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Job DescriptionFull job description Company: Airlogix Location: Queens, NY | Serving NYC Metro & NJ Segment: Commercial / Industrial HVAC-R Compensation: $35–$65/hour based on experience + overtime + performance bonus eligibility Schedule: Full-Time Join a Team Built for Serious Mechanical Professionals At Airlogix, we are not just looking for another technician to run calls. We are building a team of mechanical professionals who take pride in protecting critical facilities, solving complex HVAC-R problems, and raising the standard for what this trade can be. Our work matters because our clients depend on their systems to keep people safe, comfortable, productive, and operational. Hospitals, commercial buildings, industrial facilities, restaurants, retail spaces, high-rises, and mission-critical environments do not have room for guesswork. When equipment fails, revenue, safety, comfort, and reputation are all on the line. That is why Airlogix is built around one clear purpose: to develop exceptional mechanical professionals while delivering innovative solutions that protect client success. This is a place for technicians who want more than a paycheck. It is for people who want to sharpen their craft, become trusted experts, and build a career their family can be proud of. A Culture That Protects Clients and Elevates Technicians At Airlogix, service means more than fixing equipment. It means protecting the client while elevating the people doing the work. We believe great technicians deserve real support, strong leadership, better tools, and a company that values the intelligence it takes to solve mechanical problems the right way. We are looking for HVAC-R technicians who bring both skill and character to the field. People who know that doing the right thing still matters. People who can diagnose a system carefully, communicate clearly, and leave a client with peace of mind because the work was handled with honor. Our team is built on smart solutions, not shortcuts. Commercial and industrial HVAC-R systems are complex, and the best technicians are part mechanic, part problem-solver, part advisor. Whether you are working on refrigeration, rooftop units, controls, chillers, boilers, split systems, or preventive maintenance, your thinking matters here. We believe success and goodness can coexist. You can make strong money, grow your career, serve clients well, support your family, and still be proud of how you got there. That is the legacy we are building. The Work That Keeps Businesses Running As an HVAC-R Technician with Airlogix, your work will directly support the uptime and performance of commercial and industrial clients across Brooklyn, NYC Metro, and New Jersey. You will be trusted to troubleshoot, maintain, repair, and optimize the systems that keep facilities operating. Your work may impact restaurants protecting food inventory, commercial buildings maintaining tenant comfort, industrial spaces controlling production environments, or critical facilities that cannot afford downtime. This is not low-level residential swap-out work. This is professional commercial HVAC-R service for clients who need dependable answers, clear communication, and technicians who can think through complex mechanical challenges. When you solve the problem correctly, you do more than complete a service ticket. You protect a client’s operation, strengthen Airlogix’s reputation, and build your own name in the trade. Growth, Rewards, and Career Value Airlogix is committed to developing exceptional mechanical professionals. That means we want technicians who are hungry to learn, willing to share knowledge, and serious about getting better. The compensation reflects the level of skill this role requires: $35–$65/hour based on experience, with overtime opportunities and performance bonus eligibility. Strong technicians who bring commercial HVAC-R capability, professionalism, and accountability will have room to grow. We believe in building prosperity the right way. That means steady work, meaningful earning potential, professional development, and a company culture where your effort is seen. If you want to stay average, this may not be the right place. If you want to become sharper, more trusted, more valuable, and more respected in the HVAC-R trade, Airlogix is built for that kind of technician. What You’ll Do • Service, troubleshoot, repair, and maintain commercial HVAC and refrigeration systems across NYC Metro and NJ., • Diagnose mechanical, electrical, refrigeration, airflow, and controls-related issues with accuracy and professionalism., • Work on equipment such as rooftop units, split systems, refrigeration systems, exhaust systems, make-up air units, boilers, chillers, and related commercial mechanical systems., • Perform preventive maintenance that helps clients reduce downtime, improve efficiency, and extend equipment life., • Communicate clearly with clients, dispatch, service leadership, and team members about findings, repairs, recommendations, and next steps., • Represent Airlogix with professionalism, integrity, clean workmanship, and respect on every jobsite., • Use technology, diagnostics, and service documentation to support smarter solutions and better client outcomes., • Support team growth by sharing knowledge, asking good questions, and contributing to a culture of excellence., • Follow safety standards, code requirements, and company procedures while working in commercial and industrial environments. What You Need to Succeed • Strong commercial HVAC-R service experience, preferably in commercial and/or industrial environments., • Ability to troubleshoot refrigeration, HVAC, electrical, mechanical, and controls issues., • EPA Certification required; Universal EPA strongly preferred., • Valid driver’s license and clean, insurable driving record., • OSHA/SST or applicable NYC jobsite safety credentials preferred., • Professional communication skills with clients, team members, and leadership., • Pride in your craft, strong work ethic, and the ability to take ownership of your calls., • A mindset built around service, smart solutions, integrity, character, and legacy. Benefits & Support • Competitive hourly pay: $35–$65/hour based on experience, • Overtime opportunities, • Performance bonus eligibility, • Company vehicle / truck support where applicable, • Fuel card, • Tools and technology support, • Health insurance, • Dental insurance, • Vision insurance, • 401(k) with company match, • Paid time off, • Professional development assistance, • Training and advancement opportunities, • Referral program, • Life insurance, • Employee assistance program Ready to Build Something Bigger? If you are an HVAC-R technician who wants to do meaningful commercial work, earn strong pay, grow your skillset, and build a career with a company that values both performance and character, Airlogix wants to talk. Apply today and bring your craft to a team built on service, solutions, integrity, character, and legacy. Airlogix is an Equal Opportunity Employer. Pay: $35.00 - $65.00 per hour Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Employee assistance program, • Fuel card, • Health insurance, • Opportunities for advancement, • Paid time off, • Parental leave, • Referral program, • Vision insurance Work Location: In person This is a field role: the work happens at customer and job sites rather than at a single worksite, and you will be based within driving distance of the job location. Expect day trips to job sites, with most nights at home.

Job Description Join a Team Built for Serious Mechanical Professionals At Airlogix, we are not just looking for another technician to run calls. We are building a team of mechanical professionals who take pride in protecting critical facilities, solving complex HVAC-R problems, and raising the standard for what this trade can be. Our work matters because our clients depend on their systems to keep people safe, comfortable, productive, and operational. Hospitals, commercial buildings, industrial facilities, restaurants, retail spaces, high-rises, and mission-critical environments do not have room for guesswork. When equipment fails, revenue, safety, comfort, and reputation are all on the line. That is why Airlogix is built around one clear purpose: to develop exceptional mechanical professionals while delivering innovative solutions that protect client success. This is a place for technicians who want more than a paycheck. It is for people who want to sharpen their craft, become trusted experts, and build a career their family can be proud of. A Culture That Protects Clients and Elevates Technicians At Airlogix, service means more than fixing equipment. It means protecting the client while elevating the people doing the work. We believe great technicians deserve real support, strong leadership, better tools, and a company that values the intelligence it takes to solve mechanical problems the right way. We are looking for HVAC-R technicians who bring both skill and character to the field. People who know that doing the right thing still matters. People who can diagnose a system carefully, communicate clearly, and leave a client with peace of mind because the work was handled with honor. Our team is built on smart solutions, not shortcuts. Commercial and industrial HVAC-R systems are complex, and the best technicians are part mechanic, part problem-solver, part advisor. Whether you are working on refrigeration, rooftop units, controls, chillers, boilers, split systems, or preventive maintenance, your thinking matters here. We believe success and goodness can coexist. You can make strong money, grow your career, serve clients well, support your family, and still be proud of how you got there. That is the legacy we are building. The Work That Keeps Businesses Running As an HVAC-R Technician with Airlogix, your work will directly support the uptime and performance of commercial and industrial clients across Brooklyn, NYC Metro, and New Jersey. You will be trusted to troubleshoot, maintain, repair, and optimize the systems that keep facilities operating. Your work may impact restaurants protecting food inventory, commercial buildings maintaining tenant comfort, industrial spaces controlling production environments, or critical facilities that cannot afford downtime. This is not low-level residential swap-out work. This is professional commercial HVAC-R service for clients who need dependable answers, clear communication, and technicians who can think through complex mechanical challenges. When you solve the problem correctly, you do more than complete a service ticket. You protect a client’s operation, strengthen Airlogix’s reputation, and build your own name in the trade. Growth, Rewards, and Career Value Airlogix is committed to developing exceptional mechanical professionals. That means we want technicians who are hungry to learn, willing to share knowledge, and serious about getting better. The compensation reflects the level of skill this role requires: $35–$65/hour based on experience, with overtime opportunities and performance bonus eligibility. Strong technicians who bring commercial HVAC-R capability, professionalism, and accountability will have room to grow. We believe in building prosperity the right way. That means steady work, meaningful earning potential, professional development, and a company culture where your effort is seen. If you want to stay average, this may not be the right place. If you want to become sharper, more trusted, more valuable, and more respected in the HVAC-R trade, Airlogix is built for that kind of technician. What You’ll Do • Service, troubleshoot, repair, and maintain commercial HVAC and refrigeration systems across NYC Metro and NJ., • Diagnose mechanical, electrical, refrigeration, airflow, and controls-related issues with accuracy and professionalism., • Work on equipment such as rooftop units, split systems, refrigeration systems, exhaust systems, make-up air units, boilers, chillers, and related commercial mechanical systems., • Perform preventive maintenance that helps clients reduce downtime, improve efficiency, and extend equipment life., • Communicate clearly with clients, dispatch, service leadership, and team members about findings, repairs, recommendations, and next steps., • Represent Airlogix with professionalism, integrity, clean workmanship, and respect on every jobsite., • Use technology, diagnostics, and service documentation to support smarter solutions and better client outcomes., • Support team growth by sharing knowledge, asking good questions, and contributing to a culture of excellence., • Follow safety standards, code requirements, and company procedures while working in commercial and industrial environments. What You Need to Succeed • Strong commercial HVAC-R service experience, preferably in commercial and/or industrial environments., • Ability to troubleshoot refrigeration, HVAC, electrical, mechanical, and controls issues., • EPA Certification required; Universal EPA strongly preferred., • Valid driver’s license and clean, insurable driving record., • OSHA/SST or applicable NYC jobsite safety credentials preferred., • Professional communication skills with clients, team members, and leadership., • Pride in your craft, strong work ethic, and the ability to take ownership of your calls., • A mindset built around service, smart solutions, integrity, character, and legacy. Benefits & Support • Competitive hourly pay: $35–$65/hour based on experience, • Overtime opportunities, • Performance bonus eligibility, • Company vehicle / truck support where applicable, • Fuel card, • Tools and technology support, • Health insurance, • Dental insurance, • Vision insurance, • 401(k) with company match, • Paid time off, • Professional development assistance, • Training and advancement opportunities, • Referral program, • Life insurance, • Employee assistance program Ready to Build Something Bigger? If you are an HVAC-R technician who wants to do meaningful commercial work, earn strong pay, grow your skillset, and build a career with a company that values both performance and character, Airlogix wants to talk. Apply today and bring your craft to a team built on service, solutions, integrity, character, and legacy. Airlogix is an Equal Opportunity Employer. Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Employee assistance program, • Fuel card, • Health insurance, • Opportunities for advancement, • Paid time off, • Parental leave, • Referral program, • Vision insurance Work Location: In person Powered by JazzHR sWEhyTqZjP

\n About the Company \n \n Ready to shape the future of work? At Genpact we don’t just adapt to change—we drive it. AI and digital innovation are redefining industries and we’re leading the charge. Genpact’s AI Gigafactory our industry-first accelerator is an example of how we’re scaling advanced technology solutions to help global enterprises work smarter grow faster and transform at scale. From large-scale models to agentic AI our breakthrough solutions tackle companies’ most complex challenges. Genpact (NYSE: G) is an advanced technology services and solutions company that delivers lasting value for leading enterprises globally. Through our deep business knowledge operational excellence and cutting-edge solutions – we help companies across industries get ahead and stay ahead. Powered by curiosity courage and innovation our teams implement data technology and AI to create tomorrow today. Get to know us at genpact.com and on LinkedIn X YouTube and Facebook. Why join Genpact? Be a transformation leader – Work at the cutting edge of AI automation and digital innovation Make an impact – Drive change for global enterprises and solve business challenges that matter Accelerate your career – Get hands-on experience mentorship and continuous learning opportunities Work with the best – Join 140 000+ bold thinkers and problem-solvers who push boundaries every day Thrive in a values-driven culture – Our courage curiosity and incisiveness - built on a foundation of integrity and inclusion - allow your ideas to fuel progress Come join the tech shapers and growth makers at Genpact and take your career in the only direction that matters: Up. Let’s build tomorrow together. \n \n About the Role \n Inviting applications for the role of Principal People Advisory! In this role you will drive advisory revenue and delivery for a small portfolio ensuring balanced growth in assigned accounts. Responsibilities include leading a small team to deliver client outcomes providing leadership with insights for portfolio expansion supporting client acquisition building executive relationships overseeing high-impact advisory engagements developing intellectual property and contributing to go-to-market strategy. \n \n Responsibilities \n\n • Drive Advisory Growth: Expand a high‑value advisory portfolio by securing new and repeat business generating meaningful revenue impact.\n, • Advance Market Bookings: Strengthen advisory and advanced technology bookings through strategic client engagement and high‑impact solution delivery.\n, • Ensure Delivery Excellence: Lead complex engagements with a focus on exceptional execution and measurable client outcomes.\n, • Build Executive‑Level Partnerships: Deepen long‑term relationships as a trusted advisor guiding clients through critical strategic decisions.\n, • Steer Business Development: Shape and lead pursuits uncover new opportunities and facilitate workshops that open pathways for strategic growth.\n, • Elevate Thought Leadership: Develop and share forward‑looking insights contribute to intellectual property and represent the organization in prominent industry forums.\n, • Develop the Practice: Strengthen organizational capabilities by mentoring senior talent enhancing offerings and advancing the overall advisory practice.\n\n \n Qualifications \n Qualifications we seek in you! \n\n • Minimum Qualifications\n, • Relevant years of experience in advisory consulting transformation or industry leadership positions\n, • Strong expertise in solution design and client delivery\n, • Specialization in a relevant industry or domain\n, • Fluent in advanced technologies\n, • Proven record as a key role contributing significantly to pursuit strategies\n\n \n Required Skills \n\n • Strong expertise in solution design and client delivery\n, • Specialization in a relevant industry or domain\n, • Fluent in advanced technologies\n, • Proven record as a key role contributing significantly to pursuit strategies\n\n \n \n Preferred Skills \n\n • Preferred Qualifications/ Skills\n, • Industry Team\n, • Thought leader in one to two segments within chosen industry\n, • Expert in at least one relevant domain and proficient in one to two other relevant domains\n, • Significant experience with advanced technology data and AI within chosen industry\n, • Domain Team\n, • Thought leader in specific areas of a domain – breadth across 1 to 2 industries\n, • Significant experience with advanced technology data and AI within chosen domain\n\n \n Pay range and compensation package \n The approximate annual base compensation range for this position is [$xxx xxx to $xxx xxx]. The actual offer reflecting the total compensation package plus benefits will be determined by a number of factors which include but are not limited to the applicant’s experience knowledge skills and abilities; geographic location; and internal equity. \n \n Work-from-Anywhere Roles – “Los Angeles California-based candidates are not eligible for this role” Location-based Roles (e.g. Richardson roles – metro area can be adjusted by role location) – “Los Angeles California based candidates are not eligible for this role. Dallas Metro> area candidates are eligible for this role only.” \n \n Equal Opportunity Statement \n Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race color religion or belief sex age national origin citizenship status marital status military/veteran status genetic information sexual orientation gender identity physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity customer focus and innovation. Furthermore please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit ' paying to apply or purchasing equipment or training. \n

Build What's Next with Zurich Middle Markets At Zurich Middle Markets, we're experiencing remarkable momentum, delivering double-digit growth for four consecutive years and positioning ourselves for even greater success ahead. Our continued growth is driven by exceptional talent, strong broker partnerships, and a commitment to helping our customers navigate complex risks with confidence. As we continue expanding our Private Equity practice, we are seeking an experienced Underwriting Specialist or Executive Underwriter to join our team in New York City. This is an exciting opportunity to play a key role in a growing business, partner with top-tier brokers and clients, and contribute to a high-performing team known for underwriting excellence and innovation. In this role, you'll serve as a trusted advisor and customer advocate, helping private equity-backed organizations identify, assess, and manage risk through tailored Property & Casualty insurance solutions. You'll have the opportunity to make meaningful business decisions, build valuable market relationships, and directly influence the success of your portfolio. This is a hybrid opportunity based in our New York City office. What You'll Do: As a member of Zurich's Middle Markets Private Equity team, you will: • Build and strengthen relationships with brokers, distribution partners, and customers across a diverse range of industries to support business growth and profitability., • Evaluate, analyze, and price new and renewal business while leveraging your underwriting expertise to maintain a profitable portfolio., • Serve as a strategic partner to customers by understanding their unique operational and financial risks and delivering tailored insurance solutions., • Collaborate closely with cross-functional teams including Claims, Risk Engineering, Finance, Actuarial, and Technical Underwriting to provide best-in-class service and underwriting outcomes., • Utilize your technical underwriting, negotiation, and relationship management skills to identify opportunities, drive business development, and deepen broker partnerships., • Contribute to an innovative and rapidly growing Private Equity segment while building expertise in a highly specialized area of the insurance industry., • Take ownership of your territory and book of business, balancing growth objectives with disciplined underwriting practices. Why Join Zurich Middle Markets? • Be part of a rapidly growing and highly visible Private Equity practice with mentorship offered in this space., • Partner with industry-leading brokers and sophisticated middle market clients., • Collaborate with experienced underwriting professionals and cross-functional experts., • Enjoy the flexibility of a hybrid work environment., • Grow your career within a global insurance leader known for innovation, employee development, and underwriting excellence., • Make a meaningful impact by helping businesses protect what matters most while achieving their growth objectives. Basic Qualifications: This position may be filled at either the Underwriting Specialist or Executive Underwriter level. The final level will be determined based on the selected candidate's experience, technical expertise, and overall qualifications. Underwriting Specialist: • High School Diploma or Equivalent and 3 or more years of experience in the Underwriting or Market Facing area. OR • High School Diploma or Equivalent and 6 or more years of experience in the Claims or Underwriting Support area. OR • Zurich Certified Insurance Apprentice including an Associate Degree and 1 or more years of experience in the Underwriting or Market Facing area. OR • Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Claims or Underwriting Support area. AND • Knowledge of line/s of business and the legal and regulatory guidelines, • Knowledge of time restraints for quotes on new and renewal business, • Experience with Microsoft Office OR Executive Underwriter: • High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area. OR • High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area. OR • Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area. OR • Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area. AND • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business Preferred Qualifications: • Bachelor's Degree, • Established relationships with Private Equity or P&C broker partners, • Strong verbal, written, and interpersonal communication skills, • Proficiency with Microsoft Office applications, • Demonstrated ability to build and maintain strong business relationship, • Strong analytical, negotiation, and decision-making skills Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The combined salary range for this position is $94,800.00 - $205,100.00. The proposed salary range for the Underwriting Specialist is $94,800.00 - $155,100.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Executive Underwriter is $125,300.00 - $205,100.00, with short-term incentive bonus eligibility set at 15%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards _.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - New York Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-AK1 #LI-ASSOCIATE #LI-HYBRID

SUNY Maritime College\n \n Location: Bronx, NY Category: Administrative & Professional Job Type: Full-time Posted On: Tue Oct 20 2026 Job Description:\n \n The Senior/Regional Admissions Counselor plays an integral role in advancing SUNY Maritime College's undergraduate and graduate enrollment goals. The position is responsible for recruiting prospective students, developing and managing recruitment territories, cultivating relationships with secondary and post-secondary institutions, reviewing applications, counseling students and families, and supporting students throughout the admissions and enrollment process. \n All candidates should demonstrate the ability to independently manage recruitment responsibilities, develop relationships with external partners, use enrollment data to guide recruitment activity, and effectively communicate the distinctive academic, career, and student experience opportunities available at SUNY Maritime College. \n The College anticipates hiring two candidates total. Final appointment as a Senior Admissions Counselor or Regional Admissions Counselor will be determined based on the qualifications and experience of the selected candidates, geographic recruitment needs, and the operational needs of the Office of Admissions. \n Senior Admissions Counselor - Campus-Based \n Candidates appointed as Senior Admissions Counselors will work in person at SUNY Maritime College in the Bronx, NY and will manage an assigned recruitment territory while providing broader support for campus-based admissions operations and programming. \n The Senior Admissions Counselor will: \n\n • Represent the College at high school visits, college fairs, transfer and graduate recruitment programs, industry events, and other recruitment activities.\n, • Develop and execute recruitment strategies for an assigned high-priority territory.\n, • Build relationships with high school counselors, community colleges, four-year institutions, graduate feeder programs, community-based organizations, and other recruitment partners.\n, • Counsel prospective freshman, transfer, and graduate students and their families regarding academic programs, admissions requirements, financial aid opportunities, career outcomes, and the Regiment of Cadets, where applicable.\n, • Review and evaluate applications and render admissions decisions consistent with institutional policies and enrollment priorities.\n, • Identify opportunities to strengthen freshman, transfer, and graduate recruitment pipelines.\n, • Participate in campus recruitment and yield programming, including Open Houses, Accepted Student Days, Graduate Information Sessions, campus visits, interviews, and other special programs.\n, • Conduct proactive outreach to admitted and deposited students to support enrollment and reduce summer melt.\n, • Assist with recruitment communications, CRM outreach, application review, final transcript review, and other Admissions Office responsibilities.\n, • Use recruitment, application, yield, and enrollment data to evaluate territory performance and recommend adjustments to recruitment strategy.\n, • Perform other duties that support institutional enrollment objectives.\n\n The Senior Admissions Counselor is an in-person, campus-based position. Recruitment travel and evening/weekend responsibilities are required as necessary. \n Regional Admissions Counselor - Long Island, NY or New Jersey \n Candidates appointed as Regional Admissions Counselors will be assigned to either Long Island, NY (primarily Nassau and Suffolk Counties) or New Jersey and will serve as the College's primary recruitment representative within the designated region. \n This is a regionally based position requiring extensive recruitment travel throughout the assigned territory. The Regional Admissions Counselor should expect frequent local and regional travel during peak recruitment periods and must be able to independently manage a significant travel schedule. \n The Regional Admissions Counselor will: \n\n • Serve as SUNY Maritime College's primary recruitment representative within the assigned Long Island or New Jersey territory.\n, • Develop and execute a comprehensive annual territory recruitment plan aligned with institutional enrollment goals.\n, • Travel extensively throughout the designated region to conduct high school visits, community college visits, transfer programs, college fairs, graduate recruitment events, financial aid programs, industry events, admitted student programs, and other recruitment activities.\n, • Build and maintain relationships with high school counselors, transfer advisors, community colleges, four-year institutions, graduate feeder programs, maritime and industry partners, alumni, and community organizations.\n, • Identify and cultivate new student pipelines and partnership opportunities within the region.\n, • Counsel prospective freshman, transfer, and graduate students and families throughout the admissions and enrollment process.\n, • Review and evaluate applications and render admissions decisions consistent with institutional policies and enrollment priorities.\n, • Monitor inquiry, application, admission, deposit, and enrollment trends within the assigned territory and implement data-informed recruitment and yield strategies.\n, • Develop territory-specific yield activities, including admitted student outreach, receptions, information sessions, and individual appointments.\n, • Maintain regular communication with prospective, admitted, and deposited students to support enrollment and reduce summer melt.\n, • Maintain accurate recruitment activity and student interaction records within the College's CRM.\n, • Travel periodically to SUNY Maritime College to participate in required Admissions programs, training, meetings, Open Houses, Accepted Student Days, Graduate Information Sessions, and other major enrollment initiatives.\n, • Perform other duties that support institutional enrollment objectives.\n\n \n Job Requirements:\n \n Required Qualifications \n\n • Bachelor's degree from an accredited institution.\n, • Two to three years of professional experience in college admissions, enrollment management, recruitment, student services, higher education, sales, outreach, or a related field.\n, • Demonstrated ability to develop relationships and effectively communicate with students, families, school counselors, and institutional partners.\n, • Strong presentation, interpersonal, organizational, and written communication skills.\n, • Ability to independently manage multiple priorities and exercise sound professional judgment.\n, • Ability to work evenings and weekends as required for recruitment and enrollment programs.\n, • Valid driver's license and ability to travel for recruitment activities.\n\n Preferred Qualifications \n\n • Three to five years of progressive professional admissions or enrollment experience.\n, • Experience managing a recruitment territory and meeting enrollment or recruitment goals.\n, • Experience recruiting freshman, transfer, and/or graduate populations.\n, • Experience reviewing applications and making admissions recommendations or decisions.\n, • Experience using Slate CRM or a comparable admissions technology platform.\n, • Knowledge of Banner or another student information system.\n, • Experience using enrollment data to inform recruitment strategy.\n, • Experience developing institutional, community college, industry, or other recruitment partnerships.\n, • Familiarity with maritime, engineering, logistics, transportation, business, or related academic programs.\n\n \n Additional Information:\n \n Classification and Salary: These positions are UUP positions. The anticipated salary range for the position is $60,000 to $75,000.00 annually, with an outstanding benefits package. For more information, please see the UUP Benefits Summary. Review of applications to commence immediately and conclude when the position is filled. Appointments will be made on a sliding salary scale within the range based on the selected candidate's relevant experience, qualifications, demonstrated level of responsibility, and alignment with the requirements of the position. \n The College intends to fill two positions through this search. Successful candidates may be appointed as either Senior Admissions Counselors (campus-based) or Regional Admissions Counselors assigned to Long Island, NY or New Jersey based on candidate qualifications and institutional recruitment needs. \n Work Location \n\n • Senior Admissions Counselor: In-person at SUNY Maritime College, Bronx, NY, with recruitment travel as assigned.\n, • Regional Admissions Counselor: Regionally based in either Long Island, NY or New Jersey, with extensive recruitment travel throughout the designated territory and periodic required travel to SUNY Maritime College.\n\n Evening and weekend work will be required frequently for recruitment, yield, and enrollment programs. \n Special Notes: \n\n • Because of the nature of regional recruitment, candidates must reside within the Long Island or New Jersey proximity and have the ability and willingness to undertake extensive and frequent travel throughout the assigned recruitment territory, including frequent evening and weekend commitments.\n, • For candidates seeking appointment as a Regional Admissions Counselor, demonstrated ability to work independently and willingness to travel extensively throughout the assigned geographic territory are essential.\n\n Budget Title: Admissions Advisor \n Local Title: Senior Admissions Counselor / Regional Admissions Counselor - Long Island, NY or New Jersey \n SUNY Maritime College is an Equal Opportunity/Veterans/Disabled/Affirmative Action employer, committed to recruiting, supporting and fostering a diverse community of outstanding faculty, staff and students. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For our full non-discrimination statement, see: http://www.sunymaritime.edu/affirmative-action. \n SUNY Maritime College is committed to maintaining a safe environment for its students, faculty, staff, volunteers and the general public that use our facilities. Therefore, in order to ensure the hiring of employees of the highest integrity and to maintain a safe campus community, SUNY Maritime College will conduct pre-employment background investigations on all individuals for whom employment is to be offered. \n In accordance with the Title II Crime Awareness and Security Act, a copy of our crime statistics is available upon request by calling (718) 409-7305. It can also be viewed online by selecting University Police > Safety Information > Clery Safety Report (Annual Security & File Safety). \n \n \n Compensation details: 60000 Yearly Salary \n \n \n \n \n PI96656362355f-25405-41895796

