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We’re seeking a future team member for the role of Senior Vice President, Client Executive to join our Data & Analytics team. This role is located in New York, NY. BNY Data and Analytics is a leading software and services business in the financial services industry. We are hiring for an experienced, results-driven Sales professional with responsibilities within a specified market segment. In this role, you’ll make an impact in the following ways: • Working with the Head of Sales, this position will effectively develop and qualify sales leads, build customer relations and close essential business., • Successful candidate will engage in continuous, interactive and highly personalized dialogues that drive company revenue and customer satisfaction across North America., • Experience in enterprise software sales, ideally having experience selling data management, accounting and performance solutions (or likes) to investment managers., • Must be innovative, highly enthusiastic, and motivated to work in a growing, high potential market segment., • Will have direct responsibility for developing new client relationships and will also be expected to assist with the implementation of sales/sales support plans to meet overall objectives. To be successful in this role, we’re seeking the following: • Proven record of successful meeting and exceeding monthly/quarterly/annual software sales quotas, • Ability to identify key decision-makers within prospect companies., • Capable of building and maintaining strong customer relationships in region, • Experience in the financial industry required, with a strong preference towards ASP/Cloud solutions solution sales, • Desire to work in a team environment, wherein time-sensitive and business-savvy decisions must be made in order to best meet client expectations and company goals, • Should have good presentation skills, • Bachelor's degree or equivalent education or equivalent work experience required, • Relevant sales position experience within Financial Services required, • Extensive travel across North America is likely to be required At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

Location: New York, NY, Springfield, MA or Boston, MA The Opportunity The Team The Valuation Modeling Team helps to protect the long-term interests of policyholders by ensuring MassMutual is positioned to meet its future obligations. Responsible for over $100 billion in direct statutory reserves, the team performs statutory, GAAP/LDTI and tax valuation on Par Whole Life, Term, UL and VUL products. Our work affects regulatory compliance, strategic decision-making and inforce management. For those interested in modeling, interpreting, and communicating financial results in a collaborative team environment, this is an exciting role. The Impact: • Apply deep modeling expertise to all phases of input, processing, and output of valuation projections in Axis, • Utilize modeling acumen to execute complex projects such as Cash Flow Testing, new product implementations, assumption change, and structural model updates, • Deliver and explain Stat, Tax and GAAP financial results., • Develop and improve existing control and versioning methodology in valuation models, • Improve efficiency by leveraging communication skills with internal and external technology partners, • Apply knowledge of life insurance products and regulations to navigate complexity, ambiguity, and limitations in valuation software, • Work directly with various audit stakeholders to demonstrate compliance with regulatory and model governance standards, • Demonstrate agility in responding to stakeholder questions and unexpected results, often at times of peak activity and tight deadlines The Minimum Qualifications • Bachelor's degree in actuarial science, mathematics, statistics, data science, computer science, engineering, or a related quantitative or technical field., • ASA designation, • 4+ years of actuarial experience within insurance, financial services, or a related quantitative field., • 1+ years of experience with Axis The Ideal Qualifications • FSA designation, • 4+ years of experience with Axis, including model leadership or stewardship roles, • Demonstrated accountability and ownership of long-term independent projects, • Proficient with Axis features such as DataLink, investment cells, scenario files, and embedded block processing, • Understanding of modeling infrastructure such as ELink, GridLink, and output databases, • Expertise with identifying multiple solutions to a problem, and developing collaborative solutions to software limitations, • Ability to estimate resource requirements and set expectations with key stakeholders for highly visible projects, • Experience with Principle-Based Reserves, valuation regulations, product design, modeling assumptions, and inforce policy data, • Proficient with model-supported software such as MS Excel and SQL., • Strong math, analytical and collaboration skills, • Strong communication skills, both written and verbal, • Continuous improvement mindset, • Ability to build and maintain strong working relationships across cross-functional groups What to Expect as Part of MassMutual and the Team • Regular meetings with the Life Valuation Team, • Focused one-on-one meetings with your manager, • Access to mentorship opportunities, • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups, • Access to learning content on Degreed and other informational platforms, • Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefitsMassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Investment Forecasting Strategy & Transformation Lead Full-Time Boston, MA, Springfield, MA or New York, NY The Opportunity As an Investment FP&A Forecasting Strategy Lead, you will own how the investment forecast is produced—leading the end-to-end forecasting lifecycle across planning, production, and continuous improvement within the broader FP&A process. Investment FP&A sits at the center of the enterprise feedback loop, connecting strategy, forecast, actual performance, and management action for MassMutual’s investment portfolio. In this role, you will ensure the investment forecast is delivered in a controlled, transparent, and scalable manner—so it can be relied on as a core input to planning and decision-making for senior and executive leadership. You will operate with direct visibility to Finance and Investment Management senior leadership — partnering with the Head of Transformation, IM Operations, and Data Strategy leaders to ensure investment data governance extends all the way through to FP&A and that we are established as a key customer of enterprise data and platform investments. You will transform the forecasting operating model for Investment FP&A — designing and building workflows that are practical, clearly owned, and easy to maintain. The goal is not just process improvement; it is to build a system that is sustainable, teachable, and does not depend on any single person to run. You will lead the business side of key transformation initiatives, including the Anaplan reimplementation — defining what the team needs from the platform, shaping how workflows should work in the future state, and overseeing testing to ensure the end result is aligned with business purpose. You will work closely with the Modeling COE and enterprise partners to make sure models, data, and systems are aligned to how FP&A operates and where it is headed. In partnership with the Investment FP&A team, you will create the conditions for high-quality, decision-ready insight — and help move the function from production-heavy delivery toward a more scalable, insight-driven model. The Team You will be part of a growing Investment FP&A team focused on transforming how investment performance and strategy are understood and delivered across the enterprise. The team combines analytical insight generation with strong operational ownership of the forecasting process. The team plays a central role in the FP&A planning cycle, owning the investment forecast and serving as a key link between strategy, financial outcomes, and management actions. We work closely with Investment Management, Corporate Finance, Treasury, Actuarial, and enterprise data and systems teams. Our culture emphasizes ownership, clarity, and continuous improvement, with a shared goal of building a scalable, transparent, and reliable forecasting capability that the business can trust. The Impact • Own and evolve the investment forecasting operating model, defining how planning, production, and model governance work across the team — ensuring the model is resilient, scalable, and aligned to enterprise planning cycles, • Design workflow infrastructure that embeds quality and speed into how the team operates — establishing clear ownership, structured handoffs, and built-in transparency so the team can deliver consistently without reliance on individual expertise or manual workarounds, • Safeguard production integrity and stakeholder confidence by establishing process discipline and cross-team coordination into the operating rhythm — ensuring the team meets enterprise timelines without compromising analytical quality, • Lead the business side of Investment FP&A's system transformation, including Anaplan — translating business needs into platform requirements, shaping future-state workflows, and overseeing UAT execution to ensure the end result serves the team's analytical and reporting objectives, • Represent Investment FP&A in enterprise platform and data governance decisions — partnering with the Head of Transformation, IM Operations, and Data Strategy to ensure investment data flows are governed end-to-end and that FP&A is recognized as a key customer of enterprise data and system investments, • Build the operational foundation that enables insight and executive-ready analysis — ensuring data, models, and workflows are structured to enable decision-relevant analysis, in partnership with the Analytics Lead, • Build organizational resilience and reduce key-person risk by establishing documented, repeatable processes and developing junior talent — building a team culture of process ownership and accountability so the team can scale and sustain performance independent of any single contributor, • Drive the continuous evolution of the operating model as part of the broader Finance Transformation — identifying structural gaps, designing scalable solutions, and positioning the team to absorb new demands as the function's scope and influence grow The Minimum Qualifications • 10+ years of experience in FP&A forecasting, actuarial modeling, ALM, Cash Flow Testing (CFT / AAT), or related finance/modeling roles, • Bachelor's degree in Finance, Actuarial Science, Mathematics, Economics, or a related field, • Strong understanding of forecasting processes, planning cycles, and production environments, including interactions between models, data, and financial outputs, • Experience working with actuarial or financial models and understanding model development, testing, and governance cycles, • Demonstrated experience leading model or platform conversions, including defining business requirements, shaping future-state design, and owning the business-side decision-making through implementation. Experience as a participant or tester alone is not sufficient; this role requires someone who has owned the "what" and "why," not just the "how.", • Proven ability to understand enterprise priorities and translate them into forecasting strategy — influencing senior-level stakeholders on platform, data, and process decisions, not just executing against a strategy defined by others. This includes experience engaging with senior leadership, technology partners, and cross-functional owners as a thought partner, not solely as a workstream executor, • Track record of thought leadership in forecasting or modeling operations — including identifying structural gaps, challenging existing processes, and designing scalable solutions that change how a function operates. The expectation is to define and build the framework, not improve within one, • Proven ability to design and operate end-to-end workflows with clear ownership, effective handoffs, and embedded governance — with evidence of having built these from the ground up, not solely maintained existing processes, • Navigate and lead through organizational and system change — operating with ambiguity across evolving tools, data maturity, and competing transformation priorities. Independently assess trade-offs, define sequencing, and make judgment calls that balance enterprise timelines with business quality standards The Ideal Qualifications • Experience leading or co-leading model/platform conversions or system transformations in a business-side ownership capacity, • Familiarity with insurance investment data, modeling inputs, and linkages to STAT and GAAP reporting, • Strong systems-thinking mindset with the ability to identify structural issues and design practical, scalable solutions, • Comfort operating with ambiguity and leading through change in environments with evolving tools, data maturity, and organizational priorities What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes, • A collaborative environment where perspectives are welcomed, • Access to learning, development, and internal networks that support continuous growth and skill-building over time, • Employee-led communities and forums that foster connection, learning, and inclusion across the organization, • A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset #LI-LC1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Director Investment Controllership - Derivatives Controllers Organization of Corporate Finance Full-Time/Boston, Massachusetts or New York, NY Overview Finance and Accounting is at MassMutual’s core, and our team is ushering in an era of growth. We are looking for bold ideas, creative solutions, and comfort embracing change. We strive to build a diverse team and leverage different points of view to optimize processes and build strong relationships. Our team is motivated by challenging work that delivers substantial impact in a culture of accountability and collaboration. We treat policyowners and customers fairly and prioritize financial stability. Being part of a mutual company means that our teams can think long-term, and employees can dive deep into the complex structure of products and the organization. Our finance teams are experts in their field and thrive in fast-paced environments. They balance the needs of the business and invest in the long term, while always putting the customer first. They align their work with our live mutual philosophy and strive to always make the right choice for our policyowners. We are building a team that truly embodies ‘together we move forward.’ The Opportunity As a Director in the Controllers Organization of Corporate Finance, you will serve as a key representative of the Investment Controllership. We are forward-thinking and seek others who will leverage their curiosity, take initiatives, make long-term impact, and drive short-term results. Join us as a partner who will work collaboratively and with determination to leave the company in a better place than you found it. As a Director, you will work alongside a diverse team of highly motivated professionals focused on proactively driving the development and execution of process improvement, meaningful analysis and control execution for investment accounting activities. The Team The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accounting professionals who oversee our various asset classes and investment activities. The team continues to grow in support of our growing level of assets, key initiatives, and special projects. Our team is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization while continuously improving how we work together as a team to make our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right. At the same time, we foster an environment where individuals can reach their full potential and secure long-term success. We are seeking a candidate with strong communication skills, a forward-thinking mindset, and deep intellectual curiosity to join the team who can make meaningful impact to the organization. The Impact: As an investment accounting director, you will lead the investment accounting and controllership for derivatives across our various insurance and non-insurance entities, which entails ensuring the accuracy of the investment results across various derivative strategies on a GAAP and statutory basis. This position will also support continued process enhancements related to achieving an accelerated close that produces timely, accurate, and complete investment accounting results in an efficient manner. All candidates must, in addition to possessing the specific qualifications cited below, work efficiently within a complex, fast-paced, and evolving environment, and demonstrate strong organizational and interpersonal skills. • Create an environment whereby the team is inspired, engaged and motivated by opportunities to learn and grow, • Play a key role in leading a collaborative and inclusive culture by working closely with Investment Management Operations, Investment Managers, and other Controllers teams, • Manage the monthly reconciliations between the ledger and investment systems for derivatives ensuring the accuracy of the financial statement results as it relates to derivatives, • Oversee the preparation of monthly analytics report and present findings to various stakeholders on a monthly basis, • Responsible for review of footnotes and NAIC Schedule DB to ensure accuracy and timely completion., • Lead and execute process re-design efforts for derivatives in response to expanding investment strategies and enhance analytics supporting quarterly derivative results, • Support the Investment Office in implementing new hedging strategies and evolving accounting standards. Collaborate with Accounting Policy to ensure that transactions are appropriately reflected in accordance with the applicable GAAP and statutory accounting frameworks, • Partner with the Investment Middle Office to design operational processes within the subledger that support the derivatives accounting and controllership activities, • Execute and oversee processes and controls that support derivative accounting and controllership, • Serve as a point of contact for external auditors on all derivative-related matters, • Perform control functions in compliance with NAIC Model Audit Rule and the Company’s internal control structure, • Perform frequent ad hoc analysis and assist with special projects, as requested The Minimum Qualifications: • Bachelor’s degree, • 8+ years of progressive experience in Investment Accounting and/or Investment Operations including derivative investments, with a foundational understanding of the upstream processes and impacts to downstream accounting and controllership, • 3+ years of experience in insurance company Investment GAAP combined with Statutory accounting including Schedule DB, • 2+ years of experience as a people leader, responsible for managing direct reports OR 5+ years demonstrating informal leadership by guiding, coaching, and supporting colleagues in their day-to-day work The Ideal Qualifications: • Proactive, results-oriented, detail-focused, and deadline-driven, with the ability to work effectively in a team with limited direct supervision, • Strong analytical, written, and verbal communication skills, • Ability to work well in a dynamic and agile environment while leading the team in execution of various priorities and deliverables, • Comfortable operating at both a strategic and hands-on level in an evolving environment, • Experience with different investment types and structures, • Experience with system conversion or subledger implementation, • Able to build and maintain strong working relationships across cross-functional groups, • CPA, CFA, CMA, or equivalent designations, • Experience with Aladdin platform and SQL is a plus What to Expect as Part of MassMutual and the Team • MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:, • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes, • A collaborative environment where perspectives are welcomed, • Access to learning, development, and internal networks that support continuous growth and skill-building over time, • Employee-led communities and forums that foster connection, learning, and inclusion across the organization, • A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset #LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Investment FP&A Analytics Lead Full-Time New York, NY, Boston, MA or Springfield, MA The Opportunity As an Investment FP&A Analytics Lead, you will play a critical role at the center of the company’s financial planning and decision-making engine. As part of the broader FP&A function, you will help drive the core annual planning and forecasting process for MassMutual’s investment portfolio—translating strategy into financial projections, explaining actual results against plan, and informing management actions. Investment FP&A serves as a key facilitator of the enterprise feedback loop: connecting strategy, forecast, actual performance, and decision-making. In this role, you will own the investment insight within that loop—ensuring investment performance and outlook are clearly understood and appropriately reflected in planning, forecasting, and strategic discussions. You will operate at the intersection of FP&A, Finance, Investment Management, and the Business , owning the point of view and enterprise-level recommendations – not acting as a pass-through of analysis. Beyond core planning, you will synthesize insights across investments, ALM and product P&L to identify opportunities, frame trade-offs and present decision-ready guidance to inform decisions. You will have a high degree of ownership and visibility, with opportunities to influence strategy and grow into a broader advisory role for ELT and the senior business partners. As the team evolves, you will play a key role in building Investment FP&A into a trusted enterprise partner, while continuously deepening your leadership capability, judgment and business acumen. The Team You will be part of a growing Investment FP&A team focused on transforming how investment performance and strategy are understood across the enterprise. The team brings together expertise in financial planning, investment analysis, and insurance economics to deliver forward-looking insights rather than retrospective reporting. The team plays a central role in the FP&A planning cycle, owning the investment forecast and serving as a key link between strategy, financial outcomes, and management actions. We are a collaborative and intellectually curious group that values strong judgment, thoughtful challenge, and clear communication. The team partners closely with Investment Management, Corporate Finance, Treasury, and Business leaders to connect financial outcomes with strategic decisions. As the team evolves, we are building a culture grounded in ownership, continuous learning, and a shared commitment to raising the bar on insight quality and business impact. The Impact • Lead the integration of investment insight into the FP&A planning framework shaping forward looking forecasts that translate enterprise strategy into actionable financial plans and ensuring investment perspectives are embedded in key planning decisions, • Drive performance transparency and executive action by delivering rigorous analysis of actual results vs plan – isolating key drivers, quantifying implications and surfacing actionable recommendations that inform management response, • Shape the analytical agenda for planning cycles and strategic initiatives, prioritizing high-impact decision ready insight over volume and influencing how investment analytics are consumed and acted upon by senior leaders, • Integrate enterprise perspectives and drive outcomes by proactively synthesizing cross-functional perspectives into a unified point of view, and owning the management takeaway and strategic recommendation that delivers enterprise-aligned decisions, • Distill complex investment and financial dynamics into structured, executive-ready narratives framing driver-based insights around trade-offs, materiality and recommended actions that enable senior leaders to act with confidence and speed, • Lead the analytics dimensions of Investment FP&A as part of the Finance Transformation, designing scalable, driver-based attribution frameworks that deliver consistent quarter-over-quarter insight while remaining flexible enough to integrate emerging analytical dimensions as the business and investment landscape evolves The Minimum Qualifications • 10+ years of experience in FP&A, Treasury, Investments, Strategy, or related analytical roles, • Bachelor’s degree in Finance, Economics, Actuarial Science, or a related field, • Solid understanding of insurance investment portfolios and their impact on STAT and GAAP financials, • Demonstrated experience partnering across functions and influencing stakeholders in matrix organizational environments, • Proven ability to communicate complex financial or investment concepts clearly and effectively to senior audiences The Ideal Qualifications • Experience working in or closely with investment management, ALM, or insurance product Pricing areas, • Understanding of enterprise financial planning, including capital management, dividend frameworks, or risk considerations, • Demonstrated ability to frame problems and shape discussions in ambiguous, evolving environments, • Track record of influencing stakeholders and contributing to decision-making beyond immediate scope, • Experience developing others and contributing to team capability building What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes, • A collaborative environment where perspectives are welcomed, • Access to learning, development, and internal networks that support continuous growth and skill-building over time, • Employee-led communities and forums that foster connection, learning, and inclusion across the organization, • A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset #LI-LC1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

