exposure to private markets, alternatives, or complex investment products (e.g. private equity, private credit, real assets, semi-liquid funds)., • Experience working on or alongside investment platforms, managed accounts, or market infrastructure., • Prior experience acting as a bridge between product, technology, and business teams., • Familiarity with operating model design, onboarding, or adoption frameworks in financial services., • Curious, commercially minded, and outcome-driven., • Low ego, high ownership., • Energised by building new platforms rather than optimising mature ones. This role offers: • a front-row seat in reshaping how private markets scale into wealth, • the opportunity to influence product strategy through real market engagement, • access to leading private market asset managers and wealth firms, • direct exposure to a private-equity backed platform business, • You won’t be handed a playbook., • You’ll help define the category. About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity

Job Description Tax Supervisor- PCG RESPONSIBILITIES: • Work directly with clients to assess their financial situations, goals, and objectives., • Prepare and review individual, partnership, trust, foundation, and estate and gift tax returns, ensuring accuracy and compliance with tax laws., • Develop and implement personalized tax planning strategies that minimize tax liabilities while complying with relevant laws and regulations., • Build and maintain strong client relationships, becoming a trusted advisor in tax matters., • Stay up to date with changes in tax laws, regulations, and industry trends that could impact clients' financial situations. QUALIFICATIONS: • Bachelor’s degree in accounting, finance, or related field. A Master’s degree or CPA certification preferred., • 4 + years of experience in tax planning and compliance, preferably within a private client or wealth management environment., • Strong understanding of individual, partnership, trust, estate, and gift taxation., • Familiarity with tax software and technology for efficient compliance and research. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description About Futu US Inc. Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About the Team & Role: The Vice President, Trading Surveillance will be responsible for monitoring, investigating, and escalating potential market abuse and regulatory violations across multiple asset classes. This role supports the firm’s compliance with FINRA, SEC, and other applicable regulatory requirements and works closely with Compliance, Legal, and Operations. The ideal candidate will have deep experience with equities, options, and crypto surveillance, strong investigative skills, and hands-on expertise with NASDAQ SMARTS. 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 • Conduct daily trade surveillance reviews using NASDAQ SMARTS and related systems across:, • Equities, • Options, • Digital assets / crypto, • (Futures and event contracts experience is a plus), • Analyze and disposition surveillance alerts for potential market manipulation, including but not limited to:, • Spoofing and layering, • Wash trades, • Marking the close, • Front-running, • Cross-product and cross-market activity, • Perform in-depth investigations of trading activity, including pattern analysis, account relationships, and order lifecycle reviews., • Prepare, document, and escalate potential regulatory issues in accordance with firm policies and FINRA requirements., • Respond to regulatory inquiries, including:, • FINRA investigations, • Blue Sheet (EBS) requests, • Other regulatory data requests and exams, • Draft investigative summaries, exception reports, and regulatory responses with clear, defensible conclusions., • Coordinate with internal stakeholders (Compliance, Legal, Trading, Operations, Technology) to obtain data, explain findings, and remediate issues., • Assist in enhancing surveillance rules, thresholds, and procedures to address new products, market structures, and regulatory expectations., • Stay current on FINRA, SEC, and market-wide regulatory developments impacting trade surveillance and market abuse. What you offer Required Qualifications • 7+ years of hands-on trade surveillance experience at a FINRA member firm, clearing firm, exchange, or regulator., • Extensive experience surveilling equities and options; crypto surveillance experience required., • Strong working knowledge of NASDAQ SMARTS., • Direct experience handling FINRA investigations and Blue Sheet requests., • Solid understanding of U.S. securities market structure and order types., • Series 7 and Series 24 licenses required (active or able to transfer)., • Strong analytical, investigative, and problem-solving skills., • Excellent written and verbal communication skills, including regulatory correspondence., • Surveillance experience covering futures and/or event contracts., • Experience at a clearing firm or firms supporting introducing broker-dealers., • Prior involvement in regulatory exams or enforcement actions. Benefits What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $120,000 - $160,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts: Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job Description About Nayya Founded in 2019, Nayya is on