Job DescriptionJob Description Your ideal sales career is waiting. If you are outgoing, entrepreneurial, and motivated, it’s time to find your calling with Aflac. Enjoy unlimited control, flexibility, and earning potential while representing one of the world’s most ethical companies and a leader in helping people with expenses health insurance doesn’t cover. We’re an unconventional company looking for unconventional people. Are you one of them? Be an advisor to business owners. Aflac benefits advisors work directly with business owners and HR representatives to plan supplemental insurance coverage and other value-added services for employees. It’s a key role with growth potential for you, backed by the power, resources, and trust of a well-known and reputable brand. And you’ll have the personal reward of helping to provide financial security and added peace of mind to clients when they experience a covered health event. Prior Sales experience is welcome, but not necessary. Principal Duties & Responsibilities Responsibilities include: • Sales - including presentations, B2B management, enrollment, guidance and education on insurance products, • Entrepreneurial ambitions – including providing strategic and executable solutions to clients, • Marketing strategy and lead generation, • Customer/client/business owner (relationship, service, management), • Leadership and management of customer relationships, • Benefits expertise (as an enroller, counselor, worksite liaison, communication preferences), • Maintaining state licensing (may include Life and/or Health, other)Preferred Skills, • Entrepreneurial ambitions, • Ability to work well on teams, • Skilled at time management, • Interest in helping others, • Positive attitude, • Great work ethic, • High level of integrity Be your own boss and reap the benefits of your hard work. As a benefits advisor, you determine how much you want to make and go for it: With Aflac, you’re in charge. There are no ceilings to break through and no set hours. You decide how, when, and where you work – whether from the local coffee shop, an outdoor café, or the comfort of your home. It’s your trajectory on your terms. Top-Notch Benefits Benefits include stock bonus program, bonus rewards, and exotic trips. Compensation is discussed in detail with the hiring manager during the interview process. However, it is a combination structure that includes Commission, Residuals, Bonuses, and Stocks. We will provide you with the resources to become a licensed agent. On-the-job training is built into our onboarding process. Give us a look – or a second one – to create your future, your way. Ratings refer only to the overall financial status of Aflac and are not recommendations of specific policy provisions, rates, or practices. Benefits advisors are independent agents and are not Aflac employees. Aflac's family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company, and/or Continental American Life Insurance Company. Job Types • Full-time, • Part-time, • InternshipSchedule, • Monday to FridayWork Location, • Multiple Locations This is not a salaried position. Aflac sales agents earn commissions, bonuses, residual income, and stock. Aflac’s affiliation with the Value-Added Service providers is limited only to a marketing alliance, and Aflac and the Value-Added Service providers are not under any sort of mutual ownership, joint venture, or are otherwise related. Aflac makes no representations or warranties regarding the Value-Added Service providers and does not own or administer any of the products or services provided by the Value-Added Service providers. Each Value-Added Service provider offers its products and services subject to its own terms, limitations and exclusions. Services, Terms and conditions are subject to change and may be withdrawn at any time. The value-added services may not be available in all states, and benefits/services may vary by state. The content within is for recruiting purposes only. This information is not approved to distribute to prospective insureds, to prospective accounts, or to use as a solicitation. Aflac sales agents are independent agents and are not Aflac employees. Aflac’s family of insurers includes Aflac and/or Aflac New York, and/or Continental American Insurance Company and/or Continental American Life Insurance Company. Aflac WWHQ | 1932 Wynnton Road | Columbus, GA 31999. Continental American Insurance Company | Columbia, SC.

The Opportunity: Puig is seeking a strategic and business-oriented Technology Director, North America to lead the region's technology strategy and serve as a key partner to business leadership. This individual will translate business priorities into scalable technology solutions while strengthening alignment between North America and Global IT. The role is responsible for driving digital transformation, enhancing operational effectiveness, and enabling exceptional employee and customer experiences across the organization. This is a highly visible leadership opportunity with significant influence across North America. The Technology Director will drive technology innovation, data-driven decision-making, and business transformation across commercial, retail, E-commerce, supply chain, finance, HR, and corporate functions, while helping position Puig for continued growth across the Americas. What You'll Get to Do: Technology Strategy & Business Leadership • Develop and execute the North America technology roadmap and multi-year strategy aligned with business growth, consumer engagement, and operational objectives, • Serve as a trusted advisor to senior leadership, influencing business priorities, investment decisions, and transformation initiatives, • Align technology investments, governance, budgets, and resource plans to maximize business value and ROI, • Foster strong partnerships across North America and Global IT while driving enterprise-wide technology adoption and innovation Digital Transformation, Data & Customer Experience • Lead North America digital transformation initiatives that enhance customer, employee, and business experiences in coordination with Global IT, • Advance data, analytics, AI, automation, CRM, clienteling, and E-commerce capabilities across the region, including oversight of North America AI initiatives in coordination with the Global Delivery team, • Partner with retail, commercial, marketing, finance, HR, E-commerce, and operations teams to identify opportunities for innovation and process improvement, with a strong understanding of retail and distribution challenges, including supply chain and demand planning, • Leverage Puig’s global Google Cloud Platform data environment and connected data from POS, E-commerce, SAP, CRM, clienteling, HR, and external sources to improve visibility, decision-making, customer engagement, and business performance Technology Operations, Portfolio & Risk Management • Oversee the regional technology portfolio and enterprise application landscape, including SAP ECC6 and the ongoing S/4HANA transformation, SAP IBP, SAP BW, SAP SuccessFactors, CRM and clienteling platforms, analytics tools, and digital commerce solutions, • Prioritize projects and resources based on business value, risk, cost, and organizational impact, • Drive service delivery excellence across onboarding, offboarding, access management, end-user support, and operational processes, • Partner with Global IT and Information Security to strengthen cybersecurity, data privacy, compliance, governance, business continuity, and risk management practices People Leadership & Organizational Growth • Build, lead, and develop a high-performing technology organization capable of supporting future regional growth, • Manage strategic technology vendors, consulting partners, and external service providers to maximize value and innovation, • Lead change management, communication, training, and stakeholder engagement initiatives to accelerate adoption and business outcomes, • Foster a culture of accountability, collaboration, innovation, continuous learning, and succession planning across the Americas We'd Love to Meet You If You Have • 10+ years of progressive technology leadership experience, including technology strategy, roadmaps, digital transformation, and enterprise-wide initiatives, • Experience leading regional technology organizations, managing application portfolios, business systems, and complex cross-functional programs, • Strong executive presence with a demonstrated ability to influence senior leadership, drive strategic decisions, and build trusted business partnerships, • Experience developing technology investment strategies, managing budgets, and overseeing financial planning, • Success operating within matrixed global organizations and collaborating across regions and functional teams, • Experience within luxury beauty, luxury retail, consumer products, omnichannel, or direct-to-consumer environments, • Expertise in project, program, and portfolio management, with a focus on delivering measurable business value, • Experience leading data, analytics, AI, and automation initiatives that improve customer experience, business performance, and operational effectiveness; familiarity with enterprise AI tools such as Microsoft Copilot Pro and Google Gemini is valuable, • Knowledge of enterprise technologies and integration environments, including SAP ERP and applications, SAP Datasphere, SAP Cloud Integration, Google Cloud Platform, CRM and clienteling, digital commerce, analytics and reporting, cybersecurity, governance, and risk management, • Experience with centralized, hub-and-spoke data platforms and data governance practices, including data quality dashboards and KPIs, • Familiarity with customer and commerce ecosystems such as Bloomreach, Emarsys, BayRetail, SAP Commerce Cloud, Magento, and Shopify, as well as reporting tools such as Power BI, SAP Analytics Cloud, and Looker, • Proven success building, developing, and scaling high-performing technology teams, • Strong commercial acumen and understanding of retail and distribution challenges, with the ability to align technology solutions to business objectives, • Spanish and/or French language skills are a plus Compensation: As required by New York State’s salary transparency law, effective November 2022, the expected base salary for this position ranges from $180,000.00 - $200,000.00. Various factors are considered when extending offers, such as relevant skillset, training, years of experience related to the current job description, education, and our organizational structure. In addition to the base salary, PUIG offers a competitive benefits package that includes health and dental insurance, life insurance, disability insurance, 401K, paid holidays, a generous paid time-off policy, hybrid work environment, and career opportunities within a dynamic team. EEOC: Puig is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, ethnicity, age, disability, marital status, veteran status, or any other characteristic protected by law. Diversity, Equity, and Inclusion Commitment: At Puig, we are continually looking for enthusiastic and committed individuals from a broad range of backgrounds and experiences to join our team. We believe that creating an inclusive environment in which you feel welcomed, valued, engaged, and empowered strengthens our business and fosters a culture where we are inspired to work hard, challenge ourselves, and be innovative in our thinking. Additionally, we believe that the diversity of our employees makes us a stronger company and better able to serve our customers around the world. About Puig: Puig creates unique and highly desirable beauty and fashion brands that empower people to reinforce their self-esteem and find their own expression in a family-owned company that aims to leave a better world for the next generation. Our brand portfolio is structured in three divisions: Beauty and Fashion, with the owned brands Carolina Herrera, Nina Ricci, Paco Rabanne, Jean Paul Gaultier, Dries Van Noten, Penhaligon’s, Byredo, Dr. Barbara Sturm, and L’Artisan Parfumeur; the licenses of Christian Louboutin and Comme des Garçons perfumes; and Lifestyle fragrances, among them Adolfo Dominguez, Antonio Banderas, Shakira, and Benetton. The Charlotte Tilbury division, which includes the luxury makeup brand and the Derma division, with the Apivita, Uriage and Isdin brands. We sell products in 150 countries and operate 26 subsidiaries. At Puig we honor the values and principles put in place by three generations of family leadership. Today we continue to build on that legacy, through conscious commitments in our ESG agenda (environmental, social, and governance) aligned with the UN Sustainable Development Goals.

You’re good with people. You’re disciplined. You know you’re capable of more than your current job is giving you. You’ve built success in one career - but you feel capped, under-leveraged, or boxed in. If you’re hungry for ownership, income growth, and a career driven by purpose and performance (not tenure or politics), this may be the change you’ve been looking for. At Strategies for Wealth, we specialize in helping driven professionals transition into financial services - and build careers that compound over time, financially and personally. Who We Are Strategies for Wealth is one of the most successful firms in the Guardian Wealth Network, with flagship offices in New York City and Westchester County. For decades, we’ve taken an uncommon approach to financial services - one built on: · Long-term client outcomes · Comprehensive planning across insurance, investments, and estate strategies · Deep coaching and mentorship for career changers We’re known for developing high-achieving professionals from outside the industry into elite Financial Advisors, supported by: · Structured training · Direct mentorship from senior advisors · A culture built on community, collaboration, and life by design This is not a sales job with a script. It’s a professional, entrepreneurial career path with real upside. What You’ll Be Doing · Learning how to analyze financial information including income, assets, cash flow, and long-term goals · Developing customized financial strategies based on each client’s stage of life and priorities · Building your own client base through relationships, referrals, and community presence — not cold calling · Advising individuals, families, and businesses across a wide range of financial situations · Working closely with senior advisors and leadership who coach you step-by-step · Participating in structured training and fast-track development programs · Growing long-term client relationships that compound year over year · Developing into a trusted advisor with increasing autonomy and earning power This is relationship-driven, performance-based work with a long-term payoff. Who Succeeds Here We’re looking for someone whose skills have outgrown their current role - someone with what we often call “batteries included.” You bring: · Strong communication and people skills · Discipline, grit, and follow-through · Comfort in a performance-based, entrepreneurial environment · Curiosity around money, planning, and strategy · Coachability and openness to feedback · A desire to build something meaningful and long-term Backgrounds that often do well here include: · Sales • Management • Education • Military • Operations • Athletics • Consulting • Customer-facing roles · No prior financial services experience required. Licensing & Training · Most aspiring financial advisors begin unlicensed · Life & Health insurance licensing is completed first (typically 2–3 weeks) · Securities licensing (SIE / Series 7 / 66) is fully supported and expected within your first 6 months · Training, study resources, and mentorship are built into the process The first year requires real effort - and it’s designed that way. Compensation & Growth · Commission-based opportunity across insurance and investment solutions · Typical first-year earnings range: $100,000–$150,000 · Income grows through renewals, recurring revenue, and expanded client relationships · Long-term upside includes mid-to-high six-figure and ultimately seven-figure earning potential for top performers This role is best suited for people willing to bet on themselves. Office & Culture Expectations · Aspiring financial advisors are expected to be in-office 3–4 days per week initially · High-energy, professional environment with daily access to leadership and mentors · Advisors operate with autonomy - there are no “vacation requests” - but results matter · Culture emphasizes accountability, collaboration, and continuous development The Hiring Process We run a rigorous but efficient process and move fast for the right people. Some candidates complete the process in as little as 10 days. Why Join Strategies for Wealth · Clear runway to six figures and beyond · Real mentorship - not theory or empty promises · Proven track record of developing aspiring financial advisors · Strong team culture with nationally recognized leadership · A career where effort compounds and results are earned · A true life-by-design opportunity Ready to make a meaningful change? • Apply now - we’d love to meet you and see if this is the right fit.

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith., • Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs., • Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community., • Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice., • Have the flexibility to control your schedule, allowing for work-life balance., • Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so., • Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business. Desired Characteristics Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: • Self-disciplined, independent and driven to succeed., • Motivated by helping others and seeing them achieve their goals., • A natural coach or guide with strong interpersonal skills., • Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply., • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting., • Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation And Benefits You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy: • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify., • Medical, dental, vision, disability and accidental death and dismemberment insurance., • Pension, 401(k) and retiree medical plans., • Ongoing support, training and opportunity for professional growth as you build your business., • Well-being programs to help you manage your physical, emotional and financial health., • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference., • Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $212 billion in assets under management/advisement (as of 12/31/25). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

THE TEAM The mission of the Service Department is to deliver highly elevated service to support loyal, enduring relationships with the client. THE OPPORTUNITY Aritzia is growing, and our Service team in Retail is growing with it. This is a unique opportunity to be part of the team responsible for successfully delivering elevated, Everyday Luxury service to each of our clients to build loyal and enduring client relationships. As the Service Advisor, you will process transactions, support with the management of client services, and uphold exceptional organization at the service counter to create memorable moments for clients in the most important area of the store. And, with the skills you gain in this role, the opportunities are endless – from a rewarding career in Retail to continued growth and development with Aritzia. THE ROLE As the Service Advisor, you will: • Deliver extraordinary experiences and make meaningful, memorable moments at the service counter, • Accurately and efficiently process transactions while preserving a world-class client experience, • Accurately and efficiently manage the end-to-end process of services, supporting with notifying clients of their incoming services, consistently auditing services, and proactively resolving opportunities to mitigate impacts to the client experience, • Support service counter operations, including managing the line up to ensure clients are serviced as quickly as possible, preparing product for transactions, packaging client purchases, and returning product to the sales floor THE QUALIFICATIONS The Service Advisor has: • Proven skills, education, and/or applicable certifications (previous experience operating a point-of-sale system is an asset), • A commitment to learn and apply Aritzia's Values, Business and People Leadership principles, • The ability to collaborate fluently with cross-functional partners, • A commitment to quality and investing in results that add value to the business THE REWARDS You will receive industry-leading pay & benefits at Aritzia: • Competitive Pay Package – We’re committed to performance-based pay increases, • Product Discount - Our famous product discount, online and in store, • Aspirational Workspace - Every detail is considered to connect to the energy of the culture, • Set your Schedule - We strive to align with your availability and preferred working hours (some restrictions apply)., • Career Progression — We foster growth. Our boutiques are the best place to start your career with Aritzia. Enjoy personalized career development and be first in line for opportunities in our other workplaces, including roles at our Support Office. ARITZIA Aritzia is an Equal Employment Opportunity employer. Our goal is to be inclusive, diverse, and representative of the communities where we work while creating an environment where every person can enjoy a successful career. This commitment applies to all candidates and employees regardless of race, ethnicity, citizenship, creed, place of origin, religion, sex, gender identity, gender expression, sexual orientation, family status, marital status, disability, age, and any other protected characteristic. Requests for accommodation due to a disability or any other protected characteristic can be made at any stage of the recruitment process and during employment by contacting our People & Culture Team.

Our Firm Companies and investment firms built today are scaling faster than at any time in history, but the founders and investors building the defining businesses of our era face a paradox: the more value they create, the faster the demands and complexity of their own financial lives compound. Santa Barbara Management was founded by a small group of accomplished business builders and investors who lived this problem first-hand and decided to solve it. To make this vision a reality, we have reimagined the family office experience from first principles, relentlessly questioning industry norms. At Santa Barbara Management, we engineer wealth for exceptional builders and their families. Our innovative model has been painstakingly designed to deliver a fully-integrated, client-aligned solution that combines investments, tax, trusts and estates, financial operations, and strategic finance under one roof, within one team. We have built our firm to be the trusted advisory platform we wish we had as we navigated some of the most complex and consequential financial decisions of our lives. Today, we serve some of the most accomplished founders and investors of our time, and we're just getting started. The Role Santa Barbara Management is growing quickly and the families we serve are among the most sophisticated in the country. We believe the best family office work looks nothing like the industry standard, and we actively seek out innovative approaches to client service, ones that give our clients and our team deeper visibility into the decisions that shape their financial lives and push the boundaries of what a family office can deliver. At SBM, the Family Office Analyst role is a foundational member of a close-knit client delivery pod, supporting the Family Office Associate and Family CFO in serving a select group of ultra-high-net-worth families across their full financial landscape. This role is based in our New York office and is designed as the entry point into our family office career track. From day 1, you will work directly alongside experienced practitioners on client profiles more complex than most analysts see years into their career. For high performers, this is the first step on an advisory track: Analysts who perform at a high level build toward Family Office Associate, then roles like Family CFO or Trust and Estates Advisor, as their expertise grows. What You'll Do Deliver on the Details • Help build and maintain the full financial picture for each client, assisting with balance sheet, income statement, cash flow, and tax, trust and estate reporting, • Prepare the data behind quarterly client reviews, checking accuracy and consistency before it ever reaches the client, • Own money movement and bill pay for ultra-high-net-worth families, where precision and timing carry real stakes Support the Client Experience • Serve as a critical checkpoint across client accounts, catching discrepancies before they reach the client, • Tackle bespoke projects for clients, including financial analysis, personal administration, and research, • Handle some of the most sensitive financial information in the country with total discretion and sound judgment Grow, Build and Push What’s Possible • Build a working knowledge of taxes, portfolio construction, asset classes, and investment products directly from the Family Office Associate and Family CFO you support, • Cultivate a foundational understanding of trust and estate planning principles, including gifting, promissory notes, and trust and will development, • Bring curiosity to how technology and AI are reshaping wealth management, and contribute ideas as you learn the workflow Who You Are You are early in your career and looking for a role that will actually stretch you. Whether your background is in finance, accounting, or a related field, you have built a strong foundation and are ready to put it to work in a fast-paced, high-stakes environment. You are energized by the idea of learning from people who have done this at the highest level, and you want exposure to complex client work most analysts do not see until years into their career. You bring a strong work ethic, a proactive mindset, and a bias toward action. You lean into ambiguity, bring a no-task-is-too-small mentality to everything you do, and are forward thinking about how work gets done. You are detail-oriented and take real pride in work that is accurate and delivered on time. You want to be part of the conversations that shape how this firm operates and you do not accept the status quo just because it is familiar. What We Look For Finance Foundation: 2+ years of experience in finance, accounting, or a related field, ideally with a bachelor's degree and strong academic performance. Exposure to wealth management, family office services, or client-facing work is a plus but not required. Analytical Rigor and Inventive Mindset: You are fluent in Excel, PowerPoint, and Word, and comfortable learning new systems quickly. You manage multiple tasks without losing accuracy, even when priorities shift. You're AI-pilled and have an appetite for finding better ways to do things with the incredible tools at your disposal. Commitment to Client Partnership: You communicate clearly and professionally, follow through on every commitment, and bring energy and care to every task, no matter how small. You have a strong desire to both build and advise, not just one or the other. What We Offer Opportunity to Build Something Different: Santa Barbara Management is reimagining a significant, under-innovated category of financial services. The people who join us now will help shape how we serve our clients, how we build our platform, what this firm becomes, and will have an opportunity to help redefine how this industry works. Exceptional Colleagues: Join an ambitious and exceptionally talented team led by people who have built category-leading businesses before. The bar is high, and that's the point. We move quickly, are highly collaborative, and care deeply about creating an environment where we make each other better every day. Meaningful Scope, Real Impact: SBM is growing quickly. There are no small roles, there's no entrenched hierarchy, and the opportunities for professional growth are significant. A Culture That Takes Care of Its People: Competitive compensation, comprehensive medical, dental, and vision coverage, a 401(k), paid parental leave for all parents, unlimited paid vacation, and an annual learning and development stipend. We apply the same standard of excellence to how we treat our team as we do to how we serve our clients. The Conditions to Do Your Best Work: This role is based in our New York office. We work together in person because the best ideas and the strongest cultures are built in the same room. We also trust our people to manage their time and energy like the professionals they are. Compensation at SBM reflects the unique background and experience each person brings to the role. The expected base salary range for this position is $75,000-95,000. Beyond base salary, you will be eligible for a discretionary annual bonus which, for high performers, can represent a substantial part of total compensation. Santa Barbara Management is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or any other legally protected status. All qualified applicants will receive consideration for employment without regard to any of the above characteristics. Santa Barbara Management is enrolled in E-Verify to confirm the identity and employment eligibility of all new employees. We are not accepting candidate submissions from external recruiting firms or agencies for this role at this time.