The Opportunity: The Due Diligence Consultant will conduct initial and ongoing due diligence analysis of investment offerings and contribute to the continued evolution of the firm’s due diligence framework. In addition to investment research and manager oversight, this individual will help identify and implement opportunities to enhance processes, reporting, technology utilization, and operational efficiency across the due diligence function. This role is well suited for an intellectually curious professional who enjoys solving complex problems, challenging existing approaches, and building scalable oversight capabilities. The position offers meaningful exposure to investment leadership, cross-functional partners, and strategic initiatives that help shape the future of the due diligence program. The Team: The Investment Oversight team is a growing organization that continues to expand its capabilities, infrastructure, and influence across the Wealth Management business. Team members bring diverse perspectives and a shared passion for investment analysis, problem solving, and continuous improvement. The team works collaboratively across Investments, Product, Operations, Compliance, Technology, and Risk Management to strengthen oversight practices and drive business outcomes. This is a unique opportunity to contribute beyond traditional responsibilities, influence the evolution of key processes, and help shape the future of the Investment Oversight function. The Impact: As a Due Diligence Consultant, you will evaluate investment managers' operational infrastructure, governance, philosophy, processes, resources, and performance to support informed investment decisions and effective risk management. You will monitor and oversee investment managers and external service providers, helping ensure ongoing alignment with business objectives and oversight standards. You will communicate due diligence findings and recommendations to senior leadership through written analyses and committee presentations, enabling sound decision-making across the organization. In partnership with stakeholders across Investments, Product, Operations, Compliance, Technology, and Risk Management, you will provide subject matter expertise on investment-related matters and help translate due diligence insights into actionable business outcomes. You will identify opportunities to enhance due diligence processes, reporting, controls, and technology solutions, leading or supporting initiatives that improve scalability, operational effectiveness, and oversight capabilities. As a change agent, you will constructively challenge existing practices, champion innovative approaches, and help establish best practices across the Investment Oversight function, driving continuous improvement and supporting the organization's evolving needs. The Minimum Qualifications: Bachelor's Degree 3+ years of experience evaluating investment products and asset classes, including mutual funds, SMAs, strategist portfolios, alternatives, variable annuities, or similar investment vehicles. 2+ years of experience presenting investment analyses, findings, and recommendations to senior leadership, committees, or other key stakeholders. 2+ years of experience leading or supporting process improvement, business transformation or operational change. 2+ years of experience using investment research tools and databases, such as Morningstar, Bloomberg, or similar platforms. 2+ years of experience using Microsoft Office applications, including Excel, PowerPoint, and Word. Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA The Ideal Qualifications: CFA or currently pursuing Experience designing, documenting, implementing, or enhancing business processes, workflows, controls, or technology enabled solutions. Familiarity with data visualization, reporting automation, analytics, or other tools that improve operational effectiveness and decision making. Demonstrated ability to identify trends, inefficiencies, and opportunities for process, reporting, or technology enhancements. Experience serving as a change agent by leading through ambiguity and driving continuous improvement in a growing or evolving organization. Proven ability to influence stakeholders and drive outcomes across teams without direct authority. Experience working in a fast-paced, process-driven, or growth-oriented environment while managing multiple priorities and deadlines. Strong analytical, problem-solving, and communication skills, with the ability to effectively present complex information to a variety of audiences. Intellectual curiosity and a willingness to expand knowledge beyond established areas of expertise What You Can Expect at MassMutual : MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset #LI-JLH3 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Investment Professional Alternative Cross-Asset Strategies (“ACAS”) Group Full-time Hybrid (Boston, MA or New York, NY) The Opportunity Join a fundamental value-oriented investment team focused on generating attractive risk-adjusted investment performance over a long-term time horizon across a wide spectrum of asset types. The strategy is a flexible and opportunistic mandate to invest across traditional corporate capital structures as well as other less traditional asset classes and strategies, in either private or public form. This position will provide a unique opportunity to execute investments in different markets and stages from start to finish. The successful candidate will be open-minded and enjoy solving challenges, no matter the issue, while possessing a collaborative and team-first mentality. Various potential investments may include leveraged loans, high yield bonds, convertible or hybrid securities, distressed or event-driven situations, private or public equity, joint-ventures/seed investments, asset-backed credit/structured products, and selective private partnerships. Functionally this role is a cross-asset or hybrid investment position that will allow for shifting across different investment strategies and asset classes in search of asymmetric risk/reward. The Team This position is within a newly-formed focus area inside of the Alternatives team that is small and collaborative with various members across different verticals, and experience levels, including credit, real estate, private equity, and other investments. Team members wear multiple different hats and are motivated by a shared goal to source, research, analyze, and execute on unique investment opportunities, that generally target equity-oriented returns with a distinct focus on risk and downside protection, typically with creditor lens. This position will support broader Investment Management and our entire organization. The Impact This Position will be a critical team member capable of material contributions supporting all aspects of the investment process and leading in certain cases where appropriate. Specific work streams will focus on and include but are not limited to financial modeling; research and analysis; investigative due diligence, producing investment memos; legal review, and general critical thinking/problem-solving. Given the flexibility of this role, the different investments/security types, and asset classes, this individual should be comfortable, or seek to gain comfort, in shifting perspectives as needed, based on the underlying investment and situational context. Day-to-day responsibilities for this role may include, but are not limited to: • Analyzing public or private investment opportunities, • Reviewing financial and legal documents as well as other forms of due diligence or market intelligence, • Developing, updating, and maintaining financial models or other analytical tools, • Preparing and presenting investment recommendations, • Presenting and communicating analysis, research, and conclusions while soliciting feedback; audience may include colleagues and external stakeholders, • Driving a process from start to finish with various levels of independence when appropriate The Minimum Qualifications • Bachelor's Degree, • 2+ years of experience (including internship experience) in investment research, turnaround/restructuring consulting, distressed/stressed credit, legal due diligence, and/or related role(s), • 2+ years of experience (including internship experience) in bottoms-up financial modeling and analytic skills The Ideal Qualifications • Industry/sector knowledge in one core, or multiple, different sub-sectors, industries, along with a desire to explore other different areas of opportunity, • Experience in, or exposure to, public and private investments and a working knowledge of different alternative asset classes and capital structures, • Professional experience in complex situations, difficult negotiations, and/or businesses undergoing material change, • Background in, or experience with, an event-driven or fundamental value-oriented multi-strategy alternative investment approach, distress/corporate restructurings, turnaround consulting, private equity, or a related advisory role, • Ability to work with all seniority levels as well as a desire to maintain and grow strong relationships, • Desire to work in a small, collaborative team with shifting responsibilities and areas of focus, • Strong communication skills and deep attention to detail, • Interest in multiple different investment types/strategies and a fundamental value-oriented approach to investment analyses What You Can Expect at MassMutual • MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:, • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes, • A collaborative environment where perspectives are welcomed, • Access to learning, development, and internal networks that support continuous growth and skill-building over time, • Employee-led communities and forums that foster connection, learning, and inclusion across the organization, • A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset We encourage applicants to include a cover letter sharing your interest in this role and why your background and experience is relevant to the opportunity. #LI-FT1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Liquidity Modeling & Analysis Consultant Liquidity Management | Treasury | Finance Full-Time Boston, MA, Springfield, MA, or New York, NY The Opportunity As a Liquidity Modeling & Analysis Consultant, you will work in a fast-paced, innovative and collaborative environment focused on providing the company with detailed analytics on liquidity positioning, identifying liquidity risks, and creating playbooks to mitigate them. This individual contributor role will report directly to the Head of Liquidity Modeling & Analysis within MassMutual’s Treasury organization and will have the opportunity to: • Improve our modeling capabilities from static snapshots to build a dynamic, forward looking forecasting engine capable of navigating the unique complexities of life insurance cash flows, • Participate in the design of contingent liquidity planning frameworks to codify our response to liquidity stress, • Collaborate across multiple teams including Investment Management, Actuarial, Enterprise Risk Management, Financial Planning & Analysis, Controllership, and more The Team The Liquidity Modeling & Analysis Consultant is a member of the Liquidity Management Team within the Treasury organization, which is a dynamic team of individuals with diverse backgrounds that are focused on: · Monitoring our daily cash and liquidity positioning, forecasting our cash flow needs, and maintaining our bank relationships to raise funding · Designing models to forecast our liquidity risks and developing the funding options and execution strategies required to response to stress events · Achieving a balance of maximizing value for our policyholders while continuing to operate within our liquidity constraints · Serving as a strategic partner to our colleagues in Investment Management, Actuarial, and Enterprise Risk Management The Impact Your role within the Liquidity Modeling & Analysis team will contribute to key insights regularly delivered to our senior management on management of key liquidity risks. You will accomplish that through the responsibilities below: Liquidity Modeling & Stress Testing • Improve our liquidity stress testing production process, streamlining the data collection process and improving visibility of results, • Identify areas for automation in order to increase frequency of production, • Participate in efforts to review existing assumptions across products and legal entities, • Expand our stress testing scenario design, and enhance our modeling capabilities to allow for more dynamic scenario modeling, • Participate in broad finance transformational efforts and adapt our approaches to a changing environment Contingency Funding Planning • Conduct analysis to determine the appropriate sizing of contingency funding options and evaluate the benefit of additional contingency funding sources across legal entities, • Assist with development of contingency funding playbooks to better define thresholds and procedures during liquidity stress External Views of Liquidity • Evaluate and interpret our liquidity treatment and ratios against external views (Rating agencies, DFS, DOI, NAIC) and compile results to provide insights to senior leadership, • Reconcile internal liquidity stress testing analyses to external views of liquidity measurement, • Develop peer analysis to compare our liquidity positioning against our life insurance cohorts The Minimum Qualifications • Bachelor’s degree in Economics, Business, Finance, Applied Mathematics, or similar quantitative area of study, • 3+ Years of progressive experience in any of the following areas: Corporate Treasury, Financial Planning & Analysis (FP&A), Corporate Development / M&A, Management or Risk Consulting, Risk Management, or Quantitative Analysis, • Experience with financial modeling in Microsoft Excel The Ideal Qualifications • 5+ years of progressive experience in Corporate Treasury, FP&A, or Financial Modeling, • CFA/FRM or progress towards CFA or FRM, • Experience from banking or insurance industries, • Direct experience in liquidity stress testing concepts, including stress testing scenario design, assumption design and review, and contingency funding planning, • Experience with large, complex financial datasets and translating insights into actionable recommendations for business partners, • Demonstrated Technical and Data Visualization skillset (e.g., Power BI, Tableau, SQL, Alteryx), • Understanding of investments and asset-liability management, • Understanding of insurance liabilities and familiarity with their associated liquidity risks, • Strong multi-tasking skills and ability to adapt to change, • Detail-oriented with demonstrated oral and written communication skills, • Intellectual curiosity to continue learning and adding breadth and depth to understanding What to Expect as Part of MassMutual and the Team • Regular meetings with the Liquidity Management and broader Treasury teams, • Focused one-on-one meetings with your manager, • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups, • Access to learning content on Degreed and other informational platforms, • Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-TB1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Investment Accounting Associate II - Derivatives Controllers Organization of Corporate Finance Full-Time/New York, NY and Boston, Massachusetts; The Opportunity This Investment Accounting Associate II role is a key representative of our Investment Controllership team. The position reports to the Director of Derivatives Controllership and resides within the Financial Controllership team, a critical team within the Controllers Organization which aspires to be best in class financial stewards for MassMutual. This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams focused on solid execution and improving outcomes. The Team The Investment Controllership team is a high-profile team in the Controllers organization, comprised of accounting professionals who oversee our various asset classes and investment activities. The team continues to grow in support of our growing level of assets, key initiatives, and special projects. Our team is driven to provide timely and accurate financial information to our customers. We pride ourselves on working with agility and being a reliable source of information in the organization while continuously improving how we work together as a team to make our processes better. Our culture thrives on inquisitive approaches to our work to help identify issues with specificity and demonstrate high levels of accountability to make things right. At the same time, we foster an environment where individuals can reach their full potential and secure long-term success. We are seeking a candidate with strong communication skills, a forward-thinking mindset, and deep intellectual curiosity to join the team who can make meaningful impact to the organization. The Impact: • Create an environment whereby the team is inspired, engaged and motivated by opportunities to learn and grow, • Manages priorities effectively and adapt quickly to achieve goals while developing efficiencies and established methods in the process., • Thrives in a complex corporate structure and comfortably switch gears and alter courses to adapt to changing circumstances., • Work closely with Investment Management and Operations on close cycles. Prepare and review internal and external audit request., • Actively participate in the implementation of the Company’s key projects, such as system improvement and implementation, • Responsible for ongoing activities as part of the monthly, quarterly and annual close cycles, • Execute processes and controls that support derivative accounting and controllership., • Uses professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team., • Participating in problem solving to improve quality, cycle times, increase efficiencies, improve controls within the Investment Controllership team. The Minimum Qualifications: • Bachelor’s degree, • 4+ years of related work experience in investment/fund accounting or financial reporting with a track record of increasing responsibility, • 2+ years of experience with Microsoft Excel, including experience with complex formulas, PivotTables, data analysis and large financial datasets The Ideal Qualifications: • 6+ years of related work experience, • CPA, CMA or equivalent designations preferred, • Experience in financial service industry or insurance company investment GAAP and Statutory accounting including Schedule DB, • Experience with Investment software such as Aladdin, • Strong analytical skills: ability to analyze financial data sets and tell the story of the data., • Experience with SQL or data analytics software such as Tableau and Alteryx is a plus, • Proven ability to complete high quality work efficiently and increase autonomy over time, • Able to build and maintain strong working relationships across cross-functional groups, • Excellent communication skills with the ability to express ideas in and articulate in an organized and persuasive manner to internal and external stakeholders., • Able to work well in a dynamic and agile environment while assisting the team in execution of various priorities and related deliverables, • Intellectual curiosity to continue learning and adding breadth and depth to understanding, • Experience analyzing new investments and accounting guidance to drive appropriate and preferred investment accounting and reporting across the Company and subsidiaries, • Experience with system conversion or subledger implementation What to Expect as Part of MassMutual and the Team MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes, • A collaborative environment where perspectives are welcomed, • Access to learning, development, and internal networks that support continuous growth and skill-building over time, • Employee-led communities and forums that foster connection, learning, and inclusion across the organization, • A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset #LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Bring your expertise to a new asset class: as a Senior Financial/Investment Advisor at Masterworks, you'll advise high-net-worth investors on incorporating art securities into their broader investment portfolios as a source of diversification. Comprehensive training on the art market provided. Based at 1 World Trade Center. \n \n About Masterworks \n Masterworks Advisers is a Registered Investment Adviser that advises clients on fine art investment products. Through SEC-qualified shares of multi-million dollar paintings, we've introduced more than 70,000 active investors to the $2.2 trillion art market. The firm has over $1 billion in AUM and an art collection of more than 550 works. Our headquarters are located at 1 World Trade Center in New York City’s Financial District. \n \n Does this sound like you? \n\n • You have a strong interest in alternative investments and enjoy helping clients identify opportunities beyond traditional stocks and bonds.\n, • You have a track record of building and managing relationships with high-net-worth investors.\n, • You're comfortable making investment recommendations and translating complex products into a compelling client conversation.\n, • You thrive in an entrepreneurial, high-performance environment.\n\n \n Position Overview \n We’re looking for a Senior Investment Advisor who brings deep financial expertise and a proven track record in client relationship management to play a key role in growing our investor community. \n \n You’ll focus on Existing Investor Growth, managing a client base of established investors and driving repeat investment through proactive outreach, annual portfolio reviews, and strategic presentation of new investment opportunities – growing investor lifetime value and wallet share over time. \n \n In this role, you'll combine expertise in financial markets, portfolio construction, and macroeconomics with strong relationship skills to deliver an exceptional investor experience. No art background needed. We provide comprehensive training on the art market, art as an asset class, and Masterworks investments. \n \n Responsibilities \n\n • Serve as a trusted advisor to investors, delivering consultative guidance on blue-chip art as an alternative asset\n, • Own and grow an established base of HNW clients by conducting portfolio reviews, presenting new investment opportunities, and driving investment decisions with confidence and credibility.\n, • Build deep, long-term relationships with a sophisticated investor base to increase investment activity and lifetime value\n, • Use CRM tools and data dashboards to manage pipeline, outreach strategy, and performance metrics\n, • Collaborate with Product, Marketing, and Finance Operations on specific business objectives\n\n \n Team Overview \n\n • Masterworks Advisers is a growing RIA with a team of advisors primarily from traditional wealth management backgrounds. Senior Advisors are expected to lead by example, model excellence, and raise the bar for the broader team.\n\n \n Licensing \n\n • Already hold a Series 65 or Series 66? Great. If not, we'll support you in earning your Series 65 within your first 60 days of employment (typically 20 to 40 hours of study). Masterworks covers the cost of the exams and study materials. As a regulated entity, licensing is required. \n\n \n Requirements & Preferred Skills \n\n • 7+ years of relevant experience in investment or financial advisory roles (financial advisor, wealth advisor, private client advisor), wealth management, or a similar client-facing role\n, • Demonstrated success developing relationships with sophisticated investors and converting those relationships into meaningful capital commitments\n, • Ability to communicate with sophistication, authority, and professionalism with high-net-worth investors, both verbally and in writing\n, • Deep interest in alternative assets, financial markets, and macroeconomics\n, • Excellent organizational, problem-solving, relationship-building, and time management skills\n, • Proven ability to lead and perform in a fast-paced, high-volume environment\n, • CRM experience strongly preferred (e.g., HubSpot)\n, • Art market knowledge is a plus, but no prior art experience is required\n\n \n Benefits \n\n • Daily catered lunch\n, • Free admission to art museums and galleries\n, • Health, dental, and vision coverage with FSA options\n, • Paid parental leave\n, • PTO and 401(k)\n, • Discounted Equinox membership\n, • Happy hours, company outings, social clubs, and more\n\n \n Compensation: $150,000 to $200,000 OTE