a mission to connect people's most important information, so they can thrive in their health and wealth. Powered by AI and advanced analytics, Nayya's platform transforms complex benefits experiences into intuitive, seamless, and ongoing interactions—meeting people's real world needs. As a trusted platform and partner to leading employers, benefits solutions, and HR tech providers, Nayya unlocks long-term value through helping employees live more resilient lives. Backed by strategic investors like ICONIQ, Felicis Ventures, SemperVirens, Workday Ventures, MetLife Nextgen Ventures, and ADP Ventures, Nayya is ushering in the future of health and wealth for all. About Northstar (Powered by Nayya): Northstar is a financial wellness benefit that provides personalized guidance to support every employee on their unique financial journey. We partner with employers to reach employees at the start of their relationship with money—their paycheck—combining 1-on-1 advice from CERTIFIED FINANCIAL PLANNER® professionals with easy-to-use tools and education. In 2025, Northstar was acquired by Nayya to build a unified health and wealth experience—combining Nayya's benefits intelligence and AI-driven guidance with Northstar's financial planning capabilities and planner team. Together, we're making benefits simpler, more personalized, and more actionable for employees year-round. Financial Planner, US Overview: The Financial Planning team delivers 1-on-1 advice that helps employees make confident financial decisions across core planning topics and workplace benefits. We're hiring a Financial Planner to join our team of CFP® professionals, working directly with Northstar members (employees of our employer clients) to provide client-first financial guidance via text-based chat and video calls. We're most importantly looking for someone who is excited about our vision and mission—we're redefining how financial wellness works and are passionate about making real financial planning accessible to everyone. What you'll do: • Build customized financial plans and provide actionable guidance to improve members' financial health, • Provide education that empowers members to maximize their employer benefits, including health plans, equity programs (ISOs, NSOs, RSUs, ESPP), and related tax implications, • Offer guidance on cash flow, debt payoff, saving, and investing—tailored to each member's life stage and goals, • Support members and build trusting relationships via text-based chat, phone, and video calls, • Proactively engage members through various life events, providing both financial and emotional support, • Consult with cross-functional teams as a subject-matter expert on financial planning, • Active CFP® certification required (CPA/PFS, ChFC, or CFA a plus), • This is a registered position (S65) and must be eligible for IAR registration in your state of residence, • Expertise in all major financial planning topics: budgeting, saving, and paying down debt; risk management, insurance, and employee benefits; investments; tax planning; retirement savings and income planning; estate planning, • A track record of providing client-first, comprehensive financial plans to customers in all life stages and from all walks of life, • Strong qualities of empathy, kindness, and emotional intelligence—you know when to take a quantitative approach and when to take an emotional one, • Experience using financial planning software, adaptability to proprietary tech, and proficiency with custom spreadsheet analysis, • Excellent written and verbal communication skills, • A high level of agency in a remote, fast-moving environment and a bias toward action, • We're mission-driven. We believe every person deserves objective, personalized, and affordable financial guidance—we don't make money from referral fees and are fully aligned with the people we serve., • You'll do "real" financial planning centered around the needs of the employee—no business development, no investment trading., • You'll be at the forefront of how financial planning evolves, working at the intersection of 1-on-1 advice and AI-driven guidance., • We have passionate, paying customers and are scaling quickly. #LI-Remote Nayya is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer Asset Management (‘OAM’) is seeking an individual to join our Reconciliation Team in New York City. The successful candidate will receive a robust internal training program which exposes them to the various OAM functions and team members. Responsibilities include: • Perform daily cash and position reconciliations for SMAs across multiple custodians, identifying and resolving breaks in a timely manner, • Research and process corporate actions—dividends, mergers, spin-offs, tender offers—ensuring accurate reflection in client accounts, • Liaise with custodians, brokers, and internal teams to investigate and resolve discrepancies, • Maintain and enhance reconciliation workflows, leveraging tools like Excel, Bloomberg, and reconciliation platforms, • Support month-end and quarter-end reporting cycles, ensuring all positions and transactions are fully reconciled, • Bachelor’s Degree preferably in Economics, Finance or Accounting, • 3–5 years of experience in SMA reconciliation and/or corporate actions within asset management, wealth management, or a custodian bank, • Strong understanding of equity and fixed income products, corporate action events, and settlement processes, • Proficiency with reconciliation tools and market data platforms (e.g., Bloomberg, Eagle, Advent, or similar), • Advanced Excel skills, including pivot tables and complex formulas, • Exceptional attention to detail, analytical thinking, and problem-solving skills, • Strong communication skills for working with both internal stakeholders and external partners For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $70,000.00 - $85,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus

Job DescriptionREPORTS TO: CITODEPARTMENT: Product Management FLSA STATUS: Exempt TRAVEL: none WORK SCHEDULE: M-F, may need to flex times due to business needs! LOCATION: New York, NY (3 days onsite/2 days remote) COMPANY OVERVIEW:Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels. There are over 25,000 financial advisors using our platform and over 30,000 insurance applications completed on our platform since 2016. Our platform has processed close to $5 billion in claim benefits for end-consumers. Covr’s platform provides a simpler way for people to protect what matters most and a better consumer experience. We have streamlined the insurance application and underwriting process from days to minutes. Covr has a dynamic and transparent work environment where we create opportunities for our employees to grow. We embrace a flexible work environment that encourages high productivity and job satisfaction. We have strong core values: Client First, Collaboration, Innovation and Fun! JOB SUMMARY:In this highly visible role as a Jr. Product Manager, you will sit at the core of our business at the crossroads of strategy, product management and analytics, working closely with Executives and helping develop business strategy, growth plans and drive execution. You will make meaningful and measurable improvements impacting an abundance of both internal and external clients and customers. You will lead key cross-functional projects across the business, collaboratively working with senior leaders, and be critically involved in strategic planning, problem solving, and making decisions impacting Covr's overall business. ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES: * * • Work closely with CITO and Directors to lead the execution of key cross functional business initiatives, working efficiently across organization lines., • Manage tech workstreams and run weekly tech meetings to ensure activities stay on track., • Assist & project manage in developing, leading, and implementing strategic and operational initiatives and projects to enhance revenue growth and / or improve operating margins., • Communicate and present findings to CITO., • Define and report on both key metrics and user data to measure the performance of our operations and inform data driven decision making. ADDITIONAL DUTIES, AND PERFORMANCE RESPONSIBILITIES:, • Perform ad hoc research (prospecting, conference preparation, business needs, etc.) to ensure accuracy as well as providing in-depth knowledge and context for decision making., • Work with external firms during prospecting and implementation to accelerate partnerships and ensure quick and accurate communication with key stakeholders., • Performs other duties and projects as assigned. JOB SPECIFICATIONS AND QUALIFICATIONS:Education and Experience:, • BA required, • 1 - 3 years of product management experience., • Strong mathematical background, • Financial background preferred, • Track record of using analytics to support decision-making, with the ability to dig deep into data and identify the right insights., • Self-motivation and the ability to independently identify and implement high-value analyses and projects., • Verbal and written communication and data modeling and presentation skills, with ability to simplify complex concepts and effectively communicate those to senior leadership and key stakeholders., • Strong leadership, organizational and execution skills in a fast-paced environment Knowledge and Skills:, • Excellent attention to detail and ability to multi-task without losing focus., • Proficient in Microsoft Outlook, Word and expert in Excel, • Comfortable with routine, repetitive tasks, • Competitive salary with annual incentive bonus, • Paid Time Off (PTO): 3 weeks to start, increasing with years of service., • Paid holiday’s – 11 days, • Medical, Dental and Vision – 80% of monthly premium paid by Covr for all full-time employees, • Adult and child orthodontia, • Health Savings Account (HSA) with quarterly company contributions, • Short-Term and Long-Term Disability, • Pet insurance for cats and dogs!, • Company paid Life and AD&D insurance for all full-time employees., • Supplemental Life and AD&D insurance up to 5x’s salary for employee, • Supplemental Life and AD& D plans offered for spouse and dependents, • Flexible Spending Accounts (FSAs): medical, dependent, parking and transit Covr is an equal opportunity employer and values diversity in our workforce. We encourage applications from all qualified individuals, including those with diverse backgrounds and those with disabilities. Please note that we do not provide immigration sponsorship for this position. Powered by JazzHR MVag3agDb1