Ready to build the future with AI? At Genpact, we don’t just keep up with technology—we set the pace. AI and digital innovation are redefining industries, and we’re leading the charge. Genpact’s , our industry-first accelerator, is an example of how we’re scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to , our breakthrough solutions tackle companies’ most complex challenges. If you thrive in a fast-moving, innovation-driven environment, love building and deploying cutting-edge AI solutions, and want to push the boundaries of what’s possible, this is your moment. Genpact (NYSE: G) is an advanced technology services and solutions company that delivers lasting value for leading enterprises globally. Through our deep business knowledge, operational excellence, and cutting-edge solutions – we help companies across industries get ahead and stay ahead. Powered by curiosity, courage, and innovation, our teams implement data, technology, and AI to create tomorrow, today. Get to know us at and on , , , and _. Global Relationship Manager, CPG and Retail Location: New York Tri-state Role Overview This role is responsible for strengthening and expanding Genpact's relationship with a strategic CPG and Retail clients through a deep understanding of the client's business priorities, growth agenda, and transformation objectives. The incumbent will build and manage executive relationships across existing and new buying centers, while driving growth through consulting, technology, data, AI, and managed services opportunities. This position is dedicated to a strategic account within the CPG and Retail US portfolio and carries accountability for account growth, client satisfaction, and long-term partnership development. Responsibilities • Drive profitable growth within the account through strategic relationship management, executive engagement, and expansion of existing opportunities. The incumbent will be responsible for delivering an annual bookings target of ~USD 25M, • Build and execute a multi-year growth strategy for the account, including account plans, transformation roadmaps, and stakeholder engagement strategies., • Lead account planning and growth initiatives while understanding the commercial, operational, and financial levers that drive account performance., • Develop and maintain strong relationships with executive stakeholders, positioning Genpact as a trusted advisor., • Identify and pursue opportunities across consulting, digital, data, AI, analytics, and managed services offerings., • Understand the marketplace and competitive landscape, leveraging market intelligence to support business development and proposal strategies., • Proactively uncover opportunities to create value for the client and align the appropriate Genpact teams to pursue them., • Build and govern effective communication and engagement mechanisms between the client and Genpact to drive transparency, partnership, and alignment., • Expand Genpact's footprint by developing relationships across existing and new buying centers., • Drive client satisfaction and act on feedback to strengthen the partnership and increase executive sponsorship., • Advise business stakeholders on transformation opportunities enabled by technology, digital, data, and AI solutions., • Lead commercial discussions and negotiations, ensuring outcomes that deliver value to both the client and Genpact., • Develop innovative commercial constructs aligned to client business objectives and outcomes., • Provide insights into client financials and partner with delivery and operating teams to drive growth and profitability., • Collaborate with Finance, Solutioning, and RFP/RFI teams to create differentiated and competitive proposals., • Partner closely with onshore and offshore delivery teams to ensure successful execution and customer outcomes. Minimum Qualifications • Experience working in or serving CPG and Retail clients, • Strong understanding of the CPG and Retail landscape and market dynamics., • Proven success managing senior executive relationships within large enterprise organizations., • Demonstrated experience leading and closing complex, strategic deals., • Significant CPG and Retail industry expertise., • Strong commercial and financial acumen., • Prior consulting experience., • Bachelor's degree in Business, Technology, Analytics, or a related field. MBA preferred., • Proven track record of growing strategic accounts and expanding relationships across multiple buying centers., • Experience influencing CXO-level stakeholders and driving measurable business outcomes. Preferred Skills • Thrives in ambiguity and adapts quickly to changing business priorities., • Builds effective relationships across diverse stakeholder groups., • Demonstrates strong accountability and ownership., • Consistently delivers on commitments and builds trust through reliable execution., • Communicates effectively with executive and operational audiences., • Recognized as a trusted advisor by clients and internal stakeholders., • Operates with speed, urgency, and a strong focus on outcomes., • Highly competitive, growth-oriented, and motivated by delivering client value. Why join Genpact? • Lead AI-first transformation – Build and scale AI solutions that redefine industries, • Make an impact – Drive change for global enterprises and solve business challenges that matter, • Accelerate your career—Gain hands-on experience, world-class training, mentorship, and AI certifications to advance your skills, • Grow with the best – Learn from top engineers, data scientists, and AI experts in a dynamic, fast-moving workplace, • Committed to ethical AI – Work in an environment where governance, transparency, and security are at the core of everything we build, • Thrive in a values-driven culture – Our courage, curiosity, and incisiveness - built on a foundation of integrity and inclusion - allow your ideas to fuel progress Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation. Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.

Build relationships. Build a business. Build your career. We’re looking for an ambitious 360 Recruiter / Business Development professional to join our growing Life Sciences division. This is a true 360 opportunity for someone who wants more than simply managing existing accounts. You’ll have the opportunity to develop new client relationships, expand existing partnerships, engage with senior decision-makers, and build your own book of business within the fast-growing Life Sciences market. You’ll work at the intersection of business development and talent, partnering with innovative pharmaceutical, biotech, medical device, and other Life Sciences organizations to solve critical hiring needs with high-caliber talent. What makes this opportunity different? You’ll have real ownership of your market. From identifying and winning new business to building trusted client relationships and delivering exceptional candidates, you’ll have the autonomy to shape your desk, grow your revenue, and establish yourself as a trusted advisor within the Life Sciences industry. This is an opportunity for a recruiter who wants to think like a business owner. What You’ll Do • Own the full 360 recruitment lifecycle, from business development through candidate delivery, • Develop new client relationships and expand partnerships with existing clients, • Build and grow your personal book of business and revenue, • Create strategic sales approaches to identify opportunities and win new partnerships, • Build relationships with key decision-makers across the Life Sciences market, • Advise clients on talent trends, compensation, market conditions, and hiring strategies, • Develop and maintain a strong candidate pipeline for current and future opportunities, • Identify and engage highly qualified passive talent, • Leverage multiple sourcing strategies to identify exceptional candidates, • Conduct candidate interviews and manage the process from initial engagement through placement What We’re Looking For • Proven success in Life Sciences recruiting and/or staffing, • Demonstrated ability to generate new business and build lasting client relationships, • A strong business development mindset with a track record of winning and growing accounts, • Excellent communication, negotiation, and presentation skills, • High energy, resilience, and a genuine passion for recruitment and sales, • Comfortable working toward—and motivated by—revenue and performance goals, • Someone who wants to build a market, not simply manage one Why Join Us? 💰 High earning potential Base salary + 2.5%–37.5% tiered commission structure + quarterly bonus 📈 Build your career Meritocratic career progression with opportunities to move into leadership and take on greater responsibility 🎓 Invest in your development Comprehensive training through our dedicated, award-winning Learning & Development team 🌎 Work with industry leaders Direct exposure to senior leadership and industry experts, with opportunities for global collaboration 🏆 Be recognized for performance A culture where results, initiative, and entrepreneurial thinking are rewarded ❤️ Strong benefits Health, dental, vision, 401(k), generous Flex PTO, 7 sick days, and volunteer day opportunities 🤝 Collaborative culture Internal and external events, team initiatives, and opportunities to build relationships across the organization If you’re a Life Sciences recruiter who is ready to take ownership of your market, grow your book of business, and significantly increase your earning potential, we’d love to hear from you. This is your opportunity to build something of your own within a growing Life Sciences business. Base Salary 70-85K with Commission up to 37.5%

Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker-dealer that supports and grows wealth management programs on bank or credit union premises. There may be multiple openings across various locations, depending on the needs of each bank or credit union. If you are interested in exploring these opportunities, please submit your application today. Our team will review and connect with you to discuss roles that align with your experience and career goals Kearny Bank The VP, Financial Advisor ("FA") will provide sound financial advice to clients by evaluating their financial condition, needs and future goals. Must keep abreast of procedures, regulations, and market changes. The FA should also maintain a current knowledge of products and services offered and partner with the retail branches, as well as other Kearny Bank Departments. The FA must meet sales goals as established by management. Maintains highest level of sales ability, negotiation skills and knowledge of investment planning and other bank products and services; maintains extensive network of referral sources for new business. Ensures that work follows applicable laws, regulations, and guidelines, as detailed in policies located on the intranet; policies include but are not limited to Fair Lending, Know Your Customer, Bank Secrecy Act and other applicable anti-money-laundering policies. Responsibilities include: • Takes active role in sales activities, including platform sales staff in assigned branches, assisting team members as needed., • Coordinate’s maintenance of various OSJ and other compliance files, including advertising, complaint, client files and correspondence; coordinates and responds to regulatory audits as necessary. Assists in providing compliance and sales training to staff and to non-licensed branch employees. Understands regulatory limitations for non-licensed employees., • Maintains network of outside and internal referral sources, including individuals and organizations likely to produce investment referrals such as attorneys, accountants, real estate brokers and other business professionals; ensures that strong business relationships are maintained with these referral sources and that they have current information on investment planning products and services., • Ensures regular and timely communication of important client, product, regulatory and other information among the sales team, area and regional sales management, branch staff, broker dealer and other internal and external contacts; ensures that communication channels are established and maintained so that important information is exchanged as needed., • Maintains comprehensive knowledge of investment planning and other bank products and services; maintains knowledge of full array of possible client needs and investment planning solutions to those needs; maintains highest level of sales, negotiation and closing skills; maintains general overall knowledge of investment industry, practices and trends, including maintaining in-depth knowledge of investment laws and regulations. Ensures that sales staff is informed of latest information., • Participates in special projects and performs additional duties as required., • Participates in activities to promote growth and development of the community and a positive image for the bank., • Provide current and prospective clients financial advice, planning support and access to financial products and services available through our broker dealer relationship., • Develop sales leads through effective prospecting and interaction with branch partners within a defined territory. Identify cross selling opportunities with internal partners and cross refer to all areas of the bank., • Provide ongoing coaching and developments to all team members in the respective territory covered. Ensure team has a thorough understanding of product, sales techniques and systems required to offer investment products and support to our clients. Educate branch retail staff on the bank's Investment Program and mentor interested employees., • Identify cross selling opportunities with internal partners and cross refer to all areas of the bank. The FA must meet sales goals established by management. The FA is expected to make outbound calls, work their books of business and attend networking events. The FA is also expected to profile existing clients and re-evaluate their short term and long-term investment needs., • Offer subject matter expertise to retail branch team on sales techniques, product availability and opportunities for new and existing clients. Meet regularly with the Retail Relationship Managers within territory and make cross referral back to the branches covered. Ensure appropriate FA coverage of branches and maintain standard hours as dictated in each branch that is covered., • Ensure all cross referrals and all received referrals are followed up on a regular basis., • Develops plan to achieve sales goals, using in-depth knowledge of what is required to meet goals, in terms of specific actions and steps needed as well as planning and managing time effectively., • Informs management of progress relative to goals and asks for assistance for training and for other issues as needed., • Provides referral and product training to non-licensed Company employees as needed. Qualifications: • Minimum 5 years’ experience in banking or a financial institution required., • Licensing Requirements: FINRA Series 7, 63 and 66 or 65, State Insurance License, • Ability to meet/exceed client experience needs, identify client/project needs., • Knowledge of bank’s products, services, sweep accounts, concept & Techniques and cash management services., • Ability to model Relationship Building Techniques and effectively cross-sell., • Ability to resolve client questions and/or complaints, • Ability to resolve conflict., • Ability to foster open communication, deliver presentations, demonstrate listening, speaking and written communication skills., • Ability to answer questions effectively, build client relationships and build internal and external networks., • Ability to act with integrity, demonstrate adaptability, work commitment and maintain a positive performance in all situations., • Proven sales ability, with strong track record of past investment sales success., • In-depth knowledge of retail investment industry., • This position requires a willingness to travel to other locations, as well as adapt to various schedule changes that include some evenings and weekends., • Must be a self-starter, goal orientated, work independently, but also a team player., • Excellent communicator and relationship builder., • Working knowledge of Microsoft Excel, Word, Access and Outlook., • Ability to interact effectively and tactfully with all levels of the bank., • Ability to read, write and speak clearly. COMPENSATION: Min.$45,000 to $88,000+ plus a competitive commissions program

Financial Professional Build a career that’s designed to last. For over 180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations. As a Financial Professional*, you’ll play a direct role in helping people protect what matters and plan for their future, while building a practice of your own with the backing of a Fortune 100 company. What You’ll Do • Develop your own client base through networking, referrals, and community involvement, • Build relationships and guide clients through key financial decisions (retirement, protection, education planning), • Offer tailored solutions across insurance and financial products, • Grow your knowledge and skills through ongoing training and real-world experience What Sets This Role Apart • Be Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses., • Training & Support: Structured onboarding, licensing support, ongoing coaching and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials., • Financial Support: Training subsidy available for eligible candidates during early stages, • Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content., • Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. This range allows you to develop tailored strategies to help clients and their families achieve their financial goals., • Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services². What We Look For • Self-motivated individuals who take initiative, • Strong communicators who enjoy building relationships, • Coachable and open to feedback, • Interested in long-term learning and growth, not just a short-term role Compensation & Benefits • You have the power to determine your own income with our commission-based compensation³, • In 2024, the average income of our financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555⁴. Individual agent performance will determine your income., • Benefits for eligible full-time agents include medical, dental, life and long-term disability coverages, 401(k), and pension⁵ For more information about commission-based income and benefits for financial professionals, please follow this link: _ Take the Next Step If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation. About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. We’re proud to be recognized by the following organizations⁶: • Fortune (2026): World’s Most Admired Companies, • Handshake (2026): Early Talent Award, • Seramount (2025): 100 Best Companies for Workplace Programs The results we’ve delivered for our clients⁷ include: • 5 million policyowners protected, • $1 billion in lifetime annuity income paid, • $7.8 billion in living benefits awarded (dividends not guaranteed), • $1.2 trillion in life insurance protection in force⁸, • #1 largest mutual insurer in the U.S.⁹ *The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life subsidiary., 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change., 3. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, first year commissions on any sales you made will be paid to you in a lump sum at the end of your PTAS contract period. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract., 4. Based on 2024 company data for 8,136 agents operating under our N9 and N8 Agents Contracts, without persistency bonus, who were active as of December 31, 2024. N9 contracts were issued to new financial professionals from April 2004 through February 2026. N8 contracts were issued to new financial professionals prior to April 2004. N10 is the current contract for new financial professionals beginning March 2026. Contracts determine your compensation and benefits. New York Life reserves the right to amend agent contracts, in whole or in part, at any time. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Not all debits are included in the average income figures above. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied, except that Agents operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full-time agent’s contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period., 5. This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Eligibility requirements and plan provisions vary by contract type and production levels. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The Company reserves the right to amend or terminate the benefit plans described herein at any time and for any reason., 6. A full list of our awards is available here: _., 7. Figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2025., 8. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,264.5 billion at December 31, 2025 (including $193.7 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company’s total surplus that is available, following each year’s operations, for distribution in the form of dividends. Dividends are not guaranteed. Intercompany transactions have been eliminated in consolidation., 9. Based on revenue as reported by Fortune magazine June/July 2025 (New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity) New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply SMRU 8914120 (Exp.04/30/2027)

THE TEAM The mission of the Inventory Management Department is to enable a curated merchandise assortment and seamless retail environment to create exceptional shopping experiences. THE OPPORTUNITY Aritzia is growing, and our Inventory Management team in Retail is growing with it. This is a unique opportunity to be part of the team responsible for curating a beautiful merchandise assortment and strategically presenting our product to inspire our clients. As the Inventory Associate, you will support with the movement of merchandise into and out of the store, while contributing to seamless operations in all aspects of the retail space. And, with the skills you gain in this role, the opportunities are endless – from a rewarding career in Retail to continued growth and development with Aritzia. THE ROLE As the Style Advisor, you will: • Sell clothes and earn client confidence through unparalleled styling expertise, • Deliver world-class experiences by creating meaningful, memorable moments, • Build deep and personalized connections with our clients, enhancing their loyalty and affinity to Aritzia THE QUALIFICATIONS The Style Advisor has: • Passion for providing excellent service and outstanding customer experiences, • A commitment to learn and apply Aritzia's Business and People Leadership principles, • The ability to collaborate fluently with cross-functional partners, • The skills that are an asset to perform in the role and the appetite to continuously learn and develop oneself, • A commitment to quality and investing in results that add value to the business, • An understanding and a passion for the industry in which we operate, • An understanding of Aritzia’s brand vision and style fundamentals with a focus on trends and cultural influences THE ROLE As the Inventory Associate, you will: • Efficiently and accurately process incoming and outgoing shipments to and from our distribution centres, from store to store, and to our clients, • Strategically place product in the back room, ensuring product is evenly distributed to achieve optimal balance and stocked at the ideal quantities, • Uphold the standards of product display, ensuring the right product is in the right place per the right stock level, • Enable seamlessly integrated cross-channel shopping experiences by supporting with omni-channel service management, • Support in the seamless operations of all aspects of the retail space, including window installations, fitting room operations, supplies and equipment management, and technology support THE QUALIFICATIONS The Inventory Associate has: • A commitment to learn and apply Aritzia's Values, Business and People Leadership principles, • The ability to collaborate fluently with cross-functional partners, • The skills that are an asset to perform in the role and the appetite to continuously learn and develop oneself, • A dedication to quality and investing in results that add value to the business, • An understanding and a passion for the industry in which we operate, • An understanding of Aritzia’s brand vision and style fundamentals with a focus on trends and cultural influences THE PERKS Some of the industry-leading benefits you will receive while working at Aritzia: • Product Discount - Our famous product discount, online and in store, • Aritzia Virtual Wellness – Because your health, happiness, and safety matter – 24/7 resources to support you in your wellbeing goals, be it physical, mental, social, or financial., • Aspirational Workspace - Every detail is considered to connect to the energy of the culture ARITZIA Aritzia is an Equal Employment Opportunity employer. Our goal is to be inclusive, diverse, and representative of the communities where we work while creating an environment where every person can enjoy a successful career. This commitment applies to all candidates and employees regardless of race, ethnicity, citizenship, creed, place of origin, religion, sex, gender identity, gender expression, sexual orientation, family status, marital status, disability, age, and any other protected characteristic. Requests for accommodation due to a disability or any other protected characteristic can be made at any stage of the recruitment process and during employment by contacting our People & Culture Team.

Join One of New York's Premier Fee-Only Fiduciary Wealth Management Firms Are you an experienced financial advisor who believes advice should come before sales? Do you want to work with high-net-worth families, deliver sophisticated planning, and build meaningful long-term relationships within a true fee-only fiduciary firm? At Altfest Personal Wealth Management, we have spent more than four decades helping clients navigate life's most important financial decisions through objective, comprehensive advice. As one of the nation's most respected independent RIAs, we are seeking a seasoned Senior Financial Advisor to join our growing team in New York City. This is an opportunity to work with sophisticated clients, collaborate with some of the industry's most experienced professionals, and focus on what you do best: delivering exceptional advice and helping clients achieve better outcomes. Unlike many advisory firms, success at Altfest is not defined by product sales or asset-gathering quotas. Our advisors are empowered to serve as true fiduciaries, providing objective guidance across every aspect of a client's financial life. Why Senior Advisors Choose Altfest • True fee-only fiduciary model with no commissions or product sales, • Established and growing client base with complex planning needs, • Deep planning-centric approach spanning investments, tax, estate, retirement, insurance, and legacy planning, • Collaborative team environment with dedicated planning and investment support, • Opportunity to work with multigenerational high-net-worth families, • Strong culture of intellectual curiosity, mentorship, and professional development, • Hybrid work environment (2 days in-office, 3 days remote), • Long-term career growth and leadership opportunities within an independent firm What You'll Do Serve as the Lead Advisor • Act as the primary advisor and trusted partner for high-net-worth individuals and families, • Develop deep, multigenerational relationships built on trust and long-term planning, • Guide clients through major financial decisions, market cycles, life transitions, and wealth transfer events, • Serve as the central coordinator across all facets of a client's financial life Deliver Sophisticated Financial Planning • Design and oversee comprehensive wealth management strategies, including:, • Retirement planning, • Investment planning, • Tax planning, • Estate and legacy planning, • Risk management and insurance analysis, • Executive compensation and concentrated stock planning, • Cash flow and wealth transfer strategies, • Translate complex financial concepts into practical, actionable recommendations, • Identify planning opportunities that create measurable value for clients and their families Partner with Investment and Planning Specialists • Collaborate closely with our investment team to implement customized portfolio solutions, • Work alongside planning professionals to deliver highly coordinated advice, • Help clients stay disciplined during periods of market volatility and uncertainty, • Continually elevate the client experience through proactive advice and thoughtful service What We're Looking For Required Qualifications • 10+ years of experience serving in a lead financial advisor role, • Demonstrated success leading client relationships independently, • Strong expertise in comprehensive financial planning, • Excellent communication and relationship management skills, • Passion for delivering objective, client-first advice, • Bachelor's degree from an accredited institution, • CFP® certification Preferred Qualifications • Experience within a fee-only RIA or fiduciary advisory firm, • Advanced knowledge of tax-efficient wealth management and estate planning concepts, • Track record of advising affluent or ultra-high-net-worth clients, • Desire to mentor junior advisors and contribute to firm growth Compensation & Benefits Base Salary range: $165,000 - $200,000, plus incentive compensation, based on 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. Comprehensive benefits include: • 100% employer-paid medical coverage with no in-network deductibles or copays, • Dental and vision coverage, • Life insurance, disability insurance, and AD&D coverage, • Flexible Spending Account (FSA), • Generous 401(k) matching program with Traditional and Roth options, • Fully paid parental leave, • Hybrid work flexibility, • Support for ongoing professional development and continuing education This Role Is Ideal For Advisors Who... • Want to focus on planning and service rather than sales, • Enjoy solving complex planning challenges for affluent families, • Value a collaborative and intellectually engaging environment, • Prefer deep client relationships over transactional interactions, • Are looking for a long-term home with leadership potential, • Believe the best advisory work happens when client interests come first Why Altfest? Altfest combines the resources, sophistication, and reputation of a nationally recognized wealth management firm with the culture, accessibility, and collaboration of a boutique practice. For over 40 years, we have remained committed to providing objective advice while fostering a workplace where talented professionals can build rewarding, long-term careers. Recognition • Crain's New York Business Best Places to Work (2020, 2022, 2023, 2024, 2025, 2026), • InvestmentNews Best Places to Work for Financial Advisors (2024, 2025) If you're an experienced advisor seeking a firm where planning excellence, fiduciary advice, and long-term client relationships are truly valued, we'd welcome the opportunity to speak with you.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Department Profile Wealth Management Client Segments is a division within Morgan Stanley Wealth Management that includes the Field organization, Workplace, Institutional, and Direct clients, as well as Marketing and Analytics. The goal of the Client Segments business is to ensure that MSWM meets clients on their advice journey, supporting their growth, and deepening relationships over time. The Path to Advice team sits within the Client Solutions Group, an organization focused on driving new asset and client growth across our Advisor, Workplace and Direct segments. The Path to Advice team oversees the strategy and execution of that client journey, supporting clients as they move from those segments to the advice channel. Role Profile • In this role, you will support the Executive Services business within Path to Advice, which is focused on delivering tailored support and a differentiated service experience for specialized Financial Advisor teams serving executives and corporate client relationships., • This individual will join a team of high-performers with a proven record of executing the Firm’s strategy to deepen client relationships across multiple channels. The role will help manage and strengthen a network of specialized Financial Advisors by providing the coordination, tools, and support required to serve clients effectively and drive Net New Asset growth., • As a Vice President on the team, you will contribute to strategic discussions with internal stakeholders, engage directly with Financial Advisors and Field partners, help align key decisions across the Firm, and support their execution with efficiency and accuracy., • This role requires someone who can balance strategic thinking with day-to-day execution—helping scale Executive Services through technology enhancements, process improvements, and end-to-end workflow optimization. Key Responsibilities • Manage cross-functional Executive Services initiatives from planning through execution, ensuring alignment on goals, timelines, key deliverables, and measures of success., • Drive collaboration across internal business partners to identify, prioritize, and advance specific Executive Services opportunities from concept through execution, aligning stakeholders, decisions, and next steps., • Help manage and support a network of specialized Financial Advisors, serving as a central point of coordination across advisor teams, Field Management, and internal partners., • Interact regularly with Financial Advisors to understand their client needs, resolve issues, gather feedback, and identify opportunities to improve the advisor and client experience., • Provide ongoing operational and strategic support to specialized Financial Advisor teams, including coordinating resources, developing materials, monitoring open items, and facilitating timely resolution of escalations., • Partner closely with internal training teams to plan and execute training programs for the specialized Financial Advisor network, including developing curricula and materials, coordinating presenters and logistics, facilitating sessions, and measuring participant engagement and effectiveness., • Support the rollout and adoption of technology enhancements by coordinating requirements, testing solutions, preparing communications and training materials, and collecting feedback from Financial Advisors., • Identify and implement process enhancements that improve consistency, efficiency, controls, and service delivery across the Executive Services workstream., • Evaluate and improve end-to-end workflows, documenting current-state processes, defining future-state approaches, and partnering with business, operations, technology, data, and compliance stakeholders to drive implementation., • Develop concise and effective presentations, communications, and reporting that convey strategic priorities, implementation progress, advisor feedback, and business insights., • Use data and performance indicators to assess adoption and outcomes, identify actionable optimization opportunities, and support test-and-learn efforts., • Participate in senior-level discussions and contribute insights that inform both tactical execution and the long-term direction of Executive Services. Experience • Bachelor’s degree required, • 5-10 years in top-tier management consulting, technology or financial services firm, • Experience in financial services preferred, Wealth Management, Executive Services, 10b5-1, and/or Rule 144 expertise a plus Skills Required • Strategic thinker with strong analytical and problem-solving skills; solid financial modeling skills a plus, • Excellent interpersonal skills, including collaborative work style and ability to influence stakeholders; experience working across teams and with senior leadership a plus, • Project management skills, including ability to manage multiple initiatives simultaneously and adjust to changing priorities and deadlines, • Strong written and verbal communication skills, • Detail and results-oriented individual, • Strong team player, and high energy, and comfortable working in a fast-paced, dynamic environment, • Proficiency in the Microsoft Office suite (Excel, Word, PowerPoint), • Coding and Data Analytics skills a plus (SQL, Python, VBA, Dataiku, Tableau), • AI related skills WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $115,000 and $190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: _.