Overview\n \n \nOur team members are the heart of what makes us better. At Hackensack Meridian Health we help our patients live better, healthier lives - and we help one another to succeed. With a culture rooted in connection and collaboration, our employees are team members. Here, competitive benefits are just the beginning. It's also about how we support one another and how we show up for our community. Together, we keep getting better - advancing our mission to transform healthcare and serve as a leader of positive change.\n \n \nAt Hackensack Meridian Health at Home, we recognize our full- and part-time benefit eligible team members by offering a Total Rewards package including comprehensive Health Benefits, generous Paid Time Off, Travel Reimbursement as well as an investment in your future with a 401(k) match and Tuition Reimbursement. Per Diem team members are eligible to participate in Travel Reimbursement and may be eligible to receive a 401(k) match. At www.TeamHMH.com, you'll find the information, resources and tools that will help you to be successful at HMH. From great benefits and innovative wellness programs, to robust learning and development opportunities, we continue to cultivate an exceptional work environment where you can do the kind of work that leads to fulfillment and professional growth.\n \n Responsibilities\n \n \nResponsible for providing professional rehabilitation therapy to patients in their home through evaluation, development and implementation of individual goal-oriented therapy programs in accordance with organization policies and procedures and external organizations.\n \n \n\n • Complete patient evaluation within the specified time frame and assure it contains data that is reflective of a complete, holistic assessment of the client`s condition.\n, • Develop an individualized treatment program based on the evaluation findings focusing on time-oriented, functional and measurable short and long-term goals.\n, • Prepare appropriate system documentation, such as progress notes, reassessments and discharge summaries according to policy and procedures. Assure that progress notes and reassessments reflect skilled care and monitor the patient`s status and progress towards goal achievement.\n, • Assure documentation is precise. Assure documentation is submitted in a timely manner and supports the need for continued skilled care in the home.\n, • Assure that service delivery follows the frequency an duration on the physician`s plan of care for the client.\n, • Act as liaison among physician, MCP and other members of the health care team to ensure effective coordination, appropriate resource referral, and utilization of home health aide services.\n, • Act as a supervising therapist to the Physician Therapy Assistant (PTA). Assess the ability of the PTA to perform the selected interventions as directed on an ongoing basis. Assure co-signatures are performed within regulatory timeframes.\n, • Educate the patient and/or caregiver in a written home program. Submit a copy of the program for the medical record according to policy.\n, • Provide comprehensive education to patients and/or caregivers based upon their identified needs in a manner that they are able to understand.\n, • Develop a rapport and mutual respect with the patient to foster an optimum environment for goal achievement. Implement the treatment plan utilizing correct and appropriate clinical skills and techniques. Independently meet productivity requirements on a consistent basis.\n, • Participate in discharge planning throughout the patient`s course of care. Address problem areas appropriately.\n, • Complete scheduling requirements timely and accurately by updating and submitting new and changed schedules through appropriate system applications.\n, • Respond to voice mail and messages in a timely manner.\n, • Document case communication with other members of the health care team as appropriate throughout the patient`s course of care utilizing secure messaging through appropriate application.\n, • Assure the discharge summary indicates the patient`s current status, outcomes achieved and recommendations for further services or interventions.\n, • Other duties and/or projects as assigned. Demonstrate flexibility with job responsibilities in all areas.\n, • Adheres to HMH`s Organizational competencies and standards of behavior.\n, • Lifts a minimum of 50 lbs., pushes and pulls a minimum of 50 lbs. and stands a minimum of 8 hours a day.\n\n \n Qualifications\n \n \nEducation, Knowledge, Skills and Abilities Required: \n \n\n • Bachelor's Degree in Physical Therapy (PT)\n, • Minimum of Six (6) Months PT Experience\n, • PC Experience/Skills\n\n \nEducation, Knowledge, Skills and Abilities Preferred: \n \n\n • Doctorate\n\n \n \nLicenses and Certifications Required: \n \n\n • Physical Therapist License.\n, • AHA Basic Health Care Life Support HCP Certification.\n\n \n Compensation\n \nMinimum rate of $92,144.00 Annually\n \n \nHMH is committed to pay equity and transparency for our team members. The posted rate of pay in this job posting is a reasonable good faith estimate of the minimum base pay for this role at the time of posting in accordance with the New Jersey Pay Transparency Act and does not reflect the full value of our market-competitive total rewards package. \n \n \nThe starting rate of pay is provided for informational purposes only and is not a guarantee of a specific offer. Posted hourly rates may be stated as an annual salary in the offer and posted annual salaries may be stated as an hourly rate in the offer, depending on the level and nature of the job duties and credentials of the candidate. The base compensation determined at the time of the offer may be different than the posted rate of pay based on a number of non-discriminatory factors, including but not limited to: \n\n • Labor Market Data: Compensation is benchmarked against market data to ensure competitiveness.\n, • Experience: Years of relevant work experience.\n, • Education and Certifications: Level of education attained, including specialized certifications, credentials, completed apprenticeship programs or advanced training.\n, • Skills: Demonstrated proficiency in relevant skills and competencies.\n, • Geographic Location: Cost of living and market rates for the specific location.\n, • Internal Equity: Compensation is determined in a manner consistent with compensation ranges for similar roles within the organization.\n, • Budget and Grant Funding: Departmental budgets and any grant funding associated with the job position may impact the pay that can be offered.\n\n \nSome jobs may also be eligible for performance-based incentives, bonuses, or commissions not reflected in the starting rate. Certain positions may also be eligible for shift differentials for work performed on evening, night, or weekend shifts. \n \n \nIn addition to our compensation for full-time and part-time (20+ hours/week) job positions, HMH offers a comprehensive benefits package, including health, dental, vision, paid leave, tuition reimbursement, and retirement benefits.\n \n HACKENSACK MERIDIAN HEALTH (HMH) IS AN EQUAL OPPORTUNITY EMPLOYER \n \n \nAll qualified applicants will receive consideration for employment without regard to age, race, color, creed, religion, sex, sexual orientation, gender identity or expression, pregnancy, breastfeeding, genetic information, refusal to submit to a genetic test or make available to an employer the results of a genetic test, atypical hereditary cellular or blood trait, national origin, nationality, ancestry, disability, marital status, liability for military service, or status as a protected veteran.\n \n Our Network\n \n Hackensack Meridian Health (HMH) is a Mandatory Influenza Vaccination Facility\n \n \nAs a courtesy to assist you in your job search, we would like to send your resume to other areas of our Hackensack Meridian Health network who may have current openings that fit your skills and experience.

Hedge Fund in New York City is seeking an Investor Relations VP for a full-time position! \n \n Responsibilities: \n \n\n • Lead business development initiatives by identifying and cultivating prospective institutional investor relationships through strategic market research, networking, and targeted outreach\n, • Own and manage the investor sales pipeline, tracking opportunities from initial engagement through onboarding while driving capital raising efforts\n, • Serve as a key point of contact for existing and prospective investors, delivering clear, accurate, and timely communications regarding fund performance, strategy, and corporate developments\n, • Partner closely with senior leadership and investment professionals to ensure consistent, strategic messaging across all investor communications\n, • Prepare and deliver high-quality investor presentations, due diligence materials, quarterly reports, and marketing collateral\n\n \n Qualifications: \n \n\n • Bachelor's Degree from a top-tier school\n, • 7-10 years working in a similar role, or with a top-tier firm as a product specialist\n, • Experience with Venn by Two Sigma\n, • Strong analytical skills\n\n

COMPANY DESCRIPTION: \n Our client is a multi-billion-dollar venture capital firm with offices in NYC and SF. The firm is hiring for its NYC location. \n \n JOB DESCRIPTION: \n Our client is seeking a Vice President of Investor Relations. In this role, the VP will support the fundraising process and work with existing investors. This is not a sales role though. Job responsibilities include: \n \n -Oversee and help supervise investor relations associates, providing guidance on workflow, content development, and execution specifically related to RFPs, DDQs and other investor requests. \n -Support the development and refinement of the firm’s messaging around portfolio strategy, positioning, and performance \n -Conduct and support portfolio analytics to inform investor discussions and reporting \n -Assist in the creation and enhancement of materials for existing and new products, including fundraising and marketing collateral \n -Translate complex investment concepts and portfolio data into concise, investor-friendly narratives \n -Help maintain consistency of message across investor presentations, reporting materials, and other external communications \n \n JOB REQUIREMENTS: \n -At least 4 years of experience in an investor relations role at a private equity fund or a venture capital fund \n -Undergraduate degree required \n -Strong commitment to high-touch client service with an emphasis on accuracy and precision \n -Exceptional written, verbal, and presentation skills with the ability to communicate complex ideas clearly and concisely \n -Process-oriented mentality with the patience to analyze and improve each step taken

Position Overview \n \n A well-established private investment and family office with a diversified portfolio of real estate and other investments is seeking an accounting and tax professional to join its team. The organization manages a range of privately held investments and related entities and offers a hands-on environment with exposure to both family office operations and investment activities. \n \n This role will work across tax compliance, partnership accounting, investment operations, and family office accounting, providing an opportunity to gain broad exposure to the financial activities of a private investment organization. \n \n Key Responsibilities \n\n • Prepare individual income tax returns, including Form 5500, and assist with related tax compliance.\n, • Prepare and assist with tax matters involving partnerships, individuals, trusts, estates, and foundations.\n, • Perform monthly accounting and reconciliations for various investment partnerships in the portfolio.\n, • Support investment-related activities, including cash tracking, capital calls, distributions, funding, loans, and acquisitions.\n, • Maintain cash rollforwards and reconcile investment and operating accounts.\n, • Coordinate with external administrators and service providers on investment activity.\n, • Maintain loan schedules and supporting financial documentation.\n, • Assist with bookkeeping, bill payment, and other family office accounting needs.\n, • Prepare financial schedules, reporting, and ad hoc analysis.\n\n \n Qualifications \n\n • Accounting and/or tax experience, preferably in a family office, investment, or public accounting environment.\n, • Experience with individual and partnership tax preparation, with exposure to trusts, estates, and foundations.\n, • Strong accounting and Excel skills; QuickBooks Online experience is a plus.\n, • Ability to work across both tax and investment-related responsibilities.\n, • Strong attention to detail, organization, discretion, and ability to manage deadlines.\n\n

RealityMine is building the world’s leading behavioural intelligence platform for the AI economy—and we’re looking for experienced senior leaders to help unlock opportunities in the key US market. \n \n We’re bringing together US-based business advisors to help shape our next phase of growth, building on our work with some of the largest digital ad platforms. \n We’re interested in two complementary backgrounds: \n\n • Commercial leadership: opening doors, shaping market opportunities and building strategic relationships.\n, • Product, partnerships or engineering leadership: connecting our technology and data capabilities to client needs and helping shape compelling propositions.\n\n \n This is a paid, part-time advisory opportunity, with scope to explore a Non-Executive Director appointment where appropriate.RealityMine is building the world's leading consented behavioural intelligence platform, providing trusted, deterministic human data to power decision infrastructure for the AI economy. \n \n The US is central to our growth strategy. A particular opportunity is to provide continuous proprietary behavioural signals to major digital advertising and technology platforms, supporting advertising effectiveness, monetisation and increasingly sophisticated AI and machine-learning models. \n \n Our immediate focus is a relatively small number of high-value strategic relationships. We need advisors who can help identify where our data adds value, explain why clients would engage, and connect us with the people who can sponsor and evaluate those opportunities. \n \n The opportunity \n RealityMine is developing its US advisory capability and is seeking senior, US-based business advisors with complementary expertise. We are interested in two backgrounds: commercial leadership; and product, partnerships or engineering leadership. Candidates may bring strength in either area; they are not expected to cover both equally. \n Advisors will provide practical market insight, constructive challenge and relevant introductions to the CEO and leadership team. The emphasis is on improving client fit, opportunity selection and strategic relationships, with a remit tailored to each advisor’s expertise. \n Priority relationships include YouTube, TikTok and Pinterest, alongside Meta and other major advertising platforms. OpenAI and Anthropic are relevant to our AI and data opportunities, with the proposition tailored to each organisation. The agreed account focus will be reviewed with the CEO. \n \n Appointment and working arrangements \n • Location: United States, with strong current knowledge of the US technology and advertising ecosystem. \n • Appointment: paid, part-time business advisor, contributing to RealityMine’s US advisory capability. Fee, term and time commitment to be agreed. \n • Works closely with: CEO and senior leaders across Growth, Commercial, Product, Partnerships and Engineering; with engagement with the Chair as appropriate. \n • Working pattern: regular advisory discussions and preparation, with targeted support between meetings. Availability and deliverables will be agreed at appointment. \n This profile covers an advisory appointment and does not carry a statutory director seat or board voting authority. A potential NED appointment may be discussed separately with a suitable candidate, with its own responsibilities and appointment terms. \n \n Responsibilities and role boundaries -Shared responsibilities \n • Identify client value: help translate RealityMine’s behavioural intelligence into specific client use cases, business benefits and compelling reasons to engage. \n • Create relevant senior access: facilitate purposeful introductions to product, data, AI, monetisation, partnerships and commercial decision-makers within agreed priority accounts. \n • Navigate target organisations: identify potential sponsors, technical evaluators, budget owners and approval routes, and advise on an effective engagement strategy. \n • Provide market counsel: share insight on digital advertising, platform monetisation, data and AI, and how changes in the ecosystem affect RealityMine’s opportunities. \n • Challenge constructively: test assumptions on positioning, opportunity priorities and strategic partnerships, drawing on first-hand experience. \n \n Commercial advisor focus \n • Advise on account prioritisation, routes to market and the commercial proposition for major platform relationships. \n • Help the CEO and commercial leadership understand client priorities, buying processes, budgets and partnership economics. \n • Coach the team on stakeholder engagement and the development of strategically important opportunities. \n • Use relevant relationships and credibility to open doors and strengthen RealityMine’s standing in the US ecosystem. \n Product, partnerships or engineering advisor focus \n • Assess how RealityMine’s data could fit into a client’s advertising, measurement, insight or AI products and workflows. \n • Advise on data evaluation, integration and adoption: quality, coverage, representativeness, permissions, refresh cadence and technical requirements. \n • Help shape credible pilots and success criteria, and explain likely technical objections and build-versus-buy considerations. \n • Connect RealityMine with product owners, engineering and data-science leaders, and strategic data-partnership teams. \n \n Role boundaries \n Advisors enable the executive team’s work. The CEO and commercial team retain accountability for qualification, commercial decisions, negotiation and closing. Product and Engineering retain ownership of roadmaps, architecture and delivery. Advisors do not manage teams or commit RealityMine to contracts. \n Advisors must be able to contribute within their employer, client and other professional obligations. Relevant competing interests and restrictions on introductions or information sharing should be identified before appointment and kept under review. \n \n Candidate profile and success measures- Shared requirements \n • Current or former Senior Director, VP, SVP, Head of Commercial, Product, Partnerships or Engineering, or C-suite leader, with relevant US market knowledge. Equivalent experience is welcome; responsibility, expertise and relationships matter more than title. \n • A relevant network of senior decision-makers and an ability to explain how those relationships could support RealityMine’s agreed priorities. \n • Sound commercial judgement, clear communication and the ability to turn market or technical insight into practical advice. \n • Experience developing complex strategic relationships and working effectively across commercial and technical functions. \n • Sufficient capacity and motivation to contribute actively between advisory discussions, while respecting executive accountability. \n \n Background A: Commercial leadership \n Senior experience in advertising monetisation, commercial strategy, business development or platform partnerships. This may come from a major technology platform, a data or technology business serving those platforms, or a relevant consulting practice with substantial advertising and operating context. \n Evidence should include understanding of client buying priorities and the development of high-value relationships. Advertiser-side media investment or marketing-data experience is also relevant where it brings strong platform access and buying insight. \n \n Background B: Product, partnerships or engineering leadership \n Senior experience in advertising or data products, engineering, measurement, data science, AI or strategic data partnerships. Candidates will understand how platforms evaluate, integrate and use external data. \n Candidates should connect technical possibilities with commercial benefit, with depth in one relevant discipline and the ability to work across the others. \n Particularly attractive experience \n Former platform leaders, recent leavers moving into portfolio work, and people who have scaled businesses serving major platforms are particularly relevant. A former CEO title or previous NED appointment is not essential. \n \n What success looks like \n Agree objectives for the first three to six months, tailored to each advisor’s remit. Prioritise a small number of valuable opportunities and relationships. \n • Shared: clearer priority use cases, sharper positioning and meaningful engagement with the right sponsors and evaluators. \n • Commercial: stronger account plans, better understanding of buying routes and accelerated development of selected strategic relationships. \n • Product / technical: clearer data-value hypotheses, actionable feedback on adoption requirements and well-defined pilot or evaluation criteria. \n \n Commercial outcomes depend on client decisions and executive delivery. Advisors will be assessed on the relevance and quality of their contribution, rather than the volume of introductions alone. \n \n If you’re excited by the opportunity to help build something transformational—or curious to learn more—we’d love to hear from you. Please message me directly, or introduce someone you think we should meet.