Job Title:VP, Enterprise Applications & Digital Platforms Location: NYC - Hybrid- 3 days Terms- Full Time Salary: $175000-$250000 + 25% bonus Our client is is the oldest banking association and payment infrastructure company in the United States Position summary: The VP, Enterprise & Digital Platforms is accountable for the strategy, governance, delivery, operation, and continuous improvement of the company’s core enterprise and digital technology platforms within a regulated financial payments environment. The portfolio includes ServiceNow, Workday, Salesforce, SAP Ariba, the corporate website powered by Storyblok, Shopify, and enterprise observability capabilities including Dynatrace. This role combines enterprise platform leadership, process engineering, workflow automation, observability, IT asset lifecycle management, digital experience, operational resilience, and technology risk management. The VP will ensure platforms are secure, resilient, cost-effective, well-controlled, integrated, and aligned with business growth. Operating within a lean technology organization, this leader will balance strategic leadership with hands-on engagement and partner closely with Technology, Operations, Finance, HR, Procurement, Sales, Marketing, Risk, Compliance, Security, Legal, and Audit. Essential Functions and Responsibilities: Enterprise & Digital Platform Strategy • Define and execute the enterprise platform strategy, roadmap, and investment priorities aligned with company growth, business objectives, regulatory requirements, and risk appetite., • Provide executive technology ownership and governance for ServiceNow, Workday, Salesforce, SAP Ariba, Storyblok, Shopify, Dynatrace, and associated capabilities., • Establish clear standards for platform ownership, architecture, integration, security, data, configuration, customization, lifecycle management, and controls., • Drive simplification of the technology landscape by reducing unnecessary applications, integrations, customization, and technical debt., • Establish an out-of-the-box-first, configuration-over-customization approach across strategic SaaS platforms., • Maintain a pragmatic multi-year roadmap balancing business demand, innovation, risk, technical debt, cost, and available resources. Platform Ownership & Business Enablement • ServiceNow: Lead strategy across ITSM, ITOM, ITAM, CMDB, service mapping, workflow automation, event management, and related enterprise capabilities., • Workday: Partner with HR to optimize employee lifecycle processes, workflow, reporting, data quality, controls, and employee experience., • Salesforce: Partner with commercial teams to improve CRM, customer lifecycle management, sales effectiveness, service, workflow automation, and customer insights., • SAP Ariba: Partner with Finance and Procurement to improve sourcing, purchasing, supplier management, spend visibility, controls, and source-to-pay processes., • Storyblok / Corporate Website: Partner with Marketing and Communications to deliver secure, high-performing, accessible, and flexible corporate digital experiences., • Shopify: Provide technology leadership for digital commerce capabilities, ensuring appropriate security, scalability, payment integration, and operational controls. Process Engineering, Automation & AI • Lead process engineering and optimization initiatives across the platform portfolio, identifying manual processes, control gaps, service failure points, and opportunities for standardization., • Design scalable and auditable workflows integrating business, service, asset, customer, employee, and operational data., • Leverage native platform automation capabilities before introducing additional applications or custom development., • Identify high-value opportunities to apply AI, generative AI, and intelligent automation across employee, customer, procurement, sales, and technology workflows., • Partner with Security, Risk, Compliance, Legal, and Data teams to ensure appropriate governance of AI-enabled capabilities., • Measure automation and AI investments through productivity, service, customer experience, risk-reduction, and financial outcomes. IT Asset Management, Observability & Operational Resilience • Provide governance over hardware, software, cloud, virtual, and other technology asset lifecycle processes within ServiceNow., • Ensure asset information supports CMDB integrity, service mapping, security, financial management, license compliance, and operational decision-making., • Partner with Finance, Procurement, Security, and Vendor Management to improve asset utilization, cost transparency, and software license optimization., • Establish the enterprise approach to observability, monitoring, event management, and service health., • Own ServiceNow ITOM Event Management capabilities, including event ingestion, correlation, prioritization, noise reduction, and automated response., • Integrate Dynatrace and other monitoring technologies with ServiceNow to provide application, infrastructure, service, and digital-experience visibility., • Ensure monitoring and observability support incident management, root-cause analysis, business continuity, disaster recovery, and operational resilience. Architecture, Integration & Data • Establish practical architecture and engineering standards across the enterprise platform portfolio., • Promote secure, reusable, API-first integration patterns and reduce fragile point-to-point integrations., • Establish standards for identity and access, data exchange, integrations, APIs, environments, and platform configuration., • Ensure platform data is accurate, governed, and available for operations, reporting, analytics, automation, and AI., • Partner with Architecture, Cybersecurity, Infrastructure, Data, and Engineering teams to maintain a scalable target-state architecture and manage technical debt. Security, Risk & Compliance • Embed security, regulatory, privacy, risk, and audit requirements into platform architecture, workflows, integrations, and lifecycle processes., • Partner closely with Cybersecurity, Risk, Compliance, Legal, Privacy, Internal Audit, and external auditors., • Ensure effective identity and access management, privileged access, segregation of duties, data protection, change controls, and audit trails., • Support audits, risk assessments, regulatory examinations, and remediation activities with appropriate documentation and system evidence., • Support applicable requirements including PCI DSS, SOX, SOC, data privacy, and internal technology-control standards., • Ensure critical platforms meet established business continuity, disaster recovery, and operational resilience requirements. Delivery & Operational Excellence • Accountable for platform availability, performance, reliability, security, and supportability., • Establish appropriate SLAs, SLOs, KPIs, operational dashboards, and escalation procedures., • Oversee demand intake, prioritization, solution design, development, testing, release, and post-implementation validation using pragmatic Agile/SDLC practices., • Ensure upgrades, patches, and releases receive appropriate testing, validation, security review, and business sign-off., • Drive effective incident, problem, change, release, and root-cause management., • Balance delivery speed with appropriate security, risk, regulatory, and operational controls. Team, Vendor & Financial Leadership • Build and lead a lean, high-performing enterprise and digital platforms organization with clear accountability and strong business alignment., • Develop platform owners, administrators, developers, analysts, and process engineers while determining the appropriate balance of internal capabilities and external partners., • Manage strategic SaaS providers, systems integrators, managed service providers, consultants, and technology partners., • Hold vendors accountable for service quality, security, delivery, contractual obligations, cost, and business outcomes., • Partner with Finance and Procurement on licensing, renewals, negotiations, and investment decisions., • Optimize license utilization and total cost of ownership while avoiding excessive vendor dependency., • Develop talent, succession plans, and a culture of ownership, collaboration, continuous improvement, and accountability. Stakeholder Engagement & Performance Management • Serve as a trusted technology advisor to senior business and technology leaders., • Translate business, operational, financial, security, and regulatory requirements into scalable technology capabilities., • Communicate platform health, resilience, risk, delivery, investment priorities, and cost optimization to executive leadership., • Establish meaningful KPIs covering platform reliability, asset and CMDB health, event quality, process automation, delivery performance, security and audit findings, adoption, vendor performance, and cost., • Use platform and observability data to drive problem management, root-cause analysis, optimization, and continuous improvement. Additional responsibilities include: • Work closely with internal and external partners to guarantee continuous infrastructure availability, • Suggest and implement continuous improvement, automation efforts across the end user ecosystem., • First contact to stakeholders and clients pertaining to user support requests., • Provide technical advice and industry best practices related to end user computing technologies., • Perform special projects and initiatives as assigned Qualifications Required: • Bachelor’s degree in Computer Science, Information Technology, Engineering, Business, or a related field, or equivalent professional experience., • Typically 12+ years of progressive technology experience, including significant leadership responsibility for enterprise applications, SaaS platforms, infrastructure services, or digital technology., • Technology leadership experience within financial services, payments, fintech, banking, insurance, or another regulated environment. Strong experience with ServiceNow and enterprise service management, with broader experience across enterprise SaaS and digital platforms. • Experience with several of the following or comparable technologies: ServiceNow, Dynatrace, Workday, Salesforce, SAP Ariba, Storyblok, and Shopify., • Strong understanding of ITSM, ITIL, ITOM, IT Asset Management, CMDB, observability, operational resilience, workflow automation, and service lifecycle management., • Strong understanding of SaaS architecture, integrations, APIs, identity and access management, data, cloud, and cybersecurity principles., • Experience operating within technology risk, security, audit, and regulatory-control frameworks., • Experience managing technology vendors, systems integrators, managed services, licensing, and technology investments., • Demonstrated ability to lead complex initiatives and teams in a fast-paced environment with competing priorities., • Strong strategic thinking, problem-solving, executive communication, and stakeholder-management skills., • Ability to travel up to 20%, as required. Key Skills • IT Asset Lifecycle Management, • ServiceNow–Dynatrace integration, • Process engineering and workflow automation, • Event correlation and noise reduction, • Risk, financial, and control design, • Operational resilience and service lifecycle management Qualifications Desired: • ServiceNow CSA (required); CIS, CAD, ITOM, ITAM, or GRC certifications preferred, • Hands-on experience with ServiceNow, • Hands-on experience with Dynatrace observability platforms, • Financial services experience (banking, payments, insurance, or capital markets), • Experience supporting audits and regulatory exams, • Technical Project Management Experience, • Proficient with the MS Office Suite with a focused ability to create concise and compelling presentations in PowerPoint in a demanding and quick paced environment (Flash Reports in PowerPoint, Excel Workbooks, etc.), • Collaborative team player with the ability to connect across groups with proven ability to influence stakeholders, • Demonstrates commitment to excellence anticipating needs, mitigating risks and minimizing challenges, • Strong attention to detail, • Communicates crisply and candidly, • Proficient in multiple infrastructure disciplines and functions, • Experience with agile methodologies., • Experience working across large infrastructure environments and distributed across multiple data centers Estimated Min Rate: $175000.00 Estimated Max Rate: $250000.00 What’s In It for You? We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include: • Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week), • Health Savings Account (HSA) (for employees working 20+ hours per week), • Life & Disability Insurance (for employees working 20+ hours per week), • MetLife Voluntary Benefits, • Employee Assistance Program (EAP), • 401K Retirement Savings Plan, • Direct Deposit & weekly epayroll, • Referral Bonus Programs, • Certification and training opportunities Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply. Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process. For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice: https://www.yoh.com/privacy-notice Stay Safe During Your Job Search Fraudulent recruiting communications have become increasingly common. Emails from Yoh recruiters will only come from an @yoh.com email address. Yoh will never ask candidates to pay fees, purchase equipment, send gift cards, or transfer funds as part of the recruiting or hiring process. If you receive a communication that appears suspicious or requests payment, contact Yoh directly before responding or sharing personal information.

Head of Portfolio Architecture, Corporate Functions Direct Hire (Base + Bonus) Work Location (Hybrid): 3 days/week onsite — New York, NY, Holmdel, NJ, or Bethlehem, PA We’re prioritizing candidates with: • Insurance industry architecture leadership experience, • Architecture & technology alignment at portfolio scale (not just solution design), • Strong governance mindset that enables speed, not blocks it, • Executive presence and proven ability to influence investment/roadmaps Key Responsibilities Portfolio Architecture Leadership • Drive cohesive architecture across multiple value streams, ensuring end-to-end design consistency across platforms, products, and capabilities., • Own the Corporate Functions target-state architecture, portfolio roadmap, architecture priorities, and investment influence., • Advance modern platform architecture across cloud, data, integration, and AI capabilities., • Improve engineering productivity and delivery speed by defining architecture patterns, guardrails, and operating models that scale., • Partner with Solution Architects to establish scalable patterns and with enterprise architecture leadership for cross-portfolio alignment and trade-offs., • Serve as the primary architecture advisor to the Corporate Functions digital/technology leadership team, shaping strategy, priorities, and transformation sequencing., • Manage and develop a team of Solution Architects; raise architecture maturity across the portfolio., • Be available for high-impact production incidents affecting business operations. Investment & Roadmap Influence • Shape and influence strategic investments across Corporate Functions (HR, Legal, Finance, Risk, Investments)., • Guide architecture across core enterprise platforms such as Workday, Oracle, and ServiceNow, plus integration/API ecosystem enablement., • Balance near-term delivery commitments with long-term sustainability., • Identify opportunities to reduce technical debt, increase reuse, and accelerate time-to-market—driving simplification across business units, not just within the portfolio. End-to-End Enterprise / Insurance Architecture Ownership Drive holistic architecture across: • Business processes and operating value streams, • Core and surrounding application ecosystems, • Integration and event-driven architectures, • AI/ML use cases (e.g., underwriting/claims automation, fraud, personalization), • Digital experiences for customers, distribution partners (agents/brokers), and internal users, • Ensure solutions meet regulatory, risk, security, privacy, and resiliency requirements (e.g., SOX/SOC expectations, data privacy)., • Promote cloud-native, API-first, data-centric, and AI-enabled patterns where appropriate. Governance, Risk & Compliance • Define/enforce architecture principles and guardrails aligned to enterprise standards and insurance regulatory expectations., • Lead or participate in architecture review and governance forums; ensure decisions are auditable and practical., • Partner with security, risk, compliance, and legal stakeholders to support operational resilience and auditability. Stakeholder & Leadership Engagement • Act as a trusted advisor to Corporate Functions leaders and senior technology leadership., • Represent architecture trade-offs in enterprise forums and influence outcomes across business units., • Communicate architectural direction, risks, and trade-offs clearly to technical and non-technical audiences., • Mentor and develop architects across the portfolio. Required Qualifications • 7+ years in technology/architecture roles, with significant experience in the insurance industry (or similarly regulated financial services with deep insurance exposure)., • Proven experience as a Portfolio / Domain / Product / Enterprise Architect in a large, regulated environment., • Deep understanding of insurance operations and systems (policy, underwriting, claims, billing, distribution) and how they connect to enterprise platforms., • Strong knowledge of Corporate Functions ecosystems: HR, Legal, Finance, Risk, Investments., • Expertise across enterprise architecture domains: business, application, data, integration, AI, and digital., • Demonstrated success influencing senior leaders on technology strategy and investment decisions., • Strong knowledge of cloud platforms, modern integration patterns, data platforms, and applied AI capabilities., • Solid grasp of regulatory, risk, compliance, and resiliency expectations in regulated environments. Estimated Min Rate: $168000.00 Estimated Max Rate: $240000.00 What’s In It for You? We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include: • Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week), • Health Savings Account (HSA) (for employees working 20+ hours per week), • Life & Disability Insurance (for employees working 20+ hours per week), • MetLife Voluntary Benefits, • Employee Assistance Program (EAP), • 401K Retirement Savings Plan, • Direct Deposit & weekly epayroll, • Referral Bonus Programs, • Certification and training opportunities Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply. Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process. For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice: https://www.yoh.com/privacy-notice Stay Safe During Your Job Search Fraudulent recruiting communications have become increasingly common. Emails from Yoh recruiters will only come from an @yoh.com email address. Yoh will never ask candidates to pay fees, purchase equipment, send gift cards, or transfer funds as part of the recruiting or hiring process. If you receive a communication that appears suspicious or requests payment, contact Yoh directly before responding or sharing personal information.

How would you like to be the first technology hire at a NYC private equity firm - handed a blank sheet of paper to build their entire tech stack and data strategy from the ground up? What's The Job? As our first technology hire, you will own the modernization of our tech stack and the build-out of our data strategy. Almost nothing is built yet. Outside of Microsoft 365 and our CRM, you are choosing the tools. Day to day, you will be: • Building the data foundation our investment, asset management and finance teams run on - pipelines, integrations, and one source of truth for portfolio and property data., • Automating the manual processes that live in spreadsheets and inboxes today, using Python, SQL, Power Automate and Power Apps., • Standing up reporting and dashboards in Power BI so the partners can see performance without waiting on a manual roll-up., • Connecting our CRM, accounting systems and third-party real estate data sources., • Acting as the internal expert - recommending the platforms we adopt and owning the roadmap we follow. We have an experienced outside technology advisor and consultancy we have utilized in the past you can liaise with, so you are not figuring this out alone. You will report directly to our CFO and have partner-level exposure from your first week. Who Are We? We are a New York City private equity firm founded in 2014, investing in real estate and real estate platform companies. We have several billion in assets under management and expect to pass $5B shortly. We are a 25-person team based on Park Avenue in Midtown Manhattan, and we have never had a technology function. You would be building it. What Skills Do You Need? • 1-4 years of professional experience as a Software Engineer, Data Engineer, Analytics Engineer, Data Analyst, Business Intelligence Developer or Business Systems Analyst., • Strong SQL, plus Python (or similar) for automation and data work., • Working knowledge of the Microsoft ecosystem: Microsoft 365, Power BI, Power Automate / Power Apps. Azure, Microsoft Fabric or SQL Server are a plus., • Experience building or maintaining data pipelines, ETL, system integrations or reporting., • Real business curiosity. You will be sitting with the CFO and the partners, not behind a ticket queue., • The polish and professional maturity to operate inside a private equity firm., • Bachelor's degree in Computer Science, Information Systems, Engineering or a related field., • You must be a US Citizen or Green Card Holder. We are not able to provide visa sponsorship now or in the future. Compensation • $125,000 - $175,000 base salary, • Annual bonus, targeted at 15-30% in year one, • Full benefits package, • 4 days on site in our Park Avenue office (Monday-Thursday), remote on Fridays What's In It For You? This is the rare early-career role with genuine ownership. You are not the fortieth engineer maintaining somebody else's pipeline. You pick the stack, you set the roadmap, and you get the credit for it in front of the partners of the firm. This seat is built to grow - the person who executes here becomes our technology leader.

About G&T: Gardiner & Theobald is an independent global consultancy offering a range of services to the construction and property industry, including project, cost, and construction management. We work with clients worldwide, finding solutions that exceed expectations and add value to projects. Our beginnings can be traced back to London in 1835, when the practice was founded. With 180 years of history and heritage, we are proud to remain an independent consultancy. Gardiner and Theobald LLC. Headquartered in New York City, operates across the U.S with offices in Los Angeles, San Francisco, San Diego, Austin, Dallas, Tampa, Miami, Massachusetts, and Chicago. With a commitment to independence, we have retained our consultancy status while delivering innovative solutions that add substantial value to high-profile projects. In North America, Gardiner & Theobald Inc. has a proven track record spanning over 25 years and has overseen projects exceeding a combined value of $35 billion. About the Role: Gardiner & Theobald is seeking a highly motivated and experienced Cost Management professional to join our growing team. This role may be filled at the Cost Manager, Senior Cost Manager, Associate Director, Senior Associate Director, or Director level, depending on experience and qualifications. The successful candidate will play a key leadership role in managing cost management services across a diverse portfolio of projects, including office interiors, hospitality, and residential developments. This position combines hands-on project delivery with team leadership, client relationship management, and business development responsibilities. About The Candidate: The ideal candidate is a driven, strategic, and collaborative professional with a strong background in cost management and project delivery within the built environment. They bring a proven ability to manage complex projects, build trusted client relationships, and lead teams with confidence and integrity. They are comfortable balancing big-picture strategy with hands-on execution and thrive in a fast-paced, client-focused environment. This individual demonstrates sound judgment, strong communication skills, and the ability to adapt to evolving projects and business needs. At every level, the successful candidate: • Takes ownership of their work and delivers consistently high-quality results, • Builds strong, long-term relationships with clients and colleagues, • Communicates clearly and effectively with both technical and non-technical stakeholders, • Demonstrates strong problem-solving skills and commercial awareness, • Contributes positively to team culture and collaboration, • Shows a commitment to professional growth and continuous improvement, • Independently manages day-to-day project deliverables with minimal supervision., • Prepares estimates, cost plans, cost reports, cash flows, value engineering reports, and other cost management documentation., • Builds strong client relationships through consistent communication., • Demonstrates a solid understanding of market rates, construction technology, MEP systems, and construction scheduling., • Contributes to project success through proactive problem-solving and financial risk management., • Continues developing technical expertise and takes increasing ownership of projects., • Mentors junior team members when appropriate. At the Senior Cost Manager level, the candidate independently manages projects across multiple stages, delivering high-quality cost documentation, including estimates, cost plans, and reports, with minimal oversight. They demonstrate strong knowledge of market rates and cost economics, build and maintain client relationships through consistent delivery and communication, and mentor junior staff while supporting team development. At the Associate Director level, the candidate is developing leadership capabilities, managing projects independently, and supporting team and business development efforts. At the Senior Associate Director level, the candidate demonstrates advanced leadership, oversees complex projects and teams, and plays an active role in growing client relationships and business opportunities. At the Director level, the candidate is a strategic leader and trusted advisor who drives business growth, mentors senior staff, shapes operational excellence, and contributes to the long-term vision and success of the firm. Key Responsibilities: Project & Cost Management • Lead the execution of multiple projects of varying size and complexity, • Own project budgets, cost plans, forecasting, and reporting, • Oversee day-to-day project delivery and ensure high-quality outputs, • Manage multiple projects simultaneously with autonomy and accountability, • Prepare and present reports, cost plans, and recommendations to clients, • Support lease reviews, contracts, and consultant coordination Leadership & Team Development • Lead, mentor, and develop junior and mid-level team members, • Delegate effectively while maintaining oversight of project outcomes, • Participate in recruitment, onboarding, and staff development, • Foster a collaborative, high-performance team culture Client & Business Development • Build and maintain strong client relationships, • Act as a trusted advisor to clients and project stakeholders, • Lead client meetings and presentations, • Support or lead business development efforts, including proposals and interviews, • Identify opportunities for repeat business and expanded services Operational & Strategic Contributions • Manage commercial aspects of projects, including fee tracking, forecasting, and additional services, • Support or lead business planning, process improvements, and internal initiatives, • Contribute to leadership development and firm-wide best practices, • Represent G&T professionally in the market and industry Knowledge, Skills, and Experience: • Bachelor’s degree in construction, engineering, finance, or related field, • 5–10+ years of relevant industry experience (level dependent), • 2–5+ years of team leadership experience (level dependent), • Experience managing multiple projects simultaneously, • Strong commercial awareness and financial management skills, • Proficiency in Microsoft Office; Microsoft Project experience preferred, • RICS certification preferred for senior-level candidates, • Excellent written, verbal, and presentation skills Physical Requirements: • Attend weekly project meetings on active construction sites, • In office 4-days a week Core Competencies: • Customer Focus- Building strong customer relationships and delivering customer-centric solutions, • Manages Complexity- Making sense of complex, high-quantity, and sometimes contradictory information, • Cultivates Innovation- Creating new and better ways for the organization to be successful, • Develops Talent- Developing people to meet both their career goals and the organization's goals, • Organizational Savvy- Manoeuvring comfortably through complex policy, process, and people-related organizational dynamics

Senior Controls Engineer - Springfield, NJ A growing automation systems integrator specialising in custom machine building and full systems integration is looking for a Senior Controls Engineer to anchor its engineering team in Springfield, NJ. This is a hands-on technical leadership position suited to an experienced professional who can take complex projects from concept to completion - shaping system architecture, leading the programming effort, and running commissioning, all while coaching less-experienced engineers and acting as a go-to technical advisor for customers. The successful candidate will bring deep practical expertise, sound decision-making when requirements are unclear, and the confidence to lead through influence within a lean, fast-paced team. Key Responsibilities • Technical Leadership: Act as lead engineer on complex, multi-disciplinary builds - owning key architecture decisions, setting the technical direction, and guiding engineers and technicians from initial concept through to commissioning., • Advanced Programming: Design and build PLC, HMI, motion control, robotics, and vision applications across leading platforms such as Allen-Bradley, Siemens, FANUC, UR, Cognex, Keyence, and Beckhoff., • Standards & Best Practice: Create and maintain engineering standards, reusable code libraries, and documentation templates that lift quality and consistency across the project portfolio., • System Integration: Oversee the integration of control systems into existing manufacturing lines, coordinating mechanical, electrical, and software workstreams to deliver efficient, reliable, and maintainable solutions., • Commissioning & Troubleshooting: Lead on-site start-up, system analysis, and advanced fault-finding, resolving the most difficult integration and performance challenges to keep equipment running at its best., • Mentorship & Support: Guide junior and mid-level engineers, run design and code reviews, and provide expert support and training to internal teams, technicians, and customers., • Project Execution: Manage project schedules, budgets, and vendor relationships, controlling scope and change orders to deliver on time and on budget., • Compliance & Safety: Ensure every project meets regulatory requirements and follows strict safety practices, including applicable UL 508A and industrial electrical safety standards. Qualifications • Education: A bachelor's degree in electrical engineering, mechanical engineering, computer science, or a related technical discipline is required., • Experience: At least 8 years in controls engineering, ideally within industrial, manufacturing, systems integration, or custom machine-building settings, with a proven record of running projects independently from concept to commissioning., • Technical Proficiency: Extensive, hands-on PLC programming and configuration skills. Rockwell platform experience is strongly preferred, with Siemens and/or Beckhoff proficiency also valued. A solid grounding in robotics, motion control, vision systems, sensor integration, and data acquisition is essential., • BOM & Documentation: Expert-level handling of structured BOMs and full electrical drawing packages across the complete project lifecycle., • Delivery Track Record: Consistent success delivering on time and on budget in a project-based or job-shop setting, including ownership of change-order processes., • Small-Shop Mindset: Comfortable in a lean, self-directed environment - happy to wear multiple hats and take full ownership of outcomes. Previous experience with an integrator or custom machine builder is a strong advantage., • Communication: Clear, direct communicator with internal teams, customers, and vendors, able to translate complex technical detail for different audiences. What's on Offer • Competitive salary with annual bonus potential and a clear path toward career growth and technical leadership., • A collaborative, low-bureaucracy culture where individual decisions carry real weight., • Exposure to a wide range of industries and machine types - no two projects are alike., • A team that takes pride in craftsmanship, accountability, and continuous improvement. Core Values • Champion the Customer: Build genuine partnerships, do the right thing, and win as a team., • Own It: Take accountability, work the problem, and drive results., • Deliver Excellence: Take pride in the work, bring expertise, and sweat the details., • Spark Innovation: Stay curious, embrace challenges, and keep growing., • Stronger Together: Respect, support, and look out for one another.

COMPENSATION & BENEFITS $120,000 – $140,000 annually, based on experience. • 401(k) plan, • Health insurance, • Dental and vision coverage, • Paid time off, • Career growth opportunity to advance into an Operations Manager or Financial Advisor role This role supports our financial advisors by managing the day-to-day operational and client service functions of the practice, from new account opening through ongoing account servicing, reporting, and compliance recordkeeping. NEW ACCOUNTS & ONBOARDING • Open new accounts in Wealthscape — individual, joint, trust, entity, IRA, Roth, inherited IRA, and 529 registrations, • Route documents through eSignature (DocuSign) and track envelope status to completion, • Review submissions for NIGO items, work Wealthscape requirements and alerts, and follow up with Fidelity service teams until accounts are in good order, • Initiate and monitor ACATS and non-ACATS transfers using the Transfer of Assets tool; track through funding and notify advisors of delays or rejects, • Verify CIP/KYC documentation and establish client records in the CRM, • Enroll clients in Wealthscape Investor, eDelivery, checkwriting, and debit card features ACCOUNT SERVICING & MAINTENANCE • Process address, beneficiary, registration, and standing instruction updates, • Set up and process money movement: EFT/ACH, wires, journals (book-to-book), contributions, distributions, and RMDs, • Handle Roth conversions, 60-day rollovers, and IRA recharacterizations, • Process date-of-death transfers, inherited IRA setups, and account closures, • Complete margin and options agreements; monitor and resolve Reg T and cash account calls, • Serve as day-to-day contact for client service requests, portal access, and login or technical issues, • Support alternative investment paperwork and custody documentation DATA, REPORTING & BILLING • Run and submit advisory fee billing through Wealthscape; verify fee schedules and reconcile fees received, • Assist clients and advisors with statements, trade confirms, and tax forms (1099, 5498, 1099-R) COMPLIANCE & RECORDKEEPING • Maintain books and records in accordance with the firm's written supervisory procedures, • Ensure advisory agreements, Form ADV/CRS delivery, and required disclosures are documented and current, • Support annual compliance reviews, mock audits, and regulatory or custodian requests, • Escalate exceptions, suspicious activity, and senior or vulnerable client concerns to the Chief Compliance Officer PROCESS & SYSTEMS • Build and maintain CRM workflows; keep client and household data accurate, • Document and update standard operating procedures for recurring operational tasks, • Serve as primary liaison with Fidelity Institutional service, relationship, and transition teams, • Support integrations between Wealthscape and firm systems via Integration Xchange, • Identify and implement improvements to reduce turnaround time and error rates QUALIFICATIONS • 3+ years of operations or client service experience supporting financial advisors, • Hands-on experience with Fidelity/NFS Wealthscape strongly preferred, • Proficiency with CRM and portfolio accounting/reporting systems; strong Excel skills, • High attention to detail with the ability to manage multiple time-sensitive requests, • Clear written and verbal communication with clients, advisors, and custodian service teams, • Bachelor's degree preferred Series 7 and Series 66 (or Series 65/63) licenses are a major plus.

About Wall Street Alliance Group Wall Street Alliance Group is a fee-only wealth management firm serving high-net-worth individuals, business owners, and retirement plan sponsors. With over $1.3B in assets under management and a growing client base, we deliver comprehensive financial planning, investment management, and specialized ERISA retirement plan support. We are seeking an experienced Pension Consultant / QKA to strengthen our retirement plan and ERISA service platform as we continue to scale. Role Overview The Pension Consultant / QKA will be responsible for providing high-quality retirement plan administration support and ERISA coordination for corporate retirement plan clients. This role is critical in ensuring accurate plan operations, compliance, contribution reconciliation, and strong client service. The ideal candidate has deep experience in qualified plan administration and thrives in a detail-oriented, client-facing, fiduciary environment. Key ResponsibilitiesERISA Plan Administration & Consulting • Support administration of qualified retirement plans (401(k), profit sharing, cash balance where applicable), • Coordinate plan compliance processes including nondiscrimination testing and annual reporting, • Assist plan sponsors with operational questions and ERISA best practices Contribution & Deferral Reconciliation • Oversee payroll contribution tracking and deferral reconciliation, • Coordinate with recordkeepers and payroll providers to resolve discrepancies, • Ensure timely and accurate deposit monitoring Compliance & Reporting • Support preparation and review of Form 5500 filings and related schedules, • Maintain audit-ready documentation for plan operations, • Ensure adherence to DOL and IRS requirements for qualified plans Client & Advisor Support • Serve as primary retirement plan operations contact for plan sponsors, • Support advisors in integrating retirement plans into broader financial planning, • Participate in client meetings as the ERISA subject matter expert Vendor & Recordkeeper Coordination • Liaise with third-party administrators, custodians, and recordkeepers, • Support plan conversions, onboarding, and provider transitions, • Monitor service standards and issue resolution QualificationsRequired • QKA designation (Qualified 401(k) Administrator) or strong path toward completion, • Good Understanding of Defined Benefit Plan, • 3–7+ years of experience in retirement plan administration or ERISA consulting, • Strong knowledge of qualified plan compliance and operations, • Experience with contribution reconciliation and payroll coordination, • Detail-oriented mindset and strong process discipline Preferred • Experience with Form 5500 preparation and plan testing, • Familiarity with recordkeeping platforms (Empower, Fidelity, Vanguard, Principal, etc.), • Background working with RIAs, retirement consulting firms, or TPAs, • QKA or other advanced credentials a plus, • Experience with working with Financial Advisor to reconcile data from pooled account, • Experience with platform such as NFS, Schwab to pull 401k data Compensation • Total Compensation: $110,000 – $140,000 Compensation will depend on experience, credentials, and leadership potential. Why Join Wall Street Alliance Group • Growing boutique wealth management firm with institutional-quality standards, • Retirement plan services are a strategic growth pillar, • Collaborative, high-performance environment, • Opportunity to expand ERISA platform and take ownership of key client relationships, • Long-term career growth potential within the firm

About Optimize Financial Group Optimize Financial Group is a premier wealth management firm based out of Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions covering financial planning, portfolio management, tax preparation, debt management, and estate planning. Our holistic approach focuses on matching clients' financial and life goals with personalized strategies for success. About the Role We are seeking a grounded, commercially minded Corporate Development Representative to lead our strategic advisor recruitment and practice acquisition efforts across North America. In this role, you will lead high-value, consultative discussions with established Wealth Advisors, Independent Practice Owners, and Advisory Teams considering platform partnerships, succession planning, or transitioning their firm. Rather than running a transactional sales desk, you will manage a structured, multi-meeting acquisition framework. You will serve as a peer to top-tier financial professionals—evaluating advisor practices, navigating payout grids and equity structures, and driving deals from initial discovery through execution without relying on high-pressure sales pitches. Key Responsibilities • Drive Strategic Outreach: Engage high-producing financial advisors, wealth management teams, and independent practice owners across target North American markets., • Execute Consultative Acquisition Funnel: Lead candidates through our structured 4-meeting acquisition framework, conducting discovery, analyzing financial models, and presenting tailored partnership proposals., • Address Transition & Operational Friction: Proactively address friction points surrounding client retention, administrative transfer, compliance, platform integration, and regulatory registration., • Structure Competitive Deals: Collaborate with corporate leadership, transition teams, and legal counsel to craft compelling payout structures, succession arrangements, and growth capital packages., • Maintain Pipeline Momentum: Drive candidate opportunities through the recruitment pipeline with structured follow-up, maintaining accurate CRM tracking and onboarding timelines. What We Are Looking For • Experience: 3–7+ years in financial services wholesaling (external or senior internal), practice management consulting, dealer/custodial business development, or commercial/corporate banking., • Market Knowledge: Solid understanding of wealth management models across North America (including Independent Broker-Dealers, RIAs, CIRO Investment & Mutual Fund Dealers, and Bank-Owned platforms), advisor payout dynamics, and practice valuation mechanics., • Communication Style: Down-to-earth, plain-spoken, and articulate. You build immediate trust with established business owners without using heavy corporate buzzwords or script-bound sales pitches., • Closing Ability: Proven ability to guide sophisticated, pragmatic business owners through complex, multi-stage decisions with patience, tact, and assertive persistence., • Education: Bachelor’s degree in Business, Finance, Economics, or related field (or equivalent practical experience). Relevant industry registrations or designations are a plus. Compensation & Benefits • Competitive Base Salary + Uncapped Performance Incentives: High-earning potential tied directly to acquired assets and revenue onboarded., • Career Path: Clear trajectory into regional corporate development leadership or executive growth roles.

ABOUT JENNER & BLOCK Jenner & Block LLP is a law firm with a fearless reputation and global reach, high-level problem solvers in litigation, government controversies, investigations, regulatory challenges, and complex corporate transactions. With offices in Century City, Chicago, London, Los Angeles, New York, San Francisco, and Washington, DC, the firm represents a wide range of clients, counseling Fortune 100 companies, large privately held corporations, major nonprofits, top universities, private equity investors, and Native American tribes. Consistently recognized as a firm that stands up for its values with its commitment to justice and community service, Jenner has been named the No. 1 pro bono firm 13 times in the United States by The American Lawyer. POSITION SUMMARY: The Primary Team Manager will work closely with the leaders of the firm’s Primary Teams to provide and manage financial insights, handle work allocation and staffing, support client value initiatives, and otherwise support the Primary Teams’ business needs and operations. The Primary Team Manager will support the firm’s strategic, operational, administrative, financial, and talent-management goals alongside the Primary Team and Department Chairs to ensure operational efficiency. They will work with team leadership to develop, drive, and execute the team’s strategic plan. As a trusted advisor to the Primary Team Chairs, the Primary Team Manager is a highly collaborative self-starter, with demonstrated experience, confidence, and professionalism in communicating with partners, management, and timekeepers and staff at all levels of the organization. This role may be filled in any of our US offices. PRIMARY RESPONSIBILITIES: • Collaborate and work closely with other Primary Team Management team members, Primary Team Chairs, Chief Talent and Strategy Officer, partners, and other business operations departments to facilitate the development and relentless execution of Primary Team strategic plans with clear and achievable goals focused on revenue, profitability, headcount, reputation, brand awareness, profile and competitive differentiation Financial Management • Monitor and understand financial performance at the Department and Primary Team levels, including utilization, realization, revenue, profitability, and other performance metrics. Liaise with the finance team to enhance financial reporting and lawyer understanding of same, • Collaborate with Finance and Pricing Team to enhance attorney understanding of client/matter profitability, including broader adoption of matter budgets, value-based fee arrangements, and drive team leverage to enhance profitability, • Identify and address operational issues to support attorney facility of matter management, • Monitor and manage Primary Team expense budgets, including tracking ROI on sponsorships and other business development opportunities Personnel Management & Team Building • Build strong relationships with Primary Team Chairs, partners, associates, and related staff to understand and address the team’s needs, • Collaborate with Career Strategy and Professional Development to: facilitate workflow and evaluate associate capacity and skill development needs for staffing purposes; make recommendations for appropriate actions to improve team associate performance, monitor progress, and execute related action items; support the development of team-tailored training programs; understand the lawyer review process and areas of strength and growth for the lawyers in the teams, • Assist with transition and integration of newly hired lateral lawyers or other lawyers joining the team, • Support the partnership nomination and promotions process, including preparation of candidate materials; assist in managing the partnership candidate pipeline by Primary Team;, • Evaluate primary team expertise gaps/personnel needs on an ongoing basis, identifying gaps in attorney resources and preparing needs analyses to support recruiting efforts, • Ensure that Primary Teams are communicating regularly and effectively on issues relating to practice development, business development, talent management, and financial performance issues Operations Management and Execution of the Firm's Strategic Plan • Track client- and industry-related news and stay abreast of industry trends to help inform and augment the Primary Team’s strategic priorities, • Manage the daily execution of business needs of the assigned Primary Teams, including developing and managing the team’s budget, business plans, establishing a consistent framework for team meetings and communications, supporting firm processes like billing and collections, matter intake and matter type classifications, and support for firm initiatives, • Collaborate regularly across firm departments to continue to drive efficiency, process improvement, and innovation throughout the Primary Teams and across the firm QUALIFICATIONS AND REQUIREMENTS • Bachelor’s degree (required); JD or MBA (preferred);, • A minimum of 4 years’ experience serving as a practicing lawyer or business professional with an emphasis on practice management and operations (required), • Understanding of business operations and proficiency in financial performance metrics and law firm economics, including attorney incentives, staffing dynamics, and overall practice operations, • Strong business acumen and analytical skills; the ability to develop and successfully execute comprehensive project and operational plans from broadly stated objectives, • Proven experience driving continuous improvement and innovation in business operations, technology, infrastructure, and practices in a complex professional services organization, • Excellent interpersonal and relationship-building skills and ability to deal effectively with lawyers and staff at all levels of the organization and to regularly handle sensitive and confidential information, • Advanced proficiency in the Microsoft Office Suite, including specifically Excel, Word, PowerPoint, Project and Visio, • Strong project management and organizational skills, including ability to plan and facilitate at group and individual levels, • Ability to handle a wide variety of responsibilities and work in a fast-paced environment;, • Ability to solve problems and provide solutions, take initiative, and work both independently and collaboratively in high-pressure situations, • Excellent organizational skills, attention to detail, judgment, and oral and written communication skills, • Demonstrated confidence and competence in dealing with individuals in leadership positions, including negotiating and managing conflict, • Strong work ethic, client-service mindset, and desire to lead and achieve a high standard of excellence Disclaimer Additional Duties This job description is intended to provide a general overview of the primary duties and responsibilities for the position. It is not an exhaustive list of all tasks or responsibilities that may be assigned. The role may include additional duties, specialized projects, and other tasks as required. The firm reserves the right to modify or adjust the responsibilities to meet business needs. Physical Requirements Candidates must be able to meet the physical demands of the position, including the ability to commute to the office as required on designated in-office days based on the position. The firm is committed to providing reasonable accommodations in accordance with the Americans with Disabilities Act (ADA) for qualified individuals with disabilities. Eligibility Requirement In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Jenner will not sponsor applicants for work visas for this position. EEO Statement Jenner & Block LLP is an equal opportunity employer. Recruitment and employment decisions are not made on the basis of an individual’s race, color, creed, religion, national origin, ancestry, citizenship status, age, non-disqualifying physical or mental disability or medical condition, genetic information, sexual orientation, sex, gender identity and/or expression, pregnancy, childbirth, breastfeeding or related medical conditions, arrest record, matriculation, personal appearance, political affiliation, marital, parental, veteran, military, or order of protection status, or any other protected status or that of their relatives, friends, or associates. Jenner & Block is proud to offer a competitive total rewards package, including comprehensive health & well-being benefits and 401k profit sharing. The anticipated pay range for this role is $140,000 to $225,000. The actual offered rate for this position will be determined based on several factors, including qualifications and experience, geographic location, education, external market data, and consideration of internal equity.

Tax Manager/Senior Tax Manager – Office Lead Our client is an accounting platform that acquires established CPA practices and gives them the resources, capital, and infrastructure to grow beyond what most independent firms can access on their own. They're seeking a Tax Manager or Senior Tax Manager to serve as principal in charge of an established, well-regarded practice in the West Caldwell area. The practice already has a loyal client base and a team in place, this is a chance to step into real ownership of the business and shape where it goes next. This role is hybrid and based in West Caldwell. Key Responsibilities • Lead the office as principal in charge, owning its clients, quality, delivery, and day-to-day operations, • Manage and develop a team of 4 to 6, supervising work and coaching staff in a collaborative environment, • Review and sign off as the senior technical authority on returns and client deliverables, • Stay hands-on with tax preparation and planning for clients where your expertise matters most, • Own client relationships and serve as the trusted advisor clients rely on through and beyond the transition, • Partner on growth initiatives, integrate AI tools into the practice, and help scale what's working Required Qualifications • CPA preferred; experienced EAs will be considered, • 6-8+ years of public accounting experience including multistate tax work, • Experience leading or mentoring a team, or clear readiness to step into that role, • Comfortable being hands-on through busy season as a true player-coach, • Strong, warm client-facing communication skills, • Tech-forward mindset with genuine interest in how AI is reshaping the accounting industry What's Offered • Performance bonus tied to client retention and office growth, • Access to modern AI-assisted technology that handles the drudgery so you can focus on judgment and clients, • A deliberately sane busy season, • A real seat at the table as the platform continues to scale This is a strong opportunity for an experienced tax professional who's ready to lead, not just execute, and wants to do it inside a firm that's building something genuinely different. For immediate consideration, please contact Gage Plueger or Gatlin Johnson directly. About The Agency Recruiting The Agency Recruiting is a specialized search firm that connects high-performing talent with growth-focused organizations across a diverse range of industries nationwide. Through strategic and confidential recruiting partnerships, we help companies secure the leadership and professional talent that drives long-term success. All career opportunities listed on The Agency Recruiting's official website and official LinkedIn page are verified and deemed credible. Any postings appearing on ancillary job boards or third-party sites are not verified by The Agency Recruiting. Equal Employment Opportunity Statement The Agency Recruiting follows Equal Employment Opportunity (EEO) guidelines and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.