Responsibilities Advise asset managers, financial institutions, broker-dealers, and other market participants on investment management and transactional matters Structure and negotiate complex financing arrangements and related agreements Provide strategic guidance on fund-related transactions and m

Real estate investment firm is seeking an Accounting & Finance Manager with Restaurant + Real Estate experience in New York This Jobot Job is hosted by: Tony Marasco Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.

Job Details We are seeking a Senior Tax Manager with strong partnership tax experience, ideally gained within a public accounting environment serving sophisticated investment and business clients. Responsibilities include: Manage and review complex partnership tax engagements Review federal and stat

Job Description At PEARCE, we've got a career for you! Pearce is a leading technology-enabled provider of asset management solutions for mission-critical electromechanical infrastructure throughout North America. Pearce provides technical maintenance, repair, operations, and engineering services for uninterruptible power supply (UPS) systems, backup power generators, battery energy storage systems (BESS), critical cooling systems, and other electrical and mechanical infrastructure across end markets such as renewable energy, telecom, and data centers. Founded in 1998, Pearce has more than 4,000 employees and 28 locations across the U.S. Pearce is a wholly owned subsidiary of CBRE Group, Inc., the world's largest commercial real estate services and investment firm. To learn more about Pearce visit http://www.pearce-services.com. Your Impact Pearce is seeking Experienced HVAC Technicians to join our team for servicing and repairing commercial HVAC equipment on telecom shelters located on Cell Tower sites. This is a fast-paced and rewarding job that is best suited for individuals who are responsible, self-directed, highly motivated, willing to travel, and looking to learn and grow in the Telecom industry. This is a regional position. Candidates should reside 60 miles of the East Rutherford, New Jersey area. Core Responsibilities • Maintaining cooling systems – diagnosing, troubleshooting, repairing, or installing and replacing components of entire systems., • Conducting performance checks and regular maintenance on HVAC equipment., • Performing additional maintenance or upgrades to out-of-season HVAC equipment., • Responding to service calls in a timely manner, including emergency call out services., • Timely and accurate completion of daily work reports., • Operate and maintain a motor vehicle safely and legally per the PEARCE Employee Handbook and insurance requirements. Specific duties may vary or evolve over time based on business and client needs. Core Experience • Must be Level 2 or Universal EPA Certified (Required)., • 3+ years of experience with HVAC maintenance (commercial preferred)., • Basic knowledge of electronic, mechanical, and electrical components including refrigeration systems is preferred., • Must be able to communicate effectively both verbally and by email. Physical/Work Environment At Pearce safety is our number one concern. Candidates must be able to comply with OSHAFCC/FAA/EPA Standards. • Candidates should reside 60 miles of the East Rutherford, New Jersey area., • Must be available for after-hours and weekend call outs on occasion., • Extensive daily travel in an independent work structure., • Occasional overnights required-company pays all travel costs and provides per diem., • Driving to remote work sites as needed., • Be exposed to ambient temperatures while working outdoors., • Lift and move equipment as needed (up to 50 pounds)., • Will be required to pass a Department of Transportation (DOT) physical. Compensation: $30.00-$40.00 hourly/DOE At Pearce, we are committed to fair and transparent pay practices. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and location. In addition to wages, employees may also be eligible for performance and referral bonuses, production incentives, tool/equipment and fuel stipends, company vehicle, per diem or other applicable compensation. We also offer all full-time employees a comprehensive benefits package including health and life insurance, 401k with employer match, paid time off, tuition reimbursement, and professional development courses. This pay range reflects our commitment to pay equity and compliance with state and federal pay transparency laws. If you have questions about compensation, we encourage open discussions during the hiring process. Base Pay Range $30—$40 USD What We Offer Pearce offers a family-friendly and innovative culture with opportunities for growth, competitive compensation, comprehensive health benefits including medical, dental and vision insurance, flexible spending accounts, HSA option. To help you recharge, we have paid vacation and paid holidays. For your future, we offer a company-matching 401(k) Retirement, Life Insurance, Tuition reimbursement, and professional development training. To help you be successful at work, as required for the role, we will provide a company vehicle, phone, laptop, or tablet along with all necessary tools and safety equipment. We are an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Learn more about us at www.Pearce-Services.com!

Fund in Midtown, Manhattan is seeking a Compliance Manager for a full-time position! \n \n Responsibilities: \n \n\n • Day-to-day administration of the compliance program under Rule 38a-1 and Rule 206(4)-7\n, • Proficient in working with portfolio data to ensure proper pre-trade compliance (restricted list, adherence to investment guidelines as per the PPM, SMA terms)\n, • Manage all other compliance requirements such as quarterly attestations, personal employee trading\n, • Ensure all necessary filings are made (13H, Form PF, CFTC exemptions, etc.)\n, • Inventory and track for adherence to any investor requirements (side letter terms, SMA terms, etc.)\n, • Prepare the annual compliance calendar and monitor adherence to all deadlines.\n, • Manage employee regulatory filings, disclosures, and preclearance requests\n, • Distribute compliance notifications, including trading window alerts and restricted lists, and issue additional reminders as needed.\n\n \n Qualifications: \n \n\n • Bachelor's Degree\n, • Working knowledge of the Investment Advisers Act, Investment Company Act, and Securities Exchange Act\n, • 3-7 years experience working in compliance at a hedge fund or asset manager\n, • Experience with owning recurring compliance calendars and close items with documented evidence of review and completion.\n\n

Job Description Are you a driven and skilled Automotive Technician ready to rev up your career? Look no further! We're seeking passionate individuals to join our team at two prestigious locations: Mercedes-Benz of Brooklyn and Land Rover Brooklyn. At Kollective Automotive Group, we offer more than just a job; we offer a dynamic and rewarding career path. Why Kollective Automotive Group? Outstanding Earning Potential: We pay better than everyone else, with over 50% of our technicians earning above $100,000 annually. Line technicians start at an impressive $20 per hour and can earn more than $85 per hour. State of the Art Facility and Tools: Our state-of-the-art facility features an organized tool room, high-quality lifts that are regularly inspected and maintained, and an arsenal of cutting-edge tools, including Xentry, TopIX Cloud Pathfinders, and scan tools to empower you in delivering exceptional service. Top-Notch Parts Department and Knowledgeable Parts Countermen: Our parts department is one of the largest in the country, providing you with a robust inventory that streamlines your work and allows you to get jobs done quickly. Our parts countermen are responsive, possess great attitudes, and are loaded with knowledge. They're your reliable partners in getting the right parts, right when you need them. Talented Service Advisors: Our service advisors are skilled in providing exceptional customer support, consistently ensuring that customer pay exceeds the area average. Investment in Your Growth: We invest in our team members. Enjoy multiple training opportunities throughout the year, keeping you at the forefront of industry advancements. Efficient Workflow: We operate with central dispatch, whose compensation is tied to the hours produced. This ensures seamless operations and efficient workflow. Job Requirements: As an Automotive Technician at Kollective Automotive Group, your role is pivotal in delivering top-notch service. Here's what we expect: • Timely Repairs and Maintenance: Efficiently repair and maintain customer vehicles, ensuring a seamless experience for our valued customers., • Multi-Point Inspection: Consistently utilize our Multi-Point inspection tool at a rate greater than 98%, maintaining safety and reliability., • High-Quality Workmanship: Provide high-quality work at a productive rate, following published procedures and safety guidelines, ensuring Parts Compliance., • Stay Informed: Keep up-to-date with the latest technical bulletins and service publications to stay ahead in your field., • Continuous Training: Attend and actively participate in training programs recommended by our Shop Supervisor and management to enhance your skills., • Warranty Compliance: Adhere to warranty policies when assisting other Dealership Team members in completing warranty information, maintaining the highest standards of compliance., • Exceptional Customer Experience: Treat every customer as a guest in your home, delivering exceptional service that creates a lasting impression and an exceptional customer experience. Who We are Looking for? First and foremost, you must be a team player focused on always caring for our customers. We are not a place where you come to relax, we are a group that requires hard work and rewards it accordingly.. At Mercedes-Benz of Brooklyn we are looking for various skill levels. If you are a lube technician looking to grow and no longer be just a lube technician we are the place for you. If you are a seasoned mechanic with another brand we have a track record of helping many people transition and learn the world class Mercedes-Benz product. If you are a Master Certified Automotive Technician at another Mercedes-Benz dealership and want to finally be rewarded for your hard work then we are definitely the dealership for you. At Jaguar Land Rover Brooklyn we are currently fully staffed but would still be more than happy to meet with you. We have grown month over month but as always, our priority is to protect the income of the technicians. To many technicians means underpaid technicians and that simply isn’t acceptable to us. If you have experience as a Jaguar Land Rover mechanic or are a Level 4 master technician with the brand we would be more than happy to meet you and discuss the potential opportunities with us in the future. There will come a time where we out grow our current team and you can cut to the front of the line by meeting with us today. If you're ready to accelerate your career with a team that values your expertise and dedication, apply today and drive your future forward with Kollective Automotive Group. Discover the road to success! #AutomotiveTechnician #KollectiveAutomotiveGroup #JoinOurTeam * If you are a recent graduate or looking for an apprenticeship or an express technician we are hiring for those roles as well. Depending on the role those jobs pay between $19-$26 hourly. The goal is to progress to a flat rate technician 6-24 months which is advertised above. *

Job Description At PEARCE, we've got a career for you! Pearce is a leading technology-enabled provider of asset management solutions for mission-critical electromechanical infrastructure throughout North America. Pearce provides technical maintenance, repair, operations, and engineering services for uninterruptible power supply (UPS) systems, backup power generators, battery energy storage systems (BESS), critical cooling systems, and other electrical and mechanical infrastructure across end markets such as renewable energy, telecom, and data centers. Founded in 1998, Pearce has more than 4,000 employees and 28 locations across the U.S. Pearce is a wholly owned subsidiary of CBRE Group, Inc., the world's largest commercial real estate services and investment firm. To learn more about Pearce visit http://www.pearce-services.com. Your Impact The Solar Battery Energy Storage System (BESS) Technician in the PEARCE Renewables Operations and Maintenance (OM) division performs tasks involving operations and maintenance (O&M) and physical labor at commercial and industrial solar energy projects located throughout United States. These are local sites-candidates should reside within 50 miles of the New York, New York areas. Core Responsibilities • Troubleshoot and perform preventive maintenance on Battery Energy Storage System (BESS) equipment., • Perform Lock Out Tag Out (LOTO) of equipment as an authorized person and under properly performed LOTO conditions., • Conduct daily safety and task planning discussions including pre-task planning, Job Hazard Assessments (JHAs), and Risk Assessments (RAs)., • Interact with vendors and customers in a professional manner., • Act as a team member to support site work which could include supervising field work onsite focusing on safety, quality, and efficiency. Specific duties may vary or evolve over time based on business and client needs. Core Experience • 3- 4+ years of electrical proficiency relating to electrical systems and components is required., • 3- 4+ years of Renewable energy experience is preferred., • A commitment to safety and attention to detail with the ability to recognize potential issues and provide safe solutions., • Post-secondary education is preferred., • Electrical certifications are preferred such as OSHA 10, OSHA 30, and NFPA70E., • Excellent written and verbal skills to meet Environmental Health and Safety (EHS) internal and external requirements is required. Physical/Work Environment: At Pearce safety is our number one concern. Candidates must be able to comply with OSHA Standards. • Candidates residing in the New York, New York area preferred., • Candidates must have a valid driver's license for at least a year., • Work possible rotating shifts., • Prolong standing and working in ergonomic challenging positions., • Varied climates based upon locations. Compensation: $35.00-$60.00 hourly/DOE At Pearce, we are committed to fair and transparent pay practices. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and location. In addition to wages, employees may also be eligible for performance and referral bonuses, production incentives, tool/equipment and fuel stipends, company vehicle, per diem or other applicable compensation. We also offer all full-time employees a comprehensive benefits package including health and life insurance, 401k with employer match, paid time off, tuition reimbursement, and professional development courses. This pay range reflects our commitment to pay equity and compliance with state and federal pay transparency laws. If you have questions about compensation, we encourage open discussions during the hiring process. Base Pay Range $35—$60 USD What We Offer Pearce offers a family-friendly and innovative culture with opportunities for growth, competitive compensation, comprehensive health benefits including medical, dental and vision insurance, flexible spending accounts, HSA option. To help you recharge, we have paid vacation and paid holidays. For your future, we offer a company-matching 401(k) Retirement, Life Insurance, Tuition reimbursement, and professional development training. To help you be successful at work, as required for the role, we will provide a company vehicle, phone, laptop, or tablet along with all necessary tools and safety equipment. We are an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Learn more about us at www.Pearce-Services.com!

A top-tier Investment Bank in Midtown is looking for a permanent KYC Associate! \n \n Responsibilities: \n \n\n • Ensure KYC documentation added to the KYC source systems is accurate and complete\n, • Drive key relationships with the business and clients, including acting as Single Point of Contact for KYC\n, • Liaise with Sales, Bankers, Relationship Managers and client directly to acquire missing client KYC documentation\n, • Discuss and escalate with Compliance complex issues surrounding client types and structures, financial products and services, and other AML risk-related issues\n, • Perform public and internal research to complete due diligence on client KYC profiles\n\n \n Qualifications: \n \n\n • 4+ years experience within KYC\n, • Bachelor's degree\n, • Experience with WorldCheck\n

Madison Hunt is partnering with a leading global alternative asset manager with an established track record of investing across infrastructure and real assets. The firm is expanding its investment team in New York, with a dedicated focus on opportunities across the rapidly evolving digital infrastructure landscape. \n \n The strategy targets investments across data centers, connectivity, digital platforms, power generation, and related infrastructure supporting the growth of the digital economy. \n \n Position Overview \n The firm is seeking an Associate / Senior Associate to join its growing investment team in New York. The successful candidate will be involved in the full investment lifecycle, including evaluating new opportunities, executing transactions, and managing existing investments across digital infrastructure and adjacent sectors. \n \n Key Responsibilities \n\n • Evaluate investment opportunities across digital infrastructure, including data centers, fiber networks, connectivity, power, and related assets\n, • Develop and maintain detailed financial models, including valuation, investment returns, and scenario analyses\n, • Conduct commercial, financial, and operational due diligence on prospective investments\n, • Support transaction execution, including deal structuring, financing, and negotiations\n, • Prepare investment committee materials, presentations, and investment recommendations\n, • Monitor portfolio company performance and support strategic value creation initiatives\n, • Conduct market research and identify emerging investment themes across digital infrastructure and power\n\n \n Candidate Qualifications \n\n • 2–5 years of relevant experience in investment banking, private equity, or a related investment role\n, • Strong financial modeling, valuation, and transaction execution capabilities\n, • Demonstrated interest in digital infrastructure, data centers, telecommunications, power, or broader infrastructure investing\n, • Prior experience in infrastructure, TMT, power & utilities, or related sectors preferred but not required\n, • Strong analytical, communication, and presentation skills\n, • Ability to work effectively in a lean, collaborative, and fast-paced investment environment\n\n \n The Opportunity \n This position offers the opportunity to join a growing digital infrastructure investment strategy within a globally established asset management platform. The successful candidate will gain exposure to a broad range of transactions, work closely with experienced investment professionals, and play an integral role in deploying capital across one of the fastest-growing segments of the infrastructure market.

You're not here to maintain someone else's platform. You're here to define how reliability works across an entire engineering organization. \n \n This is a SRE role at one of the world's largest hedge funds, with a genuine engineering-first culture. Technology isn't treated as a support function here-it's a core part of the business, backed by significant investment and a track record that speaks for itself. \n \n You'll be building the tooling that hundreds of engineers rely on every day. That means getting deep into observability, automation, and infrastructure, and doing it at a scale where the decisions you make actually matter. \n \n You'll partner closely with engineering teams across the organization, driving automation and shaping reliability practices from the ground up. You'll have real ownership and the autonomy to move fast and do things properly. \n \n You'll be working across GCP, Terraform, Ansible, and CI/CD pipelines, with strong observability tooling like Datadog at the center of how you understand system health. You'll bring solid Python skills and a deep understanding of distributed systems and what it actually takes to keep them reliable at scale. \n \n Ideally you've already built or operated scalable, reliable systems in complex environments. You know how to work with engineering teams, not just support them, and you understand that the best reliability work happens when you're embedded in the product, not watching from the outside. \n \n The compensation reflects the seriousness of the role, starting at $175,000 - $300,000 base plus a highly competitive performance bonus, with the kind of exposure to best-in-class engineers and modern tooling that genuinely accelerates a career. \n \n Fully onsite \n \n Ready to own reliability at scale? \n \n Get in touch. \n \n No up-to-date CV required.