Overview Whistler Partners is representing a fast-growing technology company building a new kind of digital asset trading experience. The business combines real-time investor engagement with trading functionality, creating a platform where users can discover, share, and act on market strategies. As the company continues to scale, it's expanding its legal team to support increasingly sophisticated commercial relationships, strategic transactions, and corporate initiatives. The company is seeking a Senior Corporate & Commercial Counsel to join as its second attorney, reporting directly to the General Counsel. This is an opportunity for a commercially minded lawyer to take meaningful ownership of complex legal work, partner closely with executive leadership, and help shape the legal function of a rapidly growing business. Why This Role? Be the second lawyer in the room, not one of twenty. This is a rare opportunity to join a lean legal team where your work will have a direct impact on how the company operates and grows. You'll work side by side with the General Counsel, lead negotiations on major strategic partnerships, and take primary responsibility for commercial contracts across the business. The role offers significant autonomy without sacrificing access to senior leadership. You'll have a direct line to decision-makers and the opportunity to influence important business initiatives from the legal side. It's particularly compelling for an attorney who enjoys sophisticated transactional work but wants to move beyond executing deals and become a trusted advisor to the business. You'll also play a role in building the legal infrastructure needed to support the company's next stage of growth, from contract templates to negotiation processes and internal workflows. Key Responsibilities • Commercial Contracts: Draft, review, negotiate, and execute complex commercial agreements, including vendor contracts, enterprise licensing agreements, technology agreements, data/API arrangements, and marketing agreements., • Strategic Partnerships: Take the lead on significant partnership negotiations, serving as a primary legal point of contact and helping structure agreements that advance commercial objectives while managing legal risk., • Corporate Governance: Support the General Counsel on general corporate matters, board preparation, subsidiary management, and ongoing governance requirements., • Corporate Transactions: Assist with potential debt and equity financings and other strategic corporate initiatives., • Cross-Functional Advisory: Work closely with Product, Marketing, Operations, Business Development, and Finance teams to address legal questions, support product initiatives, and enable commercial execution., • Legal Operations: Help develop and refine contract templates, negotiation playbooks, approval processes, and other internal legal workflows as the company scales., • Risk Management: Provide practical, business-oriented legal advice that balances legal protection with the need to move quickly in a competitive technology environment. About You • J.D. from an accredited U.S. law school., • Active New York Bar admission in good standing., • 4–8 years of relevant legal experience, with a strong emphasis on commercial contracts and a solid foundation in corporate matters., • Experience at a leading law firm, particularly BigLaw, an in-house legal department at a technology company, or a combination of both., • Demonstrated ability to independently manage complex commercial negotiations from initial drafting through execution., • Strong drafting, negotiation, and issue-spotting skills., • Sound commercial judgment and the ability to distinguish between material legal risks and issues that can be addressed pragmatically., • Confidence working directly with senior executives and stakeholders across different business functions., • A proactive, independent working style and comfort taking ownership in a fast-moving environment., • Strong communication skills and an ability to translate complex legal questions into actionable business advice., • Experience in fintech, financial services, trading platforms, or consumer technology is a plus., • Familiarity with Web3, digital assets, cryptocurrency, or related regulatory considerations is helpful but not required., • Ability to work full-time, on-site in New York City. TL;DR Senior Corporate & Commercial Counsel | New York City | On-Site | 4–8 Years A fast-growing digital asset trading platform is looking for a strong corporate and commercial attorney to become the second lawyer on its legal team. You'll report directly to the General Counsel, lead sophisticated commercial and strategic partnership negotiations, advise business leaders, and support corporate governance and financing matters. The ideal candidate brings strong transactional training, excellent commercial judgment, and the confidence to operate independently. The draw: Real ownership, senior-level exposure, sophisticated commercial work, and the opportunity to help build a legal function at a company entering its next stage of growth. About Whistler Partners Matchmakers, Not Headhunters Whistler Partners is a boutique matchmaking firm focused on counseling the best and the brightest attorneys over the course of their careers. We believe that the right move comes from working closely with talent to curate their long-term career paths. When it comes to career advice, what matters is not the size of the agency but the strength of your individual recruiter. We readily admit that we are elite and only work with the best – after all, a little elitism is okay when it comes to your career. Employers love us because we are picky about whom we represent, and attorneys love us because we get them their dream jobs.

oXya is an independent provider of cloud and managed services, specializing in SAP technical services and cloud solutions. We support midsize and global enterprises in increasing the efficiency, stability, and flexibility of their mission-critical IT systems. Our dedicated teams of experts operate as an extension of our clients’ IT organizations, delivering hands-on technical expertise and long-term partnership. As an independent advisor, we help clients select the most appropriate technical solutions for their business needs — and manage those solutions end-to-end. oXya runs SAP and related systems across a variety of environments, including private cloud, AWS, Microsoft Azure, and Google Cloud, ensuring secure, reliable, and high-performing operations. About the Role As part of our continued growth, we are expanding our capabilities in SAP data modernization and multi-cloud integration. We are looking for an SAP Data Integration Engineer to design, build, and support reliable data integration solutions between SAP systems and modern cloud data platforms. This role sits at the intersection of SAP technology, enterprise data engineering, and cloud architecture. The successful candidate will help clients unlock SAP data for analytics, BI, AI/ML, reporting, and operational use cases while ensuring secure, scalable, and well-governed data flows. KEY RESPONSIBILITIES SAP Data Integration • Design, build, and operate data pipelines connecting SAP systems with cloud and enterprise data platforms., • Work with SAP integration and replication technologies such as SAP SLT, SAP Datasphere, SAP CPI / Integration Suite, SAP BTP connectivity services, and related SAP data tools., • Analyze SAP source systems, including ECC, S/4HANA, BW, ODP, CDS views, ABAP tables, and core business data structures., • Implement secure connectivity patterns using tools and approaches such as SAP Cloud Connector, Private Link, VPN, and cloud-native networking., • Monitor, troubleshoot, and optimize end-to-end data flows across SAP, cloud, and BI/analytics layers. Enterprise Data Engineering • Design, develop, and optimize data models and pipelines on modern cloud data platforms such as BigQuery, Snowflake, Azure Synapse, Amazon Redshift, or equivalent technologies., • Use modern data engineering tools and frameworks such as dbt, Dataform, Airflow, Azure Data Factory, AWS Glue, Fivetran, Kafka, or similar platforms where appropriate., • Apply best practices for performance, cost optimization, reliability, automation, and maintainability., • Support CI/CD and version control practices for data pipelines and integration artifacts. PROJECT/CHANGE MANAGEMENT Architecture, Governance, and Documentation • Contribute to integration architecture across SAP and non-SAP systems, including batch, CDC, streaming, API-based, and event-driven integration patterns., • Define practical ingestion, transformation, and replication strategies aligned with client requirements and operational constraints., • Document technical designs, data flows, lineage, operational procedures, and support handover materials., • Promote sound data governance, data quality, security, and compliance practices when handling client data. Delivery • Support planning, technical decision-making, risk identification, and delivery execution in project-based and managed services environments., • Take ownership of technical topics from design through support, with attention to supportability and operational readiness. COMMUNICATION/PRESENCE • Work closely with SAP Basis, functional teams, cloud architects, BI teams, security teams, project managers, and client stakeholders, including distributed teams., • Operate effectively in client-facing environments, translating business requirements into practical technical solutions., • Serve as a trusted technical advisor to clients, helping stakeholders understand SAP data structures, integration options, governance considerations, and modernization roadmaps., • Actively contribute to pre-sales, solutioning, and client workshops by helping define integration architectures, estimate delivery effort, identify risks, and present technical recommendations to clients and prospects., • Support workshops, solution reviews, technical handovers, and knowledge-sharing sessions., • Mentor and guide team members on SAP data integration, cloud data engineering, and modern integration patterns, strengthening internal expertise and delivery consistency across projects. REQUIRED SKILLS AND TECHNICAL EXPERIENCE • Hands-on experience with at least one SAP data integration or replication technology, such as SAP SLT, SAP Datasphere, SAP CPI / Integration Suite, SAP Data Intelligence, or equivalent SAP integration tooling., • Strong understanding of SAP source systems and data structures, especially ECC and/or S/4HANA., • Strong SQL skills and practical experience with at least one modern cloud data platform, such as BigQuery, Snowflake, Azure Synapse, Amazon Redshift, or equivalent., • Experience designing, building, supporting, or troubleshooting data pipelines in enterprise environments., • Understanding of APIs, REST/SOAP services, event-based integration, message queues, or enterprise integration patterns., • Understanding of governance, security, lineage, and compliance considerations for enterprise data., • Ability to document technical solutions clearly and communicate effectively with both technical and business stakeholders., • Strong analytical mindset, problem-solving skills, ownership, and ability to work across multiple clients and priorities., • Curious, adaptable, and willing to learn across SAP, cloud, and data engineering technologies; structured and quality-focused, with strong attention to documentation. PREFERRED QUALIFICATIONS • 2–3 years of hands-on experience with cloud data engineering or modern data platform delivery., • Experience with orchestration, transformation, or ingestion tools such as Airflow, dbt, Dataform, Azure Data Factory, AWS Glue, Fivetran, Kafka, or similar technologies., • Knowledge of Python for data transformation, automation, scripting, or pipeline support., • Experience with SAP BTP, SAP Cloud Connector, hybrid connectivity, private networking, or cloud security patterns., • Familiarity with ODP, CDS views, ABAP debugging, and SAP functional data areas such as FI/CO, MM, or SD., • Experience in industries such as manufacturing, retail, financial services, or other SAP-intensive sectors., • Awareness of emerging SAP data modernization solutions, including SAP Business Data Cloud, SAP Datasphere evolution, and the SAP-Databricks partnership, with an interest in helping clients leverage these technologies for advanced analytics and AI initiatives., • SAP certification in SAP Datasphere, SAP Integration Suite, SAP BTP, or related SAP technology., • Cloud or data platform certification in GCP (Professional Data Engineer), Microsoft Azure (Azure Data Engineer Associate), AWS, Snowflake, Databricks, or equivalent. EDUCATION/EXPERIENCE REQUIREMENTS • Bachelor’s degree in Computer Science, Information Systems, Engineering, Data Engineering, or a related field preferred. Equivalent professional experience in SAP, data integration, or cloud data engineering will also be considered., • 7+ years of experience in SAP technical, SAP integration, data integration, or enterprise data roles., • Proven experience delivering SAP-to-cloud or SAP-to-enterprise data integration solutions., • Practical experience supporting production-grade data pipelines, including monitoring, troubleshooting, and performance optimization., • Experience working in consulting, managed services, or complex multi-client enterprise environments is preferred. Why Join Us • Work on Mission-Critical SAP Environments: Gain hands-on experience with complex enterprise systems that support global business operations., • Bridge SAP and Modern Cloud Data Platforms: Help clients modernize how they access, move, govern, and use SAP data., • Collaborate with Experienced Experts: Work alongside skilled SAP, cloud, data, and infrastructure professionals who value knowledge sharing and continuous improvement., • Grow Your Career: Develop high-demand expertise across SAP integration, data engineering, cloud platforms, and enterprise architecture., • Shape Next-Generation SAP Data Platforms: Work with emerging technologies such as SAP Business Data Cloud, SAP Datasphere, cloud-native analytics platforms, and AI-ready data architectures. All qualified applicants will receive consideration for employment without regard to race, color, religion, place of origin, ethnic origin, national origin, ancestry, age, sex, sexual orientation, gender identity, transgender status, genetic information, mental or physical disability, marital status, pregnancy, veteran status, or any other characteristic protected by applicable national, state, or local law.

Carney, Sandoe & Associates, an education recruitment firm, is currently seeking Teaching Fellows for the 2027-2028 school year at private and independent schools in the New York City area. Fellowship programs identify aspiring or early career educators (typically recent college graduates) with an interest in day or boarding school teaching experience. Fellowship programs provide individuals with the training, skills, and experience they need to succeed as educators, as well as extensive mentoring and support. Fellowships are available for a variety of teaching subjects. Teaching Fellows will teach in an academic department and fully participate in the residential (if applicable) and co-curricular life of a school. About CS&A: Our free job placement service connects educators with independent and private schools that align with their specific needs and qualifications. By getting to know each candidate personally, we match them with the right opportunities—saving time and ensuring the best match. Our mission is to help educators find roles where they can truly thrive. We have positions nationwide and internationally. Responsibilities of the Teaching Fellow: • Support individual students with skill instruction while observing classes., • Work with a mentor, and participate in a cohort with other fellows to learn new skills and techniques to build your teaching tool kit., • Teach several sections of courses for middle and/or upper school students., • Participate in professional development activities to expand knowledge and skillset as a teacher., • Coach or provide support for extra-curriculars activities., • Chaperone a weekend activity (if applicable)., • May live on campus and supervise/participate in residential life duties (if applicable). Qualifications of the Teaching Fellow: • Bachelor's degree required. 2027 grads welcome!, • Recent graduate with teaching, tutoring, or extra-curricular experience., • Interest to contribute to school community outside of the classroom as an athletic coach, student advisor, student club leader, or otherwise preferred., • Work collaboratively with other teachers., • Excellent verbal and written communication skills., • U.S. Work Authorization required. Potential Benefits: Compensation and benefit packages are competitive but will differ by school and will typically depend on geographic location, your experience, and your level of degree. 💵 Competitive pay 🧠 Professional Development Opportunities ✏️ Classroom Resources 🏥 Medical, dental and vision insurance 😃 401(k) plan – Employer match ⛱️ Paid holidays, vacation and personal time 🏠 Housing (boarding schools only) Carney Sandoe does not discriminate on the basis of physical handicap, sex, race, creed, color, sexual orientation, gender identity, or national or ethnic origin in administration of its services, consulting, events, professional development, or other programs.

The Role We’re hiring a Director to own and scale creator community, ambassador, and gifting programs across multiple brand partners, while also serving as a strategic partner across a portfolio of our highest-value client relationships. You’ll work alongside Devotion’s AI platform, which helps surface the right creators, streamline outreach, and support brand safety checks, freeing you to focus on what matters: building culturally sharp, brand-aligned programs that keep creators coming back, keep our clients confident in every piece of content, and continually improve the impact of their creator investment. This role blends hands-on community and program leadership with senior client partnership and team management. You’ll supervise Account Leads and Associates across your portfolio, setting the standard for client service, program execution, and team development. You’ll become a trusted advisor to leading brands, helping them evolve their creator strategy, identify new opportunities, and deepen their investment in what’s working. What You'll Do Program & Community Leadership • Be the elevated point of contact for client and agency relationships across your brand partners, leading strategy sessions, presenting performance insights, and ensuring programs are consistently aligned with each brand’s goals, • Oversee the facilitation of onboarding for all brand ambassador programs across multiple partners — from creator application and onboarding to ongoing engagement, incentivization, and retention — with support from your Account Leads and Associates on day-to-day operations, • Ensure with your direct team that all partners’ brand safety standards are met by aligning brand-specific parameters for our AI to run comprehensive checks on creators and content, • Set and hit monthly targets for all brand KPIs and performance metrics — including but not limited to creator applications, content volume, CPM, and content quality for every program you own, • Shape community strategy to keep content culturally relevant and aligned with each brand’s voice; you’ll need strong instincts for what’s working on TikTok and Instagram right now, • Work directly with your team and our AI sourcing engine to improve creator targeting, refine brand messaging models, and increase the volume of qualified creators entering each program, • Design and test challenge frameworks and incentive systems that drive participation and long-term creator loyalty, • Collaborate with sourcing, outreach, strategy, product, and engineering to strengthen both our community playbook and the AI systems that power it Client Strategy & Partnership • Own and manage relationships with a portfolio of 8–12 high-value accounts, serving as the primary strategic advisor and trusted partner to senior decision-makers, • Deepen client partnerships by identifying opportunities to improve existing programs, introduce new capabilities, and expand Devotion’s role across the organization, • Conduct regular business reviews and strategic planning sessions with key stakeholders, building strong relationships across departments and business units and understanding how creator marketing fits into their broader priorities, • Use program performance, cultural insights, and a deep understanding of each client’s business to recommend where they should invest next and build the case for expanding successful programs, • Maintain and report on account KPIs, budgets, and overall program health on a campaign, monthly, quarterly, and yearly basis across multiple accounts Cross-Functional & Team Leadership • Directly supervise Account Leads and Associates across your portfolio, providing clear direction, coaching, feedback, and accountability, • Ensure your team is executing programs at a consistently high standard across client communication, creator management, reporting, and day-to-day delivery, • Develop Account Leads and Associates into stronger operators and client partners, helping them take on increasing levels of ownership over time, • Partner with leadership to address key business challenges, provide data-driven insights, and deliver actionable recommendations, • Partner closely with Customer and Engineering teams to ensure a seamless client experience — advocating for client needs internally while informing product roadmap and feature prioritization Who You Are • 7+ years of experience in creator marketing, community operations, influencer programs, brand partnerships, or related disciplines at a brand, agency, or platform — including experience managing senior stakeholders, budgets, agency or partner relationships, and the growth of major creator programs, • You’ve built and led a brand ambassador program, creator community, or large-scale gifting program. You know the pain of tracking hundreds of shipments, chasing creators for posts, and figuring out why conversion dropped this month, • You have experience managing and developing junior and mid-level team members, ideally including account managers, associates, or program leads, • Proven track record of growing the scale, scope, or impact of creator programs, ideally within or for enterprise and Fortune 500 brands, • Strong instincts for culture, content trends, and what motivates creators to actually post — not just accept free product, • Highly organized and systems-minded: you build processes, not just relationships, and are comfortable managing multiple fast-moving programs simultaneously without dropping balls, • Clear communicator and leader who can work across teams including strategy, product, and engineering, translate insights into operational improvements, and present to senior stakeholders and executives with strong executive presence, • Strong analytical and strategic thinking skills, with the ability to translate complex business needs into actionable solutions, • Outstanding presentation and stakeholder-management skills, with experience navigating complex enterprise organizations, budgets, procurement processes, and senior leadership, • You lean into AI and new tools rather than away from them — you’re excited about using technology and agents to operate at a scale that would be impossible manually Why This Role is Different You’ll operate programs at a scale that traditional agencies can’t touch, with AI-powered tools handling the parts that used to require teams of ten, while you focus on the strategy, creativity, relationships, leadership, and judgment that actually make creator programs work. We’re building the infrastructure to “scale intimacy,” and this role sits at the center of that: helping leading brands rethink how creator marketing can work, developing the team responsible for delivering those programs, identifying opportunities to scale what’s successful, and maintaining a deep understanding of each client’s industry and competitive landscape. If you’ve spent your career in creator marketing wishing programs could move faster, operate at greater scale, and give brands better visibility into what’s actually working, this is an opportunity to help build the model you’ve always wanted to work with. These programs have already generated tens of millions of impressions. Your job is to make them smarter, stronger, and more valuable to both brands and creators as they grow.

SUMMARY: Belkin Burden Goldman LLP, a highly regarded NYC real estate law firm, is seeking a Senior Associate or Non-Equity Partner with 7+ years of sophisticated commercial leasing experience to join our growing transactional real estate practice. This role is ideal for an attorney who can independently manage sophisticated leasing transactions, serve as the primary point of contact for clients, and provide practical, business-oriented legal advice throughout all phases of a transaction. Candidates should possess substantial experience drafting and negotiating complex commercial leases across a variety of asset classes and be comfortable managing matters with limited supervision. Experience with acquisitions, dispositions, and financing transactions is a plus. A portable book of business is welcomed but not required. This is an opportunity to join a highly regarded NYC real estate boutique law firm with a deep bench, a collaborative culture, and a strong industry presence. Attorneys will work directly with sophisticated real estate owners, developers, investors, and commercial tenants on transactions throughout New York and nationally. We offer competitive compensation and benefits, including a hybrid in-office schedule and Summer Hours. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Draft and negotiate sophisticated commercial leases for both landlord and tenant clients, including retail, office, industrial, restaurant, healthcare, and specialty-use leases throughout New York and nationally., • Manage transactions from initial term sheet through execution, including coordination with counterparties, brokers, consultants, lenders, and internal stakeholders., • Advise clients on key leasing issues, including operating expenses, construction and build-out, use restrictions, defaults and remedies, assignment and subletting, guaranties, casualty, condemnation, and risk allocation., • Independently manage client relationships and serve as a trusted advisor throughout the life cycle of a transaction., • Supervise and mentor junior attorneys, paralegals, and support staff, as appropriate., • Manage multiple transactions simultaneously while maintaining responsiveness, efficiency, and attention to detail., • Collaborate with partners and team members to deliver exceptional client service and maintain high-quality work product., • Participate in business development, marketing, and client relationship initiatives., • Adhere to all firm policies and procedures., • Perform such other duties as may be assigned. KNOWLEDGE, SKILLS, AND ABILIITIES REQUIRED: • J.D. from an accredited U.S. law school with strong academic credentials., • Active New York State Bar admission in good standing., • 7+ years of sophisticated commercial leasing experience, including substantial experience independently drafting, negotiating, and managing transactions from inception through execution., • Significant experience representing landlords and/or tenants across multiple asset classes., • Demonstrated ability to independently manage sophisticated client matters with limited supervision., • Exposure to national leasing transactions preferred., • Experience with acquisitions, dispositions, financing transactions, and general transactional real estate matters is a plus., • Strong drafting, negotiation, analytical, and problem-solving skills., • Excellent interpersonal, oral, and written communication skills., • Ability to manage competing priorities and multiple deadlines in a fast-paced environment., • Demonstrated ability to develop and maintain client relationships., • Interest in and aptitude for business development., • Collaborative and entrepreneurial mindset with a strong sense of ownership and accountability., • Proficiency with Microsoft Office and legal technology platforms., • Portable book of business is welcomed, but not required., • Candidates with a significant portable practice, demonstrated business development success, or exceptional qualifications may be considered for a Non-Equity Partner title. Why BBG? At BBG, we believe in empowering our attorneys with the tools, flexibility, and support they need to thrive. We offer a competitive compensation package and a culture that values professional growth, work-life balance, and long-term career development. Our benefits include: • Hybrid Work Schedule: Work remotely 2 days per week, plus 2 additional remote weeks annually., • Summer Fridays, • Pre-Tax Commuter Benefits, • Comprehensive Medical Insurance with Firm Participation, • 401(k) Plan with 10% Firm Match, • CLE Offerings and Professional Development Support, • Collaborative, Collegial Culture *Benefits are subject to change based on firm needs. Compensation and title will be dependent on several factors including but not limited to years of experience involving these roles and responsibilities, portable book of business, years of experience within the industry, education, etc. Exceptional candidates may be considered for a Non-Equity Partner title and compensation above the stated range where appropriate. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities, or requirements. Belkin Burden Goldman LLP is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, creed, color, religion, national origin, citizenship status, sex, pregnancy, reproductive health decisions, sexual orientation, gender identity or expression, age, disability, marital status, military status, veteran status, arrest or conviction record, credit history, caregiver status, domestic violence victim status, or any other characteristic protected by applicable federal, state, or local law. Applicants who require a reasonable accommodation during the recruiting or hiring process should notify the Firm so that appropriate arrangements may be made.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience, • Build personalized, holistic financial plans tailored to every client’s unique needs, • Manage your client’s financial plans to help them achieve their goals, • Grow relationships with clients to support them through every stage of life On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits • Performance-based earnings and revenue1:, • Average advisor annual earnings of $61K-$119K (based on 2018-2024 company average for representatives in the first 3 years)Top 25% advisor annual earnings of $137K-$250K (based on 2018-2024 company data for top quartile advisors in the first 3 years)Additional income structure to support training and early development, • Renewal income earned for continued client support and policy management, • Bonus programs and expense allowances, • Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more, • Certified Financial Planner® licensing support2, • Fully company-funded retirement package and pension plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Parental benefits at every stage of family planning You could be right for this opportunity if you have: • Bachelor’s degree, • Entrepreneurial ambitions to be a business owner, • History of success in relationship-building or client-facing roles, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Proficient critical thinking skills, • Strong communicator, • Strong sense of motivation and drive, • Legal authorization to work in the US without sponsorship About Northwestern Mutual For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: • Top 5 US Independent Broker-Dealers4, • Unsurpassed financial strength with total company assets of $366 billion5, • Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management, • Fortune 500® company (June 2024), • Forbes’ Best Employers for Diversity (2023), • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023), • 2024 Training APEX Award winner

Financial Advisor Track | The Tri-Harbor Financial Group - NYC We are currently looking to add 2–3 highly motivated individuals to our team at The Tri-Harbor Financial Group in NYC. Whether you're an experienced professional seeking a new challenge or a successful career changer looking for greater ownership over your future, we'd love to connect. This opportunity is designed for individuals with a strong work ethic, an entrepreneurial mindset, and a genuine desire to help others while building a rewarding and meaningful career. You'll work directly with Andrew Feigenbaum as your Director and Mentor, receiving hands-on coaching, training, and support as you develop your practice and grow professionally. If you're driven, coachable, and excited by the opportunity to build a successful business while making a positive impact in people's lives, we encourage you to apply. As a Financial Advisor, you will develop new client relationships and provide ongoing guidance to individuals, families, and businesses through a diverse portfolio of financial solutions, including financial planning, investment management, insurance, and wealth management services for high-net-worth clients. As the primary point of contact for your clients, you will have access to an experienced team of financial and investment specialists, as well as dedicated office support, to help deliver exceptional service and customized financial solutions. Training & Development No prior financial services experience is required. Many of our most successful advisors came from careers outside of financial services. We provide comprehensive training and ongoing professional development. The Training & Development Program includes a three-week training class where you will be introduced to our portfolio of financial products and services and learn effective strategies and practices for early success. Following training, you'll work closely with Andrew as your Director and Mentor. In addition to ongoing coaching, accountability and support, Andrew will personally introduce you to many of the top advisors in the system so you can learn from their experience, collaborate with them, and accelerate your growth. Desired Skills and Experience: · Bachelor's degree preferred; successful career changers are encouraged to apply · Analytical thinking skills and the ability to assess client needs · Excellent verbal and written communication skills · Effective sales, presentation, and customer service skills · Good organization and time management skills · Strong interpersonal skills We want individuals with different backgrounds and work experience, including but not limited to: · Financial management, investments, insurance, and financial services · Executive leadership · Sales, business development, or relationship management · Athletics or competitive sports · Military service · Real estate Compensation is commission-based plus: · Bonus Programs (especially in early development) · Renewable income opportunities beginning in the second year · Expense allowance, training allowance, various stipends · Sponsorship of Licensing/Credentialing (Series 6/7, 63, SIE, Life Accident and Health, CFP, CFA, CLU, ChFC, RICP and others) · Retirement Package and Pension Plan · Medical, Dental, Vision, Life Insurance, Disability Income Insurance and Family Planning (Average annual earnings during an advisor's first four years are $137,000/yr. Advisors with five or more years of experience earn an average of $618,000 annually.) About Northwestern Mutual: Northwestern Mutual has been helping individuals, families, and businesses achieve financial security for over 170 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 100 company with over $627 billion in assets under management and $41 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide. · Fortune’s 2022 “World’s Most Admired Companies” · Top 10 U.S. Independent Broker-Dealer · Top 125 Companies for Training & Development · Named one of the “50 Best Places to Launch a Career” by Business Week Magazine About Andrew Feigenbaum: Andrew Feigenbaum is a Growth & Development Director and Financial Advisor at The Tri-Harbor Financial Group and a proud career changer himself. Before joining Northwestern Mutual, Andrew spent 16 years in the music industry, where he developed a passion for building relationships, helping others succeed, and creating opportunities for growth. Seeking a career that would allow him to make a more meaningful impact on people's lives while enjoying greater flexibility and work-life balance, Andrew transitioned to financial services and has never looked back Born and raised in New Rochelle, NY, Andrew now lives nearby with his family and remains deeply connected to the local community and University of Wisconsin alumni (Go Badgers!). As a Director and Mentor, he has helped dozens of advisors launch and grow successful practices, many of whom came from backgrounds outside of financial services. Andrew believes that character, work ethic, coachability, and a genuine desire to help others are far more important than industry experience. Known for his hands-on leadership style, Andrew is committed to being available for his team every step of the way. Whether it's helping advisors navigate challenges, develop new skills, meet prospective clients, or build confidence in their business, he takes pride in providing the support, coaching, and accountability needed for long-term success. His goal is simple: help motivated individuals build rewarding careers while making a meaningful difference in the lives of their clients and their families. We are seeking a small number of motivated individuals who are committed to personal growth, professional excellence, and making a positive impact. If that sounds like you, we'd welcome the opportunity to connect, learn more about your goals, and discuss whether The Tri-Harbor Financial Group may be the right fit for your next career move. Check out this video for more on Training & Development: https://careers.northwesternmutual.com/training-development-introduction/

About Cassidy Cassidy is an innovative no-code platform enabling businesses to create custom AI assistants that automate complex workflows. Our mission is to make AI accessible, powerful, and practical for every business user. We’re looking for a motivated and analytically minded AI Solutions Consultant to join our growing team. You’ll play a critical role in helping customers succeed on Cassidy by guiding them through implementations, modeling solutions, and troubleshooting complex workflows. This is a unique opportunity to combine technical problem-solving with customer-facing work, while shaping the future of AI adoption at a fast-growing company. About the Role As a Technical AI Solutions Consultant, you’ll become an expert on Cassidy’s platform, customers, and use cases. You'll act as a trusted advisor, diagnosing issues, designing workflows, and enabling customers to unlock the full potential of AI. You’ll collaborate closely with Go-to-Market, Product, and Engineering teams to surface insights from customer engagements and influence product direction. This role is ideal for someone with a consulting, technical pre-sales, customer success/implementation, or customer-facing software engineering background who enjoys solving problems in real-time with clients and wants to grow at the intersection of AI, SaaS, and customer success. Responsibilities • Master Cassidy’s Platform: Develop deep expertise in our capabilities, use cases, and best practices., • Partner with Customers: Lead technical discovery, troubleshoot workflows, and guide customers through design and implementation., • Drive Enablement: Build sample workflows and AI assistants to demonstrate concepts; educate customers so they can scale independently., • Influence Product: Identify patterns in customer challenges, propose feature enhancements, and act as the customer’s voice within Cassidy., • Collaborate Cross-Functionally: Work with Sales, Product, Engineering, and Customer Success to deliver seamless customer experiences. Who You Are • 2-6 years of experience in one or more of the following: Software engineering with direct customer-facing exposure (e.g., supporting integrations, APIs, or technical onboarding), Management or technology consulting (process optimization, systems integration, or digital transformation), technical pre-sales or sales engineering at a SaaS company, implementation or technical success for a SaaS platform, • Strong analytical and problem-solving skills with the ability to diagnose issues quickly and design scalable solutions., • Excellent communicator who can distill technical concepts for both technical and business stakeholders., • Passion for AI, automation, and empowering customers with new technology., • Thrive in a fast-paced, high-growth environment where ambiguity is the norm., • Based in NYC (this is an in-person role)., • Must have work authorization in the US (no visa sponsorship available). Benefits • Competitive pay and significant equity in a well-capitalized company, • Unlimited PTO, • Medical and dental insurance, • High-transparency, high-autonomy team environment, • Opportunity for rapid career growth as Cassidy continues to scale

Wealth Advisor — Presenter & Business Development Wall Street Alliance Group | Independent Wealth Management Firm Wall Street Alliance Group is seeking a confident presenter and relationship-driven sales professional to help grow our high net worth client base, with a particular focus on physicians and business owners. We are one of Osaic’s fastest growing branch offices, with approximately $1.5 billion in assets under management as of September 26, 2026. Our firm provides comprehensive financial planning, investment management, tax planning, estate planning coordination, and retirement plan strategies. This role is ideal for someone who can engage an audience, build trust with prospective clients, and guide them from an initial conversation through the decision to join our firm. You will work closely with our financial planning team to present tailored recommendations and explain the value of a comprehensive advisory relationship. This position requires travel to conferences, seminars, and client events, as well as evening hours for presentations, prospect meetings, and follow-ups. Some weekend attendance is also required based on event schedules. Key Responsibilities • Deliver engaging educational presentations to physicians and other high net worth professionals at conferences, seminars, association events, and webinars., • Meet with prospective clients to understand their financial goals, concerns, and planning needs., • Present financial plans prepared with our planning team and clearly explain recommendations, services, fees, and next steps., • Manage prospect follow-ups consistently, answer questions, address concerns, and guide prospects toward engagement., • Develop relationships with physician associations, professional organizations, and referral partners., • Travel to networking events and represent Wall Street Alliance Group professionally., • Conduct evening presentations and prospect meetings to accommodate clients’ schedules., • Coordinate with wealth advisors, financial planners, tax specialists, and estate planning professionals on complex prospect situations., • Maintain accurate prospect records, meeting notes, and follow-up activities in the firm’s CRM., • Help transition new clients to the onboarding and service teams., • Meet agreed-upon business development goals while following firm compliance requirements. Qualifications • Experience in wealth management, financial advisory sales, or business development serving high net worth clients., • Series 7 required, • Excellent public speaking and presentation skills, with the ability to explain financial concepts clearly., • Demonstrated success building relationships, managing follow-ups, and converting qualified prospects into clients., • Working knowledge of investment management, retirement planning, estate planning, and tax planning., • Strong interpersonal skills, professional judgment, and attention to detail., • Ability and willingness to travel and work evening hours, with occasional weekend commitments., • CFP® designation preferred., • Relevant securities registrations and advisory licenses, or the ability to obtain those required for the role., • Experience working with physicians, medical practices, or professional associations is a plus. Compensation and Benefits • Base salary of $150,000–$200,000, depending on experience, plus bonus., • 401(k) plan., • Health insurance., • Paid time off., • Career growth opportunities within a growing wealth management firm. We are looking for someone who combines strong presentation skills with thoughtful follow-through and a commitment to helping clients make informed financial decisions.

TITLE: Senior Manager, Revenue Recognition DEPARTMENT: Finance REPORTING TO: VP, Revenue/Order to Cash OFFICE LOCATION: New York, NY ROLE TYPE: Hybrid, Full Time IPC is a global fintech company that puts people at the center of innovation. With a strong global footprint, we empower financial institutions and capital markets with advanced cloud-based trading communications and managed connectivity solutions. Through our portfolio of communications and connectivity solutions, we focus on solving business challenges and adapting to regulatory changes in the fast-paced global financial markets. This enables our clients to maintain consistent market access, a strong competitive advantage, and enhanced operational efficiency. Join a team that is dedicated to delivering groundbreaking products and making a significant impact on our clients' success. _ Overview of the Team The accounting team is made up of individuals in the United States, Madrid, Spain and Kuala Lumper, Malaysia. The revenue team performs the accounting related to the Company’s customer contracts. The Senior Manager, Revenue Recognition will oversee the revenue accountants and review large customer contracts to ensure proper accounting in accordance with GAAP. Role Overview: The Senior Manager, Revenue Recognition will lead a team of revenue accounting professionals across a globally distributed accounting organization. This role serves as IPC’s hands-on ASC 606 subject matter expert, ensuring revenue is recognized accurately, consistently, and in accordance with U.S. GAAP while supporting IPC’s continued evolution toward SaaS and subscription-based business models. As a senior member of the Accounting team, this individual will be expected to bring strong technical judgment, operational discipline, and cross-functional leadership to complex revenue matters, internal controls, month-end close, audits, and business transformation initiatives. The ideal candidate is a hands-on builder who is comfortable getting into the details, strengthening processes and controls, solving problems directly, and developing a high-performing team. They must be adaptable, coachable, and able to partner effectively across all levels of the organization, from revenue accountants to executive leadership. Key Responsibilities: • Lead, develop, and scale a global team of revenue accounting professionals, fostering accountability, technical excellence, continuous improvement, and career growth., • Own the end-to-end revenue recognition function, including ASC 606 policy application, revenue close activities, governance, controls, audit support, and cross-functional advisory work., • Serve as IPC’s hands-on ASC 606 subject matter expert, advising Finance, Sales, Legal, and senior leadership on complex revenue recognition matters., • Review complex customer contracts, multi-element arrangements, reseller agreements, and non-standard transactions to assess revenue accounting implications., • Build and enhance scalable revenue accounting processes, systems, and controls that support recurring revenue, SaaS business models, business growth, and audit readiness., • Oversee monthly, quarterly, and annual revenue close activities in accordance with U.S. GAAP, ensuring accuracy, consistency, and timely reporting., • Partner with FP&A, Commercial Operations, Sales, Legal, and Product teams on the accounting impact of pricing strategies, new products, commercial initiatives, and evolving revenue streams., • Drive process optimization, automation, and system improvements across the revenue accounting function, including Oracle RMCS., • Provide revenue insights and analysis to support business performance, executive decision-making, and strategic initiatives., • Lead change initiatives, acquisitions-related work, system implementations, and transformation projects that improve the efficiency and effectiveness of the revenue accounting organization., • Operate as a hands-on builder who can get into the details, solve problems directly, remove roadblocks, and lead by example. How You Will Make an Impact: • Serve as a key advisor to Finance leadership and executive management on complex revenue recognition matters and strategic commercial initiatives., • Ensure revenue is recognized accurately, consistently, and in full compliance with ASC 606 and U.S. GAAP across a growing global organization., • Drive the modernization and automation of revenue accounting processes, improving efficiency, scalability, and reporting accuracy., • Strengthen revenue governance and internal controls to support sustainable growth and audit readiness., • Deliver actionable revenue and profitability insights that influence executive decision making and support business performance., • Develop and retain top accounting talent while building a scalable global revenue accounting organization., • Enable IPC's continued transformation toward SaaS and recurring revenue models through strong financial leadership and process innovation. Essential Skills and Experience to be Successful in this Role: • 10+ years of progressive accounting experience, including significant revenue recognition experience in public accounting and/or multinational organizations., • 3–5+ years of people leadership experience managing accounting or revenue accounting teams, ideally across multiple locations., • Deep, hands-on ASC 606 expertise, with experience supporting SaaS, subscription, managed services, multi-element arrangements, and complex customer contracts., • Strong knowledge of U.S. GAAP, financial reporting, audit requirements, revenue close processes, and revenue-related internal controls., • Experience reviewing complex contracts and commercial arrangements to assess revenue accounting implications., • Demonstrated ability to build or transform revenue accounting processes, controls, and operating rhythms in a high-growth or fast-changing environment., • Proven ability to influence across all levels of the organization, partner cross-functionally, and communicate effectively with senior stakeholders., • Hands-on, adaptable leader with a builder mindset, strong analytical judgment, and the ability to lead through ambiguity and change., • Experience with Oracle RMCS or comparable revenue recognition systems., • Bachelor’s degree in Accounting, Finance, or a related field; CPA or equivalent professional accounting qualification preferred. Desired Skills and Experience: • Private equity-backed company experience, with exposure to transformation, scalability, operational discipline, and value creation., • Experience leading revenue accounting transformation, including SaaS transitions, process redesign, controls enhancement, or automation., • Experience supporting M&A, business integrations, system implementations, or new product launches., • Oracle RMCS, financial automation, multinational revenue accounting, or global statutory reporting experience., • Success building high-performing global teams and presenting accounting matters to executive leadership or audit committees., • Fintech, technology, telecommunications, recurring revenue, or SaaS industry experience. What’s in It for You? At IPC, your compensation is only part of the package. We are committed to investing in a range of programs and initiatives to improve the overall experience of our employees. In addition to a collaborative, high-performing team environment, we’re pleased to offer benefits including: • Competitive Base Salaries, • Medical, Dental and Vision, • 100% Employer Paid Short/Long Term Disability, AD&D and Life Insurance Coverage, • Limited & HealthCare Flexible Spending Accounts, • Dependent Care Flexible Spending Account, • Health Savings Accounts with Employer Contributions, • Pet Insurance, • Legal Insurance, • Critical Illness, Hospital Indemnity and Accident Coverage, • Commuter Benefits, • Medicare Services Education program, • Financial Wellness Account Fiduciary and Training, • Identity Theft Insurance, • 401(k) and Roth plan with matching contributions, • Flexible PTO, Sick Pay and Public Holidays, • Additional Time off for Charity Work and Volunteering, • Tuition Reimbursement, • Certification Bonus Program, • Access to “IPC University” our Internal E-Learning Platform, • Structured Onboarding Training and Peer Mentor Support, • Parental Leave Policy, • Free Mental Health Wellness Programs, Tools, Coaching and Free therapy sessions, • Employee Referral Scheme Further information about your benefits will be provided during your onboarding process. Additional Information: At IPC, we believe that hybrid working creates an inclusive, flexible environment where employees can perform at their best, and teams can collaborate, innovate, and celebrate successes together. We spend around 60% of our time in the office and around 40% of our time working remotely. Some employees may be required to work from the office or client sites more than 60% of the time, if required by their role and/or client needs. Your precise work schedule will be determined by you and your Line Manager before commencement of employment with IPC. You can explore more about our culture, offerings and commitment on and . IPC’s Work Culture: The IPC work culture is one that fosters inclusion, prioritizes innovation, and maximizes potential. We are a global ecosystem, full of diverse people that together made IPC what it is today. Our strength as an organization is the sum of our different backgrounds, perspectives, skills and geographies; supported by an ironclad commitment to constructive dialogue and open-mindedness. We live and breathe our commitment to innovation by embracing bold ideas, seizing new opportunities and striving for excellence. Our people have continued to deliver ground-breaking solutions to our clients for over 50 years.

Experienced Financial Professional Take your career further with the backing of a Fortune 100 industry leader. At New York Life, you build your business on a foundation of strength, stability, and a legacy of financial leadership. As the largest mutual life insurance company in the United States¹—with top financial strength ratings² and a long-standing presence in MDRT³—we provide the resources, brand credibility, and flexibility to grow on your terms. Whether you’re an established financial professional⁎ seeking more independence or exploring your next chapter, New York Life offers a new path forward. Here, you can transition your expertise into a business you own, supported by a company invested in your long-term success. You’ll benefit from: • A highly respected brand that opens doors and builds client trust, • Financial strength and stability that support long-term client relationships, • Access to a broad portfolio of solutions to meet diverse client needs, • Ongoing training, development, and a collaborative support network At New York Life, you can redefine your career with purpose, ownership, and the strength of a company built to last. What You’ll Do • Develop and expand your own book of business through new client acquisition, • Build relationships and guide clients through key financial decisions (retirement, protection, education planning), • Offer tailored solutions across insurance and financial products, • Grow your knowledge and skills through specialized training and professional development What Sets This Role Apart • Training & Development: Structured onboarding, licensing support, and ongoing coaching, plus reimbursement opportunities for professional designations through The American College., • Tools to Grow Your Business: Proven sales, prospecting, and marketing resources to help you attract, engage, and retain clients., • Comprehensive Solutions: A full suite of offerings—including life insurance, annuities, long-term care, disability income insurance, and investment products such as mutual funds⁴ through NYLIFE Securities LLC (Member FINRA/SIPC)—to meet diverse client needs., • Flexible Career Path: Specialize in key areas, pursue leadership, or expand into advisory services with Eagle Strategies LLC.⁵, • Autonomy: Work from a New York Life office or an independent location and build your brand under New York Life or your own DBA. Growth & Specialization: Build expertise through structured learning paths in areas such as retirement planning,⁶ wealth advisory,⁷ estate planning, and business solutions. • Advanced Case Support: Access specialized guidance for complex and high-net-worth planning strategies., • Performance Rewards: Competitive, performance-based incentives and recognition opportunities. Peer Network: Collaborate through mentorship programs, study groups, and a strong community of experienced professionals. Compensation & Benefits • You have the power to determine your own income with our commission-based compensation, • In 2024, the average income of our financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555.⁸ Individual agent performance will determine your income., • Benefits for eligible full-time agents include medical, dental, life and long-term disability coverages, 401(k), and pension.⁹ For more information about commission-based income and benefits for financial professionals, please follow this link: _ Take the Next Step If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation. About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. We’re proud to be recognized by the following organizations:¹⁰ • Fortune (2026): World’s Most Admired Companies, • Handshake (2026): Early Talent Award, • Seramount (2025): 100 Best Companies for Workplace Programs The results we’ve delivered for our clients¹¹ include: • 5 million policyowners protected, • $1 billion in lifetime annuity income paid, • $7.8 billion in living benefits awarded (dividends not guaranteed), • $1.2 trillion in life insurance protection in force¹², • #1 largest mutual insurer in the U.S.¹³ *The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract. ¹Based on revenue as reported by Fortune magazine June/July 2025 ²Source: Individual Third-Party Rating Reports (as of 6/19/2025). The financial strength ratings do not apply to any investment products as they are subject to market risks and fluctuate in value. ³MDRT, 2025. _, The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. ⁴Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life subsidiary. ⁵Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. ⁶Retirement Planning specialization: Must be a Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a New York Life Company. ⁷Wealth Advisory specialization: Must be a Financial Advisor affiliated with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. ⁸Based on 2024 company data for 8,136 agents operating under our N9 and N8 Agents Contracts, without persistency bonus, who were active as of December 31, 2024. N9 contracts were issued to new financial professionals from April 2004 through February 2026. N8 contracts were issued to new financial professionals prior to April 2004. N10 is the current contract for new financial professionals beginning March 2026. Contracts determine your compensation and benefits. New York Life reserves the right to amend agent contracts, in whole or in part, at any time. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Not all debits are included in the average income figures above. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied, except that Agents operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full-time agent’s contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period. ⁹This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Eligibility requirements and plan provisions vary by contract type and production levels. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The Company reserves the right to amend or terminate the benefit plans described herein at any time and for any reason. ¹⁰A full list of our awards is available here: _. ¹¹Figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2025. ¹²Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,264.5 billion at December 31, 2025 (including $193.7 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company’s total surplus that is available, following each year’s operations, for distribution in the form of dividends. Dividends are not guaranteed. Intercompany transactions have been eliminated in consolidation. ¹³Based on revenue as reported by Fortune magazine June/July 2025. (New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity) New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply SMRU 8932570 (Exp. 06/30/2027)

Will, Trust & Estate Planning Coordinator Wall Street Alliance Group Salary: $80,000–$110,000 annually, depending on experience About Wall Street Alliance Group Wall Street Alliance Group (WSAG) is one of Osaic’s fastest-growing branches, with approximately $1.5 billion in assets under management as of September 15, 2026. We are a fiduciary wealth management firm specializing in comprehensive financial planning for physicians, dentists, and high-net-worth families. Our services include investment management, retirement planning, tax planning strategies, and estate planning coordination. We work closely with clients and their attorneys to turn planning recommendations into completed actions. We value initiative, accountability, thoughtful client service, and continuous learning while supporting work-life balance. About the Role We are seeking a highly organized, detail-oriented, and self-motivated Estate Planning Coordinator to coordinate clients’ will and trust planning from start to finish. You will serve as the central point of coordination among clients, attorneys, financial advisors, and our operations team. The ideal candidate takes ownership, thinks critically, follows through consistently, and keeps cases moving without ongoing reminders or micromanagement. Patience, persistence, and a willingness to learn are essential. Key Responsibilities • Own the process from A to Z: Coordinate each case from attorney onboarding through document completion and applicable estate planning funding., • Onboard new clients with the attorney, coordinate introductions, and help gather required information and documents., • Schedule meetings among clients, attorneys, and financial advisors, including initial consultations, draft reviews, signing appointments, and funding calls., • Attend draft review calls and funding calls, document action items, and track responsibilities and deadlines., • Follow up with clients after attorney meetings to ensure outstanding questions, decisions, documents, and signatures are addressed., • Coordinate document signing and execution logistics according to the attorney’s instructions., • Work closely with the operations team to ensure applicable trust funding, account registration, asset transfer, and beneficiary-related tasks are completed in accordance with the estate plan and professional guidance., • Track funding progress and obtain confirmation of completion from the responsible parties., • Maintain accurate client records, meeting notes, case status updates, and follow-up tasks in the firm’s CRM., • Proactively identify delays and take initiative to resolve obstacles so nothing falls through the cracks., • Request feedback and direction from financial advisors when a case is not moving forward, and coordinate a clear plan for next steps., • Keep advisors informed of progress, unresolved items, and issues requiring their involvement., • Learn new technology and help improve workflows, reminders, and tracking systems., • Protect confidential client information and maintain professional communication throughout the process. Qualifications & Qualities • Exceptional organizational skills and strong attention to detail., • Ability to multitask and manage multiple client cases, deadlines, and follow-ups., • Self-motivated and accountable, with the ability to work independently., • Strong initiative and consistent follow-through., • Clear written and verbal communication skills., • Patience and professionalism when guiding clients through unfamiliar or sensitive matters., • Critical thinking, sound judgment, and practical problem-solving skills., • Willingness to learn about wills, revocable and irrevocable trusts, estate planning terminology, and trust funding procedures., • Comfort learning CRM systems, scheduling platforms, and new technology., • Experience in client service, financial services, legal administration, or project coordination is helpful. Estate planning or paralegal experience is a plus. Compensation, Benefits & Career Growth • Annual salary of $80,000–$110,000, depending on experience and qualifications., • 401(k) retirement plan., • Health insurance., • Paid time off (PTO)., • A supportive team environment that values work-life balance., • WSAG-paid advanced licensing and professional development relevant to your role and career path., • Coaching and mentorship for those interested in becoming a financial advisor or pursuing career growth in estate planning, wealth management, or a related field. What Success Looks Like Every client has a clear next step, every outstanding item is tracked, and each case receives consistent follow-through. Documents are completed, funding tasks are confirmed, and stalled cases receive timely attention. Clients feel supported, and attorneys and financial advisors can rely on you to keep the process moving. • This is a coordination and client service role. Attorneys are responsible for legal advice and preparation of legal documents.