Graycliff is growing and is looking to hire a Vice President with 4+ years of experience in lower middle market credit investing. The new hire will be based in our NYC headquarters with an immediate start date. Graycliff Credit manages ~$800 million of assets and committed capital and is investing out of its fifth fund, raised in 2026. The fund provides unitranche, second lien, mezzanine, preferred equity and equity co-invests to private equity-sponsored, independent sponsor-backed, and non-sponsored companies. We typically focus on businesses with $3 to $15 million of EBITDA and invest across industries. \n \n This is a great opportunity to join a lean team on a growing platform. The Vice President will play a central role in executing Graycliff’s investments and will have meaningful responsibility from day one \n \n Responsibilities will include: \n · Lead the underwriting and structuring of new investments from initial screen through Investment Committee approval and closing \n · Monitor portfolio company performance, KPIs and covenant compliance; review monthly and quarterly reporting packages \n · Lead amendments, waivers, refinancings, add-on financings and recapitalizations for existing portfolio companies \n · Source new investment opportunities by covering a defined set of lower middle market sponsors and intermediaries and owning the firm's relationships with them \n \n About Graycliff Partners: \n \n Graycliff was formed in 2011 by the former management team of HSBC’s U.S. private equity unit and now manages a family of funds providing debt and equity capital to lower middle market companies. We are currently investing out of three funds and have over $1.7 billion in committed capital. We are a team of 20 investment professionals with the majority of team members based out of our NYC headquarters. \n \n In accordance with New York State pay transparency laws, base salary for this position is estimated to be in the range of $150,000 to $200,000 and total annual compensation, inclusive of a discretionary bonus, is estimated to be $350,000 to $500,000. Note that salary / compensation may fall outside these parameters and will be dependent on experience level, among other qualifications.

About Cresset \n Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized**—integrated, intentional, and aligned with each client’s vision of success. \n \n We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first. \n \n Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s among the nation’s top multi-family offices,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. \n \n Job Description \n As Cresset continues to grow through acquisitions, lift-outs, strategic hires, and organic expansion, exceptional onboarding and integration has become a core differentiator of our business. The Managing Director, Head of Advisor Transitions & Integration is responsible for overseeing all aspects of advisor and client transitions from initial due diligence through full integration. This leader will define the strategy, operating model, governance, and execution standards that enable Cresset to deliver a seamless experience for incoming advisors, their team, and clients. While this role is highly strategic, it is equally operational. During periods of advisor onboarding and integration, this leader is expected to be fully embedded with incoming teams, working side by side with advisors, internal Cresset subject matter experts, custodians and 3rd party partners to coordinate resources, remove obstacles, and ensure the successful transition of clients and assets. \n \n This is not a role that leads integrations from afar; it requires a leader who is equally comfortable developing enterprise strategy and rolling up their sleeves to execute alongside the business teams. During onboarding, this leader is expected to be physically present with incoming teams for multiple, consecutive weeks. They will work directly alongside Advisory Practice Management Operations, Client Service, Technology, HR, Compliance, Legal, and other business functions to ensure resources are effectively coordinated and issues are identified and resolved quickly so advisors and their team members can remain focused on serving clients. Success requires calm leadership under pressure, sound judgment, and the ability to rapidly prioritize competing demands while maintaining an exceptional advisor and client experience. \n \n Key Responsibilities \n\n • Serve as an active partner to Corporate Development and Advisory Leadership during due diligence to assess operational readiness, integration complexity, technology environments, organizational structures, client service models, and transition risks.\n, • Evaluate advisor operating models and identify opportunities to accelerate integration while preserving the elements that make teams successful.\n, • Lead readiness planning by developing preliminary integration strategies, day one operating models, transition timelines, pre-close checklists, break readiness, resource requirements and alignment internally and with partners, and risk mitigation and contingency plans ahead of break.\n, • Quickly build trusted relationships with incoming leadership teams and team members to establish confidence and ensure a seamless transition.\n, • Support late-stage conversations by clearly articulating the integration approach and advisor experience\n, • Identify critical decisions that must be made prior to onboarding and ensure appropriate alignment internally and with incoming team.\n\n \n Integration Execution & Delivery \n\n • Lead day-to-day execution of integration plans post-break, including regular integration meetings / discussions and working sessions to track progress and resolve blockers\n, • Drive coordination across operations, client service, compliance, technology, reporting, finance, and HR\n, • Translate strategic integration plans into detailed workstreams, timelines, and deliverables\n, • Serve as the primary operator ensuring milestones, risks, and dependencies are actively managed\n, • Identify and resolve issues early, pulling in subject matter experts to triage and stabilize and senior leaders as needed to support\n, • Establish clear ownership and accountability across all integration workstreams\n\n \n Advisor & Client Transition \n\n • Own the advisor transition experience from signed agreement through post-integration stabilization.\n, • Serves as the face of Cresset's transition experience for incoming advisors and teams across the following activities: Advisor onboarding strategy, client transition planning, asset migration coordination, custodian conversion planning, communications, readiness and scenario planning, training coordination, service model implementation, and issue escalation and resolution.\n\n \n Systems & Data Integration \n\n • Oversee integration of technology tools (ex. Salesforce, Addepar, custodian platforms, and financial planning)\n, • Coordinate data migration, validation, and reconciliation\n, • Identify and resolve system gaps, inconsistencies, and reporting issues\n\n \n Investment & Platform Integration \n\n • Support review and mapping of portfolios, securities, and alternative assets\n, • Coordinate platform approvals and transitions with investment and operations teams\n, • Address custodial setup, pricing discrepancies, and account structure issues\n\n \n Process & Playbook Development \n\n • Develop and refine integration playbooks and best practices\n, • Conduct post-mortems, document lessons learned and continuously improve workflows\n, • Support scaling the integration function as deal volume grows\n\n \n Qualifications \n\n • Bachelor’s degree required; advanced degree or certifications a plus.\n, • 10+ years of experience in financial services, wealth management, or integration-focused roles.\n, • Demonstrated experience leading large-scale advisor transitions, acquisitions, or enterprise integrations within wealth management or financial services.\n, • Comfortable leading highly visible integrations where executive presence, responsiveness, and sound judgment are essential.\n, • Proven ability to remain calm and decisive while managing multiple priorities in rapidly changing environments.\n, • Experience building trust with founders, advisors, and senior executives during periods of significant organizational change.\n, • Willingness to travel extensively in support of acquisitions, lift-outs, advisor transitions, due diligence, and post-close integration activities.\n, • Proven ability to lead complex, multi-workstream initiatives and fluency with project management tools (e.g., Asana.)\n, • Strong understanding of brokerage/custody operations, account transfers, client onboarding, and wealth management technology.\n, • An understanding of custodial platforms (Schwab, Fidelity, Pershing), advisor technology ecosystems (e.g., Addepar, E-Money, MSCI Wealth, Salesforce), and investment portfolio structures.\n, • Exceptional communication, organizational, relationship-building, and stakeholder management skills.\n, • Ability to operate with a high degree of ownership in a fast-paced, evolving environment\n, • Clear alignment with Cresset’s values of client-first excellence, partnership, collaboration, and continuous improvement.\n\n \n What We Offer: \n At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Starting salary is $200,000 - $255,000. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. \n \n Equal Employment Opportunity \n It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities. \n \n *Disclosures related to awards, recognitions, and rankings available here. \n \n *Barron's Top 100 RIA Firms (issued 09.2026). Based on data from July of the prior year through June of the award year. Rankings are determined using a proprietary methodology that considers qualitative and quantitative factors. Cresset paid a licensing fee to use the Barron's award logos. \n \n **Wealth Optimized, Life Elevated refers to the firm’s philosophy and process in providing advisory and planning services and is not intended to convey a guarantee of results. \n \n Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. For a full list of Cresset subsidiaries and controlled affiliates, please see cressetcapital.com/disclosures/. \n

Are you a proactive and strategic operational professional passionate about the Credit Markets? Do you thrive at the intersection of front-office strategy and back-office execution? If so, we invite you to join our dynamic team and play a pivotal role in supporting and securing the growth of our Credit Markets business. \n \n This critical role serves as the operational and strategic bridge between Global Markets Operations, Global Banking Operations, and the Front Office. As our Credit Trading Middle Officer, you will be instrumental in: \n \n\n • Ensuring seamless onboarding of new business initiatives.\n, • Effectively managing client and internal requests.\n, • Proactively mitigating operational risks.\n, • Driving efficiency through continuous process improvements and IT enhancements.\n, • Augmenting day-to-day operations support of Primary and Secondary activity in Credit Markets\n\n \n This is an exceptional opportunity to make a significant impact within a fast-paced and evolving environment. \n \n Essential Duties and Responsibilities: \n \n\n • Act as a transversal liaison, fostering seamless coordination and communication between Global Banking Operations, Global Market Operations, and the Front Office, and amend bookings as needed\n, • Support Head of Credit Middle Office across different products such as: Corporate Bonds, Loans, Primary and Secondary ABS/CLO, Syndication, Origination, and Structured Credit Products.\n, • Lead New Product/New Activity (NPNA) onboarding, serving as the primary coordinator to ensure smooth integration of new business within Operations.\n, • Be the Ops point of contact, managing and responding to client and business requests with efficiency and accuracy.\n, • Identify, address, and escalate Operational Risk incidents, implementing robust processes to detect, mitigate, and resolve operational risks.\n, • Collaborate on IT enhancements, partnering with IT to deliver impactful projects that strengthen operational resilience and boost efficiency.\n, • Represent Operations in key forums, serving as the Operations representative on the Credit bi-weekly IT task force, ensuring IT priorities align with critical business needs.\n, • Leverage risk monitoring tools, utilizing the Front Office monitoring risk tool (BRICKS) for proactive risk identification and mitigation.\n, • Support PnL reconciliation, investigating and resolving booking discrepancies identified by Global Banking Operations to ensure accurate Profit and Loss reporting.\n\n \n Qualifications: \n \n\n • Education: Bachelor’s degree required. An advanced degree or relevant certifications are a significant plus.\n, • Product Expertise and Experience: 5-8 years of experience in Credit Markets, Operations, and/or Securitization. Proven familiarity with underwriting, origination, and syndication processes for all Credit products (ABS, CLO, Corp Bonds, Loans, Synthetic Financing and Structured Notes, CDS), as well as experience with Billing and Delivery activities.\n, • Systems Knowledge: Knowledge of Trafic and Summit is a significant advantage, including experience with Credit Bonds, loans, CDS trade capture, and risk systems. Familiarity with Clearpar and Loan IQ systems is a strong advantage.\n, • Risk & Problem Solving: Demonstrated strong analytical and problem-solving skills with a proven track record of mitigating operational risk.\n, • Interpersonal Skills: Effective communication and relationship management skills, with a demonstrated ability to collaborate effectively with Front Office teams, clients, and various support functions.\n, • Regulatory Requirements: Covered Functions in a regulated Broker-Dealer require the Series 99 license.\n\n \n Natixis is an equal opportunity employer, committed to a workplace free of discrimination. Natixis will not tolerate any form of discrimination based on age, color, mental or physical handicap or disability, pregnancy, marital status, sexual orientation, national origin, alienage, ancestry or citizenship status, race, religion, sex (including sex stereotyping, gender identity, gender expression or transgender status), veteran status, creed, genetic information or carrier status, or any other protected characteristic as established by law. \n \n Respect for all means that we deal with each person as an individual and not as a member of any group. All qualified applicants will receive consideration for employment. Management is expected to provide leadership in supporting the firms EEO program by taking steps to promote EEO in all facets of employment including recruitment, hiring, retention, promotion, performance assessment, and career-development opportunities. \n \n The salary range for this Vice President position will be between $120,000 - $140,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance.

Fund Accountant \n Location: New York, NY (In-Office) \n Employment Type: Full-Time \n \n Ready to make your first move out of public accounting? \n We're partnering with a well-established alternative investment firm seeking a Fund Accountant to join its growing finance team. This opportunity is ideal for someone with 2-3 years of public accounting experience who wants to transition into the investment world and gain hands-on exposure to private equity, private credit, fund operations, financial reporting, and investment accounting. \n \n If you've spent the last few years auditing investment management clients and are looking for an opportunity to apply what you've learned in a more strategic, business-facing environment, this role offers an excellent next step. \n \n Position Overview \n As a Fund Accountant, you'll work closely with experienced finance professionals and external service providers to support the accounting, reporting, and operations of various investment vehicles. This role provides broad exposure across fund accounting, financial reporting, investment activity, and audit coordination while offering significant opportunities for professional development and career growth. \n Responsibilities \n\n • Assist with the preparation and review of quarterly and annual fund financial statements\n, • Support external audit processes and coordinate with auditors and other service providers\n, • Review NAV packages, supporting schedules, and fund-level reporting\n, • Track and analyze fund expenses, accruals, and allocations\n, • Support capital calls, investor distributions, and related fund activity\n, • Assist with treasury and cash management processes\n, • Monitor portfolio activity and perform account reconciliations\n, • Collaborate with administrators, tax advisors, and internal stakeholders to ensure timely and accurate reporting\n, • Assist with regulatory and compliance-related reporting requirements\n, • Participate in special projects and process improvement initiatives\n\n Qualifications \n\n • 2-3 years of public accounting experience\n, • Big 4 or Top 10 public accounting experience strongly preferred\n, • Experience working with private equity, private credit, hedge fund, asset management, or alternative investment clients\n, • Bachelor's degree in Accounting, Finance, or a related field\n, • CPA completed, in progress, or actively pursuing preferred\n, • Strong analytical, organizational, and problem-solving abilities\n, • Advanced proficiency in Microsoft Excel\n, • Excellent communication skills and attention to detail\n, • Ability to manage multiple priorities in a fast-paced environment\n\n Ideal Candidate \n This opportunity is particularly attractive for: \n\n • Audit Associates and Senior Associates seeking their first move out of public accounting\n, • Professionals with exposure to alternative investments and investment management clients\n, • Individuals interested in developing long-term careers within private markets and alternative investments\n, • Candidates looking for greater business exposure and ownership than a traditional audit role can provide\n\n Why Consider This Role? \n\n • Excellent first move from public accounting into industry\n, • Exposure to sophisticated alternative investment strategies\n, • Direct interaction with experienced finance and investment professionals\n, • Strong mentorship and learning environment\n, • Visibility across accounting, operations, and fund management functions\n, • Long-term career growth potential within a respected investment platform\n\n Compensation \n Base Salary: $95,000 - $120,000 \n \n Final compensation will be determined based on experience, qualifications, credentials, and overall fit. Eligible employees may also participate in bonus and incentive programs. \n Benefits \n Eligible employees may have access to: \n\n • Medical, dental, and vision insurance\n, • Paid time off and company holidays\n, • 401(k) retirement savings plan\n, • Life and disability insurance\n, • Employee assistance programs\n, • Additional company-sponsored benefits and wellness programs\n\n \n Work Authorization \n Applicants must be legally authorized to work in the United States without current or future sponsorship requirements. \n \n Background Screening \n Where permitted by law, a background check may be conducted following a conditional offer of employment. \n \n Equal Opportunity Employer \n Our client is committed to fostering an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, citizenship status, or any other status protected by applicable federal, state, or local law. \n \n Reasonable Accommodation \n Applicants requiring reasonable accommodation during the application or interview process are encouraged to request assistance. Accommodations will be provided in accordance with applicable law.

Note : This is an educational program, not a job. Successful completion of the program does not guarantee employment but will equip you with valuable skills for the healthcare job market. Looking to start a rewarding career path in the healthcare industry? Use Dreambound to find a Medical Billing and Coding program that will prepare you for this high-demand, entry-level role. What does a Medical Billing and Coding Specialist do? A medical billing and coding specialist processes and codes healthcare claims to ensure accurate billing and insurance reimbursement, supporting the financial operations of healthcare facilities. Highlights : • Complete in as short as a few weeks to a few months, • Online and in-person options available, • Payment plans and financial aid may be available for those who qualify Cost : This program is an educational opportunity that requires a financial investment. Cost varies per partner school, but payment plans and / or financial aid may be available to those who qualify. Take the first step towards your new career path today!

Lateral Partners & Practice Groups | National AmLaw Growth Opportunity \n A rapidly growing AmLaw law firm is seeking accomplished lateral partners and practice groups with portable books of business who are interested in joining a collaborative national platform built for long-term growth. The firm continues to expand nationally while maintaining a highly entrepreneurial, non-bureaucratic culture focused on collaboration, cross-selling, and exceptional client service. \n \n We welcome confidential discussions with partners and groups across the United States. \n Current Strategic Growth Markets \n\n • Texas\n, • Carolinas\n, • South Florida\n, • Southern California\n, • Mountain West\n, • Washington, D.C.\n, • New York\n\n Exceptional opportunities may also exist in other markets for the right practice. \n \n Priority Practice Areas \n\n • Energy & Oil/Gas\n, • Corporate / M&A\n, • Private Equity\n, • Banking & Financial Services\n, • Commercial Litigation\n, • Construction\n, • Real Estate\n, • Labor & Employment\n, • Healthcare\n, • Intellectual Property\n, • Technology\n, • Cybersecurity & Privacy\n, • Government Contracts\n, • Employee Benefits / ERISA\n, • Tax\n, • Trusts & Estates\n, • Food & Beverage\n, • Hospitality\n, • Environmental\n, • Bankruptcy & Restructuring\n\n Partners with sophisticated portable practices outside these areas are also encouraged to inquire. \n \n Ideal Candidate \n\n • Partner or practice group currently practicing at a law firm\n, • Portable book of business (generally $750,000+)\n, • Strong client relationships and demonstrated business development success\n, • Entrepreneurial mindset\n, • Interest in collaborating across a growing national platform\n\n Why Consider This Opportunity? \n\n • Rapidly growing AmLaw platform\n, • National cross-selling opportunities\n, • Collaborative, entrepreneurial culture\n, • Significant investment in partner success\n, • Robust business development and administrative support\n, • Competitive compensation structure\n, • Long-term strategic growth\n\n All inquiries will be handled with the strictest confidence.

Lateral Partners & Practice Groups | National AmLaw Growth Opportunity \n A rapidly growing AmLaw law firm is seeking accomplished lateral partners and practice groups with portable books of business who are interested in joining a collaborative national platform built for long-term growth. The firm continues to expand nationally while maintaining a highly entrepreneurial, non-bureaucratic culture focused on collaboration, cross-selling, and exceptional client service. \n \n We welcome confidential discussions with partners and groups across the United States. \n Current Strategic Growth Markets \n\n • Texas\n, • Carolinas\n, • South Florida\n, • Southern California\n, • Mountain West\n, • Washington, D.C.\n, • New York\n\n Exceptional opportunities may also exist in other markets for the right practice. \n \n Priority Practice Areas \n\n • Energy & Oil/Gas\n, • Corporate / M&A\n, • Private Equity\n, • Banking & Financial Services\n, • Commercial Litigation\n, • Construction\n, • Real Estate\n, • Labor & Employment\n, • Healthcare\n, • Intellectual Property\n, • Technology\n, • Cybersecurity & Privacy\n, • Government Contracts\n, • Employee Benefits / ERISA\n, • Tax\n, • Trusts & Estates\n, • Food & Beverage\n, • Hospitality\n, • Environmental\n, • Bankruptcy & Restructuring\n\n Partners with sophisticated portable practices outside these areas are also encouraged to inquire. \n \n Ideal Candidate \n\n • Partner or practice group currently practicing at a law firm\n, • Portable book of business (generally $750,000+)\n, • Strong client relationships and demonstrated business development success\n, • Entrepreneurial mindset\n, • Interest in collaborating across a growing national platform\n\n Why Consider This Opportunity? \n\n • Rapidly growing AmLaw platform\n, • National cross-selling opportunities\n, • Collaborative, entrepreneurial culture\n, • Significant investment in partner success\n, • Robust business development and administrative support\n, • Competitive compensation structure\n, • Long-term strategic growth\n\n All inquiries will be handled with the strictest confidence.

Responsibilities: \n\n • Monitor and analyze daily margin and financing costs across prime brokerage, repo, total return swaps, and margin loans.\n, • Own and maintain the financing cost allocation methodology across strategies and asset classes, including efficiency metrics.\n, • Execute repo transactions for various fixed income and credit products.\n, • Facilitate borrowing of securities and minimize cost for short positions.\n, • Monitor firm-level FX exposures and hedge appropriately.\n, • Partner with internal teams regularly:\n, • Investment professionals, to provide insight into financing impact for current and future investment strategies.\n, • Treasury, for liquidity management and excess cash reinvestment.\n, • Middle office teams, for trade support and cash wires.\n, • Manage day-to-day interactions with prime brokers, repo desks, stock loan desks, and other financing counterparties.\n, • Consistently seek to improve processes and analytics/reporting capabilities.\n\n \n Qualifications: \n\n • 5+ years of direct experience in a comparable role, e.g., prime brokerage funding or risk management at a bank, or portfolio finance/treasury at a hedge fund.\n, • Experience with various financing methods for equities and credit, and a deep understanding of leverage, margin, and financing concepts.\n, • Strong preference for experience in FX hedging and/or negotiating margin methodologies.\n, • Independent thinker with a firm-wide, control-oriented mindset.\n, • Strong communication skills.\n, • Bachelor's degree.\n\n

\n About CACEIS \n Credit Agricole CACEIS is the asset servicing arm of Crédit Agricole Group, one of Europe's largest banking institutions. With $6.5 trillion in assets under custody and $4 trillion under administration, CACEIS is a leading consolidator in the European asset servicing market. Since establishing its North American presence in 2012, CACEIS has grown to serve over 100 clients across the region, supported by a dedicated local team and an operational centre of excellence in Canada. Our North American mission is clear: to be the vital link between our global servicing platform and North American asset managers seeking access to European markets and beyond. \n \n Role Summary \n This is a high-impact, revenue-generating role at the heart of CACEIS's North American growth strategy. As a Business Development officer, you will drive new client origination and strategic account expansion, connecting North American asset managers with CACEIS's world-class fund and asset servicing capabilities. You will own the full commercial cycle — from pipeline creation to deal closing — while serving as a trusted advisor to clients navigating complex cross-border investment structures. \n \n Key Responsibilities \n Business Development & Pipeline Management \n\n • Build and manage a robust new business pipeline through disciplined prospect origination, market analysis, and opportunity qualification aligned with firm revenue targets and strategic priorities.\n, • Evaluate market dynamics, deal requirements, and client financials to identify and pursue high-value growth opportunities.\n, • Cultivate deep, multi-level relationships at executive, management, and operational levels across client and prospect organizations.\n, • Leverage CACEIS's enterprise network and your own established industry contacts to generate new business and cross-sell opportunities across the full product suite.\n\n Solution & Design \n\n • Combine deep industry, product, and regulatory knowledge to deliver tailored, value-added solutions to clients and prospects.\n, • Partner cross-functionally with product, operations, legal, compliance, risk, and pricing teams to design innovative, bespoke solutions that address client-specific needs.\n\n Deal Management \n\n • Own the full deal lifecycle from origination through closing.\n, • Execute client and prospect engagement strategies that align with CACEIS's service offerings.\n\n Market & Product Expertise \n\n • Maintain a sophisticated, current understanding of the global fund management industry, with particular focus on European fund structures and regulations (UCITS, AIFMD, Luxembourg, Ireland).\n, • Stay ahead of technological and data-driven developments shaping the asset servicing landscape, including digital assets, data solutions and AI.\n\n Brand & Market Presence \n\n • Represent CACEIS at industry conferences, trade associations, and professional bodies to strengthen brand visibility and thought leadership across North America.\n\n \n What We're Looking For \n Experience \n\n • 4-8 years of business development or institutional sales experience, with a demonstrable track record of pipeline building and consistently exceeding revenue targets.\n, • Proven success selling to asset managers, institutional investors, or financial institutions.\n, • Strong product knowledge across core investment management services: custody, fund administration, transfer agency, middle office, FX, securities lending, cash management, data solutions and digital assets.\n, • Exposure to international investment fund structures, particularly UCITS and AIFMD, is strongly preferred.\n\n Skills & Competencies \n\n • Network within the North American asset management industry.\n, • Proven ability to thrive in a fast-paced, deadline-driven, cross-functional, and international environment.\n, • Strong commercial acumen, diligent, naturally driven to excel, negotiation skills, and executive presence.\n, • Collaborative mindset with clear values, humility, and a team-first orientation — essential to operating effectively within CACEIS's global culture.\n\n Qualifications \n\n • Bachelor's degree required; CFA and/or CAIA designation is a plus.\n, • Willingness to travel domestically and internationally (up to 50%).\n\n

Coda Search has partnered with a New York City–based asset management firm overseeing more than $50 billion in assets and demonstrating substantial growth in recent years. The firm is looking to bring a Senior Fund Accountant onto its growing finance team. The successful candidate will be responsible for a group of funds and will collaborate closely with an external fund administrator to maintain precise reporting and sound fund operations. \n \n Key Responsibilities \n\n • Oversee accounting and financial reporting for an assigned group of investment funds.\n, • Evaluate deliverables from external fund administrators to confirm they are accurate and complete.\n, • Produce and review fund valuation reports and assess the activity of underlying investments.\n, • Facilitate investor capital calls and distributions.\n, • Contribute to the preparation of financial statements and assist throughout the year-end audit.\n, • Track fund activity and performance, maintaining appropriate records and reporting.\n, • Partner with internal departments and outside service providers to uphold accurate fund operations.\n\n \n Qualifications \n\n • Bachelor’s degree in Accounting, Finance, or a related discipline.\n, • Minimum of three years of experience in fund accounting.\n, • Background in financial services, asset management, or private equity.\n, • Excellent analytical and problem-solving abilities.\n, • Proficiency in advanced Microsoft Excel functions.\n

Senior Fund Accountant | Alternative Investments | NYC \n \n We’re partnering with a growing alternative investment manager looking to add a Senior Fund Accountant to its New York finance team. This is a strong opportunity for someone looking for broader exposure, increased ownership, and a long-term path toward Manager and Controller-level responsibilities. \n \n Responsibilities: \n • Manage key aspects of the monthly and quarterly fund accounting close \n • Review NAVs, capital accounts, allocations, and reconciliations \n • Prepare and review management fees, carried interest, and distributions \n • Oversee and coordinate with third-party fund administrators \n • Support quarterly and annual financial statement preparation \n • Coordinate with external auditors, tax providers, and other service partners \n • Assist with capital calls, distributions, and investor reporting \n • Gain exposure to valuations and underlying investment activity \n • Participate in process improvements and other finance initiatives as the platform grows \n \n What They’re Looking For: \n • 3–6+ years of fund accounting or relevant investment management experience \n • Background within an alternative investment manager, fund administrator, or public accounting firm \n • Experience with private equity, private credit, real estate, or other alternative investment products preferred \n • Strong understanding of NAVs, capital activity, allocations, and financial reporting \n • Someone looking to take on more ownership and continue progressing within fund finance \n \n Why Consider It: \n • Broad exposure across the full fund lifecycle \n • Direct interaction with experienced finance leadership \n • Opportunity to expand beyond traditional fund accounting responsibilities \n • Clear runway toward Manager and Assistant Controller-level opportunities \n • Growing platform with the ability to take on additional responsibility over time \n • Strong work-life balance compared with many alternative investment firms \n \n This is a great opportunity for someone who wants to stay within alternative investments while gaining better exposure, stronger career growth, and a more sustainable work-life balance.

Boutique Private Equity firm located in NYC is seeking a college educated, communicative, pro-active and responsible individual with 1+ years of corporate administrative experience and a true desire to succeed. \n \n Support a small team of executives with calendaring, expense processing, event planning, team outings and meeting coordination. Conduct research and gain hands on experience within the investment arena. \n \n Proficiency in MS Word, Excel and Outlook, required. \n \n Great opportunity for confident, individual who wants to be a part of a successful and thriving investment firm. \n \n Bachelor's degree a must, with solid academic credentials. \n \n Base salary up to 115K plus bonus. Comprehensive benefits package. Great perks! \n

Job Description Title: Corporate Development Associate Vice President Company Summary: We are currently partnered with a top tier Insurance and Business Services organization looking to add a Corporate Development Associate Vice President to their growing team. This Corporate Development Associate Vice President will have the opportunity to join a team that is on track to have another record year gaining buy-side M&A reps and experience sourcing new acquisition targets. The Corporate Development Associate Vice President will be responsible for: • Preparing and delivering presentations throughout the deal execution period., • Assist in the coordination of internal and external resources in the due diligence process for M&A transactions., • Assisting in the execution of M&A transactions, mostly on buy-side M&A., • Conducting extensive industry, market, and company-specific research., • Building and maintaining client relations with established and prospective clients. The Corporate Development Associate Vice President should have the following qualifications: • 3+ years within TAS, Corporate Development, Investment Banking, Private Equity, or M&A Business Development, • Experience sourcing new M&A targets., • Bachelors in Finance, Economics, Business or related fields., • Strong closed M&A deal experience. If you are interested in the Corporate Development Associate Vice President role, then please don't wait to apply. Email me over a copy of your resume and we can schedule a time to chat. \nCompany Description Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry. By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals. We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places. From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility. Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.\r\n\r\nBy breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.\r\n\r\nWe work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.\r\n\r\nFrom our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.

Lancesoft is seeking an experienced Emergency Department Registered Nurse for an exciting Travel Nursing job in Brooklyn, NY. Shift: 8 hr PMs Start Date: ASAP Duration: 13 weeks Pay: $2937.6 / Week About Lancesoft: LanceSoft’s mission is to establish global cross-culture human connections that further the careers of our employees and strengthens the businesses of our clients. We are driven to use the power of our global network to connect businesses with the right people, and people with the right businesses without bias. We provide Global Workforce Solutions with a human touch.We are appreciative and thankful to the clients and employees we work with every day that have made us a respected global workforce provider. We want the experience to be worthy of your investment, whether that investment is in capital, time, reputation, education, or skills you've acquired. We want to do right by you, create stories that you'll share with your friends, colleagues and peers.

Now Hiring: Associate, Sales Enablement (Salesforce) \n \n Are you passionate about Salesforce, business process improvement, and helping sales teams work smarter? We're partnering with a highly respected global investment management organization focused on real assets and alternative investment strategies, and they're looking for an Associate, Sales Enablement to join their growing team. \n \n 💼 What You'll Do \n ✅ Partner with Sales, Marketing, Relationship Management, and Distribution teams to gather requirements and deliver CRM solutions \n ✅ Translate business needs into user stories, features, epics, and prioritized backlog items \n ✅ Drive Salesforce adoption by identifying workflow challenges and recommending process improvements \n ✅ Develop and deliver training programs, user enablement initiatives, and champion networks \n ✅ Provide Salesforce end-user support and resolve platform-related issues \n ✅ Create reports, dashboards, list views, and support light administration activities \n ✅ Maintain process documentation, business requirements, and operational procedures \n ✅ Explore and implement AI-powered solutions that improve workflows, support, and documentation \n \n 🎯 What We're Looking For \n ✔️ 2-4 years of Salesforce experience as an Administrator, Business Analyst, Power User, or CRM professional \n ✔️ Strong understanding of Accounts, Contacts, Leads, Opportunities, Campaigns, and reporting \n ✔️ Experience gathering business requirements and working directly with stakeholders \n ✔️ Excellent communication and relationship-building skills \n ✔️ Passion for user adoption, training, and process improvement \n ✔️ Salesforce Administrator, Business Analyst, or App Builder certifications are a plus \n ✔️ Financial Services, Asset Management, or Investment Management experience is highly preferred \n \n 🌟 Why This Opportunity? \n 🔹 High visibility across Sales, Marketing, and Distribution teams \n 🔹 Opportunity to influence CRM strategy and user experience \n 🔹 Exposure to emerging AI initiatives and innovation projects \n 🔹 Collaborative, growth-oriented environment \n 🔹 Work with a recognized leader in the alternative investments and real assets space \n \n 🌟Up to $150k total compensation (base + bonus)

Our Client a well known Investment Bank is seeking a Facilities Coordinator in their New York, New York Location! \n \n Key Responsibilities: \n\n • Monitor and coordinate facility operations across multiple sites.\n, • Serve as a central communication point for facility-related issues and escalations.\n, • Answer incoming calls and assess situations to determine appropriate response actions.\n, • Dispatch and coordinate technicians, vendors, and facility responders as needed.\n, • Support preventive maintenance scheduling and maintenance planning activities.\n, • Track building operations issues and ensure timely resolution.\n, • Respond to after-hours, weekend, and emergency facility situations.\n, • Coordinate responses to building-related incidents such as:\n, • HVAC and temperature complaints\n, • Power outages and electrical disruptions\n, • Building systems alarms\n, • Maintenance emergencies\n, • Maintain accurate documentation and operational records.\n, • Partner with internal stakeholders to ensure service levels and response times are met.\n\n \n Must-Haves: \n\n • 5+ years of facilities, building operations, or facilities coordination experience.\n, • Experience working in a 24/7 operations, command center, dispatch, facilities, or critical response environment.\n, • Experience coordinating maintenance activities, facility work orders, or building operations support.\n, • Proven ability to manage multiple priorities and urgent issues simultaneously.\n, • Bachelor's degree in Mechanical Engineering, Electrical Engineering or equivalent\n, • Strong sense of urgency and responsiveness.\n, • Excellent verbal and written communication skills.\n, • Strong interpersonal and customer service skills.\n, • Ability to effectively coordinate multiple stakeholders and response teams.\n\n \n\n • Nice-to-Have Qualifications:AutoCAD experience.\n, • Advanced Microsoft Excel skills.\n\n

Lumen is the trusted network for the AI‑powered world, connecting people, data, and applications through our expansive fiber network and connected ecosystem. We enable secure, high‑performance connectivity across cloud, edge, and AI workloads for enterprises, governments, and communities. \n At Lumen, you’ll work on infrastructure customers rely on today and build for what’s next, where performance, security, and resilience matter. \n This is a high accountability environment where bold ideas drive real innovation for our customers, partners, and industry. The work is challenging, expectations are clear, and trust is built into how we operate. If you’re ready to take ownership, deliver meaningful impact, and help shape the future of AI‑ready connectivity, join us today. \n\n \n \n The Role\n \n \n Own growth across large, important, and potentially global enterprise accounts by translating customer business priorities into measurable outcomes enabled by Lumen’s network, cloud, security, managed services, and orchestration portfolio. \n As the senior commercial lead, you operate independently from acquisition through modernization, activation, adoption, consumption, and expansion. You set account strategy, shape and negotiate commercial terms, mobilize cross-functional resources, and advise executive stakeholders. Your broad command of customer economics, markets, technology, and complex buying environments makes you a trusted expert to customers and colleagues. \n \n \n \n \n The Main Responsibilities\n \n \n \n • Own and execute a self-directed strategy for a portfolio of large, important, or global accounts, grounded in each customer’s business model, financial priorities, operating risks, technology estate, market context, and competitive position.\n, • Anticipate needs before they become formal requirements; develop points of view and use cases that connect modernization to growth, efficiency, resilience, risk reduction, and innovation.\n, • Build qualified pipeline through executive relationships, account intelligence, focused prospecting, partners, marketing, and business development.\n, • Prioritize investments and resources based on customer potential, solution fit, buying signals, competitive dynamics, and revenue opportunity.\n, • Lead discovery across executive, business, technical, operational, and financial stakeholders to define the problem, value at stake, decision path, and urgency to act.\n, • Integrate relevant capabilities across Lumen and its partners into a coherent outcome; direct architects and specialists through clear commercial and customer objectives while they own technical design and validation.\n, • Build quantified business cases covering expected value, investment, implementation requirements, risk, and cost of inaction.\n, • Develop customers’ and colleagues’ understanding of business, market, and solution tradeoffs; influence executive sponsors, economic buyers, technical decision makers, and internal champions. \n, • Own new-logo acquisition and expansion against assigned sales, revenue, and consumption goals.\n, • Lead complex, high-value sales cycles through qualification, validation, pricing, negotiation, procurement, legal review, and close.\n, • Exercise substantial commercial discretion—and, within company governance, full authority to shape and negotiate product, service, pricing, and contract terms.\n, • Establish mutual action plans, decision criteria, stakeholder commitments, milestones, and activation dates; surface risks and dependencies early.\n, • Plan and manage the account resource model, mobilizing sales, technical, delivery, customer success, channel, and partner teams without relying on formal authority. \n, • Retain commercial ownership through implementation and activation; hold downstream partners accountable for customer readiness, delivery commitments, adoption, and value realization.\n, • Use consumption data and customer signals to remove adoption barriers, address underutilization, anticipate revenue risk, and identify expansion across workloads, locations, and business units.\n, • Convert demonstrated value into modernization, additional use cases, broader executive relationships, recurring revenue, and sustained growth.\n, • Serve as a recognized expert across business, financial, market, customer, and portfolio domains; coach peers and contribute account insight that improves sales approaches and solution fit.\n, • Activate channel and technology partners through joint targeting, account planning, and selling, with clear ownership and measurable outcomes.\n, • Use AI, agents, and automated workflows to improve research, prioritization, outreach, follow-through, and opportunity management; validate outputs and apply sound judgment.\n, • Maintain rigorous qualification, stakeholder maps, next steps, forecasts, and CRM records. \n \n \n \n \n \n What We Look For in a Candidate\n \n \n \n, • 8+ years of enterprise sales experience and sustained quota achievement, with evidence of performance at the scope and complexity described above.\n, • Success acquiring and expanding large, important, or global enterprise accounts and closing complex deals with multimillion-dollar total contract value.\n, • Broad expertise across customer business and financial drivers, enterprise technology markets, complex buying environments, and relevant solutions such as networking, cloud, security, managed services, or enterprise software.\n, • Demonstrated authority and judgment in structuring and negotiating complex product, service, pricing, and contract terms with senior customer leaders.\n, • Technical fluency to lead credible discovery, recognize solution opportunities, and direct architects and specialists effectively.\n, • Experience planning account strategy independently and orchestrating colleagues and partners across the full customer lifecycle without formal authority.\n, • Understanding of recurring-revenue and consumption-based models, including how activation, adoption, and usage create customer value and revenue growth.\n, • Practical experience using AI and automation to improve sales execution, with disciplined validation of outputs.\n, • Executive presence, sound judgment, and an ownership mindset; you make decisions, surface risk early, give direct feedback, and take responsibility for outcomes. \n \n \n \n \n \n Compensation\n \n \n \n This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors.\n \n \n \n \n \n Location Based Pay Ranges\n \n \n \n \n \n $126,518 - $168,683 in these states: AL AR AZ FL GA IA ID IN KS KY LA ME MO MS MT ND NE NM OH OK PA SC SD TN UT VT WI WV WY \n \n \n $132,847 - $177,122 in these states: CO HI MI MN NC NH NV OR RI \n \n \n $139,166 - $185,552 in these states: AK CA CT DC DE IL MA MD NJ NY TX VA WA \n \n \n \n \n \n Lumen offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions you may have about our bonus structure (short-term incentives, long-term incentives and/or sales compensation) as you move through the selection process. Learn more about Lumen's:BenefitsBonus Structure\n \n \n #LI-Remote\n \n \n #projectVelocity\n \n \n \n \n \n What to Expect Next\n \n \n \n\n Requisition #: 343717 \n \n Life at Lumen \n Life at Lumen is human and connected, even in a fast moving, AI‑focused organization. We set clear expectations and trust people to meet them. With real support and shared accountability, teams collaborate better, move faster, and deliver meaningful outcomes. \n Our Lumen 8 behaviors guide how we interact, make decisions, and work together, shaping a culture built to perform and win. \n To learn more about Life at Lumen and how we live the Lumen 8, please visit: \n https://jobs.lumen.com/global/en/life-at-lumen \n \n Background Screening \n If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page. Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis. \n Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. \n \n Equal Employment Opportunities \n We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, “protected statuses”). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training. \n \n Privacy Notice \n Lumen is committed to protecting the privacy and security of personal information collected during the recruitment and hiring process. Our Applicant Privacy Notice explains how we collect, use, disclose, and protect applicant information, as well as how individuals may request access to or deletion of their personal data. \n To review Lumen’s Global Employment Applicant and Talent Community Privacy Notice, please visit: \n https://jobs.lumen.com/global/en/privacy-notice \n \n Disclaimer \n The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions. \n In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. \n Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name.

Wisable, a tech-enabled business brokerage spun out of D. E. Shaw’s venture studio, seeks a transaction advisor to guide clients through the business sale process, from go-to-market through closing. This advisor will work directly with small business owners who want to exit, helping them identify the right buyer for their business and navigate each stage of the transaction. This position is with Wisable, not the D. E. Shaw group. As a portfolio company of the D. E. Shaw group’s venture studio, DESCOvery, Wisable benefits from the firm’s industry expertise and network. Please note that Wisable will be reviewing all applications and making hiring decisions independently of the D. E. Shaw group. \n \n What you'll do day-to-day \n \n\n • Manage sell-side M&A advisory engagements with small business owners, ensuring a smooth and successful transaction process.\n, • Build trust as the client’s primary advisor, guiding them through a complex transition with empathy and confidence.\n, • Leverage Wisable’s AI-powered tools to conduct financial analysis, curate marketing materials, and manage deal workflows.\n, • Educate sellers on the M&A process, prepare them for client meetings, and facilitate productive seller-buyer interactions and information exchanges.\n, • Assist the seller in evaluating offers and manage the due diligence and closing processes.\n, • Cultivate and maintain strategic relationships with key transaction stakeholders, including lenders, legal counsel, and other involved parties.\n\n \n Who we're looking for \n \n\n • A bachelor’s degree or higher, along with an impressive record of academic and professional achievement.\n, • At least five years of experience, with a minimum of two years of experience in investment banking, private equity, or related fields.\n, • Experience in SMB M&A is preferred.\n, • Excellent emotional intelligence and interpersonal skills, with a demonstrated ability to build trust over time, especially with non-technical clients.\n, • A highly organized, proactive, and self-directed working style.\n, • The expected annual base salary for this position is $175,000 to $225,000. There will be variable compensation in the form of a year-end bonus.\n\n

Associate, Power, Utilities & Infrastructure Investment Banking \n New York, NY \n \n We are representing a leading global investment bank that is continuing to invest aggressively in its Power, Utilities & Infrastructure investment banking platform in New York. \n \n The group has expanded rapidly in recent years and is now looking to add an Associate to a lean, high-performing team with an exceptionally strong pipeline of live M&A and strategic advisory assignments. \n \n This is an opportunity to join a platform with the deal flow, senior banker pedigree and momentum of a leading franchise, while still offering Associates meaningful responsibility and exposure to senior clients. \n \n THE OPPORTUNITY- \n The team has grown significantly and today includes four Managing Directors alongside a deep bench of VPs, Associates and Analysts, with further hiring underway. \n \n The group is currently advising on a broad range of transactions across power, utilities and energy infrastructure, including: \n\n • A recently announced $3bn utility acquisition\n, • A multi-billion-dollar sell-side involving a power and district energy platform\n, • An active ~$500m solar acquisition\n, • An active ~$1bn strategic restructuring / transaction\n, • A wider pipeline spanning power generation, utilities, renewables and infrastructure\n\n \n You will work directly alongside senior bankers with backgrounds at several of the world's leading investment banking franchises. \n \n The group remains relatively lean despite its growing deal pipeline, creating substantial opportunity for high-performing Associates to take on responsibility early. \n \n WHAT YOU'LL DO- \n As an Associate, you will play a central role in the execution of M&A and strategic advisory transactions across the Power & Utilities sector. \n \n Responsibilities will include: \n\n • Building and reviewing complex financial and M&A models\n, • Performing valuation analysis across public and private companies\n, • Supporting the execution of buy-side, sell-side and strategic advisory assignments\n, • Conducting company, industry and market analysis\n, • Preparing client presentations, transaction materials and internal memoranda\n, • Coordinating diligence and transaction processes\n, • Working directly with senior bankers and clients throughout live transactions\n, • Reviewing the work of Analysts and helping develop junior members of the team\n, • Building knowledge across power generation, utilities, renewables and broader energy infrastructure\n\n \n WHO WE'RE LOOKING FOR- \n We are particularly interested in candidates currently operating at the Associate 2 or Associate 3 level, although strong recently promoted Analysts and other experienced Associates will also be considered. \n \n The most important requirement is technical strength. \n \n You should have: \n\n • Strong investment banking experience\n, • Excellent financial modelling, valuation and analytical skills\n, • Meaningful M&A or transaction execution experience\n, • The ability to operate effectively in a demanding, high-volume deal environment\n, • Strong communication skills and attention to detail\n, • A collaborative approach to working with senior and junior colleagues\n\n \n Prior Power & Utilities experience is preferred, particularly exposure to power generation or energy infrastructure, although exceptional candidates from adjacent investment banking sectors will be considered. \n \n COMPENSATION- \n Indicative historical compensation levels for the platform have been above-market, ranging from $285-400K in total cash compensation for Associate 1-3’s. \n \n Base salaries have historically ranged from approximately $175k to $225k, depending on level and experience. \n \n There is some flexibility for exceptional candidates. The bank can also consider bonus buyouts and offers relocation assistance for candidates moving to New York. \n \n WHY CONSIDER IT- \n For someone looking to build a long-term career in Power & Utilities investment banking, this offers a compelling combination: \n \n A growing franchise. A significant live deal pipeline. Highly credentialed senior bankers. And a lean team where strong performers can gain meaningful execution responsibility quickly. \n \n If you are currently an investment banking Associate and would like to confidentially explore the opportunity, please apply or contact the hiring team directly at Talisman Advisory Partners.

Lumen is the trusted network for the AI‑powered world, connecting people, data, and applications through our expansive fiber network and connected ecosystem. We enable secure, high‑performance connectivity across cloud, edge, and AI workloads for enterprises, governments, and communities. \n At Lumen, you’ll work on infrastructure customers rely on today and build for what’s next, where performance, security, and resilience matter. \n This is a high accountability environment where bold ideas drive real innovation for our customers, partners, and industry. The work is challenging, expectations are clear, and trust is built into how we operate. If you’re ready to take ownership, deliver meaningful impact, and help shape the future of AI‑ready connectivity, join us today. \n\n \n \n The Role\n \n \n As an Account Director II Forward Deployed, you will own expansion and modernization across a portfolio of complex, high-profile Regional Enterprise accounts by connecting customer priorities to measurable outcomes enabled by network, cloud, security, managed services, and related technology solutions. You independently plan the account approach, create demand, shape commercial outcomes, and lead cross-functional pursuit teams without formal authority. Your deep understanding of customer business and financial priorities, market context, and relevant solutions makes you a trusted specialist who develops customers’ and colleagues’ understanding. \n \n \n \n \n The Main Responsibilities\n \n \n \n • Own and execute account strategies for complex or high-profile Regional Enterprise customers, including accounts with significant revenue, broad geographic reach, and diverse needs. \n, • Analyze each customer’s business model, financial priorities, operating challenges, technology environment, and buying signals to identify whitespace, stakeholders, use cases, and funding paths. \n, • Build qualified expansion pipeline through executive relationships, proactive discovery, account intelligence, partners, marketing, and focused prospecting. \n, • Prioritize opportunities and resources based on customer value, solution fit, competitive dynamics, risk, and revenue potential; provide input that improves colleagues’ account approaches. \n, • Lead consultative discovery with executive, business, technical, operational, and financial stakeholders to define desired outcomes, value at stake, decision criteria, and urgency. \n, • Translate customer needs into outcome-based solution narratives and quantified business cases addressing value, investment, implementation considerations, risk, and cost of inaction.\n, • Serve as a recognized expert in one or more business, sales, product, or service areas; develop customer and colleague understanding through informed points of view and best practices.\n \n \n, • Direct and coordinate Solutions Engineering, Customer Success, Product, Delivery, Marketing, channel, and partner resources around clear customer and commercial objectives.\n \n \n, • Own expansion opportunities through qualification, solution validation, proposal, negotiation, close, and transition to activation. \n, • Exercise broad authority and moderate-to-considerable discretion, within company governance, to shape and negotiate product, service, pricing, and commercial terms with senior customer stakeholders. \n, • Establish mutual action plans, stakeholder commitments, milestones, and next steps; identify customer risk, competitive threats, and dependencies early. \n, • Lead small-to-medium cross-functional pursuit teams without supervisory authority and hold contributors accountable for agreed actions and customer outcomes. \n, • Maintain rigorous account plans, stakeholder maps, pipeline coverage, qualification, forecasts, next steps, and CRM records. \n, • Use AI, agents, and automated workflows to improve research, prioritization, meeting preparation, follow-through, and opportunity management; validate outputs and apply sound judgment.\n, • Share customer and market insight, coach peers on proven practices, and help improve sales execution and solution fit. \n \n \n \n \n \n What We Look For in a Candidate\n \n \n \n, • 6+ years of complex B2B sales experience, or equivalent evidence of capability, with sustained success growing existing customer relationships and achieving sales goals. \n, • Bachelor’s degree or equivalent education and experience; practical experience with AI-enabled sales tools is preferred. \n, • Experience owning complex or high-profile accounts and advancing multi-stakeholder technology opportunities from discovery through negotiation and close. \n, • Deep expertise in one or more relevant domains, such as customer business and financial drivers, networking, cloud, security, managed services, or enterprise technology sales. \n, • Demonstrated judgment and discretion in structuring and negotiating product, service, pricing, or commercial terms with senior customer stakeholders. \n, • Ability to plan account strategy independently, influence colleagues’ approaches, and lead cross-functional teams without formal authority.\n, • Strong executive communication, business-case development, forecasting, pipeline management, and CRM discipline. \n \n \n \n #projectvelocity \n \n \n \n \n Compensation\n \n \n This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors.\n \n \n Location Based Pay Ranges\n \n \n $109,649 - $146,192 in these states: FL GA IN KS OH PA SC TN WI \n \n $115,133 - $153,507 in these states: MI MN NC \n \n $120,617 - $160,812 in these states: DC IL MA MD NJ NY VA \n \n \n Lumen offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions you may have about our bonus structure (short-term incentives, long-term incentives and/or sales compensation) as you move through the selection process. Learn more about Lumen's:BenefitsBonus Structure\n #LI-Remote \n #ProjectVelocity \n \n \n \n \n What to Expect Next\n \n \n \n\n Requisition #: 343666 \n \n Life at Lumen \n Life at Lumen is human and connected, even in a fast moving, AI‑focused organization. We set clear expectations and trust people to meet them. With real support and shared accountability, teams collaborate better, move faster, and deliver meaningful outcomes. \n Our Lumen 8 behaviors guide how we interact, make decisions, and work together, shaping a culture built to perform and win. \n To learn more about Life at Lumen and how we live the Lumen 8, please visit: \n https://jobs.lumen.com/global/en/life-at-lumen \n \n Background Screening \n If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page. Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis. \n Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. \n \n Equal Employment Opportunities \n We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, “protected statuses”). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training. \n \n Privacy Notice \n Lumen is committed to protecting the privacy and security of personal information collected during the recruitment and hiring process. Our Applicant Privacy Notice explains how we collect, use, disclose, and protect applicant information, as well as how individuals may request access to or deletion of their personal data. \n To review Lumen’s Global Employment Applicant and Talent Community Privacy Notice, please visit: \n https://jobs.lumen.com/global/en/privacy-notice \n \n Disclaimer \n The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions. \n In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. \n Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name.

Job Title: Sr. Lead, Strategy & Operations Base Salary: $100K to $145K - depending on experience and qualifications Location: New York, NY. Full-Time – Hybrid, Work Environment About Our Client To our client’s organization, the health is the most important thing in life, and the American healthcare system is completely broken - poor outcomes, high cost, bad patient experience. They are building a new system from the ground up. Our Client Organization’s mission is to improve people’s health by making it easy to live a healthy lifestyle. For our client’s organization is the country's largest dietitian-led metabolic health clinic. We’re an AI-native digital health system matching patients with 10,000+ Registered Dietitians, physicians, medications, lab testing, and AI agents to deliver insurance-covered care across all 50 states. Founded four years ago, we've completed millions of appointments, tripled year-over-year, and partnered with health plans covering 200M+ Americans across 250+ health systems. This is not a job for everyone. Our client’s organization hold an extremely high bar because they believe talent density is our biggest competitive advantage. They are looking for people who actively choose hard, ambiguous problems, who run toward unglamorous work, give and receive candid feedback, and bring relentless resilience without the ego. Our client organization’s work is important, but they are not self-important. They do this because they are solving one of the hardest problems in the world, and the problem matters. If that's you, they disproportionately reward it. About The Role Our client’s organization is looking for highly strategic, motivated, and analytical Strategy & Operations Sr. Leads to join their growing team. In this role is to work on high-priority projects — from strategy through execution — driving tangible impact across the organization and shaping how we scale access to high-quality nutrition and cardiometabolic care nationwide. This role is designed as a central entry point for candidates interested in S&O at Nourish — our client’s organization is actively hiring across all S&O departments. As part of this process, they will thoughtfully match exceptional candidates to the S&O team that best fits their skills, interests, and business priorities. Throughout the interview process, you’ll meet with your respective manager and department leadership across the business. This is a unique opportunity to build from the ground up at a mission-driven, fast-growing healthtech company. If you thrive in fast-paced, high-ownership environments, love solving ambiguous problems, and want to help scale a company redefining how healthcare works — they would love to meet you. This role is full-time and open to NYC-based candidates only with an expectation of 3+ days/week in their Gramercy office, with some remote flexibility. Responsibilities • Operational Initiatives: Design and implement operating models and system improvements to drive growth and efficiency across business functions, • Strategic Planning & Execution: Lead high-impact strategic initiatives and special projects end-to-end (from problem framing to execution and measurement), • Cross-Functional Collaboration: Partner with teams across Nourish to align on goals and deliver on key initiatives, • Analysis: Analyze key business metrics and data to uncover insights, identify opportunities for growth, and drive recommendations Required Skills and Qualifications • 3–6 years of experience in consulting, investment banking, strategy, and/or operations roles at high-growth companies, • Strong analytical and structured problem-solving skills; comfortable modeling and drawing insights from data (Excel / SQL a plus), • Excellent communicator who can synthesize complex insights into actionable recommendations, • Self-starter with high bias for action, comfort with ambiguity, and willingness to dive into details, • Strong organizational and project management skills with attention to detail while managing multiple priorities Passion for improving healthcare access and outcomes through innovation and scale Full Benefits Package is Offered • PTO, • Paid Holidays, • Retirement Program, • Health, Vision and Dental Insurance California, Colorado, Connecticut, Nevada, New Jersey, New York, Rhode Island, or Washington Residents Only: The salary range and benefits for California, Colorado, Connecticut, Nevada, New Jersey, New York, Rhode Island, or Washington residents at a base salary ranges anywhere between $100K to $145K based on the level of experience. Pay is based on several factors, including but not limited to education, work experience, certifications, etc. In addition to your salary, the organization offers benefits such as a comprehensive benefits package, which is subject to eligibility requirements.

POSITION OVERVIEW: The Senior Director, Digital Strategy + Growth is responsible for leading Verb's digital growth engine across DTC Ecommerce, paid media, CRM, SMS, loyalty, affiliate, organic social and influencer marketing. This leader will own the strategy and performance of Verb's North American DTC business, driving revenue, customer acquisition, conversion, retention and lifetime value while building an integrated digital ecosystem that supports long-term brand growth. Reporting to the Vice President of Marketing, this role will set digital growth priorities, identify the highest-impact opportunities across acquisition, conversion and retention, and ensure teams, agencies and investments are aligned to measurable business outcomes. As Verb’s senior digital leader, this individual will collaborate with Brand Marketing, Creative, Sales, Operations and Technology to deliver a cohesive customer experience and accelerate omnichannel growth. The ideal candidate combines strong commercial and analytical acumen with customer-centric thinking and digital innovation expertise. This leader moves seamlessly from setting strategy and diagnosing performance to prioritizing opportunities and driving action in a fast-paced, evolving environment. KEY RESPONSIBILITIES: DTC & DIGITAL GROWTH • Own the strategy and performance of Verb's North American DTC Ecommerce business, with accountability for revenue growth and KPIs including traffic, conversion, AOV, ROAS, CAC, retention and customer lifetime value., • Define and lead Verb's integrated digital growth strategy across acquisition, conversion and retention, prioritizing initiatives with the greatest business impact., • Develop annual and quarterly growth plans, forecasts and investment priorities and establish a disciplined operating cadence with clear scorecards, business reviews and accountability for performance, risks and corrective actions., • Leverage customer, channel and performance data to diagnose trends, identify growth opportunities and translate insights into clear priorities and action plans. ECOMMERCE & CUSTOMER EXPERIENCE • Own the Ecommerce growth and conversion roadmap across the digital customer journey, including homepage, navigation, product and collection pages, landing pages, merchandising, cart and checkout., • Build a structured test-and-learn program to optimize the customer journey, testing offers, merchandising, content and digital experiences to improve performance and scale proven strategies., • Drive conversion through personalization, guided shopping, social proof, bundling, upsell and cross-sell while identifying and addressing pain points across product discovery, mobile usability and the broader customer experience., • Partner with Technology and external development resources to define and prioritize the Ecommerce capability roadmap to enable future growth. CUSTOMER ACQUISITION & PERFORMANCE MEDIA • Lead customer acquisition strategy across paid media, affiliate, referral and emerging digital channels, ensuring investments are optimized against revenue, ROAS, CAC and new customer growth., • Set channel strategy and budget allocation, holding agency partners accountable for performance and measurable outcomes while continuously evaluating opportunities to diversify and scale customer acquisition., • Partner with Creative to build a performance creative operating model that increases testing velocity, identifies winning messages and formats, and translates learnings into ongoing content development., • Develop full-funnel strategies that connect brand awareness and consideration to traffic, acquisition and conversion. CRM, RETENTION & LIFECYCLE • Own CRM, email, SMS, loyalty and subscription strategy, with accountability for repeat purchase, retention, customer lifetime value and revenue contribution., • Develop lifecycle strategies grounded in cohort behavior, purchase patterns and customer insights, advancing personalization and segmentation to improve relevance, engagement and commercial performance., • Establish lifecycle performance reviews and testing roadmaps tied to retention and customer value objectives, identifying opportunities to strengthen loyalty, community and post-purchase engagement. SOCIAL, INFLUENCER & DIGITAL CONTENT • Lead Verb's organic social, influencer and creator strategy, establishing clear channel roles, growth priorities and performance objectives across existing and emerging platforms., • Oversee paid influencer campaigns, gifting, ambassador programs, affiliate initiatives and user-generated content., • Define performance frameworks across social and influencer programs, evaluating audience growth, engagement, content performance, traffic, revenue contribution and ROI., • Partner with Brand Marketing and Creative to translate brand strategy, campaigns and product stories into platform-relevant content and experiences that balance brand-building with measurable commercial impact. DIGITAL INNOVATION & FUTURE GROWTH • Identify and evaluate emerging commerce opportunities, technologies, platforms and consumer behaviors that can unlock future growth and competitive advantage., • Develop a roadmap for evolving Verb's digital capabilities across personalization, customer data, AI, automation, social commerce and emerging technologies., • Champion experimentation and continuous improvement, evaluating new capabilities against clear customer and business needs., • Stay ahead of digital, Ecommerce, beauty and consumer trends and translate opportunities into actionable recommendations for senior leadership. LEADERSHIP & CROSS-FUNCTIONAL PARTNERSHIP • Build, lead and develop a high-performing multidisciplinary Digital team across Ecommerce, CRM, Social and Influencer Marketing., • Establish clear goals, KPIs and ownership, empowering team members to own strategy, performance analysis and results within their respective areas., • Manage key agency, technology and vendor relationships with clear expectations for performance, accountability and ROI., • Serve as the senior digital partner to Marketing, Creative, Sales, Operations and Technology, driving alignment on priorities and successful execution., • Lead executive-level digital business reviews, clearly communicating performance, insights, risks and recommended actions., • Foster a culture of analytical rigor, experimentation, accountability and creative problem-solving. ESSENTIAL SKILLS & EXPERIENCE: • 10+ years of progressive leadership experience across Ecommerce, digital growth, performance marketing or related functions within beauty, consumer products or high-growth DTC brands., • Proven experience owning and growing a DTC Ecommerce business with direct accountability for revenue and digital performance; Shopify experience strongly preferred., • Strong commercial and financial acumen with demonstrated ability to manage growth against revenue, ROAS, CAC, conversion, retention and customer lifetime value objectives., • Deep understanding of the full digital growth funnel, with demonstrated success driving acquisition across paid media, affiliate and emerging channels., • Strong experience with CRO, digital merchandising, experimentation and customer journey optimization., • Deep CRM and lifecycle marketing experience across email, SMS, loyalty, segmentation, personalization and retention., • Experience leading organic social, influencer and creator strategies that drive brand engagement and measurable business impact., • Strong analytical skills with the ability to translate complex or imperfect data into clear decisions, priorities and actions., • Experience leading multidisciplinary teams and managing agencies and technology partners against measurable performance objectives., • Proven ability to influence senior leaders and drive alignment across Marketing, Creative, Sales, Operations and Technology., • Exceptional executive communication and interpersonal skills, with the ability to communicate complex performance and strategy clearly and build trusted cross-functional relationships., • Ability to balance strategic thinking with hands-on leadership, urgency and agile execution in a fast-moving, high-accountability environment., • Forward-thinking and curious, with demonstrated interest in AI, automation, emerging commerce models and evolving consumer behavior., • Collaborative and ego-free, with a strong sense of ownership and accountability., • Must be able to work in office at least 3 days per week. Equal Opportunity Statement This employer is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other protected status under federal, state, or local law. We are committed to fostering an inclusive workplace where all individuals feel respected, valued, and empowered.

Lead an established sales organization, develop exceptional people, and shape the next chapter of growth for Alliance Homecare and TrustHouse in New York. Your colleagues know you as the person who developed them. You coach reps through stalled deals, you share your best relationships with the right people on your team, and you are credible in a family office and a hospital discharge office in the same week. People want to work for you, and you pride yourself on retaining talent. You take ownership, you operate on data rather than anecdote, and you understand that durable revenue comes from a team that stays committed to the mission, seeks out opportunities to improve, and trusts the process, not from a few heroic quarters. You are equally comfortable: • Carrying a revenue number while building a team that can carry it, • Stepping into a live deal when the team needs you, and staying out of it when they do not, • Sitting across from a wealth advisor, a hospital discharge planner, and a family office principal in the same week, • Building the cadence, CRM discipline, and pipeline hygiene that keep a sales team running smoothly, • Representing two brands to different buyers without blurring either one You bring commercial discipline, data rigor, and a real investment in the people who work for you. Think less individual closer with a team attached, more a leader whose results come from the group they built. ABOUT US Alliance Homecare has been one of the Northeast’s leading private-pay home healthcare organizations for more than two decades. TrustHouse, An Alliance Homecare Company, extends that work into concierge-level private-duty nursing and care management for high-net-worth and ultra-high-net-worth individuals and their families. Our model combines exceptional clinical talent, personalized service, and deep relationships with leading healthcare institutions to provide a level of care that is unmatched in the industry. We are a growth-oriented company, focused on profitable growth and exceptional client care. Our operations and clinical teams do whatever it takes to retain clients and extend duration of stay. A new client here is the start of a long relationship, not a closed deal. New York is our largest and most established market, and the proving ground for the commercial model we are now extending into New Jersey, Florida, and Boston. ROLE OVERVIEW This is a senior commercial leadership opportunity to guide an established team, strengthen premium referral partnerships, and deliver profitable growth across our largest market. As the VP of Sales and Partnerships, New York, you will lead the sales organization across New York City, Long Island, Westchester, and Bergen County, New Jersey for both Alliance Homecare and TrustHouse, reporting to the CEO. You are inheriting an established team of experienced reps who know this market, and keeping that team together and growing is as much of the job as the number itself. You will lead the outside sales team, the inside sales team, and the partnership channels that feed both. The two brands serve the same geography at different price points and to different buyers, and keeping that distinction sharp in the field is part of the work. You will: • Lead, develop, and retain a sales team of 10+ across outside, inside, and partnership roles, • Own the New York and New Jersey revenue number across both brands, • Build the referral channels that drive premium volume, and put your team in front of them: hospitals, rehabs, wealth advisors, family offices, and trust and estate attorneys, • Run the sales process with CRM discipline, accurate forecasting, and weekly accountability, • Translate what works in New York into the playbook the newer markets run You will operate with significant autonomy and direct executive visibility. New York is the company’s revenue base and the home of its most experienced sales talent, which means this role is measured on both what the market produces and who stays to produce it. KEY RESPONSIBILITIES Team Leadership & Development • Lead, coach, and develop the outside sales team across New York City, Long Island, and Westchester, • Retain and grow the existing team through onboarding, ongoing coaching, career pathing, and a clear development plan for every rep, • Lead the inside sales team, setting the cadence of outbound touchpoints and inbound coverage and supporting reps with messaging that converts, • Always be hunting for great sales reps: keep a live bench of A-team candidates whether or not a seat is open, so the team grows on opportunity rather than on vacancy, • Hire A-team players, meaning people who raise the standard of the group and are good to work alongside, not high producers who cost the team more than they bring in, • Cultivate and retain top-tier field sales talent, with a pipeline that supports ongoing development and succession, • Operate as a player-coach: develop the team first, and step into live deals where your presence changes the outcome, • Foster a high-performance culture built on coaching, accountability, and service excellence Revenue & Commercial Performance • Own the New York revenue number across Alliance Homecare and TrustHouse, • Develop and execute integrated sales strategies that drive growth across the market, • Own KPIs including sales growth, customer acquisition cost, lifetime value, and client retention, • Drive profitable growth rather than volume: protect rate integrity and sell the clients the business can serve well, • Support Operations and Clinical, who own client retention and duration of stay, by selling clients the business can serve well and setting accurate expectations at intake, • Report on sales performance weekly to senior leadership with executive summaries, detailed analysis, and recommended actions, • Conduct monthly and quarterly strategy reviews, adapting tactics as the market and referral sources shift Partnerships & Referral Channels • Build referral channels across both traditional homecare and ultra-high-net-worth segments, including hospitals, rehabs, wealth advisors, family offices, and trust and estate attorneys, • Develop senior-level hospital and clinical relationships that support enterprise partnership-building, and transition them to the team rather than holding them yourself, • Differentiate the Alliance Homecare and TrustHouse brands, services, teams, and clients so each has credible ambassadors in the field, • Partner with Marketing on sales enablement, lead qualification, and lead routing Process, Data & Forecasting • Run the CRM as the system of record: pipeline hygiene, activity tracking, and forecast accuracy, • Use CRM and reporting tools for forecasting, sales prioritization, performance analysis, and identifying seasonal and emerging opportunities, • Identify trends in the New York homecare market and refine the sales process against them, • Partner cross-functionally with Finance, Operations, Clinical, and Marketing on growth initiatives QUALIFICATIONS Must-Have • 7+ years of sales leadership with direct responsibility for a team of 10+ and for the revenue that team produces, • Evidence that the people you have led stayed, improved, and were promoted, • Experience building relationships with high-net-worth clients or premium, relationship-driven referral channels, • A track record of building and developing a sales team while growing revenue, not only inheriting an existing one, • Demonstrated CRM discipline: forecast accuracy, pipeline management, and data-backed reporting to executive leadership, • Proven expertise creating and executing strategic sales plans in a high-growth environment Preferred • Luxury healthcare, private-duty home care, concierge medicine, wealth management, luxury hospitality, or other premium relationship-driven services, • Senior-level hospital or clinical relationships in the New York market, • HubSpot experience, • Experience partnering with marketing on sales enablement tools and lead flow, • Bachelor’s degree required; Master’s degree a plus YOU ARE • A coach first: the kind of leader people cite years later as the reason they got good at this, • Accountable for a team’s number, and comfortable being measured on whether that team stays and improves, • Equally fluent with a hospital discharge planner and a family office principal, • Data-driven, with the rigor to forecast accurately and the judgment to know when the forecast is wrong, • Able to represent two brands with different buyers without blurring either one, • Generous with relationships, introductions, and what you know, • Always recruiting, with a bench of A-team candidates you could call tomorrow, • Focused on profitable growth and on clients who stay, not on volume for its own sake, • Mission-driven, and energized by the convergence of health and wealth that defines this client base, • Someone who embodies the care and service excellence both brands are built on WHY THIS ROLE IS DIFFERENT This is a rare opportunity to: • Lead an established, experienced team in the company’s largest market rather than build one from nothing, • Lead sales across two distinct brands serving the same geography at different price points, • Sell into one of the densest concentrations of private wealth in the country, • Sell into an operation that holds its clients: retention and duration of stay are actively owned and managed by the operations and clinical teams, • Build the commercial model that New Jersey, Florida, and Boston will run, • Operate with significant autonomy and direct executive visibility New York is not a market you have to invent. It has an established client base, a referral network, more than two decades of reputation, and a sales team that already knows how to sell here. What it does not yet have is the structure to scale at the pace the rest of the company is moving. You are being hired to build that structure around the people already doing the work, and the markets that follow will run what you prove here. Compensation: Base salary $190,000 to $225,000, plus a $125,000 variable target, for $315,000 to $350,000 total target compensation.