Financial Advisor – Midtown Manhattan (Training Provided) We are actively seeking candidates for Financial Advisor job opportunities in our Midtown Manhattan offices. This is a great opportunity open to experienced candidates and individuals seeking to begin a career in financial services. As a Financial Advisor, you will work with new clients and maintain ongoing client relationships with individuals, families, and businesses to offer our diverse portfolio of financial products and services—including financial planning, investment management, insurance, as well as wealth management for high-net-worth clients. The Financial Advisor will be the primary contact for clients, and you will have available to you an experienced team of financial and investment specialists and office support to assist in delivery of services to your clients. Training & Development Prior financial services experience is not required – training is provided. The Training & Development Program includes a 3-week training at the start of the position, where you will be introduced to our portfolio of financial products and services and learn effective strategies and practices for early success. Then, once working in the role, you will be able to work alongside an experienced Director in the office who will serve as your mentor on an ongoing basis, allowing you to do your client work jointly with an experienced leader in the office. Responsibilities: • New Business Development: establishing relationships with new clients through leads, referrals, and calls, • Client Financial Advisory: meeting with clients to discuss financial planning, insurance, investment management, and other services, • Delivery of customized financial plans to help clients achieve their financial goals, • Day-to-day client relationship management Required Qualifications: • Bachelor’s degree, • Experience in a client/customer-facing role (includes sales, client/investor relations, customer success, etc.), • Excellent communication and interpersonal skills, • Must live in the Tri-State Area (commutable to Midtown Manhattan office), • Must be able to commit to a full-time, Monday-Friday, 9am-5pm work schedule Northwestern Mutual also sponsors licensing for Financial Advisors, including the SIE, Series 6, and Series 63, so this is an ideal role for candidates seeking entry into a financial services career with significant earning potential. Compensation & Benefits: • Compensation is a combination of commissions, stipends, and bonuses. This a performance-based pay structure, with no cap on earnings, where pay directly reflects the success you have with your client sales., • Average annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years), • Up to $2,000 in training stipends, • Renewable income beginning in second year, • Bonus programs & expense allowances., • Support for insurance licensing (Life, Accident, & Health license), • Support for SIE, Series 6, Series 63 registrations, • Medical/dental/vision insurance; life and disability insurance; company-funded retirement pension plan. About Northwestern Mutual: Northwestern Mutual has been helping individuals, families and businesses achieve financial security for 170 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 500 (#109) company with over $627 billion in assets under management (AUM) and $41 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide.

Our client is a growing, technology-enabled M&A advisory firm that helps small business owners navigate the process of selling their companies. They are looking for a Business Development Representative to identify and engage business owners who may be considering selling their company and generate appointments for the sales team. This is a true outbound sales role. Success requires someone who is comfortable prospecting from scratch, initiating thoughtful conversations with business owners, qualifying opportunities, and consistently generating high-quality meetings. The base salary is $60,000-$70,000, which may be negotiable based on experience, with on-target earnings of $100,000+. What You'll Do • Prospect and identify business owners who may be considering selling their companies., • Conduct outbound outreach through phone, email, LinkedIn, and other prospecting channels., • Build your own pipeline of prospective sellers., • Speak directly with business owners and decision-makers to understand their businesses, financial profile, and potential interest in a sale., • Qualify prospects before scheduling them with a Transaction Advisor., • Schedule qualified meetings and ensure prospects are prepared for the conversation., • Maintain accurate prospecting activity, notes, and pipeline information in the CRM., • Follow up consistently with prospects who may not be ready to sell immediately., • Partner closely with sales team to improve meeting quality and identify the strongest opportunities., • Continually test and improve messaging, prospecting strategies, and outreach. What We're Looking For Sales experience is preferred, particularly previous experience as an SDR, BDR, or in another outbound prospecting role, but it is not an absolute requirement. We are also open to someone earlier in their career who demonstrates the maturity, professionalism, judgment, and communication skills needed to speak credibly with business owners. The strongest candidates will be: • Mature, polished, and professional in how they communicate., • Curious and able to have thoughtful business conversations rather than relying on overly scripted or aggressive sales tactics., • Comfortable making cold calls and initiating conversations with business owners., • Persistent and able to handle rejection without losing momentum., • Strong listeners who ask good questions and know when to dig deeper., • Organized and disciplined about prospecting and follow-up., • Motivated by measurable goals and performance-based compensation., • Comfortable working in a growing company where processes and playbooks will continue to evolve., • Interested in working collaboratively with the team in the Manhattan office 3 days per week. Why This Opportunity? This isn't a BDR role where success is measured simply by activity. You'll be speaking directly with business owners about one of the most important financial decisions they may ever make: selling their company. That requires more than persistence. It requires curiosity, professionalism, good judgment, and the ability to build credibility quickly. For someone who wants to develop strong business development skills while gaining exposure to entrepreneurship, M&A, and small businesses, this is an opportunity to learn quickly and make a measurable impact on a growing company, while also having the chance to be promoted into a sales closing role.

🚨 Director of Attorney Advancement This isn't a traditional Professional Development position. 📍 New York, NY 🏢 Hybrid | 3:2 💰 $225K–$275K Plona Partners is partnering with a prestigious New York law firm to identify a Director of Attorney Advancement who will play a highly visible role in shaping how the firm's attorneys develop, navigate their careers and ultimately advance within the organization.vThe Director will serve as a trusted career advisor to attorneys while partnering closely with firm leadership, combining individualized coaching with data, work-allocation insights and firmwide talent initiatives. The Opportunity • 9:00am–5:00pm standard schedule, • Director-level ownership and visibility, • Direct interaction with associates, partners and firm leadership, • Opportunity to influence the firm's broader attorney talent strategy What You'll Own This person will become a key resource for attorneys throughout their careers — providing confidential one-on-one coaching around performance, professional development, work opportunities and long-term career trajectory. The mandate goes well beyond coaching. You'll analyze associate hours, workloads and partner exposure to identify trends and help leadership make informed talent decisions. You'll also lead and influence initiatives involving: • Attorney onboarding and integration, • Associate mentoring, • Work allocation and utilization, • Career development programming, • Attorney engagement and affinity initiatives, • Exit interviews and retention insights, • Core competency frameworks, • Professional skills and leadership programming, • Attorney surveys and market benchmarking Who We're Looking For We'd like to speak with professionals bringing 7+ years of relevant experience across attorney development, professional development, legal talent management, career advising or a comparable function within a sophisticated legal environment. A JD is strongly preferred. The right person will have the credibility and judgment to counsel attorneys individually while also being comfortable sitting across the table from partners and firm leadership and making recommendations backed by both qualitative and quantitative data.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience, • Build personalized, holistic financial plans tailored to every client’s unique needs, • Manage your client’s financial plans to help them achieve their goals, • Grow relationships with clients to support them through every stage of life On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits • Performance-based earnings and revenue1:, • Average advisor annual earnings of $61K-$119K (based on 2018-2024 company average for representatives in the first 3 years)Top 25% advisor annual earnings of $137K-$250K (based on 2018-2024 company data for top quartile advisors in the first 3 years)Additional income structure to support training and early development, • Renewal income earned for continued client support and policy management, • Bonus programs and expense allowances, • Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more, • Certified Financial Planner® licensing support2, • Fully company-funded retirement package and pension plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Parental benefits at every stage of family planning You could be right for this opportunity if you have: • Bachelor’s degree, • Entrepreneurial ambitions to be a business owner, • History of success in relationship-building or client-facing roles, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Proficient critical thinking skills, • Strong communicator, • Strong sense of motivation and drive, • Legal authorization to work in the US without sponsorship About Northwestern Mutual For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: • Top 5 US Independent Broker-Dealers4, • Unsurpassed financial strength with total company assets of $366 billion5, • Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management, • Fortune 500® company (June 2024), • Forbes’ Best Employers for Diversity (2023), • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023), • 2024 Training APEX Award winner

Private Banking Associate | NYC 💰 $150K Base | $270K+ Target OTE | Equity 📍 New York City | Hybrid, 3–4 Days In Office Shields Group Search is partnering with a fast-growing wealthtech company building a modern, open-architecture private banking platform purpose-built for registered investment advisors and the independent wealth channel. The company provides institutional-grade banking and lending solutions across securities-based lending, structured notes, residential mortgages, commercial real estate, premium finance, fine art lending, fund finance, deposits, and more. Its platform connects advisors, lenders, and clients through a unified, AI-powered infrastructure designed to deliver private banking at scale. The team is building something new in wealth management and is looking for people who want to help define it. The Role The Private Banking Associate is a deal-focused execution role responsible for supporting the origination, processing, and closing of credit, mortgage, and cash management transactions for high-net-worth and ultra-high-net-worth clients referred through the company’s RIA and family office partner network. You will work closely with the Private Banking Director to move opportunities from submission through funded close, ensuring fast, accurate, and friction-free execution across the full deal lifecycle. This is a role for someone early in their private banking or lending career who is eager to develop deep expertise across multiple product lines, build relationships with advisors and clients, and grow into a senior relationship role over time. What You’ll Do Deal Execution — Credit • Support origination, processing, and closing of securities-based lending, premium finance, fund finance, fine art lending, and other non-mortgage credit transactions, • Coordinate with lenders across the company’s banking partner network to manage submissions, track underwriting progress, and facilitate term sheet negotiation and closing, • Maintain accurate deal records and pipeline tracking in HubSpot Deal Execution — Mortgage • Support residential mortgage transactions from application through funded close, including purchase, refinance, jumbo, and non-QM loans, • Assist borrowers in assembling mortgage documentation for complex HNW profiles, including non-traditional income, trust and entity ownership, and concentrated assets, • Coordinate with mortgage lending partners on submissions, underwriting, and closing timelines, • Ensure every mortgage transaction closes on time and with a superior client experience Cash Management & Deposits • Support advisors and clients in opening deposit accounts and establishing cash management solutions through the company’s platform, • Assist with account documentation, onboarding, and coordination with banking partners, • Help advisors position cash management as an integrated part of the client’s broader banking relationship with the company Advisor & Client Support • Serve as a responsive, knowledgeable point of contact for advisors and clients throughout the deal process, • Answer product and process questions, provide status updates, and escalate complex issues to the Private Banking Director, • Assist in preparing client-facing materials, deal summaries, and lender packages, • Support the Private Banking Director in business reviews, advisor meetings, and client calls as needed What We’re Looking For • 4–6 years of experience in lending, banking, mortgage origination, or financial services, with private banking, wealth management, or specialty finance preferred, • Familiarity with HNW borrower profiles and complex financial documentation is a strong plus, • Strong attention to detail and ability to manage multiple transactions simultaneously in a fast-moving environment, • Excellent communication skills and comfort interacting with advisors, clients, and lender partners, • Proficiency with CRM tools, with HubSpot preferred, and strong organizational skills, • NMLS registration is a plus for candidates with mortgage experience, • Entrepreneurial mindset and comfort operating in an early-stage environment where process is still being built What Success Looks Like • Deals move efficiently from submission to funded close with minimal back-and-forth or delays, • Advisors and clients receive timely, accurate communication throughout every transaction, • Documentation is complete, organized, and lender-ready on every submission, • The Private Banking Director is well-supported and able to focus on senior relationship management while you manage execution, • You are developing expertise across credit, mortgage, and deposits and beginning to take on more independent responsibility over time What the Company Offers • Hands-on experience across multiple private banking product lines in a fast-growing wealthtech platform, • Direct mentorship from senior private banking professionals and company leadership, • Clear path to growth into a senior relationship management role, • Collaborative team environment with direct access to leadership, • Hybrid work environment in New York City, with 3–4 days per week in the office, • $150K base salary, • Target OTE of $270K+ with variable compensation tied to funded outcomes, • Equity, • Comprehensive benefits package

Wall Street Alliance Group Salary: $120,000–$150,000 Full-Time | 3+ Years of Experience | Series 7 Required Wall Street Alliance Group is a growing wealth management and financial planning firm with approximately $1.4 billion in client assets as of August 10,2026. We serve high-net-worth individuals, families, physicians, and business owners through a comprehensive approach to investment management and financial planning. We are looking for an experienced Portfolio Analyst to join our investment team. This is a hands-on role with responsibility for portfolio analysis, trading, rebalancing, investment research, and performance evaluation, with a long-term career path toward becoming a Senior Portfolio Manager. Responsibilities • Perform quarterly portfolio rebalancing across client accounts., • Execute and monitor equity, ETF, mutual fund, and fixed-income trades., • Conduct portfolio reviews and critiques, identifying allocation gaps, concentration risk, performance issues, and opportunities., • Analyze individual securities, sectors, ETFs, asset classes, and investment strategies., • Conduct fundamental investment research, including financial statement, earnings, valuation, and industry analysis., • Monitor portfolio performance against appropriate benchmarks., • Prepare performance attribution and risk analysis., • Monitor beta, volatility, standard deviation, downside risk, and portfolio concentration., • Assist with security selection and buy, hold, reduce, or sell recommendations., • Review portfolios for tax-loss harvesting, capital-gain considerations, and other tax-efficient trading opportunities., • Evaluate concentrated stock positions and assist with transition strategies., • Maintain and monitor model portfolios and target asset allocations., • Monitor market conditions, interest rates, valuations, economic trends, and sector developments., • Participate in investment committee discussions., • Review new client portfolios and recommend transition and allocation strategies., • Prepare investment analysis and portfolio materials for advisor and client meetings., • Work closely with financial advisors, operations, compliance, and firm leadership.Qualifications, • Bachelor's degree in Finance, Economics, Accounting, Business, or a related field., • Minimum 3 years of relevant investment, portfolio management, trading, wealth management, or research experience., • Active FINRA Series 7 license required., • Strong understanding of equities, ETFs, mutual funds, fixed income, asset allocation, and portfolio construction., • Hands-on experience with portfolio rebalancing and trade execution., • Strong analytical and financial modeling skills., • Strong Excel skills., • Ability to analyze financial statements, valuations, investment fundamentals, and portfolio risk., • Excellent attention to detail and ability to manage multiple accounts and priorities., • Strong written and verbal communication skills., • High level of professionalism, integrity, and sound judgment.Preferred, • Series 66 is a plus, but not required., • CFA designation or progress toward the CFA is a plus., • Experience with high-net-worth and ultra-high-net-worth portfolios., • Experience with tax-sensitive portfolios and concentrated stock positions., • Experience with portfolio management, trading, custodial, and performance reporting platforms.Career Growth This role offers a strong long-term career path within Wall Street Alliance Group. A successful Portfolio Analyst will have the opportunity to take on greater responsibility in portfolio construction, asset allocation, investment strategy, investment committee participation, and leadership, with the potential to advance to Senior Portfolio Manager. Compensation & Benefits • Base salary: $120,000–$150,000, based on experience and qualifications., • Health insurance., • Dental insurance., • 401(k) with employer match., • Paid Time Off (PTO)., • Professional development and continuing education opportunities., • Long-term career advancement., • Exposure to sophisticated high-net-worth client portfolios., • Opportunity to work directly with senior advisors and firm leadership., • If you are an investment professional looking for a hands-on portfolio role with meaningful responsibility and long-term growth potential, we would welcome the opportunity to hear from you.

About Elastio Elastio is an innovative cybersecurity company changing how organizations detect ransomware attacks and protect their most critical data. Traditional security tools focus on stopping attackers from entering a network or detecting suspicious activity. Elastio takes a different approach. Our platform examines the data itself, using agentic AI investigation and deep data inspection to uncover signs of active compromise, identify security weaknesses attackers could exploit, detect ransomware encryption, and establish clean recovery points. By combining early threat discovery with ransomware recovery assurance, Elastio helps enterprises answer two critical questions: Has an attacker compromised our environment, and can we recover our business if an attack succeeds? We are expanding our enterprise sales organization and looking for an experienced sales executive to help bring this differentiated approach to the financial services industry. The Opportunity We are seeking a highly motivated Enterprise Account Executive focused on Financial Services to develop and close new business with large banks, insurance companies, payment processors, investment firms, and other financial institutions. This is a senior individual contributor role for an experienced enterprise cybersecurity salesperson who understands the financial services market, has established relationships with security decision-makers, and knows how to create opportunities in complex enterprise accounts. You will own the sales process from initial engagement through contract execution, working directly with CISOs, security leaders, infrastructure executives, and other senior stakeholders. The ideal candidate is a proven hunter who thrives in an entrepreneurial environment, brings a network of industry relationships, and can translate differentiated technology into compelling business value. What you'll do Develop and Win Enterprise Accounts • Build and execute strategic account plans targeting large financial institutions, including banks, insurers, payment processors, capital markets firms, and asset managers., • Leverage existing relationships with CISOs, security executives, and other enterprise decision-makers to generate qualified opportunities., • Prospect, develop, and close new business while consistently meeting or exceeding quarterly and annual sales targets., • Identify business initiatives, security concerns, and regulatory pressures that create compelling reasons for customers to act., • Develop relationships across multiple levels of an organization to build consensus and secure executive sponsorship. Lead Strategic Cybersecurity Conversations • Position Elastio's differentiated approach to identifying active threats, uncovering exploitable weaknesses, detecting ransomware, and assuring recovery., • Engage senior security executives in meaningful discussions about cyber resilience, operational risk, and the limitations of traditional security approaches., • Understand how financial institutions evaluate and manage ransomware risk, regulatory obligations, and business continuity., • Translate technical capabilities into business outcomes, including reduced operational risk, improved incident readiness, and confidence in recovery., • Establish Elastio as a trusted advisor rather than simply another security vendor. Own the Enterprise Sales Process • Lead complex, multi-stakeholder sales cycles from discovery and qualification through technical evaluation, procurement, negotiation, and close., • Work closely with Solutions Engineering to design and execute successful proofs of value with clearly defined business outcomes and decision criteria., • Build compelling business cases that connect Elastio's capabilities to executive priorities and measurable customer value., • Navigate financial services procurement, vendor risk management, security assessments, and legal contracting requirements., • Maintain disciplined opportunity management, accurate forecasting, and clear next steps using Salesforce., • Collaborate with Elastio leadership, engineering, marketing, and channel partners to accelerate opportunities and drive customer success. Build Market Presence • Develop relationships with strategic technology and advisory partners, including AWS, systems integrators, and cybersecurity service providers., • Identify and leverage industry events, executive networks, and professional associations to create new opportunities., • Provide feedback from financial services customers to help shape Elastio's product direction, market positioning, and sales strategy. What We're Looking For Required Qualifications • 7+ years of enterprise technology sales experience, including significant experience selling cybersecurity solutions., • Demonstrated success selling into large financial institutions, preferably including major banks, insurance companies, payment networks, or capital markets organizations., • Established relationships with CISOs, senior cybersecurity leaders, and enterprise technology decision-makers within the financial services industry., • Proven track record of consistently meeting or exceeding sales quotas and closing complex six-figure enterprise software transactions., • Demonstrated ability to generate new business independently rather than relying primarily on inbound leads., • Experience managing long, multi-stakeholder sales cycles involving technical evaluations, executive sponsorship, legal negotiations, and procurement., • Strong understanding of enterprise cybersecurity, including threat detection, ransomware, cloud security, and data protection., • Executive presence with the ability to communicate complex technology in clear, business-oriented language., • Experience with structured sales methodologies such as MEDDPICC and disciplined CRM-based forecasting., • Ability to operate independently, manage priorities, and succeed in a fast-moving, high-growth company. Preferred Qualifications • 10+ years selling enterprise cybersecurity solutions, including experience with major financial services accounts., • Previous experience with a cybersecurity startup or emerging technology vendor., • Background selling EDR/XDR, threat detection, ransomware protection, cloud security, data security, or cyber resilience solutions., • Familiarity with the regulatory and operational resilience considerations affecting financial institutions., • Experience building opportunities through partners such as AWS, Deloitte, IBM, and other enterprise technology and security advisory firms., • Proven ability to introduce new security categories or differentiated technologies into established enterprise security environments., • Experience selling SaaS or subscription-based security platforms with recurring revenue models. What Success Looks Like In this role, success is measured by your ability to create and close high-quality enterprise opportunities, establish Elastio within strategic financial services accounts, and build a sustainable book of business. You will be expected to: • Consistently achieve or exceed new annual recurring revenue targets., • Generate and maintain sufficient qualified pipeline to support predictable revenue growth., • Build meaningful executive relationships within priority financial services accounts., • Advance opportunities based on verified customer needs, committed sponsors, business value, and documented decision processes., • Develop long-term customer relationships that create opportunities for expansion and strategic references. Compensation • Base salary: $150,000–$160,000, • Target commission: $150,000–$160,000, • Total OTE (On-Target Earnings): $300,000–$320,000, • Compensation split: 50% base / 50% commission Why Elastio? Cybersecurity is evolving, but many organizations still struggle to know whether attackers have compromised their environments or whether their backups can be trusted after a ransomware attack. Elastio is addressing this problem from a different direction—looking directly at the data to uncover threats and provide evidence that traditional defenses can miss. This is an opportunity to join an entrepreneurial cybersecurity company, represent differentiated technology, work directly with company leadership, and help establish Elastio as an important security platform within the world's leading financial institutions. If you have built your career selling cybersecurity to financial institutions, have the relationships to open doors, and enjoy winning complex enterprise deals, we would like to hear from you. Elastio is an equal opportunity employer. Employment decisions are based on qualifications, experience, and business needs without regard to legally protected characteristics.

Job description Financial Advisor / Wealth Management Advisor Career Description: Northwestern Mutual, New York, NY We are seeking an eager, strategic, and definitive candidate to fill an open Financial Advisor Role that offers room for growth and a promising career. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. At our Midtown, Manhattan location, representatives and advisors strive to understand their client's goals and objectives in order to develop comprehensive solutions that will help their clients reach financial success. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision & goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, Licensing & Designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Why Join Northwestern Mutual: • Top 5 US Independent Broker-Dealers, • Unsurpassed financial strength with total company assets of $366 billion, • Fortune 500® company (June 2024), • #1 Amongst Life Insurers Most Admired Companies for Financial Soundness, • Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management, • Forbes' Best Employers for Diversity Perks at a Glance • Growth & Development - There are various paths within this career and we are devoted to helping each person grow personally, professionally, and financially, • Culture - Be a part of our "work hard, play hard" office culture. We are an inclusive and diverse family-oriented team. Individually and collectively, we are driven to make a positive impact on people's lives and our communities., • Benefits - full comprehensive benefits, • Work/life balance Job Responsibilities: • Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience, • Collaborate with our financial planning team, mentors, and specialists to develop tailored solutions and build personalized, holistic financial plans tailored to every client’s unique needs, • Grow relationships with clients to support them through every stage of life, • Lead and maintain a life of continuing education to ensure your clients are getting your best Compensation & Benefits: • 100% Commission - Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years), • Career launch stipend program eligibility, • Commission structure design to support early development, • Bonus Programs and Production Allowance eligibility, • Support for insurance licensing, SIE, Series 6, Series 7, Series 63, CFP®, • Retirement Package and Pension Plan, • Medical, Dental, Vision, Life Insurance and Disability Income Insurance, • Parental benefits at every stage of family planning Schedule: • Monday - Friday, • Full-time, On Site Ideal Candidates Have: • 4-year College Degree or higher, • Legal authorization to work in the US without sponsorship, • Residence within (or planning to relocate to) a reasonable commuting distance to NY, NY, 10022, • Values of integrity and honesty, • A pleasant attitude and dependable judgment, • Entrepreneurial ambitions and a strong sense of motivation and drive, • Excellent time-management, communication, and critical thinking skills, • A history of success in relationship-building or client-facing roles, • A basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary